Q1 2025 |
1,200 |
$1.37B |
+$41M |
-$54.5M |
-$13.5M |
JPM, AAPL, IVW, VCSH, VTI
|
13F-HR |
4/17/2025, 10:14 AM |
Q4 2024 |
1,217 |
$1.44B |
+$54.6M |
-$65.3M |
-$10.7M |
JPM, AAPL, IVW, VTI, VCSH
|
13F-HR |
2/10/2025, 10:51 AM |
Q3 2024 |
1,186 |
$1.45B |
+$46M |
-$52M |
-$6.03M |
AAPL, JPM, IVW, MSFT, VTI
|
13F-HR |
10/30/2024, 04:38 PM |
Q2 2024 |
1,164 |
$1.36B |
+$38.3M |
-$69.9M |
-$31.5M |
JPM, AAPL, IVW, MSFT, VTI
|
13F-HR |
8/5/2024, 06:21 PM |
Q1 2024 |
1,222 |
$1.4B |
+$61.1M |
-$46.5M |
+$14.6M |
JPM, AAPL, IVW, MSFT, VTI
|
13F-HR |
4/30/2024, 03:32 PM |
Q4 2023 |
1,187 |
$1.3B |
+$56.8M |
-$61.8M |
-$4.98M |
AAPL, JPM, IVW, MSFT, VTI
|
13F-HR |
1/10/2024, 04:09 PM |
Q3 2023 |
1,314 |
$1.18B |
+$38M |
-$44.8M |
-$6.85M |
AAPL, JPM, IVW, MSFT, VTI
|
13F-HR |
11/6/2023, 12:30 PM |
Q2 2023 |
1,289 |
$1.23B |
+$22.3M |
-$29.3M |
-$7.02M |
AAPL, JPM, IVW, MSFT, VTI
|
13F-HR |
8/2/2023, 10:54 AM |
Q1 2023 |
1,301 |
$1.21B |
+$81.9M |
-$26.9M |
+$55M |
AAPL, JPM, IVW, MSFT, VTI
|
13F-HR |
4/27/2023, 03:34 PM |
Q4 2022 |
1,311 |
$1.13B |
+$73M |
-$37.3M |
+$35.6M |
JPM, AAPL, IVW, VTI, SPY
|
13F-HR |
1/11/2023, 02:53 PM |
Q3 2022 |
1,077 |
$1.01B |
+$33.6M |
-$25.9M |
+$7.62M |
AAPL, VTIP, JPM, IVW, VTI
|
13F-HR |
11/2/2022, 09:12 AM |
Q2 2022 |
1,079 |
$1.08B |
+$41.4M |
-$15.3M |
+$26.2M |
AAPL, VTIP, JPM, IVW, MSFT
|
13F-HR |
7/19/2022, 09:47 AM |
Q1 2022 |
1,085 |
$1.27B |
+$47.4M |
-$109M |
-$61.5M |
AAPL, JPM, IVW, VTIP, MSFT
|
13F-HR |
5/3/2022, 12:57 PM |
Q4 2021 |
1,127 |
$1.42B |
+$158M |
-$24.6M |
+$133M |
LAZR, AAPL, JPM, IVW, VTIP
|
13F-HR |
2/7/2022, 10:42 AM |
Q3 2021 |
1,111 |
$1.23B |
+$34.7M |
-$21.5M |
+$13.1M |
JPM, AAPL, IVW, VTI, VTIP
|
13F-HR |
10/20/2021, 02:55 PM |
Q2 2021 |
1,084 |
$1.26B |
+$146M |
-$15.7M |
+$130M |
JPM, AAPL, IVW, LAZR, VTI
|
13F-HR |
7/13/2021, 03:37 PM |
Q1 2021 |
1,044 |
$1.06B |
+$68.2M |
-$40.7M |
+$27.6M |
JPM, AAPL, IVW, VTI, SPY
|
13F-HR |
4/19/2021, 09:27 AM |
Q4 2020 |
987 |
$960M |
+$70.8M |
-$48.5M |
+$22.4M |
AAPL, IVW, OESX, JPM, VTI
|
13F-HR |
1/12/2021, 12:06 PM |
Q3 2020 |
979 |
$837M |
+$82.9M |
-$22.4M |
+$60.6M |
AAPL, JPM, IVW, OESX, VTI
|
13F-HR |
10/13/2020, 02:40 PM |
Q2 2020 |
939 |
$764M |
+$51.7M |
-$90.8M |
-$39M |
JPM, IVW, AAPL, SPY, VTI
|
13F-HR |
7/15/2020, 06:09 PM |
Q1 2020 |
956 |
$675M |
+$37M |
-$85.2M |
-$48.2M |
JPM, IVW, SPY, AAPL, MSFT
|
13F-HR |
4/23/2020, 02:04 PM |
Q4 2019 |
1,012 |
$953M |
+$38M |
-$48.6M |
-$10.6M |
JPM, IVW, AAPL, IVE, SPY
|
13F-HR |
1/29/2020, 03:33 PM |
Q3 2019 |
1,049 |
$896M |
+$82M |
-$51.4M |
+$30.5M |
JPM, IVW, IVE, VTI, SPY
