Q4 2024 |
151 |
$180M |
+$11.8M |
-$5.39M |
+$6.4M |
EFSC, AAPL, MSFT, PEP, BRKA
|
13F-HR |
2/7/2025, 02:27 PM |
Q3 2024 |
149 |
$172M |
+$4.21M |
-$8.27M |
-$4.06M |
EFSC, PEP, MSFT, AAPL, BRKA
|
13F-HR |
11/12/2024, 10:59 AM |
Q2 2024 |
155 |
$162M |
+$4.62M |
-$6.89M |
-$2.27M |
EFSC, MSFT, PEP, AAPL, BRKA
|
13F-HR |
8/13/2024, 10:10 AM |
Q1 2024 |
161 |
$166M |
+$4.34M |
-$12.4M |
-$8.03M |
EFSC, PEP, MSFT, AAPL, BRKA
|
13F-HR |
5/14/2024, 09:35 AM |
Q4 2023 |
168 |
$164M |
+$9.02M |
-$2.65M |
+$6.37M |
EFSC, PEP, MSFT, AAPL, BRKA
|
13F-HR |
2/9/2024, 04:45 PM |
Q3 2023 |
167 |
$145M |
+$2.42M |
-$7.97M |
-$5.55M |
EFSC, PEP, MSFT, AAPL, BRKA
|
13F-HR |
10/31/2023, 01:18 PM |
Q2 2023 |
166 |
$157M |
+$5.4M |
-$7.54M |
-$2.14M |
EFSC, PEP, AAPL, MSFT, BRKA
|
13F-HR |
8/11/2023, 08:07 PM |
Q1 2023 |
159 |
$153M |
+$10.1M |
-$3.25M |
+$6.8M |
EFSC, PEP, AAPL, MSFT, BRKA
|
13F-HR |
5/15/2023, 05:15 PM |
Q4 2022 |
152 |
$145M |
+$4.07M |
-$5.74M |
-$1.66M |
EFSC, PEP, MSFT, AAPL, BRKA
|
13F-HR |
2/14/2023, 03:57 PM |
Q3 2022 |
144 |
$134M |
+$6.21M |
-$3.11M |
+$3.09M |
EFSC, PEP, AAPL, MSFT, BRKA
|
13F-HR |
11/14/2022, 03:16 PM |
Q2 2022 |
285 |
$513M |
+$106M |
-$98M |
+$7.51M |
IWB, IWF, IJR, IWD, EFA
|
13F-HR |
8/9/2022, 01:39 PM |
Q1 2022 |
287 |
$609M |
+$49.4M |
-$18.1M |
+$31.3M |
IWB, SCHG, SCHD, SCHA, EFA
|
13F-HR |
5/16/2022, 03:38 PM |
Q4 2021 |
350 |
$651M |
+$110M |
-$213M |
-$104M |
IWB, SCHG, SCHD, SCHA, EFA
|
13F-HR |
2/14/2022, 09:44 AM |
Q3 2021 |
397 |
$772M |
+$168M |
-$32.4M |
+$136M |
IWB, SCHG, EFSC, SCHD, SCHA
|
13F-HR |
11/15/2021, 05:20 PM |
Q2 2021 |
1,301 |
$625M |
+$60.3M |
-$21.8M |
+$38.5M |
IWB, SCHG, SCHD, SCHA, EFA
|
13F-HR |
8/16/2021, 04:17 PM |
Q1 2021 |
1,316 |
$541M |
+$19.9M |
-$10.3M |
+$9.55M |
SCHG, IWB, SCHD, SCHA, EFA
|
13F-HR |
5/13/2021, 02:25 PM |
Q4 2020 |
1,184 |
$520M |
+$11.7M |
-$20.5M |
-$8.74M |
SCHG, IWB, SCHD, SCHA, EFA
|
13F-HR |
2/12/2021, 03:16 PM |
Q3 2020 |
1,152 |
$481M |
+$48.7M |
-$48.5M |
+$202K |
SCHG, IWB, SCHD, SPIB, EFA
|
13F-HR |
11/13/2020, 02:28 PM |
Q2 2020 |
1,137 |
$430M |
+$90M |
-$82.3M |
+$7.73M |
IWB, SPIB, SCHA, SCHD, EFA
|
13F-HR |
8/3/2020, 06:37 PM |
Q1 2020 |
1,139 |
$377M |
+$41M |
-$10.6M |
+$30.3M |
FLRN, SCHG, IWB, USFRXXXX, SCHD
|
13F-HR |
5/15/2020, 12:11 PM |
Q4 2019 |
1,057 |
$458M |
+$20.6M |
-$27.1M |
-$6.52M |
SCHG, FLRN, EFSC, SCHD, SCHA
|
13F-HR |
1/28/2020, 04:19 PM |
Q3 2019 |
1,051 |
$425M |
+$3.49M |
-$23.6M |
-$20.1M |
SCHG, FLRN, EFSC, SCHA, USFRXXXX
|
13F-HR |
10/31/2019, 04:44 PM |
Q2 2019 |
1,083 |
$440M |
