Q1 2025 |
129 |
$420M |
+$92.7M |
-$32M |
+$60.7M |
IVV, OMFL, JAVA, FENI, AVUV
|
13F-HR |
4/14/2025, 09:02 AM |
Q4 2024 |
134 |
$373M |
+$49.3M |
-$16.5M |
+$32.8M |
IVV, OMFL, AVUV, GSC, FENI
|
13F-HR |
1/23/2025, 10:28 AM |
Q3 2024 |
142 |
$339M |
+$147M |
-$5.73M |
+$141M |
IVV, OMFL, AVUV, JGRO, FENI
|
13F-HR |
10/24/2024, 02:25 PM |
Q2 2024 |
81 |
$189M |
+$11.5M |
-$2.25M |
+$9.26M |
IVV, OMFL, JGRO, HELO, VOO
|
13F-HR |
7/12/2024, 07:29 AM |
Q1 2024 |
80 |
$180M |
+$51.5M |
-$5.72M |
+$45.8M |
IVV, OMFL, JGRO, VOO, HELO
|
13F-HR |
4/4/2024, 12:01 PM |
Q4 2023 |
74 |
$125M |
|
|
|
IVV, OMFL, BIV, MSFT, AAPL
|
13F-HR |
1/11/2024, 06:35 AM |
Q1 2022 |
70 |
$53.6M |
+$1.24M |
-$10.1M |
-$8.85M |
IWB, MSFT, AAPL, GOOGL, UNH
|
13F-HR |
4/12/2022, 02:37 PM |
Q4 2021 |
69 |
$64.9M |
+$9.9M |
-$5.52M |
+$4.38M |
IWB, MSFT, EEM, VB, IWR
|
13F-HR |
1/13/2022, 11:13 AM |
Q3 2021 |
81 |
$63.2M |
+$4M |
-$8.55M |
-$4.55M |
IWB, MSFT, AAPL, GOOGL, V
|
13F-HR |
10/1/2021, 02:04 PM |
Q2 2021 |
83 |
$69.1M |
+$4.05M |
-$9.61M |
-$5.56M |
IWB, MSFT, AAPL, ADBE, V
|
13F-HR |
7/8/2021, 05:13 PM |
Q1 2021 |
83 |
$70.8M |
+$2.08M |
-$2.84M |
-$765K |
AAPL, MSFT, V, GOOGL, ADBE
|
13F-HR |
4/7/2021, 09:15 AM |
Q4 2020 |
80 |
$67.7M |
+$5.66M |
-$3.87M |
+$1.79M |
AAPL, MSFT, V, ADBE, UNH
|
13F-HR |
1/13/2021, 01:56 PM |
Q3 2020 |
82 |
$63.6M |
+$5.92M |
-$4.35M |
+$1.57M |
MSFT, AAPL, ADBE, V, UNH
|
13F-HR |
10/6/2020, 04:47 PM |
Q2 2020 |
76 |
$61M |
+$1.97M |
-$1.93M |
+$43.7K |
MSFT, AAPL, V, ADBE, PEP
|
13F-HR |
7/6/2020, 09:24 AM |
Q1 2020 |
77 |
$69.5M |
+$20.6M |
-$2.34M |
+$18.2M |
MSFT, V, AAPL, ADBE, PEP
|
13F-HR |
4/2/2020, 03:36 PM |
Q4 2019 |
86 |
$70M |
+$3.8M |
-$4.93M |
-$1.13M |
MSFT, V, PNC, PEP, ADBE
|
13F-HR |
1/17/2020, 01:49 PM |
Q3 2019 |
219 |
$74.6M |
+$2.46M |
-$1.03M |
+$1.43M |
MSFT, V, PNC, PEP, CRM
|
13F-HR |
10/1/2019, 02:07 PM |
Q2 2019 |
213 |
$73.2M |
+$8.11M |
-$7.47M |
+$643K |
MSFT, V, PNC, PEP, ADBE
|
13F-HR |
7/11/2019, 08:14 AM |
Q1 2019 |
220 |
$71.4M |
+$11.9M |
-$14.3M |
-$2.41M |
MSFT, V, AAPL, PEP, CRM
|
13F-HR |
4/4/2019, 11:50 AM |
Q4 2018 |
207 |
$66.5M |
+$5.18M |
-$2.93M |
+$2.25M |
IWB, PNC, MSFT, V, AAPL
|
13F-HR |
1/25/2019, 10:24 AM |
