Q2 2025 |
276 |
$1.52B |
+$69.9M |
-$26.6M |
+$43.2M |
VUG, VTV, VEA, IBDT, IBDU
|
13F-HR |
7/22/2025, 03:33 PM |
Q1 2025 |
270 |
$1.38B |
+$93.2M |
-$30.6M |
+$62.6M |
VUG, VTV, VEA, IBDT, AAPL
|
13F-HR |
4/22/2025, 10:18 AM |
Q4 2024 |
259 |
$1.35B |
+$77.3M |
-$34.5M |
+$42.7M |
VUG, VTV, VEA, AAPL, IBDT
|
13F-HR |
2/11/2025, 03:12 PM |
Q3 2024 |
256 |
$1.33B |
+$128M |
-$48.8M |
+$79.1M |
VUG, VTV, VEA, AAPL, IBDT
|
13F-HR |
10/31/2024, 04:45 PM |
Q2 2024 |
248 |
$1.2B |
+$46M |
-$54.8M |
-$8.82M |
VUG, VTV, VEA, AAPL, MSFT
|
13F-HR |
7/18/2024, 09:04 AM |
Q1 2024 |
364 |
$1.19B |
+$87M |
-$31.1M |
+$55.8M |
VUG, VTV, VEA, MSFT, IBDT
|
13F-HR |
4/18/2024, 02:44 PM |
Q4 2023 |
239 |
$1.07B |
+$115M |
-$66.1M |
+$48.4M |
VUG, VTV, VEA, AAPL, MSFT
|
13F-HR |
1/19/2024, 01:16 PM |
Q3 2023 |
230 |
$945M |
+$46.5M |
-$25.6M |
+$20.9M |
VUG, VTV, VEA, AAPL, MSFT
|
13F-HR |
10/24/2023, 02:11 PM |
Q2 2023 |
238 |
$964M |
+$27.8M |
-$24.9M |
+$2.91M |
VUG, VTV, VEA, AAPL, MSFT
|
13F-HR |
8/2/2023, 12:21 PM |
Q1 2023 |
245 |
$941M |
+$68M |
-$27M |
+$40.9M |
VUG, VTV, VEA, AAPL, MSFT
|
13F-HR |
5/9/2023, 04:24 PM |
Q4 2022 |
253 |
$883M |
+$33.3M |
-$15M |
+$18.3M |
VTV, VUG, VEA, AAPL, VO
|
13F-HR |
1/31/2023, 11:55 AM |
Q3 2022 |
243 |
$800M |
+$61.2M |
-$11M |
+$50.2M |
VTV, VUG, VEA, AAPL, JPST
|
13F-HR |
11/8/2022, 11:35 AM |
Q2 2022 |
239 |
$810M |
+$66.8M |
-$11M |
+$55.8M |
VTV, VUG, VEA, AAPL, JPST
|
13F-HR |
8/9/2022, 02:31 PM |
Q1 2022 |
245 |
$866M |
+$116M |
-$7.81M |
+$108M |
VUG, VTV, AAPL, VEA, JPST
|
13F-HR |
5/12/2022, 09:07 AM |
Q4 2021 |
216 |
$783M |
+$53.4M |
-$8.58M |
+$44.8M |
VUG, VTV, AAPL, VEA, MSFT
|
13F-HR |
2/2/2022, 01:55 PM |
Q3 2021 |
205 |
$687M |
+$60M |
-$6.5M |
+$53.5M |
VUG, VTV, VEA, AAPL, JPST
|
13F-HR |
11/12/2021, 10:01 AM |
Q2 2021 |
203 |
$637M |
+$29.3M |
-$8.84M |
+$20.5M |
VUG, VTV, VEA, AAPL, JPST
|
13F-HR |
8/16/2021, 09:09 AM |
Q1 2021 |
193 |
$588M |
+$40.1M |
-$17M |
+$23.1M |
VUG, VTV, VEA, JPST, AAPL
|
13F-HR |
5/17/2021, 08:36 AM |
Q4 2020 |
181 |
$536M |
+$29.5M |
-$13.4M |
+$16.1M |
VUG, VTV, VEA, JPST, AAPL
|
13F-HR |
2/16/2021, 08:19 AM |
Q3 2020 |
174 |
$466M |
+$63.8M |
-$22.7M |
+$41.1M |
VUG, VTV, JPST, VEA, AAPL
|
13F-HR |
11/16/2020, 08:54 AM |
Q2 2020 |
176 |
$418M |
+$21.2M |
-$14.2M |
+$7.07M |
VUG, VTV, VEA, AAPL, VZ
|
13F-HR |
8/14/2020, 09:26 AM |
Q1 2020 |
175 |
$363M |
+$38.1M |
-$12.4M |
+$25.7M |
VUG, VTV, VEA, VZ, SHV
|
13F-HR |
5/15/2020, 10:00 AM |
Q4 2019 |
175 |
$441M |
+$20.2M |
-$7.1M |
+$13.1M |
VTV, VUG, VEA, SHV, AAPL
|
13F-HR |
2/14/2020, 08:19 AM |
Q3 2019 |
168 |
$409M |
+$17.2M |
-$16.9M |
+$288K |
VTV, VUG, VEA, SHV, VZ
