Q1 2019 |
372 |
$621M |
+$38.5M |
-$26.8M |
+$11.7M |
VTI, VEA, BND, MSFT, MATX
|
13F-HR |
4/26/2019, 03:31 PM |
Q4 2018 |
319 |
$557M |
+$46.7M |
-$29.5M |
+$17.2M |
VTI, VEA, BND, MSFT, JPM
|
13F-HR |
2/1/2019, 02:31 PM |
Q3 2018 |
362 |
$644M |
+$19.3M |
-$31.3M |
-$12M |
VTI, VEA, BND, MSFT, AAPL
|
13F-HR |
10/30/2018, 04:09 PM |
Q2 2018 |
351 |
$631M |
+$15.6M |
-$25.9M |
-$10.3M |
VTI, VEA, BND, MSFT, JPM
|
13F-HR |
7/16/2018, 10:42 AM |
Q1 2018 |
360 |
$643M |
+$29.8M |
-$26.5M |
+$3.33M |
VTI, VEA, BND, MSFT, JPM
|
13F-HR |
4/17/2018, 03:38 PM |
Q4 2017 |
347 |
$660M |
+$15.6M |
-$15.7M |
-$75K |
VTI, VEA, BND, MSFT, JPM
|
13F-HR |
2/13/2018, 11:33 AM |
Q3 2017 |
357 |
$658M |
+$7.11M |
-$18.3M |
-$11.2M |
VTI, VEA, BND, MSFT, JNJ
|
13F-HR |
10/23/2017, 04:32 PM |
Q2 2017 |
353 |
$655M |
+$27.1M |
-$21.3M |
+$5.76M |
VTI, VEA, BND, MSFT, JNJ
|
13F-HR |
7/26/2017, 04:37 PM |
Q1 2017 |
339 |
$640M |
+$30.8M |
-$40.8M |
-$9.96M |
VTI, VEA, BND, MSFT, JNJ
|
13F-HR |
4/18/2017, 04:13 PM |
Q4 2016 |
335 |
$658M |
+$29.1M |
-$23.9M |
+$5.23M |
VTI, VEA, BND, MSFT, XOM
|
13F-HR |
1/12/2017, 04:44 PM |
Q3 2016 |
317 |
$650M |
+$275M |
-$568M |
-$293M |
VTI, VEA, BND, XOM, MSFT
|
13F-HR |
10/14/2016, 05:00 PM |
Q2 2016 |
635 |
$1.32B |
+$92.3M |
-$35.1M |
+$57.2M |
XOM, JNJ, GEXXXX, MSFT, HD
|
13F-HR |
8/10/2016, 04:50 PM |
Q1 2016 |
621 |
$1.24B |
+$129M |
-$38.9M |
+$90.5M |
MSFT, XOM, GEXXXX, HD, JNJ
|
13F-HR |
5/17/2016, 08:39 PM |
Q4 2015 |
642 |
$1.18B |
+$115M |
-$19.1M |
+$95.4M |
MSFT, GEXXXX, XOM, JNJ, AAPL
|
13F-HR |
3/9/2016, 02:14 PM |
Q3 2015 |
725 |
$1.2B |
+$600M |
-$4.2M |
+$596M |
XOM, AAPL, MSFT, GEXXXX, JNJ
|
13F-HR |
10/22/2015, 02:46 PM |
Q2 2015 |
421 |
$666M |
+$24.3M |
-$23.4M |
+$967K |
XOM, JNJ, AAPL, MSFT, GEXXXX
|
13F-HR |
8/6/2015, 04:59 PM |
Q1 2015 |
421 |
$686M |
+$293M |
-$1.55M |
+$291M |
XOM, JNJ, AAPL, GEXXXX, MSFT
|
13F-HR |
5/13/2015, 12:54 PM |
Q4 2014 |
331 |
$723M |
+$15.6M |
-$32.8M |
-$17.2M |
VTI, VEA, BND, USIG, XOM
|
13F-HR |
2/5/2015, 04:58 PM |
Q3 2014 |
335 |
$727M |
+$33.2M |
-$26.2M |
+$6.96M |
VTI, VEA, BND, USIG, VWO
|
13F-HR |
11/6/2014, 04:46 PM |
Q2 2014 |
320 |
$733M |
+$18.7M |
-$95.9M |
-$77.1M |
VTI, VEA, BND, USIG, XOM
|
13F-HR |
7/11/2014, 03:38 PM |
Q1 2014 |
326 |
$814M |
+$34.3M |
-$41.9M |
-$7.57M |
VTI, BND, VEA, BSV, SHMXXXX
|
13F-HR |
4/15/2014, 10:41 AM |
Q4 2013 |
313 |
$824M |
|
|
|
VTI, BND, VEA, BSV, SHMXXXX
|
13F-HR |
1/13/2014, 10:36 AM |