Q4 2024 |
816 |
$13.6B |
+$412M |
-$498M |
-$86M |
IVV, MSFT, IJH, IJR, AAPL
|
13F-HR |
2/14/2025, 02:36 PM |
Q3 2024 |
832 |
$13.9B |
+$301M |
-$403M |
-$102M |
IVV, MSFT, IJH, IJR, FNDF
|
13F-HR |
11/14/2024, 02:01 PM |
Q2 2024 |
824 |
$13.2B |
+$726M |
-$510M |
+$216M |
IVV, MSFT, IJH, IJR, FNDF
|
13F-HR |
7/31/2024, 09:27 AM |
Q1 2024 |
826 |
$13.2B |
+$780M |
-$337M |
+$444M |
IVV, MSFT, IJH, IJR, FNDF
|
13F-HR |
4/23/2024, 02:56 PM |
Q4 2023 |
814 |
$12.1B |
+$284M |
-$359M |
-$75.6M |
IVV, MSFT, IJH, IJR, FNDF
|
13F-HR |
2/6/2024, 09:28 AM |
Q3 2023 |
851 |
$11.1B |
+$217M |
-$242M |
-$25.1M |
IVV, MSFT, IJH, IJR, FNDF
|
13F-HR |
11/1/2023, 03:04 PM |
Q2 2023 |
814 |
$11.6B |
+$279M |
-$454M |
-$175M |
IVV, MSFT, IJH, IJR, AAPL
|
13F-HR |
8/9/2023, 03:36 PM |
Q1 2023 |
832 |
$11.1B |
+$362M |
-$401M |
-$38.8M |
IVV, MSFT, IJH, IJR, AAPL
|
13F-HR |
5/12/2023, 09:49 AM |
Q4 2022 |
827 |
$10.9B |
+$448M |
-$457M |
-$9.01M |
IVV, IJH, IJR, MSFT, AAPL
|
13F-HR |
2/3/2023, 05:10 PM |
Q3 2022 |
817 |
$9.92B |
+$265M |
-$181M |
+$83.3M |
IVV, IJH, IJR, MSFT, AAPL
|
13F-HR |
11/3/2022, 02:55 PM |
Q2 2022 |
854 |
$10.5B |
+$307M |
-$507M |
-$200M |
IVV, IJH, IJR, MSFT, AAPL
|
13F-HR |
7/25/2022, 03:40 PM |
Q1 2022 |
905 |
$12.4B |
+$415M |
-$331M |
+$84M |
IVV, IJH, MSFT, IJR, AAPL
|
13F-HR |
4/25/2022, 02:52 PM |
Q4 2021 |
923 |
$12.8B |
+$566M |
-$326M |
+$240M |
IVV, MSFT, IJH, IJR, AAPL
|
13F-HR |
1/31/2022, 01:11 PM |
Q3 2021 |
891 |
$11.6B |
+$459M |
-$342M |
+$117M |
IVV, IJH, MSFT, IJR, AAPL
|
13F-HR |
11/3/2021, 08:24 PM |
Q2 2021 |
907 |
$11.6B |
+$291M |
-$386M |
-$95.8M |
IVV, IJH, MSFT, IJR, AAPL
|
13F-HR |
7/26/2021, 05:51 PM |
Q1 2021 |
856 |
$11B |
+$471M |
-$494M |
-$23.2M |
IVV, IJH, IJR, MSFT, AAPL
|
13F-HR |
6/2/2021, 02:01 PM |
Q4 2020 |
833 |
$10.4B |
+$463M |
-$157M |
+$306M |
IVV, IJH, MSFT, IJR, AAPL
|
13F-HR |
2/5/2021, 10:13 AM |
Q3 2020 |
800 |
$9.17B |
+$489M |
-$246M |
+$243M |
IVV, MSFT, IJH, AAPL, IJR
|
13F-HR |
10/15/2020, 12:44 PM |
Q2 2020 |
806 |
$8.59B |
+$536M |
-$456M |
+$79.9M |
IVV, MSFT, IJH, IJR, AAPL
|
13F-HR |
7/27/2020, 02:54 PM |
Q1 2020 |
796 |
$7.25B |
+$456M |
-$354M |
+$101M |
IVV, MSFT, IJH, IJR, JPM
|
13F-HR |
4/29/2020, 05:05 PM |
Q4 2019 |
808 |
$9.31B |
+$435M |
-$364M |
+$72M |
IVV, IJH, IJR, MSFT, JPM
|
13F-HR |
2/3/2020, 08:03 AM |
Q3 2019 |
801 |
$8.72B |
+$364M |
-$332M |
+$32.3M |
IVV, IJH, IJR, MSFT, JPM
|
13F-HR |
10/24/2019, 11:08 AM |
Q2 2019 |
813 |
$8.86B |
+$273M |
-$275M |
