Q2 2024 |
67 |
$129M |
+$6.45M |
-$8.09M |
-$1.64M |
ITOT, AAPL, VTI, VOE, ICE
|
13F-HR |
7/26/2024, 02:36 PM |
Q1 2024 |
67 |
$129M |
+$2.88M |
-$2.12M |
+$763K |
ITOT, VTI, AAPL, VOE, ICE
|
13F-HR |
4/24/2024, 05:50 PM |
Q4 2023 |
65 |
$121M |
+$3.5M |
-$3M |
+$502K |
ITOT, AAPL, VTI, VOE, ICE
|
13F-HR |
1/23/2024, 04:35 PM |
Q3 2023 |
64 |
$110M |
+$3.13M |
-$993K |
+$2.14M |
ITOT, AAPL, VTI, VOE, PULS
|
13F-HR |
10/31/2023, 02:06 PM |
Q2 2023 |
63 |
$112M |
+$2.94M |
-$2.38M |
+$554K |
ITOT, AAPL, VTI, VOE, ICE
|
13F-HR |
7/17/2023, 04:54 PM |
Q1 2023 |
60 |
$106M |
+$1.53M |
-$14.4M |
-$12.9M |
ITOT, AAPL, VTI, VOE, BIV
|
13F-HR |
4/25/2023, 04:51 PM |
Q4 2022 |
75 |
$118M |
+$4.87M |
-$2.48M |
+$2.39M |
ITOT, AAPL, VTI, VOE, BIV
|
13F-HR |
2/14/2023, 10:22 AM |
Q3 2022 |
74 |
$111M |
+$23.5M |
-$3.74M |
+$19.7M |
ITOT, AAPL, VTI, VOE, BIV
|
13F-HR |
11/14/2022, 10:18 AM |
Q2 2022 |
61 |
$98.7M |
+$11.1M |
-$304K |
+$10.8M |
ITOT, AAPL, VOE, VTI, ICE
|
13F-HR |
8/8/2022, 02:33 PM |
Q1 2022 |
56 |
$104M |
+$4.05M |
-$1.19M |
+$2.86M |
ITOT, AAPL, VOE, ICE, VTI
|
13F-HR |
4/21/2022, 04:01 PM |
Q4 2021 |
54 |
$105M |
|
|
|
ITOT, AAPL, VTI, ICE, VOE
|
13F-HR |
4/5/2022, 04:00 PM |