Q2 2021 |
222 |
$2.69B |
+$180M |
-$58.8M |
+$121M |
EFA, MSFT, AAPL, VB, AMZN
|
13F-HR |
7/28/2021, 11:03 AM |
Q1 2021 |
217 |
$2.41B |
+$173M |
-$166M |
+$7.61M |
EFA, MSFT, AAPL, VB, AMZN
|
13F-HR |
4/27/2021, 05:32 PM |
Q4 2020 |
213 |
$2.31B |
+$145M |
-$58.9M |
+$86M |
EFA, MSFT, AAPL, AMZN, VB
|
13F-HR |
2/11/2021, 09:12 AM |
Q3 2020 |
208 |
$2.03B |
+$163M |
-$44.5M |
+$118M |
EFA, MSFT, AAPL, AMZN, VB
|
13F-HR |
11/2/2020, 11:32 AM |
Q2 2020 |
187 |
$1.82B |
+$156M |
-$125M |
+$30.4M |
EFA, MSFT, AMZN, AAPL, VB
|
13F-HR |
8/5/2020, 02:22 PM |
Q1 2020 |
177 |
$1.52B |
+$134M |
-$85.9M |
+$48.5M |
EFA, MSFT, IEI, AMZN, AAPL
|
13F-HR |
5/6/2020, 11:12 AM |
Q4 2019 |
192 |
$1.9B |
+$65M |
-$28.5M |
+$36.6M |
EFA, MSFT, VB, VEA, IJH
|
13F-HR |
1/23/2020, 11:41 AM |
Q3 2019 |
191 |
$1.75B |
+$79M |
-$22.7M |
+$56.3M |
EFA, MSFT, VB, VEA, IJH
|
13F-HR |
11/4/2019, 08:48 AM |
Q2 2019 |
199 |
$1.71B |
+$44.9M |
-$29.5M |
+$15.4M |
EFA, MSFT, VEA, IJH, AMZN
|
13F-HR |
7/30/2019, 10:17 AM |
Q1 2019 |
197 |
$1.65B |
+$196M |
-$93.9M |
+$103M |
EFA, VEA, MSFT, IJH, AMZN
|
13F-HR |
5/6/2019, 10:23 AM |
Q4 2018 |
187 |
$1.38B |
+$96.2M |
-$96.2M |
-$59.3K |
EFA, VEA, MSFT, IJH, AMZN
|
13F-HR |
2/6/2019, 02:45 PM |
Q3 2018 |
184 |
$1.64B |
+$86.9M |
-$55.9M |
+$30.9M |
EFA, VEA, AMZN, IJH, MSFT
|
13F-HR |
11/9/2018, 12:17 PM |
Q2 2018 |
179 |
$1.54B |
+$64.2M |
-$30.5M |
+$33.7M |
EFA, VEA, IJH, AMZN, MSFT
|
Restatement |
7/30/2018, 01:46 PM |
Q1 2018 |
187 |
$1.5B |
+$153M |
-$50M |
+$103M |
EFA, VEA, IJH, VWO, AMZN
|
13F-HR |
5/8/2018, 03:58 PM |
Q4 2017 |
193 |
$1.45B |
+$98.1M |
-$34.7M |
+$63.4M |
EFA, IJH, VEA, VWO, VB
|
13F-HR |
2/8/2018, 10:01 AM |
Q3 2017 |
155 |
$1.35B |
+$58.9M |
-$11.3M |
+$47.6M |
EFA, IJH, VEA, VB, VWO
|
13F-HR |
11/1/2017, 10:02 AM |
Q2 2017 |
155 |
$1.28B |
+$70.5M |
-$42.1M |
+$28.5M |
EFA, IJH, VEA, VB, VWO
|
13F-HR |
8/1/2017, 12:43 PM |
Q1 2017 |
149 |
$1.24B |
+$77.9M |
-$40.3M |
+$37.6M |
EFA, IJH, VEA, VB, AAPL
|
13F-HR |
5/15/2017, 12:36 PM |
Q4 2016 |
151 |
$1.15B |
+$54.9M |
-$44.8M |
+$10.1M |
EFA, IJH, VEA, VB, AAPL
|
13F-HR |
2/7/2017, 01:08 PM |
Q3 2016 |
145 |
$1.14B |
+$63M |
-$28.1M |
+$34.9M |
EFA, IJH, VEA, VB, VCSH
|
13F-HR |
11/14/2016, 11:43 AM |
Q2 2016 |
146 |
$1.1B |
+$57.2M |
-$29.4M |
+$27.7M |
EFA, IJH, VEA, VB, VCSH
|
13F-HR |
8/1/2016, 02:02 PM |
Q1 2016 |
149 |
$1.06B |
+$117M |
-$57.6M |
+$59M |
EFA, IJH, VB, VEA, VCSH
|
13F-HR |
5/2/2016, 12:35 PM |
Q4 2015 |
174 |
$1.02B |
+$65.4M |
-$45.1M |
+$20.3M |
EFA, IJH, GILD, SBUX, AAPL
|
13F-HR |
2/11/2016, 12:58 PM |
Q3 2015 |
170 |
$960M |
+$74.2M |
-$28.9M |
+$45.3M |
EFA, IJH, VB, GILD, VEA
|
13F-HR |
11/2/2015, 12:24 PM |
Q2 2015 |
167 |
$1.02B |
+$49.3M |
-$8.9M |
+$40.4M |
EFA, IJH, AAPL, GILD, VB
|
13F-HR |
7/30/2015, 02:15 PM |
Q1 2015 |
166 |
$1.02B |
+$117M |
-$74.9M |
+$42.1M |
EFA, IJH, AAPL, VB, GILD
|
13F-HR |
5/6/2015, 01:00 PM |
Q4 2014 |
174 |
$1.02B |
+$44.8M |
-$43.9M |
+$947K |
EFA, IJH, PRFZXXXX, AAPL, GILD
|
Restatement |
2/12/2015, 12:14 PM |
Q3 2014 |
176 |
$1.01B |
+$35.8M |
-$14.8M |
+$20.9M |
EFA, IJH, PRFZXXXX, GILD, AAPL
|
13F-HR |
11/12/2014, 11:52 AM |
Q2 2014 |
178 |
$1B |
+$80.2M |
-$28.6M |
+$51.6M |
EFA, IJH, PRFZXXXX, RJI, AAPL
|
13F-HR |
7/31/2014, 05:32 PM |
Q1 2014 |
167 |
$970M |
+$76.5M |
-$37.6M |
+$38.9M |
EFA, IJH, PRFZXXXX, RJI, EPP
|
13F-HR |
4/29/2014, 02:07 PM |
Q4 2013 |
169 |
$952M |
|
|
|
EFA, IJH, PRFZXXXX, RJI, AAPL
|
13F-HR |
2/5/2014, 12:11 PM |