Q4 2024 |
4,145 |
$76.4B |
+$7.03B |
-$6.25B |
+$782M |
SCHX, IVV, AGG, AAPL, SPY
|
13F-HR |
2/5/2025, 02:06 PM |
Q3 2024 |
4,058 |
$77.9B |
+$2.47B |
-$2.06B |
+$419M |
VTI, AGG, IVV, AAPL, SPY
|
13F-HR |
10/28/2024, 01:05 PM |
Q2 2024 |
3,943 |
$73.4B |
+$3.82B |
-$2.71B |
+$1.1B |
VTI, IVV, AGG, MSFT, SPY
|
13F-HR |
8/6/2024, 06:20 PM |
Q1 2024 |
3,879 |
$71.7B |
+$1.84B |
-$1.83B |
+$8.43M |
VTI, IVV, AGG, MSFT, SPY
|
13F-HR |
5/7/2024, 08:30 PM |
Q4 2023 |
3,929 |
$67.6B |
+$2.9B |
-$3.19B |
-$292M |
VTI, IVV, AGG, SPY, AAPL
|
13F-HR |
2/9/2024, 03:35 PM |
Q3 2023 |
4,057 |
$33B |
+$1.45B |
-$817M |
+$636M |
VTI, SPY, IEFA, IEMG, MUB
|
13F-HR |
11/3/2023, 04:44 PM |
Q2 2023 |
3,953 |
$48.3B |
+$3.05B |
-$2.48B |
+$571M |
VTI, IVV, AGG, IEFA, IWR
|
13F-HR |
8/9/2023, 07:23 PM |
Q1 2023 |
4,052 |
$59.2B |
+$2.2B |
-$1.82B |
+$381M |
VTI, IVV, AGG, AAPL, SPY
|
13F-HR |
5/9/2023, 01:15 PM |
Q4 2022 |
4,098 |
$56.5B |
+$5.64B |
-$1.11B |
+$4.53B |
VTI, IVV, SPY, AAPL, AGG
|
13F-HR |
2/13/2023, 02:30 PM |
Q3 2022 |
3,786 |
$48B |
+$2.21B |
-$1.58B |
+$630M |
VTI, IVV, SPY, AAPL, AGG
|
13F-HR |
10/27/2022, 03:09 PM |
Q2 2022 |
3,810 |
$51.5B |
+$2.36B |
-$1.61B |
+$756M |
VTI, IVV, SPY, AAPL, AGG
|
13F-HR |
8/1/2022, 04:38 PM |
Q1 2022 |
3,791 |
$59.9B |
+$2.48B |
-$2.12B |
+$353M |
VTI, IVV, SPY, AAPL, MSFT
|
13F-HR |
5/11/2022, 12:35 PM |
Q4 2021 |
3,828 |
$63.3B |
+$6.83B |
-$733M |
+$6.1B |
VTI, IVV, SPY, AAPL, MSFT
|
13F-HR |
2/10/2022, 08:39 PM |
Q3 2021 |
3,922 |
$53.1B |
+$1.25B |
-$992M |
+$262M |
IVV, SPY, AAPL, MSFT, IEFA
|
13F-HR |
11/10/2021, 02:35 PM |
Q2 2021 |
3,889 |
$53.3B |
+$1.55B |
-$723M |
+$822M |
SPY, IVV, AAPL, MSFT, IWR
|
13F-HR |
8/5/2021, 03:53 PM |
Q1 2021 |
3,738 |
$49.3B |
+$1.66B |
-$965M |
+$695M |
SPY, IVV, AAPL, MSFT, AGG
|
13F-HR |
4/28/2021, 02:50 PM |
Q4 2020 |
3,541 |
$46.3B |
+$1.86B |
-$986M |
+$872M |
SPY, AAPL, IVV, MSFT, AGG
|
13F-HR |
2/4/2021, 02:52 PM |
Q3 2020 |
3,392 |
$40.9B |
+$2.62B |
-$1.14B |
+$1.49B |
SPY, AAPL, IVV, MSFT, AGG
|
13F-HR |
11/10/2020, 03:26 PM |
Q2 2020 |
3,392 |
$38B |
+$1.74B |
-$1.15B |
+$596M |
SPY, MSFT, AAPL, AGG, IVV
|
13F-HR |
8/6/2020, 06:24 PM |
Q1 2020 |
3,347 |
$31.7B |
+$1.67B |
-$806M |
+$868M |
SPY, MSFT, AGG, AAPL, IVV
|
13F-HR |
5/12/2020, 06:24 PM |
Q4 2019 |
3,378 |
$39B |
+$842M |
-$928M |
-$86.6M |
SPY, AAPL, MSFT, AGG, MMM
|
13F-HR |
2/4/2020, 09:56 AM |
Q3 2019 |
3,351 |
$36.5B |
+$1.35B |
-$890M |
+$458M |
SPY, AGG, MSFT, MMM, AAPL
|
13F-HR |
11/8/2019, 10:03 AM |
Q2 2019 |
3,423 |
