Q4 2024 |
210 |
$790M |
+$9.94M |
-$66.5M |
-$56.6M |
IVW, VGSH, IVE, VCSH, AAPL
|
13F-HR |
1/21/2025, 05:10 PM |
Q3 2024 |
213 |
$859M |
+$52.7M |
-$68.7M |
-$16.1M |
VGSH, IVW, IVE, VCSH, VCIT
|
13F-HR |
10/30/2024, 03:43 PM |
Q2 2024 |
214 |
$830M |
+$42.9M |
-$53.8M |
-$10.8M |
IVW, VGSH, IVE, VCIT, VCSH
|
13F-HR |
7/26/2024, 01:05 PM |
Q1 2024 |
218 |
$841M |
+$44.8M |
-$88.6M |
-$43.8M |
IVW, VGSH, IVE, VCSH, VCIT
|
13F-HR |
5/1/2024, 04:33 PM |
Q4 2023 |
225 |
$837M |
+$32.7M |
-$72.7M |
-$40M |
VGSH, IVW, IVE, VCSH, VGIT
|
13F-HR |
1/11/2024, 05:16 PM |
Q3 2023 |
228 |
$804M |
+$56.6M |
-$56.3M |
+$230K |
VGSH, IVW, IVE, VGIT, AAPL
|
13F-HR |
10/24/2023, 09:38 AM |
Q2 2023 |
232 |
$839M |
+$46.7M |
-$68.9M |
-$22.2M |
IVW, IVE, VGSH, VGIT, AAPL
|
13F-HR |
7/31/2023, 05:28 PM |
Q1 2023 |
240 |
$834M |
+$159M |
-$42.8M |
+$116M |
IVE, IVW, VGSH, VGIT, AAPL
|
13F-HR |
5/9/2023, 04:58 PM |
Q4 2022 |
182 |
$700M |
+$61.1M |
-$72.4M |
-$11.3M |
IVE, IVW, VGSH, VGIT, IJJ
|
13F-HR |
2/13/2023, 03:58 PM |
Q3 2022 |
194 |
$667M |
+$120M |
-$88.6M |
+$31.2M |
IVW, IVE, IJJ, IJK, AAPL
|
13F-HR |
11/14/2022, 12:27 PM |
Q2 2022 |
446 |
$710M |
+$87.2M |
-$65.1M |
+$22.1M |
IVW, IVE, IJJ, BSCO, BSCN
|
13F-HR |
8/16/2022, 12:54 PM |
Q1 2022 |
424 |
$816M |
+$36.8M |
-$75.2M |
-$38.4M |
IVW, IVE, IJJ, IJK, AAPL
|
13F-HR |
5/23/2022, 06:16 PM |
Q4 2021 |
455 |
$875M |
+$26.4M |
-$23M |
+$3.39M |
IVW, IVE, IJK, IJJ, AAPL
|
13F-HR |
2/15/2022, 07:51 PM |
Q3 2021 |
470 |
$820M |
+$55.1M |
-$52.4M |
+$2.78M |
IVW, IVE, IJK, IJJ, AAPL
|
13F-HR |
11/15/2021, 05:05 PM |
Q2 2021 |
490 |
$827M |
+$53.2M |
-$38.2M |
+$15M |
IVW, IVE, IJK, IJJ, AAPL
|
13F-HR |
8/17/2021, 03:56 PM |
Q1 2021 |
459 |
$773M |
+$74.9M |
-$94.4M |
-$19.6M |
IVW, IVE, IJK, IJJ, BSCO
|
13F-HR |
5/13/2021, 05:39 PM |
Q4 2020 |
444 |
$750M |
+$117M |
-$39.2M |
+$77.5M |
IVW, IVE, IJK, AAPL, IJJ
|
13F-HR |
2/16/2021, 04:30 PM |
Q3 2020 |
412 |
$686M |
+$67.8M |
-$23.1M |
+$44.8M |
IVW, IVE, IJK, BSCL, AAPL
|
13F-HR |
11/16/2020, 02:48 PM |
Q2 2020 |
437 |
$632M |
+$68.8M |
-$40.2M |
+$28.6M |
IVW, IVE, IJK, BSCL, AAPL
|
13F-HR |
8/14/2020, 05:36 PM |
Q1 2020 |
388 |
$526M |
+$57.5M |
-$52.9M |
+$4.58M |
IVW, BSCL, IVE, IJK, MSFT
|
13F-HR |
5/15/2020, 05:16 PM |
Q4 2019 |
440 |
$652M |
+$32.9M |
-$115M |
-$81.8M |
IVW, IVE, BSCL, IJK, IJJ
|
13F-HR |
1/24/2020, 04:34 PM |
Q3 2019 |
444 |
$689M |
+$49.5M |
-$23.8M |
+$25.7M |
IVW, IVE, IJK, BSCL, IJJ
|
13F-HR |
10/31/2019, 12:44 PM |
Q2 2019 |
419 |
$663M |
