Q2 2025 |
477 |
$694M |
+$172M |
-$156M |
+$15.7M |
VT, SPY, BIL, AAPL, MSFT
|
13F-HR |
8/12/2025, 11:36 AM |
Q1 2025 |
341 |
$588M |
+$41.6M |
-$68M |
-$26.4M |
VT, SPY, AAPL, BAC, MSFT
|
13F-HR |
4/17/2025, 03:09 PM |
Q3 2024 |
368 |
$673M |
+$50.5M |
-$27.8M |
+$22.7M |
VT, SPY, AAPL, GSST, BAC
|
13F-HR |
10/24/2024, 03:12 PM |
Q2 2024 |
348 |
$621M |
+$34.6M |
-$21.7M |
+$12.9M |
VT, SPY, AAPL, BAC, MSFT
|
13F-HR |
7/17/2024, 10:28 AM |
Q1 2024 |
341 |
$607M |
+$224M |
-$4.54M |
+$219M |
VT, SPY, AAPL, BAC, MSFT
|
Restatement |
7/17/2024, 10:18 AM |
Q4 2023 |
214 |
$366M |
+$43M |
-$9.13M |
+$33.8M |
VT, SPY, AAPL, MSFT, BIL
|
13F-HR |
1/18/2024, 02:27 PM |
Q3 2023 |
180 |
$307M |
+$5.6M |
-$7.74M |
-$2.13M |
VT, SPY, AAPL, BIL, MSFT
|
13F-HR |
10/17/2023, 09:45 AM |
Q2 2023 |
187 |
$322M |
+$9.49M |
-$62.4M |
-$52.9M |
VT, SPY, AAPL, BIL, MSFT
|
Restatement |
7/14/2023, 10:46 AM |
Q1 2023 |
205 |
$379M |
+$80.3M |
-$4.48M |
+$75.9M |
VT, SPY, BIL, BND, AAPL
|
13F-HR |
5/2/2023, 02:40 PM |
Q4 2022 |
201 |
$292M |
+$10.6M |
-$8.42M |
+$2.14M |
SPY, VT, GSLC, AAPL, BND
|
13F-HR |
2/13/2023, 07:53 PM |
Q3 2022 |
192 |
$353M |
+$8.72M |
-$125M |
-$117M |
CHRD, SPY, VT, AAPL, GSLC
|
13F-HR |
11/14/2022, 02:47 PM |
Q2 2022 |
248 |
$555M |
+$280M |
-$11.5M |
+$269M |
CHRD, AAPL, SPY, VT, JNJ
|
13F-HR |
9/20/2022, 12:43 PM |
Q1 2022 |
190 |
$350M |
+$33.2M |
-$6.76M |
+$26.4M |
SPY, VT, AAPL, GSLC, IGOV
|
13F-HR |
5/16/2022, 03:29 PM |
Q4 2021 |
219 |
$366M |
+$39.6M |
-$11.5M |
+$28.2M |
SPY, AAPL, GSLC, VT, MSFT
|
13F-HR |
2/10/2022, 02:45 PM |
Q3 2021 |
210 |
$319M |
+$176M |
-$736M |
-$560M |
SPY, VT, GSLC, AAPL, IGOV
|
13F-HR |
11/9/2021, 12:22 PM |
Q2 2021 |
311 |
$881M |
+$743M |
-$167M |
+$576M |
JPM, VUG, AAPL, OFLX, VIG
|
13F-HR |
8/13/2021, 01:01 PM |
Q1 2021 |
192 |
$293M |
+$36M |
-$15.7M |
+$20.4M |
SPY, VT, GSLC, IGOV, AAPL
|
13F-HR |
5/17/2021, 07:10 PM |
Q4 2020 |
180 |
$260M |
+$31.8M |
-$15.4M |
+$16.4M |
SPY, GSLC, AAPL, QUAL, VT
|
13F-HR |
2/12/2021, 06:39 PM |
Q3 2020 |
172 |
$225M |
+$47.4M |
-$3.87M |
+$43.5M |
SPY, GSLC, AAPL, QUAL, ECL
|
13F-HR |
11/16/2020, 08:30 AM |
Q2 2020 |
141 |
$181M |
+$20.5M |
-$9.22M |
+$11.3M |
SPY, GSLC, AAPL, QUAL, ECL
|
13F-HR |
8/10/2020, 07:04 PM |
Q1 2020 |
127 |
$150M |
+$12.4M |
-$19.7M |
-$7.36M |
SPY, GSLC, MUB, QUAL, AAPL
|
13F-HR |
5/13/2020, 07:15 PM |
Q4 2019 |
147 |
$226M |
+$44.9M |
-$4.8M |
+$40.1M |
SPY, GSLC, MUB, QUAL, ECL
|
13F-HR |
2/3/2020, 08:01 PM |
Q3 2019 |
138 |
$182M |
+$59.7M |
-$11.1M |
+$48.5M |
GSLC, MUB, QUAL, ECL, RODM
|
13F-HR |
11/1/2019, 11:07 AM |
Q2 2019 |
102 |
$132M |
+$21.2M |
-$29.8M |
-$8.6M |
GSLC, MUB, QUAL, ECL, RODM
|
13F-HR |
8/13/2019, 07:29 PM |
Q1 2019 |
255 |
$189M |
+$10.2M |
-$17.3M |
-$7.03M |
GSLC, MUB, NKE, QUAL, INTF
|
13F-HR |
5/15/2019, 08:29 PM |
Q4 2018 |
285 |
$180M |
|
|
|
MUB, GSLC, NKE, QUAL, INTF
|
13F-HR |
5/15/2019, 08:23 PM |