| Q3 2025 |
145 |
$811M |
+$13.2M |
-$16.5M |
-$3.37M |
IVV, VEA, AAPL, IJR, VWO
|
13F-HR |
10/23/2025, 02:11 PM |
| Q2 2025 |
140 |
$761M |
+$39.4M |
-$15.5M |
+$23.9M |
IVV, VEA, AAPL, IJR, MSFT
|
13F-HR |
7/16/2025, 01:17 PM |
| Q1 2025 |
135 |
$694M |
+$42.3M |
-$9.65M |
+$32.7M |
IVV, VEA, AAPL, IJR, VBK
|
13F-HR |
4/30/2025, 02:59 PM |
| Q4 2024 |
131 |
$681M |
+$23.5M |
-$34.4M |
-$10.9M |
IVV, AAPL, VEA, VBK, IJR
|
13F-HR |
1/27/2025, 02:51 PM |
| Q3 2024 |
127 |
$709M |
+$17.5M |
-$21.1M |
-$3.59M |
IVV, VEA, AAPL, MSFT, VBK
|
13F-HR |
11/5/2024, 01:06 PM |
| Q2 2024 |
122 |
$672M |
+$22.3M |
-$14.9M |
+$7.39M |
IVV, VEA, AAPL, MSFT, VBK
|
13F-HR |
8/7/2024, 12:45 PM |
| Q1 2024 |
120 |
$670M |
+$22.1M |
-$17.1M |
+$4.98M |
IVV, VEA, AAPL, MSFT, IJR
|
13F-HR |
5/9/2024, 03:23 PM |
| Q4 2023 |
116 |
$641M |
+$34.2M |
-$2.37M |
+$31.9M |
IVV, VEA, AAPL, MSFT, IJR
|
13F-HR |
1/17/2024, 02:58 PM |
| Q3 2023 |
74 |
$543M |
+$5.67M |
-$9.35M |
-$3.68M |
IVV, VEA, AAPL, MSFT, IJR
|
13F-HR |
10/25/2023, 03:44 PM |
| Q2 2023 |
104 |
$586M |
+$9.46M |
-$6.37M |
+$3.09M |
IVV, VEA, AAPL, MSFT, IJR
|
13F-HR |
8/1/2023, 01:55 PM |
| Q1 2023 |
102 |
$552M |
+$8.25M |
-$15.9M |
-$7.65M |
IVV, VEA, AAPL, IJR, MSFT
|
13F-HR |
5/3/2023, 03:45 PM |
| Q4 2022 |
94 |
$523M |
+$28.8M |
-$13.5M |
+$15.3M |
IVV, VEA, AAPL, IJR, VWO
|
13F-HR |
1/26/2023, 01:23 PM |
| Q3 2022 |
91 |
$484M |
+$42M |
-$26.9M |
+$15.1M |
IVV, VEA, AAPL, IJR, VWO
|
13F-HR |
10/21/2022, 02:42 PM |
| Q2 2022 |
95 |
$530M |
+$47.1M |
-$10.7M |
+$36.3M |
IVV, VEA, AAPL, IJR, VWO
|
13F-HR |
8/10/2022, 02:05 PM |
| Q1 2022 |
102 |
$608M |
+$25.4M |
-$23.7M |
+$1.62M |
IVV, VEA, AAPL, IJR, IJH
|
13F-HR |
4/28/2022, 01:58 PM |
| Q4 2021 |
111 |
$670M |
+$22.3M |
-$9.26M |
+$13.1M |
VEA, IVV, AAPL, IJR, IJH
|
13F-HR |
1/24/2022, 01:13 PM |
| Q3 2021 |
105 |
$613M |
+$33.4M |
-$20M |
+$13.4M |
VEA, IVV, AAPL, IJR, IJH
|
13F-HR |
10/7/2021, 03:24 PM |
| Q2 2021 |
106 |
$606M |
+$30.7M |
-$18.4M |
+$12.3M |
VEA, IVV, AAPL, IJR, IJH
|
13F-HR |
7/15/2021, 01:34 PM |
| Q1 2021 |
105 |
$562M |
+$9.7M |
-$9.26M |
+$439K |
VEA, IVV, AAPL, IJH, IJR
|
13F-HR |
4/21/2021, 04:43 PM |
| Q4 2020 |
106 |
$538M |
+$25.5M |
-$21.6M |
+$3.92M |
VEA, IVV, AAPL, IJH, IJR
|
13F-HR |
1/20/2021, 10:18 AM |
| Q3 2020 |
102 |
$476M |
+$41.6M |
-$5.02M |
+$36.5M |
VEA, AAPL, IVV, IJH, IJR
|
13F-HR |
10/21/2020, 05:22 PM |
| Q2 2020 |
98 |
$436M |
+$33.5M |
-$50.8M |
-$17.3M |
VEA, IVV, AAPL, IJH, IJR
|
13F-HR |
7/24/2020, 03:31 PM |
| Q1 2020 |
93 |
$377M |
+$48.6M |
-$6.91M |
+$41.6M |
VEA, IVV, IJH, AAPL, VWO
|
13F-HR |
4/14/2020, 02:33 PM |
| Q4 2019 |
93 |
$427M |
+$18.9M |
-$4.94M |
+$14M |
VEA, IJH, AAPL, IJR, IVV
|
13F-HR |
