Q2 2025 |
82 |
$1.09B |
+$351M |
-$427M |
-$75.2M |
VTI, VWO, AEVA, TSM, PM
|
13F-HR |
8/14/2025, 02:30 PM |
Q1 2025 |
79 |
$1.02B |
+$357M |
-$143M |
+$215M |
VTI, NVO, JPM, PGR, MSFT
|
13F-HR |
5/15/2025, 03:56 PM |
Q4 2024 |
85 |
$810M |
+$252M |
-$258M |
-$5.26M |
VTI, NVO, GOOG, VT, ELV
|
13F-HR |
2/13/2025, 05:47 PM |
Q3 2024 |
82 |
$816M |
+$180M |
-$185M |
-$4.47M |
VTI, AMZN, NVO, RBLX, MSFT
|
13F-HR |
11/14/2024, 02:33 PM |
Q2 2024 |
133 |
$790M |
+$192M |
-$309M |
-$117M |
VTI, NVO, BIL, AMZN, ELV
|
13F-HR |
8/14/2024, 02:16 PM |
Q1 2024 |
171 |
$939M |
+$386M |
-$116M |
+$270M |
VTI, BIL, NVO, META, ELV
|
13F-HR |
5/15/2024, 02:14 PM |
Q4 2023 |
122 |
$619M |
+$131M |
-$98.5M |
+$32.7M |
VTI, BIL, VWO, TTE, ELV
|
13F-HR |
2/14/2024, 01:59 PM |
Q3 2023 |
161 |
$879M |
+$430M |
-$90M |
+$340M |
QQQ, VTI, KWEB, VWO, TTE
|
13F-HR |
11/14/2023, 01:58 PM |
Q2 2023 |
172 |
$544M |
+$80.5M |
-$238M |
-$157M |
VTI, VWO, VT, ELV, APO
|
13F-HR |
8/14/2023, 12:26 PM |
Q1 2023 |
152 |
$670M |
+$136M |
-$7.51B |
-$7.37B |
XBI, VTI, KWEB, RBLX, VWO
|
13F-HR |
5/15/2023, 12:14 PM |
Q4 2022 |
153 |
$565M |
+$99M |
-$31.9M |
+$67.1M |
XBI, VTI, ELV, GE, VT
|
13F-HR |
2/14/2023, 01:35 PM |
Q3 2022 |
155 |
$642M |
+$205M |
-$31.9M |
+$173M |
XBI, VTI, ARKK, KWEB, RBLX
|
13F-HR |
11/14/2022, 09:56 AM |
Q2 2022 |
146 |
$553M |
+$194M |
-$60.2M |
+$134M |
VTI, ARKK, ELV, VT, LUMN
|
Restatement |
8/16/2022, 08:52 AM |
Q1 2022 |
126 |
$601M |
+$131M |
-$16.8M |
+$114M |
VTI, GE, NOW, ELV, VT
|
13F-HR |
5/13/2022, 02:28 PM |
Q4 2021 |
115 |
$579M |
+$139M |
-$70.8M |
+$68M |
VTI, GE, VT, ELV, MSFT
|
13F-HR |
2/11/2022, 03:34 PM |
Q3 2021 |
107 |
$585M |
+$142M |
-$176M |
-$33.9M |
VTI, VT, AZN, AMZN, GE
|
13F-HR |
11/12/2021, 02:23 PM |
Q2 2021 |
111 |
$569M |
+$120M |
-$146M |
-$25.8M |
VTI, AZN, MSFT, VT, LUMN
|
13F-HR |
8/13/2021, 11:02 AM |
Q1 2021 |
107 |
$566M |
+$142M |
-$190M |
-$48.7M |
VTI, GEXXXX, JPM, FIS, LUMN
|
13F-HR |
5/14/2021, 03:53 PM |
Q4 2020 |
109 |
$820M |
|
|
|
HYG, VTI, ARKK, NFE, NFE
|
13F-HR |
2/12/2021, 10:46 AM |
Q3 2020 |
23 |
$256M |
|
|
|
QQQ, WUBA, USO, AMZN, FDX
|
13F-HR |
11/12/2020, 10:03 AM |
Q2 2020 |
92 |
$557M |
+$204M |
-$118M |
+$86.4M |
VTI, PGNY, USO, AMZN, MSFT
|
13F-HR |
8/11/2020, 11:22 AM |
Q1 2020 |
85 |
$492M |
+$162M |
-$20.4M |
+$142M |
VTI, DDOG, AMZN, GOOGL, AZN
|
13F-HR |
5/12/2020, 11:31 AM |
Q4 2019 |
79 |
$477M |
+$78.4M |
-$83.4M |
-$4.96M |
VTI, GOOGL, AMZN, AZN, HDB
|
13F-HR |
2/10/2020, 08:50 AM |
Q3 2019 |
81 |
$496M |
+$156M |
-$75.7M |
+$79.9M |
VTI, AMZN, GOOGL, MA, AZN
|
13F-HR |
