Q4 2024 |
2,752 |
$1.93B |
+$300M |
-$89.1M |
+$211M |
VOO, VO, NVDA, AAPL, QQQ
|
13F-HR |
2/7/2025, 09:21 AM |
Q3 2024 |
2,680 |
$1.76B |
+$293M |
-$76.9M |
+$216M |
VOO, VO, QQQ, AAPL, EFV
|
13F-HR |
11/12/2024, 04:52 PM |
Q2 2024 |
2,416 |
$1.47B |
+$275M |
-$97.1M |
+$178M |
VOO, VO, QQQ, EFV, AAPL
|
13F-HR |
8/2/2024, 02:54 PM |
Q1 2024 |
1,757 |
$1.29B |
+$150M |
-$72.8M |
+$77.7M |
VO, VOO, QQQ, AVDV, AVEM
|
13F-HR |
5/3/2024, 04:03 PM |
Q4 2023 |
1,765 |
$1.14B |
+$81.2M |
-$56.8M |
+$24.4M |
VO, VOO, AVDV, QQQ, AVEM
|
13F-HR |
2/1/2024, 02:32 PM |
Q3 2023 |
1,767 |
$1.02B |
+$80.3M |
-$27.8M |
+$52.5M |
VO, VOO, AVDV, AVEM, QQQ
|
13F-HR |
11/3/2023, 10:06 AM |
Q2 2023 |
1,558 |
$1B |
+$78.6M |
-$33.5M |
+$45.2M |
VO, VOO, AVDV, AVEM, QQQ
|
13F-HR |
8/3/2023, 03:19 PM |
Q1 2023 |
1,538 |
$920M |
+$75.2M |
-$28.2M |
+$47M |
VO, AVDV, VOO, AVEM, QQQ
|
13F-HR |
5/4/2023, 02:48 PM |
Q4 2022 |
1,497 |
$835M |
+$200M |
-$121M |
+$78.3M |
VO, AVDV, VOO, AVEM, UCON
|
13F-HR |
2/3/2023, 07:24 AM |
Q3 2022 |
1,196 |
$702M |
+$194M |
-$29.1M |
+$165M |
VO, VOO, AVEM, QQQ, FIXD
|
13F-HR |
11/3/2022, 01:35 PM |
Q2 2022 |
1,104 |
$578M |
+$65M |
-$17M |
+$48M |
VO, VOO, AVDV, FIXD, QQQ
|
13F-HR |
8/4/2022, 01:12 PM |
Q1 2022 |
968 |
$625M |
+$60.6M |
-$26.5M |
+$34.1M |
VO, VOO, QQQ, AVDV, FIXD
|
13F-HR |
5/5/2022, 11:02 AM |
Q4 2021 |
1,006 |
$629M |
+$114M |
-$9.15M |
+$104M |
VO, VOO, QQQ, AVDV, FIXD
|
13F-HR |
2/3/2022, 02:18 PM |
Q3 2021 |
841 |
$504M |
+$92.2M |
-$12.6M |
+$79.6M |
VO, QQQ, VOO, AVDV, DFUS
|
13F-HR |
11/4/2021, 09:36 AM |
Q2 2021 |
782 |
$430M |
+$74.9M |
-$2.88M |
+$72M |
VO, QQQ, VOO, DFUS, SPYV
|
13F-HR |
8/10/2021, 01:43 PM |
Q1 2021 |
783 |
$340M |
+$36.2M |
-$7.27M |
+$29M |
VO, QQQ, VOO, SPYV, FIXD
|
Restatement |
5/6/2021, 11:14 AM |
Q4 2020 |
688 |
$294M |
+$29.2M |
-$10.6M |
+$18.6M |
VO, QQQ, VOO, SPYV, SPTM
|
13F-HR |
1/14/2021, 09:59 AM |
Q3 2020 |
653 |
$243M |
+$88.3M |
-$59.8M |
+$28.5M |
VO, VOO, QQQ, SPYV, SPTM
|
13F-HR |
10/8/2020, 11:19 AM |
Q2 2020 |
602 |
$210M |
+$37.8M |
-$11M |
+$26.8M |
SLYV, REET, GWX, DLS, SPYV
|
13F-HR |
7/10/2020, 03:29 PM |
Q1 2020 |
463 |
$160M |
+$35.3M |
-$9.95M |
+$25.3M |
SLYV, GWX, REET, SPYV, GUNR
|
13F-HR |
4/9/2020, 10:23 AM |
Q4 2019 |
496 |
$174M |
+$17.1M |
-$5.04M |
+$12M |
GWX, GUNR, SLYV, EFV, DEM
|
13F-HR |
1/10/2020, 09:59 AM |
Q3 2019 |
479 |
$153M |
+$25.8M |
-$3.51M |
+$22.3M |
GUNR, GWX, SLYV, EFV, DEM
|
13F-HR |
10/11/2019, 07:46 AM |
Q2 2019 |
428 |
$134M |
+$8.41M |
-$1.28M |
+$7.13M |
GUNR, GWX, EFV, SLYV, DEM
|
13F-HR |
7/16/2019, 04:54 PM |
Q1 2019 |
436 |
$126M |
+$8.72M |
-$1.25M |
+$7.47M |
GUNR, GWX, EFV, SLYV, DEM
|
Restatement |
4/5/2019, 03:24 PM |
Q4 2018 |
407 |
$108M |
+$31.8M |
-$596K |
+$31.2M |
GUNR, GWX, EFV, SLYV, SPAB
|
13F-HR |
2/7/2019, 12:21 PM |
Q3 2018 |
50 |
$87.5M |
+$3M |
-$3.7M |
-$695K |
GUNR, EFV, SPAB, DEM, SPTM
|
13F-HR |
10/9/2018, 09:21 AM |
Q2 2018 |
48 |
$86.8M |
+$8.91M |
-$3.07M |
+$5.84M |
GUNR, EFV, SPAB, DEM, SPTM
|
13F-HR |
7/19/2018, 03:12 PM |
Q1 2018 |
46 |
$85.2M |
+$31.5M |
-$51.9M |
-$20.3M |
GUNR, EFV, SPAB, DEM, SPTM
|
13F-HR |
5/15/2018, 03:42 PM |
Q4 2017 |
71 |
$119M |
|
|
|
GUNR, EFV, VWO, IVV, VBR
|
13F-HR |
2/13/2018, 03:09 PM |