Q4 2024 |
973 |
$2.14B |
+$120M |
-$49.7M |
+$70.4M |
AAPL, SCHG, MSFT, MDYG, SCHV
|
13F-HR |
1/27/2025, 04:21 PM |
Q3 2024 |
968 |
$2.18B |
+$81M |
-$45.8M |
+$35.2M |
AAPL, SCHG, MSFT, FICO, VEA
|
13F-HR |
10/24/2024, 10:01 AM |
Q2 2024 |
970 |
$2B |
+$62.1M |
-$45.2M |
+$16.9M |
SCHG, AAPL, MSFT, VEA, MDYG
|
13F-HR |
8/8/2024, 10:48 AM |
Q1 2024 |
833 |
$2.02B |
+$65.2M |
-$27.6M |
+$37.6M |
SCHG, MSFT, AAPL, VEA, MDYG
|
13F-HR |
4/25/2024, 11:02 AM |
Q4 2023 |
842 |
$1.85B |
+$53.9M |
-$37.3M |
+$16.6M |
AAPL, SCHG, MSFT, VEA, IJS
|
13F-HR |
1/26/2024, 04:30 PM |
Q3 2023 |
978 |
$1.64B |
+$36.7M |
-$18.2M |
+$18.5M |
AAPL, SCHG, MSFT, VEA, SCHF
|
13F-HR |
10/17/2023, 09:48 AM |
Q2 2023 |
939 |
$1.7B |
+$102M |
-$52M |
+$49.5M |
AAPL, SCHG, MSFT, VEA, IJS
|
13F-HR |
8/14/2023, 06:09 PM |
Q1 2023 |
914 |
$1.57B |
+$45.2M |
-$15.9M |
+$29.3M |
AAPL, SCHG, MSFT, IJS, VEA
|
13F-HR |
4/21/2023, 11:59 AM |
Q4 2022 |
927 |
$1.48B |
+$77.1M |
-$37.4M |
+$39.7M |
AAPL, IJS, IJT, SCHG, VEA
|
13F-HR |
2/16/2023, 04:11 PM |
Q3 2022 |
865 |
$1.3B |
+$78.3M |
-$22M |
+$56.3M |
AAPL, IJS, IJT, IVW, MSFT
|
Restatement |
11/14/2022, 06:08 AM |
Q2 2022 |
879 |
$1.34B |
+$57.4M |
-$16.4M |
+$41.1M |
AAPL, IJS, IJT, IVW, MSFT
|
13F-HR |
8/11/2022, 12:09 PM |
Q1 2022 |
918 |
$1.52B |
+$234M |
-$10.7M |
+$223M |
AAPL, IJS, IVW, IJT, MSFT
|
13F-HR |
4/28/2022, 11:48 AM |
Q4 2021 |
321 |
$1.41B |
+$79.6M |
-$39.4M |
+$40.2M |
AAPL, IVW, SYNA, IJS, IJT
|
13F-HR |
2/14/2022, 05:25 AM |
Q3 2021 |
300 |
$1.26B |
+$43.1M |
-$14M |
+$29.1M |
AAPL, IJS, IVW, IJT, MSFT
|
13F-HR |
11/12/2021, 12:01 PM |
Q2 2021 |
294 |
$1.24B |
+$85.5M |
-$41.9M |
+$43.6M |
AAPL, IJS, IVW, IJT, MSFT
|
13F-HR |
8/13/2021, 11:49 AM |
Q1 2021 |
290 |
$1.15B |
+$34.6M |
-$16M |
+$18.6M |
IJS, AAPL, IJT, IVW, MSFT
|
13F-HR |
5/14/2021, 04:42 PM |
Q4 2020 |
277 |
$1.05B |
+$117M |
-$15.4M |
+$102M |
AAPL, IJT, IVW, IJS, MSFT
|
13F-HR |
2/12/2021, 11:41 AM |
Q3 2020 |
268 |
$884M |
+$63.7M |
-$20.3M |
+$43.4M |
AAPL, IVW, MSFT, IJT, IJS
|
13F-HR |
11/13/2020, 06:50 PM |
Q2 2020 |
266 |
$804M |
+$41.8M |
-$16.7M |
+$25.1M |
AAPL, IVW, MSFT, IJS, IJT
|
13F-HR |
8/6/2020, 11:20 AM |
Q1 2020 |
274 |
$664M |
+$28.7M |
-$14.6M |
+$14.1M |
IVW, VEA, AAPL, MSFT, IJS
|
13F-HR |
5/13/2020, 12:00 PM |
Q4 2019 |
296 |
$930M |
+$86M |
-$8.15M |
+$77.9M |
MINT, JPST, NEAR, IJS, VEA
|
13F-HR |
2/14/2020, 10:04 AM |
Q3 2019 |
291 |
$803M |
+$20.7M |
-$31.3M |
-$10.6M |
IJS, VEA, IVW, IJT, DIM
|
13F-HR |
11/7/2019, 04:26 PM |
Q2 2019 |
304 |
