Q1 2025 |
846 |
$748M |
+$66.4M |
-$13.9M |
+$52.5M |
VOO, IJH, AAPL, IJR, IVV
|
13F-HR |
4/17/2025, 03:45 PM |
Q4 2024 |
787 |
$720M |
+$61.5M |
-$19.9M |
+$41.6M |
VOO, IJH, AAPL, IJR, IVV
|
13F-HR |
1/16/2025, 09:36 AM |
Q3 2024 |
735 |
$677M |
+$48.5M |
-$27.8M |
+$20.7M |
VOO, IJH, AAPL, IJR, IVV
|
13F-HR |
10/11/2024, 03:59 PM |
Q2 2024 |
555 |
$623M |
+$49.2M |
-$18.3M |
+$30.9M |
VOO, IJH, AAPL, IJR, IVV
|
13F-HR |
7/24/2024, 03:17 PM |
Q1 2024 |
571 |
$594M |
+$77M |
-$32.1M |
+$45M |
VOO, IJH, IJR, AAPL, IVV
|
13F-HR |
4/30/2024, 06:15 AM |
Q4 2023 |
587 |
$544M |
+$28.1M |
-$23.7M |
+$4.36M |
VOO, IJH, AAPL, IJR, IVV
|
13F-HR |
1/30/2024, 09:23 AM |
Q3 2023 |
737 |
$491M |
+$24.2M |
-$8.54M |
+$15.7M |
VOO, IJH, AAPL, IJR, IVV
|
13F-HR |
10/30/2023, 06:16 AM |
Q2 2023 |
636 |
$495M |
+$14.6M |
-$15.2M |
-$557K |
VOO, IJH, AAPL, IJR, IEFA
|
13F-HR |
7/27/2023, 06:15 AM |
Q1 2023 |
727 |
$473M |
+$18.7M |
-$21M |
-$2.26M |
VOO, IJH, AAPL, IJR, IEFA
|
13F-HR |
5/10/2023, 06:31 AM |
Q4 2022 |
608 |
$453M |
+$56.5M |
-$38.5M |
+$18M |
VOO, IJH, IJR, AAPL, IEFA
|
13F-HR |
2/3/2023, 05:05 AM |
Q3 2022 |
206 |
$404M |
+$26.6M |
-$6.46M |
+$20.1M |
IJH, IJR, AAPL, VOO, IEFA
|
13F-HR |
10/28/2022, 06:16 AM |
Q2 2022 |
208 |
$418M |
+$15M |
-$22.1M |
-$7.11M |
IJH, IJR, VOO, AAPL, IEFA
|
13F-HR |
7/29/2022, 06:10 AM |
Q1 2022 |
229 |
$508M |
+$21.2M |
-$5.27M |
+$16M |
IJH, IJR, VOO, AAPL, IEFA
|
13F-HR |
4/22/2022, 06:10 AM |
Q4 2021 |
237 |
$524M |
+$15.2M |
-$3.19M |
+$12M |
IJH, IJR, VOO, AAPL, IEFA
|
13F-HR |
1/31/2022, 05:10 AM |
Q3 2021 |
231 |
$475M |
+$24M |
-$5.12M |
+$18.9M |
IJR, IJH, VOO, AAPL, IEFA
|
13F-HR |
10/28/2021, 06:07 AM |
Q2 2021 |
221 |
$462M |
+$14.8M |
-$3.69M |
+$11.1M |
IJR, IJH, VOO, AAPL, IEFA
|
13F-HR |
7/28/2021, 06:05 AM |
Q1 2021 |
212 |
$425M |
+$18.7M |
-$4.72M |
+$14M |
IJR, IJH, VOO, IEFA, AAPL
|
13F-HR |
4/23/2021, 06:10 AM |
Q4 2020 |
196 |
$385M |
+$20.2M |
-$2.76M |
+$17.4M |
IJR, IJH, VOO, AAPL, IEFA
|
13F-HR |
2/3/2021, 05:05 AM |
Q3 2020 |
178 |
$326M |
+$23.2M |
-$9.32M |
+$13.9M |
IJH, IJR, VOO, AAPL, IEFA
|
13F-HR |
