Q1 2025 |
564 |
$910M |
+$40.4M |
-$28.1M |
+$12.3M |
SPY, VOO, AAPL, MSFT, NVDA
|
13F-HR |
4/4/2025, 03:28 PM |
Q4 2024 |
569 |
$931M |
+$30.4M |
-$55.3M |
-$24.9M |
SPY, VOO, AAPL, NVDA, USFR
|
13F-HR |
1/22/2025, 10:55 AM |
Q3 2024 |
582 |
$940M |
+$17.8M |
-$39.7M |
-$21.8M |
SPY, VOO, AAPL, NVDA, USFR
|
13F-HR |
10/10/2024, 09:49 AM |
Q2 2024 |
612 |
$912M |
+$57.2M |
-$30.6M |
+$26.6M |
SPY, VOO, AAPL, NVDA, USFR
|
13F-HR |
7/12/2024, 01:01 PM |
Q1 2024 |
612 |
$895M |
+$34.7M |
-$21.9M |
+$12.8M |
SPY, VOO, AAPL, USFR, MSFT
|
13F-HR |
4/16/2024, 10:55 AM |
Q4 2023 |
577 |
$816M |
+$30.7M |
-$23.1M |
+$7.56M |
SPY, VOO, AAPL, USFR, MSFT
|
13F-HR |
1/23/2024, 10:19 AM |
Q3 2023 |
565 |
$739M |
+$10.1M |
-$19.3M |
-$9.14M |
SPY, VOO, AAPL, USFR, MSFT
|
13F-HR |
10/10/2023, 10:57 AM |
Q2 2023 |
555 |
$774M |
+$29.9M |
-$66.4M |
-$36.5M |
SPY, VOO, AAPL, USFR, MSFT
|
13F-HR |
7/13/2023, 09:23 AM |
Q1 2023 |
568 |
$767M |
+$25.1M |
-$34.2M |
-$9.12M |
SPY, VOO, AAPL, XOM, MSFT
|
13F-HR |
4/13/2023, 11:19 AM |
Q4 2022 |
523 |
$740M |
+$22.8M |
-$26.3M |
-$3.57M |
SPY, VOO, AAPL, XOM, USFR
|
13F-HR |
1/18/2023, 10:30 AM |
Q3 2022 |
526 |
$687M |
+$32M |
-$22.9M |
+$9.15M |
SPY, VOO, AAPL, XOM, USFR
|
13F-HR |
10/24/2022, 01:00 PM |
Q2 2022 |
520 |
$730M |
+$35.3M |
-$23.6M |
+$11.7M |
SPY, VOO, AAPL, XOM, MSFT
|
13F-HR |
7/12/2022, 01:38 PM |
Q1 2022 |
528 |
$862M |
+$21.4M |
-$80.7M |
-$59.3M |
SPY, VOO, AAPL, XOM, MSFT
|
13F-HR |
4/13/2022, 09:23 AM |
Q4 2021 |
531 |
$965M |
+$24.2M |
-$26.8M |
-$2.54M |
SPY, VOO, AAPL, MSFT, VTIP
|
13F-HR |
1/12/2022, 12:00 PM |
Q3 2021 |
532 |
$895M |
+$23.4M |
-$37.8M |
-$14.4M |
SPY, VOO, AAPL, MSFT, AGG
|
13F-HR |
10/12/2021, 01:06 PM |
Q2 2021 |
519 |
$914M |
+$12.2M |
-$37.3M |
-$25.1M |
SPY, VOO, AAPL, MSFT, AGG
|
13F-HR |
7/20/2021, 01:28 PM |
Q1 2021 |
537 |
$878M |
+$20.4M |
-$33.7M |
-$13.3M |
SPY, VOO, AAPL, AGG, MSFT
|
13F-HR |
5/6/2021, 06:15 PM |
Q4 2020 |
524 |
$850M |
+$31M |
-$19M |
+$11.9M |
SPY, VOO, AAPL, AMZN, AGG
|
13F-HR |
1/7/2021, 01:11 PM |
Q3 2020 |
503 |
$761M |
+$50.8M |
-$16.6M |
+$34.2M |
SPY, VOO, AAPL, AMZN, JPST
|
13F-HR |
10/22/2020, 09:15 AM |
Q2 2020 |
492 |
$704M |
+$10.8M |
-$7.27M |
+$3.52M |
SPY, VOO, AAPL, VTIP, JPST
|
13F-HR |
7/8/2020, 08:10 PM |
Q1 2020 |
492 |
$601M |
+$14.5M |
-$47M |
-$32.6M |
SPY, VOO, AAPL, VTIP, JPST
|
13F-HR |
4/21/2020, 02:45 PM |
Q4 2019 |
515 |
$783M |
+$20.5M |
-$25.8M |
-$5.31M |
SPY, VOO, AAPL, XOM, VTIP
|
13F-HR |
1/14/2020, 09:39 AM |
Q3 2019 |
498 |
$739M |
+$24.6M |
-$18.4M |
+$6.22M |
SPY, VOO, JPST, XOM, VTIP
|
13F-HR |
