Q1 2025 |
191 |
$474M |
+$25.3M |
-$15.5M |
+$9.81M |
FLRN, VCSH, MDY, SCHF, VOO
|
13F-HR |
4/15/2025, 01:09 PM |
Q4 2024 |
189 |
$472M |
+$73.9M |
-$12.3M |
+$61.6M |
FLRN, MDY, AAPL, VCSH, VOO
|
13F-HR |
1/22/2025, 04:21 PM |
Q3 2024 |
195 |
$467M |
+$7.68M |
-$27.3M |
-$19.7M |
FLRN, MDY, VCSH, AAPL, VOO
|
13F-HR |
10/3/2024, 10:32 AM |
Q2 2024 |
197 |
$460M |
+$7.17M |
-$7.55M |
-$382K |
FLRN, VCSH, MDY, AAPL, VOO
|
13F-HR |
7/3/2024, 12:36 PM |
Q1 2024 |
188 |
$463M |
+$7.41M |
-$10.5M |
-$3.04M |
FLRN, VCSH, MDY, SCHF, SCHM
|
13F-HR |
4/9/2024, 12:38 PM |
Q4 2023 |
189 |
$441M |
+$10.1M |
-$10.3M |
-$158K |
VCSH, FLRN, MDY, SCHF, AAPL
|
13F-HR |
1/8/2024, 12:40 PM |
Q3 2023 |
181 |
$404M |
+$5.69M |
-$5.47M |
+$227K |
VCSH, FLRN, MDY, SCHF, AAPL
|
13F-HR |
10/10/2023, 10:17 AM |
Q2 2023 |
178 |
$417M |
+$4.57M |
-$10.3M |
-$5.73M |
VCSH, MDY, FLRN, AAPL, SCHF
|
13F-HR |
7/5/2023, 11:23 AM |
Q1 2023 |
176 |
$408M |
+$4.74M |
-$9.25M |
-$4.51M |
VCSH, FLRN, MDY, SCHF, AAPL
|
13F-HR |
5/12/2023, 11:58 AM |
Q4 2022 |
173 |
$397M |
+$5.13M |
-$25.1M |
-$20M |
VCSH, FLRN, MDY, SCHF, SCHM
|
13F-HR |
1/19/2023, 08:26 AM |
Q3 2022 |
174 |
$402M |
+$8.12M |
-$5.4M |
+$2.72M |
VCSH, FLRN, MDY, AAPL, SCHM
|
13F-HR |
10/5/2022, 01:13 PM |
Q2 2022 |
180 |
$429M |
+$6.17M |
-$44.3M |
-$38.1M |
VCSH, FLRN, MDY, AAPL, SCHF
|
13F-HR |
8/4/2022, 01:39 PM |
Q1 2022 |
202 |
$541M |
+$30.6M |
-$2.94M |
+$27.6M |
VCSH, MDY, FLRN, AAPL, SCHF
|
13F-HR |
4/18/2022, 02:48 PM |
Q4 2021 |
205 |
$558M |
+$13.8M |
-$5.74M |
+$8.07M |
VCSH, MDY, FLRN, AAPL, SCHF
|
13F-HR |
1/19/2022, 02:19 PM |
Q3 2021 |
199 |
$530M |
+$11.5M |
-$6.64M |
+$4.84M |
VCSH, FLRN, MDY, SCHF, AAPL
|
13F-HR |
10/6/2021, 10:34 AM |
Q2 2021 |
196 |
$532M |
+$14.7M |
-$3.32M |
+$11.4M |
VCSH, FLRN, MDY, SCHF, AAPL
|
13F-HR |
7/9/2021, 02:26 PM |
Q1 2021 |
186 |
$501M |
+$17.7M |
-$14.6M |
+$3.04M |
VCSH, FLRN, MDY, SCHF, VCIT
|
13F-HR |
4/5/2021, 11:33 AM |
Q4 2020 |
177 |
$473M |
+$27.9M |
-$5.27M |
+$22.7M |
VCSH, FLRN, MDY, AAPL, VCIT
|
13F-HR |
1/14/2021, 09:13 AM |
Q3 2020 |
168 |
$413M |
+$28.2M |
-$3.55M |
+$24.7M |
VCSH, FLRN, VCIT, AAPL, MDY
|
13F-HR |
10/2/2020, 03:22 PM |
Q2 2020 |
162 |
$385M |
+$23.8M |
-$7.07M |
+$16.7M |
VCSH, FLRN, VCIT, MDY, AAPL
|
13F-HR |
7/10/2020, 02:16 PM |
Q1 2020 |
154 |
$330M |
+$6.74M |
-$9.65M |
-$2.9M |
VCSH, FLRN, VCIT, MDY, MUB
|
13F-HR |
4/20/2020, 02:45 PM |
Q4 2019 |
178 |
$419M |
+$15.4M |
-$3.02M |
+$12.3M |
VCSH, FLRN, MDY, VCIT, AAPL
|
13F-HR |
1/10/2020, 10:32 AM |
Q3 2019 |
171 |
$389M |
