| Q3 2025 |
|
|
|
|
$0 |
|
13F-NT |
14 Nov 2025, 16:53 |
| Q2 2025 |
|
|
|
|
$0 |
|
13F-NT |
14 Aug 2025, 17:27 |
| Q1 2025 |
|
|
|
|
$0 |
|
13F-NT |
11 Jun 2025, 10:58 |
| Q4 2024 |
|
|
|
|
$0 |
|
13F-NT |
06 Feb 2025, 16:09 |
| Q3 2024 |
3,937 |
$164,018,859,611 |
+$10,454,766,922 |
-$5,875,823,925 |
+$4,578,942,997 |
VOO, AGG, MSFT, AAPL, NVDA
|
13F-HR |
18 Oct 2024, 11:26 |
| Q2 2024 |
3,903 |
$152,234,484,906 |
+$9,443,203,143 |
-$3,424,078,440 |
+$6,019,124,703 |
VOO, AGG, MSFT, AAPL, NVDA
|
13F-HR |
19 Jul 2024, 13:19 |
| Q1 2024 |
3,815 |
$147,365,553,482 |
+$8,313,697,671 |
-$4,262,746,980 |
+$4,050,950,691 |
VOO, AGG, MSFT, AAPL, AMZN
|
13F-HR |
22 Apr 2024, 11:03 |
| Q4 2023 |
3,801 |
$133,329,318,963 |
+$5,970,390,159 |
-$3,274,434,586 |
+$2,695,955,573 |
VOO, AGG, MSFT, AAPL, IEFA
|
13F-HR |
16 Jan 2024, 13:42 |
| Q3 2023 |
3,764 |
$118,996,410,718 |
+$4,842,000,831 |
-$2,325,410,881 |
+$2,516,589,950 |
VOO, AGG, MSFT, AAPL, IEFA
|
13F-HR |
24 Oct 2023, 10:17 |
| Q2 2023 |
3,813 |
$121,420,014,344 |
+$4,476,841,115 |
-$3,950,489,174 |
+$526,351,941 |
VOO, AGG, AAPL, MSFT, IEFA
|
13F-HR |
25 Jul 2023, 14:41 |
| Q1 2023 |
3,852 |
$115,133,707,872 |
+$5,563,356,444 |
-$3,959,339,448 |
+$1,604,016,996 |
VOO, AGG, AAPL, MSFT, IEFA
|
13F-HR |
14 Apr 2023, 15:18 |
| Q4 2022 |
3,777 |
$108,884,908,712 |
+$5,340,116,551 |
-$2,850,468,738 |
+$2,489,647,813 |
VOO, AGG, MSFT, AAPL, USMV
|
13F-HR |
08 Feb 2023, 16:01 |
| Q3 2022 |
3,782 |
$98,728,393,818 |
+$7,129,669,472 |
-$2,909,668,116 |
+$4,220,001,356 |
VOO, AGG, AAPL, MSFT, USMV
|
13F-HR |
25 Oct 2022, 10:30 |
| Q2 2022 |
3,839 |
$102,114,118,027 |
+$6,517,608,452 |
-$4,370,855,384 |
+$2,146,753,068 |
VOO, AGG, MSFT, AAPL, USMV
|
13F-HR |
12 Aug 2022, 11:32 |
| Q1 2022 |
3,928 |
$118,359,616,768 |
+$6,160,643,509 |
-$4,751,081,871 |
+$1,409,561,638 |
VOO, AGG, AAPL, MSFT, USMV
|
13F-HR |
11 May 2022, 11:03 |
| Q4 2021 |
3,956 |
$123,825,333,207 |
+$6,337,701,684 |
-$1,828,876,826 |
+$4,508,824,858 |
VOO, AGG, AAPL, MSFT, USMV
|
13F-HR |
08 Feb 2022, 13:46 |
| Q3 2021 |
3,930 |
$111,330,944,000 |
+$6,115,127,413 |
-$2,983,836,807 |
+$3,131,290,606 |
VOO, AGG, MSFT, AAPL, IEFA
|
13F-HR |
02 Nov 2021, 14:16 |
| Q2 2021 |
3,898 |
$109,866,968,000 |
+$7,340,936,938 |
