Q4 2024 |
388 |
$987M |
+$34M |
-$33.2M |
+$757K |
VOO, IEFA, IJH, VEA, AAPL
|
13F-HR |
2/12/2025, 10:47 AM |
Q3 2024 |
380 |
$1B |
+$32.1M |
-$12.8M |
+$19.3M |
VOO, IEFA, IJH, MSFT, VEA
|
13F-HR |
11/12/2024, 09:34 AM |
Q2 2024 |
378 |
$940M |
+$37.9M |
-$25.9M |
+$12M |
VOO, IEFA, MSFT, IJH, VEA
|
13F-HR |
8/8/2024, 12:39 PM |
Q1 2024 |
387 |
$933M |
+$36.1M |
-$33.2M |
+$2.92M |
VOO, IEFA, MSFT, VEA, IJH
|
13F-HR |
5/9/2024, 02:25 PM |
Q4 2023 |
380 |
$862M |
+$32M |
-$38.1M |
-$6.19M |
VOO, IEFA, VEA, MSFT, AAPL
|
13F-HR |
2/5/2024, 03:56 PM |
Q3 2023 |
399 |
$784M |
+$16.4M |
-$24.4M |
-$7.99M |
VOO, IEFA, AAPL, VEA, MSFT
|
13F-HR |
11/13/2023, 10:16 AM |
Q2 2023 |
387 |
$825M |
+$15.9M |
-$18.8M |
-$2.89M |
VOO, IEFA, AAPL, MSFT, VEA
|
13F-HR |
8/10/2023, 09:40 AM |
Q1 2023 |
389 |
$781M |
+$41.2M |
-$16.9M |
+$24.3M |
VOO, IEFA, AAPL, VEA, MSFT
|
13F-HR |
5/4/2023, 02:49 PM |
Q4 2022 |
377 |
$721M |
+$31M |
-$15.1M |
+$15.9M |
VOO, IEFA, VEA, AAPL, MSFT
|
13F-HR |
2/10/2023, 12:50 PM |
Q3 2022 |
359 |
$647M |
+$39.6M |
-$21.2M |
+$18.4M |
VOO, IEFA, AAPL, VEA, MSFT
|
13F-HR |
11/9/2022, 08:29 AM |
Q2 2022 |
380 |
$691M |
+$72.4M |
-$29.8M |
+$42.6M |
VOO, IEFA, VEA, IJH, AAPL
|
13F-HR |
8/16/2022, 12:20 PM |
Q1 2022 |
378 |
$789M |
+$28.3M |
-$19M |
+$9.25M |
VOO, IEFA, AAPL, MSFT, SPY
|
13F-HR |
5/10/2022, 12:42 PM |
Q4 2021 |
387 |
$829M |
+$28.3M |
-$16.2M |
+$12.1M |
VOO, IEFA, AAPL, MSFT, VEA
|
13F-HR |
2/3/2022, 11:20 AM |
Q3 2021 |
375 |
$753M |
+$26.8M |
-$12.3M |
+$14.5M |
VOO, IEFA, AAPL, MSFT, SPY
|
13F-HR |
11/4/2021, 10:05 AM |
Q2 2021 |
376 |
$740M |
+$14.8M |
-$20.4M |
-$5.64M |
VOO, IEFA, AAPL, MSFT, SPY
|
13F-HR |
8/5/2021, 10:46 AM |
Q1 2021 |
373 |
$693M |
+$25.3M |
-$31.8M |
-$6.56M |
VOO, IEFA, AAPL, VEA, MSFT
|
13F-HR |
6/2/2021, 08:29 AM |
Q4 2020 |
358 |
$657M |
+$45.6M |
-$13.9M |
+$31.8M |
VOO, IEFA, AAPL, VEA, MSFT
|
13F-HR |
2/10/2021, 12:18 PM |
Q3 2020 |
332 |
$561M |
+$66.5M |
-$25.2M |
+$41.2M |
VOO, IEFA, AAPL, VEA, MSFT
|
13F-HR |
11/5/2020, 04:09 PM |
Q2 2020 |
321 |
$501M |
+$109M |
-$26.4M |
+$82.8M |
VOO, IEFA, AAPL, MSFT, VEA
|
13F-HR |
8/5/2020, 10:03 AM |
Q1 2020 |
305 |
$357M |
+$45.1M |
-$11.3M |
+$33.8M |
IEFA, VEA, MSFT, AAPL, AMZN
|
13F-HR |
5/6/2020, 03:36 PM |
Q4 2019 |
333 |
$436M |
+$21.2M |
-$9.57M |
+$11.6M |
IEFA, VEA, AAPL, HCA, MSFT
|
13F-HR |
2/7/2020, 10:26 AM |
Q3 2019 |
329 |
$397M |
+$10.8M |
-$15.3M |
-$4.52M |
IEFA, VEA, HCA, MSFT, AAPL
|
13F-HR |
11/12/2019, 09:50 AM |
Q2 2019 |
350 |
$409M |
