Q2 2025 |
187 |
$1.15B |
+$32.3M |
-$28.6M |
+$3.76M |
VOO, VUG, VTV, IEFA, VONV
|
13F-HR |
8/8/2025, 02:58 PM |
Q1 2025 |
190 |
$1.07B |
+$54.7M |
-$80.1M |
-$25.4M |
VOO, VTV, VUG, IEFA, VONV
|
13F-HR |
5/12/2025, 11:09 AM |
Q4 2024 |
190 |
$1.13B |
+$48.6M |
-$22.5M |
+$26.1M |
VOO, VTV, VUG, AAPL, VOE
|
13F-HR |
2/11/2025, 10:27 AM |
Q3 2024 |
190 |
$1.11B |
+$39.4M |
-$27.2M |
+$12.2M |
VOO, VTV, VUG, AAPL, VOE
|
13F-HR |
11/8/2024, 01:45 PM |
Q2 2024 |
190 |
$1.05B |
+$41.9M |
-$30.7M |
+$11.2M |
VOO, VTV, VUG, AAPL, VOE
|
13F-HR |
8/8/2024, 01:54 PM |
Q1 2024 |
184 |
$1.02B |
+$70.4M |
-$42M |
+$28.4M |
VOO, VTV, VUG, VOE, VONV
|
13F-HR |
5/9/2024, 10:03 AM |
Q4 2023 |
195 |
$933M |
+$66.3M |
-$31.6M |
+$34.6M |
VOO, VTV, VUG, AAPL, VOE
|
13F-HR |
2/12/2024, 03:47 PM |
Q3 2023 |
201 |
$815M |
+$35.9M |
-$13.3M |
+$22.7M |
VOO, VTV, VUG, AAPL, VOE
|
13F-HR |
11/9/2023, 10:40 AM |
Q2 2023 |
188 |
$834M |
+$21.3M |
-$17.7M |
+$3.63M |
VOO, VTV, VUG, AAPL, VOE
|
13F-HR |
8/10/2023, 10:56 AM |
Q1 2023 |
199 |
$797M |
+$36.7M |
-$35.6M |
+$1.06M |
VOO, VTV, VUG, VOE, AAPL
|
13F-HR |
5/10/2023, 04:51 PM |
Q4 2022 |
244 |
$800M |
+$49.3M |
-$34.9M |
+$14.4M |
VOO, VTV, VOE, VUG, AAPL
|
13F-HR |
2/7/2023, 11:03 AM |
Q3 2022 |
463 |
$760M |
+$67.5M |
-$14.4M |
+$53.1M |
VOO, VTV, VOE, AAPL, VUG
|
13F-HR |
11/10/2022, 03:41 PM |
Q2 2022 |
444 |
$757M |
+$65.8M |
-$32.6M |
+$33.2M |
VOO, VTV, VOE, VUG, AAPL
|
13F-HR |
8/9/2022, 03:38 PM |
Q1 2022 |
446 |
$891M |
+$43.3M |
-$11.1M |
+$32.2M |
VOO, VTV, VUG, AAPL, VOE
|
13F-HR |
5/10/2022, 11:23 AM |
Q4 2021 |
401 |
$933M |
+$35.8M |
-$70M |
-$34.2M |
VOO, VTV, VUG, AAPL, SPY
|
13F-HR |
2/9/2022, 10:00 AM |
Q3 2021 |
336 |
$939M |
+$48.6M |
-$6.86M |
+$41.7M |
VOO, VTV, VUG, SPY, VOE
|
13F-HR |
11/9/2021, 12:38 PM |
Q2 2021 |
318 |
$906M |
+$59.5M |
-$21M |
+$38.5M |
VOO, VTV, VUG, SPY, VOE
|
13F-HR |
8/11/2021, 04:00 PM |
Q1 2021 |
276 |
$842M |
+$32.9M |
-$23.9M |
+$8.93M |
VOO, VTV, VUG, SPY, VOE
|
13F-HR |
5/10/2021, 04:00 PM |
Q4 2020 |
191 |
$790M |
+$58M |
-$28.2M |
+$29.9M |
VOO, VTV, VUG, SPY, AAPL
|
13F-HR |
1/29/2021, 11:31 AM |
Q3 2020 |
179 |
$687M |
+$48.5M |
-$32.6M |
+$15.9M |
VOO, VUG, VTV, SPY, AAPL
|
13F-HR |
11/6/2020, 07:49 PM |
Q2 2020 |
182 |
$648M |
+$41M |
-$27.6M |
+$13.4M |
VOO, VTV, VUG, SPY, VONV
|
13F-HR |
8/6/2020, 07:44 PM |
Q1 2020 |
167 |
$541M |
+$63.3M |
-$42.4M |
+$20.9M |
VOO, VTV, SPY, VUG, VCSH
|
13F-HR |
5/7/2020, 06:46 AM |
Q4 2019 |
184 |
$683M |
+$6.09M |
-$10M |
-$3.95M |
RPV, VOO, SPY, VOE, VONV
|
13F-HR |
2/10/2020, 01:55 PM |
Q3 2019 |
185 |
$643M |
+$10.4M |
-$8.6M |
+$1.81M |
RPV, SPY, VOE, VONV, VOO
