Q4 2024 |
179 |
$1.65B |
+$76.1M |
-$58.9M |
+$17.1M |
IVV, VCIT, FIBK, IJH, HEFA
|
13F-HR |
2/4/2025, 11:53 AM |
Q3 2024 |
187 |
$1.65B |
+$131M |
-$74.7M |
+$56.2M |
IVV, VCIT, FIBK, IJH, HEFA
|
13F-HR |
10/29/2024, 09:46 AM |
Q2 2024 |
169 |
$1.51B |
+$84.9M |
-$26.7M |
+$58.2M |
IVV, VCIT, FIBK, VGIT, HEFA
|
13F-HR |
8/7/2024, 01:30 PM |
Q1 2024 |
170 |
$1.44B |
+$196M |
-$76.8M |
+$119M |
IVV, VCIT, VGIT, FIBK, IJH
|
13F-HR |
5/1/2024, 10:57 AM |
Q4 2023 |
159 |
$1.35B |
+$156M |
-$93.6M |
+$62.3M |
IVV, FIBK, VCIT, VGIT, IJH
|
13F-HR |
1/30/2024, 05:00 PM |
Q3 2023 |
174 |
$1.16B |
+$19.8M |
-$37.2M |
-$17.4M |
FIBK, VGIT, VCIT, IVV, IJH
|
13F-HR |
10/31/2023, 10:58 AM |
Q2 2023 |
167 |
$1.21B |
+$46.9M |
-$146M |
-$98.7M |
VGIT, FIBK, VCIT, IVV, IJH
|
13F-HR |
8/1/2023, 11:17 AM |
Q1 2023 |
178 |
$1.31B |
+$77.5M |
-$128M |
-$50.2M |
FIBK, VGIT, VCIT, IVV, IJR
|
13F-HR |
5/2/2023, 04:19 PM |
Q4 2022 |
184 |
$1.35B |
+$170M |
-$112M |
+$57.8M |
FIBK, VGIT, VCIT, IJR, VCSH
|
13F-HR |
1/30/2023, 03:03 PM |
Q3 2022 |
177 |
$1.24B |
+$96.4M |
-$98.2M |
-$1.76M |
FIBK, VCIT, VGIT, VCSH, IJR
|
13F-HR |
10/25/2022, 04:57 PM |
Q2 2022 |
166 |
$1.32B |
+$437M |
-$23.4M |
+$413M |
FIBK, VCIT, VCSH, IJR, FXI
|
13F-HR |
8/11/2022, 05:42 PM |
Q1 2022 |
118 |
$1.07B |
+$183M |
-$84.1M |
+$98.4M |
VCIT, IJR, VCSH, IVV, QQQ
|
13F-HR |
5/6/2022, 02:56 PM |
Q4 2021 |
112 |
$1.03B |
+$102M |
-$88.1M |
+$13.4M |
VCIT, VCSH, IJR, IVV, PFF
|
13F-HR |
1/28/2022, 10:30 AM |
Q3 2021 |
110 |
$975M |
+$67.8M |
-$25.5M |
+$42.3M |
VCIT, VCSH, PFF, IVV, MCHI
|
13F-HR |
11/1/2021, 03:20 PM |
Q2 2021 |
110 |
$951M |
+$252M |
-$127M |
+$126M |
VCIT, VCSH, IVV, PFF, IJR
|
13F-HR |
7/29/2021, 11:39 AM |
Q4 2020 |
103 |
$749M |
+$28.6M |
-$7.14M |
+$21.5M |
VCIT, IVV, IJR, PFF, IJH
|
13F-HR |
2/3/2021, 11:15 AM |
Q3 2020 |
103 |
$665M |
+$69.2M |
-$108M |
-$38.5M |
VCIT, IVV, PFF, IJR, IJH
|
13F-HR |
11/9/2020, 03:20 PM |
Q2 2020 |
160 |
$723M |
+$276M |
-$26.8M |
+$249M |
VCIT, IVV, IJR, IJH, XLK
|
13F-HR |
8/5/2020, 12:46 PM |
Q1 2020 |
158 |
$400M |
+$85.4M |
-$26.5M |
+$58.9M |
IVV, IJH, XLK, SPY, XLV
|
13F-HR |
5/11/2020, 03:48 PM |
Q4 2019 |
524 |
$448M |
+$13.5M |
-$25.1M |
-$11.6M |
SPY, XLK, XLV, AAPL, MSFT
|
13F-HR |
2/6/2020, 03:26 PM |
Q3 2019 |
583 |
$431M |
+$14.3M |
-$31.2M |
-$16.8M |
SPY, XLK, AAPL, MSFT, XLV
|
13F-HR |
10/30/2019, 03:58 PM |
Q2 2019 |
622 |
$451M |
+$21.4M |
-$33M |
-$11.6M |
SPY, XLK, MSFT, XLV, AAPL
|