Q3 2018 |
215 |
$76.3M |
+$295K |
-$6.94M |
-$6.65M |
PNC, MSFT, AAPL, XOM, V
|
13F-HR |
10/23/2018, 03:52 PM |
Q2 2018 |
288 |
$80.2M |
+$3.28M |
-$8.45M |
-$5.17M |
PNC, MSFT, AAPL, V, XOM
|
13F-HR |
7/23/2018, 11:30 AM |
Q1 2018 |
322 |
$84.6M |
+$1.76M |
-$2.26M |
-$502K |
PNC, MSFT, AAPL, V, XOM
|
13F-HR |
4/16/2018, 02:24 PM |
Q4 2017 |
316 |
$87M |
+$701K |
-$9.22M |
-$8.52M |
PNC, MSFT, XOM, AAPL, V
|
13F-HR |
1/16/2018, 03:16 PM |
Q3 2017 |
306 |
$89.5M |
+$3.44M |
-$6.44M |
-$3.01M |
PNC, MSFT, V, VCSH, XOM
|
13F-HR |
10/12/2017, 01:21 PM |
Q2 2017 |
266 |
$91.4M |
+$4.15M |
-$11.4M |
-$7.24M |
PNC, XOM, VCSH, PEP, MSFT
|
13F-HR |
7/17/2017, 03:27 PM |
Q1 2017 |
248 |
$99.3M |
+$6.9M |
-$6.47M |
+$425K |
PNC, VBR, AAPL, MSFT, XOM
|
13F-HR |
4/12/2017, 10:48 AM |
Q4 2016 |
245 |
$97.7M |
+$3.32M |
-$2.03M |
+$1.3M |
ORRF, VBR, PNC, AAPL, MSFT
|
13F-HR |
1/13/2017, 12:57 PM |
Q3 2016 |
250 |
$95M |
+$5.43M |
-$3.33M |
+$2.1M |
ORRF, VBR, PNC, AAPL, V
|
13F-HR |
10/12/2016, 02:29 PM |
Q2 2016 |
262 |
$92.9M |
+$5.22M |
-$4.68M |
+$542K |
ORRF, VBR, PNC, V, XOM
|
13F-HR |
7/20/2016, 11:37 AM |
Q1 2016 |
199 |
$92.6M |
+$7M |
-$7.57M |
-$572K |
ORRF, VBR, PNC, AAPL, V
|
13F-HR |
4/8/2016, 04:01 PM |
Q4 2015 |
213 |
$92.5M |
+$8.81M |
-$1.69M |
+$7.12M |
ORRF, VBR, PNC, V, MSFT
|
13F-HR |
1/22/2016, 10:57 AM |
Q3 2015 |
227 |
$85.2M |
+$7.21M |
-$4.21M |
+$3M |
ORRF, VBR, PNC, V, AAPL
|
13F-HR |
10/8/2015, 10:07 AM |
Q2 2015 |
186 |
$91.7M |
+$5.06M |
-$3.86M |
+$1.2M |
ORRF, VBR, PNC, SWKS, V
|
13F-HR |
7/6/2015, 02:51 PM |
Q1 2015 |
175 |
$92.9M |
+$4.93M |
-$4.6M |
+$327K |
ORRF, VBR, SWKS, PNC, AAPL
|
13F-HR |
4/21/2015, 09:35 AM |
Q4 2014 |
186 |
$94.2M |
+$6.72M |
-$7.79M |
-$1.07M |
ORRF, VBR, PNC, V, SWKS
|
13F-HR |
1/6/2015, 02:35 PM |
Q3 2014 |
188 |
$92.3M |
+$6.22M |
-$7.23M |
-$1.01M |
ORRF, VBR, PNC, MSFT, PEP
|
13F-HR |
10/10/2014, 10:45 AM |
Q2 2014 |
187 |
$94.3M |
+$4.28M |
-$4.27M |
+$11.9K |
ORRF, VBR, PNC, V, XOM
|
13F-HR |
7/9/2014, 11:38 AM |
Q1 2014 |
187 |
$93.6M |
+$5.43M |
-$5.49M |
-$60.8K |
ORRF, VBR, V, PNC, DIA
|
13F-HR |
4/11/2014, 10:28 AM |
Q4 2013 |
195 |
$96M |
|
|
|
ORRF, VBR, V, DIA, EEM
|
13F-HR |
1/13/2014, 02:32 PM |