Q4 2024 |
93 |
$480M |
+$15.4M |
-$18.8M |
-$3.42M |
RJF, IVV, QQQ, VIS, PG
|
13F-HR |
2/4/2025, 07:27 PM |
Q3 2024 |
95 |
$445M |
+$17.6M |
-$14.3M |
+$3.25M |
RJF, IVV, QQQ, PG, VIS
|
13F-HR |
10/18/2024, 04:41 PM |
Q2 2024 |
104 |
$429M |
+$23.6M |
-$10.6M |
+$13.1M |
RJF, IVV, QQQ, PG, VIS
|
13F-HR |
8/1/2024, 02:36 PM |
Q1 2024 |
105 |
$421M |
$0 |
$0 |
|
RJF, IVV, QQQ, PG, VTI
|
New Holdings |
8/1/2024, 02:35 PM |
Q1 2024 |
105 |
$421M |
+$29.4M |
-$28.2M |
+$1.18M |
RJF, IVV, QQQ, PG, VTI
|
13F-HR |
4/22/2024, 04:47 PM |
Q4 2023 |
88 |
$379M |
+$6.36M |
-$22.1M |
-$15.8M |
RJF, IVV, QQQ, PG, VTI
|
13F-HR |
2/7/2024, 04:44 PM |
Q3 2023 |
93 |
$356M |
+$1.57M |
-$7.29M |
-$5.72M |
RJF, IVV, QQQ, PG, VXF
|
13F-HR |
11/7/2023, 04:21 PM |
Q2 2023 |
90 |
$376M |
+$27.7M |
-$18.5M |
+$9.17M |
RJF, IVV, QQQ, PG, VXF
|
13F-HR |
8/7/2023, 03:42 PM |
Q1 2023 |
100 |
$349M |
+$6.66M |
-$1.69M |
+$4.97M |
RJF, IVV, QQQ, PG, VXF
|
13F-HR |
5/10/2023, 09:55 AM |
Q4 2022 |
98 |
$347M |
+$3.75M |
-$13.1M |
-$9.34M |
RJF, IVV, QQQ, PG, VXF
|
13F-HR |
2/13/2023, 04:11 PM |
Q3 2022 |
100 |
$333M |
+$15.6M |
-$24.3M |
-$8.71M |
RJF, IVV, QQQ, PG, VRIG
|
13F-HR |
10/27/2022, 07:51 PM |
Q2 2022 |
108 |
$352M |
+$5.94M |
-$11.3M |
-$5.34M |
RJF, IVV, VRIG, QQQ, PG
|
13F-HR |
7/28/2022, 04:13 PM |
Q1 2022 |
119 |
$431M |
+$52.1M |
-$2.25M |
+$49.8M |
RJF, IVV, VRIG, QQQ, PG
|
13F-HR |
4/28/2022, 01:06 PM |
Q4 2021 |
121 |
$392M |
+$12.4M |
-$5.96M |
+$6.45M |
RJF, IVV, VRIG, PG, VXF
|
13F-HR |
2/7/2022, 02:48 PM |
Q3 2021 |
127 |
$362M |
+$63.6M |
-$13.3M |
+$50.3M |
RJF, IVV, VRIG, PG, VXF
|
13F-HR |
10/28/2021, 12:35 PM |
Q2 2021 |
131 |
$345M |
+$23.2M |
-$43M |
-$19.7M |
RJF, IVV, VRIG, PG, VXF
|
13F-HR |
8/11/2021, 01:35 PM |
Q1 2021 |
139 |
$332M |
+$45.3M |
-$16.4M |
+$28.9M |
RJF, IVV, QQQ, PG, VXF
|
13F-HR |
5/10/2021, 12:31 PM |
Q4 2020 |
110 |
$272M |
+$13.2M |
-$17.2M |
-$4M |
RJF, IVV, QQQ, PG, VXF
|
13F-HR |
1/25/2021, 12:07 PM |
Q3 2020 |
107 |
$236M |
+$13.6M |
-$23.5M |
-$9.88M |
RJF, IVV, QQQ, PG, VXF
|
13F-HR |
11/4/2020, 12:24 PM |
Q2 2020 |
102 |
$233M |
+$21.4M |
-$13.6M |
+$7.8M |
RJF, IVV, QQQ, PG, VXF
|
13F-HR |
8/6/2020, 06:57 PM |
Q1 2020 |
