| Q3 2025 |
4,938 |
$6.62B |
+$1.67B |
-$383M |
+$1.28B |
IVV, VOO, AAPL, NVDA, VEA
|
13F-HR |
10/14/2025, 02:11 PM |
| Q2 2025 |
4,479 |
$4.99B |
+$1.15B |
-$271M |
+$879M |
IVV, VOO, VEA, AAPL, IUSB
|
13F-HR |
7/11/2025, 02:08 PM |
| Q1 2025 |
4,256 |
$3.92B |
+$1.3B |
-$87.7M |
+$1.21B |
IVV, VOO, AAPL, IUSB, ORLY
|
13F-HR |
4/14/2025, 03:35 PM |
| Q4 2024 |
3,991 |
$2.77B |
+$454M |
-$322M |
+$132M |
IVV, VOO, IUSB, AAPL, MSFT
|
13F-HR |
2/7/2025, 06:12 PM |
| Q3 2024 |
3,983 |
$2.67B |
+$577M |
-$76.4M |
+$500M |
IVV, VOO, NVDA, AAPL, IUSB
|
13F-HR |
10/28/2024, 05:33 PM |
| Q2 2024 |
3,807 |
$2.06B |
+$494M |
-$45.5M |
+$449M |
IVV, VOO, NVDA, AAPL, IUSB
|
13F-HR |
7/31/2024, 02:59 PM |
| Q1 2024 |
3,555 |
$1.64B |
+$260M |
-$90.1M |
+$170M |
IVV, VOO, NVDA, IUSB, FFIU
|
13F-HR |
5/13/2024, 07:42 PM |
| Q4 2023 |
3,524 |
$1.39B |
+$724M |
-$26.6M |
+$697M |
IVV, VOO, AAPL, FFIU, BSV
|
13F-HR |
2/14/2024, 06:31 PM |
| Q3 2023 |
2,597 |
$637M |
+$219M |
-$18M |
+$201M |
IVV, FFIU, IUSB, AAPL, MSFT
|
13F-HR |
11/13/2023, 07:33 PM |
| Q2 2023 |
2,484 |
$458M |
+$123M |
-$20M |
+$103M |
IVV, FFIU, IUSB, AAPL, CVX
|
Restatement |
5/13/2024, 07:52 PM |
| Q1 2023 |
2,335 |
$342M |
+$100M |
-$27.2M |
+$73.2M |
IVV, VCIT, BRKB, IUSB, CVX
|
Restatement |
5/13/2024, 07:47 PM |
| Q4 2022 |
2,168 |
$258M |
|
|
|
IVV, VCIT, ESGU, CVX, BRKB
|
13F-HR |
9/11/2023, 07:48 PM |