-$2,571,849,543 |
+$4,769,087,395 |
VOO, AGG, MSFT, AAPL, IEFA
|
13F-HR |
11 Aug 2021, 11:42 |
| Q1 2021 |
3,821 |
$99,061,512,000 |
+$7,687,487,044 |
-$4,392,926,075 |
+$3,294,560,969 |
VOO, AGG, AAPL, MSFT, IEFA
|
13F-HR |
14 May 2021, 10:28 |
| Q4 2020 |
3,606 |
$91,069,194,570 |
+$5,363,772,409 |
-$2,514,482,863 |
+$2,849,289,546 |
VOO, AGG, AAPL, MSFT, IEFA
|
13F-HR |
12 Feb 2021, 13:18 |
| Q3 2020 |
3,458 |
$79,891,763,622 |
+$4,981,909,702 |
-$2,730,639,705 |
+$2,251,269,997 |
VOO, AGG, AAPL, MSFT, IEFA
|
13F-HR |
04 Nov 2020, 08:46 |
| Q2 2020 |
3,384 |
$74,535,401,689 |
+$5,468,649,630 |
-$4,067,497,697 |
+$1,401,151,933 |
VOO, AGG, MSFT, AAPL, IEFA
|
13F-HR |
28 Jul 2020, 11:58 |
| Q1 2020 |
3,386 |
$62,921,325,531 |
+$4,017,915,176 |
-$3,517,504,901 |
+$500,410,275 |
AGG, VOO, IEFA, MSFT, AAPL
|
13F-HR |
21 Apr 2020, 15:36 |
| Q4 2019 |
3,538 |
$78,716,228,777 |
+$5,449,856,569 |
-$2,676,922,907 |
+$2,772,933,662 |
VOO, AGG, IEFA, MSFT, AAPL
|
13F-HR |
12 Feb 2020, 11:21 |
| Q3 2019 |
3,478 |
$71,676,258,264 |
+$4,602,775,934 |
-$2,386,969,072 |
+$2,215,806,862 |
VOO, AGG, IEFA, USMV, MSFT
|
13F-HR |
07 Nov 2019, 08:58 |
| Q2 2019 |
3,494 |
$69,346,338,769 |
+$4,198,298,942 |
-$2,104,509,164 |
+$2,093,789,778 |
VOO, AGG, IEFA, USMV, MSFT
|
13F-HR |
06 Aug 2019, 10:35 |
| Q1 2019 |
3,481 |
$65,819,599,247 |
+$5,272,019,714 |
-$3,214,399,492 |
+$2,057,620,222 |
VOO, AGG, IEFA, USMV, MSFT
|
13F-HR |
06 May 2019, 17:13 |
| Q4 2018 |
3,419 |
$57,385,443,021 |
+$4,472,038,554 |
-$2,771,602,861 |
+$1,700,435,693 |
VOO, AGG, IEFA, MSFT, SPY
|
13F-HR |
11 Feb 2019, 15:39 |
| Q3 2018 |
3,490 |
$64,671,892,073 |
+$4,113,993,890 |
-$1,573,744,455 |
+$2,540,249,435 |
VOO, IEFA, AGG, AAPL, MSFT
|
13F-HR |
14 Nov 2018, 14:15 |
| Q2 2018 |
3,450 |
$59,380,737,707 |
+$5,891,316,600 |
-$1,643,556,669 |
+$4,247,759,931 |
VOO, IEFA, AGG, AAPL, MSFT
|
13F-HR |
13 Aug 2018, 18:42 |
| Q1 2018 |
3,343 |
$55,707,520,216 |
+$4,398,439,793 |
-$1,772,573,335 |
+$2,625,866,458 |
VOO, IEFA, AGG, AAPL, MSFT
|
13F-HR |
14 May 2018, 14:23 |
| Q4 2017 |
3,275 |
$54,385,565,904 |
+$4,360,426,304 |
-$1,932,540,269 |
+$2,427,886,035 |
VOO, IEFA, AGG, AAPL, MSFT
|
13F-HR |
14 Feb 2018, 17:14 |
| Q3 2017 |
3,247 |
$49,901,395,460 |
+$3,564,741,824 |
