Q4 2024 |
2,267 |
$3.57B |
+$102M |
-$104M |
-$1.97M |
SPY, IVV, AAPL, MSFT, IJH
|
13F-HR |
2/3/2025, 04:57 PM |
Q3 2024 |
2,304 |
$3.6B |
+$174M |
-$71.5M |
+$102M |
IVV, SPY, AAPL, MSFT, IJH
|
13F-HR |
11/8/2024, 05:29 PM |
Q2 2024 |
2,279 |
$3.29B |
+$102M |
-$62.4M |
+$39.2M |
IVV, SPY, AAPL, MSFT, IJH
|
13F-HR |
7/19/2024, 12:14 PM |
Q1 2024 |
2,268 |
$3.23B |
+$260M |
-$201M |
+$59M |
IVV, SPY, MSFT, IJH, AAPL
|
13F-HR |
4/26/2024, 08:35 AM |
Q4 2023 |
2,351 |
$3.02B |
+$92.8M |
-$105M |
-$12.3M |
IVV, SPY, AAPL, MSFT, IJH
|
13F-HR |
2/6/2024, 08:12 AM |
Q3 2023 |
2,376 |
$2.76B |
+$95.2M |
-$99M |
-$3.79M |
SPY, IVV, AAPL, MSFT, IJH
|
13F-HR |
10/27/2023, 08:32 AM |
Q2 2023 |
2,434 |
$2.89B |
+$117M |
-$137M |
-$20.1M |
SPY, IVV, MSFT, AAPL, IJH
|
13F-HR |
8/3/2023, 01:39 PM |
Q1 2023 |
2,450 |
$2.8B |
+$192M |
-$194M |
-$1.67M |
SPY, IVV, AAPL, MSFT, IJH
|
13F-HR |
5/15/2023, 01:34 PM |
Q4 2022 |
2,444 |
$2.71B |
+$201M |
-$217M |
-$16.8M |
SPY, IVV, AAPL, IJH, MSFT
|
13F-HR |
2/10/2023, 03:58 PM |
Q3 2022 |
1,828 |
$2.45B |
+$78.9M |
-$167M |
-$88.4M |
SPY, IVV, AAPL, MSFT, IJH
|
13F-HR |
11/9/2022, 04:22 PM |
Q2 2022 |
1,930 |
$2.74B |
+$1.25B |
-$48.6M |
+$1.2B |
SPY, IVV, AAPL, MSFT, IJH
|
13F-HR |
8/1/2022, 06:03 PM |
Q1 2022 |
1,447 |
$1.82B |
+$23.9M |
-$1.23B |
-$1.21B |
AAPL, MSFT, SPY, IWF, IWD
|
13F-HR |
5/10/2022, 10:48 AM |
Q4 2021 |
1,810 |
$3.27B |
+$155M |
-$103M |
+$52.5M |
SPY, AAPL, IVV, MSFT, IJH
|
13F-HR |
2/9/2022, 11:07 AM |
Q3 2021 |
2,010 |
$3.03B |
+$1.24B |
-$26.2M |
+$1.21B |
SPY, AAPL, IVV, MSFT, IJH
|
Restatement |
11/12/2021, 07:51 PM |
Q2 2021 |
1,843 |
$1.82B |
+$127M |
-$77.8M |
+$48.9M |
SPY, VOO, IJH, SPSB, AAPL
|
13F-HR |
8/9/2021, 09:54 AM |
Q1 2021 |
1,750 |
$1.69B |
+$159M |
-$31.9M |
+$127M |
SPY, VOO, IJH, AAPL, VUG
|
13F-HR |
5/11/2021, 03:04 PM |
Q4 2020 |
1,284 |
$1.48B |
+$49.4M |
-$39.1M |
+$10.2M |
SPY, AAPL, IJH, VOO, VO
|
13F-HR |
2/10/2021, 08:58 PM |
Q3 2020 |
1,256 |
$1.31B |
+$57.2M |
-$28.5M |
+$28.7M |
SPY, AAPL, IJH, VOO, VUG
|
13F-HR |
11/12/2020, 12:40 PM |
Q2 2020 |
1,248 |
$1.26B |
+$53.6M |
-$24.7M |
+$28.9M |
SPY, AAPL, IJH, VOO, VO
|
13F-HR |
7/31/2020, 09:41 AM |
Q1 2020 |
1,193 |
$1.05B |
+$109M |
-$97M |
+$11.6M |
SPY, IJH, AGG, SPSB, AAPL
|
13F-HR |
5/5/2020, 09:32 AM |
Q4 2019 |
1,333 |
$1.35B |
+$35.1M |
-$33.6M |
+$1.46M |
SPY, RSP, IJH, SPSB, AAPL
|
13F-HR |
1/6/2020, 09:03 PM |
Q3 2019 |
1,348 |
$1.27B |
+$46.7M |
-$65.1M |
-$18.5M |
SPY, RSP, IJH, SPSB, VO
|
13F-HR |
10/23/2019, 11:04 AM |
Q2 2019 |
1,372 |
$1.28B |
+$47.7M |
-$31.6M |
+$16.1M |
SPY, RSP, IJH, EFA, SPSB
|
13F-HR |
8/5/2019, 05:28 PM |
Q1 2019 |
1,379 |
$1.24B |
+$91.7M |
-$83.7M |
+$7.92M |
SPY, RSP, IJH, EFA, SPSB
|
13F-HR |
4/26/2019, 09:47 AM |
Q4 2018 |
1,347 |
$1.11B |
+$108M |
-$85.7M |
+$22.2M |
SPY, RSP, EFA, SPSB, IJH
|
13F-HR |
2/11/2019, 01:52 PM |
Q3 2018 |
1,371 |
