Q4 2024 |
1,208 |
$2.47B |
+$105M |
-$63.7M |
+$41.1M |
IJH, IVV, AAPL, NVDA, MSFT
|
13F-HR |
2/11/2025, 08:41 AM |
Q3 2024 |
1,199 |
$2.43B |
+$61.9M |
-$37.5M |
+$24.4M |
IJH, IVV, AAPL, MSFT, NVDA
|
13F-HR |
10/25/2024, 08:22 AM |
Q2 2024 |
1,274 |
$2.27B |
+$160M |
-$51.8M |
+$108M |
IJH, IVV, AAPL, MSFT, NVDA
|
13F-HR |
8/6/2024, 08:09 AM |
Q1 2024 |
1,224 |
$2.19B |
+$184M |
-$39.8M |
+$144M |
IJH, IVV, MSFT, AAPL, IJR
|
13F-HR |
5/8/2024, 09:08 AM |
Q4 2023 |
1,168 |
$2.01B |
+$56.4M |
-$41.4M |
+$15M |
IJH, IVV, AAPL, MSFT, IJR
|
13F-HR |
1/26/2024, 02:34 PM |
Q3 2023 |
1,174 |
$1.8B |
+$33.7M |
-$32.1M |
+$1.63M |
IJH, IVV, AAPL, MSFT, IJR
|
13F-HR |
10/30/2023, 10:46 AM |
Q2 2023 |
1,223 |
$1.88B |
+$45.1M |
-$46.6M |
-$1.43M |
IJH, IVV, AAPL, MSFT, IJR
|
13F-HR |
8/4/2023, 03:58 PM |
Q1 2023 |
1,157 |
$1.76B |
+$27.9M |
-$40.1M |
-$12.2M |
IJH, IVV, AAPL, MSFT, IJR
|
13F-HR |
5/5/2023, 04:26 PM |
Q4 2022 |
1,142 |
$1.68B |
+$45.5M |
-$48.2M |
-$2.67M |
IJH, IVV, AAPL, MSFT, IJR
|
13F-HR |
2/10/2023, 06:51 AM |
Q3 2022 |
1,057 |
$1.57B |
+$78.5M |
-$38.8M |
+$39.7M |
IJH, IVV, AAPL, MSFT, IJR
|
13F-HR |
11/2/2022, 04:02 PM |
Q2 2022 |
1,072 |
$1.66B |
+$63.4M |
-$33.2M |
+$30.2M |
IJH, IVV, AAPL, MSFT, IJR
|
13F-HR |
7/21/2022, 02:49 PM |
Q1 2022 |
1,074 |
$1.97B |
+$61.1M |
-$41.2M |
+$19.9M |
IJH, IVV, AAPL, MSFT, IJR
|
13F-HR |
5/3/2022, 04:44 PM |
Q4 2021 |
1,154 |
$2.09B |
+$74.2M |
-$21.1M |
+$53M |
IJH, IVV, AAPL, MSFT, IJR
|
13F-HR |
2/11/2022, 11:24 AM |
Q3 2021 |
1,096 |
$1.88B |
+$53.5M |
-$32.6M |
+$20.9M |
IJH, IVV, AAPL, MSFT, IJR
|
13F-HR |
11/5/2021, 03:25 PM |
Q2 2021 |
1,113 |
$1.88B |
+$61.4M |
-$33M |
+$28.5M |
IJH, IVV, AAPL, MSFT, IJR
|
13F-HR |
8/6/2021, 06:20 PM |
Q1 2021 |
971 |
$1.73B |
+$36.8M |
-$43.8M |
-$6.98M |
IJH, IVV, AAPL, MSFT, MDY
|
13F-HR |
5/3/2021, 02:31 PM |
Q4 2020 |
917 |
$1.63B |
+$54M |
-$32.9M |
+$21.1M |
IJH, IVV, AAPL, MSFT, SPY
|
13F-HR |
2/3/2021, 08:03 AM |
Q3 2020 |
849 |
$1.46B |
+$89.5M |
-$28M |
+$61.4M |
IJH, IVV, AAPL, MSFT, SPY
|
13F-HR |
11/9/2020, 10:58 AM |
Q2 2020 |
850 |
$1.33B |
+$61.6M |
-$21.9M |
+$39.7M |
IJH, IVV, AAPL, MSFT, SPY
|
13F-HR |
8/12/2020, 10:56 AM |
Q1 2020 |
836 |
$1.09B |
+$46.4M |
-$25.4M |
+$21M |
IJH, IVV, MSFT, AAPL, SPY
|
13F-HR |
5/1/2020, 12:18 PM |
Q4 2019 |
815 |
$1.38B |
+$32.3M |
-$35.7M |
-$3.41M |
IJH, IVV, SPY, MDY, AAPL
|
13F-HR |
2/6/2020, 12:28 PM |
Q3 2019 |
828 |
$1.28B |
+$44.4M |
-$16.9M |
+$27.5M |
IJH, IVV, SPY, MDY, IJR
|
13F-HR |
11/1/2019, 09:45 AM |
Q2 2019 |
815 |
