Q4 2019 |
314 |
$756M |
|
|
|
SPY, IEFA, GSIE, BND, BNDX
|
13F-HR |
2/11/2020, 12:38 PM |
Q3 2019 |
|
|
|
|
|
|
13F-NT |
10/8/2019, 10:37 AM |
Q2 2019 |
|
|
|
|
|
|
13F-NT |
7/12/2019, 08:43 AM |
Q1 2019 |
|
|
|
|
|
|
13F-NT |
4/9/2019, 09:30 AM |
Q4 2018 |
|
|
|
|
|
|
13F-NT |
1/14/2019, 09:10 AM |
Q3 2018 |
|
|
|
|
|
|
13F-NT |
10/9/2018, 02:25 PM |
Q2 2018 |
478 |
$1.37B |
+$74.6M |
-$112M |
-$36.9M |
IVV, VGIT, AAPL, VCSH, AMZN
|
13F-HR |
7/16/2018, 10:17 AM |
Q1 2018 |
501 |
$1.42B |
+$97.1M |
-$102M |
-$4.62M |
IVV, VGIT, AAPL, VCSH, EFA
|
13F-HR |
4/23/2018, 11:44 AM |
Q4 2017 |
502 |
$1.47B |
+$129M |
-$110M |
+$18.7M |
IVV, VGIT, AAPL, EFA, BND
|
13F-HR |
2/7/2018, 01:04 PM |
Q3 2017 |
514 |
$1.42B |
+$123M |
-$74.6M |
+$48.4M |
IVV, VGIT, VGSH, IGIB, AAPL
|
13F-HR |
10/17/2017, 11:02 AM |
Q2 2017 |
502 |
$1.37B |
+$73.4M |
-$41.5M |
+$31.9M |
IVV, VGIT, IGIB, VGSH, AAPL
|
13F-HR |
7/10/2017, 01:35 PM |
Q1 2017 |
507 |
$1.34B |
+$141M |
-$166M |
-$24.1M |
IVV, VGIT, IGIB, AAPL, VGSH
|
13F-HR |
5/2/2017, 01:59 PM |
Q4 2016 |
500 |
$1.33B |
+$198M |
-$115M |
+$82.5M |
IVV, BND, VGIT, EFA, AAPL
|
13F-HR |
1/17/2017, 11:58 AM |
Q3 2016 |
490 |
$1.25B |
+$88.4M |
-$49.7M |
+$38.7M |
IVV, VGIT, IGIB, VGSH, AAPL
|
13F-HR |
10/28/2016, 02:11 PM |
Q2 2016 |
498 |
$1.22B |
+$197M |
-$71.8M |
+$125M |
IVV, VGIT, IGIB, XOM, VGSH
|
13F-HR |
7/19/2016, 01:13 PM |
Q1 2016 |
504 |
$1.1B |
+$117M |
-$100M |
+$16.7M |
IVV, AAPL, XOM, EFA, MDY
|
13F-HR |
4/18/2016, 01:25 PM |
Q4 2015 |
522 |
$1.16B |
+$173M |
-$61.3M |
+$112M |
IVV, BND, AAPL, EFA, XOM
|
13F-HR |
1/21/2016, 01:36 PM |
Q3 2015 |
512 |
$1.03B |
+$85.1M |
-$49.3M |
+$35.8M |
IVV, AAPL, EFA, MDY, XOM
|
13F-HR |
10/23/2015, 10:45 AM |
Q2 2015 |
531 |
$1.12B |
+$109M |
-$46.5M |
+$62.5M |
IVV, AAPL, EFA, MDY, XOM
|
13F-HR |
7/20/2015, 11:25 AM |
Q1 2015 |
543 |
$1.11B |
+$171M |
-$82.9M |
+$88.6M |
IVV, AAPL, EFA, XOM, MLPI
|
13F-HR |
4/21/2015, 02:44 PM |
Q4 2014 |
540 |
$1.04B |
+$106M |
-$98.1M |
+$8.02M |
AAPL, XOM, IVV, MDY, MLPI
|
13F-HR |
1/23/2015, 12:59 PM |
Q3 2014 |
524 |
$1.02B |
+$68.9M |
-$87.7M |
-$18.8M |
AAPL, XOM, MLPI, MDY, SPY
|
13F-HR |
10/14/2014, 05:29 PM |
Q2 2014 |
535 |
$1.07B |
+$136M |
-$72.9M |
+$62.7M |
AAPL, XOM, VNQ, MLPI, CVX
|
13F-HR |
7/25/2014, 09:07 AM |
Q1 2014 |
539 |
$1.03B |
+$102M |
-$75.7M |
+$26.2M |
XOM, AAPL, VNQ, SPY, CVX
|
13F-HR |
5/7/2014, 10:03 AM |
Q4 2013 |
550 |
$1.03B |
|
|
|
XOM, AAPL, CVX, VNQ, MDY
|
13F-HR |
1/10/2014, 02:32 PM |