|
13F-HR |
11/14/2019, 08:46 AM |
Q2 2019 |
170 |
$404M |
+$19.9M |
-$6.6M |
+$13.3M |
VUG, VTV, VEA, VEU, VZ
|
13F-HR |
8/14/2019, 12:59 PM |
Q1 2019 |
178 |
$385M |
+$11.1M |
-$17.4M |
-$6.34M |
VUG, VTV, VEA, VZ, VEU
|
13F-HR |
5/15/2019, 09:46 AM |
Q4 2018 |
177 |
$355M |
+$39.7M |
-$8.72M |
+$31M |
VTV, VUG, VEA, VZ, VEU
|
13F-HR |
2/14/2019, 08:28 AM |
Q3 2018 |
157 |
$366M |
+$14.7M |
-$21.5M |
-$6.81M |
VUG, VTV, VEA, VZ, VEU
|
13F-HR |
11/13/2018, 04:24 PM |
Q2 2018 |
165 |
$361M |
+$29.7M |
-$14.3M |
+$15.4M |
VEA, VUG, VTV, WY, VYM
|
13F-HR |
8/10/2018, 03:44 PM |
Q1 2018 |
169 |
$361M |
+$24.2M |
-$30.7M |
-$6.49M |
VEA, VTV, VUG, VYM, WY
|
13F-HR |
5/14/2018, 10:29 AM |
Q4 2017 |
187 |
$388M |
+$18.1M |
-$13.7M |
+$4.31M |
VEA, VTV, VUG, VYM, WY
|
13F-HR |
2/13/2018, 08:59 AM |
Q3 2017 |
183 |
$366M |
+$18.2M |
-$15.8M |
+$2.37M |
VEA, VTV, VUG, VYM, WY
|
13F-HR |
11/13/2017, 08:47 AM |
Q2 2017 |
181 |
$354M |
+$31.4M |
-$31.9M |
-$518K |
VEA, VTV, VUG, VYM, WY
|
13F-HR |
8/11/2017, 02:40 PM |
Q1 2017 |
178 |
$343M |
+$4.61M |
-$3.04M |
+$1.57M |
VTV, VUG, VYM, VEA, WY
|
13F-HR |
5/12/2017, 10:53 AM |
Q4 2016 |
184 |
$345M |
+$27.3M |
-$12.4M |
+$15M |
VTV, VUG, VYM, VEA, WY
|
13F-HR |
2/13/2017, 12:15 PM |
Q3 2016 |
693 |
$348M |
+$32M |
-$21.6M |
+$10.3M |
VTV, VUG, VYM, VEA, WY
|
13F-HR |
11/14/2016, 04:07 PM |
Q2 2016 |
187 |
$334M |
+$22.6M |
-$11.3M |
+$11.3M |
VTV, VUG, VYM, VEA, WY
|
13F-HR |
8/11/2016, 03:44 PM |
Q1 2016 |
510 |
$331M |
+$31M |
-$28.7M |
+$2.32M |
VTV, VUG, VYM, WY, VEA
|
13F-HR |
5/16/2016, 05:05 PM |
Q4 2015 |
517 |
$339M |
+$19.4M |
-$16.9M |
+$2.58M |
VUG, VTV, VYM, PCL, VEA
|
13F-HR |
2/16/2016, 09:22 AM |
Q3 2015 |
517 |
$328M |
+$35M |
-$20.2M |
+$14.8M |
VUG, VTV, VYM, VEA, PCL
|
13F-HR |
11/13/2015, 04:10 PM |
Q2 2015 |
520 |
$345M |
|
|
|
VUG, VTV, VYM, VEA, PCL
|
New Holdings |
8/12/2015, 04:26 PM |
Q2 2015 |
520 |
$345M |
+$46.8M |
-$13.4M |
+$33.4M |
VUG, VTV, VYM, VEA, PCL
|
13F-HR |
8/11/2015, 02:43 PM |
Q1 2015 |
170 |
$324M |
+$22.6M |
-$17.1M |
+$5.56M |
VUG, VTV, VYM, VEA, PCL
|
13F-HR |
5/11/2015, 05:07 PM |
Q4 2014 |
167 |
$326M |
+$23.6M |
-$23.3M |
+$252K |
VTV, VUG, PCL, VEA, VIG
|
13F-HR |
2/13/2015, 05:49 PM |
Q3 2014 |
201 |
$348M |
+$15.7M |
-$11.6M |
+$4.14M |
VUG, VTV, PCL, VEU, VIG
|
13F-HR |
11/12/2014, 06:53 AM |
Q2 2014 |
201 |
$354M |
+$25.8M |
-$13.7M |
+$12.1M |
VUG, VTV, PCL, VEU, VIG
|
13F-HR |
8/12/2014, 10:14 AM |
Q1 2014 |
197 |
$344M |
+$27.5M |
-$19M |
+$8.44M |
VUG, VTV, VIG, VEU, PCL
|
13F-HR |
5/14/2014, 05:00 PM |
Q4 2013 |
193 |
$333M |
|
|
|
VUG, VTV, VIG, VEU, XOM
|
13F-HR |
2/13/2014, 10:27 AM |