Q4 2024 |
1,269 |
$7.13B |
+$486M |
-$440M |
+$45.7M |
VTI, AAPL, MSFT, QQQ, IWD
|
13F-HR |
1/28/2025, 03:13 PM |
Q3 2024 |
1,291 |
$7.05B |
+$443M |
-$263M |
+$180M |
VTI, AAPL, MSFT, QQQ, IWD
|
13F-HR |
10/28/2024, 03:33 PM |
Q2 2024 |
1,272 |
$6.56B |
+$415M |
-$235M |
+$179M |
VTI, AAPL, MSFT, QQQ, IWD
|
13F-HR |
8/6/2024, 11:13 AM |
Q1 2024 |
1,306 |
$6.45B |
+$592M |
-$336M |
+$256M |
VTI, AAPL, MSFT, IWD, QQQ
|
13F-HR |
5/15/2024, 11:13 AM |
Q4 2023 |
1,247 |
$5.8B |
+$434M |
-$340M |
+$94M |
VTI, AAPL, MSFT, IWD, SHY
|
13F-HR |
2/13/2024, 05:29 PM |
Q3 2023 |
1,300 |
$5.22B |
+$323M |
-$474M |
-$151M |
VTI, AAPL, SHY, IWD, MSFT
|
13F-HR |
11/14/2023, 11:15 AM |
Q2 2023 |
1,302 |
$5.56B |
+$460M |
-$385M |
+$74.9M |
VTI, AAPL, IWD, MSFT, SHY
|
13F-HR |
8/14/2023, 05:38 PM |
Q1 2023 |
1,190 |
$5.21B |
+$430M |
-$272M |
+$159M |
VTI, AAPL, SHY, IWD, MSFT
|
13F-HR |
5/15/2023, 12:51 PM |
Q4 2022 |
1,167 |
$4.88B |
+$349M |
-$376M |
-$27.4M |
VTI, IWD, AAPL, SHY, IWS
|
Restatement |
2/14/2023, 08:59 AM |
Q3 2022 |
1,200 |
$4.68B |
+$383M |
-$306M |
+$77.3M |
VTI, AAPL, IWD, SHY, MSFT
|
13F-HR |
11/2/2022, 12:00 PM |
Q2 2022 |
1,225 |
$4.95B |
+$295M |
-$472M |
-$177M |
VTI, IWD, AAPL, SHY, MSFT
|
13F-HR |
8/3/2022, 03:48 PM |
Q1 2022 |
1,317 |
$6.11B |
+$509M |
-$578M |
-$69M |
VTI, SHY, AAPL, IWD, MSFT
|
13F-HR |
5/4/2022, 02:31 PM |
Q4 2021 |
1,345 |
$6.59B |
+$329M |
-$557M |
-$228M |
VTI, AAPL, SHY, IWD, MSFT
|
13F-HR |
3/7/2022, 11:18 AM |
Q3 2021 |
1,351 |
$6.46B |
+$283M |
-$421M |
-$138M |
VTI, SHY, IGSB, AAPL, IWD
|
13F-HR |
10/27/2021, 04:45 PM |
Q2 2021 |
1,339 |
$6.68B |
+$519M |
-$272M |
+$247M |
VTI, IGSB, SHY, AAPL, IWD
|
13F-HR |
8/12/2021, 10:38 AM |
Q1 2021 |
1,301 |
$6.09B |
+$684M |
-$464M |
+$220M |
VTI, SHY, IGSB, AAPL, IWD
|
13F-HR |
5/14/2021, 04:36 PM |
Q4 2020 |
1,214 |
$5.57B |
+$397M |
-$365M |
+$32.3M |
VTI, SHY, AAPL, IWD, IWS
|
13F-HR |
2/10/2021, 10:55 AM |
Q3 2020 |
1,176 |
$5.08B |
+$456M |
-$192M |
+$264M |
VTI, SHY, IGSB, IWF, AAPL
|
13F-HR |
11/12/2020, 04:39 PM |
Q2 2020 |
1,138 |
$4.64B |
+$543M |
-$210M |
+$334M |
VTI, IGSB, IWF, IWS, IAUXXXX
|
13F-HR |
8/24/2020, 01:33 PM |
Q1 2020 |
1,095 |
$3.75B |
+$442M |
-$361M |
+$80.8M |
VTI, BIV, IWS, IWD, IWF
|
13F-HR |
5/14/2020, 10:08 AM |
Q4 2019 |
1,137 |
$4.76B |
+$257M |
-$241M |
+$16.3M |
VTI, IWS, IWD, IGSB, IWF
|
13F-HR |
2/14/2020, 10:48 AM |
Q3 2019 |
1,141 |
$4.54B |
+$377M |
-$185M |
+$192M |
VTI, IWS, IWD, IGSB, IWF
|
13F-HR |
10/18/2019, 03:45 PM |
Q2 2019 |
