Q4 2024 |
996 |
$3.06B |
+$419M |
-$91.2M |
+$328M |
VTI, AAPL, VOO, MSFT, NVDA
|
13F-HR |
1/23/2025, 05:05 PM |
Q3 2024 |
902 |
$2.75B |
+$333M |
-$166M |
+$167M |
VTI, AAPL, MSFT, VOO, NVDA
|
13F-HR |
11/7/2024, 04:24 PM |
Q2 2024 |
859 |
$2.46B |
+$851M |
-$131M |
+$720M |
VTI, MSFT, AAPL, VOO, NVDA
|
13F-HR |
8/6/2024, 03:14 PM |
Q1 2024 |
715 |
$1.74B |
+$99.8M |
-$65.2M |
+$34.6M |
VTI, VOO, MSFT, META, AAPL
|
13F-HR |
4/29/2024, 12:03 PM |
Q4 2023 |
690 |
$1.56B |
+$156M |
-$57.7M |
+$98.5M |
VTI, VOO, MSFT, AAPL, META
|
13F-HR |
1/18/2024, 12:07 PM |
Q3 2023 |
659 |
$1.32B |
+$47.1M |
-$21M |
+$26.1M |
VTI, VOO, MSFT, AAPL, SCHB
|
13F-HR |
10/18/2023, 12:55 PM |
Q2 2023 |
659 |
$1.36B |
+$56.9M |
-$51.4M |
+$5.44M |
VTI, VOO, AAPL, MSFT, SCHB
|
13F-HR |
8/10/2023, 02:16 PM |
Q1 2023 |
641 |
$1.29B |
+$180M |
-$36.1M |
+$144M |
VTI, VOO, AAPL, MSFT, SCHB
|
13F-HR |
4/26/2023, 03:27 PM |
Q4 2022 |
553 |
$1.07B |
+$85.1M |
-$49.3M |
+$35.7M |
VTI, VOO, SCHB, AAPL, MSFT
|
13F-HR |
1/23/2023, 11:40 AM |
Q3 2022 |
568 |
$1.04B |
+$132M |
-$13.2M |
+$118M |
VTI, VOO, AAPL, MSFT, ITOT
|
13F-HR |
11/7/2022, 04:02 PM |
Q2 2022 |
550 |
$1.02B |
+$99.7M |
-$28.7M |
+$71M |
VTI, VOO, AAPL, MSFT, VWO
|
13F-HR |
7/26/2022, 12:04 PM |
Q1 2022 |
601 |
$1.06B |
+$155M |
-$27.7M |
+$127M |
VOO, AAPL, MSFT, VXUS, VWO
|
13F-HR |
4/12/2022, 03:25 PM |
Q4 2021 |
579 |
$1.21B |
+$114M |
-$56.3M |
+$57.3M |
VTI, VOO, AAPL, MSFT, IWV
|
13F-HR |
1/18/2022, 03:19 PM |
Q3 2021 |
532 |
$1.12B |
+$84.5M |
-$49.8M |
+$34.8M |
VTI, VOO, AAPL, MSFT, IWV
|
13F-HR |
10/7/2021, 02:27 PM |
Q2 2021 |
520 |
$1.1B |
+$149M |
-$32.7M |
+$116M |
VTI, VOO, MSFT, VWO, IWV
|
13F-HR |
8/13/2021, 11:08 AM |
Q1 2021 |
488 |
$914M |
+$50.9M |
-$55.6M |
-$4.62M |
VTI, VOO, VWO, MSFT, IWV
|
13F-HR |
4/29/2021, 11:18 AM |
Q4 2020 |
480 |
$876M |
+$80.5M |
-$22.1M |
+$58.4M |
VTI, VOO, MSFT, VWO, IWV
|
13F-HR |
1/29/2021, 09:39 AM |
Q3 2020 |
408 |
$729M |
+$71.2M |
-$28.7M |
+$42.6M |
VTI, VOO, MSFT, VWO, IWV
|
13F-HR |
10/29/2020, 12:04 PM |
Q2 2020 |
420 |
$666M |
+$83.6M |
-$37.1M |
+$46.5M |
VTI, VOO, IWV, MSFT, VWO
|
13F-HR |
8/5/2020, 10:36 AM |
Q1 2020 |
354 |
$528M |
+$145M |
-$41.9M |
+$103M |
VTI, VOO, VEA, IWV, VWO
|
13F-HR |
4/28/2020, 12:55 PM |
Q4 2019 |
369 |
$559M |
+$20.8M |
-$11.8M |