10/30/2020, 06:05 AM |
Q2 2020 |
176 |
$304M |
+$37M |
-$16.9M |
+$20.1M |
IJH, IJR, VOO, IEFA, LMBS
|
13F-HR |
7/31/2020, 08:40 AM |
Q1 2020 |
162 |
$253M |
+$14.5M |
-$15.7M |
-$1.2M |
IJH, IJR, VOO, LMBS, RSP
|
13F-HR |
5/5/2020, 06:05 AM |
Q4 2019 |
182 |
$333M |
+$13.3M |
-$10.2M |
+$3.05M |
IJR, IJH, RSP, VOO, LMBS
|
13F-HR |
2/11/2020, 05:30 AM |
Q3 2019 |
177 |
$310M |
+$36.7M |
-$1.28M |
+$35.4M |
IJH, IJR, VOO, RSP, LMBS
|
13F-HR |
10/30/2019, 06:08 AM |
Q2 2019 |
161 |
$273M |
+$11.6M |
-$2.83M |
+$8.72M |
IJH, IJR, VOO, RSP, LMBS
|
13F-HR |
7/24/2019, 06:05 AM |
Q1 2019 |
161 |
$260M |
+$23.9M |
-$1.88M |
+$22M |
IJR, IJH, VOO, RSP, LMBS
|
13F-HR |
4/26/2019, 07:32 AM |
Q4 2018 |
150 |
$214M |
+$24.4M |
-$19M |
+$5.4M |
IJR, IJH, VOO, LMBS, IGIB
|
13F-HR |
2/13/2019, 05:05 AM |
Q3 2018 |
152 |
$244M |
+$18.9M |
-$8.91M |
+$9.94M |
IJR, IJH, RSP, VOO, LMBS
|
13F-HR |
11/7/2018, 05:03 AM |
Q2 2018 |
154 |
$235M |
+$21.5M |
-$7.87M |
+$13.6M |
IJR, IJH, VOO, RSP, MDY
|
13F-HR |
8/3/2018, 09:40 AM |
Q1 2018 |
159 |
$226M |
+$26.7M |
-$4.68M |
+$22M |
IJR, IJH, IGSB, MDY, EFA
|
13F-HR |
5/7/2018, 04:26 PM |
Q4 2017 |
514 |
$229M |
+$23.5M |
-$7.66M |
+$15.8M |
IJR, IJH, IGSB, MDY, XOM
|
13F-HR |
2/2/2018, 06:00 AM |
Q3 2017 |
562 |
$205M |
+$54.8M |
-$5.14M |
+$49.6M |
IJR, IGSB, MDY, IJH, XOM
|
13F-HR |
11/13/2017, 05:07 AM |
Q2 2017 |
654 |
$156M |
+$36.4M |
-$2.54M |
+$33.9M |
IGSB, IJR, XOM, IGIB, VNQ
|
13F-HR |
7/28/2017, 08:05 AM |
Q1 2017 |
529 |
$122M |
+$13.4M |
-$20.7M |
-$7.25M |
IGSB, IJR, XOM, VNQ, IGIB
|
13F-HR |
4/28/2017, 03:23 PM |
Q4 2016 |
569 |
$131M |
+$21M |
-$7.08M |
+$13.9M |
IGSB, IJR, XOM, VNQ, MDY
|
13F-HR |
2/3/2017, 03:26 PM |
Q3 2016 |
239 |
$117M |
+$10M |
-$2.43M |
+$7.59M |
IGSB, IJR, XOM, VNQ, IGIB
|
13F-HR |
11/4/2016, 08:21 AM |
Q2 2016 |
268 |
$112M |
+$4.61M |
-$4.93M |
-$317K |
IGSB, XOM, IJR, VNQ, IGIB
|
13F-HR |
8/5/2016, 09:23 AM |
Q1 2016 |
261 |
$110M |
+$5.87M |
-$7.67M |
-$1.8M |
IGSB, XOM, HEDJ, IJR, IGIB
|
13F-HR |
5/10/2016, 07:48 PM |
Q4 2015 |
333 |
$112M |
|
|
|
IGSB, XOM, HEDJ, HYG, IJR
|
13F-HR |
1/27/2016, 03:00 PM |