Q1 2025 |
315 |
$125M |
+$6.83M |
-$3.77M |
+$3.05M |
SCHB, SCHD, SCHF, SCHA, AAPL
|
13F-HR |
4/11/2025, 10:27 AM |
Q4 2024 |
313 |
$123M |
+$23.5M |
-$3.92M |
+$19.6M |
SCHB, SCHD, SCHF, SCHA, AAPL
|
13F-HR |
1/17/2025, 11:24 AM |
Q3 2024 |
334 |
$126M |
+$4.62M |
-$2.16M |
+$2.46M |
SCHB, SCHD, SCHF, SCHA, AAPL
|
13F-HR |
10/1/2024, 02:25 PM |
Q2 2024 |
316 |
$115M |
+$6.76M |
-$3.16M |
+$3.6M |
SCHB, SCHD, SCHF, SCHA, AAPL
|
13F-HR |
7/2/2024, 12:46 PM |
Q1 2024 |
292 |
$112M |
+$4.73M |
-$1.98M |
+$2.75M |
SCHB, SCHD, SCHF, SCHA, VTI
|
13F-HR |
4/5/2024, 12:35 PM |
Q4 2023 |
296 |
$104M |
$0 |
$0 |
|
SCHB, SCHD, SCHF, SCHA, AAPL
|
13F-HR |
2/14/2024, 12:50 PM |
Q2 2020 |
256 |
$54.1M |
+$2.67M |
-$2.42M |
+$244K |
SCHB, VTI, SCHD, AAPL, SCHA
|
13F-HR |
7/29/2020, 09:08 AM |
Q1 2020 |
249 |
$47.1M |
|
|
|
SCHB, ICSH, VTI, SCHD, SCHF
|
13F-HR |
5/13/2020, 12:45 PM |