1/21/2020, 12:56 PM |
| Q3 2019 |
83 |
$385M |
+$9.46M |
-$6.92M |
+$2.54M |
VEA, IJH, IJR, IVV, AAPL
|
13F-HR |
11/1/2019, 02:37 PM |
| Q2 2019 |
83 |
$381M |
+$11.4M |
-$4.43M |
+$7.01M |
VEA, IJH, IJR, IVV, AAPL
|
13F-HR |
7/26/2019, 06:32 PM |
| Q1 2019 |
80 |
$360M |
+$13.7M |
-$4.96M |
+$8.74M |
VEA, IJH, IJR, IVV, AAPL
|
13F-HR |
5/1/2019, 02:57 PM |
| Q4 2018 |
76 |
$317M |
+$19.9M |
-$9.2M |
+$10.6M |
VEA, IJH, IJR, IVV, AAPL
|
13F-HR |
1/10/2019, 02:58 PM |
| Q3 2018 |
81 |
$370M |
+$7.67M |
-$3.01M |
+$4.67M |
VEA, AAPL, IJR, IVV, IJH
|
13F-HR |
10/10/2018, 12:55 PM |
| Q2 2018 |
79 |
$343M |
+$10M |
-$12M |
-$1.99M |
VEA, IJR, AAPL, IJH, IVV
|
13F-HR |
7/6/2018, 02:53 PM |
| Q1 2018 |
78 |
$339M |
+$24.7M |
-$24.7M |
+$17.9K |
VEA, IJR, AAPL, IJH, IVV
|
13F-HR |
4/23/2018, 03:05 PM |
| Q4 2017 |
90 |
$343M |
+$18.8M |
-$8.25M |
+$10.5M |
VEA, IJH, IJR, AAPL, IVV
|
13F-HR |
2/8/2018, 09:56 AM |
| Q3 2017 |
90 |
$314M |
+$19.7M |
-$10.7M |
+$9M |
VEA, IJH, IJR, IVV, AAPL
|
13F-HR |
11/9/2017, 02:05 PM |
| Q2 2017 |
85 |
$291M |
+$20.6M |
-$13.6M |
+$6.96M |
IJH, VEA, IVV, AAPL, IJR
|
13F-HR |
8/10/2017, 05:51 PM |
| Q1 2017 |
81 |
$278M |
+$27.8M |
-$13.4M |
+$14.4M |
IJH, AAPL, IJR, IVV, VEA
|
13F-HR |
5/9/2017, 11:16 AM |
| Q4 2016 |
80 |
$256M |
+$19.4M |
-$6.68M |
+$12.7M |
AAPL, IJH, IJR, IVV, VOO
|
13F-HR |
2/6/2017, 01:22 PM |
| Q3 2016 |
78 |
$238M |
+$23.8M |
-$13M |
+$10.8M |
AAPL, IJH, GOOGL, IVV, VEA
|
13F-HR |
11/15/2016, 11:53 AM |
| Q2 2016 |
81 |
$236M |
+$18.4M |
-$166M |
-$148M |
AAPL, IJH, VEA, IVV, AMZN
|
13F-HR |
8/12/2016, 02:48 PM |
| Q1 2016 |
71 |
$409M |
+$35.4M |
-$22.2M |
+$13.2M |
AAPL, GOOGL, AMZN, VZ, GILD
|
13F-HR |
5/10/2016, 01:48 PM |
| Q4 2015 |
79 |
$436M |
+$102M |
-$129M |
-$26.8M |
AAPL, GOOGL, AMZN, PCP, GILD
|
13F-HR |
2/12/2016, 10:23 AM |
| Q3 2015 |
67 |
$447M |
+$123M |
-$37.3M |
+$85.2M |
GOOGL, AMZN, SBUX, GILD, AAPL
|
13F-HR |
11/13/2015, 01:50 PM |
| Q2 2015 |
67 |
$537M |
+$56M |
-$136M |
-$80.1M |
GOOGLXXXX, AMZN, AAPL, SBUX, GILD
|
13F-HR |
8/14/2015, 10:16 AM |
| Q1 2015 |
65 |
$668M |
+$79.8M |
-$196M |
-$117M |
GOOGLXXXX, AAPL, AMZN, SBUX, GILD
|
13F-HR |
5/1/2015, 01:50 PM |
| Q4 2014 |
58 |
$868M |
+$82.5M |
-$14.1M |
+$68.4M |
AAPL, BLK, CELG, GILD, V
|
13F-HR |
2/10/2015, 04:51 PM |
| Q3 2014 |
61 |
$803M |
+$50.4M |
-$44.7M |
+$5.66M |
GILD, AAPL, BLK, VZ, ORCL
|
13F-HR |
11/14/2014, 10:52 AM |
| Q2 2014 |
65 |
$836M |
+$103M |
-$40.2M |
+$63M |
LVS, GILD, BLK, AAPL, PXD
|
13F-HR |
8/14/2014, 02:10 PM |
| Q1 2014 |
70 |
$821M |
+$121M |
-$55.7M |
+$65M |
LVS, DD, BLK, GILD, GOOGLXXXX
|
13F-HR |
5/15/2014, 09:44 AM |
| Q4 2013 |
66 |
$841M |
|
|
|
LVS, AAPL, CELG, GILD, GOOGLXXXX
|
13F-HR |
2/18/2014, 10:26 AM |