Q4 2024 |
2,658 |
$29B |
+$2.73B |
-$849M |
+$1.88B |
IVV, AAPL, QUAL, MSFT, QQQ
|
13F-HR |
2/13/2025, 03:27 PM |
Q3 2024 |
2,567 |
$27.4B |
+$2.19B |
-$760M |
+$1.43B |
IVV, AAPL, QUAL, MSFT, QQQ
|
13F-HR |
11/15/2024, 08:06 AM |
Q2 2024 |
2,469 |
$24.8B |
+$1.76B |
-$1.26B |
+$497M |
IVV, MSFT, QUAL, AAPL, QQQ
|
13F-HR |
8/14/2024, 03:49 PM |
Q1 2024 |
2,454 |
$24.2B |
+$2.39B |
-$1.22B |
+$1.17B |
IVV, MSFT, QUAL, QQQ, AAPL
|
13F-HR |
5/14/2024, 02:00 PM |
Q4 2023 |
2,436 |
$21.7B |
+$2.77B |
-$925M |
+$1.84B |
IVV, MSFT, AAPL, QQQ, QUAL
|
13F-HR |
2/14/2024, 11:29 AM |
Q3 2023 |
2,410 |
$18.1B |
+$1.55B |
-$901M |
+$648M |
IVV, AAPL, MSFT, QQQ, QUAL
|
13F-HR |
11/14/2023, 07:48 AM |
Q2 2023 |
2,369 |
$18.1B |
+$3.86B |
-$478M |
+$3.38B |
IVV, AAPL, MSFT, QQQ, QUAL
|
13F-HR |
8/14/2023, 01:47 PM |
Q1 2023 |
2,018 |
$14.1B |
+$1.14B |
-$1.64B |
-$500M |
IVV, MSFT, IUSB, SPY, QUAL
|
13F-HR |
5/12/2023, 01:53 PM |
Q4 2022 |
2,147 |
$15.2B |
+$1.77B |
-$560M |
+$1.21B |
IVV, ESGU, MSFT, AAPL, IUSB
|
13F-HR |
2/13/2023, 08:34 AM |
Q3 2022 |
2,063 |
$13.2B |
+$1.41B |
-$407M |
+$1.01B |
IVV, ESGU, AAPL, MSFT, SPY
|
13F-HR |
11/14/2022, 12:20 PM |
Q2 2022 |
2,023 |
$13.1B |
+$1.78B |
-$527M |
+$1.25B |
IVV, ESGU, AAPL, MSFT, SPY
|
13F-HR |
8/12/2022, 10:03 AM |
Q1 2022 |
2,049 |
$14.1B |
+$1.65B |
-$526M |
+$1.12B |
IVV, ESGU, AAPL, QQQ, MSFT
|
13F-HR |
5/13/2022, 02:55 PM |
Q4 2021 |
2,010 |
$13.9B |
+$1.04B |
-$497M |
+$545M |
IVV, ESGU, AAPL, QQQ, MSFT
|
13F-HR |
2/14/2022, 11:24 AM |
Q3 2021 |
1,945 |
$12.6B |
+$1.22B |
-$355M |
+$865M |
IVV, ESGU, QQQ, AAPL, MSFT
|
13F-HR |
11/15/2021, 01:10 PM |
Q2 2021 |
1,894 |
$11.9B |
+$1.21B |
-$352M |
+$854M |
IVV, ESGU, QQQ, AAPL, MSFT
|
13F-HR |
8/13/2021, 02:33 PM |
Q1 2021 |
1,796 |
$10.5B |
+$1.26B |
-$546M |
+$718M |
IVV, QQQ, ESGU, AAPL, SPY
|
13F-HR |
5/14/2021, 04:58 PM |
Q4 2020 |
1,657 |
$9.34B |
+$982M |
-$363M |
+$619M |
IVV, QQQ, AAPL, ESGU, SPY
|
13F-HR |
2/12/2021, 03:18 PM |
Q3 2020 |
1,569 |
$7.97B |
+$735M |
-$579M |
+$156M |
IVV, QQQ, AAPL, SPY, AMZN
|
13F-HR |
11/13/2020, 09:49 AM |
Q2 2020 |
1,506 |
$7.47B |
+$1.3B |
-$566M |
+$733M |
IVV, QQQ, SPY, AAPL, USMV
|
13F-HR |
8/14/2020, 03:53 PM |
