Q4 2024 |
1,760 |
$12.2B |
+$4.29B |
-$1.19B |
+$3.11B |
NVDA, IVV, MSFT, AAPL, AMZN
|
13F-HR |
2/14/2025, 10:45 AM |
Q3 2024 |
1,782 |
$9.05B |
+$2.18B |
-$652M |
+$1.53B |
IVV, NVDA, MSFT, AAPL, VTI
|
Restatement |
11/25/2024, 02:27 PM |
Q2 2024 |
1,770 |
$7.25B |
+$2.12B |
-$603M |
+$1.51B |
NVDA, IVV, MSFT, AAPL, AMZN
|
13F-HR |
8/14/2024, 11:25 AM |
Q1 2024 |
1,625 |
$5.84B |
+$1.91B |
-$719M |
+$1.2B |
MSFT, NVDA, AAPL, VTI, AMZN
|
13F-HR |
5/15/2024, 07:30 PM |
Q4 2023 |
1,401 |
$4.18B |
+$936M |
-$486M |
+$450M |
AAPL, MSFT, VTI, GLDM, AMZN
|
13F-HR |
2/14/2024, 07:24 PM |
Q3 2023 |
1,450 |
$3.29B |
+$440M |
-$415M |
+$25.3M |
VTI, AAPL, GLDM, MSFT, VWO
|
13F-HR |
11/15/2023, 10:49 AM |
Q2 2023 |
1,453 |
$3.4B |
+$593M |
-$425M |
+$167M |
VTI, AAPL, GLDM, MSFT, VWO
|
13F-HR |
8/14/2023, 12:24 PM |
Q1 2023 |
1,286 |
$3B |
|
|
|
VTI, GLDM, AAPL, VWO, MSFT
|
New Holdings |
5/23/2023, 03:14 PM |
Q1 2023 |
1,286 |
$3B |
+$546M |
-$166M |
+$381M |
VTI, GLDM, AAPL, VWO, MSFT
|
13F-HR |
5/15/2023, 01:15 PM |
Q4 2022 |
1,098 |
$2.6B |
+$475M |
-$253M |
+$222M |
VTI, GLDM, VWO, AAPL, MSFT
|
13F-HR |
2/15/2023, 02:27 PM |
Q3 2022 |
1,094 |
$2.4B |
+$328M |
-$156M |
+$172M |
VTI, GLDM, VWO, AAPL, VEA
|
13F-HR |
11/23/2022, 10:19 AM |
Q2 2022 |
1,103 |
$2.73B |
+$525M |
-$294M |
+$231M |
VTI, GLDM, VWO, IEMG, AAPL
|
13F-HR |
8/15/2022, 03:04 PM |
Q1 2022 |
1,087 |
$3.34B |
+$829M |
-$447M |
+$382M |
VTI, GLDM, VWO, AAPL, VEA
|
13F-HR |
5/19/2022, 08:13 PM |
Q4 2021 |
1,000 |
$3.25B |
+$915M |
-$220M |
+$694M |
VTI, GLDMXXXX, VWO, VEA, AAPL
|
13F-HR |
2/16/2022, 11:02 AM |
Q3 2021 |
886 |
$2.67B |
+$505M |
-$224M |
+$281M |
VTI, GLDMXXXX, VWO, VEA, IJR
|
13F-HR |
11/15/2021, 08:22 AM |
Q2 2021 |
712 |
$2.56B |
+$666M |
-$266M |
+$400M |
VTI, GLDMXXXX, IJR, VWO, MSTR
|
13F-HR |
8/13/2021, 01:08 PM |
Q1 2021 |
559 |
$2.13B |
+$699M |
-$80.5M |
+$619M |
VTI, GLDMXXXX, IJR, VWO, SCHA
|
13F-HR |
5/17/2021, 07:50 AM |
Q4 2020 |
412 |
$1.39B |
+$1.05B |
-$10.2M |
+$1.04B |
VTI, GLDMXXXX, IJR, VWO, BAR
|
13F-HR |
2/16/2021, 02:30 PM |
Q3 2020 |
208 |
$521M |
+$302M |
-$74.6M |
+$228M |
SCHR, SPTL, VGLT, EDV, BHP
|
13F-HR |
11/16/2020, 05:11 AM |
Q2 2020 |
302 |
$730M |
+$416M |
-$22.5M |
+$394M |
BAR, IEMG, VTI, SPEM, VWO
|
13F-HR |
8/17/2020, 12:11 PM |
Q1 2020 |
224 |
$336M |
+$171M |
-$18.2M |
+$153M |
BAR, ITOT, SPEM, SPDW, FENY
|
13F-HR |
5/8/2020, 02:44 PM |
Q4 2019 |
200 |
$230M |
+$46.4M |
-$12.6M |
+$33.7M |
VTI, MSFT, FTSM, VEA, AAPL
|
13F-HR |
2/14/2020, 09:05 AM |
Q3 2019 |
183 |
$218M |
+$53.3M |
-$17.8M |
+$35.5M |
SVXY, FTSM, MSFT, VTI, VWO
|
13F-HR |
11/13/2019, 04:45 PM |
Q2 2019 |
124 |
$176M |
+$41.4M |
-$10.2M |
+$31.2M |
FTSM, VTI, OSTK, VWO, SPY
|
13F-HR |
8/15/2019, 03:05 PM |
Q1 2019 |
101 |
$142M |
+$22.6M |
-$15.1M |
+$7.45M |
FTSM, VTI, ULST, SQ, AGG
|
13F-HR |
5/15/2019, 12:45 PM |
Q4 2018 |
91 |
$129M |
|
|
|
VTI, FTSM, TSM, GSY, SHY
|
13F-HR |
2/14/2019, 04:11 PM |