Q4 2024 |
248 |
$696M |
+$15.5M |
-$74M |
-$58.5M |
IVV, AAPL, DY, VTI, MSFT
|
13F-HR |
2/6/2025, 09:58 AM |
Q3 2024 |
284 |
$740M |
+$44.9M |
-$16.7M |
+$28.2M |
IVV, AAPL, VTI, DY, SPY
|
13F-HR |
11/8/2024, 01:46 PM |
Q2 2024 |
266 |
$668M |
+$79.9M |
-$21.7M |
+$58.2M |
IVV, VTI, AAPL, DY, SPY
|
13F-HR |
8/7/2024, 12:14 PM |
Q1 2024 |
253 |
$602M |
+$57.2M |
-$56.3M |
+$892K |
IVV, AAPL, DY, SPY, MSFT
|
13F-HR |
5/1/2024, 11:18 AM |
Q4 2023 |
153 |
$394M |
|
|
|
IVV, VTI, SPY, WBD, PG
|
Restatement |
2/13/2024, 09:36 AM |
Q3 2023 |
220 |
$431M |
+$21.6M |
-$31.7M |
-$10.1M |
IVV, VTI, AAPL, DY, ABBV
|
13F-HR |
11/7/2023, 01:28 PM |
Q2 2023 |
204 |
$462M |
+$19.8M |
-$14.4M |
+$5.43M |
IVV, VTI, AAPL, DY, WBD
|
13F-HR |
8/8/2023, 12:19 PM |
Q1 2023 |
196 |
$440M |
+$3.97M |
-$10.9M |
-$6.91M |
IVV, VTI, AAPL, WBD, DY
|
13F-HR |
5/3/2023, 03:13 PM |
Q4 2022 |
198 |
$420M |
+$12.2M |
-$10.8M |
+$1.37M |
IVV, VTI, AAPL, DY, ABBV
|
13F-HR |
2/8/2023, 03:01 PM |
Q3 2022 |
186 |
$396M |
+$30.4M |
-$5.01M |
+$25.3M |
IVV, VTI, AAPL, DY, WBD
|
13F-HR |
11/14/2022, 08:58 AM |
Q2 2022 |
230 |
$396M |
+$25.8M |
-$4.43M |
+$21.3M |
IVV, VTI, DY, AAPL, ABBV
|
13F-HR |
7/28/2022, 03:51 PM |
Q1 2022 |
193 |
$489M |
+$26.7M |
-$36.1M |
-$9.37M |
IVV, VTI, DISCK, AAPL, DY
|
13F-HR |
5/5/2022, 11:33 AM |
Q4 2021 |
190 |
$519M |
+$48.6M |
-$12.8M |
+$35.9M |
IVV, VTI, DISCK, AAPL, SPY
|
13F-HR |
2/1/2022, 03:55 PM |
Q3 2021 |
191 |
$428M |
+$18.3M |
-$6.65M |
+$11.7M |
IVV, VTI, DISCK, AAPL, SPY
|
13F-HR |
11/12/2021, 09:07 AM |
Q2 2021 |
123 |
$339M |
+$17.7M |
-$6.55M |
+$11.2M |
IVV, VTI, AAPL, SPY, PG
|
13F-HR |
8/13/2021, 01:08 PM |
Q1 2021 |
168 |
$421M |
+$27.8M |
-$25.5M |
+$2.37M |
IVV, DISCK, VTI, DY, AAPL
|
13F-HR |
5/5/2021, 10:25 AM |
Q4 2020 |
147 |
$385M |
+$17.6M |
-$14.1M |
+$3.54M |
IVV, VTI, DISCK, AAPL, DY
|
13F-HR |
2/10/2021, 12:24 PM |
Q3 2020 |
143 |
$335M |
+$22.5M |
-$22.8M |
-$358K |
IVV, VTI, DISCK, PG, AAPL
|
13F-HR |
11/16/2020, 09:14 AM |
Q2 2020 |
132 |
$322M |
+$13.2M |
-$5.84M |
+$7.35M |
IVV, VTI, DISCK, EFA, PG
|
13F-HR |
8/13/2020, 07:31 AM |
Q1 2020 |
143 |
$271M |
+$6.68M |
-$23.4M |
-$16.7M |
IVV, VTI, DISCK, EFA, PG
|
13F-HR |
5/5/2020, 11:10 AM |
Q4 2019 |
169 |
$384M |
+$12.2M |
-$2.22M |
+$9.97M |
IVV, DISCK, VTI, EFA, MINT
|
13F-HR |
2/6/2020, 10:33 AM |
Q3 2019 |
160 |
$345M |
+$9.32M |
-$5.3M |
+$4.02M |
IVV, DISCK, VTI, EFA, MINT
|
13F-HR |
11/7/2019, 10:34 AM |
Q2 2019 |
150 |
$347M |
+$25.3M |
-$20.6M |
+$4.67M |
IVV, DISCK, VTI, EFA, MINT
|
13F-HR |
8/9/2019, 01:24 PM |
Q1 2019 |
127 |
$336M |
+$29M |
-$41M |
-$12M |
IVV, DISCK, VTI, EFA, MINT
|
13F-HR |
5/7/2019, 11:01 AM |
Q4 2018 |
176 |
$380M |
+$111M |
-$8.63M |
+$102M |
IVV, DISCK, VTI, EFA, MINT
|
13F-HR |
2/11/2019, 01:26 PM |
Q3 2018 |
151 |
$332M |
+$119M |
-$2.27M |
+$116M |
IVV, DISCK, VTI, MINT, VXUS
|
13F-HR |
11/6/2018, 11:15 AM |
Q2 2018 |
851 |
$220M |
+$26.4M |
-$6.57M |
+$19.8M |
IVV, DISCK, MINT, DY, EFA
|
13F-HR |
8/14/2018, 11:51 AM |
Q1 2018 |
846 |
$194M |
+$30.5M |
-$3.24M |
+$27.2M |
IVV, DISCK, DY, EFA, PG
|
13F-HR |
5/14/2018, 08:34 AM |
Q4 2017 |
903 |
$175M |
|
|
|
IVV, DY, EFA, PG, ABBV
|
13F-HR |
2/9/2018, 09:23 AM |