Q4 2024 |
129 |
$958M |
+$75.8M |
-$62.8M |
+$12.9M |
JPST, AVLV, AVUS, VCIT, VTI
|
13F-HR |
1/16/2025, 11:24 AM |
Q3 2024 |
136 |
$949M |
+$159M |
-$54.8M |
+$104M |
JPST, AVLV, DFIC, DIHP, VCIT
|
13F-HR |
10/31/2024, 02:05 PM |
Q2 2024 |
132 |
$806M |
+$194M |
-$59.2M |
+$135M |
JPST, AVLV, DFIC, DIHP, A
|
13F-HR |
8/1/2024, 06:11 PM |
Q1 2024 |
101 |
$666M |
+$77.9M |
-$100M |
-$22.4M |
JPST, AVLV, DFIC, DIHP, VTI
|
13F-HR |
4/30/2024, 03:15 PM |
Q4 2023 |
99 |
$660M |
+$52M |
-$72.9M |
-$20.9M |
WFG, JPST, AVLV, JMST, DIHP
|
13F-HR |
2/5/2024, 05:25 PM |
Q3 2023 |
104 |
$624M |
+$156M |
-$8.19M |
+$148M |
WFG, JPST, VGIT, AVLV, DIHP
|
13F-HR |
10/23/2023, 08:27 PM |
Q2 2023 |
103 |
$499M |
+$92.4M |
-$3.94M |
+$88.5M |
JPST, VGIT, AVLV, AAPL, DIHP
|
13F-HR |
7/24/2023, 01:44 PM |
Q1 2023 |
113 |
$458M |
+$35.6M |
-$3.81M |
+$31.8M |
AVLV, JPST, JMST, DIHP, AAPL
|
13F-HR |
4/12/2023, 09:54 PM |
Q4 2022 |
111 |
$413M |
+$74.1M |
-$30.9M |
+$43.2M |
AVLV, JMST, JPST, DIHP, AAPL
|
13F-HR |
1/27/2023, 06:23 AM |
Q3 2022 |
126 |
$361M |
+$58.5M |
-$4.52M |
+$53.9M |
AVLV, AAPL, JPST, JMST, HPQ
|
13F-HR |
10/28/2022, 06:32 AM |
Q2 2022 |
224 |
$482M |
+$163M |
-$8.9M |
+$154M |
WFG, AVLV, JPST, HPQ, JMST
|
13F-HR |
8/4/2022, 05:53 PM |
Q1 2022 |
239 |
$411M |
+$24.4M |
-$23.9M |
+$483K |
AAPL, HPQ, JMST, JPST, VTI
|
13F-HR |
5/4/2022, 09:38 PM |
Q4 2021 |
243 |
$454M |
+$77.9M |
-$4.84M |
+$73.1M |
JMST, HPQ, AAPL, JPST, A
|
13F-HR |
2/4/2022, 05:41 PM |
Q3 2021 |
239 |
$363M |
+$73.5M |
-$23.2M |
+$50.2M |
AAPL, JPST, A, HPQ, VTI
|
13F-HR |
11/2/2021, 08:53 AM |
Q2 2021 |
229 |
$315M |
+$112M |
-$2.78M |
+$110M |
JPST, AAPL, VTI, PG, META
|
13F-HR |
8/6/2021, 11:17 AM |
Q1 2021 |
154 |
$196M |
$0 |
$0 |
|
JPST, VTI, AAPL, JPM, GOOGL
|
13F-HR |
5/20/2021, 04:41 PM |
Q2 2014 |
97 |
$118M |
+$26M |
-$3.29M |
+$22.7M |
AMJ, CL, RPGXXXX, RPVXXXX, XOM
|
13F-HR |
8/14/2014, 04:16 PM |
Q1 2014 |
93 |
$99.4M |
+$5.3M |
-$1.91M |
+$3.39M |
AMJ, XOM, VTI, JNJ, GOOGLXXXX
|
13F-HR |
5/1/2014, 06:47 AM |
Q4 2013 |
85 |
$97.3M |
|
|
|
AMJ, XOM, VTI, GOOGLXXXX, JNJ
|
13F-HR |
2/21/2014, 11:30 AM |