Q4 2024 |
|
|
|
|
|
|
13F-NT |
2/6/2025, 04:09 PM |
Q3 2024 |
3,937 |
$164B |
+$10.5B |
-$5.88B |
+$4.58B |
VOO, AGG, MSFT, AAPL, NVDA
|
13F-HR |
10/18/2024, 11:26 AM |
Q2 2024 |
3,903 |
$152B |
+$9.44B |
-$3.42B |
+$6.02B |
VOO, AGG, MSFT, AAPL, NVDA
|
13F-HR |
7/19/2024, 01:19 PM |
Q1 2024 |
3,815 |
$147B |
+$8.31B |
-$4.26B |
+$4.05B |
VOO, AGG, MSFT, AAPL, AMZN
|
13F-HR |
4/22/2024, 11:03 AM |
Q4 2023 |
3,801 |
$133B |
+$5.97B |
-$3.27B |
+$2.7B |
VOO, AGG, MSFT, AAPL, IEFA
|
13F-HR |
1/16/2024, 01:42 PM |
Q3 2023 |
3,764 |
$119B |
+$4.84B |
-$2.33B |
+$2.52B |
VOO, AGG, MSFT, AAPL, IEFA
|
13F-HR |
10/24/2023, 10:17 AM |
Q2 2023 |
3,813 |
$121B |
+$4.48B |
-$3.95B |
+$526M |
VOO, AGG, AAPL, MSFT, IEFA
|
13F-HR |
7/25/2023, 02:41 PM |
Q1 2023 |
3,852 |
$115B |
+$5.56B |
-$3.96B |
+$1.6B |
VOO, AGG, AAPL, MSFT, IEFA
|
13F-HR |
4/14/2023, 03:18 PM |
Q4 2022 |
3,777 |
$109B |
+$5.34B |
-$2.85B |
+$2.49B |
VOO, AGG, MSFT, AAPL, USMV
|
13F-HR |
2/8/2023, 04:01 PM |
Q3 2022 |
3,782 |
$98.7B |
+$7.13B |
-$2.91B |
+$4.22B |
VOO, AGG, AAPL, MSFT, USMV
|
13F-HR |
10/25/2022, 10:30 AM |
Q2 2022 |
3,839 |
$102B |
+$6.52B |
-$4.37B |
+$2.15B |
VOO, AGG, MSFT, AAPL, USMV
|
13F-HR |
8/12/2022, 11:32 AM |
Q1 2022 |
3,928 |
$118B |
+$6.16B |
-$4.75B |
+$1.41B |
VOO, AGG, AAPL, MSFT, USMV
|
13F-HR |
5/11/2022, 11:03 AM |
Q4 2021 |
3,956 |
$124B |
+$6.34B |
-$1.83B |
+$4.51B |
VOO, AGG, AAPL, MSFT, USMV
|
13F-HR |
2/8/2022, 01:46 PM |
Q3 2021 |
3,930 |
$111B |
+$6.12B |
-$2.98B |
+$3.13B |
VOO, AGG, MSFT, AAPL, IEFA
|
13F-HR |
11/2/2021, 02:16 PM |
Q2 2021 |
3,898 |
$110B |
+$7.34B |
-$2.57B |
+$4.77B |
VOO, AGG, MSFT, AAPL, IEFA
|
13F-HR |
8/11/2021, 11:42 AM |
Q1 2021 |
3,821 |
$99.1B |
+$7.69B |
-$4.39B |
+$3.29B |
VOO, AGG, AAPL, MSFT, IEFA
|
13F-HR |
5/14/2021, 10:28 AM |
Q4 2020 |
3,606 |
$91.1B |
+$5.36B |
-$2.51B |
+$2.85B |
VOO, AGG, AAPL, MSFT, IEFA
|
13F-HR |
2/12/2021, 01:18 PM |
Q3 2020 |
3,458 |
$79.9B |
+$4.98B |
-$2.73B |
+$2.25B |
VOO, AGG, AAPL, MSFT, IEFA
|
13F-HR |
11/4/2020, 08:46 AM |
Q2 2020 |
3,384 |
$74.5B |
+$5.47B |
-$4.07B |
+$1.4B |
VOO, AGG, MSFT, AAPL, IEFA
|
13F-HR |
7/28/2020, 11:58 AM |
Q1 2020 |
3,386 |
$62.9B |
+$4.02B |
-$3.52B |
+$500M |
AGG, VOO, IEFA, MSFT, AAPL
|
13F-HR |
4/21/2020, 03:36 PM |
Q4 2019 |
3,538 |
$78.7B |
+$5.45B |
-$2.68B |
+$2.77B |
VOO, AGG, IEFA, MSFT, AAPL
|
13F-HR |
2/12/2020, 11:21 AM |
Q3 2019 |
3,478 |
$71.7B |
+$4.6B |
-$2.39B |
+$2.22B |
VOO, AGG, IEFA, USMV, MSFT
|
13F-HR |
11/7/2019, 08:58 AM |
Q2 2019 |
3,494 |
$69.3B |
+$4.2B |
-$2.1B |
+$2.09B |
