Q4 2024 |
224 |
$422M |
+$8.33M |
-$45.4M |
-$37.1M |
AAPL, IVV, DGRO, BRKB, VYM
|
13F-HR |
1/31/2025, 07:58 PM |
Q3 2024 |
230 |
$458M |
+$22.1M |
-$39.8M |
-$17.7M |
AAPL, IVV, DGRO, BRKB, VYM
|
13F-HR |
11/4/2024, 12:54 PM |
Q2 2024 |
224 |
$450M |
+$30.4M |
-$91.4M |
-$61M |
AAPL, IVV, DGRO, VYM, BRKB
|
13F-HR |
8/2/2024, 05:42 PM |
Q1 2024 |
233 |
$501M |
+$37.5M |
-$53.5M |
-$16M |
AAPL, DGRO, IVV, VYM, VTV
|
13F-HR |
5/8/2024, 06:15 PM |
Q4 2023 |
221 |
$490M |
+$37.8M |
-$111M |
-$73.7M |
AAPL, DGRO, IVV, VYM, VTV
|
13F-HR |
2/9/2024, 03:55 PM |
Q3 2023 |
237 |
$520M |
+$43.8M |
-$15.5M |
+$28.3M |
AAPL, IVV, DGRO, AGG, VYM
|
13F-HR |
10/31/2023, 09:09 PM |
Q2 2023 |
215 |
$510M |
+$36.2M |
-$11M |
+$25.2M |
AAPL, DGRO, IVV, VYM, VTV
|
13F-HR |
7/20/2023, 10:16 AM |
Q1 2023 |
197 |
$469M |
+$75.8M |
-$19.9M |
+$56M |
AAPL, DGRO, IVV, VYM, IJR
|
13F-HR |
5/8/2023, 05:31 PM |
Q4 2022 |
166 |
$411M |
+$30.8M |
-$32.7M |
-$1.97M |
DGRO, IVV, AAPL, VTV, IJR
|
13F-HR |
2/10/2023, 03:16 PM |
Q3 2022 |
154 |
$390M |
+$28.1M |
-$17.4M |
+$10.7M |
IVV, DGRO, AAPL, VTV, AGG
|
13F-HR |
11/7/2022, 08:15 PM |
Q2 2022 |
156 |
$422M |
+$63.4M |
-$14.9M |
+$48.5M |
IVV, DGRO, AAPL, VTV, QQQ
|
13F-HR |
8/10/2022, 02:41 PM |
Q1 2022 |
170 |
$468M |
+$53.6M |
-$22.6M |
+$31M |
IVV, DGRO, AAPL, VTV, QQQ
|
13F-HR |
5/10/2022, 08:10 PM |
Q4 2021 |
184 |
$482M |
+$41.3M |
-$13.9M |
+$27.4M |
IVV, DGRO, AAPL, LMBS, VTV
|
13F-HR |
2/3/2022, 08:44 PM |
Q3 2021 |
182 |
$431M |
+$36.5M |
-$36.2M |
+$262K |
IVV, DGRO, AAPL, QQQ, VTV
|
13F-HR |
11/12/2021, 10:26 AM |
Q2 2021 |
177 |
$434M |
+$49.6M |
-$21.6M |
+$28M |
IVV, DGRO, AAPL, QQQ, VTV
|
13F-HR |
8/3/2021, 08:55 PM |
Q1 2021 |
186 |
$385M |
+$63M |
-$16.7M |
+$46.3M |
IVV, DGRO, AAPL, QQQ, JPST
|
13F-HR |
5/7/2021, 07:01 PM |
Q4 2020 |
171 |
$325M |
+$28M |
-$9.94M |
+$18M |
IVV, AAPL, DGRO, QQQ, IEMG
|
13F-HR |
2/4/2021, 02:09 PM |
Q3 2020 |
171 |
$288M |
+$60.6M |
-$14.1M |
+$46.5M |
AAPL, IVV, DGRO, QQQ, MA
|
13F-HR |
11/6/2020, 08:24 PM |
Q2 2020 |
154 |
$252M |
+$41.1M |
-$31.9M |
+$9.21M |
DGRO, IVV, AAPL, QQQ, MA
|
13F-HR |
7/23/2020, 05:24 PM |
Q1 2020 |
144 |
$234M |
+$26.2M |
-$55.9M |
-$29.7M |
DGRO, IVV, AAPL, QQQ, IXUS
|
13F-HR |
4/23/2020, 04:19 PM |
Q4 2019 |
159 |
$334M |
|
|
|
SHV, DGRO, IVV, AAPL, IXUS
|
13F-HR |
2/10/2020, 01:49 PM |