+$26.2M |
-$13.6M |
+$12.6M |
IEFA, VEA, HCA, MSFT, AAPL
|
13F-HR |
8/12/2019, 12:49 PM |
Q1 2019 |
367 |
$391M |
+$18.1M |
-$7.07M |
+$11M |
IEFA, VEA, HCA, MSFT, AAPL
|
13F-HR |
5/10/2019, 04:29 PM |
Q4 2018 |
353 |
$342M |
+$38.8M |
-$18.8M |
+$20M |
IEFA, VEA, HCA, MSFT, AAPL
|
13F-HR |
2/6/2019, 01:42 PM |
Q3 2018 |
361 |
$393M |
+$23M |
-$7.69M |
+$15.3M |
IEFA, HCA, AAPL, VEA, AMZN
|
13F-HR |
11/9/2018, 10:10 AM |
Q2 2018 |
361 |
$358M |
+$26.3M |
-$7.07M |
+$19.3M |
IEFA, AAPL, HCA, AMZN, MSFT
|
13F-HR |
8/8/2018, 02:34 PM |
Q1 2018 |
349 |
$344M |
+$40.3M |
-$14.8M |
+$25.5M |
IEFA, AAPL, HCA, AMZN, MSFT
|
13F-HR |
5/3/2018, 02:54 PM |
Q4 2017 |
363 |
$333M |
+$25.3M |
-$8.52M |
+$16.8M |
IEFA, HCA, AAPL, PEP, MSFT
|
13F-HR |
2/8/2018, 02:59 PM |
Q3 2017 |
355 |
$304M |
+$18.7M |
-$8.19M |
+$10.5M |
HCA, AAPL, PEP, T, JPM
|
13F-HR |
11/6/2017, 09:11 AM |
Q2 2017 |
371 |
$291M |
+$16.7M |
-$10.2M |
+$6.5M |
HCA, PEP, AAPL, T, JPM
|
13F-HR |
8/7/2017, 03:54 PM |
Q1 2017 |
362 |
$282M |
+$18.7M |
-$7.72M |
+$11M |
HCA, AAPL, PEP, T, JPM
|
13F-HR |
5/4/2017, 04:23 PM |
Q4 2016 |
341 |
$256M |
+$14.3M |
-$8.85M |
+$5.42M |
PEP, T, AAPL, JPM, GEXXXX
|
13F-HR |
2/8/2017, 04:16 PM |
Q3 2016 |
328 |
$249M |
+$9.05M |
-$6.6M |
+$2.45M |
PEP, T, AAPL, HCA, XOM
|
13F-HR |
11/7/2016, 08:20 AM |
Q2 2016 |
320 |
$243M |
+$49.3M |
-$56.4M |
-$7.02M |
PEP, T, HCA, AAPL, XOM
|
13F-HR |
8/3/2016, 11:21 AM |
Q1 2016 |
251 |
$273M |
+$33M |
-$18.5M |
+$14.5M |
VTV, VUG, IJJ, AAPL, PEP
|
13F-HR |
5/3/2016, 06:49 PM |
Q4 2015 |
259 |
$267M |
+$23.6M |
-$10.7M |
+$12.9M |
VUG, VTV, AAPL, PEP, IJJ
|
13F-HR |
2/8/2016, 09:27 AM |
Q3 2015 |
257 |
$262M |
+$28.4M |
-$11.8M |
+$16.7M |
UPBD, VUG, VTV, AAPL, IJJ
|
13F-HR |
11/3/2015, 04:52 PM |
Q2 2015 |
267 |
$287M |
+$24.1M |
-$13.1M |
+$11.1M |
UPBD, VTV, VUG, IJJ, AAPL
|
13F-HR |
8/4/2015, 02:21 PM |
Q1 2015 |
258 |
$284M |
+$32.2M |
-$8.84M |
+$23.3M |
UPBD, VTV, VUG, IJJ, AAPL
|
13F-HR |
5/5/2015, 10:27 AM |
Q4 2014 |
252 |
$265M |
+$31.8M |
-$17.7M |
+$14.1M |
UPBD, VUG, VTV, IJJ, PEP
|
13F-HR |
2/5/2015, 03:31 PM |
Q3 2014 |
241 |
$253M |
+$34.8M |
-$20.9M |
+$13.9M |
VUG, UPBD, IJJ, VTV, PEP
|
13F-HR |
11/5/2014, 08:34 AM |
Q2 2014 |
251 |
$258M |
+$45.3M |
-$12.2M |
+$33.1M |
UPBD, VUG, UCBI, IJJ, VTV
|
13F-HR |
8/14/2014, 12:51 PM |
Q1 2014 |
253 |
$237M |
+$30.7M |
-$10.4M |
+$20.2M |
UCBI, UPBD, IVV, IJJ, PEP
|
13F-HR |
4/28/2014, 12:21 PM |
Q4 2013 |
247 |
$227M |
|
|
|
UPBD, UCBI, IVV, IJJ, PEP
|
13F-HR |
2/7/2014, 02:06 PM |