|
13F-HR |
10/3/2019, 11:53 AM |
Q2 2019 |
387 |
$858M |
+$31.8M |
-$18.1M |
+$13.8M |
IVW, JPM, IVE, AAPL, VTI
|
13F-HR |
7/15/2019, 11:54 AM |
Q1 2019 |
1,026 |
$853M |
+$50.6M |
-$30.6M |
+$20M |
IVW, JPM, IVE, AAPL, VTI
|
13F-HR |
4/10/2019, 03:39 PM |
Q4 2018 |
1,022 |
$763M |
+$34.9M |
-$27.5M |
+$7.4M |
JPM, IVW, IVE, ORI, VTI
|
13F-HR |
1/7/2019, 01:02 PM |
Q3 2018 |
1,052 |
$890M |
+$27.2M |
-$28.3M |
-$1.01M |
JPM, IVW, AAPL, VTI, IVE
|
13F-HR |
10/11/2018, 01:28 PM |
Q2 2018 |
1,067 |
$858M |
+$52.7M |
-$25.9M |
+$26.8M |
JPM, IVW, VTI, IVE, AAPL
|
13F-HR |
7/20/2018, 09:54 AM |
Q1 2018 |
1,041 |
$837M |
+$56.2M |
-$22M |
+$34.2M |
JPM, IVW, VTI, IVE, DVY
|
13F-HR |
4/13/2018, 10:18 AM |
Q4 2017 |
1,036 |
$824M |
+$35.6M |
-$22.6M |
+$13M |
JPM, IVW, IVE, DVY, VTI
|
13F-HR |
1/11/2018, 08:37 AM |
Q3 2017 |
1,058 |
$789M |
+$54.1M |
-$28.1M |
+$26M |
JPM, IVW, DVY, VTI, IVE
|
13F-HR |
10/6/2017, 12:16 PM |
Q2 2017 |
1,046 |
$748M |
+$49.5M |
-$27.6M |
+$21.8M |
JPM, DVY, IVW, VTI, ACU
|
13F-HR |
7/18/2017, 02:45 PM |
Q1 2017 |
1,016 |
$727M |
+$59.9M |
-$12.7M |
+$47.2M |
JPM, DVY, VTI, ACU, IVW
|
13F-HR |
4/28/2017, 09:26 AM |
Q4 2016 |
919 |
$664M |
+$106M |
-$28.8M |
+$76.8M |
JPM, DVY, VTI, ORI, IVW
|
13F-HR |
1/13/2017, 10:57 AM |
Q3 2016 |
774 |
$561M |
+$21.9M |
-$18.1M |
+$3.81M |
JPM, DVY, VTI, IVW, ORI
|
13F-HR |
10/12/2016, 10:05 AM |
Q2 2016 |
772 |
$544M |
+$26M |
-$16.8M |
+$9.24M |
DVY, JPM, VTI, ORI, IVW
|
13F-HR |
7/12/2016, 12:54 PM |
Q1 2016 |
732 |
$521M |
+$31.9M |
-$18.3M |
+$13.6M |
DVY, JPM, VTI, ORI, IVW
|
13F-HR |
4/25/2016, 12:35 PM |
Q4 2015 |
728 |
$513M |
+$37.1M |
-$20.4M |
+$16.7M |
JPM, VTI, DVY, ORI, IVW
|
13F-HR |
1/20/2016, 08:21 AM |
Q3 2015 |
814 |
$486M |
+$28.2M |
-$17.8M |
+$10.4M |
JPM, VTI, DVY, IVW, ORI
|
13F-HR |
10/14/2015, 01:47 PM |
Q2 2015 |
794 |
$543M |
+$30.2M |
-$14.1M |
+$16.2M |
JPM, VTI, DVY, IVW, IVE
|
13F-HR |
7/30/2015, 03:56 PM |
Q1 2015 |
769 |
$534M |
+$36.8M |
-$13.5M |
+$23.3M |
JPM, DVY, VTI, IVW, IVE
|
13F-HR |
4/13/2015, 02:36 PM |
Q4 2014 |
769 |
$524M |
+$52.8M |
-$29.6M |
+$23.3M |
JPM, DVY, VTI, IVW, IVE
|
13F-HR |
2/5/2015, 02:21 PM |
Q3 2014 |
623 |
$494M |
+$23.4M |
-$13.9M |
+$9.48M |
JPM, VTI, KEX, IVW, DVY
|
13F-HR |
11/4/2014, 03:50 PM |
Q2 2014 |
660 |
$497M |
+$39.4M |
-$16M |
+$23.3M |
JPM, ORI, KEX, VTI, DVY
|
13F-HR |
8/18/2014, 03:22 PM |
Q1 2014 |
661 |
$478M |
+$56.1M |
-$13.2M |
+$42.9M |
JPM, ORI, KEX, VTI, DVY
|
13F-HR |
4/29/2014, 03:47 PM |
Q4 2013 |
287 |
$460M |
|
|
|
JPM, ORI, KEX, VTI, DVY
|
13F-HR |
1/30/2014, 02:17 PM |