98 |
$197M |
+$4.04M |
-$5.16M |
-$1.12M |
RJF, IVV, QQQ, VXF, PG
|
13F-HR |
5/4/2020, 07:15 PM |
Q4 2019 |
100 |
$260M |
+$2.94M |
-$6.65M |
-$3.71M |
RJF, IVV, VXF, QQQ, PG
|
13F-HR |
2/13/2020, 06:27 PM |
Q3 2019 |
95 |
$243M |
+$4.54M |
-$4.1M |
+$440K |
RJF, IVV, VXF, QQQ, PG
|
13F-HR |
11/14/2019, 10:55 AM |
Q2 2019 |
93 |
$245M |
+$4.13M |
-$1.94M |
+$2.19M |
RJF, IVV, VXF, QQQ, PG
|
13F-HR |
8/14/2019, 03:57 PM |
Q1 2019 |
95 |
$234M |
+$7.4M |
-$5.17M |
+$2.24M |
RJF, IVV, VXF, QQQ, PG
|
13F-HR |
5/1/2019, 03:15 PM |
Q4 2018 |
90 |
$209M |
+$21.1M |
-$4.7M |
+$16.4M |
RJF, IVV, VXF, QQQ, PG
|
13F-HR |
2/6/2019, 03:33 PM |
Q3 2018 |
90 |
$234M |
+$13.9M |
-$15M |
-$1.06M |
RJF, IVV, VXF, PG, VOO
|
13F-HR |
10/31/2018, 05:09 PM |
Q2 2018 |
81 |
$237M |
+$17.4M |
-$4.31M |
+$13.1M |
RJF, IVV, VXF, VEU, QQQ
|
13F-HR |
8/10/2018, 12:34 PM |
Q1 2018 |
80 |
$245M |
+$16.2M |
-$12.1M |
+$4.11M |
RJF, IVV, VEU, VXF, QQQXXXX
|
13F-HR |
5/4/2018, 06:31 PM |
Q4 2017 |
83 |
$247M |
+$4.07M |
-$6.66M |
-$2.59M |
RJF, IVV, VXF, SDY, SPLVXXXX
|
13F-HR |
2/9/2018, 03:25 PM |
Q3 2017 |
83 |
$240M |
+$4.07M |
-$2.09M |
+$1.97M |
RJF, IVV, VXF, SDY, SPLVXXXX
|
13F-HR |
11/7/2017, 12:40 PM |
Q2 2017 |
225 |
$248M |
+$26.4M |
-$14.4M |
+$12M |
RJF, IVV, VXF, SDY, IJH
|
13F-HR |
8/11/2017, 01:27 PM |
Q1 2017 |
271 |
$231M |
+$33.7M |
-$9.1M |
+$24.6M |
RJF, IVV, SDY, IJH, IJR
|
13F-HR |
5/12/2017, 04:51 PM |
Q4 2016 |
64 |
$200M |
+$23M |
-$2.31M |
+$20.7M |
RJF, SDY, IVV, IJR, IJH
|
13F-HR |
2/2/2017, 04:54 PM |
Q3 2016 |
74 |
$190M |
+$8.37M |
-$37.4M |
-$29M |
RJF, MTUM, SDY, IVV, SPLVXXXX
|
13F-HR |
11/14/2016, 08:58 AM |
Q2 2016 |
100 |
$247M |
+$93M |
-$5.04M |
+$87.9M |
RJF, MTUM, SDY, SPLVXXXX, IVV
|
13F-HR |
8/5/2016, 11:33 AM |
Q1 2016 |
71 |
$154M |
+$4.6M |
-$34.3M |
-$29.7M |
RJF, MTUM, SPLVXXXX, SDY, PG
|
13F-HR |
5/2/2016, 07:49 PM |
Q4 2015 |
273 |
$240M |
+$4.83M |
-$1.66M |
+$3.17M |
RJF, MTUM, SPLVXXXX, SDY, PG
|
13F-HR |
2/5/2016, 04:14 PM |
Q3 2015 |
273 |
$225M |
+$90.7M |
-$22.8M |
+$67.9M |
RJF, MTUM, SDY, SPLVXXXX, PG
|
13F-HR |
11/9/2015, 02:47 PM |
Q2 2015 |
322 |
$178M |
|
|
|
RJF, RSPXXXX, SDY, SPLVXXXX, PG
|
13F-HR |
8/6/2015, 03:03 PM |