Q1 2025 |
163 |
$356M |
+$10.3M |
-$17.3M |
-$6.95M |
XOM, IUSG, HF, IVV, AMZN
|
13F-HR |
4/8/2025, 11:22 AM |
Q4 2024 |
157 |
$360M |
+$18.5M |
-$18.1M |
+$378K |
XOM, IUSG, HF, IVV, AMZN
|
13F-HR |
1/6/2025, 02:19 PM |
Q3 2024 |
153 |
$364M |
+$11.7M |
-$16.2M |
-$4.47M |
XOM, IUSG, HF, IVV, GOOG
|
13F-HR |
10/2/2024, 10:39 AM |
Q2 2024 |
145 |
$358M |
+$13M |
-$9.6M |
+$3.43M |
XOM, IUSG, HF, IVV, GOOG
|
13F-HR |
7/12/2024, 11:13 AM |
Q1 2024 |
140 |
$355M |
+$10.5M |
-$18M |
-$7.59M |
XOM, IUSG, HF, GOOG, ITOT
|
13F-HR |
4/12/2024, 05:13 PM |
Q4 2023 |
143 |
$326M |
+$3.29M |
-$7.38M |
-$4.09M |
XOM, IUSG, HF, GOOG, IVV
|
13F-HR |
1/3/2024, 03:46 PM |
Q3 2023 |
146 |
$332M |
+$20.5M |
-$8.8M |
+$11.7M |
XOM, IUSG, HF, GOOG, IVV
|
13F-HR |
10/10/2023, 09:55 AM |
Q2 2023 |
163 |
$328M |
+$14.2M |
-$11.9M |
+$2.35M |
XOM, IUSG, GOOG, ITOT, IVV
|
13F-HR |
8/7/2023, 11:28 AM |
Q1 2023 |
165 |
$319M |
+$13.5M |
-$8.81M |
+$4.74M |
XOM, IUSG, SH, GOOG, ITOT
|
13F-HR |
5/12/2023, 01:50 PM |
Q4 2022 |
149 |
$304M |
+$14.9M |
-$10.3M |
+$4.56M |
XOM, IUSG, SH, GOOG, ITOT
|
13F-HR |
2/7/2023, 12:19 PM |
Q3 2022 |
147 |
$271M |
+$19M |
-$5.86M |
+$13.2M |
XOM, IUSG, SH, ITOT, GOOG
|
13F-HR |
11/9/2022, 11:00 AM |
Q2 2022 |
161 |
$281M |
+$21.3M |
-$13.2M |
+$8.12M |
XOM, IUSG, GOOG, SH, ITOT
|
13F-HR |
8/15/2022, 11:18 AM |
Q1 2022 |
170 |
$316M |
+$41.6M |
-$23.5M |
+$18.1M |
XOM, IUSG, ITOT, GOOG, IVV
|
13F-HR |
5/9/2022, 02:47 PM |
Q4 2021 |
132 |
$138M |
+$23.5M |
-$19.4M |
+$4.08M |
GOOG, SH, QQQ, AMZN, JPM
|
13F-HR |
2/7/2022, 02:41 PM |
Q3 2021 |
166 |
$239M |
+$35.1M |
-$14.8M |
+$20.3M |
XOM, GOOG, META, AMZN, CMCSA
|
13F-HR |
11/3/2021, 01:09 PM |
Q2 2021 |
138 |
$230M |
+$22.6M |
-$43.4M |
-$20.9M |
XOM, GOOG, AMZN, META, PYPL
|
13F-HR |
8/6/2021, 03:18 PM |
Q1 2021 |
131 |
$269M |
+$37.8M |
-$21.4M |
+$16.4M |
XOM, IUSG, IVV, ITOT, GOOG
|
13F-HR |
5/7/2021, 03:22 PM |
Q4 2020 |
132 |
$226M |
+$35.5M |
-$17M |
+$18.5M |
XOM, IUSG, IVV, ITOT, GOOG
|
13F-HR |
2/4/2021, 10:45 AM |
Q3 2020 |
156 |
$196M |
+$21.1M |
-$39.6M |
-$18.5M |
XOM, IVV, IUSG, GOOG, META
|
13F-HR |
11/13/2020, 10:09 AM |
Q2 2020 |
174 |
$224M |
+$23.5M |
-$10.3M |
+$13.2M |
XOM, IVV, IUSG, GOOG, META
|
13F-HR |
8/10/2020, 03:12 PM |
Q1 2020 |
146 |
$190M |
+$24.9M |
-$22.1M |
+$2.77M |
XOM, IVV, IUSG, GOOG, UNH
|
13F-HR |
4/28/2020, 09:42 AM |
Q4 2019 |
150 |
$253M |
+$13.1M |
-$14M |
-$843K |
XOM, IVV, IUSG, GOOG, META
|
13F-HR |
1/27/2020, 02:21 PM |
Q3 2019 |
148 |
$249M |
+$21.7M |
-$7.8M |
+$13.9M |
XOM, IVV, IUSG, GOOG, CMCSA
|
13F-HR |
