Q1 2025 |
81 |
$191M |
+$8.09M |
-$8.35M |
-$264K |
AAPL, NVDA, AVGO, USMV, TLT
|
13F-HR |
4/10/2025, 04:08 PM |
Q4 2024 |
83 |
$206M |
+$10.5M |
-$13.5M |
-$3.06M |
AAPL, AVGO, NVDA, USMV, TLT
|
13F-HR |
1/22/2025, 03:15 PM |
Q3 2024 |
84 |
$201M |
+$17.9M |
-$5.7M |
+$12.2M |
AAPL, NVDA, AVGO, USMV, TLT
|
13F-HR |
10/25/2024, 01:18 PM |
Q2 2024 |
80 |
$192M |
+$21.8M |
-$9.01M |
+$12.8M |
AAPL, NVDA, AVGO, USMV, TLT
|
13F-HR |
7/22/2024, 04:27 PM |
Q1 2024 |
80 |
$182M |
+$9.46M |
-$5.02M |
+$4.45M |
AAPL, NVDA, AVGO, USMV, QQQ
|
13F-HR |
4/22/2024, 04:53 PM |
Q4 2023 |
71 |
$159M |
+$15.7M |
-$4.06M |
+$11.7M |
AAPL, USMV, AVGO, QQQ, TLT
|
13F-HR |
1/12/2024, 11:57 AM |
Q3 2023 |
65 |
$130M |
+$1.88M |
-$988K |
+$889K |
AAPL, USMV, AVGO, QQQ, VIG
|
13F-HR |
10/5/2023, 04:26 PM |
Q2 2023 |
67 |
$133M |
+$11.7M |
-$2.56M |
+$9.19M |
AAPL, USMV, AVGO, QQQ, VIG
|
13F-HR |
7/13/2023, 03:41 PM |
Q1 2023 |
62 |
$114M |
+$8.07M |
-$218K |
+$7.86M |
AAPL, USMV, VIG, QQQ, AVGO
|
13F-HR |
4/18/2023, 01:08 PM |
Q4 2022 |
60 |
$98.7M |
+$5.01M |
-$1.08M |
+$3.93M |
AAPL, USMV, VIG, DIA, QQQ
|
13F-HR |
1/17/2023, 11:30 AM |
Q3 2022 |
60 |
$100M |
+$5.99M |
-$2.1M |
+$3.89M |
AAPL, USMV, VIG, QQQ, DIA
|
13F-HR |
10/12/2022, 11:42 AM |
Q2 2022 |
61 |
$112M |
+$8.81M |
-$3.88M |
+$4.93M |
AAPL, USMV, VIG, QQQ, DIA
|
13F-HR |
7/12/2022, 11:49 AM |
Q1 2022 |
66 |
$139M |
+$3.85M |
-$5.57M |
-$1.73M |
AAPL, USMV, QQQ, VIG, SPY
|
13F-HR |
4/20/2022, 11:31 AM |
Q4 2021 |
74 |
$164M |
+$5.07M |
-$1.37M |
+$3.7M |
AAPL, USMV, QQQ, VIG, SPY
|
13F-HR |
1/20/2022, 02:49 PM |
Q3 2021 |
75 |
$147M |
+$14.8M |
-$5.35M |
+$9.48M |
AAPL, USMV, QQQ, VIG, SPY
|
13F-HR |
10/13/2021, 11:44 AM |
Q2 2021 |
69 |
$141M |
+$10.8M |
-$8.7M |
+$2.14M |
AAPL, USMV, QQQ, VIG, SPY
|
13F-HR |
7/14/2021, 03:23 PM |
Q1 2021 |
71 |
$129M |
+$10.2M |
-$5.88M |
+$4.28M |
AAPL, USMV, QQQ, VIG, SPY
|
13F-HR |
4/14/2021, 01:32 PM |
Q4 2020 |
70 |
$119M |
+$9.68M |
-$6.25M |
+$3.44M |
AAPL, USMV, VUG, QQQ, VIG
|
13F-HR |
1/15/2021, 10:16 AM |
Q3 2020 |
67 |
$106M |
+$17.5M |
-$3.2M |
+$14.3M |
AAPL, USMV, QQQ, SPY, VUG
|
13F-HR |
10/8/2020, 09:27 AM |
Q2 2020 |
61 |
$96.7M |
+$17.1M |
-$378K |
+$16.7M |
USMV, AAPL, BIL, QQQ, VOO
|
13F-HR |
7/9/2020, 11:04 AM |
Q1 2020 |
51 |
$70.6M |
+$7.48M |
-$776K |
+$6.7M |
USMV, BIL, QQQ, AAPL, VIG
|
13F-HR |
4/20/2020, 04:26 PM |
Q4 2019 |
67 |
$103M |
|
|
|
USMV, BIL, AAPL, VWO, QQQ
|
13F-HR |
1/24/2020, 03:15 PM |