Q4 2024 |
1,451 |
$7.08B |
+$489M |
-$330M |
+$159M |
AAPL, VOO, SPY, IVV, NVDA
|
13F-HR |
1/27/2025, 10:30 AM |
Q3 2024 |
1,441 |
$6.93B |
+$592M |
-$241M |
+$351M |
AAPL, VOO, SPY, IVV, MSFT
|
13F-HR |
10/17/2024, 03:18 PM |
Q2 2024 |
1,372 |
$6.25B |
+$450M |
-$208M |
+$243M |
VOO, AAPL, SPY, IVV, MSFT
|
13F-HR |
7/24/2024, 08:37 AM |
Q1 2024 |
1,371 |
$6.03B |
+$608M |
-$293M |
+$315M |
VOO, SPY, AAPL, IVV, MSFT
|
13F-HR |
4/16/2024, 12:38 PM |
Q4 2023 |
1,370 |
$5.36B |
+$557M |
-$303M |
+$255M |
VOO, AAPL, SPY, MSFT, IVV
|
13F-HR |
1/24/2024, 11:22 AM |
Q3 2023 |
1,277 |
$4.64B |
+$534M |
-$109M |
+$424M |
VOO, AAPL, SPY, MSFT, IVV
|
13F-HR |
10/24/2023, 12:45 PM |
Q2 2023 |
1,192 |
$4.41B |
+$597M |
-$106M |
+$491M |
VOO, AAPL, SPY, MSFT, IVV
|
13F-HR |
7/18/2023, 08:21 AM |
Q1 2023 |
1,126 |
$3.75B |
+$240M |
-$551M |
-$311M |
VOO, SPY, AAPL, IVV, IDEV
|
13F-HR |
4/27/2023, 11:25 AM |
Q4 2022 |
1,136 |
$3.95B |
+$376M |
-$192M |
+$185M |
VOO, SPY, AAPL, IDEV, IVV
|
13F-HR |
1/19/2023, 10:31 AM |
Q3 2022 |
1,116 |
$3.57B |
+$307M |
-$388M |
-$81.1M |
VOO, AAPL, SPY, IDEV, IVV
|
13F-HR |
10/24/2022, 01:35 PM |
Q2 2022 |
1,187 |
$3.96B |
+$460M |
-$217M |
+$243M |
AAPL, VOO, SPY, GBIL, BIL
|
13F-HR |
7/22/2022, 01:47 PM |
Q1 2022 |
1,264 |
$4.47B |
+$700M |
-$249M |
+$451M |
AAPL, VOO, SPY, IVV, MSFT
|
13F-HR |
4/26/2022, 09:49 AM |
Q4 2021 |
1,253 |
$4.51B |
+$516M |
-$162M |
+$354M |
AAPL, VOO, SPY, IVV, MSFT
|
13F-HR |
1/14/2022, 07:48 AM |
Q3 2021 |
1,183 |
$3.93B |
+$227M |
-$251M |
-$24.4M |
VOO, SPY, AAPL, AMZN, IVV
|
13F-HR |
10/19/2021, 12:39 PM |
Q2 2021 |
1,189 |
$4.02B |
+$296M |
-$111M |
+$185M |
VOO, SPY, AAPL, AMZN, MSFT
|
13F-HR |
7/19/2021, 02:39 PM |
Q1 2021 |
1,117 |
$3.61B |
+$300M |
-$202M |
+$97.8M |
SPY, VOO, AAPL, AMZN, BND
|
13F-HR |
4/27/2021, 11:47 AM |
Q4 2020 |
1,076 |
$3.37B |
+$204M |
-$174M |
+$30.3M |
AAPL, SPY, VOO, AMZN, BND
|
13F-HR |
1/29/2021, 02:33 PM |
Q3 2020 |
1,018 |
$3.04B |
+$270M |
-$124M |
+$146M |
SPY, AAPL, VOO, AMZN, BND
|
13F-HR |
10/29/2020, 02:38 PM |
Q2 2020 |
995 |
$2.8B |
+$458M |
-$186M |
+$272M |
SPY, VOO, AAPL, BND, AMZN
|
13F-HR |
7/28/2020, 02:58 PM |
Q1 2020 |
918 |
$2.18B |
+$380M |
-$203M |
+$176M |
VOO, SPY, BND, AAPL, GBIL
|
13F-HR |
5/4/2020, 08:18 AM |
Q4 2019 |
980 |
$2.54B |
+$181M |
-$64.1M |
+$117M |
VOO, VXUS, SPY, AAPL, BND
|
13F-HR |
1/29/2020, 12:30 PM |
Q3 2019 |
960 |
$2.31B |
+$120M |
-$115M |