1,174 |
$4.41B |
+$296M |
-$161M |
+$135M |
VTI, IWS, IWD, IWF, IGSB
|
13F-HR |
8/1/2019, 04:41 PM |
Q1 2019 |
1,169 |
$4.22B |
+$420M |
-$122M |
+$298M |
VTI, IWS, IWD, IWF, IWP
|
13F-HR |
5/3/2019, 12:23 PM |
Q4 2018 |
1,106 |
$3.52B |
+$344M |
-$181M |
+$162M |
IWS, IWD, IWF, VTI, IWP
|
13F-HR |
2/11/2019, 10:13 AM |
Q3 2018 |
1,156 |
$4.02B |
+$772M |
-$139M |
+$632M |
IWS, IWD, IWF, IWP, IWN
|
13F-HR |
11/14/2018, 10:13 AM |
Q2 2018 |
861 |
$3.31B |
+$731M |
-$123M |
+$608M |
IWS, IWD, IWN, IWP, IWF
|
13F-HR |
8/10/2018, 03:49 PM |
Q1 2018 |
686 |
$2.68B |
+$249M |
-$125M |
+$124M |
IWS, IWD, IWF, IWN, IWP
|
13F-HR |
5/3/2018, 03:40 PM |
Q4 2017 |
686 |
$2.67B |
+$134M |
-$344M |
-$210M |
IWS, IWD, IWF, IWN, IWP
|
13F-HR |
2/5/2018, 02:05 PM |
Q3 2017 |
703 |
$2.77B |
+$186M |
-$76.3M |
+$110M |
IWS, IWD, IWN, IWP, IWF
|
13F-HR |
11/8/2017, 01:54 PM |
Q2 2017 |
868 |
$2.91B |
+$240M |
-$86.5M |
+$154M |
IWS, IWD, IWN, IWP, IWF
|
13F-HR |
8/10/2017, 12:40 PM |
Q1 2017 |
844 |
$2.75B |
+$308M |
-$78M |
+$230M |
IWS, IWD, IWN, IWP, IWF
|
13F-HR |
5/11/2017, 03:30 PM |
Q4 2016 |
793 |
$2.45B |
+$224M |
-$90.8M |
+$133M |
IWS, IWD, IWN, IWP, IWF
|
13F-HR |
2/9/2017, 02:39 PM |
Q3 2016 |
772 |
$2.28B |
+$138M |
-$115M |
+$23.3M |
IWS, IWD, IWN, IWP, IWF
|
Restatement |
11/30/2016, 11:01 AM |
Q2 2016 |
767 |
$2.24B |
+$200M |
-$43.6M |
+$156M |
IWS, IWD, IWN, IWP, IWF
|
13F-HR |
8/5/2016, 02:51 PM |
Q1 2016 |
754 |
$2.04B |
+$198M |
-$149M |
+$49.8M |
IWS, IWD, IWN, IWP, IWF
|
13F-HR |
5/5/2016, 12:19 PM |
Q4 2015 |
751 |
$1.99B |
+$167M |
-$101M |
+$66.9M |
IWS, IWD, IWN, IWF, IWP
|
13F-HR |
2/10/2016, 02:48 PM |
Q3 2015 |
753 |
$1.92B |
+$161M |
-$158M |
+$3.05M |
IWS, IWD, IWN, IWF, IWP
|
13F-HR |
11/3/2015, 11:09 AM |
Q2 2015 |
798 |
$2.2B |
+$213M |
-$122M |
+$91M |
IWS, IWD, IWN, IWF, JBHT
|
13F-HR |
7/29/2015, 10:56 AM |
Q1 2015 |
816 |
$2.2B |
+$214M |
-$79.9M |
+$134M |
IWS, IWD, IWF, IWN, IWP
|
13F-HR |
5/6/2015, 05:13 PM |
Q4 2014 |
808 |
$2.11B |
+$189M |
-$117M |
+$72.1M |
IWS, IWD, IWF, IWN, IWP
|
13F-HR |
2/12/2015, 04:24 PM |
Q3 2014 |
811 |
$2.02B |
+$230M |
-$77.6M |
+$152M |
IWS, IWD, IWF, IWN, IWP
|
13F-HR |
11/13/2014, 04:39 PM |
Q2 2014 |
843 |
$1.99B |
+$176M |
-$56.2M |
+$120M |
IWS, IWD, IWF, IWN, IWP
|
13F-HR |
8/15/2014, 11:10 AM |
Q1 2014 |
802 |
$1.83B |
+$331M |
-$38.9M |
+$292M |
IWS, IWD, IWF, IWN, IWP
|
13F-HR |
5/13/2014, 12:51 PM |
Q4 2013 |
872 |
$2.02B |
|
|
|
IWS, VCSH, IWD, IWF, IWN
|
13F-HR |
2/14/2014, 03:44 PM |