Q4 2024 |
537 |
$2.38B |
+$167M |
-$120M |
+$46.9M |
AAPL, NVDA, VTI, AMZN, AVLV
|
13F-HR |
2/11/2025, 10:40 AM |
Q3 2024 |
509 |
$2.29B |
+$167M |
-$44.4M |
+$123M |
AAPL, NVDA, VTI, AVLV, AMZN
|
13F-HR |
11/14/2024, 10:15 AM |
Q2 2024 |
463 |
$2.07B |
+$362M |
-$38.7M |
+$324M |
NVDA, AAPL, VTI, AVLV, AMZN
|
13F-HR |
8/9/2024, 02:24 PM |
Q1 2024 |
451 |
$1.81B |
+$296M |
-$33.4M |
+$262M |
AAPL, NVDA, VTI, AVLV, AMZN
|
13F-HR |
5/10/2024, 10:48 AM |
Q4 2023 |
413 |
$1.47B |
+$763M |
-$22.3M |
+$740M |
AAPL, VTI, NVDA, AVLV, AMZN
|
13F-HR |
2/6/2024, 02:13 PM |
Q3 2023 |
290 |
$659M |
+$112M |
-$35.8M |
+$76.2M |
AAPL, VTI, AVLV, AVEM, MSFT
|
13F-HR |
11/14/2023, 08:32 AM |
Q2 2023 |
274 |
$602M |
+$170M |
-$76.7M |
+$93.1M |
AAPL, VTI, AVLV, AVEM, AVDE
|
13F-HR |
8/14/2023, 09:14 AM |
Q1 2023 |
224 |
$484M |
+$231M |
-$27.4M |
+$204M |
VTI, AAPL, VLUE, IDEV, JEPI
|
13F-HR |
4/24/2023, 01:01 PM |
Q4 2022 |
134 |
$458M |
+$230M |
-$4.38M |
+$226M |
GOOG, AMZN, AXP, VLUE, AAPL
|
13F-HR |
2/10/2023, 01:28 PM |
Q3 2022 |
179 |
$330M |
+$52.2M |
-$14.7M |
+$37.5M |
VTI, VLUE, AAPL, LDUR, IDEV
|
13F-HR |
11/14/2022, 08:57 AM |
Q2 2022 |
163 |
$318M |
+$44.4M |
-$21.2M |
+$23.2M |
VLUE, VTI, AAPL, IDEV, IWS
|
13F-HR |
8/12/2022, 11:46 AM |
Q1 2022 |
178 |
$423M |
+$72.5M |
-$44.2M |
+$28.3M |
VTI, VLUE, AAPL, BRKB, COST
|
13F-HR |
5/13/2022, 08:42 AM |
Q4 2021 |
194 |
$421M |
+$45.4M |
-$14.4M |
+$30.9M |
VLUE, VTI, JPST, AAPL, IDEV
|
13F-HR |
2/11/2022, 09:32 AM |
Q3 2021 |
190 |
$380M |
+$40.3M |
-$25.3M |
+$15M |
VLUE, VTI, AAPL, IDEV, IWP
|
13F-HR |
11/12/2021, 09:14 AM |
Q2 2021 |
199 |
$371M |
+$64.7M |
-$45.1M |
+$19.6M |
VTI, VLUE, AAPL, IDEV, IWP
|
13F-HR |
8/13/2021, 10:15 AM |
Q1 2021 |
209 |
$336M |
+$118M |
-$31.1M |
+$87.1M |
VTI, VLUE, AAPL, IWS, IWP
|
13F-HR |
5/14/2021, 09:06 AM |
Q4 2020 |
130 |
$193M |
|
|
|
VTI, QUAL, IWS, AAPL, USMV
|
13F-HR |
2/12/2021, 08:15 AM |