$820M |
+$26M |
-$6.3M |
+$19.7M |
IJS, VEA, IVW, IJT, NEAR
|
13F-HR |
8/2/2019, 10:40 AM |
Q1 2019 |
300 |
$775M |
+$41.8M |
-$11.3M |
+$30.5M |
IJS, VEA, IJT, IVW, NEAR
|
13F-HR |
5/9/2019, 05:42 PM |
Q4 2018 |
285 |
$663M |
+$70.4M |
-$34.9M |
+$35.4M |
IJS, NEAR, VEA, IJT, IVW
|
13F-HR |
2/13/2019, 11:27 AM |
Q3 2018 |
299 |
$747M |
+$21.7M |
-$17.3M |
+$4.48M |
NEAR, IJS, IJT, SCHF, IVW
|
13F-HR |
10/16/2018, 05:53 PM |
Q2 2018 |
291 |
$710M |
+$47.4M |
-$10.3M |
+$37.1M |
NEAR, IJS, IJT, SCHF, DIM
|
13F-HR |
8/17/2018, 05:27 PM |
Q1 2018 |
294 |
$705M |
+$21.3M |
-$7.31M |
+$14M |
NEAR, IJS, SCHF, DIM, IJJ
|
13F-HR |
4/25/2018, 04:28 PM |
Q4 2017 |
300 |
$702M |
+$26.1M |
-$8.19M |
+$17.9M |
NEAR, IJS, IJJ, DIM, SCHF
|
13F-HR |
2/14/2018, 04:13 PM |
Q3 2017 |
297 |
$658M |
+$30.1M |
-$12.8M |
+$17.3M |
NEAR, IJS, IJJ, IJT, DIM
|
13F-HR |
11/3/2017, 01:54 PM |
Q2 2017 |
298 |
$630M |
+$50.2M |
-$9.58M |
+$40.6M |
IJS, NEAR, IJJ, IJT, DIM
|
13F-HR |
8/7/2017, 04:34 PM |
Q1 2017 |
298 |
$582M |
+$35.9M |
-$3.43M |
+$32.5M |
IJS, NEAR, IJJ, IJT, IVW
|
13F-HR |
5/9/2017, 10:22 AM |
Q4 2016 |
291 |
$535M |
+$34.3M |
-$4.71M |
+$29.6M |
IJS, NEAR, IJJ, IJT, IVE
|
13F-HR |
1/31/2017, 02:40 PM |
Q3 2016 |
279 |
$489M |
+$17.2M |
-$2.17M |
+$15M |
IJS, NEAR, IJJ, IJT, IVW
|
13F-HR |
10/27/2016, 11:38 AM |
Q2 2016 |
277 |
$461M |
+$25.4M |
-$4.15M |
+$21.2M |
IJS, NEAR, IJJ, IVW, IJT
|
13F-HR |
8/3/2016, 04:00 PM |
Q1 2016 |
282 |
$441M |
+$29.5M |
-$2.38M |
+$27.1M |
IJS, NEAR, IJJ, IVW, IJT
|
13F-HR |
5/6/2016, 06:16 PM |
Q4 2015 |
274 |
$413M |
+$26.7M |
-$4.42M |
+$22.3M |
IJS, IJJ, NEAR, IVW, IJT
|
13F-HR |
2/12/2016, 03:54 PM |
Q3 2015 |
272 |
$387M |
+$19.3M |
-$2.32M |
+$17M |
IJS, IJJ, IVW, IJT, IJK
|
13F-HR |
11/2/2015, 10:16 AM |
Q2 2015 |
271 |
$402M |
+$42.6M |
-$7.21M |
+$35.4M |
IJS, IJJ, IVW, IVE, IJK
|
13F-HR |
7/29/2015, 03:29 PM |
Q1 2015 |
271 |
$382M |
+$15M |
-$2.15M |
+$12.8M |
IJS, IJJ, IVW, IVE, IJK
|
13F-HR |
5/1/2015, 02:01 PM |
Q4 2014 |
267 |
$362M |
+$17.6M |
-$5.5M |
+$12.1M |
IJS, IJJ, IVW, IVE, IWD
|
13F-HR |
2/10/2015, 11:31 AM |
Q3 2014 |
264 |
$339M |
+$12.6M |
-$1.07M |
+$11.6M |
IJS, IJJ, IVW, IVE, IWD
|
13F-HR |
11/12/2014, 02:28 PM |
Q2 2014 |
271 |
$339M |
+$17.6M |
-$1.37M |
+$16.2M |
IJS, IJJ, IVW, IVE, IWD
|
13F-HR |
8/1/2014, 05:16 PM |
Q1 2014 |
266 |
$313M |
+$12.7M |
-$1.66M |
+$11M |
IJS, IJJ, IVW, IVE, IWD
|
13F-HR |
4/28/2014, 10:41 AM |
Q4 2013 |
260 |
$303M |
|
|
|
IJS, IJJ, IVW, IVE, IJT
|
13F-HR |
2/12/2014, 01:03 PM |