Q1 2025 |
157 |
$410M |
+$9.3M |
-$17M |
-$7.68M |
SPY, JPST, IEFA, IEI, AAPL
|
13F-HR |
4/17/2025, 04:57 PM |
Q4 2024 |
158 |
$430M |
+$20.4M |
-$15.6M |
+$4.84M |
SPY, JPST, IEFA, AAPL, IEI
|
13F-HR |
1/22/2025, 02:19 PM |
Q3 2024 |
153 |
$426M |
+$24.2M |
-$16M |
+$8.19M |
SPY, JPST, IEFA, IEI, AAPL
|
13F-HR |
10/18/2024, 09:03 AM |
Q2 2024 |
140 |
$398M |
+$14.9M |
-$15.6M |
-$650K |
SPY, JPST, IEFA, MSFT, IEI
|
13F-HR |
7/12/2024, 08:30 AM |
Q1 2024 |
143 |
$403M |
+$21.6M |
-$24.3M |
-$2.64M |
SPY, JPST, IEFA, IEI, MSFT
|
13F-HR |
4/24/2024, 03:10 PM |
Q4 2023 |
139 |
$378M |
+$6.9M |
-$7.05M |
-$155K |
SPY, IEFA, IEI, AAPL, MSFT
|
13F-HR |
1/22/2024, 04:01 PM |
Q3 2023 |
136 |
$347M |
+$5.14M |
-$8.51M |
-$3.37M |
SPY, IEI, IEFA, AAPL, JPST
|
13F-HR |
11/1/2023, 04:03 PM |
Q2 2023 |
131 |
$362M |
+$17.8M |
-$9.3M |
+$8.55M |
SPY, IEI, IEFA, AAPL, MSFT
|
13F-HR |
7/12/2023, 11:32 AM |
Q1 2023 |
132 |
$337M |
+$5.61M |
-$11.9M |
-$6.24M |
SPY, IEFA, JPST, AAPL, MSFT
|
13F-HR |
4/11/2023, 04:01 PM |
Q4 2022 |
133 |
$327M |
+$7.53M |
-$32.1M |
-$24.5M |
SPY, JPST, IEFA, IEI, AAPL
|
13F-HR |
2/2/2023, 03:00 PM |
Q3 2022 |
138 |
$327M |
+$18.4M |
-$4.88M |
+$13.5M |
SPY, JPST, AAPL, IEI, MSFT
|
13F-HR |
11/7/2022, 02:23 PM |
Q2 2022 |
132 |
$341M |
+$15.1M |
-$27.4M |
-$12.3M |
SPY, JPST, IEI, AAPL, MSFT
|
13F-HR |
7/15/2022, 02:56 PM |
Q1 2022 |
137 |
$417M |
+$20.5M |
-$20.4M |
+$78.7K |
SPY, IGIB, AAPL, JPST, MSFT
|
13F-HR |
4/21/2022, 10:05 AM |
Q4 2021 |
128 |
$444M |
+$27.1M |
-$10.1M |
+$17M |
SPY, IGIB, AAPL, MSFT, JPST
|
13F-HR |
1/28/2022, 09:42 AM |
Q3 2021 |
123 |
$410M |
+$9.63M |
-$7.82M |
+$1.81M |
SPY, IGIB, IEI, AAPL, MSFT
|
13F-HR |
10/14/2021, 12:19 PM |
Q2 2021 |
125 |
$414M |
+$10.4M |
-$19.4M |
-$9.04M |
SPY, IGIB, AAPL, IEI, JPST
|
13F-HR |
7/26/2021, 12:16 PM |
Q1 2021 |
121 |
$398M |
+$8.77M |
-$20.5M |
-$11.8M |
SPY, IGIB, JPST, IEI, AAPL
|
13F-HR |
4/19/2021, 09:01 AM |
Q4 2020 |
122 |
$385M |
+$27.5M |
-$12.7M |
+$14.9M |
SPY, IGIB, JPST, AAPL, IEI
|
13F-HR |
1/27/2021, 01:28 PM |
Q3 2020 |
128 |
$376M |
|
|
|
SPY, IGIB, VCSH, AAPL, IEI
|
13F-HR |
11/12/2020, 12:20 PM |