+$7.17M |
-$14.2M |
-$7.06M |
SCHG, FLRN, EFSC, SCHA, SCHD
|
13F-HR |
7/30/2019, 04:04 PM |
Q1 2019 |
1,113 |
$457M |
+$286M |
-$4.35M |
+$281M |
SCHG, FLRN, EFSC, SCHA, USFRXXXX
|
13F-HR |
4/26/2019, 05:20 PM |
Q4 2018 |
905 |
$158M |
+$4.49M |
-$8.6M |
-$4.12M |
EFSC, IVV, PEP, AGG, IVE
|
13F-HR |
1/25/2019, 03:21 PM |
Q3 2018 |
967 |
$191M |
+$3.59M |
-$18.3M |
-$14.7M |
EFSC, IVV, PEP, AGG, IVE
|
13F-HR |
10/26/2018, 04:34 PM |
Q2 2018 |
909 |
$197M |
+$6.66M |
-$6.03M |
+$625K |
EFSC, IVV, PEP, AGG, EFA
|
13F-HR |
7/27/2018, 02:56 PM |
Q1 2018 |
887 |
$194M |
+$3.79M |
-$9.18M |
-$5.38M |
EFSC, IVV, PEP, AGG, EFA
|
13F-HR |
4/27/2018, 05:26 PM |
Q4 2017 |
857 |
$206M |
+$5.38M |
-$11.2M |
-$5.78M |
EFSC, IVV, PEP, AGG, EFA
|
13F-HR |
1/26/2018, 12:34 PM |
Q3 2017 |
862 |
$202M |
+$5.99M |
-$7.79M |
-$1.79M |
EFSC, IVV, PEP, AGG, EFA
|
13F-HR |
10/27/2017, 03:22 PM |
Q2 2017 |
880 |
$200M |
+$6.92M |
-$8.81M |
-$1.89M |
EFSC, IVV, PEP, AGG, EFA
|
13F-HR |
7/28/2017, 03:18 PM |
Q1 2017 |
1,010 |
$203M |
+$7.44M |
-$6.72M |
+$722K |
EFSC, IVV, PEP, AGG, EFA
|
13F-HR |
4/27/2017, 02:12 PM |
Q4 2016 |
1,009 |
$199M |
+$21.1M |
-$10.2M |
+$10.9M |
EFSC, IVV, PEP, AGG, IVE
|
13F-HR |
1/26/2017, 12:47 PM |
Q3 2016 |
940 |
$177M |
+$6.45M |
-$4.27M |
+$2.19M |
EFSC, IVV, PEP, EFA, IVE
|
13F-HR |
10/28/2016, 11:07 AM |
Q2 2016 |
926 |
$170M |
+$7.51M |
-$7.4M |
+$106K |
EFSC, IVV, PEP, EFA, IVE
|
13F-HR |
7/29/2016, 09:39 AM |
Q1 2016 |
967 |
$166M |
+$14.5M |
-$16.3M |
-$1.78M |
EFSC, IVV, PEP, EFA, IVE
|
13F-HR |
4/29/2016, 02:07 PM |
Q4 2015 |
1,033 |
$169M |
+$14.4M |
-$8.34M |
+$6.1M |
EFSC, IVV, EFA, IVE, IVW
|
13F-HR |
1/29/2016, 09:42 AM |
Q3 2015 |
999 |
$156M |
+$5.81M |
-$6.98M |
-$1.16M |
EFSC, IVV, EFA, IVE, IVW
|
13F-HR |
10/29/2015, 02:25 PM |
Q2 2015 |
1,012 |
$169M |
+$8.31M |
-$6.09M |
+$2.23M |
EFSC, IVV, EFA, IVE, IVW
|
13F-HR |
7/27/2015, 10:02 AM |
Q1 2015 |
1,100 |
$164M |
+$8.44M |
-$4.58M |
+$3.86M |
EFSC, IVV, EFA, IVE, IVW
|
13F-HR |
4/29/2015, 09:00 AM |
Q4 2014 |
1,129 |
$158M |
+$8.31M |
-$5.87M |
+$2.44M |
EFSC, IVV, EFA, IVE, IVW
|
13F-HR |
1/23/2015, 07:35 AM |
Q3 2014 |
1,111 |
$155M |
+$4.64M |
-$7.99M |
-$3.35M |
EFSC, EFA, IVV, IVE, IVW
|
13F-HR |
10/24/2014, 11:14 AM |
Q2 2014 |
1,138 |
$163M |
+$8.24M |
-$5.02M |
+$3.22M |
EFSC, EFA, IVV, IVE, IVW
|
13F-HR |
7/24/2014, 11:02 AM |
Q1 2014 |
1,173 |
$160M |
+$6.19M |
-$15M |
-$8.84M |
EFSC, EFA, IVV, IVE, IVW
|
13F-HR |
4/24/2014, 01:17 PM |
Q4 2013 |
1,073 |
$168M |
|
|
|
EFSC, EFA, IVV, IVE, IVW
|
13F-HR |
1/30/2014, 09:39 AM |