$1.27B |
+$60.9M |
-$17.8M |
+$43.1M |
RSP, SPY, EFA, IJH, VO
|
Restatement |
11/8/2018, 09:09 AM |
Q2 2018 |
1,364 |
$1.17B |
+$248M |
-$55M |
+$193M |
RSP, SPY, EFA, IJH, VO
|
13F-HR |
8/6/2018, 05:42 PM |
Q1 2018 |
1,265 |
$1.01B |
+$94.7M |
-$47.3M |
+$47.5M |
AGG, RSPXXXX, SPY, EFA, VO
|
13F-HR |
5/2/2018, 11:56 AM |
Q4 2017 |
1,291 |
$1.05B |
+$52.1M |
-$24.8M |
+$27.3M |
RSPXXXX, SPY, AGG, EFA, VO
|
13F-HR |
1/25/2018, 08:43 AM |
Q3 2017 |
1,265 |
$966M |
+$53M |
-$24.7M |
+$28.3M |
RSPXXXX, EFA, AGG, SPY, VO
|
13F-HR |
11/9/2017, 01:31 PM |
Q2 2017 |
1,239 |
$914M |
+$76.8M |
-$47.5M |
+$29.3M |
RSPXXXX, AGG, EFA, SPY, VO
|
13F-HR |
8/14/2017, 05:25 PM |
Q1 2017 |
1,327 |
$873M |
|
|
|
RSPXXXX, AGG, SPY, EFA, VO
|
13F-HR |
5/2/2017, 02:46 PM |
Q4 2016 |
1,075 |
$726M |
|
|
|
RSPXXXX, AGG, EFA, SPY, VO
|
13F-HR |
2/13/2017, 08:51 AM |
Q3 2016 |
1,261 |
$775M |
+$132M |
-$88.4M |
+$43.7M |
RSPXXXX, AGG, EFA, SPY, VO
|
13F-HR |
10/28/2016, 01:51 PM |
Q2 2016 |
1,191 |
$713M |
+$22.6M |
-$193M |
-$170M |
RSPXXXX, EFA, VUG, VNQ, VEA
|
13F-HR |
7/29/2016, 04:00 PM |
Q1 2016 |
1,222 |
$889M |
+$389M |
-$50.9M |
+$338M |
RSPXXXX, VEA, VUG, AGG, SPY
|
13F-HR |
5/9/2016, 03:34 PM |
Q4 2015 |
1,186 |
$561M |
+$35.6M |
-$115M |
-$79.6M |
EFA, SHY, FRI, JPM, INTC
|
13F-HR |
2/5/2016, 04:49 PM |
Q3 2015 |
1,320 |
$647M |
+$64.7M |
-$42.7M |
+$22M |
RSPXXXX, SHY, FRI, VEU, VUG
|
13F-HR |
11/6/2015, 02:54 PM |
Q2 2015 |
1,330 |
$670M |
+$110M |
-$82.8M |
+$27.2M |
SHY, RSPXXXX, FRI, JPM, AAPL
|
Restatement |
8/3/2015, 01:03 PM |
Q1 2015 |
1,410 |
$684M |
+$88.3M |
-$30.2M |
+$58.1M |
FRI, XOM, RSPXXXX, TLT, PG
|
13F-HR |
5/4/2015, 03:16 PM |
Q4 2014 |
1,393 |
$642M |
+$50.9M |
-$47M |
+$3.86M |
FRI, XOM, PG, TLT, IEF
|
13F-HR |
2/5/2015, 10:34 AM |
Q3 2014 |
1,395 |
$639M |
+$21.8M |
-$52.5M |
-$30.8M |
FRI, PG, XOM, FXH, TLT
|
Restatement |
11/13/2014, 04:21 PM |
Q2 2014 |
1,331 |
$687M |
+$148M |
-$121M |
+$26.7M |
FTGC, FRI, XOM, PG, FXH
|
13F-HR |
8/7/2014, 09:22 AM |
Q1 2014 |
1,263 |
$706M |
+$203M |
-$169M |
+$33.7M |
IWM, IVV, UWM, SSO, XOM
|
13F-HR |
5/1/2014, 06:56 PM |
Q4 2013 |
1,111 |
$533M |
+$465M |
-$102M |
+$362M |
SHY, IEI, UST, XOM, PG
|
13F-HR |
2/7/2014, 01:41 PM |
Q2 2013 |
891 |
$96.1M |
+$12.1M |
-$1.34M |
+$10.7M |
UWM, SSO, RSPXXXX, CVX, JNJ
|
13F-HR |
2/25/2014, 01:39 PM |
Q1 2013 |
814 |
$105M |
+$52.9M |
-$16.5M |
+$36.4M |
UWM, SSO, RSPXXXX, JNKXXXX, HYG
|
13F-HR |
2/25/2014, 01:53 PM |
Q4 2012 |
809 |
$132M |
+$52.1M |
-$2.34M |
+$49.8M |
IJH, IEI, UST, MVV, RSPXXXX
|
13F-HR |
2/25/2014, 02:07 PM |
Q3 2012 |
805 |
$116M |
+$74M |
-$18.1M |
+$55.9M |
IJH, IWM, UWM, MVV, RSPXXXX
|
13F-HR |
2/25/2014, 02:09 PM |
Q2 2012 |
821 |
$106M |
+$48M |
-$24.8M |
+$23.3M |
IEI, SHY, UST, RSPXXXX, EFA
|
13F-HR |
2/25/2014, 02:11 PM |
Q1 2012 |
943 |
$103M |
|
|
|
IJJ, IVV, MVV, EFA, RSPXXXX
|
13F-HR |
2/25/2014, 02:13 PM |