Q4 2020 |
122 |
$400M |
+$21.6M |
-$5.07M |
+$16.5M |
JPST, IVV, XSOE, AAPL, VEA
|
13F-HR |
2/4/2021, 04:55 PM |
Q3 2020 |
99 |
$354M |
+$39.1M |
-$41.9M |
-$2.86M |
JPST, IVV, XSOE, AAPL, VEA
|
13F-HR |
11/9/2020, 12:27 PM |
Q2 2020 |
89 |
$344M |
+$20.8M |
-$83M |
-$62.2M |
IVV, JPST, XSOE, AAPL, VEA
|
13F-HR |
8/6/2020, 03:42 PM |
Q1 2020 |
90 |
$359M |
+$43.8M |
-$30.7M |
+$13M |
IVV, JPST, VEA, XSOE, AAPL
|
13F-HR |
5/6/2020, 04:10 PM |
Q4 2019 |
115 |
$434M |
+$13.2M |
-$7.25M |
+$5.91M |
IVV, JPST, XSOE, VEA, SCHF
|
13F-HR |
1/29/2020, 04:29 PM |
Q3 2019 |
106 |
$400M |
+$27.6M |
-$2.54M |
+$25M |
IVV, JPST, VEA, XSOE, SCHF
|
13F-HR |
10/30/2019, 05:38 PM |
Q2 2019 |
104 |
$375M |
+$21.3M |
-$3.09M |
+$18.2M |
IVV, JPST, VEA, XSOE, SCHF
|
13F-HR |
7/31/2019, 11:47 AM |
Q1 2019 |
96 |
$351M |
+$34.3M |
-$22.4M |
+$11.9M |
IVV, JPST, VEA, XSOE, SCHF
|
13F-HR |
4/25/2019, 04:26 PM |
Q4 2018 |
86 |
$310M |
+$115M |
-$54.5M |
+$60.2M |
IVV, VEA, XSOE, JPST, SCHF
|
13F-HR |
1/30/2019, 01:05 PM |
Q3 2018 |
93 |
$293M |
+$19M |
-$1.52M |
+$17.5M |
IVV, VEA, VWO, AAPL, BND
|
13F-HR |
11/13/2018, 04:05 PM |
Q2 2018 |
422 |
$277M |
+$3.82M |
-$1.43M |
+$2.39M |
IVV, VEA, VWO, AAPL, VXUS
|
13F-HR |
8/2/2018, 09:20 AM |
Q1 2018 |
425 |
$276M |
+$241M |
-$443K |
+$240M |
IVV, VEA, VWO, AAPL, VXUS
|
13F-HR |
4/25/2018, 02:51 PM |
Q4 2017 |
202 |
$36.4M |
+$8.74M |
-$570K |
+$8.17M |
AAPL, JPM, BRKB, T, DUK
|
13F-HR |
2/14/2018, 05:06 PM |
Q3 2017 |
377 |
$245M |
+$4M |
-$12.2M |
-$8.22M |
IVV, VEA, VWO, AAPL, VXUS
|
13F-HR |
11/7/2017, 05:11 PM |
Q2 2017 |
362 |
$252M |
+$5.58M |
-$4.36M |
+$1.22M |
IVV, VEA, VWO, BND, ATMP
|
13F-HR |
7/27/2017, 05:56 PM |
Q1 2017 |
375 |
$246M |
+$9.33M |
-$146M |
-$137M |
IVV, VEA, VWO, BND, ATMP
|
13F-HR |
4/28/2017, 04:58 PM |
Q4 2016 |
434 |
$370M |
+$120M |
-$4.17M |
+$115M |
IVV, VEA, VWO, BNDX, BND
|
Restatement |
3/14/2017, 04:41 PM |
Q3 2016 |
394 |
$253M |
+$6.33M |
-$6.43M |
-$101K |
IVV, VEA, VWO, BNDX, BND
|
13F-HR |
11/14/2016, 11:16 AM |
Q2 2016 |
370 |
$246M |
+$41.6M |
-$11.1M |
+$30.5M |
IVV, VEA, VWO, BNDX, BND
|
13F-HR |
8/8/2016, 02:21 PM |
Q1 2016 |
354 |
$212M |
+$8.59M |
-$2.18M |
+$6.41M |
IVV, VEA, VWO, BND, ATMP
|
13F-HR |
5/12/2016, 03:45 PM |
Q4 2015 |
358 |
$204M |
|
|
|
IVV, VEA, VWO, BND, ATMP
|
13F-HR |
2/16/2016, 04:11 PM |