$35.7B |
+$1.35B |
-$804M |
+$546M |
SPY, MSFT, MMM, USB, AAPL
|
13F-HR |
8/13/2019, 05:01 PM |
Q1 2019 |
3,403 |
$34.6B |
+$849M |
-$740M |
+$109M |
SPY, MMM, MSFT, USB, AAPL
|
13F-HR |
5/8/2019, 04:16 PM |
Q4 2018 |
3,388 |
$30.6B |
+$1.59B |
-$622M |
+$964M |
SPY, MMM, MSFT, USB, EFA
|
13F-HR |
2/13/2019, 01:45 PM |
Q3 2018 |
3,475 |
$34.5B |
+$771M |
-$736M |
+$34.4M |
SPY, MMM, AAPL, USB, MSFT
|
13F-HR |
10/31/2018, 05:36 PM |
Q2 2018 |
3,431 |
$32.5B |
+$879M |
-$920M |
-$40.1M |
SPY, MMM, AAPL, USB, EFA
|
13F-HR |
8/8/2018, 05:21 PM |
Q1 2018 |
3,462 |
$32.4B |
+$1.35B |
-$666M |
+$686M |
SPY, MMM, EFA, USB, AAPL
|
13F-HR |
5/8/2018, 02:02 PM |
Q4 2017 |
3,458 |
$32.4B |
+$726M |
-$901M |
-$174M |
SPY, MMM, USB, EFA, AAPL
|
13F-HR |
2/1/2018, 05:18 PM |
Q3 2017 |
3,377 |
$31B |
+$956M |
-$529M |
+$427M |
SPY, MMM, USB, EFA, AAPL
|
13F-HR |
11/13/2017, 02:15 PM |
Q2 2017 |
3,352 |
$29.8B |
+$824M |
-$595M |
+$229M |
SPY, MMM, USB, EFA, XOM
|
13F-HR |
7/19/2017, 06:07 PM |
Q1 2017 |
3,372 |
$28.9B |
+$1.14B |
-$725M |
+$412M |
SPY, MMM, USB, EFA, XOM
|
13F-HR |
5/3/2017, 12:30 PM |
Q4 2016 |
3,347 |
$27.5B |
+$1.01B |
-$817M |
+$198M |
SPY, MMM, USB, XOM, EFA
|
13F-HR |
2/7/2017, 04:40 PM |
Q3 2016 |
3,312 |
$26.1B |
+$824M |
-$606M |
+$218M |
SPY, MMM, XOM, USB, PG
|
13F-HR |
11/4/2016, 11:37 AM |
Q2 2016 |
3,377 |
$25.2B |
+$893M |
-$564M |
+$328M |
SPY, MMM, XOM, USB, PG
|
13F-HR |
8/10/2016, 03:18 PM |
Q1 2016 |
3,326 |
$24.6B |
+$972M |
-$656M |
+$316M |
SPY, MMM, XOM, USB, PG
|
13F-HR |
5/13/2016, 12:34 PM |
Q4 2015 |
3,467 |
$24.8B |
+$1.3B |
-$914M |
+$383M |
SPY, MMM, USB, XOM, EFA
|
13F-HR |
2/10/2016, 04:11 PM |
Q3 2015 |
3,468 |
$23.8B |
+$811M |
-$646M |
+$165M |
SPY, MMM, USB, XOM, EFA
|
13F-HR |
11/13/2015, 04:58 PM |
Q2 2015 |
3,464 |
$25.8B |
+$751M |
-$536M |
+$215M |
SPY, MMM, USB, XOM, EFA
|
13F-HR |
8/10/2015, 05:16 PM |
Q1 2015 |
3,461 |
$26B |
+$941M |
-$558M |
+$382M |
MMM, SPY, USB, XOM, PG
|
13F-HR |
5/8/2015, 03:46 PM |
Q4 2014 |
3,440 |
$25.9B |
+$1.05B |
-$612M |
+$436M |
MMM, SPY, USB, XOM, PG
|
13F-HR |
2/12/2015, 05:13 PM |
Q3 2014 |
3,413 |
$24.7B |
+$526M |
-$562M |
-$36.3M |
SPY, MMM, XOM, USB, PG
|
13F-HR |
11/14/2014, 11:19 AM |
Q2 2014 |
3,415 |
$25B |
+$1.03B |
-$679M |
+$349M |
XOM, MMM, SPY, USB, EFA
|
13F-HR |
8/13/2014, 08:51 PM |
Q1 2014 |
3,374 |
$24.4B |
+$671M |
-$1.06B |
-$389M |
XOM, MMM, SPY, USB, PG
|
13F-HR |
5/14/2014, 03:56 PM |
Q4 2013 |
3,326 |
$24.7B |
|
|
|
XOM, MMM, SPY, USB, PG
|
13F-HR |
2/13/2014, 03:19 PM |