+$52M |
-$52M |
-$25.2K |
IVW, IVE, IJK, BSCL, BSCK
|
13F-HR |
7/30/2019, 09:38 AM |
Q1 2019 |
395 |
$657M |
+$51.7M |
-$53.6M |
-$1.83M |
IVW, IVE, IJK, IJJ, BSCK
|
13F-HR |
4/24/2019, 10:33 AM |
Q4 2018 |
390 |
$597M |
+$60.2M |
-$53.2M |
+$7.02M |
IVW, IVE, IJK, IJJ, BSCL
|
13F-HR |
2/14/2019, 01:09 PM |
Q3 2018 |
392 |
$685M |
+$64.2M |
-$43.6M |
+$20.5M |
IVW, IVE, IJK, IJJ, AAPL
|
13F-HR |
11/15/2018, 01:13 PM |
Q2 2018 |
409 |
$638M |
+$111M |
-$38.8M |
+$72M |
IVW, IVE, IJK, IJJ, IJT
|
13F-HR |
8/13/2018, 02:45 PM |
Q1 2018 |
430 |
$584M |
+$46.1M |
-$49M |
-$2.9M |
IVW, IVE, IJK, IJJ, MSFT
|
13F-HR |
5/11/2018, 11:35 AM |
Q4 2017 |
443 |
$635M |
+$91.5M |
-$13.2M |
+$78.3M |
IVW, IVE, IJK, IJJ, MSFT
|
13F-HR |
2/16/2018, 10:18 AM |
Q3 2017 |
171 |
$536M |
+$38.2M |
-$29.1M |
+$9.11M |
IVW, IVE, IJK, IJJ, MSFT
|
13F-HR |
11/15/2017, 12:28 PM |
Q2 2017 |
175 |
$531M |
+$25.8M |
-$17.6M |
+$8.14M |
IVW, IVE, IJK, IJJ, MSFT
|
13F-HR |
8/14/2017, 04:26 PM |
Q1 2017 |
181 |
$521M |
+$42.5M |
-$33.6M |
+$8.97M |
IVW, IVE, IJK, IJJ, MSFT
|
13F-HR |
5/17/2017, 04:57 PM |
Q4 2016 |
171 |
$495M |
+$42.8M |
-$13.7M |
+$29M |
IVW, IVE, IJK, IJJ, JPM
|
13F-HR |
2/15/2017, 03:35 PM |
Q3 2016 |
166 |
$461M |
+$31.8M |
-$16.5M |
+$15.3M |
IVW, IVE, IJK, IJJ, LQD
|
13F-HR |
11/15/2016, 01:35 PM |
Q2 2016 |
172 |
$460M |
+$33.1M |
-$14.8M |
+$18.3M |
IVW, IVE, IJK, IJJ, LQD
|
13F-HR |
8/15/2016, 04:21 PM |
Q1 2016 |
169 |
$438M |
+$48.1M |
-$17.6M |
+$30.5M |
IVW, IVE, IJK, IJJ, LQD
|
13F-HR |
5/2/2016, 05:47 PM |
Q4 2015 |
176 |
$425M |
+$38.7M |
-$14.3M |
+$24.5M |
IVW, IVE, IJK, IJJ, IGIB
|
13F-HR |
2/10/2016, 04:51 PM |
Q3 2015 |
189 |
$403M |
+$106M |
-$14.2M |
+$91.7M |
IVW, IVE, IJK, IGIB, IJJ
|
13F-HR |
11/10/2015, 01:54 PM |
Q2 2015 |
152 |
$366M |
+$19M |
-$10.4M |
+$8.56M |
IVW, IVE, IJK, IJJ, AAPL
|
13F-HR |
8/12/2015, 05:31 PM |
Q1 2015 |
158 |
$368M |
+$23.8M |
-$16.1M |
+$7.71M |
IVW, IVE, IJK, IJJ, AAPL
|
13F-HR |
5/4/2015, 12:23 PM |
Q4 2014 |
154 |
$362M |
+$24.1M |
-$24.3M |
-$208K |
IVW, IVE, IJK, IJJ, AAPL
|
13F-HR |
2/3/2015, 02:18 PM |
Q3 2014 |
159 |
$363M |
+$26.5M |
-$15.1M |
+$11.4M |
IVW, IVE, IJK, IJJ, VZ
|
13F-HR |
11/6/2014, 03:36 PM |
Q2 2014 |
159 |
$369M |
+$39.1M |
-$15.4M |
+$23.7M |
IVW, IVE, IJK, IJJ, VZ
|
13F-HR |
8/5/2014, 05:33 PM |
Q1 2014 |
152 |
$341M |
+$21.3M |
-$12.7M |
+$8.6M |
IVW, IVE, IJK, IJJ, JPM
|
13F-HR |
4/28/2014, 04:49 PM |
Q4 2013 |
158 |
$341M |
|
|
|
IVW, IVE, IJK, IJJ, JPM
|
Restatement |
2/11/2014, 08:44 AM |