Q2 2022 |
1,325 |
$344M |
+$33.3M |
-$96.7M |
-$63.4M |
AAPL, SPGI, SPY, IDV, MSFT
|
13F-HR |
8/5/2022, 11:23 AM |
Q1 2022 |
1,567 |
$485M |
+$41.1M |
-$30M |
+$11.1M |
AAPL, SPY, SPGI, MSFT, GLD
|
13F-HR |
4/7/2022, 01:57 PM |
Q4 2021 |
1,571 |
$510M |
+$42.7M |
-$16M |
+$26.7M |
AAPL, SPGI, MSFT, SPY, GLD
|
13F-HR |
1/24/2022, 04:17 PM |
Q3 2021 |
1,607 |
$452M |
+$17M |
-$9.17M |
+$7.82M |
AAPL, SPGI, MSFT, SPY, GLD
|
13F-HR |
11/12/2021, 01:47 PM |
Q2 2021 |
1,474 |
$455M |
+$32.1M |
-$38.7M |
-$6.59M |
AAPL, SPGI, MSFT, SPY, GLD
|
13F-HR |
8/12/2021, 05:00 PM |
Q1 2021 |
1,524 |
$428M |
+$38.3M |
-$67.9M |
-$29.6M |
AAPL, SPGI, MSFT, GLD, VIG
|
13F-HR |
4/23/2021, 02:10 PM |
Q4 2020 |
1,403 |
$440M |
+$89.3M |
-$18.5M |
+$70.8M |
AAPL, SPGI, MSFT, GLD, IWF
|
13F-HR |
1/28/2021, 04:25 PM |
Q3 2020 |
275 |
$339M |
+$52.6M |
-$8.67M |
+$43.9M |
AAPL, SPGI, MSFT, GLD, AMZN
|
13F-HR |
10/23/2020, 11:23 AM |
Q2 2020 |
250 |
$296M |
+$46M |
-$34.8M |
+$11.3M |
SPGI, AAPL, MSFT, GLD, AMZN
|
13F-HR |
8/14/2020, 04:05 PM |
Q1 2020 |
240 |
$259M |
+$13.7M |
-$6.6M |
+$7.15M |
SPGI, AAPL, MSFT, VOO, SPY
|
13F-HR |
5/11/2020, 05:03 PM |
Q4 2019 |
631 |
$342M |
+$54.3M |
-$4.43M |
+$49.8M |
SPGI, AAPL, EEM, MSFT, SPY
|
13F-HR |
2/10/2020, 02:00 PM |
Q3 2019 |
691 |
$276M |
+$9.96M |
-$29.8M |
-$19.9M |
SPGI, EEM, AAPL, SPY, MSFT
|
13F-HR |
11/7/2019, 01:04 PM |
Q2 2019 |
705 |
$319M |
+$80.7M |
-$8.26M |
+$72.5M |
SPY, SPGI, SPY, EEM, FLOT
|
13F-HR |
8/14/2019, 01:31 PM |
Q1 2019 |
374 |
$240M |
+$11.2M |
-$18.8M |
-$7.58M |
SPGI, FLOT, AAPL, MSFT, TIP
|
13F-HR |
5/13/2019, 03:06 PM |
Q4 2018 |
380 |
$225M |
+$22M |
-$22.9M |
-$889K |
FLOT, SPGI, AAPL, TIP, VGK
|
13F-HR |
2/11/2019, 08:31 AM |
Q3 2018 |
392 |
$264M |
+$13.1M |
-$14.2M |
-$1.13M |
SPGI, AAPL, CWB, FLOT, VEA
|
13F-HR |
11/15/2018, 12:16 PM |
Q2 2018 |
397 |
$261M |
+$49.4M |
-$8.63M |
+$40.8M |
SPGI, CWB, AAPL, VEA, FLOT
|
13F-HR |
8/6/2018, 01:42 PM |
Q1 2018 |
398 |
$219M |
+$45.9M |
-$9.24M |
+$36.6M |
VEA, SPGI, AAPL, VOO, VGK
|
13F-HR |
5/8/2018, 03:48 PM |
Q4 2017 |
382 |
$190M |
+$10.9M |
-$49.1M |
-$38.2M |
VEA, SPGI, AAPL, VOO, VGK
|
13F-HR |
2/15/2018, 02:46 PM |
Q3 2017 |
611 |
$232M |
+$143M |
-$5.14M |
+$138M |
VEA, VOO, SPGI, VGK, AAPL
|
13F-HR |
11/15/2017, 08:40 AM |
Q2 2017 |
149 |
$147M |
+$78.6M |
-$1.48M |
+$77.1M |
VWO, VOO, SPGI, VGK, AAPL
|
13F-HR |
8/14/2017, 02:15 PM |
Q1 2017 |
334 |
$129M |
|
|
|
VOO, SPGI, VGK, AAPL, EPD
|
13F-HR |
5/15/2017, 12:13 PM |