+$15M |
-$3.49M |
+$11.5M |
VCSH, FLRN, MDY, VCIT, MUB
|
13F-HR |
10/18/2019, 04:23 PM |
Q2 2019 |
173 |
$381M |
+$17.6M |
-$6.52M |
+$11.1M |
VCSH, MDY, VCIT, FLRN, SCHF
|
13F-HR |
7/9/2019, 01:10 PM |
Q1 2019 |
169 |
$362M |
+$7.95M |
-$5.53M |
+$2.42M |
VCSH, MDY, VCIT, FLRN, SCHM
|
13F-HR |
4/10/2019, 09:34 AM |
Q4 2018 |
165 |
$329M |
+$4.27M |
-$5.99M |
-$1.72M |
VCSH, MDY, VCIT, FLRN, IGSB
|
Restatement |
1/9/2019, 11:30 AM |
Q3 2018 |
173 |
$383M |
+$15.1M |
-$4.99M |
+$10.1M |
VCSH, MDY, VCIT, AAPL, SCHF
|
13F-HR |
10/10/2018, 10:21 AM |
Q2 2018 |
164 |
$362M |
+$16.4M |
-$6.78M |
+$9.61M |
VCSH, MDY, VCIT, IGSB, SCHF
|
13F-HR |
7/6/2018, 12:17 PM |
Q1 2018 |
163 |
$354M |
+$178M |
|
+$178M |
VCSH, MDY, VCIT, IGSB, MUB
|
13F-HR |
4/10/2018, 09:30 AM |
Q4 2017 |
163 |
$181M |
+$3.3M |
-$175M |
-$172M |
VCSH, VCIT, MDY, IGSB, MUB
|
13F-HR |
1/8/2018, 11:45 AM |
Q3 2017 |
161 |
$345M |
+$176M |
|
+$176M |
VCSH, MDY, VCIT, IGSB, MUB
|
13F-HR |
10/3/2017, 11:21 AM |
Q2 2017 |
162 |
$166M |
+$6.11M |
-$2.77M |
+$3.33M |
VCSH, MDY, VCIT, IGSB, SUB
|
13F-HR |
7/7/2017, 09:52 AM |
Q1 2017 |
169 |
$163M |
+$3.39M |
-$2.7M |
+$691K |
VCSH, MDY, VCIT, IGSB, SUB
|
13F-HR |
4/5/2017, 02:46 PM |
Q4 2016 |
166 |
$159M |
+$1.34M |
-$155M |
-$154M |
VCSH, MDY, VCIT, IGSB, SUB
|
13F-HR |
1/10/2017, 08:48 AM |
Q3 2016 |
163 |
$312M |
+$21.3M |
-$3.13M |
+$18.1M |
VCSH, MDY, IGSB, VCIT, MUB
|
13F-HR |
10/5/2016, 12:15 PM |
Q2 2016 |
157 |
$299M |
+$6.37M |
-$6.16M |
+$216K |
VCSH, MDY, IGSB, VCIT, SUB
|
13F-HR |
7/7/2016, 11:04 AM |
Q1 2016 |
158 |
$298M |
+$23.3M |
-$9.72M |
+$13.5M |
VCSH, MDY, IGSB, SUB, VCIT
|
13F-HR |
4/5/2016, 02:26 PM |
Q4 2015 |
155 |
$292M |
+$153M |
|
+$153M |
VCSH, MDY, IGSB, SUB, MUB
|
13F-HR |
1/7/2016, 10:44 AM |
Q3 2015 |
153 |
$138M |
+$5.76M |
-$4.05M |
+$1.71M |
VCSH, MDY, IGSB, SUB, AAPL
|
13F-HR |
10/6/2015, 02:53 PM |
Q2 2015 |
164 |
$150M |
+$8.56M |
-$4.48M |
+$4.08M |
VCSH, MDY, IGSB, SUB, AAPL
|
13F-HR |
7/14/2015, 10:10 AM |
Q1 2015 |
161 |
$148M |
+$23.9M |
-$4.45M |
+$19.5M |
VCSH, MDY, IGSB, AAPL, SUB
|
13F-HR |
4/16/2015, 02:53 PM |
Q4 2014 |
147 |
$130M |
+$10.1M |
-$4.05M |
+$6.02M |
MDY, VCSH, IGSB, VBK, TIP
|
13F-HR |
1/23/2015, 10:39 AM |
Q3 2014 |
137 |
$127M |
+$5.12M |
-$4.53M |
+$589K |
MDY, VCSH, IGSB, VBK, TIP
|
13F-HR |
10/21/2014, 02:05 PM |
Q2 2014 |
135 |
$131M |
+$9.56M |
-$2.26M |
+$7.3M |
MDY, VCSH, HYS, IGSB, VBK
|
13F-HR |
7/25/2014, 11:02 AM |
Q1 2014 |
126 |
$123M |
|
|
|
MDY, VCSH, HYS, IGSB, VBK
|
13F-HR |
5/15/2014, 08:51 AM |