| Q3 2025 |
441 |
$4,956,522,329 |
+$64,696,700 |
-$338,460,680 |
-$273,763,980 |
IWB, IJH, IWM, USMV, VWO
|
13F-HR |
12 Nov 2025, 11:48 |
| Q2 2025 |
449 |
$4,950,722,812 |
+$77,207,727 |
-$360,174,799 |
-$282,967,072 |
IWB, IJH, IWM, VWO, USMV
|
13F-HR |
31 Jul 2025, 09:10 |
| Q1 2025 |
420 |
$4,883,264,841 |
+$400,699,230 |
-$104,884,555 |
+$295,814,675 |
IJH, IWB, USMV, IWM, VWO
|
13F-HR |
29 Apr 2025, 10:48 |
| Q4 2024 |
517 |
$4,693,383,510 |
+$346,956,844 |
-$56,153,164 |
+$290,803,680 |
IWB, IJH, IWM, USMV, VWO
|
13F-HR |
31 Jan 2025, 10:43 |
| Q3 2024 |
541 |
$4,438,620,480 |
+$108,900,295 |
-$287,968,367 |
-$179,068,072 |
IWB, IJH, IWM, USMV, VWO
|
13F-HR |
30 Oct 2024, 09:32 |
| Q2 2024 |
399 |
$4,331,444,922 |
+$193,605,749 |
-$49,790,622 |
+$143,815,127 |
IWB, IJH, IWM, USMV, VWO
|
13F-HR |
25 Jul 2024, 15:43 |
| Q1 2024 |
392 |
$4,152,731,827 |
+$593,075,536 |
-$66,982,946 |
+$526,092,590 |
IWB, IJH, IWM, USMV, VWO
|
13F-HR |
24 Apr 2024, 09:24 |
| Q4 2023 |
356 |
$3,722,147,307 |
+$106,466,111 |
-$316,024,712 |
-$209,558,601 |
IJH, IWB, USMV, IWM, VWO
|
13F-HR |
14 Feb 2024, 11:16 |
| Q3 2023 |
457 |
$3,578,551,226 |
+$1,073,220,936 |
-$791,928,680 |
+$281,292,256 |
IJH, IWB, IWM, USMV, VWO
|
13F-HR |
09 Nov 2023, 15:33 |
| Q2 2023 |
340 |
$3,446,042,439 |
+$116,320,195 |
-$86,063,718 |
+$30,256,477 |
IJH, IWB, IWM, IJR, VNQ
|
13F-HR |
08 Aug 2023, 15:46 |
| Q1 2023 |
322 |
$3,278,136,891 |
+$169,939,790 |
-$48,248,117 |
+$121,691,673 |
IJH, IWB, IWM, IJR, VO
|
13F-HR |
12 May 2023, 15:45 |
| Q4 2022 |
319 |
$3,080,291,596 |
+$277,618,520 |
-$46,769,185 |
+$230,849,335 |
IJH, IWB, IWM, IJR, VO
|
Restatement |
13 Feb 2023, 13:25 |
| Q3 2022 |
332 |
$2,653,549,000 |
+$473,329,405 |
-$65,183,190 |
+$408,146,215 |
IJH, IWB, IWM, IJR, VNQ
|
13F-HR |
08 Nov 2022, 14:37 |
| Q2 2022 |
340 |
$2,392,970,000 |
+$504,938,540 |
-$49,316,253 |
+$455,622,287 |
IJH, IWB, IWM, IJR, VNQ
|
13F-HR |
09 Aug 2022, 14:56 |
| Q1 2022 |
395 |
$2,324,274,000 |
+$353,517,547 |
-$42,356,126 |
+$311,161,421 |
IJH, IWB, IWM, IJR, VO
|
13F-HR |
10 May 2022, 14:47 |
| Q4 2021 |
387 |
$2,160,963,000 |
+$124,345,288 |
-$40,001,049 |
+$84,344,239 |
IJH, IWB, IWM, IJR, VO
|