|
13F-HR |
11/6/2019, 03:37 PM |
Q2 2019 |
186 |
$644M |
+$26M |
-$6.45M |
+$19.5M |
RPV, SPY, VOE, VONV, VOO
|
13F-HR |
8/5/2019, 12:51 PM |
Q1 2019 |
184 |
$614M |
+$13.9M |
-$3.81M |
+$10.1M |
RPV, SPY, VONV, VOE, VUG
|
13F-HR |
5/1/2019, 04:48 PM |
Q4 2018 |
183 |
$548M |
+$90M |
-$4.92M |
+$85.1M |
RPV, SPY, VONV, VOE, VCSH
|
13F-HR |
2/8/2019, 04:14 PM |
Q3 2018 |
166 |
$548M |
+$8.3M |
-$9.02M |
-$727K |
RPV, SPY, VONV, VOE, VUG
|
13F-HR |
11/1/2018, 04:11 PM |
Q2 2018 |
166 |
$520M |
+$80.8M |
-$6.65M |
+$74.1M |
RPV, SPY, VOE, VONV, VUG
|
13F-HR |
8/1/2018, 05:17 PM |
Q1 2018 |
158 |
$438M |
+$35M |
-$6.59M |
+$28.4M |
SPY, VOE, VONV, VUG, VTV
|
13F-HR |
5/4/2018, 01:32 PM |
Q4 2017 |
162 |
$493M |
+$7.71M |
-$5.83M |
+$1.88M |
RPVXXXX, SPY, VONV, JNJ, VUG
|
13F-HR |
2/8/2018, 12:24 PM |
Q3 2017 |
175 |
$498M |
+$10.2M |
-$3.93M |
+$6.23M |
SPY, RPVXXXX, VOE, VONV, VUG
|
13F-HR |
11/8/2017, 02:18 PM |
Q2 2017 |
178 |
$475M |
+$9.02M |
-$6.38M |
+$2.63M |
SPY, RPVXXXX, VOE, VONV, JNJ
|
13F-HR |
8/9/2017, 11:23 AM |
Q1 2017 |
176 |
$465M |
+$12.9M |
-$10.2M |
+$2.73M |
SPY, VOE, RPVXXXX, VONV, VUG
|
13F-HR |
5/8/2017, 08:57 PM |
Q4 2016 |
180 |
$449M |
+$15.7M |
-$5.98M |
+$9.76M |
SPY, RPVXXXX, VOE, VONV, VTV
|
13F-HR |
2/6/2017, 06:19 PM |
Q3 2016 |
188 |
$428M |
+$17.5M |
-$6.13M |
+$11.4M |
SPY, VOE, RPVXXXX, VONV, JNJ
|
13F-HR |
11/7/2016, 06:11 PM |
Q2 2016 |
183 |
$418M |
+$12.6M |
-$7.35M |
+$5.27M |
SPY, VOE, RPVXXXX, VONV, JNJ
|
13F-HR |
8/4/2016, 02:11 PM |
Q1 2016 |
185 |
$413M |
+$24.7M |
-$7.53M |
+$17.2M |
SPY, VOE, RPVXXXX, VONV, JNJ
|
13F-HR |
5/10/2016, 04:59 PM |
Q4 2015 |
181 |
$409M |
+$30.2M |
-$4.01M |
+$26.2M |
SPY, VOE, RPVXXXX, VONV, HEDJ
|
13F-HR |
2/9/2016, 07:31 PM |
Q3 2015 |
193 |
$383M |
+$28M |
-$7.5M |
+$20.5M |
SPY, VOE, RPVXXXX, HEDJ, VUG
|
13F-HR |
10/28/2015, 07:45 PM |
Q2 2015 |
195 |
$417M |
+$11.8M |
-$3.95M |
+$7.88M |
SPY, VOE, RPVXXXX, HEDJ, PWVXXXX
|
13F-HR |
8/7/2015, 06:18 PM |
Q1 2015 |
194 |
$421M |
+$96M |
-$38.7M |
+$57.3M |
SPY, VOE, RPVXXXX, HEDJ, PWVXXXX
|
13F-HR |
5/11/2015, 05:07 PM |
Q4 2014 |
173 |
$368M |
+$16.2M |
-$13M |
+$3.19M |
VOE, RPVXXXX, SPY, VONV, VTV
|
13F-HR |
2/10/2015, 06:57 PM |
Q3 2014 |
175 |
$359M |
+$17.1M |
-$4.62M |
+$12.5M |
VOE, RPVXXXX, SPY, VONV, VTV
|
13F-HR |
11/5/2014, 05:35 PM |
Q2 2014 |
170 |
$355M |
+$40.9M |
-$11.7M |
+$29.2M |
VOE, RPVXXXX, SPY, VONV, VTV
|
13F-HR |
8/6/2014, 07:47 PM |
Q1 2014 |
164 |
$329M |
+$19.2M |
-$4.21M |
+$15M |
SPY, VOE, RPVXXXX, VONV, VUG
|
13F-HR |
5/7/2014, 07:08 PM |
Q4 2013 |
158 |
$316M |
|
|
|
SPY, RPVXXXX, VOE, VONV, VUG
|
13F-HR |
2/6/2014, 06:12 AM |