Q4 2024 |
578 |
$5.13B |
+$307M |
-$152M |
+$154M |
VOO, IVV, AAPL, IJH, MSFT
|
13F-HR |
2/7/2025, 04:03 PM |
Q3 2024 |
561 |
$4.97B |
+$328M |
-$91.1M |
+$237M |
VOO, IVV, AAPL, MSFT, IJH
|
13F-HR |
11/8/2024, 04:04 PM |
Q2 2024 |
528 |
$4.51B |
+$1.58B |
-$61M |
+$1.52B |
VOO, IVV, MSFT, IJH, AAPL
|
13F-HR |
8/9/2024, 04:01 PM |
Q1 2024 |
404 |
$2.99B |
+$210M |
-$213M |
-$3.59M |
VOO, IVV, IJH, IEFA, MSFT
|
Restatement |
5/17/2024, 04:34 PM |
Q4 2023 |
396 |
$2.9B |
+$272M |
-$66.8M |
+$205M |
VOO, IVV, IJH, IEFA, AAPL
|
13F-HR |
2/2/2024, 04:01 PM |
Q3 2023 |
413 |
$2.45B |
+$102M |
-$298M |
-$196M |
VOO, IVV, IJH, IEFA, VTV
|
13F-HR |
11/13/2023, 04:31 PM |
Q2 2023 |
381 |
$2.75B |
+$82.9M |
-$178M |
-$94.8M |
VOO, IVV, IJH, IEFA, AAPL
|
13F-HR |
8/4/2023, 04:22 PM |
Q1 2023 |
450 |
$2.73B |
+$189M |
-$135M |
+$54.7M |
VOO, IVV, IEFA, IJH, AAPL
|
13F-HR |
5/10/2023, 04:23 PM |
Q4 2022 |
416 |
$2.56B |
+$234M |
-$107M |
+$127M |
IVV, VOO, IEFA, IJH, VTV
|
13F-HR |
2/9/2023, 03:30 PM |
Q3 2022 |
408 |
$2.25B |
+$141M |
-$82.3M |
+$58.9M |
VOO, IVV, IEFA, IJH, AAPL
|
13F-HR |
11/10/2022, 03:05 PM |
Q2 2022 |
418 |
$2.39B |
+$146M |
-$108M |
+$38.3M |
VOO, IVV, IEFA, IJH, AAPL
|
13F-HR |
8/5/2022, 04:03 PM |
Q1 2022 |
439 |
$2.86B |
+$152M |
-$161M |
-$9M |
IVV, VOO, IEFA, IJH, AAPL
|
13F-HR |
5/12/2022, 04:51 PM |
Q4 2021 |
435 |
$2.97B |
+$173M |
-$102M |
+$70.9M |
IVV, VOO, IEFA, IJH, AAPL
|
13F-HR |
2/10/2022, 03:15 PM |
Q3 2021 |
435 |
$2.71B |
+$591M |
-$166M |
+$425M |
IVV, IEFA, VOO, IJH, MSFT
|
13F-HR |
11/5/2021, 04:09 PM |
Q2 2021 |
356 |
$2.3B |
+$300M |
-$39.9M |
+$260M |
AAPL, VOO, IEFA, IJH, IVV
|
13F-HR |
8/4/2021, 04:13 PM |
Q1 2021 |
315 |
$1.9B |
+$124M |
-$72.7M |
+$51.7M |
IVV, VOO, IJH, IEFA, AAPL
|
13F-HR |
5/14/2021, 04:07 PM |
Q4 2020 |
293 |
$1.75B |
+$106M |
-$73.4M |
+$33M |
AAPL, IVV, VOO, MSFT, IJH
|
13F-HR |
2/11/2021, 03:22 PM |
Q3 2020 |
247 |
$1.56B |
+$245M |
-$96.2M |
+$149M |
AAPL, IVV, MSFT, VOO, IEFA
|
13F-HR |
11/12/2020, 03:17 PM |
Q2 2020 |
1,027 |
$1.43B |
+$72.8M |
-$91.2M |
-$18.4M |
AAPL, MSFT, IVV, SPY, IJH
|
13F-HR |
8/12/2020, 04:12 PM |
Q1 2020 |
1,047 |
$1.22B |
+$129M |
-$109M |
+$20.5M |
MSFT, AAPL, IVV, SPY, EFA
|
13F-HR |
5/8/2020, 05:23 PM |
Q4 2019 |
976 |
$1.5B |
