Q2 2025 |
265 |
$1.47B |
+$224M |
-$1.68B |
-$1.46B |
IVVW, TIP, NVDA, MSFT, AAPL
|
13F-HR |
8/5/2025, 06:01 AM |
Q1 2025 |
272 |
$2.79B |
+$120M |
-$2.6B |
-$2.48B |
VYM, SCHD, TIP, EMB, BKLN
|
13F-HR |
5/2/2025, 06:00 AM |
Q4 2024 |
270 |
$5.3B |
+$1.02B |
-$310M |
+$714M |
VYM, SCHD, SPLG, IVV, TIP
|
13F-HR |
1/23/2025, 06:01 AM |
Q3 2024 |
269 |
$5.09B |
+$654M |
-$460M |
+$194M |
VYM, SCHD, SPLG, EMB, IVV
|
13F-HR |
10/16/2024, 06:02 AM |
Q2 2024 |
274 |
$4.32B |
+$714M |
-$228M |
+$486M |
VYM, SCHD, SPLG, IVV, VWO
|
13F-HR |
7/19/2024, 06:09 AM |
Q1 2024 |
262 |
$3.85B |
+$906M |
-$242M |
+$665M |
VYM, SCHD, IVV, VWO, TIP
|
13F-HR |
4/26/2024, 06:02 AM |
Q4 2023 |
258 |
$3.22B |
+$532M |
-$1.06B |
-$527M |
VYM, SCHD, EMB, TIP, BKLN
|
13F-HR |
1/30/2024, 06:02 AM |
Q3 2023 |
259 |
$3.55B |
+$1.39B |
-$255M |
+$1.13B |
VYM, SPY, EMB, GSG, BKLN
|
13F-HR |
10/23/2023, 06:11 AM |
Q2 2023 |
260 |
$2.27B |
+$1.22B |
-$48.9M |
+$1.17B |
VYM, SPY, VWO, EMB, BKLN
|
13F-HR |
7/20/2023, 06:01 AM |
Q1 2023 |
256 |
$1.19B |
+$321M |
-$12.7M |
+$308M |
SPY, TIP, VWO, EMB, BKLN
|
13F-HR |
4/27/2023, 06:13 AM |
Q4 2022 |
262 |
$1.36B |
+$10.5M |
-$960M |
-$950M |
VYM, SPY, EMB, TIP, BKLN
|
13F-HR |
1/17/2023, 08:44 PM |
Q3 2022 |
266 |
$2.36B |
+$121M |
-$42.9M |
+$78.5M |
VYM, AAXJ, SPY, TIP, BKLN
|
13F-HR |
10/31/2022, 06:13 AM |
Q2 2022 |
275 |
$3.57B |
+$1.29B |
-$1.09B |
+$203M |
VYM, IVV, AAXJ, SPY, TIP
|
13F-HR |
7/22/2022, 06:07 AM |
Q1 2022 |
271 |
$4.04B |
+$272M |
-$217M |
+$55.1M |
IVV, AAXJ, SPY, TIP, BKLN
|
13F-HR |
4/27/2022, 06:03 AM |
Q4 2021 |
273 |
$4.2B |
+$391M |
-$87.6M |
+$304M |
IVV, AAXJ, TIP, VNQ, BKLN
|
13F-HR |
2/4/2022, 05:02 AM |
Q3 2021 |
270 |
$3.74B |
+$755M |
-$135M |
+$620M |
IVV, TIP, AAXJ, EMB, GSG
|
13F-HR |
10/25/2021, 06:30 AM |
Q2 2021 |
285 |
$3.14B |
+$654M |
-$195M |
+$459M |
IVV, AAXJ, TIP, VWO, EMB
|
13F-HR |
7/20/2021, 06:02 AM |
Q1 2021 |
281 |
$2.49B |
+$192M |
-$195M |
-$2.56M |
IVV, AAPL, EMB, MSFT, BKLN
|
13F-HR |
4/27/2021, 06:01 AM |
Q4 2020 |
273 |
$2.37B |
+$94M |
-$104M |
-$10M |
IVV, TIP, AAPL, VWO, MSFT
|
13F-HR |
2/5/2021, 05:02 AM |
Q3 2020 |
266 |
$2.15B |
+$220M |
-$49.3M |
+$171M |
IVV, TIP, AAPL, MSFT, EMB
|
13F-HR |
10/29/2020, 06:20 AM |
Q2 2020 |
261 |
$1.87B |
+$253M |
-$63.6M |
+$189M |
IVV, AAPL, MSFT, AMZN, META
|
13F-HR |
7/22/2020, 06:02 AM |
Q1 2020 |
268 |
$1.41B |
+$712M |
-$7.52M |
+$705M |
IVV, AAPL, MSFT, AMZN, META
|
13F-HR |
5/1/2020, 08:35 AM |
Q4 2019 |
264 |
$883M |
+$60.6M |
-$5.11M |
+$55.5M |
IVV, AAPL, MSFT, AMZN, META
|
13F-HR |
1/23/2020, 07:20 PM |
Q3 2019 |
265 |
$769M |
+$19.8M |
-$101M |
-$81.2M |
IVV, AAPL, MSFT, AMZN, GOOGL