+$9.04M |
VTI, VEA, VOO, VWO, MSFT
|
13F-HR |
2/4/2020, 04:09 PM |
Q3 2019 |
356 |
$512M |
+$19M |
-$12.1M |
+$6.95M |
VTI, VEA, VOO, VWO, MSFT
|
13F-HR |
10/31/2019, 03:37 PM |
Q2 2019 |
350 |
$512M |
+$34.8M |
-$33.7M |
+$1.05M |
VTI, VEA, VWO, VOO, MSFT
|
13F-HR |
7/23/2019, 04:58 PM |
Q1 2019 |
377 |
$514M |
+$53.2M |
-$15.2M |
+$38M |
VTI, VEA, VWO, VOO, MSFT
|
13F-HR |
4/12/2019, 04:51 PM |
Q4 2018 |
358 |
$434M |
+$52.5M |
-$18.2M |
+$34.2M |
VTI, VEA, VOO, VWO, MSFT
|
13F-HR |
1/29/2019, 10:12 AM |
Q3 2018 |
407 |
$492M |
+$19.7M |
-$13.1M |
+$6.66M |
VTI, VEA, VOO, MSFT, VO
|
13F-HR |
10/17/2018, 09:12 AM |
Q2 2018 |
442 |
$472M |
+$30.8M |
-$13.7M |
+$17.1M |
VTI, VEA, VOO, VO, MSFT
|
13F-HR |
7/23/2018, 04:59 PM |
Q1 2018 |
445 |
$465M |
+$25.8M |
-$26.5M |
-$646K |
VTI, VEA, VOO, QQQXXXX, VO
|
13F-HR |
4/23/2018, 03:55 PM |
Q4 2017 |
457 |
$513M |
+$35.1M |
-$28.9M |
+$6.21M |
VTI, VEA, VOO, QQQXXXX, VO
|
13F-HR |
1/17/2018, 12:47 PM |
Q3 2017 |
452 |
$480M |
+$37.2M |
-$16.4M |
+$20.8M |
VTI, VEA, VOO, QQQXXXX, VO
|
13F-HR |
10/23/2017, 08:13 AM |
Q2 2017 |
420 |
$443M |
+$105M |
-$30.8M |
+$74.3M |
VTI, VEA, VOO, QQQXXXX, VO
|
13F-HR |
7/27/2017, 03:48 PM |
Q1 2017 |
355 |
$426M |
+$40.5M |
-$25.3M |
+$15.2M |
VTI, AMJ, VEA, VOO, QQQXXXX
|
13F-HR |
4/21/2017, 03:19 PM |
Q4 2016 |
338 |
$397M |
+$39.2M |
-$63.2M |
-$24.1M |
VEA, AMJ, VTI, VOO, QQQXXXX
|
13F-HR |
1/24/2017, 04:23 PM |
Q3 2016 |
364 |
$441M |
+$64.4M |
-$29.7M |
+$34.7M |
VEA, VTI, QQQXXXX, AMJ, VOO
|
13F-HR |
11/15/2016, 11:50 AM |
Q2 2016 |
274 |
$406M |
+$40.4M |
-$29.1M |
+$11.3M |
VEA, VTI, VOO, QQQXXXX, AMJ
|
13F-HR |
8/25/2016, 04:09 PM |
Q1 2016 |
340 |
$422M |
+$272M |
-$2.84M |
+$270M |
VEA, VOO, QQQXXXX, VTI, PYPL
|
13F-HR |
5/11/2016, 01:55 PM |
Q4 2015 |
87 |
$175M |
+$47M |
-$13.1M |
+$33.9M |
VEA, VOO, COST, USB, HEDJ
|
13F-HR |
2/8/2016, 05:39 PM |
Q3 2015 |
74 |
$141M |
+$61.3M |
-$10.4M |
+$50.9M |
VEA, USB, VOO, SPY, COST
|
13F-HR |
11/9/2015, 08:30 PM |
Q2 2015 |
81 |
$109M |
+$17.8M |
-$1.51M |
+$16.2M |
SPY, COST, GLD, QQQXXXX, FEZ
|
13F-HR |
8/11/2015, 09:06 PM |
Q1 2015 |
80 |
$97.8M |
+$22.5M |
-$1.2M |
+$21.3M |
SPY, COST, GLD, FEZ, IWM
|
13F-HR |
5/8/2015, 05:13 PM |
Q4 2014 |
95 |
$92.1M |
|
|
|
SPY, COST, GLD, TYGXXXX, NML
|
13F-HR |
2/6/2015, 03:57 PM |