Q4 2024 |
4,182 |
$3.05B |
+$523M |
-$165M |
+$358M |
AAPL, SPY, QQQ, VUG, NVDA
|
13F-HR |
2/4/2025, 10:58 AM |
Q3 2024 |
3,307 |
$2.76B |
+$350M |
-$235M |
+$115M |
AAPL, QQQ, SPY, VUG, SPLG
|
13F-HR |
2/4/2025, 10:57 AM |
Q2 2024 |
3,237 |
$2.5B |
+$419M |
-$184M |
+$235M |
AAPL, QQQ, SPY, VUG, DGRW
|
13F-HR |
7/30/2024, 10:59 AM |
Q1 2024 |
3,132 |
$2.28B |
+$269M |
-$237M |
+$32.6M |
AAPL, DGRW, QQQ, TLT, IVV
|
13F-HR |
7/30/2024, 10:57 AM |
Q4 2023 |
3,031 |
$2.12B |
+$257M |
-$537M |
-$280M |
AAPL, FTSM, SPY, TLT, DGRW
|
13F-HR |
1/9/2024, 01:21 PM |
Q3 2023 |
3,281 |
$2.22B |
|
|
|
USFR, FTSM, AAPL, SPY, DGRW
|
13F-HR |
10/12/2023, 02:48 PM |
Q2 2023 |
3,436 |
$2.38B |
|
|
|
AAPL, USFR, FTSM, SPY, TLT
|
New Holdings |
8/14/2023, 04:06 PM |
Q2 2023 |
3,436 |
$2.38B |
|
|
|
AAPL, USFR, FTSM, SPY, TLT
|
13F-HR |
8/4/2023, 09:55 AM |
Q1 2023 |
1,218 |
$1.06B |
|
|
|
USFR, FTSM, FIXD, BIL, TLT
|
13F-HR |
4/18/2023, 10:19 AM |
Q4 2022 |
1,550 |
$1.54B |
|
|
|
BIL, FTSM, BND, USFR, MINT
|
13F-HR |
2/7/2023, 11:40 AM |
Q3 2022 |
1,534 |
$1.51B |
|
|
|
BIL, MINT, FTSM, XLE, JPST
|
13F-HR |
11/8/2022, 10:36 AM |
Q2 2022 |
1,590 |
$1.35B |
|
|
|
VEA, MINT, FTGC, JPST, XLE
|
New Holdings |
9/6/2022, 10:05 AM |
Q2 2022 |
1,593 |
$1.35B |
|
|
|
VEA, MINT, FTGC, JPST, XLE
|
13F-HR |
8/12/2022, 09:23 AM |
Q1 2022 |
1,532 |
$1.2B |
|
|
|
VEA, MINT, JPST, XLE, SCHG
|
New Holdings |
9/6/2022, 10:26 AM |
Q1 2022 |
2,283 |
$4.2B |
|
|
|
VEA, MINT, JPST, XLE, SCHG
|
13F-HR |
8/8/2022, 12:41 PM |
Q4 2021 |
2,916 |
$5.1B |
+$261M |
-$276M |
-$14.5M |
QQQ, AAPL, SPY, IEF, IVW
|
13F-HR |
1/12/2022, 11:29 AM |
Q3 2021 |
3,236 |
$4.93B |
+$340M |
-$227M |
+$113M |
AAPL, QQQ, SPY, AMZN, IVW
|
13F-HR |
10/6/2021, 10:44 AM |
Q2 2021 |
2,969 |
$4.83B |
+$296M |
-$697M |
-$401M |
AAPL, SPY, QQQ, IWM, EFA
|
13F-HR |
7/13/2021, 03:22 PM |
Q1 2021 |
2,868 |
$5.14B |
+$2.92B |
-$319M |
+$2.6B |
AAPL, SPY, QQQ, IWM, EFA
|
13F-HR |
4/30/2021, 02:17 PM |
Q4 2020 |
2,753 |
$2.47B |
+$813M |
-$146M |
+$668M |
AAPL, SPY, QQQ, FIXD, AMZN
|
13F-HR |
1/25/2021, 03:14 PM |
Q3 2020 |
2,624 |
$1.67B |
