Q2 2022 |
161 |
$199M |
+$20M |
-$3.89M |
+$16.1M |
HDV, AAPL, VNLA, QQQ, BRKA
|
13F-HR |
11/9/2022, 11:12 AM |
Q1 2022 |
164 |
$221M |
+$15.3M |
-$3.72M |
+$11.5M |
HDV, AAPL, QQQ, VNLA, SKYY
|
13F-HR |
5/16/2022, 03:49 PM |
Q4 2021 |
170 |
$221M |
+$19.9M |
-$1.69M |
+$18.2M |
HDV, AAPL, QQQ, VNLA, SKYY
|
13F-HR |
2/14/2022, 06:20 PM |
Q3 2021 |
161 |
$190M |
+$17.2M |
-$3.94M |
+$13.2M |
HDV, AAPL, VNLA, SKYY, QQQ
|
13F-HR |
11/15/2021, 12:47 PM |
Q2 2021 |
149 |
$184M |
+$8.52M |
-$5.33M |
+$3.19M |
HDV, VNLA, SKYY, AAPL, QQQ
|
13F-HR |
8/16/2021, 01:23 PM |
Q1 2021 |
140 |
$171M |
+$8.35M |
-$6.57M |
+$1.78M |
HDV, VNLA, SKYY, AAPL, QQQ
|
13F-HR |
5/17/2021, 02:27 PM |
Q4 2020 |
136 |
$157M |
+$13.6M |
-$2.36M |
+$11.2M |
HDV, VNLA, AAPL, SKYY, QQQ
|
13F-HR |
2/16/2021, 12:46 PM |
Q3 2020 |
119 |
$140M |
+$16.8M |
-$3.84M |
+$13M |
HDV, VNLA, AAPL, QQQ, SKYY
|
13F-HR |
11/16/2020, 03:02 PM |
Q2 2020 |
111 |
$127M |
+$11.8M |
-$5.62M |
+$6.23M |
HDV, VNLA, AAPL, QQQ, IEFA
|
13F-HR |
8/14/2020, 02:38 PM |
Q1 2020 |
97 |
$104M |
+$15.9M |
-$1.38M |
+$14.5M |
HDV, VNLA, MINT, IEFA, QQQ
|
13F-HR |
5/15/2020, 10:08 PM |
Q4 2019 |
104 |
$98M |
+$8.31M |
-$5.08M |
+$3.23M |
VNLA, IEFA, EEMV, AAPL, QQQ
|
13F-HR |
2/18/2020, 10:30 AM |
Q3 2019 |
98 |
$108M |
+$14.4M |
-$1.04M |
+$13.3M |
HDV, VNLA, IEFA, EEMV, QQQ
|
13F-HR |
11/15/2019, 05:41 PM |
Q2 2019 |
90 |
$90.1M |
+$19.6M |
-$9.32M |
+$10.3M |
HDV, VNLA, EEMV, QQQ, AAPL
|
13F-HR |
8/15/2019, 05:13 PM |
Q1 2019 |
95 |
$86.8M |
+$7.78M |
-$2.88M |
+$4.9M |
VNLA, IEFA, EEMV, QQQ, AAPL
|
13F-HR |
5/15/2019, 04:19 PM |
Q4 2018 |
88 |
$86.6M |
+$11.2M |
-$3.48M |
+$7.69M |
HDV, IEFA, VNLA, EEMV, QQQ
|
13F-HR |
2/8/2019, 06:15 PM |
Q3 2018 |
92 |
$93.3M |
+$9.6M |
-$877K |
+$8.72M |
HDV, VNLA, EEMV, QQQ, AAPL
|
13F-HR |
11/5/2018, 05:17 PM |
Q2 2018 |
88 |
$83.6M |
+$12.4M |
-$2.09M |
+$10.3M |
HDV, VNLA, EEMV, QQQ, VGK
|
13F-HR |
8/16/2018, 02:15 PM |
Q1 2018 |
73 |
$79.5M |
+$15.5M |
-$5.71M |
+$9.79M |
HDV, VNLA, EEMV, QQQXXXX, VGK
|
13F-HR |
5/15/2018, 03:25 PM |
Q4 2017 |
73 |
$82.6M |
|
|
|
HDV, EEM, VNLA, QQQXXXX, VGK
|
13F-HR |
2/27/2018, 04:24 PM |