+$82.7M |
-$85.2M |
-$2.5M |
IVV, MSFT, AAPL, EFA, VOO
|
13F-HR |
2/7/2020, 03:06 PM |
Q3 2019 |
807 |
$1.37B |
+$63.2M |
-$50.6M |
+$12.6M |
IVV, MSFT, EFA, SPY, VOO
|
13F-HR |
11/1/2019, 04:30 PM |
Q2 2019 |
779 |
$1.35B |
+$44.9M |
-$89.1M |
-$44.2M |
IVV, MSFT, EFA, SPY, VOO
|
13F-HR |
8/9/2019, 04:33 PM |
Q1 2019 |
697 |
$1.35B |
+$199M |
-$80.6M |
+$118M |
IVV, MSFT, EFA, SPY, IJH
|
13F-HR |
5/9/2019, 04:16 PM |
Q4 2018 |
501 |
$1.1B |
+$68.6M |
-$58.6M |
+$10.1M |
MSFT, EFA, IVV, SPY, IJH
|
13F-HR |
2/11/2019, 03:52 PM |
Q3 2018 |
546 |
$1.27B |
+$62M |
-$74.3M |
-$12.3M |
MSFT, EFA, AAPL, IVV, SPY
|
13F-HR |
11/2/2018, 05:13 PM |
Q2 2018 |
499 |
$1.19B |
+$67.3M |
-$82.2M |
-$14.9M |
MSFT, EFA, IJH, IVV, MDY
|
13F-HR |
7/27/2018, 04:52 PM |
Q1 2018 |
470 |
$1.19B |
+$86.1M |
-$113M |
-$26.8M |
EFA, IJH, MDY, SPY, IVV
|
13F-HR |
5/11/2018, 05:26 PM |
Q4 2017 |
500 |
$1.24B |
+$67.7M |
-$49.7M |
+$18M |
EFA, MDY, IJH, SPY, IVV
|
13F-HR |
2/9/2018, 03:54 PM |
Q3 2017 |
502 |
$1.17B |
+$63.5M |
-$69.5M |
-$6.05M |
EFA, MDY, SPY, IJH, IVV
|
13F-HR |
11/13/2017, 04:02 PM |
Q2 2017 |
500 |
$1.11B |
+$41.3M |
-$79M |
-$37.7M |
MDY, SPY, IJH, EFA, IVV
|
13F-HR |
8/10/2017, 05:06 PM |
Q1 2017 |
594 |
$1.09B |
+$91.5M |
-$47.4M |
+$44.1M |
MDY, SPY, IJH, IVV, EFA
|
13F-HR |
5/11/2017, 05:20 PM |
Q4 2016 |
613 |
$1.03B |
+$48.9M |
-$90.4M |
-$41.5M |
MDY, SPY, IVV, IJH, EFA
|
13F-HR |
2/10/2017, 04:18 PM |
Q3 2016 |
632 |
$1.05B |
+$48M |
-$47.4M |
+$600K |
MDY, SPY, IVV, IJH, EFA
|
13F-HR |
11/10/2016, 04:04 PM |
Q2 2016 |
633 |
$1.03B |
+$62.6M |
-$79M |
-$16.3M |
MDY, SPY, IVV, IJH, EFA
|
13F-HR |
8/12/2016, 05:05 PM |
Q1 2016 |
612 |
$1.04B |
+$84.5M |
-$64.1M |
+$20.4M |
MDY, SPY, IVV, IJH, EFA
|
13F-HR |
5/13/2016, 05:18 PM |
Q4 2015 |
648 |
$1.02B |
|
|
|
SPY, MDY, IVV, EFA, IJH
|
13F-HR |
2/12/2016, 07:03 PM |
Q3 2015 |
|
|
|
|
|
|
13F-NT |
11/13/2015, 06:59 AM |
Q2 2015 |
|
|
|
|
|
|
13F-NT |
8/6/2015, 11:15 AM |
Q1 2015 |
|
|
|
|
|
|
13F-NT |
5/14/2015, 08:59 AM |
Q4 2014 |
|
|
|
|
|
|
13F-NT |
2/12/2015, 08:42 AM |
Q3 2014 |
|
|
|
|
|
|
13F-NT |
11/14/2014, 09:54 AM |
Q2 2014 |
|
|
|
|
|
|
13F-NT |
8/13/2014, 02:33 PM |
Q1 2014 |
|
|
|
|
|
|
13F-NT |
5/15/2014, 10:14 AM |
Q4 2013 |
|
|
|
|
|
|
13F-NT |
2/13/2014, 12:22 PM |