-$1,154,857,808 |
+$2,409,884,016 |
VOO, AGG, IEFA, AAPL, MSFT
|
13F-HR |
13 Nov 2017, 09:53 |
| Q2 2017 |
3,173 |
$46,236,071,162 |
+$3,920,899,127 |
-$1,282,202,069 |
+$2,638,697,058 |
VOO, AGG, IEFA, AAPL, MSFT
|
13F-HR |
14 Aug 2017, 13:19 |
| Q1 2017 |
3,124 |
$43,037,246,379 |
+$6,326,394,273 |
-$3,840,167,185 |
+$2,486,227,088 |
VOO, AGG, IEFA, AAPL, MSFT
|
13F-HR |
15 May 2017, 15:44 |
| Q4 2016 |
3,074 |
$39,132,692,948 |
+$4,014,727,747 |
-$1,774,540,246 |
+$2,240,187,501 |
AGG, IWD, IWF, EFA, VOO
|
13F-HR |
14 Feb 2017, 09:00 |
| Q3 2016 |
3,059 |
$36,617,681,424 |
+$5,344,924,832 |
-$1,073,042,715 |
+$4,271,882,117 |
AGG, IWF, IWD, EFA, VOO
|
13F-HR |
14 Nov 2016, 13:53 |
| Q2 2016 |
2,885 |
$31,911,793,215 |
+$3,014,242,179 |
-$1,020,918,851 |
+$1,993,323,328 |
AGG, IWD, IWF, EFA, VOO
|
13F-HR |
11 Aug 2016, 15:33 |
| Q1 2016 |
2,816 |
$29,549,362,570 |
+$3,625,551,423 |
-$1,994,645,379 |
+$1,630,906,044 |
AGG, IWF, IWD, EFA, AAPL
|
13F-HR |
12 May 2016, 16:40 |
| Q4 2015 |
2,317 |
$27,927,028,000 |
+$4,029,309,911 |
-$996,763,444 |
+$3,032,546,467 |
AGG, IWF, IWD, EFA, SPY
|
13F-HR |
16 Feb 2016, 15:29 |
| Q3 2015 |
2,255 |
$24,504,170,134 |
+$2,548,616,104 |
-$1,336,543,376 |
+$1,212,072,728 |
AGG, IWF, IWD, EFA, AAPL
|
13F-HR |
13 Nov 2015, 15:17 |
| Q2 2015 |
2,368 |
$26,042,240,907 |
+$4,549,224,597 |
-$509,195,993 |
+$4,040,028,604 |
IWF, IWD, AGG, EFA, AAPL
|
13F-HR |
13 Aug 2015, 16:34 |
| Q1 2015 |
2,316 |
$22,774,573,000 |
+$3,140,724,757 |
-$681,946,811 |
+$2,458,777,946 |
IWF, IWD, AGG, EFA, AAPL
|
13F-HR |
28 Apr 2015, 13:44 |
| Q4 2014 |
2,210 |
$20,464,512,982 |
+$3,681,778,805 |
-$551,292,360 |
+$3,130,486,445 |
IWF, IWD, EFA, AGG, AAPL
|
13F-HR |
11 Feb 2015, 13:26 |
| Q3 2014 |
2,146 |
$17,398,327,980 |
+$2,305,333,297 |
-$565,355,967 |
+$1,739,977,330 |
IWF, IWD, EFA, AGG, AAPL
|
13F-HR |
14 Nov 2014, 11:04 |
| Q2 2014 |
2,153 |
$16,211,046,000 |
+$1,922,038,105 |
-$507,050,788 |
+$1,414,987,317 |
IWF, IWD, EFA, AGG, AAPL
|
13F-HR |
13 Aug 2014, 12:24 |
| Q1 2014 |
2,061 |
$14,582,340,000 |
+$1,808,435,336 |
-$507,880,068 |
+$1,300,555,268 |
IWF, IWD, EFA, AGG, MDY
|
13F-HR |
13 May 2014, 11:01 |
| Q4 2013 |
1,947 |
$13,333,732,491 |
|
|
$0 |
IWF, IWD, EFA, AGG, AAPL
|
13F-HR |
13 Feb 2014, 12:38 |