10/1/2019, 05:31 PM |
Q2 2019 |
491 |
$726M |
+$36.8M |
-$16.4M |
+$20.4M |
SPY, VOO, JPST, XOM, VTIP
|
13F-HR |
7/11/2019, 12:44 PM |
Q1 2019 |
492 |
$699M |
+$33.7M |
-$23M |
+$10.7M |
SPY, VOO, JPST, XOM, VTIP
|
13F-HR |
4/10/2019, 02:25 PM |
Q4 2018 |
491 |
$619M |
+$30.4M |
-$27M |
+$3.41M |
SPY, VOO, XOM, VTIP, AAPL
|
13F-HR |
1/9/2019, 12:11 PM |
Q3 2018 |
503 |
$718M |
+$25.6M |
-$39M |
-$13.3M |
SPY, VOO, XOM, AAPL, VTIP
|
13F-HR |
10/12/2018, 04:13 PM |
Q2 2018 |
491 |
$692M |
+$21.8M |
-$26M |
-$4.23M |
SPY, VOO, XOM, AAPL, BND
|
13F-HR |
7/12/2018, 10:19 AM |
Q1 2018 |
526 |
$693M |
+$27.9M |
-$40.4M |
-$12.5M |
SPY, VOO, XOM, BND, AAPL
|
13F-HR |
4/19/2018, 04:22 PM |
Q4 2017 |
552 |
$727M |
+$39.1M |
-$28.4M |
+$10.7M |
SPY, VOO, XOM, BND, AAPL
|
13F-HR |
1/23/2018, 11:41 AM |
Q3 2017 |
522 |
$688M |
+$31.8M |
-$23M |
+$8.88M |
SPY, VOO, XOM, BND, GEXXXX
|
13F-HR |
10/12/2017, 01:46 PM |
Q2 2017 |
541 |
$676M |
+$30.1M |
-$30.3M |
-$180K |
SPY, VOO, XOM, BND, GEXXXX
|
13F-HR |
7/12/2017, 02:18 PM |
Q1 2017 |
555 |
$663M |
+$34.6M |
-$71.2M |
-$36.6M |
SPY, XOM, VOO, BND, GEXXXX
|
13F-HR |
5/1/2017, 11:01 AM |
Q4 2016 |
579 |
$684M |
+$45.7M |
-$58.5M |
-$12.8M |
XOM, SPY, VOO, GEXXXX, BND
|
13F-HR |
2/15/2017, 09:34 AM |
Q3 2016 |
212 |
$687M |
+$32.8M |
-$16.4M |
+$16.4M |
XOM, SPY, GEXXXX, BND, VOO
|
13F-HR |
10/14/2016, 03:42 PM |
Q2 2016 |
208 |
$682M |
+$46M |
-$16.8M |
+$29.2M |
XOM, SPY, GEXXXX, USMV, BND
|
13F-HR |
7/11/2016, 01:28 PM |
Q1 2016 |
206 |
$641M |
+$64.7M |
-$46.7M |
+$18M |
XOM, SPY, GEXXXX, BND, VOO
|
13F-HR |
4/12/2016, 02:04 PM |
Q4 2015 |
213 |
$623M |
+$72.7M |
-$9.64M |
+$63M |
XOM, SPY, GEXXXX, VOO, BND
|
13F-HR |
1/13/2016, 10:51 AM |
Q3 2015 |
193 |
$543M |
+$15.7M |
-$20.6M |
-$4.95M |
XOM, SPY, GEXXXX, BND, VOO
|
13F-HR |
11/12/2015, 12:06 PM |
Q2 2015 |
190 |
$597M |
+$20.2M |
-$22.2M |
-$2.08M |
XOM, SPY, GEXXXX, BND, VOO
|
13F-HR |
7/9/2015, 10:23 AM |
Q1 2015 |
191 |
$605M |
+$34.1M |
-$15.1M |
+$19M |
XOM, SPY, GEXXXX, BND, VOO
|
13F-HR |
4/30/2015, 12:27 PM |
Q4 2014 |
200 |
$596M |
+$60.7M |
-$34.7M |
+$25.9M |
XOM, SPY, GEXXXX, BND, OEF
|
13F-HR |
1/15/2015, 10:43 AM |
Q3 2014 |
197 |
$566M |
+$24M |
-$26.4M |
-$2.4M |
XOM, SPY, GEXXXX, AAPL, JPM
|
13F-HR |
10/15/2014, 02:11 PM |
Q2 2014 |
193 |
$580M |
+$32.9M |
-$168M |
-$135M |
XOM, SPY, GEXXXX, AAPL, CVX
|
13F-HR |
7/9/2014, 12:16 PM |
Q1 2014 |
211 |
$724M |
+$31M |
-$13.4M |
+$17.6M |
XOM, SPY, GEXXXX, AAPL, UTX
|
13F-HR |
4/11/2014, 12:18 PM |
Q4 2013 |
211 |
$714M |
|
|
|
XOM, SPY, GEXXXX, AAPL, CVX
|
13F-HR |
1/28/2014, 12:27 PM |