Q1 2024 |
3,879 |
$71.7B |
+$1.84B |
-$1.83B |
+$8.43M |
VTI, IVV, AGG, MSFT, SPY, IEFA |
13F-HR |
5/7/2024, 08:30 PM |
Q4 2023 |
3,930 |
$67.6B |
+$1.01B |
-$990M |
+$15.8M |
VTI, IVV, AGG, SPY, AAPL, MSFT |
13F-HR |
2/9/2024, 03:35 PM |
Q3 2023 |
3,835 |
$33B |
+$1.42B |
-$546M |
+$877M |
VTI, SPY, IEFA, IEMG, MUB, BRKA |
13F-HR |
11/3/2023, 04:44 PM |
Q2 2023 |
3,919 |
$47.7B |
+$2.43B |
-$2.52B |
-$91.4M |
VTI, IVV, AGG, IEFA, IWR, IEMG |
13F-HR |
8/9/2023, 07:23 PM |
Q1 2023 |
4,076 |
$59.2B |
+$2.2B |
-$1.82B |
+$381M |
VTI, IVV, AGG, AAPL, SPY, IEFA |
13F-HR |
5/9/2023, 01:15 PM |
Q4 2022 |
4,129 |
$56.5B |
+$5.64B |
-$1.11B |
+$4.53B |
VTI, IVV, SPY, AAPL, AGG, MSFT |
13F-HR |
2/13/2023, 02:30 PM |
Q3 2022 |
4,050 |
$48.4B |
+$2.22B |
-$1.59B |
+$628M |
VTI, IVV, SPY, AAPL, AGG, MSFT |
13F-HR |
10/27/2022, 03:09 PM |
Q2 2022 |
4,055 |
$51.6B |
+$2.39B |
-$1.62B |
+$770M |
VTI, IVV, SPY, AAPL, AGG, MSFT |
13F-HR |
8/1/2022, 04:38 PM |
Q1 2022 |
4,047 |
$60.1B |
+$2.48B |
-$2.13B |
+$350M |
VTI, IVV, SPY, AAPL, MSFT, IEFA |
13F-HR |
5/11/2022, 12:35 PM |
Q4 2021 |
4,076 |
$63.4B |
+$6.84B |
-$737M |
+$6.1B |
VTI, IVV, SPY, AAPL, MSFT, IEFA |
13F-HR |
2/10/2022, 08:39 PM |
Q3 2021 |
4,055 |
$53.2B |
+$1.26B |
-$912M |
+$353M |
IVV, SPY, AAPL, MSFT, IEFA, AGG |
13F-HR |
11/10/2021, 01:35 PM |
Q2 2021 |
3,981 |
$53.4B |
+$1.56B |
-$708M |
+$853M |
SPY, IVV, AAPL, MSFT, IWR, IEFA |
13F-HR |
8/5/2021, 03:53 PM |
Q1 2021 |
3,866 |
$49.4B |
+$1.67B |
-$949M |
+$722M |
SPY, IVV, AAPL, MSFT, AGG, IWR |
13F-HR |
4/28/2021, 02:50 PM |
Q4 2020 |
3,747 |
$46.4B |
+$1.87B |
-$995M |
+$875M |
SPY, AAPL, IVV, MSFT, AGG, IEFA |
13F-HR |
2/4/2021, 02:52 PM |
Q3 2020 |
3,684 |
$41B |
+$2.63B |
-$1.16B |
+$1.47B |
SPY, AAPL, IVV, MSFT, AGG, IEFA |
13F-HR |
11/10/2020, 03:26 PM |
Q2 2020 |
3,709 |
$38.1B |
+$1.76B |
-$1.19B |
+$573M |
SPY, MSFT, AAPL, AGG, IVV, AMZN |
13F-HR |
8/6/2020, 06:24 PM |
Q1 2020 |
3,660 |
$32.1B |
+$1.7B |
-$822M |
+$875M |
SPY, MSFT, AGG, AAPL, IVV, IEFA |
13F-HR |
5/12/2020, 06:24 PM |
Q4 2019 |
3,638 |
$39.1B |
+$854M |
-$942M |
-$88.9M |
SPY, AAPL, MSFT, AGG, MMM, IEFA |
13F-HR |
2/4/2020, 09:56 AM |
Q3 2019 |
3,564 |
$36.7B |
+$1.35B |
-$905M |
+$447M |
SPY, AGG, MSFT, MMM, AAPL, IEFA |
13F-HR |
11/8/2019, 10:03 AM |
Q2 2019 |
3,605 |
$35.9B |
+$1.37B |
-$811M |
+$563M |
SPY, MSFT, MMM, USB, AAPL, IEFA |
13F-HR |
8/13/2019, 05:01 PM |
Q1 2019 |
3,568 |
$34.6B |
+$853M |
-$745M |
+$108M |