|
13F-HR |
10/24/2019, 06:04 AM |
Q2 2019 |
269 |
$847M |
+$95.1M |
-$14M |
+$81.1M |
IVV, MSFT, AAPL, AMZN, META
|
13F-HR |
7/26/2019, 06:06 AM |
Q1 2019 |
258 |
$744M |
+$12.4M |
-$82.6M |
-$70.2M |
AAPL, MSFT, AMZN, GOOGL, JNJ
|
13F-HR |
4/17/2019, 06:13 AM |
Q4 2018 |
255 |
$722M |
+$22.9M |
-$10.7M |
+$12.1M |
AAPL, MSFT, AMZN, JNJ, GOOGL
|
13F-HR |
1/24/2019, 05:05 AM |
Q3 2018 |
259 |
$832M |
+$12.5M |
-$49.3M |
-$36.8M |
AAPL, AMZN, MSFT, GOOGL, JNJ
|
13F-HR |
10/18/2018, 06:05 AM |
Q2 2018 |
253 |
$815M |
+$60.4M |
-$11.2M |
+$49.2M |
AAPL, MSFT, AMZN, META, GOOGL
|
13F-HR |
7/23/2018, 06:09 AM |
Q1 2018 |
255 |
$756M |
+$20.6M |
-$42.5M |
-$21.9M |
AAPL, MSFT, AMZN, JPM, META
|
13F-HR |
4/27/2018, 07:18 AM |
Q4 2017 |
257 |
$797M |
+$22.3M |
-$49.7M |
-$27.4M |
AAPL, MSFT, AMZN, META, JNJ
|
13F-HR |
1/31/2018, 08:23 PM |
Q3 2017 |
258 |
$785M |
+$35M |
-$30.5M |
+$4.45M |
AAPL, MSFT, META, AMZN, JNJ
|
13F-HR |
10/17/2017, 06:04 AM |
Q2 2017 |
261 |
$767M |
+$95.8M |
-$15.9M |
+$79.8M |
AAPL, MSFT, AMZN, JNJ, META
|
13F-HR |
7/27/2017, 06:06 AM |
Q1 2017 |
285 |
$707M |
+$27.2M |
-$52.4M |
-$25.3M |
AAPL, MSFT, AMZN, JNJ, JPM
|
13F-HR |
4/26/2017, 06:01 AM |
Q4 2016 |
278 |
$701M |
+$52.2M |
-$23M |
+$29.2M |
AAPL, MSFT, XOM, JPM, JNJ
|
13F-HR |
1/27/2017, 05:01 AM |
Q3 2016 |
291 |
$674M |
+$35M |
-$102M |
-$67.2M |
AAPL, MSFT, XOM, AMZN, JNJ
|
13F-HR |
10/25/2016, 06:02 AM |
Q2 2016 |
280 |
$730M |
+$18.6M |
-$58.8M |
-$40.2M |
AAPL, MSFT, XOM, JNJ, AMZN
|
13F-HR |
7/15/2016, 06:03 AM |
Q1 2016 |
283 |
$769M |
+$30.6M |
-$35.7M |
-$5.15M |
AAPL, MSFT, XOM, GEXXXX, T
|
13F-HR |
4/26/2016, 06:28 AM |
Q4 2015 |
287 |
$792M |
+$45.1M |
-$24.3M |
+$20.8M |
AAPL, MSFT, XOM, GEXXXX, AMZN
|
13F-HR |
1/20/2016, 08:19 PM |
Q3 2015 |
293 |
$754M |
+$39.8M |
-$26.8M |
+$13.1M |
AAPL, MSFT, XOM, GEXXXX, WFC
|
13F-HR |
10/22/2015, 06:02 AM |
Q2 2015 |
294 |
$821M |
+$39.9M |
-$97M |
-$57.2M |
AAPL, MSFT, XOM, WFC, GEXXXX
|
13F-HR |
7/28/2015, 09:34 PM |
Q1 2015 |
289 |
$907M |
+$39.1M |
-$113M |
-$73.8M |
AAPL, XOM, MSFT, JNJ, WFC
|
13F-HR |
4/30/2015, 06:01 AM |
Q4 2014 |
285 |
$1.01B |
+$29.1M |
-$69.9M |
-$40.8M |
AAPL, XOM, MSFT, JNJ, WFC
|
13F-HR |
2/4/2015, 05:08 AM |
Q3 2014 |
281 |
$1.02B |
+$27.9M |
-$45.4M |
-$17.5M |
AAPL, XOM, MSFT, JNJ, WFC
|
13F-HR |
11/4/2014, 05:12 AM |
Q2 2014 |
290 |
$1.05B |
+$101M |
-$70.8M |
+$30.3M |
AAPL, XOM, MSFT, JNJ, GEXXXX
|
13F-HR |
7/29/2014, 08:42 PM |
Q1 2014 |
271 |
$1.03B |
+$37M |
-$109M |
-$71.7M |
AAPL, XOM, MSFT, GOOGLXXXX, GEXXXX
|
13F-HR |
5/2/2014, 06:17 AM |
Q4 2013 |
264 |
$1.11B |
|
|
|
AAPL, XOM, GOOGLXXXX, MSFT, GEXXXX
|
13F-HR |
2/7/2014, 05:05 AM |