Q4 2024 |
2,733 |
$1.45B |
+$72.2M |
-$36.6M |
+$35.6M |
IVV, JPST, AAPL, IJH, IEFA
|
13F-HR |
2/12/2025, 09:56 PM |
Q3 2024 |
2,732 |
$1.44B |
+$52.3M |
-$23.8M |
+$28.5M |
IVV, JPST, AAPL, IEFA, IJH
|
13F-HR |
11/12/2024, 01:01 PM |
Q2 2024 |
2,698 |
$1.35B |
+$123M |
-$31.9M |
+$91.3M |
IVV, JPST, AAPL, IEFA, IJH
|
13F-HR |
8/12/2024, 04:18 PM |
Q1 2024 |
2,705 |
$1.27B |
+$92.6M |
-$42.9M |
+$49.7M |
IVV, JPST, IJH, IEFA, AAPL
|
13F-HR |
5/15/2024, 02:03 PM |
Q4 2023 |
2,688 |
$1.16B |
+$99.2M |
-$33.4M |
+$65.8M |
IVV, JPST, AAPL, IEFA, IJH
|
13F-HR |
2/8/2024, 01:48 PM |
Q3 2023 |
2,810 |
$999M |
+$57.7M |
-$27.6M |
+$30.1M |
IVV, AAPL, JPST, IEFA, IJH
|
13F-HR |
11/14/2023, 11:57 AM |
Q2 2023 |
2,681 |
$1.01B |
+$41.7M |
-$37.2M |
+$4.52M |
IVV, AAPL, JPST, IEFA, IJH
|
13F-HR |
8/9/2023, 06:02 PM |
Q1 2023 |
2,713 |
$960M |
+$73.6M |
-$38.4M |
+$35.1M |
IVV, AAPL, JPST, IEFA, IJH
|
13F-HR |
5/11/2023, 02:10 PM |
Q4 2022 |
2,727 |
$882M |
+$114M |
-$41.3M |
+$72.7M |
IVV, JPST, IJH, IEFA, AAPL
|
13F-HR |
2/10/2023, 05:30 PM |
Q3 2022 |
2,491 |
$755M |
+$122M |
-$46.7M |
+$75.3M |
IVV, JPST, AAPL, IEFA, IJH
|
13F-HR |
11/10/2022, 11:47 AM |
Q2 2022 |
2,354 |
$744M |
+$74.9M |
-$20M |
+$54.8M |
IVV, JPST, IEFA, AAPL, IJH
|
13F-HR |
8/9/2022, 11:51 AM |
Q1 2022 |
2,282 |
$824M |
+$56.1M |
-$21.1M |
+$35M |
IVV, JPST, AAPL, IJH, TGT
|
13F-HR |
5/6/2022, 10:56 AM |
Q4 2021 |
2,313 |
$837M |
+$113M |
-$26.8M |
+$86.3M |
IVV, JPST, AAPL, IJH, TGT
|
13F-HR |
2/1/2022, 09:07 AM |
Q3 2021 |
2,377 |
$717M |
+$40.3M |
-$6.28M |
+$34M |
JPST, TGT, IVV, AAPL, IEFA
|
13F-HR |
11/12/2021, 09:09 AM |
Q2 2021 |
2,312 |
$689M |
+$52.4M |
-$18.7M |
+$33.7M |
JPST, TGT, IVV, AAPL, IEFA
|
13F-HR |
8/9/2021, 10:36 AM |
Q1 2021 |
2,286 |
$616M |
+$51.5M |
-$5.56M |
+$45.9M |
JPST, TGT, IVV, AAPL, IJR
|
13F-HR |
5/12/2021, 04:39 PM |
Q4 2020 |
2,115 |
$538M |
+$36.2M |
-$12.3M |
+$23.9M |
JPST, TGT, AAPL, IVV, IEFA
|
13F-HR |
2/12/2021, 04:33 PM |
Q3 2020 |
1,972 |
