| Q1 2024 |
641 |
$6.52B |
+$328M |
-$139M |
+$189M |
IVV, MSFT, IEFA, TJX, AAPL, VEA |
13F-HR |
5/13/2024, 05:44 PM |
| Q4 2023 |
622 |
$5.99B |
+$142M |
-$122M |
+$20.8M |
IVV, AAPL, TJX, MSFT, VEA, IEFA |
13F-HR |
2/12/2024, 04:16 PM |
| Q3 2023 |
607 |
$5.47B |
+$114M |
-$99.4M |
+$15M |
IVV, AAPL, TJX, VEA, CPNG, MSFT |
13F-HR |
11/14/2023, 06:03 AM |
| Q2 2023 |
624 |
$5.68B |
+$166M |
-$191M |
-$24.9M |
IVV, AAPL, MSFT, VEA, CPNG, TJX |
13F-HR |
8/1/2023, 09:33 AM |
| Q1 2023 |
614 |
$5.39B |
+$225M |
-$200M |
+$25.7M |
IVV, AAPL, VEA, CPNG, MSFT, TJX |
13F-HR |
5/15/2023, 05:21 PM |
| Q4 2022 |
625 |
$5.14B |
+$273M |
-$127M |
+$146M |
IVV, VEA, AAPL, TJX, CPNG, MSFT |
13F-HR |
2/13/2023, 07:33 PM |
| Q3 2022 |
611 |
$4.62B |
+$252M |
-$75.9M |
+$176M |
IVV, AAPL, CPNG, VEA, MSFT, TJX |
13F-HR |
11/14/2022, 03:45 PM |
| Q2 2022 |
627 |
$4.75B |
+$189M |
-$106M |
+$83.3M |
IVV, AAPL, VEA, MSFT, CPNG, TJX |
13F-HR |
8/12/2022, 12:57 PM |
| Q1 2022 |
662 |
$5.58B |
+$153M |
-$175M |
-$22.2M |
IVV, AAPL, CPNG, MSFT, VEA, TJX |
13F-HR |
5/12/2022, 09:13 AM |
| Q4 2021 |
656 |
$6.08B |
+$118M |
-$144M |
-$25.4M |
IVV, CPNG, AAPL, MSFT, VEA, TJX |
13F-HR |
2/14/2022, 06:26 AM |
| Q3 2021 |
646 |
$5.62B |
+$606M |
-$108M |
+$498M |
IVV, CPNG, AAPL, MSFT, VEA, TJX |
13F-HR |
11/12/2021, 03:59 PM |
| Q2 2021 |
635 |
$5.17B |
+$194M |
-$296M |
-$102M |
IVV, AAPL, MSFT, VEA, TJX, IGSB |
13F-HR |
8/13/2021, 09:21 PM |
| Q1 2021 |
600 |
$4.93B |
+$146M |
-$221M |
-$75.1M |
IVV, AAPL, MSFT, VEA, TJX, IGSB |
13F-HR |
5/19/2021, 06:48 AM |
| Q4 2020 |
569 |
$4.8B |
+$207M |
-$176M |
+$30.6M |
IVV, AAPL, MSFT, TJX, VEA, MRNA |
13F-HR |
1/26/2021, 12:08 PM |
| Q3 2020 |
546 |
$4.24B |
+$271M |
-$140M |
+$131M |
IVV, AAPL, MSFT, VEA, TJX, MRNA |
13F-HR |
11/13/2020, 03:41 PM |
| Q2 2020 |
529 |
$4.04B |
+$226M |
-$276M |
-$49.4M |
IVV, AAPL, MSFT, VEA, TJX, MRNA |
13F-HR |
8/13/2020, 03:18 PM |
| Q1 2020 |
496 |
$3.45B |
+$125M |
-$139M |
-$14.5M |
IVV, AAPL, VEA, MSFT, EFV, TJX |
13F-HR |
5/14/2020, 07:03 PM |
| Q4 2019 |
514 |
$4.29B |
+$153M |
-$138M |
+$14.7M |
IVV, EFV, AAPL, VEA, TJX, MSFT |
13F-HR |
2/3/2020, 04:58 PM |
| Q3 2019 |
510 |
$3.98B |
+$189M |
-$48.7M |
+$140M |
IVV, EFV, VEA, AAPL, TJX, MSFT |
13F-HR |
11/12/2019, 11:26 AM |
| Q2 2019 |
490 |
$3.81B |
+$132M |
-$83.4M |
+$48.7M |
IVV, EFV, VEA, TJX, MSFT, AAPL |
13F-HR |
8/14/2019, 08:36 AM |
| Q1 2019 |
477 |
$3.72B |
+$178M |
-$118M |
+$59.6M |
IVV, EFV, TJX, VEA, AAPL, VTIP |
13F-HR |
5/7/2019, 11:42 AM |
