Q1 2025 |
1,746 |
$3.15B |
+$64.8M |
-$44.3M |
+$20.5M |
IVV, VEA, NNI, IJR, MSFT
|
13F-HR |
4/16/2025, 12:17 PM |
Q4 2024 |
1,773 |
$3.19B |
+$76M |
-$40.2M |
+$35.8M |
IVV, VEA, NNI, MSFT, IJR
|
13F-HR |
1/28/2025, 01:57 PM |
Q3 2024 |
1,792 |
$3.22B |
+$87.9M |
-$23.2M |
+$64.6M |
IVV, VEA, NNI, MSFT, IJR
|
13F-HR |
10/25/2024, 10:41 AM |
Q2 2024 |
1,776 |
$3B |
+$75.5M |
-$27.3M |
+$48.2M |
IVV, VEA, MSFT, NNI, IJR
|
13F-HR |
8/5/2024, 03:20 PM |
Q1 2024 |
1,734 |
$2.96B |
+$136M |
-$34.5M |
+$102M |
IVV, VEA, NNI, MSFT, IJR
|
13F-HR |
4/18/2024, 04:37 PM |
Q4 2023 |
1,752 |
$2.74B |
+$32.9M |
-$61M |
-$28M |
IVV, VEA, NNI, MSFT, IJR
|
13F-HR |
1/23/2024, 09:54 AM |
Q3 2023 |
1,752 |
$2.55B |
+$63.9M |
-$55.6M |
+$8.32M |
IVV, VEA, NNI, IJR, MSFT
|
13F-HR |
10/25/2023, 02:04 PM |
Q2 2023 |
1,762 |
$2.65B |
+$33.1M |
-$24.2M |
+$8.89M |
IVV, NNI, VEA, AAPL, MSFT
|
13F-HR |
8/1/2023, 01:46 PM |
Q1 2023 |
1,743 |
$2.51B |
+$76.3M |
-$54.5M |
+$21.8M |
IVV, NNI, VEA, IJR, AAPL
|
13F-HR |
5/12/2023, 08:14 AM |
Q4 2022 |
1,765 |
$2.43B |
+$43.8M |
-$48.4M |
-$4.6M |
NNI, IVV, VEA, IJR, MSFT
|
13F-HR |
2/2/2023, 10:34 AM |
Q3 2022 |
1,255 |
$2.22B |
+$72.1M |
-$29.2M |
+$43M |
IVV, NNI, VEA, AAPL, MSFT
|
13F-HR |
10/31/2022, 09:56 AM |
Q2 2022 |
931 |
$2.34B |
+$66.8M |
-$28.1M |
+$38.7M |
NNI, IVV, VEA, AAPL, MSFT
|
13F-HR |
7/28/2022, 10:07 AM |
Q1 2022 |
948 |
$2.64B |
+$133M |
-$24.4M |
+$109M |
IVV, NNI, VEA, AAPL, MSFT
|
13F-HR |
4/19/2022, 10:16 AM |
Q4 2021 |
965 |
$2.68B |
+$126M |
-$20M |
+$106M |
NNI, IVV, VEA, AAPL, MSFT
|
13F-HR |
1/14/2022, 02:28 PM |
Q3 2021 |
952 |
$2.37B |
+$189M |
-$35.8M |
+$153M |
NNI, IVV, VEA, MSFT, AAPL
|
13F-HR |
10/21/2021, 03:14 PM |
Q2 2021 |
933 |
$2.23B |
+$56.9M |
-$25.8M |
+$31.2M |
NNI, IVV, VEA, MSFT, AAPL
|
13F-HR |
7/16/2021, 01:14 PM |
Q1 2021 |
839 |
$2.09B |
+$65.7M |
-$24.6M |
+$41.1M |
NNI, IVV, VEA, MSFT, AAPL
|
13F-HR |
4/14/2021, 10:49 AM |
Q4 2020 |
833 |
$1.93B |
+$76M |
-$24.9M |
+$51.1M |
NNI, VEA, IVV, AAPL, MSFT
|
13F-HR |
1/20/2021, 12:50 PM |
Q3 2020 |
824 |
$1.67B |
+$78M |
-$16.8M |
+$61.2M |
NNI, VEA, IVV, AAPL, MSFT
|
13F-HR |
10/19/2020, 01:26 PM |
Q2 2020 |
828 |
$1.53B |
+$51.6M |
-$22.8M |
+$28.9M |
VEA, NNI, IVV, MSFT, AAPL
|
13F-HR |
7/21/2020, 02:02 PM |
Q1 2020 |
808 |
$1.31B |
+$56.2M |
-$26.8M |
+$29.4M |
NNI, VEA, IVV, MSFT, AAPL
|
13F-HR |
4/16/2020, 01:38 PM |
Q4 2019 |
835 |
$1.63B |
+$23.5M |
-$67.5M |
-$44.1M |
NNI, VEA, IVV, MSFT, AAPL
|
13F-HR |
1/21/2020, 09:41 AM |
Q3 2019 |
829 |
$1.59B |
+$41.9M |
-$34M |
+$7.93M |
NNI, VEA, IVV, MSFT, AAPL
|