+$4.94M |
VOO, VXUS, GBIL, SPY, BND
|
Restatement |
11/12/2019, 12:47 PM |
Q2 2019 |
954 |
$2.31B |
+$157M |
-$84.3M |
+$73.1M |
GBIL, VOO, VXUS, SPY, BND
|
13F-HR |
8/6/2019, 10:18 AM |
Q1 2019 |
935 |
$2.22B |
+$173M |
-$78.6M |
+$94.7M |
GBIL, VOO, VXUS, SPY, BND
|
13F-HR |
5/7/2019, 08:59 AM |
Q4 2018 |
875 |
$1.94B |
+$301M |
-$208M |
+$93.5M |
GBIL, VOO, VXUS, BND, SPY
|
13F-HR |
2/8/2019, 12:18 PM |
Q3 2018 |
2,814 |
$2.24B |
+$229M |
-$140M |
+$89.2M |
VOO, GBIL, VXUS, SPY, BND
|
13F-HR |
11/2/2018, 09:59 AM |
Q2 2018 |
970 |
$2.24B |
+$186M |
-$181M |
+$4.68M |
VOO, VXUS, SPY, GBIL, VTI
|
13F-HR |
8/13/2018, 03:26 PM |
Q1 2018 |
2,979 |
$2.37B |
+$340M |
-$91M |
+$249M |
VXUS, VOO, SPY, VTI, GBIL
|
13F-HR |
5/10/2018, 08:21 AM |
Q4 2017 |
2,708 |
$2.23B |
+$180M |
-$153M |
+$27.3M |
VXUS, VOO, VTI, SPY, BND
|
13F-HR |
2/9/2018, 06:38 AM |
Q3 2017 |
916 |
$2.12B |
+$275M |
-$119M |
+$156M |
VXUS, VOO, VTI, SPY, BND
|
13F-HR |
11/7/2017, 07:32 AM |
Q2 2017 |
825 |
$1.94B |
+$224M |
-$58.6M |
+$165M |
VXUS, VOO, VTI, SPY, BND
|
13F-HR |
7/31/2017, 09:12 AM |
Q1 2017 |
793 |
$1.77B |
+$271M |
-$59.9M |
+$211M |
VXUS, VOO, VTI, SPY, BND
|
13F-HR |
5/11/2017, 12:21 PM |
Q4 2016 |
719 |
$1.61B |
+$253M |
-$114M |
+$140M |
VOO, VXUS, VXF, BND, SPY
|
13F-HR |
2/2/2017, 08:27 AM |
Q3 2016 |
675 |
$1.48B |
+$221M |
-$77.2M |
+$144M |
VOO, VXUS, VXF, SPY, BND
|
13F-HR |
11/1/2016, 10:54 AM |
Q2 2016 |
622 |
$1.35B |
+$357M |
-$162M |
+$195M |
VOO, VXUS, VXF, SPY, QQQXXXX
|
13F-HR |
8/12/2016, 09:06 AM |
Q1 2016 |
579 |
$1.17B |
+$217M |
-$180M |
+$37.1M |
VXUS, VXF, QQQXXXX, SPY, VTI
|
13F-HR |
5/9/2016, 09:32 AM |
Q4 2015 |
582 |
$1.2B |
+$516M |
-$92.8M |
+$423M |
QQQXXXX, FV, IJH, VBK, SPY
|
13F-HR |
2/16/2016, 01:02 PM |
Q3 2015 |
541 |
$796M |
+$222M |
-$99.9M |
+$122M |
QQQXXXX, PHDGXXXX, IJH, SHY, VBK
|
13F-HR |
10/30/2015, 10:18 AM |
Q2 2015 |
523 |
$779M |
+$136M |
-$133M |
+$3.26M |
QQQXXXX, VBK, IJH, FV, PFF
|
13F-HR |
8/12/2015, 10:43 AM |
Q1 2015 |
620 |
$841M |
+$311M |
-$28.3M |
+$282M |
IJH, QQQXXXX, VBK, FV, PDPXXXX
|
13F-HR |
5/13/2015, 12:18 PM |
Q4 2014 |
507 |
$556M |
+$206M |
-$67.3M |
+$138M |
IJH, AGG, PDPXXXX, VUG, VBK
|
Restatement |
2/9/2015, 02:45 PM |
Q3 2014 |
317 |
$426M |
+$171M |
-$8.62M |
+$162M |
VUG, PDPXXXX, IJH, VBK, VQT
|
13F-HR |
11/6/2014, 07:30 AM |
Q2 2014 |
315 |
$300M |
|
|
|
AAPL, XOM, FSKXXXX, T, JNJ
|
Restatement |
7/17/2014, 03:51 PM |