Q1 2020 |
1,386 |
$5.81B |
+$670M |
-$479M |
+$191M |
IVV, SPY, QQQ, USMV, GOVT
|
13F-HR |
5/14/2020, 08:40 AM |
Q4 2019 |
1,497 |
$6.98B |
+$742M |
-$328M |
+$415M |
IVV, SPY, QQQ, USMV, AAPL
|
13F-HR |
2/11/2020, 09:22 AM |
Q3 2019 |
1,464 |
$6.21B |
+$246M |
-$984M |
-$738M |
IVV, SPY, USMV, QQQ, VOO
|
13F-HR |
11/14/2019, 09:50 AM |
Q2 2019 |
1,587 |
$6.97B |
+$553M |
-$179M |
+$374M |
IVV, SPY, QQQ, VOO, USMV
|
13F-HR |
8/13/2019, 09:26 AM |
Q1 2019 |
1,585 |
$6.46B |
+$659M |
-$378M |
+$281M |
IVV, SPY, QQQ, VOO, AAPL
|
13F-HR |
5/10/2019, 04:32 PM |
Q4 2018 |
1,487 |
$5.56B |
+$711M |
-$222M |
+$489M |
SPY, IVV, QQQ, VOO, IJH
|
13F-HR |
2/14/2019, 03:42 PM |
Q3 2018 |
1,589 |
$5.93B |
+$1.47B |
-$290M |
+$1.18B |
SPY, QQQ, IVV, AAPL, IJH
|
13F-HR |
11/7/2018, 01:03 PM |
Q2 2018 |
1,336 |
$4.57B |
+$752M |
-$504M |
+$248M |
SPY, QQQ, IVV, IWF, IJH
|
13F-HR |
8/13/2018, 02:53 PM |
Q1 2018 |
1,343 |
$4.71B |
+$368M |
-$784M |
-$416M |
SPY, QQQXXXX, VUG, IWF, SDY
|
13F-HR |
5/11/2018, 10:43 AM |
Q4 2017 |
1,368 |
$5.23B |
+$443M |
-$182M |
+$261M |
IVV, SPY, QQQXXXX, VUG, IGIB
|
13F-HR |
2/13/2018, 12:41 PM |
Q3 2017 |
1,290 |
$4.81B |
+$398M |
-$867M |
-$470M |
IVV, SPY, QQQXXXX, VUG, VIG
|
13F-HR |
11/14/2017, 03:38 PM |
Q2 2017 |
1,246 |
$5.16B |
|
|
|
SPY, IVV, SPDW, AGG, VUG
|
13F-HR |
8/11/2017, 03:02 PM |
Q1 2017 |
697 |
$1.44B |
|
|
|
SPY, BLV, VIG, QQQXXXX, AAPL
|
13F-HR |
5/15/2017, 09:58 AM |
Q4 2016 |
49 |
$89.3M |
+$16.2M |
-$9.08M |
+$7.08M |
OEF, VIG, IWP, EFV, QQQXXXX
|
13F-HR |
2/13/2017, 03:34 PM |
Q3 2016 |
34 |
$87M |
+$10.9M |
-$31.5M |
-$20.6M |
OEF, VIG, IWP, QQQXXXX, EFV
|
13F-HR |
11/14/2016, 09:06 AM |
Q2 2016 |
36 |
$112M |
+$3.88M |
-$2.19M |
+$1.69M |
OEF, IWP, EFV, QQQXXXX, VIG
|
13F-HR |
8/5/2016, 04:32 PM |
Q1 2016 |
36 |
$109M |
+$17.2M |
-$10M |
+$7.24M |
OEF, IWP, EFV, QQQXXXX, VIG
|
13F-HR |
5/12/2016, 08:50 AM |
Q4 2015 |
44 |
$108M |
+$9.51M |
-$2.79M |
+$6.72M |
OEF, EFV, IWP, QQQXXXX, VIG
|
13F-HR |
2/10/2016, 03:30 PM |
Q3 2015 |
44 |
$98.5M |
+$14.5M |
-$3.64M |
+$10.9M |
OEF, EFV, IWP, QQQXXXX, VIG
|
13F-HR |
11/12/2015, 08:23 AM |
Q2 2015 |
45 |
$97.5M |
|
|
|
OEF, IWP, EFV, QQQXXXX, VIG
|
13F-HR |
7/16/2015, 04:24 PM |