Q1 2024 |
2,592 |
$65.9B |
+$3.32B |
-$4.41B |
-$1.09B |
IVV, MSFT, SPY, GOVT, RSP, AAPL |
13F-HR |
5/10/2024, 05:33 PM |
Q4 2023 |
2,620 |
$62.8B |
+$2.6B |
-$5.48B |
-$2.88B |
IVV, MSFT, SPY, AAPL, GOVT, RSP |
13F-HR |
2/2/2024, 05:28 PM |
Q3 2023 |
2,559 |
$59.8B |
+$3.58B |
-$1.53B |
+$2.05B |
IVV, MSFT, SPY, AAPL, GOVT, RSP |
13F-HR |
11/14/2023, 05:24 PM |
Q2 2023 |
2,548 |
$60B |
+$2.73B |
-$3.34B |
-$612M |
IVV, MSFT, SPY, AAPL, GOVT, RSP |
13F-HR |
8/1/2023, 12:15 PM |
Q1 2023 |
2,562 |
$58.1B |
+$3.26B |
-$3.66B |
-$405M |
IVV, MSFT, SPY, GOVT, AAPL, KO |
13F-HR |
5/5/2023, 04:04 PM |
Q4 2022 |
2,554 |
$56.9B |
+$3.27B |
-$2.7B |
+$564M |
IVV, SPY, MSFT, KO, GOVT, AAPL |
13F-HR |
2/17/2023, 03:25 PM |
Q3 2022 |
2,509 |
$52.1B |
+$4.26B |
-$2.45B |
+$1.81B |
IVV, SPY, MSFT, AAPL, KO, GOVT |
13F-HR |
10/26/2022, 01:44 PM |
Q2 2022 |
2,625 |
$54.5B |
+$3.95B |
-$3.31B |
+$642M |
IVV, SPY, MSFT, KO, AAPL, GOVT |
13F-HR |
7/22/2022, 10:43 AM |
Q1 2022 |
2,668 |
$63.3B |
+$4.34B |
-$3.29B |
+$1.05B |
IVV, MSFT, SPY, AAPL, KO, GOVT |
13F-HR |
4/22/2022, 02:51 PM |
Q4 2021 |
2,731 |
$65.6B |
+$2.33B |
-$1.97B |
+$364M |
IVV, MSFT, SPY, AAPL, KO, HD |
13F-HR |
2/14/2022, 01:46 PM |
Q3 2021 |
2,692 |
$60.9B |
+$2.85B |
-$2.12B |
+$730M |
IVV, MSFT, SPY, AAPL, KO, CCL |
13F-HR |
11/5/2021, 03:02 PM |
Q2 2021 |
2,699 |
$61.2B |
+$3B |
-$2.39B |
+$618M |
IVV, MSFT, SPY, AAPL, KO, CCL |
13F-HR |
8/13/2021, 06:08 PM |
Q1 2021 |
2,617 |
$57.5B |
+$4.74B |
-$2.59B |
+$2.15B |
IVV, SPY, MSFT, KO, AAPL, CCL |
13F-HR |
5/14/2021, 05:41 PM |
Q4 2020 |
2,538 |
$52.3B |
+$4.24B |
-$2.85B |
+$1.39B |
IVV, SPY, AAPL, MSFT, KO, CCL |
RESTATEMENT |
11/19/2021, 09:32 AM |
Q3 2020 |
2,432 |
$45.8B |
+$2.63B |
-$3.33B |
-$703M |
IVV, SPY, MSFT, AAPL, KO, GOVT |
RESTATEMENT |
11/5/2021, 02:15 PM |
Q2 2020 |
2,401 |
$44.5B |
+$3.21B |
-$2.81B |
+$400M |
IVV, MSFT, SPY, KO, AAPL, GOVT |
RESTATEMENT |
11/16/2021, 04:27 PM |
Q1 2020 |
2,366 |
$38B |
+$2.96B |
-$2.17B |
+$785M |
IVV, SPY, MSFT, KO, AAPL, GOVT |
RESTATEMENT |
11/5/2021, 11:55 AM |
Q4 2019 |
2,487 |
$49.2B |
+$43.2B |
-$53.8M |
+$43.1B |
CCL, IVV, KO, SPY, MSFT, AAPL |
RESTATEMENT |
11/16/2021, 02:59 PM |
Q3 2019 |
776 |
$5.83B |
+$199M |
-$161M |
+$37.9M |
EFA, BBT, SPY, MSFT, IJH, IJR |
13F-HR |
10/31/2019, 12:15 PM |
Q2 2019 |
772 |
$5.77B |
+$189M |
-$154M |
+$34.8M |
EFA, BBT, SPY, MSFT, IJH, IWR |
13F-HR |
7/24/2019, 12:47 PM |
Q1 2019 |
765 |
$5.6B |
+$311M |
-$168M |
+$142M |