11/13/2019, 10:04 AM |
Q2 2019 |
70 |
$468M |
+$50.9M |
-$78.6M |
-$27.8M |
VTI, VWO, ELV, VEA, GOOGL
|
13F-HR |
8/8/2019, 10:55 AM |
Q1 2019 |
73 |
$511M |
+$139M |
-$66.1M |
+$72.5M |
VTI, GOOGL, VWO, V, VEA
|
13F-HR |
5/6/2019, 12:28 PM |
Q4 2018 |
73 |
$436M |
+$62M |
-$78.3M |
-$16.3M |
VTI, GOOGL, VWO, AMZN, V
|
13F-HR |
2/7/2019, 08:41 AM |
Q3 2018 |
77 |
$590M |
+$202M |
-$133M |
+$68.5M |
VTI, GOOGL, VEA, VWO, AMZN
|
13F-HR |
11/13/2018, 08:01 AM |
Q2 2018 |
121 |
$636M |
+$90.9M |
-$91M |
-$101K |
VWO, VEA, GOOGL, FOXA, V
|
13F-HR |
8/9/2018, 09:50 AM |
Q1 2018 |
136 |
$701M |
+$112M |
-$71.4M |
+$40.4M |
VWO, VEA, GOOGL, FOXA, META
|
13F-HR |
4/24/2018, 04:06 PM |
Q4 2017 |
240 |
$736M |
+$128M |
-$41.4M |
+$86.3M |
VEA, VWO, GOOGL, FTAIXXXX, BRKB
|
13F-HR |
2/8/2018, 09:39 AM |
Q3 2017 |
222 |
$672M |
+$269M |
-$98.3M |
+$171M |
VEA, VWO, VTI, GOOGL, FTAIXXXX
|
13F-HR |
11/1/2017, 02:15 PM |
Q2 2017 |
422 |
$662M |
+$103M |
-$68.7M |
+$34.3M |
VEA, INTF, IEMG, INCO, EMGF
|
13F-HR |
7/25/2017, 03:53 PM |
Q1 2017 |
489 |
$704M |
+$189M |
-$105M |
+$83.4M |
VEA, INTF, IEMG, BRKB, INCO
|
13F-HR |
5/5/2017, 09:27 AM |
Q4 2016 |
468 |
$635M |
+$254M |
-$124M |
+$130M |
VEA, INTF, IEMG, EMGF, BRKB
|
13F-HR |
1/27/2017, 12:58 PM |
Q3 2016 |
467 |
$666M |
+$141M |
-$49.5M |
+$91.9M |
EFAV, INTF, EFA, EMGF, FTAIXXXX
|
13F-HR |
10/21/2016, 08:22 AM |
Q2 2016 |
441 |
$596M |
+$151M |
-$108M |
+$43M |
EFAV, INTF, EMGF, EFA, VTI
|
13F-HR |
7/22/2016, 11:18 AM |
Q1 2016 |
439 |
$589M |
+$152M |
-$167M |
-$15.1M |
EFAV, AAPL, BRKB, VTI, EEMV
|
13F-HR |
5/2/2016, 09:20 AM |
Q4 2015 |
417 |
$631M |
+$286M |
-$181M |
+$105M |
EFAV, VXUS, EEMV, BRKB, FTAIXXXX
|
13F-HR |
2/4/2016, 09:49 AM |
Q3 2015 |
476 |
$605M |
+$139M |
-$63.7M |
+$75.3M |
VXUS, EEMV, VWO, TSLXXXXX, PXD
|
13F-HR |
10/23/2015, 09:54 AM |
Q2 2015 |
513 |
$710M |
+$126M |
-$123M |
+$2.9M |
VXUS, VWO, EEMV, TSLXXXXX, DGS
|
13F-HR |
7/29/2015, 11:33 AM |
Q1 2015 |
514 |
$798M |
+$167M |
-$48.7M |
+$118M |
VXUS, VWO, PXD, MA, TSLXXXXX
|
13F-HR |
5/14/2015, 11:17 AM |
Q4 2014 |
480 |
$732M |
+$400M |
-$42.4M |
+$357M |
VXUS, VWO, MA, PXD, DGS
|
13F-HR |
2/11/2015, 10:52 AM |
Q3 2014 |
276 |
$476M |
+$150M |
-$29.4M |
+$121M |
VXUS, VWO, EEM, MSFT, DGS
|
13F-HR |
11/5/2014, 03:22 PM |
Q2 2014 |
191 |
$431M |
+$90.5M |
-$48.8M |
+$41.7M |
VXUS, VWO, EEM, DGS, MSFT
|
13F-HR |
8/1/2014, 03:05 PM |
Q1 2014 |
164 |
$416M |
+$146M |
-$30.5M |
+$115M |
VXUS, VWO, EEM, MSFT, VTI
|
13F-HR |
5/9/2014, 11:26 AM |
Q4 2013 |
601 |
$399M |
|
|
|
VWO, VXUS, EEM, VTI, MSFT
|
13F-HR |
1/31/2014, 02:07 PM |