| Q4 2018 |
442 |
$3.26B |
+$345M |
-$93M |
+$252M |
IVV, EFV, TJX, VTIP, AAPL, MSFT |
13F-HR |
1/29/2019, 04:26 PM |
| Q3 2018 |
464 |
$3.56B |
+$201M |
-$125M |
+$76.8M |
IVV, TJX, AAPL, EFV, MSFT, VTIP |
13F-HR |
11/13/2018, 06:47 AM |
| Q2 2018 |
454 |
$3.3B |
+$86.3M |
-$85.1M |
+$1.27M |
IVV, TJX, AAPL, MSFT, CBT, XOM |
13F-HR |
8/3/2018, 02:07 PM |
| Q1 2018 |
446 |
$3.24B |
+$121M |
-$176M |
-$55M |
IVV, TJX, AAPL, MSFT, CBT, XOM |
13F-HR |
5/7/2018, 05:40 PM |
| Q4 2017 |
434 |
$3.36B |
+$80.4M |
-$121M |
-$40.3M |
IVV, AAPL, TJX, GVI, MSFT, XOM |
13F-HR |
1/29/2018, 04:08 PM |
| Q3 2017 |
425 |
$3.25B |
+$75.2M |
-$161M |
-$85.9M |
IVV, GVI, AAPL, TJX, IGSB, XOM |
13F-HR |
11/2/2017, 02:29 PM |
| Q2 2017 |
535 |
$3.26B |
+$110M |
-$165M |
-$54.8M |
IVV, GVI, IGSB, AAPL, TJX, XOM |
13F-HR |
8/9/2017, 04:21 PM |
| Q1 2017 |
428 |
$3.27B |
+$195M |
-$149M |
+$45.9M |
IVV, IGSB, GVI, TJX, AAPL, XOM |
13F-HR |
5/15/2017, 05:12 PM |
| Q4 2016 |
439 |
$3.09B |
+$305M |
-$156M |
+$149M |
IVV, IGSB, XOM, GVI, TJX, AAPL |
13F-HR |
2/14/2017, 07:41 AM |
| Q3 2016 |
439 |
$2.92B |
+$117M |
-$66.7M |
+$50.4M |
IGSB, IVV, EZU, XOM, AAPL, TJX |
13F-HR |
11/14/2016, 05:10 AM |
| Q2 2016 |
425 |
$2.85B |
+$80.2M |
-$103M |
-$22.9M |
IGSB, IVV, EZU, XOM, TJX, AAPL |
13F-HR |
8/12/2016, 07:55 PM |
| Q1 2016 |
425 |
$2.83B |
+$526M |
-$32.6M |
+$494M |
IGSB, IVV, EZU, XOM, TJX, AAPL |
13F-HR |
5/16/2016, 04:20 PM |
| Q4 2015 |
386 |
$2.36B |
+$191M |
-$114M |
+$76.6M |
IGSB, IVV, XOM, AAPL, TJX, MSFT |
13F-HR |
2/3/2016, 01:24 PM |
| Q3 2015 |
371 |
$2.22B |
+$107M |
-$113M |
-$5.29M |
IGSB, XOM, AAPL, IVV, TJX, GLD |
13F-HR |
11/10/2015, 12:54 PM |
| Q2 2015 |
355 |
$2.4B |
+$99.1M |
-$63M |
+$36.2M |
IGSB, XOM, AAPL, IVV, MINT, GLD |
13F-HR |
8/10/2015, 01:02 PM |
| Q1 2015 |
350 |
$2.41B |
+$101M |
-$56.5M |
+$44.6M |
IGSB, XOM, AAPL, MINT, TYGXXXX, GLD |
13F-HR |
4/28/2015, 03:33 PM |
| Q4 2014 |
348 |
$2.38B |
+$80.5M |
-$32.8M |
+$47.7M |
IGSB, XOM, MINT, AAPL, GLD, NTGXXXX |
13F-HR |
1/26/2015, 01:55 PM |
| Q3 2014 |
343 |
$2.27B |
+$16.3M |
-$49M |
-$32.7M |
IGSB, XOM, MINT, TYGXXXX, GLD, AAPL |
13F-HR |
11/3/2014, 02:51 PM |
| Q2 2014 |
341 |
$2.34B |
+$127M |
-$61.7M |
+$65M |
IGSB, XOM, MINT, GLD, TYGXXXX, AAPL |
13F-HR |
7/25/2014, 09:43 AM |
| Q1 2014 |
325 |
$2.26B |
+$53.4M |
-$78.3M |
-$24.9M |
IGSB, XOM, MINT, GLD, TYGXXXX, PG |
13F-HR |
5/13/2014, 02:18 PM |
| Q4 2013 |
314 |
$2.26B |
|
|
|
IGSB, XOM, MINT, GLD, TYGXXXX, VWO |
13F-HR |
2/19/2014, 01:48 PM |