Q4 2024 |
291 |
$1.25B |
+$77.6M |
-$109M |
-$31.5M |
SMRI, VOO, VEA, BILL, VTV
|
13F-HR |
2/13/2025, 09:00 AM |
Q3 2024 |
295 |
$1.28B |
+$151M |
-$31M |
+$120M |
SMRI, VOO, VEA, ABBV, VTV
|
13F-HR |
11/14/2024, 01:06 PM |
Q2 2024 |
276 |
$1.09B |
+$51.3M |
-$98.5M |
-$47.2M |
SMRI, VOO, VEA, VTV, MSFT
|
13F-HR |
8/15/2024, 10:17 AM |
Q1 2024 |
284 |
$1.17B |
+$33.6M |
-$165M |
-$132M |
SMRI, VOO, VEA, VTV, ABBV
|
13F-HR |
5/14/2024, 05:49 PM |
Q4 2023 |
288 |
$1.19B |
+$86.6M |
-$171M |
-$84M |
SMRI, VOO, VEA, VTV, RSP
|
13F-HR |
2/9/2024, 05:11 PM |
Q3 2023 |
351 |
$1.16B |
+$212M |
-$248M |
-$35.4M |
SMRI, VOO, VEA, VTV, ABBV
|
13F-HR |
11/8/2023, 11:34 AM |
Q2 2023 |
340 |
$1.23B |
+$187M |
-$63M |
+$124M |
VOO, VTV, VEA, ABBV, ABT
|
13F-HR |
8/8/2023, 10:33 AM |
Q1 2023 |
341 |
$1.08B |
+$110M |
-$208M |
-$98.7M |
VOO, VEA, ABBV, ABT, VTV
|
13F-HR |
5/10/2023, 09:22 AM |
Q4 2022 |
341 |
$1.16B |
+$257M |
-$146M |
+$111M |
VOO, ABT, VEA, VWO, ABBV
|
13F-HR |
2/3/2023, 08:24 AM |
Q3 2022 |
324 |
$1.01B |
+$204M |
-$73.3M |
+$130M |
VOO, VWO, VTV, ABT, ABBV
|
13F-HR |
10/28/2022, 04:26 PM |
Q2 2022 |
332 |
$993M |
+$178M |
-$80.9M |
+$97.2M |
VOO, VTV, VBR, MSFT, AAPL
|
13F-HR |
7/26/2022, 04:34 PM |
Q1 2022 |
340 |
$1.14B |
+$175M |
-$232M |
-$56.7M |
VOO, VTV, MSFT, AAPL, SPY
|
13F-HR |
5/9/2022, 03:59 PM |
Q4 2021 |
364 |
$1.35B |
+$221M |
-$98.8M |
+$122M |
VOO, VEA, MSFT, XLK, VWO
|
13F-HR |
1/25/2022, 09:19 AM |
Q3 2021 |
343 |
$1.19B |
+$172M |
-$149M |
+$23.3M |
VOO, MSFT, XLK, AAPL, AMZN
|
13F-HR |
11/3/2021, 01:12 PM |
Q2 2021 |
338 |
$1.2B |
+$157M |
-$104M |
+$53M |
VOO, MSFT, XLK, AAPL, VEA
|
Restatement |
7/29/2021, 05:20 PM |
Q1 2021 |
322 |
$1.07B |
+$108M |
-$168M |
-$60.3M |
VOO, MSFT, XLK, VEA, XLV
|
13F-HR |
5/10/2021, 07:03 AM |
Q4 2020 |
344 |
$1.15B |
+$249M |
-$63.9M |
+$185M |
VOO, TSLA, MSFT, XLK, AAPL
|
13F-HR |
2/10/2021, 07:01 AM |
Q3 2020 |
322 |
$909M |
+$102M |
-$67.3M |
+$34.9M |
VOO, MSFT, XLK, AAPL, AMZN
|
13F-HR |
11/12/2020, 08:35 AM |
Q2 2020 |
274 |
$842M |
+$101M |
-$143M |
-$42.3M |
VOO, MSFT, VEA, AAPL, XLK
|
13F-HR |
8/4/2020, 07:42 AM |
Q1 2020 |
245 |
$751M |
+$93.8M |
-$110M |
-$16.7M |
VOO, SPY, VEA, XLK, MSFT
|
13F-HR |
4/29/2020, 02:19 PM |
Q4 2019 |
271 |
$1.06B |
+$61M |
-$38.3M |
+$22.7M |
VOO, XLK, VEA, SPY, VWO
|
13F-HR |
2/6/2020, 02:30 PM |
Q3 2019 |
250 |
$969M |
+$272M |
-$16.8M |
+$255M |
VOO, XLK, VEA, SPY, VWO
|
13F-HR |
10/25/2019, 04:27 PM |
Q2 2019 |
213 |
$740M |
+$40.3M |
-$48M |
-$7.71M |
VOO, VEA, XLK, IWB, SPY
|
13F-HR |
8/7/2019, 05:41 PM |
Q1 2019 |
216 |
$738M |
|
|
|
VOO, VEA, XLK, IWB, EFA
|
New Holdings |
6/21/2019, 03:32 PM |
Q1 2019 |
216 |
$738M |
+$274M |
-$457M |
-$183M |
VOO, VEA, XLK, IWB, EFA
|
13F-HR |
5/13/2019, 09:25 PM |
Q4 2018 |
291 |
$1.02B |
|
|
|
ABBV, ABT, VEA, GOOGL, MSFT
|
13F-HR |
2/13/2019, 07:56 AM |