Q4 2024 |
1,295 |
$5.92B |
+$504M |
-$202M |
+$303M |
IWB, VOO, AAPL, XOM, MSFT
|
13F-HR |
2/13/2025, 05:46 PM |
Q3 2024 |
1,362 |
$5.63B |
+$250M |
-$389M |
-$140M |
IWB, XOM, AAPL, MSFT, NVDA
|
13F-HR |
11/14/2024, 03:58 PM |
Q2 2024 |
1,162 |
$5.57B |
+$461M |
-$341M |
+$120M |
IWB, XOM, AAPL, MSFT, NVDA
|
13F-HR |
8/7/2024, 06:11 PM |
Q1 2024 |
1,183 |
$5.49B |
+$489M |
-$432M |
+$57.5M |
IWB, XOM, MSFT, AAPL, NVDA
|
13F-HR |
5/15/2024, 12:43 PM |
Q4 2023 |
1,258 |
$5.11B |
+$256M |
-$205M |
+$50.9M |
IWB, XOM, AAPL, MSFT, IJH
|
13F-HR |
2/14/2024, 12:34 PM |
Q3 2023 |
1,251 |
$4.52B |
+$225M |
-$312M |
-$87M |
IWB, XOM, AAPL, MSFT, EFA
|
13F-HR |
11/14/2023, 01:41 PM |
Q2 2023 |
1,204 |
$4.91B |
+$153M |
-$269M |
-$116M |
IWB, XOM, MSFT, AAPL, EFA
|
13F-HR |
8/21/2023, 03:27 PM |
Q1 2023 |
1,163 |
$4.78B |
+$218M |
-$996M |
-$778M |
IWB, XOM, MSFT, AAPL, EFA
|
13F-HR |
5/11/2023, 05:09 PM |
Q4 2022 |
891 |
$5.42B |
+$323M |
-$282M |
+$41.2M |
IWB, XOM, MSFT, AAPL, AGG
|
13F-HR |
2/13/2023, 03:58 PM |
Q3 2022 |
882 |
$4.93B |
+$428M |
-$260M |
+$168M |
IWB, XOM, AAPL, MSFT, IJH
|
13F-HR |
11/14/2022, 10:54 AM |
Q2 2022 |
902 |
$5.22B |
+$273M |
-$134M |
+$138M |
IWB, XOM, AAPL, MSFT, IJH
|
13F-HR |
8/11/2022, 02:46 PM |
Q1 2022 |
966 |
$6.06B |
+$279M |
-$350M |
-$70.8M |
IWB, AAPL, MSFT, XOM, AMZN
|
13F-HR |
5/13/2022, 10:28 AM |
Q4 2021 |
969 |
$6.46B |
+$451M |
-$222M |
+$229M |
IWB, AAPL, MSFT, XOM, AMZN
|
13F-HR |
3/10/2022, 05:21 PM |
Q3 2021 |
944 |
$5.82B |
+$620M |
-$596M |
+$23.8M |
IWB, AAPL, MSFT, AMZN, XOM
|
13F-HR |
11/10/2021, 05:03 PM |
Q1 2021 |
900 |
$5.49B |
+$262M |
-$320M |
-$58M |
IWB, AAPL, MSFT, ABBV, ABT
|
13F-HR |
4/21/2021, 03:56 PM |
Q4 2020 |
896 |
$5.23B |
+$585M |
-$335M |
+$250M |
IWB, AAPL, MSFT, ABBV, ABT
|
13F-HR |
2/11/2021, 08:03 PM |
Q3 2020 |
844 |
$4.54B |
+$438M |
-$250M |
+$189M |
IWB, AAPL, MSFT, AMZN, JNJ
|
13F-HR |
10/30/2020, 11:38 AM |
Q2 2020 |
844 |
$4.25B |
+$351M |
-$159M |
+$192M |
IWB, AAPL, MSFT, XOM, AMZN
|
13F-HR |
8/12/2020, 12:09 PM |
Q1 2020 |
822 |
$3.47B |
+$266M |
-$160M |
+$105M |
IWB, AAPL, MSFT, XOM, IJH
|
13F-HR |
5/13/2020, 03:10 PM |
Q4 2019 |
925 |
$4.42B |
+$235M |
-$196M |
+$38.6M |
IWB, XOM, AAPL, MSFT, IJH
|
13F-HR |
2/12/2020, 01:47 PM |
Q3 2019 |
899 |
$4.15B |
+$227M |
-$204M |
+$23.2M |
IWB, XOM, AAPL, MSFT, IJH
|
13F-HR |
11/13/2019, 03:07 PM |
Q2 2019 |
896 |
$4.16B |
+$187M |
-$262M |
-$75M |
IWB, XOM, AAPL, IJH, EFA
|
