Q4 2024 |
3,378 |
$59.6B |
+$5.53B |
-$1.46B |
+$4.07B |
AAPL, IVV, NVDA, MSFT, VEA
|
13F-HR |
2/13/2025, 04:51 PM |
Q3 2024 |
3,287 |
$56.2B |
+$3.48B |
-$1.28B |
+$2.2B |
AAPL, IVV, NVDA, MSFT, VEA
|
13F-HR |
11/13/2024, 02:59 PM |
Q2 2024 |
3,153 |
$51.6B |
+$4.47B |
-$1.01B |
+$3.45B |
AAPL, IVV, NVDA, MSFT, VEA
|
13F-HR |
8/13/2024, 03:50 PM |
Q1 2024 |
3,106 |
$48.4B |
+$4.69B |
-$908M |
+$3.78B |
IVV, AAPL, MSFT, VEA, NVDA
|
13F-HR |
5/15/2024, 09:44 AM |
Q4 2023 |
3,033 |
$42.2B |
+$2.79B |
-$1.61B |
+$1.18B |
AAPL, IVV, MSFT, VEA, IJH
|
13F-HR |
2/14/2024, 02:10 PM |
Q3 2023 |
3,068 |
$37.3B |
+$1.97B |
-$705M |
+$1.26B |
AAPL, IVV, MSFT, VEA, TSLA
|
13F-HR |
11/13/2023, 04:28 PM |
Q2 2023 |
2,824 |
$37.4B |
+$2B |
-$987M |
+$1.01B |
AAPL, IVV, MSFT, VEA, TSLA
|
13F-HR |
8/11/2023, 02:31 PM |
Q1 2023 |
2,774 |
$34.4B |
+$2.96B |
-$1.1B |
+$1.86B |
AAPL, IVV, VEA, MSFT, SPY
|
13F-HR |
5/12/2023, 06:42 PM |
Q4 2022 |
2,734 |
$31.1B |
+$4.72B |
-$539M |
+$4.18B |
IVV, AAPL, VEA, MSFT, SPY
|
13F-HR |
2/14/2023, 03:45 PM |
Q3 2022 |
2,438 |
$25B |
+$2.99B |
-$507M |
+$2.49B |
IVV, AAPL, VEA, MSFT, IJH
|
13F-HR |
11/10/2022, 02:17 PM |
Q2 2022 |
1,369 |
$24.3B |
+$2.55B |
-$444M |
+$2.11B |
IVV, AAPL, VEA, MSFT, VTV
|
13F-HR |
8/15/2022, 12:20 PM |
Q1 2022 |
1,378 |
$26.5B |
+$4.96B |
-$601M |
+$4.36B |
IVV, AAPL, VEA, MSFT, IJH
|
13F-HR |
5/13/2022, 03:37 PM |
Q4 2021 |
1,148 |
$23.6B |
+$3.24B |
-$220M |
+$3.02B |
IVV, AAPL, VEA, MSFT, IJH
|
13F-HR |
2/14/2022, 03:31 PM |
Q3 2021 |
989 |
$19.2B |
+$3.53B |
-$273M |
+$3.25B |
IVV, AAPL, VEA, MSFT, IEFA
|
13F-HR |
11/15/2021, 03:40 PM |
Q2 2021 |
911 |
$16.1B |
+$1.21B |
-$305M |
+$908M |
IVV, AAPL, MSFT, VEA, IJH
|
13F-HR |
8/24/2021, 03:00 PM |
Q1 2021 |
856 |
$14.3B |
+$1.31B |
-$657M |
+$656M |
IVV, AAPL, MSFT, SPY, VEA
|
13F-HR |
5/7/2021, 02:36 PM |
Q4 2020 |
781 |
$13B |
+$1.73B |
-$391M |
+$1.34B |
IVV, AAPL, MSFT, AGG, SCHG
|
13F-HR |
2/16/2021, 02:14 PM |
Q3 2020 |
712 |
$10.6B |
+$779M |
-$413M |
+$367M |
IVV, AAPL, MSFT, AGG, SPY
|
13F-HR |
11/13/2020, 09:07 AM |
Q2 2020 |
718 |
$9.98B |
+$1.03B |
-$405M |
+$629M |
IVV, AAPL, MSFT, SPY, USMV
|
13F-HR |
8/14/2020, 11:11 AM |
Q1 2020 |
696 |
$7.96B |
+$859M |
-$341M |
+$518M |
IVV, AAPL, SPY, MSFT, USMV
|
13F-HR |
5/14/2020, 10:52 AM |
Q4 2019 |
698 |
$9.63B |
+$820M |
-$107M |
+$713M |
IVV, AAPL, USMV, SPY, EFA
|
13F-HR |
2/13/2020, 04:08 PM |
Q3 2019 |
680 |
$8.36B |
+$640M |
-$356M |
+$285M |
IVV, USMV, EFA, SPY, AAPL
|
13F-HR |
11/13/2019, 11:03 AM |
Q2 2019 |
