Q4 2024 |
177 |
$540M |
+$114M |
-$48.1M |
+$66.3M |
FNDX, VCSH, AAPL, TLT, MSFT
|
13F-HR |
2/12/2025, 12:19 PM |
Q3 2024 |
183 |
$587M |
+$25.1M |
-$54.8M |
-$29.7M |
FNDX, VCSH, MSFT, AAPL, IVV
|
13F-HR |
11/8/2024, 03:15 PM |
Q2 2024 |
182 |
$587M |
+$16.2M |
-$60.3M |
-$44.1M |
FNDX, VCSH, MSFT, AAPL, IVV
|
13F-HR |
8/8/2024, 09:16 AM |
Q1 2024 |
202 |
$634M |
+$52.5M |
-$14M |
+$38.5M |
FNDX, VCSH, MSFT, IVV, AAPL
|
13F-HR |
4/26/2024, 04:38 PM |
Q4 2023 |
173 |
$549M |
+$16.8M |
-$38.4M |
-$21.5M |
FNDX, VCSH, MSFT, AAPL, IVV
|
13F-HR |
2/14/2024, 03:01 PM |
Q3 2023 |
188 |
$522M |
+$21M |
-$30.7M |
-$9.73M |
FNDX, VCSH, MSFT, IVV, AAPL
|
13F-HR |
10/27/2023, 04:55 PM |
Q2 2023 |
186 |
$553M |
+$30.9M |
-$13.9M |
+$17M |
FNDX, VCSH, MSFT, IVV, AAPL
|
13F-HR |
7/24/2023, 09:59 AM |
Q1 2023 |
182 |
$519M |
+$33.9M |
-$20.4M |
+$13.4M |
FNDX, VCSH, IVV, MSFT, AAPL
|
13F-HR |
5/10/2023, 12:08 PM |
Q4 2022 |
176 |
$498M |
+$49.7M |
-$22.1M |
+$27.6M |
FNDX, VCSH, IVV, MSFT, AAPL
|
13F-HR |
2/13/2023, 01:53 PM |
Q3 2022 |
181 |
$428M |
+$22.7M |
-$5.41M |
+$17.3M |
FNDX, VCSH, IVV, MSFT, AAPL
|
13F-HR |
11/15/2022, 11:00 AM |
Q2 2022 |
181 |
$440M |
+$17.5M |
-$17.6M |
-$68.1K |
FNDX, VCSH, IVV, MSFT, AAPL
|
13F-HR |
8/16/2022, 03:46 PM |
Q1 2022 |
200 |
$520M |
+$63.7M |
-$34.5M |
+$29.2M |
FNDX, VCSH, IVV, MSFT, AAPL
|
13F-HR |
4/29/2022, 11:47 AM |
Q4 2021 |
215 |
$509M |
+$63.8M |
-$17.5M |
+$46.3M |
FNDX, VCSH, IVV, MSFT, AAPL
|
13F-HR |
2/9/2022, 09:47 AM |
Q3 2021 |
233 |
$439M |
+$21.7M |
-$18.1M |
+$3.56M |
VCSH, IVV, MSFT, AAPL, HD
|
13F-HR |
10/13/2021, 12:57 PM |
Q2 2021 |
235 |
$440M |
+$17.5M |
-$19M |
-$1.49M |
VCSH, IVV, MSFT, AAPL, HD
|
13F-HR |
8/6/2021, 02:36 PM |
Q1 2021 |
234 |
$423M |
+$43.9M |
-$34.7M |
+$9.18M |
VCSH, IVV, MSFT, AAPL, HD
|
13F-HR |
4/23/2021, 12:28 PM |
Q4 2020 |
217 |
$389M |
+$23.5M |
-$50.3M |
-$26.7M |
VCSH, IVV, MSFT, AAPL, ABBV
|
13F-HR |
2/4/2021, 04:46 PM |
Q3 2020 |
221 |
$386M |
+$25.5M |
-$16.7M |
+$8.84M |
VCSH, IVV, SPY, MSFT, AAPL
|
13F-HR |
10/20/2020, 02:40 PM |
Q2 2020 |
221 |
$365M |
+$144M |
-$4.04M |
+$140M |
VCSH, IVV, SPY, MSFT, AAPL
|
13F-HR |
8/7/2020, 11:09 AM |
Q1 2020 |
122 |
$201M |
+$29.9M |
-$18.3M |
+$11.6M |
VCSH, IVV, MSFT, AAPL, PG
|
13F-HR |
5/5/2020, 04:09 PM |
Q4 2019 |
144 |
$255M |
+$19.3M |
-$15.6M |
+$3.71M |
LQD, IVV, NWBI, AAPL, PG
|
13F-HR |
2/10/2020, 10:28 AM |
Q3 2019 |
138 |
$242M |
+$8.48M |
-$7.28M |
+$1.2M |
LQD, IVV, NWBI, PG, AAPL
|
13F-HR |
10/9/2019, 10:49 AM |
Q2 2019 |
141 |
$237M |
+$12.8M |
-$6.79M |
+$6.04M |
IVV, LQD, NWBI, PG, CHKP
|
13F-HR |
7/17/2019, 02:59 PM |
Q1 2019 |
140 |
$232M |
+$21.7M |
-$18.8M |
+$2.95M |
IVV, LQD, NWBI, CHKP, PG
|
13F-HR |
4/24/2019, 04:04 PM |
Q4 2018 |
126 |
$207M |
+$31.2M |
-$14M |
+$17.2M |
IVV, LQD, NWBI, PG, CHKP
|
13F-HR |
2/8/2019, 09:01 AM |
Q3 2018 |
142 |
$224M |
+$14.6M |
-$34.9M |
-$20.2M |
IVV, LQD, IXUS, NWBI, IVW
|
13F-HR |
10/2/2018, 03:24 PM |
Q2 2018 |
143 |
$236M |
+$10.4M |
-$8.83M |
+$1.52M |
IXUS, IVV, LQD, NWBI, IVW
|
13F-HR |
8/9/2018, 01:45 PM |
Q1 2018 |
146 |
$227M |
+$15M |
-$10.2M |
+$4.81M |
IXUS, IVV, NWBI, IVW, EMR
|
13F-HR |
5/9/2018, 02:27 PM |
Q4 2017 |
139 |
$243M |
|
|
|
IVV, IXUS, LQD, NWBI, IVW
|
13F-HR |
2/14/2018, 12:35 PM |