11/4/2019, 02:43 PM |
Q2 2019 |
144 |
$254M |
+$27.1M |
-$8.48M |
+$18.7M |
XOM, IVV, IUSG, PM, GOOG
|
13F-HR |
7/25/2019, 02:28 PM |
Q1 2019 |
132 |
$247M |
+$40.8M |
-$14.2M |
+$26.6M |
XOM, IVV, IUSG, EXG, PM
|
13F-HR |
5/13/2019, 01:00 PM |
Q4 2018 |
143 |
$203M |
+$51.2M |
-$8.63M |
+$42.5M |
XOM, IVV, IUSG, MO, PM
|
13F-HR |
1/31/2019, 01:09 PM |
Q3 2018 |
203 |
$242M |
+$59.6M |
-$21.8M |
+$37.8M |
XOM, IVV, MO, PM, FFIN
|
13F-HR |
11/2/2018, 03:42 PM |
Q2 2018 |
308 |
$238M |
+$51.1M |
-$18.9M |
+$32.2M |
XOM, IVV, FPF, PM, EVV
|
13F-HR |
8/14/2018, 03:14 PM |
Q1 2018 |
318 |
$225M |
+$52.6M |
-$26.7M |
+$25.9M |
XOM, IVV, PM, MO, HTD
|
13F-HR |
5/8/2018, 03:44 PM |
Q4 2017 |
299 |
$248M |
+$72M |
-$25.5M |
+$46.5M |
XOM, IVV, SPY, PM, MO
|
13F-HR |
2/12/2018, 02:44 PM |
Q3 2017 |
250 |
$221M |
+$52.1M |
-$14.8M |
+$37.3M |
XOM, IVV, PM, MO, MAV
|
13F-HR |
11/3/2017, 12:56 PM |
Q2 2017 |
259 |
$205M |
+$105M |
-$12.5M |
+$92.3M |
XOM, IVV, PM, MO, MAV
|
13F-HR |
8/14/2017, 11:46 AM |
Q1 2017 |
220 |
$126M |
+$45.7M |
-$17.9M |
+$27.9M |
IVV, GGN, MAV, EMOXXXX, DSU
|
13F-HR |
5/9/2017, 03:57 PM |
Q4 2016 |
220 |
$117M |
+$59.4M |
-$22.3M |
+$37M |
GGN, DSU, RQI, ADX, IGR
|
13F-HR |
2/7/2017, 11:03 AM |
Q3 2016 |
191 |
$118M |
+$60.1M |
-$18.3M |
+$41.8M |
NAD, GLO, BBN, ADX, DSL
|
13F-HR |
10/31/2016, 04:31 PM |
Q2 2016 |
185 |
$117M |
+$52.3M |
-$22.2M |
+$30.1M |
MIE, GBAB, CBA, CTR, ADX
|
13F-HR |
8/12/2016, 03:12 PM |
Q1 2016 |
161 |
$113M |
+$45.2M |
-$33.5M |
+$11.7M |
ETG, BCX, RVT, AFT, CAF
|
13F-HR |
4/28/2016, 04:34 PM |
Q4 2015 |
153 |
$127M |
+$73M |
-$28.1M |
+$44.9M |
CEMXXXX, GERXXXX, GMZ, FMOXXXX, EXG
|
13F-HR |
1/27/2016, 02:06 PM |
Q3 2015 |
193 |
$133M |
+$72.6M |
-$22.4M |
+$50.2M |
HQHXXXX, CHI, EXG, CHY, NCVXXXX
|
13F-HR |
11/12/2015, 04:55 PM |
Q2 2015 |
273 |
$150M |
+$70.2M |
-$45.2M |
+$25M |
EVV, FAX, ISDXXXX, GAM, INF
|
13F-HR |
8/13/2015, 06:19 PM |
Q1 2015 |
245 |
$151M |
+$84.5M |
-$35.5M |
+$49M |
CAF, PDI, CEMXXXX, HYT, EDD
|
13F-HR |
5/15/2015, 05:44 PM |
Q4 2014 |
217 |
$140M |
+$78.4M |
-$26.4M |
+$52M |
CAF, BGY, BOE, ETW, BCX
|
13F-HR |
2/13/2015, 01:32 PM |
Q3 2014 |
273 |
$145M |
+$72.5M |
-$39.3M |
+$33.3M |
CEMXXXX, ADX, DRA, TY, GAM
|
13F-HR |
11/14/2014, 03:17 PM |
Q2 2014 |
228 |
$112M |
+$39.1M |
-$47.5M |
-$8.44M |
TY, PEO, ETJ, GAM, RNP
|
13F-HR |
8/15/2014, 12:33 PM |
Q1 2014 |
209 |
$145M |
+$52.3M |
-$24.7M |
+$27.7M |
ETJ, PEO, ADX, BCX, TY
|
13F-HR |
5/16/2014, 05:30 PM |
Q4 2013 |
254 |
$154M |
|
|
|
ETJ, ZTRXXXX, TY, BDJ, BCX
|
13F-HR |
2/13/2014, 11:41 AM |