13F-HR |
10 Feb 2022, 11:19 |
| Q3 2021 |
401 |
$1,989,452,000 |
+$56,601,159 |
-$46,858,850 |
+$9,742,309 |
IJH, IWB, IWM, IJR, VO
|
13F-HR |
09 Nov 2021, 15:23 |
| Q2 2021 |
382 |
$2,016,813,000 |
+$189,218,789 |
-$84,898,318 |
+$104,320,471 |
IJH, IWB, IWM, IJR, VO
|
13F-HR |
06 Aug 2021, 15:22 |
| Q1 2021 |
345 |
$1,797,714,000 |
+$108,787,260 |
-$243,140,963 |
-$134,353,703 |
IJH, IWB, IWM, IJR, VO
|
13F-HR |
10 May 2021, 16:08 |
| Q4 2020 |
342 |
$1,783,154,582 |
+$110,398,975 |
-$361,147,610 |
-$250,748,635 |
IJH, IWB, IWM, IJR, VO
|
13F-HR |
05 Feb 2021, 10:07 |
| Q3 2020 |
283 |
$1,773,096,000 |
+$71,876,736 |
-$292,033,160 |
-$220,156,424 |
IJH, IWB, IWM, IJR, VO
|
13F-HR |
05 Nov 2020, 14:06 |
| Q2 2020 |
269 |
$1,938,792,000 |
+$123,424,675 |
-$567,641,306 |
-$444,216,631 |
IJH, IWB, IWM, IJR, VO
|
13F-HR |
10 Aug 2020, 11:13 |
| Q1 2020 |
222 |
$2,000,417,000 |
+$298,091,313 |
-$449,240,695 |
-$151,149,382 |
IJH, IWB, IWM, IJR, VO
|
13F-HR |
12 May 2020, 16:46 |
| Q4 2019 |
298 |
$3,114,030,000 |
+$155,478,438 |
-$132,089,135 |
+$23,389,303 |
IWM, IJH, IWB, VB, VO
|
13F-HR |
06 Feb 2020, 13:37 |
| Q3 2019 |
416 |
$2,974,369,000 |
+$248,006,793 |
-$155,587,736 |
+$92,419,057 |
IJH, IWM, IWB, VB, VO
|
13F-HR |
05 Nov 2019, 15:33 |
| Q2 2019 |
411 |
$3,033,298,000 |
+$348,864,749 |
-$70,224,711 |
+$278,640,038 |
IJH, IWM, IWB, VB, VO
|
13F-HR |
08 Aug 2019, 15:50 |
| Q1 2019 |
390 |
$2,867,640,000 |
+$195,304,066 |
-$184,577,406 |
+$10,726,660 |
IWM, IJH, IWB, VB, VNQ
|
13F-HR |
08 May 2019, 12:47 |
| Q4 2018 |
411 |
$2,680,163,000 |
+$446,079,315 |
-$156,044,471 |
+$290,034,844 |
IWM, IJH, IWB, VB, VO
|
13F-HR |
07 Feb 2019, 13:37 |
| Q3 2018 |
443 |
$3,046,805,000 |
+$244,996,819 |
-$95,914,616 |
+$149,082,203 |
IJH, IWM, IWB, VB, VO
|
13F-HR |
08 Nov 2018, 10:38 |
| Q2 2018 |
489 |
$2,833,424,000 |
+$218,529,032 |
-$148,338,442 |
+$70,190,590 |
IWM, IJH, IWB, VB, VO
|
13F-HR |
07 Aug 2018, 15:09 |
| Q1 2018 |
475 |
$2,775,983,664 |
+$344,953,526 |
-$91,064,971 |
+$253,888,555 |
IWM, IJH, IWB, VB, VO
|
13F-HR |
18 May 2018, 13:38 |
| Q4 2017 |
418 |
$2,700,777,000 |
+$467,373,377 |
-$59,937,721 |
+$407,435,656 |
IWM, IWB, IJH, VB, VO
|
13F-HR |
