Q4 2024 |
94 |
$692M |
+$13.9M |
-$15.6M |
-$1.71M |
VEA, MSFT, TJX, AAPL, IJR
|
13F-HR |
1/15/2025, 03:30 PM |
Q3 2024 |
99 |
$718M |
+$36.8M |
-$4.9M |
+$31.9M |
VEA, MSFT, LIN, TJX, IJR
|
13F-HR |
10/22/2024, 05:10 PM |
Q2 2024 |
87 |
$654M |
+$32.3M |
-$15.5M |
+$16.8M |
VEA, MSFT, LIN, TJX, IJR
|
13F-HR |
7/22/2024, 02:59 PM |
Q1 2024 |
83 |
$637M |
+$6.87M |
-$2.89M |
+$3.98M |
VEA, MSFT, LIN, IJR, TJX
|
13F-HR |
4/19/2024, 03:13 PM |
Q4 2023 |
81 |
$593M |
+$6.64M |
-$22.7M |
-$16.1M |
VEA, MSFT, IJR, LIN, TJX
|
13F-HR |
1/25/2024, 08:52 AM |
Q3 2023 |
82 |
$550M |
+$11.1M |
-$5.36M |
+$5.78M |
VEA, MSFT, TJX, LIN, IJR
|
13F-HR |
10/30/2023, 01:34 PM |
Q2 2023 |
80 |
$557M |
+$37.3M |
-$5.16M |
+$32.1M |
VEA, MSFT, TJX, IJR, LIN
|
13F-HR |
7/19/2023, 01:52 PM |
Q1 2023 |
81 |
$499M |
+$55.2M |
-$2.46M |
+$52.8M |
MSFT, IJR, TJX, LIN, VEA
|
13F-HR |
4/14/2023, 03:03 PM |
Q4 2022 |
76 |
$462M |
+$18.3M |
-$1.82M |
+$16.5M |
TJX, IJR, MSFT, LINXXXX, WRB
|
13F-HR |
1/25/2023, 03:03 PM |
Q3 2022 |
79 |
$423M |
+$10.2M |
-$2.06M |
+$8.12M |
IJR, MSFT, TJX, LINXXXX, JNJ
|
13F-HR |
10/18/2022, 03:23 PM |
Q2 2022 |
82 |
$490M |
+$27.2M |
-$15.8M |
+$11.5M |
VEA, MSFT, IJR, JNJ, LINXXXX
|
13F-HR |
7/13/2022, 11:15 AM |
Q1 2022 |
72 |
$578M |
+$18.2M |
-$20.4M |
-$2.19M |
VEA, MSFT, IJR, AAPL, LINXXXX
|
13F-HR |
4/21/2022, 11:18 AM |
Q4 2021 |
74 |
$640M |
+$24.6M |
-$3.21M |
+$21.4M |
VEA, MSFT, IJR, AAPL, HD
|
13F-HR |
1/25/2022, 03:02 PM |
Q3 2021 |
75 |
$601M |
+$37.4M |
-$11.2M |
+$26.2M |
VEA, IJR, MSFT, MDT, AAPL
|
13F-HR |
10/20/2021, 12:05 PM |
Q2 2021 |
67 |
$583M |
+$18.7M |
-$13.8M |
+$4.95M |
VEA, IJR, MSFT, MDT, TJX
|
13F-HR |
7/15/2021, 05:40 PM |
Q1 2021 |
65 |
$540M |
+$43.7M |
-$33.2M |
+$10.6M |
VEA, IJR, MSFT, MDT, TJX
|
13F-HR |
4/16/2021, 03:44 PM |
Q4 2020 |
64 |
$512M |
+$35.5M |
-$2.39M |
+$33.2M |
VEA, MSFT, AAPL, V, IJR
|
13F-HR |
1/12/2021, 04:26 PM |
Q3 2020 |
63 |
$432M |
+$20.3M |
-$4.22M |
+$16.1M |
VEA, MSFT, AAPL, V, HD
|
13F-HR |
10/16/2020, 02:00 PM |
Q2 2020 |
52 |
$404M |
+$12.6M |
-$17.2M |
-$4.63M |
VEA, MSFT, V, AMZN, AAPL
|
13F-HR |
7/17/2020, 06:04 AM |
Q1 2020 |
47 |
$347M |
+$11.4M |
-$8.2M |
+$3.2M |
VEA, MSFT, AMT, V, MDT
|
13F-HR |
4/15/2020, 03:37 PM |
Q4 2019 |
61 |
$471M |
+$25.1M |
-$1.63M |
+$23.5M |
VEA, MSFT, MDT, IJR, HD
|
13F-HR |
2/5/2020, 02:52 PM |
Q3 2019 |
58 |
$413M |
+$12.4M |
-$10.9M |
+$1.53M |
VEA, HD, MSFT, MDT, IJR
|
13F-HR |
11/13/2019, 01:33 PM |
Q2 2019 |
56 |
$405M |