VOO, AGG, IEFA, USMV, MSFT
|
13F-HR |
8/6/2019, 10:35 AM |
Q1 2019 |
3,481 |
$65.8B |
+$5.27B |
-$3.21B |
+$2.06B |
VOO, AGG, IEFA, USMV, MSFT
|
13F-HR |
5/6/2019, 05:13 PM |
Q4 2018 |
3,419 |
$57.4B |
+$4.47B |
-$2.77B |
+$1.7B |
VOO, AGG, IEFA, MSFT, SPY
|
13F-HR |
2/11/2019, 03:39 PM |
Q3 2018 |
3,490 |
$64.7B |
+$4.11B |
-$1.57B |
+$2.54B |
VOO, IEFA, AGG, AAPL, MSFT
|
13F-HR |
11/14/2018, 02:15 PM |
Q2 2018 |
3,450 |
$59.4B |
+$5.89B |
-$1.64B |
+$4.25B |
VOO, IEFA, AGG, AAPL, MSFT
|
13F-HR |
8/13/2018, 06:42 PM |
Q1 2018 |
3,343 |
$55.7B |
+$4.4B |
-$1.77B |
+$2.63B |
VOO, IEFA, AGG, AAPL, MSFT
|
13F-HR |
5/14/2018, 02:23 PM |
Q4 2017 |
3,275 |
$54.4B |
+$4.36B |
-$1.93B |
+$2.43B |
VOO, IEFA, AGG, AAPL, MSFT
|
13F-HR |
2/14/2018, 05:14 PM |
Q3 2017 |
3,247 |
$49.9B |
+$3.56B |
-$1.15B |
+$2.41B |
VOO, AGG, IEFA, AAPL, MSFT
|
13F-HR |
11/13/2017, 09:53 AM |
Q2 2017 |
3,173 |
$46.2B |
+$3.92B |
-$1.28B |
+$2.64B |
VOO, AGG, IEFA, AAPL, MSFT
|
13F-HR |
8/14/2017, 01:19 PM |
Q1 2017 |
3,124 |
$43B |
+$6.33B |
-$3.84B |
+$2.49B |
VOO, AGG, IEFA, AAPL, MSFT
|
13F-HR |
5/15/2017, 03:44 PM |
Q4 2016 |
3,074 |
$39.1B |
+$4.01B |
-$1.77B |
+$2.24B |
AGG, IWD, IWF, EFA, VOO
|
13F-HR |
2/14/2017, 09:00 AM |
Q3 2016 |
3,059 |
$36.6B |
+$5.34B |
-$1.07B |
+$4.27B |
AGG, IWF, IWD, EFA, VOO
|
13F-HR |
11/14/2016, 01:53 PM |
Q2 2016 |
2,885 |
$31.9B |
+$3.01B |
-$1.02B |
+$1.99B |
AGG, IWD, IWF, EFA, VOO
|
13F-HR |
8/11/2016, 03:33 PM |
Q1 2016 |
2,816 |
$29.5B |
+$3.63B |
-$1.99B |
+$1.63B |
AGG, IWF, IWD, EFA, AAPL
|
13F-HR |
5/12/2016, 04:40 PM |
Q4 2015 |
2,317 |
$27.9B |
+$4.03B |
-$997M |
+$3.03B |
AGG, IWF, IWD, EFA, SPY
|
13F-HR |
2/16/2016, 03:29 PM |
Q3 2015 |
2,255 |
$24.5B |
+$2.55B |
-$1.34B |
+$1.21B |
AGG, IWF, IWD, EFA, AAPL
|
13F-HR |
11/13/2015, 03:17 PM |
Q2 2015 |
2,368 |
$26B |
+$4.55B |
-$509M |
+$4.04B |
IWF, IWD, AGG, EFA, AAPL
|
13F-HR |
8/13/2015, 04:34 PM |
Q1 2015 |
2,316 |
$22.8B |
+$3.14B |
-$682M |
+$2.46B |
IWF, IWD, AGG, EFA, AAPL
|
13F-HR |
4/28/2015, 01:44 PM |
Q4 2014 |
2,210 |
$20.5B |
+$3.68B |
-$551M |
+$3.13B |
IWF, IWD, EFA, AGG, AAPL
|
13F-HR |
2/11/2015, 01:26 PM |
Q3 2014 |
2,146 |
$17.4B |
+$2.31B |
-$565M |
+$1.74B |
IWF, IWD, EFA, AGG, AAPL
|
13F-HR |
11/14/2014, 11:04 AM |
Q2 2014 |
2,153 |
$16.2B |
+$1.92B |
-$507M |
+$1.41B |
IWF, IWD, EFA, AGG, AAPL
|
13F-HR |
8/13/2014, 12:24 PM |
Q1 2014 |
2,061 |
$14.6B |
+$1.81B |
-$508M |
+$1.3B |
IWF, IWD, EFA, AGG, MDY
|
13F-HR |
5/13/2014, 11:01 AM |
Q4 2013 |
1,947 |
$13.3B |
|
|
|
IWF, IWD, EFA, AGG, AAPL
|
13F-HR |
2/13/2014, 12:38 PM |