-$1.5M |
IVV, IJH, IJR, MSFT, JPM
|
13F-HR |
7/19/2019, 10:06 AM |
Q1 2019 |
1,825 |
$8.68B |
+$238M |
-$453M |
-$215M |
IVV, IJH, IJR, MSFT, JPM
|
13F-HR |
4/19/2019, 11:45 AM |
Q4 2018 |
1,788 |
$7.99B |
+$368M |
-$419M |
-$51.2M |
IVV, IJH, IJR, MSFT, JPM
|
13F-HR |
1/28/2019, 11:10 AM |
Q3 2018 |
1,868 |
$9.27B |
+$192M |
-$252M |
-$59.4M |
IVV, IJH, IJR, MSFT, JPM
|
13F-HR |
10/22/2018, 03:44 PM |
Q2 2018 |
1,972 |
$8.85B |
+$337M |
-$458M |
-$121M |
IVV, IJH, IJR, VEA, JBHT
|
13F-HR |
7/26/2018, 09:33 AM |
Q1 2018 |
1,891 |
$8.91B |
+$416M |
-$424M |
-$8.29M |
IVV, IJH, VEA, IJR, EFA
|
13F-HR |
4/18/2018, 04:16 PM |
Q4 2017 |
1,936 |
$9.23B |
+$406M |
-$451M |
-$44.7M |
IVV, IJH, IJR, VEA, JPM
|
13F-HR |
1/18/2018, 01:36 PM |
Q3 2017 |
866 |
$8.8B |
+$235M |
-$156M |
+$78.4M |
IVV, IJH, IJR, XOM, JPM
|
13F-HR |
10/23/2017, 12:29 PM |
Q2 2017 |
885 |
$8.51B |
+$460M |
-$504M |
-$44M |
IVV, IJH, XOM, IJR, JPM
|
13F-HR |
7/31/2017, 11:17 AM |
Q1 2017 |
870 |
$8.44B |
+$472M |
-$315M |
+$157M |
IJH, IVV, XOM, IJR, JPM
|
13F-HR |
5/2/2017, 02:44 PM |
Q4 2016 |
877 |
$8.17B |
+$348M |
-$242M |
+$106M |
XOM, IJH, JPM, IVV, IJR
|
13F-HR |
2/3/2017, 01:34 PM |
Q3 2016 |
877 |
$7.76B |
+$303M |
-$344M |
-$40.5M |
XOM, IJH, JPM, IVV, IJR
|
13F-HR |
10/28/2016, 09:47 AM |
Q2 2016 |
855 |
$7.71B |
+$395M |
-$406M |
-$10.8M |
XOM, IJH, T, IVV, GEXXXX
|
13F-HR |
7/26/2016, 03:48 PM |
Q1 2016 |
876 |
$7.53B |
+$447M |
-$380M |
+$67.3M |
XOM, IJH, IVV, GEXXXX, T
|
13F-HR |
5/2/2016, 03:22 PM |
Q4 2015 |
898 |
$7.45B |
+$493M |
-$317M |
+$176M |
IJH, XOM, JPM, SNA, IVV
|
13F-HR |
1/29/2016, 09:14 AM |
Q3 2015 |
905 |
$7.01B |
+$402M |
-$250M |
+$152M |
IJH, XOM, JPM, TMK, IJR
|
13F-HR |
10/20/2015, 11:41 AM |
Q2 2015 |
909 |
$7.53B |
+$268M |
-$415M |
-$147M |
XOM, IJH, JPM, TMK, PG
|
13F-HR |
7/14/2015, 01:33 PM |
Q1 2015 |
911 |
$7.78B |
+$474M |
-$306M |
+$168M |
XOM, IJH, EFA, PG, JPM
|
13F-HR |
4/23/2015, 03:27 PM |
Q4 2014 |
923 |
$7.71B |
+$269M |
-$654M |
-$385M |
XOM, IJH, JNJ, PG, JPM
|
13F-HR |
1/21/2015, 03:21 PM |
Q3 2014 |
1,105 |
$8.01B |
+$334M |
-$312M |
+$21.4M |
XOM, JNJ, IJH, JPM, CVX
|
13F-HR |
10/27/2014, 03:45 PM |
Q2 2014 |
1,090 |
$8.14B |
+$489M |
-$354M |
+$136M |
XOM, JNJ, CVX, IJH, JPM
|
13F-HR |
7/23/2014, 03:16 PM |
Q1 2014 |
1,081 |
$7.85B |
+$367M |
-$624M |
-$258M |
XOM, JNJ, JPM, CVX, IJH
|
13F-HR |
4/17/2014, 03:12 PM |
Q4 2013 |
1,087 |
$8.05B |
|
|
|
SPY, XOM, CVX, JPM, GEXXXX
|
13F-HR |
1/27/2014, 03:35 PM |