$459M |
+$54.7M |
-$56.6M |
-$1.91M |
JPST, TGT, AAPL, IVV, AMZN
|
13F-HR |
11/13/2020, 10:40 AM |
Q2 2020 |
2,051 |
$452M |
|
|
|
JPST, AMZN, IVV, TGT, AAPL
|
13F-HR |
8/13/2020, 09:59 AM |
Q1 2020 |
658 |
$121M |
|
|
|
MSFT, AMZN, GOOGL, ACWX, IWB
|
13F-HR |
5/15/2020, 01:29 PM |
Q4 2019 |
921 |
$144M |
|
|
|
MSFT, AMZN, ACWX, IWB, META
|
Restatement |
3/18/2020, 06:34 PM |
Q3 2019 |
957 |
$286M |
|
|
|
JPST, FNDX, AAPL, MSFT, SCZ
|
13F-HR |
10/24/2019, 11:59 AM |
Q2 2019 |
988 |
$279M |
|
|
|
JPST, FNDX, MSFT, AAPL, SPY
|
13F-HR |
7/24/2019, 12:12 PM |
Q1 2019 |
919 |
$242M |
|
|
|
JPST, FNDX, AAPL, MSFT, SPY
|
13F-HR |
4/26/2019, 05:33 PM |
Q4 2018 |
758 |
$129M |
|
|
|
JPST, SPY, IJH, VTI, AAPL
|
13F-HR |
1/17/2019, 09:48 AM |
Q3 2018 |
699 |
$165M |
|
|
|
SPY, IJH, AAPL, VTI, IWB
|
13F-HR |
10/29/2018, 04:59 PM |
Q2 2018 |
714 |
$109M |
|
|
|
VTI, AAPL, IEMG, IWB, IJR
|
13F-HR |
8/8/2018, 05:32 PM |
Q1 2018 |
711 |
$101M |
|
|
|
VTI, AAPL, IEMG, IWB, IJR
|
13F-HR |
5/10/2018, 12:39 PM |
Q4 2017 |
695 |
$98.6M |
|
|
|
VTI, IEMG, IWB, AAPL, ACWI
|
13F-HR |
1/31/2018, 09:19 AM |
Q3 2017 |
645 |
$91.9M |
|
|
|
VTI, IEMG, IWB, AAPL, ACWI
|
13F-HR |
10/13/2017, 10:52 AM |
Q2 2017 |
721 |
$102M |
|
|
|
IEMG, VTI, IWB, AAPL, IJR
|
13F-HR |
8/14/2017, 07:06 PM |
Q1 2017 |
625 |
$89.4M |
|
|
|
VTI, IWB, AAPL, IJR, IWO
|
13F-HR |
4/10/2017, 05:30 PM |
Q4 2016 |
643 |
$73.9M |
|
|
|
IWB, IJR, IWO, AAPL, VNQ
|
13F-HR |
1/11/2017, 04:20 PM |
Q3 2016 |
667 |
$69.1M |
|
|
|
IWB, IJR, IWO, VNQ, AAPL
|
13F-HR |
10/25/2016, 12:19 PM |
Q2 2016 |
708 |
$64.6M |
|
|
|
IWB, IJR, VNQ, IWO, IVV
|
13F-HR |
7/28/2016, 01:53 PM |
Q1 2016 |
745 |
$92.4M |
|
|
|
PG, IWB, SPY, IWO, IWM
|
13F-HR |
4/26/2016, 06:31 PM |
Q4 2015 |
731 |
$76.3M |
|
|
|
IWB, IWO, IWM, VNQ, IVV
|
13F-HR |
1/27/2016, 05:51 PM |
Q3 2015 |
650 |
$103M |
|
|
|
PG, IWB, SPY, IWO, VNQ
|
13F-HR |
10/28/2015, 02:14 PM |
Q2 2015 |
650 |
$115M |
|
|
|
PG, IWB, SPY, IWO, IWM
|
13F-HR |
8/12/2015, 03:40 PM |