Q4 2024 |
150 |
$713M |
+$19.1M |
-$49.9M |
-$30.8M |
IJH, AAPL, EFA, MSFT, VGSH
|
13F-HR |
2/14/2025, 10:49 AM |
Q3 2024 |
156 |
$752M |
+$30.1M |
-$145M |
-$115M |
IJH, EFA, AAPL, MSFT, VGSH
|
13F-HR |
11/12/2024, 11:33 AM |
Q2 2024 |
156 |
$816M |
+$86.6M |
-$102M |
-$15.4M |
IJH, EFA, MSFT, AAPL, VGSH
|
13F-HR |
8/6/2024, 04:01 PM |
Q1 2024 |
168 |
$833M |
+$6.89M |
-$47.1M |
-$40.2M |
EFA, MSFT, AAPL, IJR, VGSH
|
13F-HR |
5/8/2024, 09:43 AM |
Q4 2023 |
169 |
$885M |
+$18.4M |
-$75.1M |
-$56.7M |
IJH, EFA, MSFT, AAPL, IJR
|
13F-HR |
2/9/2024, 07:07 AM |
Q3 2023 |
179 |
$858M |
+$9.08M |
-$27.4M |
-$18.3M |
IJH, EFA, MSFT, AAPL, IJR
|
Restatement |
2/16/2024, 06:05 AM |
Q2 2023 |
176 |
$912M |
+$32.6M |
-$56.6M |
-$24M |
IJH, EFA, AAPL, MSFT, IJR
|
Restatement |
2/16/2024, 12:49 PM |
Q1 2023 |
177 |
$906M |
+$53.9M |
-$43.1M |
+$10.8M |
IJH, EFA, AAPL, MSFT, IJR
|
13F-HR |
4/28/2023, 03:08 PM |
Q4 2022 |
167 |
$896M |
+$61.6M |
-$55.7M |
+$5.91M |
IJH, EFA, IJR, AAPL, MSFT
|
13F-HR |
2/2/2023, 02:17 PM |
Q3 2022 |
165 |
$815M |
+$3.64M |
-$76.3K |
+$3.56M |
IJH, EFA, AAPL, IJR, MSFT
|
13F-HR |
11/2/2022, 03:42 PM |
Q2 2022 |
167 |
$871M |
+$23.7M |
-$45.6M |
-$22M |
IJH, EFA, AAPL, MSFT, IJR
|
13F-HR |
8/3/2022, 09:22 AM |
Q1 2022 |
180 |
$1.07B |
+$11.5M |
-$28.4M |
-$16.8M |
IJH, EFA, AAPL, MSFT, IJR
|
13F-HR |
5/2/2022, 11:49 AM |
Q4 2021 |
188 |
$1.15B |
+$56M |
-$31.8M |
+$24.2M |
IJH, EFA, AAPL, MSFT, IJR
|
13F-HR |
2/1/2022, 01:40 PM |
Q3 2021 |
178 |
$1.03B |
+$11M |
-$128M |
-$117M |
IJH, EFA, AAPL, IJR, IVV
|
13F-HR |
11/8/2021, 06:43 AM |
Q2 2021 |
184 |
$1.17B |
+$33.5M |
-$127M |
-$93.8M |
IJH, EFA, IVV, AAPL, IJR
|
13F-HR |
8/5/2021, 10:20 AM |
Q1 2021 |
181 |
$1.2B |
+$35.2M |
-$158M |
-$123M |
IJH, EFA, IVV, IJR, AAPL
|
13F-HR |
5/7/2021, 12:48 PM |
Q4 2020 |
182 |
$1.26B |
+$38.5M |
-$195M |
-$156M |
IJH, IVV, EFA, AAPL, IJR
|
13F-HR |
2/9/2021, 06:27 AM |
Q3 2020 |
179 |
$1.28B |
+$248M |
-$412M |
-$164M |
IVV, IJH, EFA, AAPL, BND
|
13F-HR |
11/9/2020, 08:37 AM |
Q2 2020 |
229 |
$1.46B |
+$604M |
-$73.7M |
+$530M |
SPIB, IVV, IJH, IEFA, EFA
|
13F-HR |
8/14/2020, 11:53 AM |
Q1 2020 |
266 |
$813M |
+$125M |
-$18.3M |
+$107M |
IJH, EFA, MSFT, AAPL, IJR
|
13F-HR |
5/11/2020, 11:26 AM |
Q4 2019 |
184 |
$907M |
+$92.4M |
-$2.17M |
+$90.3M |
IJH, EFA, IJR, VNQ, AAPL
|
13F-HR |
2/3/2020, 04:05 PM |
Q3 2019 |
167 |
$764M |
+$12.6M |
-$19.5M |
-$6.91M |
EFA, IJH, IJR, VNQ, VWO
|
13F-HR |
10/29/2019, 12:12 PM |
Q2 2019 |
168 |
$765M |
+$77.6M |
-$34.2M |
+$43.4M |
EFA, IJH, IJR, VNQ, VWO
|
13F-HR |
7/18/2019, 03:21 PM |
Q1 2019 |
99 |
$707M |
+$68.7M |
-$23.3M |
+$45.4M |
EFA, IJH, IJR, VNQ, VWO
|
13F-HR |
5/10/2019, 03:00 PM |
Q4 2018 |
162 |
$647M |
+$20.8M |
-$14.5M |
+$6.29M |
EFA, IJH, IJR, VNQ, VWO
|
13F-HR |
2/13/2019, 10:31 AM |
Q3 2018 |
164 |
$744M |
+$32.9M |
-$13.6M |
+$19.3M |
EFA, IJH, IJR, VNQ, VWO
|
13F-HR |
10/15/2018, 11:49 AM |
Q2 2018 |
157 |
$690M |
+$38.3M |
-$4.39M |
+$33.9M |
EFA, IJH, IJR, VWO, VNQ
|
13F-HR |
7/30/2018, 11:18 AM |
Q1 2018 |
158 |
$650M |
+$33M |
-$5.02M |
+$28M |
IJH, EFA, IJR, VWO, VNQ
|
13F-HR |
4/23/2018, 10:22 AM |
Q4 2017 |
161 |
$653M |
|
|
|
IJH, EFA, IJR, VNQ, VWO
|
13F-HR |
2/15/2018, 07:44 AM |