13F-HR |
8/13/2019, 06:21 PM |
Q1 2019 |
894 |
$4.17B |
+$375M |
-$126M |
+$250M |
IWB, XOM, IJH, AAPL, IVV
|
13F-HR |
5/14/2019, 05:48 PM |
Q4 2018 |
871 |
$3.49B |
+$441M |
-$268M |
+$173M |
XOM, IWB, IJH, AAPL, SPY
|
13F-HR |
2/13/2019, 03:44 PM |
Q3 2018 |
919 |
$3.98B |
+$229M |
-$133M |
+$96.5M |
XOM, IJH, AAPL, IVV, SPY
|
13F-HR |
11/13/2018, 09:42 AM |
Q2 2018 |
910 |
$3.71B |
+$351M |
-$150M |
+$200M |
XOM, IJH, AAPL, IVV, SPY
|
13F-HR |
8/13/2018, 10:46 AM |
Q1 2018 |
904 |
$3.52B |
+$177M |
-$163M |
+$13.7M |
XOM, IJH, AAPL, IVV, SPY
|
13F-HR |
5/14/2018, 02:54 PM |
Q4 2017 |
913 |
$3.63B |
+$191M |
-$136M |
+$55.1M |
XOM, IJH, AAPL, IVV, SPY
|
13F-HR |
2/14/2018, 08:59 AM |
Q3 2017 |
1,122 |
$3.44B |
+$373M |
-$181M |
+$193M |
XOM, IJH, AAPL, IVV, SPY
|
13F-HR |
11/14/2017, 02:40 PM |
Q2 2017 |
875 |
$3.18B |
+$144M |
-$111M |
+$32.6M |
XOM, IJH, AAPL, IVV, SPY
|
13F-HR |
8/14/2017, 10:43 AM |
Q1 2017 |
888 |
$3.2B |
+$198M |
-$94.3M |
+$103M |
XOM, IJH, AAPL, IVV, SPY
|
13F-HR |
5/15/2017, 02:08 PM |
Q4 2016 |
878 |
$3.04B |
+$136M |
-$175M |
-$38.9M |
XOM, IJH, IVV, SPY, AAPL
|
13F-HR |
2/14/2017, 09:29 AM |
Q3 2016 |
870 |
$3.02B |
+$308M |
-$147M |
+$161M |
XOM, IJH, IVV, SPY, AAPL
|
13F-HR |
11/10/2016, 03:00 PM |
Q2 2016 |
854 |
$2.84B |
+$162M |
-$135M |
+$27.3M |
XOM, IJH, IVV, AAPL, SPY
|
13F-HR |
8/12/2016, 10:15 AM |
Q1 2016 |
834 |
$2.76B |
+$171M |
-$155M |
+$16.5M |
XOM, IJH, IVV, AAPL, SPY
|
13F-HR |
5/13/2016, 03:39 PM |
Q4 2015 |
830 |
$2.76B |
+$201M |
-$155M |
+$46.3M |
XOM, IJH, IVV, AAPL, SPY
|
13F-HR |
2/9/2016, 12:32 PM |
Q3 2015 |
835 |
$2.65B |
+$190M |
-$148M |
+$41.8M |
XOM, IJH, AAPL, IVV, AAON
|
13F-HR |
11/13/2015, 09:23 AM |
Q2 2015 |
851 |
$2.94B |
+$237M |
-$167M |
+$70.6M |
XOM, IJH, AAPL, AAON, IVV
|
13F-HR |
8/13/2015, 03:45 PM |
Q1 2015 |
842 |
$2.97B |
+$389M |
-$284M |
+$105M |
XOM, IJH, AAON, AAPL, IVV
|
13F-HR |
5/14/2015, 12:33 PM |
Q4 2014 |
668 |
$2.9B |
+$326M |
-$378M |
-$51.5M |
XOM, IJH, AAPL, IVV, AAON
|
13F-HR |
2/12/2015, 01:36 PM |
Q3 2014 |
860 |
$2.99B |
+$213M |
-$200M |
+$13.8M |
XOM, IJH, AAPL, IVV, IJK
|
13F-HR |
11/13/2014, 03:18 PM |
Q2 2014 |
911 |
$3.12B |
+$311M |
-$229M |
+$81.6M |
XOM, IJH, IJK, IVV, AAPL
|
13F-HR |
8/14/2014, 09:19 AM |
Q1 2014 |
868 |
$3.02B |
+$248M |
-$175M |
+$72.5M |
XOM, IJH, IJK, EEM, IJJ
|
13F-HR |
5/13/2014, 05:58 PM |
Q4 2013 |
870 |
$2.98B |
|
|
|
XOM, IJH, EEM, IJK, AAPL
|
13F-HR |
2/14/2014, 11:58 AM |