Q4 2024 |
185 |
$1.66B |
+$670 |
-$22.1M |
-$22.1M |
BUFD, AAPL, IJJ, MSFT, MPC
|
13F-HR |
1/24/2025, 02:43 PM |
Q3 2024 |
190 |
$1.77B |
+$184M |
-$191M |
-$7.59M |
BUFD, AAPL, IJJ, MSFT, MPC
|
13F-HR |
10/25/2024, 01:59 PM |
Q2 2024 |
169 |
$1.66B |
+$61.7M |
-$79.8M |
-$18.1M |
BUFD, AAPL, MPC, MSFT, IJJ
|
13F-HR |
8/1/2024, 10:24 AM |
Q1 2024 |
173 |
$1.7B |
+$124M |
-$38.6M |
+$85.1M |
BUFD, MPC, AAPL, IJJ, MSFT
|
13F-HR |
5/7/2024, 03:57 PM |
Q4 2023 |
159 |
$1.51B |
+$20.7M |
-$96.5M |
-$75.8M |
BUFD, AAPL, MPC, IJJ, MSFT
|
13F-HR |
1/26/2024, 04:43 PM |
Q3 2023 |
206 |
$1.46B |
+$62.3M |
-$41.9M |
+$20.4M |
BUFD, AAPL, MPC, IJJ, MSFT
|
13F-HR |
10/24/2023, 04:14 PM |
Q2 2023 |
206 |
$1.52B |
+$104M |
-$40.6M |
+$63M |
BUFD, AAPL, IJJ, MSFT, MPC
|
13F-HR |
8/2/2023, 03:21 PM |
Q1 2023 |
220 |
$1.51B |
+$192M |
-$112M |
+$79.1M |
BUFD, AAPL, MPC, IJJ, NVS
|
13F-HR |
4/26/2023, 04:12 PM |
Q4 2022 |
215 |
$1.42B |
+$51.7M |
-$70M |
-$18.3M |
BUFD, IWN, AAPL, MPC, CVX
|
13F-HR |
2/3/2023, 03:42 PM |
Q3 2022 |
209 |
$1.34B |
+$135M |
-$8.68M |
+$127M |
BUFD, IWN, AAPL, MPC, MSFT
|
13F-HR |
11/4/2022, 05:13 PM |
Q2 2022 |
219 |
$1.35B |
+$130M |
-$193M |
-$63M |
IWN, AAPL, BUFR, MSFT, MPC
|
13F-HR |
8/4/2022, 10:59 AM |
Q1 2022 |
219 |
$1.65B |
+$154M |
-$47.7M |
+$106M |
LMBS, IWN, AAPL, BUFR, SHEL
|
13F-HR |
5/9/2022, 03:22 PM |
Q4 2021 |
229 |
$1.57B |
+$108M |
-$39.8M |
+$68.5M |
LMBS, IWN, AAPL, BUFR, MSFT
|
13F-HR |
1/28/2022, 03:22 PM |
Q3 2021 |
107 |
$1.44B |
+$189M |
-$235M |
-$46.6M |
IWN, LMBS, AAPL, BUFR, MSFT
|
13F-HR |
11/2/2021, 05:19 PM |
Q2 2021 |
222 |
$1.52B |
+$126M |
-$67.1M |
+$58.4M |
IWN, LMBS, USMV, AAPL, PSX
|
13F-HR |
8/9/2021, 02:04 PM |
Q1 2021 |
231 |
$1.4B |
+$253M |
-$236M |
+$16.7M |
IWN, USMV, LMBS, AAPL, PSX
|
13F-HR |
4/28/2021, 04:51 PM |
Q4 2020 |
227 |
$1.31B |
+$49.2M |
-$25.8M |
+$23.4M |
USMV, IJH, AAPL, LMBS, ICE
|
13F-HR |
2/2/2021, 10:47 AM |
Q3 2020 |
213 |
$1.18B |
+$118M |
-$56.2M |
+$61.9M |
USMV, IJH, AAPL, ICE, QCOM
|
13F-HR |
10/22/2020, 02:00 PM |
Q2 2020 |
192 |
$1.14B |
+$132M |
-$67.6M |
+$64M |
USMV, IJH, AAPL, GOOGL, NVO
|
13F-HR |
7/21/2020, 11:46 AM |
Q1 2020 |
188 |
$987M |
+$119M |
-$91.9M |
+$27.3M |
USMV, IJH, NVO, ICE, GOOGL
|
13F-HR |
4/27/2020, 12:31 PM |
Q4 2019 |
203 |
$1.21B |
+$69.2M |
-$41.4M |
+$27.8M |
USMV, IJH, AAPL, DIS, GOOGL
|
13F-HR |
2/24/2020, 09:25 AM |
Q3 2019 |
199 |
$1.12B |
+$104M |
-$83.9M |
+$19.7M |
USMV, IJH, AAPL, DIS, ICE
|
13F-HR |
11/15/2019, 05:21 PM |
Q2 2019 |
201 |
$1.1B |
+$85.8M |