+$12.8M |
-$592K |
+$12.2M |
VEA, MSFT, AMT, HD, IJR
|
13F-HR |
8/12/2019, 05:35 PM |
Q1 2019 |
54 |
$383M |
+$16.6M |
-$7.99M |
+$8.59M |
VEA, AMT, MSFT, IJR, HD
|
13F-HR |
5/13/2019, 04:32 PM |
Q4 2018 |
51 |
$334M |
+$16M |
-$13.6M |
+$2.4M |
VEA, IJR, HD, MSFT, AMGN
|
13F-HR |
2/4/2019, 02:29 PM |
Q3 2018 |
57 |
$419M |
+$4.1M |
-$2.12M |
+$1.99M |
VEA, MSFT, IJR, HD, VFC
|
13F-HR |
10/15/2018, 05:10 PM |
Q2 2018 |
56 |
$391M |
+$7.19M |
-$442K |
+$6.75M |
VEA, MSFT, IJR, HD, TXN
|
13F-HR |
8/3/2018, 10:02 AM |
Q1 2018 |
58 |
$378M |
+$4.4M |
-$2.09M |
+$2.31M |
VEA, MSFT, IJR, MMM, HD
|
13F-HR |
5/8/2018, 02:26 PM |
Q4 2017 |
59 |
$389M |
+$6.65M |
-$7.86M |
-$1.22M |
VEA, MMM, IJR, MSFT, HD
|
13F-HR |
2/6/2018, 02:14 PM |
Q3 2017 |
61 |
$377M |
+$13M |
-$1.94M |
+$11M |
VEA, MSFT, IJR, MMM, AMGN
|
13F-HR |
11/14/2017, 01:30 PM |
Q2 2017 |
60 |
$360M |
+$13.8M |
-$6.2M |
+$7.61M |
VEA, MSFT, IJR, MMM, AMGN
|
13F-HR |
7/24/2017, 03:18 PM |
Q1 2017 |
60 |
$351M |
+$22.1M |
-$4.15M |
+$18M |
VEA, MSFT, IJR, MMM, HD
|
13F-HR |
5/12/2017, 04:04 PM |
Q4 2016 |
57 |
$322M |
+$32.9M |
-$10.1M |
+$22.9M |
VEA, MSFT, IJR, MMM, KR
|
13F-HR |
2/15/2017, 08:34 AM |
Q3 2016 |
57 |
$304M |
+$11.8M |
-$2.76M |
+$9.04M |
HON, MSFT, VEA, MMM, MDT
|
13F-HR |
10/21/2016, 03:14 PM |
Q2 2016 |
61 |
$320M |
+$12.5M |
-$580K |
+$11.9M |
HON, VEA, MSFT, KR, CVS
|
13F-HR |
8/2/2016, 06:25 PM |
Q1 2016 |
59 |
$306M |
+$17.6M |
-$1.02M |
+$16.6M |
HON, MSFT, VEA, CVS, KR
|
13F-HR |
5/5/2016, 04:16 PM |
Q4 2015 |
60 |
$291M |
+$21.8M |
-$22.8M |
-$1.06M |
KR, MSFT, HON, VEA, CVS
|
13F-HR |
1/22/2016, 10:16 AM |
Q3 2015 |
57 |
$278M |
+$13.7M |
-$3.28M |
+$10.4M |
EFA, CVS, KR, HON, MSFT
|
13F-HR |
10/26/2015, 03:08 PM |
Q2 2015 |
56 |
$312M |
+$2.16M |
-$5.03M |
-$2.87M |
EFA, CVS, HON, KR, MSFT
|
13F-HR |
7/20/2015, 10:58 AM |
Q1 2015 |
57 |
$320M |
+$30.9M |
-$511K |
+$30.4M |
EFA, CVS, KR, HON, MMM
|
13F-HR |
4/15/2015, 03:07 PM |
Q4 2014 |
107 |
$312M |
+$11.1M |
-$8.73M |
+$2.34M |
CVS, EFA, HON, MSFT, UNP
|
13F-HR |
1/29/2015, 02:42 PM |
Q3 2014 |
111 |
$296M |
+$3.38M |
-$1.57M |
+$1.82M |
EFA, DIS, CVS, HON, MSFT
|
13F-HR |
10/28/2014, 05:00 PM |
Q2 2014 |
108 |
$293M |
+$13.5M |
-$1.22M |
+$12.3M |
EFA, DIS, HON, CVS, GLD
|
13F-HR |
7/30/2014, 04:55 PM |
Q1 2014 |
121 |
$284M |
+$19.3M |
-$3.26M |
+$16.1M |
EFA, DIS, HON, CVS, UTX
|
13F-HR |
5/14/2014, 02:39 PM |
Q4 2013 |
89 |
$274M |
|
|
|
EFA, DIS, HON, CVS, VFC
|
13F-HR |
2/7/2014, 04:12 PM |