SPY, MMM, MSFT, USB, AAPL, EFA |
13F-HR |
5/8/2019, 04:16 PM |
Q4 2018 |
3,575 |
$31B |
+$1.63B |
-$629M |
+$1B |
SPY, MMM, MSFT, USB, EFA, AAPL |
13F-HR |
2/13/2019, 01:45 PM |
Q3 2018 |
3,616 |
$34.5B |
+$779M |
-$740M |
+$38.7M |
SPY, MMM, AAPL, USB, MSFT, EFA |
13F-HR |
10/31/2018, 05:36 PM |
Q2 2018 |
3,598 |
$32.6B |
+$909M |
-$930M |
-$20.7M |
SPY, MMM, AAPL, USB, EFA, AGG |
13F-HR |
8/8/2018, 05:21 PM |
Q1 2018 |
3,592 |
$32.6B |
+$1.38B |
-$673M |
+$707M |
SPY, MMM, EFA, USB, AAPL, AGG |
13F-HR |
5/8/2018, 02:02 PM |
Q4 2017 |
3,586 |
$32.7B |
+$731M |
-$906M |
-$175M |
SPY, MMM, USB, EFA, AAPL, XOM |
13F-HR |
2/1/2018, 05:18 PM |
Q3 2017 |
3,557 |
$31.2B |
+$983M |
-$535M |
+$448M |
SPY, MMM, USB, EFA, AAPL, XOM |
13F-HR |
11/13/2017, 02:15 PM |
Q2 2017 |
3,518 |
$30B |
+$827M |
-$604M |
+$223M |
SPY, MMM, USB, EFA, XOM, AAPL |
13F-HR |
7/19/2017, 06:07 PM |
Q1 2017 |
3,536 |
$29.2B |
+$1.14B |
-$738M |
+$405M |
SPY, MMM, USB, EFA, XOM, PG |
13F-HR |
5/3/2017, 12:30 PM |
Q4 2016 |
3,526 |
$27.8B |
+$1.03B |
-$830M |
+$198M |
SPY, MMM, USB, XOM, EFA, PG |
13F-HR |
2/7/2017, 04:40 PM |
Q3 2016 |
3,516 |
$27B |
+$849M |
-$645M |
+$204M |
SPY, MMM, XOM, USB, PG, EFA |
13F-HR |
11/4/2016, 11:37 AM |
Q2 2016 |
3,538 |
$26.3B |
+$909M |
-$580M |
+$329M |
SPY, MMM, XOM, USB, PG, EFA |
13F-HR |
8/10/2016, 03:18 PM |
Q1 2016 |
3,521 |
$25.4B |
+$999M |
-$671M |
+$328M |
SPY, MMM, XOM, USB, PG, EFA |
13F-HR |
5/13/2016, 12:34 PM |
Q4 2015 |
3,585 |
$24.9B |
+$1.3B |
-$921M |
+$377M |
SPY, MMM, USB, XOM, EFA, PG |
13F-HR |
2/10/2016, 04:11 PM |
Q3 2015 |
3,571 |
$23.8B |
+$812M |
-$648M |
+$164M |
SPY, MMM, USB, XOM, EFA, PG |
13F-HR |
11/13/2015, 04:58 PM |
Q2 2015 |
3,557 |
$25.8B |
+$751M |
-$537M |
+$214M |
SPY, MMM, USB, XOM, EFA, AAPL |
13F-HR |
8/10/2015, 05:16 PM |
Q1 2015 |
3,547 |
$26B |
+$941M |
-$559M |
+$381M |
MMM, SPY, USB, XOM, PG, EFA |
13F-HR |
5/8/2015, 03:46 PM |
Q4 2014 |
3,517 |
$25.9B |
+$1.05B |
-$614M |
+$435M |
MMM, SPY, USB, XOM, PG, EFA |
13F-HR |
2/12/2015, 05:13 PM |
Q3 2014 |
3,491 |
$24.7B |
+$526M |
-$564M |
-$37.1M |
SPY, MMM, XOM, USB, PG, EFA |
13F-HR |
11/14/2014, 11:19 AM |
Q2 2014 |
3,478 |
$25.1B |
+$1.03B |
-$680M |
+$353M |
XOM, MMM, SPY, USB, EFA, PG |
13F-HR |
8/13/2014, 08:51 PM |
Q1 2014 |
3,457 |
$24.4B |
+$671M |
-$1.06B |
-$389M |
XOM, MMM, SPY, USB, PG, EFA |
13F-HR |
5/14/2014, 03:56 PM |
Q4 2013 |
3,390 |
$24.7B |
|
|
|
XOM, MMM, SPY, USB, PG, EFA |
13F-HR |
2/13/2014, 03:19 PM |