-$88.1M |
-$2.23M |
IJH, EFA, AAPL, IJR, DIS
|
13F-HR |
8/5/2019, 01:05 PM |
Q1 2019 |
201 |
$1.09B |
+$101M |
-$47.9M |
+$53M |
IJH, EFA, AAPL, IJR, GOOGL
|
13F-HR |
5/15/2019, 10:38 AM |
Q4 2018 |
121 |
$936M |
+$42.7M |
-$36.8M |
+$5.89M |
IJH, EFA, IJR, AAPL, DIS
|
13F-HR |
1/22/2019, 08:54 AM |
Q3 2018 |
138 |
$1.1B |
+$39.7M |
-$19.2M |
+$20.6M |
IJH, EFA, AAPL, IJR, GOOGL
|
13F-HR |
10/23/2018, 11:19 AM |
Q2 2018 |
127 |
$1.02B |
+$72.4M |
-$38.2M |
+$34.2M |
EFA, IJH, IJR, AAPL, GOOGL
|
13F-HR |
8/6/2018, 09:17 AM |
Q1 2018 |
129 |
$996M |
+$27.3M |
-$21.3M |
+$6.09M |
EFA, IJH, IJR, AAPL, GOOGL
|
13F-HR |
5/4/2018, 02:54 PM |
Q4 2017 |
143 |
$1.07B |
+$51.4M |
-$21.3M |
+$30.1M |
EFA, IJH, IJR, AAPL, GOOGL
|
13F-HR |
2/5/2018, 08:15 PM |
Q3 2017 |
136 |
$997M |
+$27.8M |
-$14.7M |
+$13M |
EFA, IJH, IJR, AAPL, CELG
|
13F-HR |
11/3/2017, 03:11 PM |
Q2 2017 |
142 |
$960M |
+$42.8M |
-$29.2M |
+$13.7M |
EFA, IJH, IJR, AAPL, GOOGL
|
13F-HR |
8/3/2017, 04:42 PM |
Q1 2017 |
145 |
$927M |
+$79.8M |
-$71.4M |
+$8.38M |
EFA, IJH, IJR, AAPL, DIS
|
13F-HR |
4/24/2017, 02:26 PM |
Q4 2016 |
141 |
$903M |
+$40.4M |
-$22.1M |
+$18.4M |
IJH, EFA, IJR, AAPL, DIS
|
13F-HR |
1/17/2017, 02:47 PM |
Q3 2016 |
142 |
$874M |
+$14.3M |
-$16.7M |
-$2.42M |
IJH, EFA, IJR, AAPL, GOOGL
|
13F-HR |
10/28/2016, 02:27 PM |
Q2 2016 |
141 |
$869M |
+$38.9M |
-$15.5M |
+$23.4M |
IJH, EFA, IJR, AAPL, XLU
|
13F-HR |
7/28/2016, 05:18 PM |
Q1 2016 |
146 |
$851M |
+$84.3M |
-$66.3M |
+$18M |
IJH, EFA, IJR, AAPL, XLU
|
13F-HR |
4/21/2016, 08:52 AM |
Q4 2015 |
157 |
$846M |
+$63.3M |
-$72.5M |
-$9.26M |
IJH, EFA, IJR, AAPL, CELG
|
13F-HR |
1/28/2016, 08:53 AM |
Q3 2015 |
165 |
$871M |
+$60.5M |
-$40.7M |
+$19.8M |
IJH, EFA, IJR, AAPL, CELG
|
13F-HR |
10/23/2015, 03:59 PM |
Q2 2015 |
165 |
$920M |
+$209M |
-$507M |
-$298M |
IJH, EFA, IJR, AAPL, CELG
|
13F-HR |
7/21/2015, 03:22 PM |
Q1 2015 |
166 |
$863M |
+$81.3M |
-$53.9M |
+$27.4M |
IJH, EFA, IJR, AAPL, CELG
|
13F-HR |
5/11/2015, 03:44 PM |
Q4 2014 |
163 |
$892M |
+$67.7M |
-$10.2M |
+$57.6M |
IJH, EFA, IJR, AAPL, CELG
|
13F-HR |
2/6/2015, 07:37 AM |
Q3 2014 |
141 |
$825M |
+$34.4M |
-$4.2M |
+$30.2M |
IJH, EFA, IJR, AAPL, CELG
|
13F-HR |
11/7/2014, 08:03 AM |
Q2 2014 |
141 |
$825M |
+$40.8M |
-$63.4M |
-$22.6M |
IJH, EFA, IJR, AAPL, CELG
|
13F-HR |
8/12/2014, 02:15 PM |
Q1 2014 |
173 |
$852M |
+$136M |
-$129M |
+$7.33M |
IJH, EFA, IJR, AAPL, IBM
|
13F-HR |
5/12/2014, 01:00 PM |
Q4 2013 |
169 |
$855M |
|
|
|
IJH, IJR, EPP, XHB, AAPL
|
13F-HR |
2/7/2014, 02:32 PM |