1,104 |
$8.38B |
+$877M |
-$402M |
+$475M |
IVV, EFA, SPY, USMV, AAPL
|
13F-HR |
8/14/2019, 02:28 PM |
Q1 2019 |
975 |
$6.26B |
+$992M |
-$202M |
+$790M |
IVV, EFA, USMV, SCHX, AAPL
|
13F-HR |
5/15/2019, 11:31 AM |
Q4 2018 |
840 |
$5.56B |
+$2.36B |
-$81M |
+$2.28B |
IVV, EFA, USMV, SCHX, AAPL
|
13F-HR |
2/13/2019, 12:02 PM |
Q3 2018 |
807 |
$3.89B |
+$316M |
-$91M |
+$224M |
IVV, USMV, VEA, SCHG, PRFZ
|
13F-HR |
11/14/2018, 11:53 AM |
Q2 2018 |
786 |
$3.53B |
+$828M |
-$27.2M |
+$801M |
IVV, USMV, VEA, SCHG, PRFZ
|
13F-HR |
8/14/2018, 01:06 PM |
Q1 2018 |
634 |
$2.79B |
+$352M |
-$56.6M |
+$295M |
IVV, USMV, VEA, SCHG, PRFZXXXX
|
13F-HR |
5/15/2018, 04:28 PM |
Q4 2017 |
580 |
$2.58B |
+$402M |
-$107M |
+$295M |
IVV, USMV, VEA, SCHG, PRFZXXXX
|
13F-HR |
2/9/2018, 12:11 PM |
Q3 2017 |
501 |
$2.21B |
+$101M |
-$79.5M |
+$22M |
IVV, USMV, VEA, BIDU, VNQ
|
13F-HR |
11/14/2017, 10:58 AM |
Q2 2017 |
499 |
$2.13B |
+$58.4M |
-$198M |
-$139M |
IVV, USMV, VEA, PG, VNQ
|
13F-HR |
8/11/2017, 01:50 PM |
Q1 2017 |
589 |
$2.29B |
+$160M |
-$109M |
+$50.6M |
IVV, USMV, PG, VEA, VNQ
|
13F-HR |
5/15/2017, 10:51 AM |
Q4 2016 |
566 |
$2.15B |
+$247M |
-$118M |
+$129M |
IVV, USMV, PG, VEA, VNQ
|
13F-HR |
2/14/2017, 11:26 AM |
Q3 2016 |
705 |
$1.92B |
+$272M |
-$93.1M |
+$179M |
IVV, USMV, PG, VNQ, VEA
|
13F-HR |
11/14/2016, 01:27 PM |
Q2 2016 |
545 |
$1.85B |
+$214M |
-$58.8M |
+$155M |
IVV, PG, VNQ, USMV, SPY
|
13F-HR |
8/12/2016, 01:13 PM |
Q1 2016 |
530 |
$1.68B |
+$224M |
-$72.6M |
+$152M |
IVV, PG, VNQ, SPY, EFA
|
13F-HR |
5/13/2016, 12:29 PM |
Q4 2015 |
473 |
$1.56B |
+$208M |
-$763M |
-$555M |
IVV, PG, VNQ, BIDU, EFA
|
13F-HR |
2/12/2016, 04:32 PM |
Q3 2015 |
536 |
$2.25B |
+$511M |
-$160M |
+$351M |
IVV, EFA, PG, IWM, VNQ
|
13F-HR |
11/16/2015, 04:01 PM |
Q2 2015 |
525 |
$2.16B |
+$1.04B |
-$23.4M |
+$1.02B |
IVV, PG, VNQ, EFA, BIDU
|
13F-HR |
8/17/2015, 03:44 PM |
Q1 2015 |
403 |
$1.18B |
+$172M |
-$88.7M |
+$83.7M |
VNQ, IVV, PG, BIDU, EFA
|
13F-HR |
5/15/2015, 02:42 PM |
Q4 2014 |
385 |
$1.11B |
+$248M |
-$32.5M |
+$215M |
VNQ, BIDU, PG, IVV, EFA
|
13F-HR |
2/13/2015, 10:39 AM |
Q3 2014 |
341 |
$888M |
+$64.9M |
-$57M |
+$7.91M |
VNQ, BIDU, IVV, EFA, MWE
|
13F-HR |
11/13/2014, 09:43 AM |
Q2 2014 |
353 |
$902M |
+$156M |
-$45.3M |
+$111M |
VNQ, BIDU, IVV, EFA, MWE
|
13F-HR |
8/21/2014, 03:37 PM |
Q1 2014 |
335 |
$765M |
+$151M |
-$135M |
+$16.2M |
VNQ, EFA, SPY, MWE, IVV
|
13F-HR |
5/8/2014, 02:38 PM |
Q4 2013 |
340 |
$797M |
|
|
|
VNQ, MWE, CGWXXXX, IVV, IGF
|
13F-HR |
2/14/2014, 12:37 PM |