Q3 2024 |
1,369 |
$588M |
+$41.4M |
-$14.1M |
+$27.2M |
IVV, IMTB, AAPL, IEFA, CGCP
|
13F-HR |
10/11/2024, 12:27 PM |
Q2 2024 |
1,346 |
$535M |
+$37.3M |
-$18.6M |
+$18.6M |
IVV, IMTB, AAPL, IEFA, CGCP
|
13F-HR |
7/24/2024, 08:07 AM |
Q1 2024 |
1,236 |
$517M |
+$44.6M |
-$50.4M |
-$5.75M |
IVV, IMTB, IEFA, AAPL, IJR
|
13F-HR |
5/2/2024, 09:39 AM |
Q4 2023 |
1,249 |
$501M |
+$43.5M |
-$30.5M |
+$13M |
IVV, IMTB, AAPL, IEFA, MSFT
|
13F-HR |
2/13/2024, 07:43 AM |
Q3 2023 |
1,226 |
$450M |
+$84.8M |
-$55.2M |
+$29.6M |
IVV, IMTB, AAPL, IEFA, IBTH
|
13F-HR |
10/24/2023, 10:44 AM |
Q2 2023 |
873 |
$352M |
+$6.7M |
-$1.13M |
+$5.57M |
IVV, IEFA, IMTB, IBTH, IJR
|
13F-HR |
7/25/2023, 04:00 PM |
Q1 2023 |
997 |
$379M |
+$2.75M |
-$3.04M |
-$291K |
IVV, IEFA, IMTB, IBTH, IJR
|
13F-HR |
4/18/2023, 12:42 PM |
Q4 2022 |
1,182 |
$414M |
+$60.6M |
-$33.1M |
+$27.5M |
IVV, AAPL, IEFA, IMTB, IBTH
|
13F-HR |
2/14/2023, 03:03 PM |
Q3 2022 |
1,143 |
$384M |
+$32.4M |
-$14.2M |
+$18.2M |
IVV, AAPL, IEFA, IJR, MSFT
|
13F-HR |
10/20/2022, 09:58 AM |
Q2 2022 |
1,117 |
$387M |
+$55.4M |
-$28.6M |
+$26.8M |
IVV, AAPL, IEFA, MSFT, IJR
|
13F-HR |
7/26/2022, 09:11 AM |
Q1 2022 |
1,168 |
$433M |
+$78.8M |
-$32.4M |
+$46.4M |
IVV, AAPL, MSFT, MBB, RPG
|
13F-HR |
5/3/2022, 03:08 PM |
Q4 2021 |
1,137 |
$416M |
+$52.8M |
-$28.1M |
+$24.8M |
IVV, AAPL, RPG, MBB, RPV
|
13F-HR |
2/14/2022, 11:01 AM |
Q3 2021 |
1,118 |
$374M |
+$40.1M |
-$34.5M |
+$5.61M |
IVV, MBB, RPG, AAPL, RPV
|
13F-HR |
11/16/2021, 08:47 AM |
Q2 2021 |
1,130 |
$376M |
+$39.5M |
-$22.9M |
+$16.5M |
IVV, MBB, RPG, AAPL, RPV
|
13F-HR |
8/16/2021, 05:24 PM |
Q1 2021 |
1,109 |
$341M |
+$38.3M |
-$22.2M |
+$16.1M |
MBB, RPG, IVV, AAPL, RPV
|
13F-HR |
5/17/2021, 11:31 AM |
Q4 2020 |
1,039 |
$314M |
+$36.6M |
-$42M |
-$5.42M |
MBB, RPG, AAPL, IVV, RPV
|
13F-HR |
2/16/2021, 03:42 PM |
Q3 2020 |
1,099 |
$292M |
+$59.3M |
-$23.7M |
+$35.6M |
RPG, AAPL, IVV, MBB, RPV
|
13F-HR |
11/10/2020, 08:51 AM |
Q2 2020 |
1,002 |
$252M |
|
|
|
RPG, AAPL, RPV, IVV, PBP
|
New Holdings |
9/11/2020, 09:19 AM |
Q2 2020 |
1,002 |
$252M |
+$52.7M |
-$38.9M |
+$13.8M |
RPG, AAPL, RPV, IVV, PBP
|
13F-HR |
8/14/2020, 02:50 PM |
Q1 2020 |
1,056 |
$206M |
+$39.6M |
-$20.8M |
+$18.9M |
RPG, RPV, PGF, PBP, IVV
|
13F-HR |
5/15/2020, 02:34 PM |
Q4 2019 |
1,033 |
$247M |
+$37.1M |
-$18.1M |
+$18.9M |
RPG, RPV, TFC, PGF, ACWI
|
13F-HR |
1/23/2020, 02:33 PM |
Q3 2019 |
1,016 |
$242M |
+$41.4M |
-$45.6M |
-$4.17M |
RPG, RPV, BBT, PGF, ACWI
|
13F-HR |
10/29/2019, 11:05 AM |
Q2 2019 |
985 |
$249M |
+$21.6M |
-$13.7M |
+$7.91M |
RPG, USMV, PBP, RPV, EEMV
|
13F-HR |
8/1/2019, 03:25 PM |
Q1 2019 |
1,163 |
$237M |
+$40M |
-$22.3M |
+$17.7M |
RPG, PBP, USMV, RPV, EEMV
|
13F-HR |
5/9/2019, 05:01 PM |
Q4 2018 |
1,183 |
$202M |
|
|
|
RPG, PGF, RPV, ACWI, BBT
|
13F-HR |
2/11/2019, 11:22 AM |