$1.24B |
+$47.5M |
-$20.3M |
+$27.1M |
IJH, IVV, MDY, SPY, IJR
|
13F-HR |
8/1/2019, 10:50 AM |
Q1 2019 |
760 |
$1.18B |
+$39.1M |
-$34.7M |
+$4.41M |
IJH, IVV, MDY, SPY, IJR
|
13F-HR |
5/6/2019, 09:05 AM |
Q4 2018 |
754 |
$1.04B |
+$43.9M |
-$37.4M |
+$6.48M |
IJH, IVV, SPY, MDY, IJR
|
13F-HR |
2/8/2019, 08:32 AM |
Q3 2018 |
753 |
$1.22B |
+$38.1M |
-$28.3M |
+$9.73M |
IJH, IVV, MDY, SPY, IJR
|
13F-HR |
11/7/2018, 10:26 AM |
Q2 2018 |
747 |
$1.15B |
+$57.6M |
-$44.5M |
+$13.1M |
IJH, MDY, IVV, SPY, IJR
|
13F-HR |
8/3/2018, 12:39 PM |
Q1 2018 |
818 |
$1.13B |
+$82.3M |
-$25.8M |
+$56.5M |
IJH, MDY, SPY, IVV, IJR
|
13F-HR |
5/4/2018, 01:53 PM |
Q4 2017 |
819 |
$1.1B |
+$36.4M |
-$31.7M |
+$4.68M |
IJH, MDY, SPY, IVV, IJR
|
13F-HR |
2/2/2018, 01:08 PM |
Q3 2017 |
790 |
$1.04B |
+$26.3M |
-$20.9M |
+$5.41M |
IJH, MDY, SPY, IVV, IJR
|
13F-HR |
11/3/2017, 01:49 PM |
Q2 2017 |
809 |
$1.02B |
+$26.2M |
-$26.8M |
-$595K |
IJH, MDY, SPY, IVV, IJR
|
13F-HR |
8/11/2017, 07:55 AM |
Q1 2017 |
811 |
$1B |
+$44.2M |
-$31.9M |
+$12.2M |
IJH, MDY, SPY, IVV, IJR
|
Restatement |
5/11/2017, 11:24 AM |
Q4 2016 |
819 |
$963M |
+$28.4M |
-$21.7M |
+$6.76M |
MDY, IJH, SPY, VCSH, IVV
|
13F-HR |
2/6/2017, 11:28 AM |
Q3 2016 |
807 |
$931M |
+$59.1M |
-$12.7M |
+$46.4M |
MDY, SPY, IJH, VCSH, IVV
|
13F-HR |
11/7/2016, 08:40 AM |
Q2 2016 |
873 |
$874M |
+$20.8M |
-$43.8M |
-$23M |
SPY, MDY, IJH, VCSH, IVV
|
13F-HR |
8/9/2016, 03:45 PM |
Q1 2016 |
917 |
$874M |
+$40.7M |
-$27.8M |
+$12.9M |
SPY, MDY, IJH, VCSH, IVV
|
13F-HR |
5/4/2016, 11:31 AM |
Q4 2015 |
890 |
$855M |
+$36.8M |
-$29M |
+$7.85M |
SPY, MDY, VCSH, IJH, IJR
|
13F-HR |
2/3/2016, 01:55 PM |
Q3 2015 |
916 |
$816M |
+$44.4M |
-$27.5M |
+$16.9M |
SPY, MDY, VCSH, IJH, IJR
|
13F-HR |
11/4/2015, 12:56 PM |
Q2 2015 |
927 |
$881M |
+$55.5M |
-$18.6M |
+$36.9M |
SPY, MDY, VCSH, IJH, IJR
|
13F-HR |
8/7/2015, 11:28 AM |
Q1 2015 |
855 |
$861M |
+$66M |
-$28.6M |
+$37.4M |
MDY, SPY, VCSH, IJH, AAPL
|
Restatement |
5/13/2015, 09:41 AM |
Q4 2014 |
783 |
$834M |
+$35.8M |
-$21.2M |
+$14.6M |
SPY, MDY, VCSH, AAPL, IJH
|
13F-HR |
1/30/2015, 01:03 PM |
Q3 2014 |
759 |
$807M |
+$39.8M |
-$15M |
+$24.8M |
SPY, MDY, VCSH, MSFT, AAPL
|
13F-HR |
11/14/2014, 04:17 PM |
Q2 2014 |
768 |
$794M |
+$162M |
-$22.1M |
+$140M |
MDY, SPY, VZ, AAPL, QCOM
|
13F-HR |
8/6/2014, 03:20 PM |
Q1 2014 |
704 |
$639M |
+$47.1M |
-$94.2M |
-$47M |
XOM, QCOM, MSFT, MCD, VZ
|
13F-HR |
5/15/2014, 09:24 AM |
Q4 2013 |
658 |
$709M |
|
|
|
MDY, SPY, XOM, MCD, QCOM
|
Restatement |
2/12/2014, 07:35 AM |