07 Feb 2018, 16:31 |
| Q3 2017 |
371 |
$2,280,742,000 |
+$252,094,395 |
-$253,995,616 |
-$1,901,221 |
IWB, IWM, VB, IJH, VO
|
13F-HR |
08 Nov 2017, 13:30 |
| Q2 2017 |
492 |
$2,333,904,428 |
+$565,206,607 |
-$174,798,920 |
+$390,407,687 |
BSV, IWB, IWM, VB, IJH
|
13F-HR |
02 Aug 2017, 15:04 |
| Q1 2017 |
484 |
$2,011,752,000 |
+$534,956,605 |
-$71,357,094 |
+$463,599,511 |
BSV, IWB, VB, IWM, VO
|
13F-HR |
09 May 2017, 11:10 |
| Q4 2016 |
383 |
$1,556,910,003 |
+$791,579,353 |
-$64,817,198 |
+$726,762,155 |
BSV, VO, VB, IWB, IWM
|
13F-HR |
08 Feb 2017, 10:36 |
| Q3 2016 |
375 |
$898,184,000 |
+$531,927,297 |
-$88,044,476 |
+$443,882,821 |
VO, IWM, VB, VV, IWB
|
Restatement |
14 Nov 2016, 15:28 |
| Q2 2016 |
393 |
$540,693,002 |
+$180,332,510 |
-$134,608,330 |
+$45,724,180 |
ULTA, NVDA, T, VZ, WM
|
13F-HR |
10 Aug 2016, 14:23 |
| Q1 2016 |
479 |
$593,673,003 |
+$154,455,972 |
-$119,276,860 |
+$35,179,112 |
DAL, MSFT, GILD, ULTA, TAP
|
13F-HR |
11 May 2016, 13:28 |
| Q4 2015 |
540 |
$690,030,203 |
+$198,626,202 |
-$149,651,930 |
+$48,974,272 |
DAL, MSFT, GILD, ULTA, AAPL
|
13F-HR |
10 Feb 2016, 14:32 |
| Q3 2015 |
541 |
$744,883,216 |
+$296,156,234 |
-$140,562,555 |
+$155,593,679 |
AAPL, VRX, PSA, ORLY, AZO
|
13F-HR |
12 Nov 2015, 11:16 |
| Q2 2015 |
465 |
$856,899,038 |
+$369,317,710 |
-$196,172,334 |
+$173,145,376 |
VRX, MDLZ, YUM, ALNY, AAPL
|
13F-HR |
12 Aug 2015, 10:54 |
| Q1 2015 |
435 |
$871,774,103 |
+$413,960,363 |
-$157,366,837 |
+$256,593,526 |
ALNY, FCX, DAL, ENDPQ, S
|
13F-HR |
15 May 2015, 16:14 |
| Q4 2014 |
489 |
$851,946,119 |
+$416,434,388 |
-$134,280,992 |
+$282,153,396 |
GPC, F113PS, KEY, FLEX, VRX
|
13F-HR |
10 Feb 2015, 09:56 |
| Q3 2014 |
416 |
$773,596,443 |
+$466,733,775 |
-$70,015,203 |
+$396,718,572 |
COH, FAST, SYMC, GEXXXX, SYF
|
13F-HR |
13 Nov 2014, 10:24 |
| Q2 2014 |
338 |
$612,923,000 |
+$386,276,030 |
-$42,521,126 |
+$343,754,904 |
GEXXXX, PSX, LLY, ADT, DKS
|
13F-HR |
12 Aug 2014, 16:18 |
| Q1 2014 |
311 |
$441,569,051 |
+$226,981,380 |
-$12,671,091 |
+$214,310,289 |
COH, LLY, GEXXXX, ADM, TDC
|
13F-HR |
12 May 2014, 13:17 |
| Q4 2013 |
256 |
$307,223,000 |
|
|
$0 |
COH, MSFT, AKAM, SYMC, CLR
|
13F-HR |
13 Feb 2014, 16:11 |