13F-HR |
8/5/2019, 11:08 AM |
Q1 2019 |
649 |
$448M |
+$23.2M |
-$27.9M |
-$4.71M |
SPY, XLV, AAPL, XLK, MSFT
|
13F-HR |
5/2/2019, 02:32 PM |
Q4 2018 |
610 |
$404M |
+$30.6M |
-$28.5M |
+$2.14M |
SPY, XLV, AAPL, MSFT, JPM
|
13F-HR |
1/30/2019, 05:05 PM |
Q3 2018 |
634 |
$474M |
+$22.2M |
-$32M |
-$9.78M |
AAPL, SPY, MSFT, JPM, XLK
|
13F-HR |
11/7/2018, 03:41 PM |
Q2 2018 |
653 |
$452M |
+$30.2M |
-$29.4M |
+$722K |
SPY, AAPL, JPM, MSFT, C
|
13F-HR |
7/26/2018, 05:36 PM |
Q1 2018 |
670 |
$443M |
+$32.5M |
-$44.8M |
-$12.3M |
AAPL, SPY, JPM, C, CSCO
|
13F-HR |
4/25/2018, 05:36 PM |
Q4 2017 |
687 |
$471M |
+$14.2M |
-$29M |
-$14.8M |
AAPL, JPM, C, SPY, DIS
|
13F-HR |
2/13/2018, 11:20 AM |
Q3 2017 |
672 |
$465M |
+$43.7M |
-$37.3M |
+$6.41M |
AAPL, XOM, JPM, CELG, C
|
13F-HR |
11/8/2017, 03:51 PM |
Q2 2017 |
670 |
$483M |
+$21M |
-$26.6M |
-$5.59M |
XOM, FFG, AAPL, JPM, CELG
|
13F-HR |
8/7/2017, 01:03 PM |
Q1 2017 |
666 |
$484M |
+$13.9M |
-$46.8M |
-$32.9M |
FFG, AAPL, JPM, XOM, DIS
|
13F-HR |
5/11/2017, 10:09 AM |
Q4 2016 |
716 |
$508M |
+$61.4M |
-$63M |
-$1.53M |
FFG, JPM, AAPL, C, XOM
|
13F-HR |
1/31/2017, 10:22 AM |
Q3 2016 |
740 |
$488M |
+$11.4M |
-$10.1M |
+$1.29M |
FFG, AAPL, JPM, XOM, C
|
13F-HR |
11/10/2016, 01:22 PM |
Q2 2016 |
720 |
$480M |
+$20.8M |
-$19.4M |
+$1.34M |
FFG, AAPL, XOM, JPM, C
|
13F-HR |
8/9/2016, 12:30 PM |
Q1 2016 |
732 |
$477M |
+$17.7M |
-$17M |
+$706K |
FFG, AAPL, UNH, XOM, JPM
|
13F-HR |
5/11/2016, 10:36 AM |
Q4 2015 |
740 |
$374M |
+$31.4M |
-$24.7M |
+$6.7M |
FFG, XOM, AAPL, JPM, GEXXXX
|
13F-HR |
2/2/2016, 04:07 PM |
Q3 2015 |
762 |
$467M |
+$155M |
-$4.37M |
+$151M |
FFG, AAPL, XOM, C, JPM
|
13F-HR |
11/10/2015, 12:54 PM |
Q2 2015 |
116 |
$656M |
+$24M |
-$12.5M |
+$11.5M |
AAPL, SWKS, JPM, UNH, C
|
13F-HR |
7/14/2015, 10:39 AM |
Q1 2015 |
119 |
$645M |
+$67.8M |
-$35.6M |
+$32.2M |
SWKS, AAPL, XOM, UNH, C
|
13F-HR |
4/13/2015, 10:44 AM |
Q4 2014 |
114 |
$607M |
+$134M |
-$1.88M |
+$132M |
AAPL, XOM, SWKS, JPM, UNH
|
13F-HR |
1/9/2015, 03:38 PM |
Q3 2014 |
101 |
$467M |
+$16.3M |
-$28.7M |
-$12.4M |
AAPL, XOM, JPM, SWKS, GEXXXX
|
13F-HR |
10/7/2014, 11:35 AM |
Q2 2014 |
105 |
$485M |
+$54.7M |
-$22.6M |
+$32M |
AAPL, JPM, SWKS, SLB, MSFT
|
13F-HR |
7/14/2014, 10:34 AM |
Q1 2014 |
96 |
$455M |
+$57.5M |
-$10.6M |
+$46.9M |
JPM, AAPL, MSFT, GEXXXX, RHHBY
|
13F-HR |
4/11/2014, 02:57 PM |
Q4 2013 |
96 |
$410M |
|
|
|
AAPL, JPM, GEXXXX, MSFT, XOM
|
13F-HR |
1/10/2014, 10:13 AM |