EFA, BBT, SPY, IJH, IWR, MSFT |
13F-HR |
4/23/2019, 09:20 AM |
Q4 2018 |
756 |
$4.88B |
+$352M |
-$199M |
+$153M |
EFA, BBT, SPY, MSFT, IWR, IJH |
13F-HR |
1/22/2019, 12:05 PM |
Q3 2018 |
774 |
$5.56B |
+$258M |
-$174M |
+$83.3M |
EFA, BBT, SPY, MSFT, IWR, IWF |
13F-HR |
10/17/2018, 01:49 PM |
Q2 2018 |
755 |
$5.26B |
+$142M |
-$168M |
-$25.5M |
BBT, EFA, SPY, MSFT, IWR, IWF |
13F-HR |
7/26/2018, 01:15 PM |
Q1 2018 |
753 |
$5.24B |
+$188M |
-$177M |
+$10.5M |
BBT, EFA, SPY, MSFT, IWR, IWF |
13F-HR |
4/20/2018, 11:22 AM |
Q4 2017 |
790 |
$5.35B |
+$155M |
-$207M |
-$52.2M |
BBT, EFA, SPY, IWF, MSFT, IWR |
13F-HR |
1/29/2018, 08:46 AM |
Q3 2017 |
798 |
$5.15B |
+$176M |
-$242M |
-$65.6M |
BBT, EFA, SPY, IWF, MSFT, IWR |
13F-HR |
10/23/2017, 10:39 AM |
Q2 2017 |
785 |
$5.04B |
+$202M |
-$211M |
-$8.72M |
BBT, EFA, SPY, IWF, MSFT, JNJ |
13F-HR |
7/20/2017, 08:54 AM |
Q1 2017 |
818 |
$4.98B |
+$281M |
-$326M |
-$45.8M |
BBT, EFA, IWF, AAPL, SPY, MSFT |
13F-HR |
4/28/2017, 02:04 PM |
Q4 2016 |
834 |
$4.89B |
+$212M |
-$300M |
-$88.1M |
BBT, EFA, XOM, IWF, MSFT, JNJ |
13F-HR |
2/2/2017, 01:02 PM |
Q3 2016 |
834 |
$4.87B |
+$177M |
-$156M |
+$20.6M |
BBT, EFA, XOM, IWF, JNJ, MSFT |
13F-HR |
11/1/2016, 03:03 PM |
Q2 2016 |
853 |
$4.76B |
+$1.07B |
-$199M |
+$874M |
BBT, EFA, XOM, JNJ, IWF, MSFT |
13F-HR |
8/1/2016, 10:52 AM |
Q1 2016 |
793 |
$3.87B |
+$225M |
-$243M |
-$17.6M |
BBT, EFA, IWF, XOM, IWR, GEXXXX |
13F-HR |
5/5/2016, 02:04 PM |
Q4 2015 |
779 |
$3.86B |
+$224M |
-$315M |
-$90.3M |
BBT, EFA, IWF, XOM, GEXXXX, PG |
13F-HR |
1/28/2016, 02:46 PM |
Q3 2015 |
821 |
$3.85B |
+$635M |
-$117M |
+$518M |
BBT, EFA, IWF, XOM, GEXXXX, AAPL |
13F-HR |
11/4/2015, 10:18 AM |
Q2 2015 |
820 |
$3.7B |
+$363M |
-$97.4M |
+$265M |
BBT, EFA, IWF, SPY, AAPL, XOM |
13F-HR |
7/29/2015, 09:05 AM |
Q1 2015 |
793 |
$3.48B |
+$220M |
-$149M |
+$71.1M |
BBT, EFA, IWF, SPY, AAPL, XOM |
13F-HR |
4/23/2015, 04:19 PM |
Q4 2014 |
791 |
$3.41B |
+$210M |
-$124M |
+$85.6M |
BBT, EFA, IWF, SPY, AAPL, XOM |
13F-HR |
1/26/2015, 02:43 PM |
Q3 2014 |
756 |
$3.31B |
+$224M |
-$142M |
+$82.9M |
BBT, EFA, IWF, XOM, SPY, AAPL |
13F-HR |
10/21/2014, 12:15 PM |
Q2 2014 |
781 |
$3.34B |
+$233M |
-$110M |
+$123M |
BBT, EFA, IWF, XOM, SPY, AAPL |
13F-HR |
7/21/2014, 01:05 PM |
Q1 2014 |
788 |
$3.17B |
+$207M |
-$141M |
+$65.9M |
BBT, EFA, IWF, XOM, SPY, QCOM |
13F-HR |
4/28/2014, 10:19 AM |
Q4 2013 |
775 |
$3.1B |
|
|
|
BBT, EFA, IWF, XOM, SPY, AAPL |
13F-HR |
1/27/2014, 09:03 AM |