+$481M |
-$118M |
+$364M |
AAPL, SPY, QQQ, EDV, AMZN
|
13F-HR |
10/29/2020, 03:18 PM |
Q2 2020 |
2,521 |
$1.26B |
+$255M |
-$109M |
+$146M |
AAPL, SPY, QQQ, IEF, LMBS
|
13F-HR |
8/5/2020, 01:57 PM |
Q1 2020 |
2,429 |
$983M |
+$127M |
-$213M |
-$86.1M |
AAPL, QQQ, SPY, LMBS, IEF
|
13F-HR |
5/12/2020, 11:21 AM |
Q4 2019 |
2,623 |
$1.32B |
+$116M |
-$339M |
-$223M |
QQQ, SPY, AAPL, IVV, IVW
|
13F-HR |
1/16/2020, 04:43 PM |
Q3 2019 |
2,833 |
$1.49B |
+$898M |
-$115M |
+$782M |
SPY, AAPL, QQQ, IVV, USMV
|
13F-HR |
11/7/2019, 11:31 AM |
Q1 2019 |
2,191 |
$730M |
+$61.7M |
-$1.04B |
-$977M |
SPY, QQQ, FTSM, AAPL, IJH
|
13F-HR |
5/15/2019, 11:33 AM |
Q4 2018 |
3,314 |
$1.64B |
+$99.2M |
-$549M |
-$450M |
QQQ, AAPL, SPY, IJH, VTI
|
Restatement |
6/3/2019, 02:37 PM |
Q3 2018 |
3,680 |
$2.44B |
+$189M |
-$205M |
-$15.9M |
VTI, QQQ, AAPL, IJH, SPY
|
Restatement |
6/3/2019, 02:31 PM |
Q2 2018 |
3,729 |
$2.38B |
+$478M |
-$191M |
+$286M |
VTI, QQQ, IJH, AAPL, SPY
|
Restatement |
6/3/2019, 02:26 PM |
Q1 2018 |
3,197 |
$2.15B |
+$6.76M |
|
+$6.76M |
VTI, AAPL, IJH, QQQXXXX, SPY
|
Restatement |
6/3/2019, 02:14 PM |
Q4 2017 |
3,668 |
$2.2B |
+$155M |
-$539M |
-$384M |
VTI, AAPL, IJH, QQQXXXX, IVV
|
Restatement |
6/3/2019, 01:31 PM |
Q3 2017 |
3,907 |
$2.51B |
+$216M |
-$118M |
+$98.5M |
AAPL, VTI, QQQXXXX, IJH, SPY
|
13F-HR |
10/30/2017, 05:01 PM |
Q2 2017 |
3,907 |
$2.36B |
+$232M |
-$139M |
+$93M |
AAPL, IJH, QQQXXXX, IVV, SPY
|
Restatement |
6/3/2019, 01:23 PM |
Q1 2017 |
3,817 |
$2.29B |
+$284M |
-$120M |
+$164M |
AAPL, VTI, IJH, QQQXXXX, T
|
Restatement |
6/3/2019, 01:17 PM |
Q4 2016 |
3,803 |
$2.07B |
+$356M |
-$157M |
+$199M |
AAPL, VTI, T, QQQXXXX, PG
|
Restatement |
6/3/2019, 01:06 PM |
Q3 2016 |
3,714 |
$1.92B |
+$215M |
-$95.1M |
+$120M |
SPY, AAPL, VTI, BND, AGG
|
13F-HR |
11/4/2016, 02:17 PM |
Q2 2016 |
3,620 |
$1.79B |
|
|
|
BND, VTI, AGG, AAPL, T
|
Restatement |
6/3/2019, 12:27 PM |
Q1 2016 |
1,152 |
$305M |
|
|
|
QQQ, FTSM, IYR, AGG, IEFA
|
Restatement |
6/3/2019, 12:07 PM |
Q4 2015 |
3,536 |
$1.49B |
|
|
|
AAPL, VTI, QQQXXXX, PG, SPY
|
13F-HR |
2/11/2016, 08:20 AM |