13F-HR |
10/18/2019, 04:23 PM |
Q2 2019 |
834 |
$1.56B |
+$43.4M |
-$22.5M |
+$20.9M |
NNI, VEA, IVV, MSFT, VWO
|
13F-HR |
7/24/2019, 10:03 AM |
Q1 2019 |
834 |
$1.49B |
+$55.4M |
-$22.1M |
+$33.3M |
NNI, VEA, IVV, MSFT, VWO
|
13F-HR |
4/26/2019, 09:51 AM |
Q4 2018 |
798 |
$1.32B |
+$49.2M |
-$24.7M |
+$24.5M |
NNI, VEA, IVV, MSFT, GVI
|
13F-HR |
1/24/2019, 10:49 AM |
Q3 2018 |
828 |
$1.47B |
+$26.3M |
-$20.3M |
+$5.98M |
NNI, VEA, IVV, MSFT, AAPL
|
13F-HR |
10/30/2018, 12:07 PM |
Q2 2018 |
835 |
$1.38B |
+$38.2M |
-$17.3M |
+$20.9M |
NNI, VEA, IVV, MSFT, WFC
|
13F-HR |
7/23/2018, 12:48 PM |
Q1 2018 |
824 |
$1.33B |
+$44.6M |
-$30.8M |
+$13.8M |
NNI, VEA, IVV, WFC, GVI
|
13F-HR |
4/17/2018, 08:49 AM |
Q4 2017 |
841 |
$1.37B |
+$51.4M |
-$21.7M |
+$29.7M |
NNI, VEA, IVV, WFC, MSFT
|
13F-HR |
1/26/2018, 02:35 PM |
Q3 2017 |
824 |
$1.27B |
+$56.9M |
-$22.6M |
+$34.3M |
NNI, VEA, IVV, WFC, GVI
|
13F-HR |
10/19/2017, 10:45 AM |
Q2 2017 |
800 |
$1.2B |
+$60.7M |
-$15.3M |
+$45.4M |
NNI, VEA, WFC, IVV, GVI
|
13F-HR |
7/21/2017, 11:19 AM |
Q1 2017 |
708 |
$1.13B |
+$72.8M |
-$37.4M |
+$35.4M |
NNI, VEA, WFC, IVV, GVI
|
13F-HR |
4/18/2017, 04:34 PM |
Q4 2016 |
763 |
$1.09B |
+$115M |
-$5.48M |
+$110M |
NNI, WFC, VEA, MSFT, GVI
|
13F-HR |
1/26/2017, 03:49 PM |
Q3 2016 |
717 |
$954M |
+$71.2M |
-$27.5M |
+$43.7M |
NNI, VEA, MSFT, IVV, GVI
|
13F-HR |
10/19/2016, 10:35 AM |
Q2 2016 |
685 |
$895M |
+$40.2M |
-$15.6M |
+$24.6M |
NNI, IVV, VEA, JNJ, MSFT
|
13F-HR |
7/18/2016, 10:19 AM |
Q1 2016 |
698 |
$860M |
+$47.2M |
-$13.1M |
+$34.1M |
NNI, IVV, MSFT, VEA, JNJ
|
13F-HR |
5/2/2016, 12:03 PM |
Q4 2015 |
688 |
$799M |
+$65M |
-$17.4M |
+$47.6M |
NNI, MSFT, IVV, PEP, VEA
|
13F-HR |
2/1/2016, 04:39 PM |
Q3 2015 |
693 |
$730M |
+$42M |
-$14.1M |
+$27.9M |
NNI, AAPL, IVV, MSFT, VEA
|
13F-HR |
10/29/2015, 04:35 PM |
Q2 2015 |
724 |
$787M |
+$36.1M |
-$20.8M |
+$15.3M |
NNI, AAPL, MSFT, JNJ, IVV
|
13F-HR |
8/5/2015, 11:50 AM |
Q1 2015 |
725 |
$794M |
+$32.2M |
-$14.2M |
+$18M |
NNI, AAPL, PEP, MSFT, JNJ
|
13F-HR |
4/14/2015, 05:30 PM |
Q4 2014 |
659 |
$800M |
+$28M |
-$8.68M |
+$19.3M |
NNI, IVV, MSFT, AAPL, VIG
|
13F-HR |
1/22/2015, 09:25 AM |
Q3 2014 |
683 |
$753M |
+$17.4M |
-$13.5M |
+$3.88M |
NNI, MSFT, IVV, JNJ, PEP
|
13F-HR |
10/24/2014, 10:43 AM |
Q2 2014 |
651 |
$750M |
+$37.9M |
-$11.5M |
+$26.4M |
NNI, IVV, AAPL, JNJ, MSFT
|
13F-HR |
7/16/2014, 09:58 AM |
Q1 2014 |
652 |
$716M |
+$30.2M |
-$7.83M |
+$22.4M |
NNI, MSFT, IVV, JNJ, VIG
|
13F-HR |
4/23/2014, 12:26 PM |
Q4 2013 |
665 |
$695M |
|
|
|
NNI, VIG, IVV, JNJ, AAPL
|
13F-HR |
2/12/2014, 03:52 PM |