Q1 2024 |
161 |
$166 M |
+$4.34 M |
-$12.4 M |
-$8.03 M |
EFSC, PEP, MSFT, AAPL, BRKA, AMZN |
13F-HR |
5/14/2024, 09:35 AM |
Q4 2023 |
168 |
$164 M |
+$9.02 M |
-$2.65 M |
+$6.37 M |
EFSC, PEP, MSFT, AAPL, BRKA, AMZN |
13F-HR |
2/9/2024, 04:45 PM |
Q3 2023 |
155 |
$145 M |
+$2.42 M |
-$7.97 M |
-$5.55 M |
EFSC, PEP, MSFT, AAPL, BRKA, GOOGL |
13F-HR |
10/31/2023, 01:18 PM |
Q2 2023 |
161 |
$157 M |
+$5.4 M |
-$7.54 M |
-$2.14 M |
EFSC, PEP, AAPL, MSFT, BRKA, ABBV |
13F-HR |
8/11/2023, 07:07 PM |
Q1 2023 |
159 |
$153 M |
+$10.1 M |
-$3.25 M |
+$6.8 M |
EFSC, PEP, AAPL, MSFT, BRKA, YUM |
13F-HR |
5/15/2023, 05:15 PM |
Q4 2022 |
152 |
$145 M |
+$4.07 M |
-$5.74 M |
-$1.66 M |
EFSC, PEP, MSFT, AAPL, BRKA, YUM |
13F-HR |
2/14/2023, 03:57 PM |
Q3 2022 |
144 |
$134 M |
+$6.21 M |
-$3.11 M |
+$3.09 M |
EFSC, PEP, AAPL, MSFT, BRKA, AMZN |
13F-HR |
11/14/2022, 03:16 PM |
Q2 2022 |
286 |
$513 M |
+$106 M |
-$98 M |
+$7.54 M |
IWB, IWF, IJR, IWD, EFA, EFSC |
13F-HR |
8/9/2022, 01:39 PM |
Q1 2022 |
287 |
$609 M |
+$49.4 M |
-$18.1 M |
+$31.3 M |
IWB, SCHG, SCHD, SCHA, EFA, EFSC |
13F-HR |
5/16/2022, 03:38 PM |
Q4 2021 |
364 |
$652 M |
+$110 M |
-$217 M |
-$108 M |
IWB, SCHG, SCHD, SCHA, EFA, EFSC |
13F-HR |
2/14/2022, 09:44 AM |
Q3 2021 |
405 |
$773 M |
+$183 M |
-$9.58 M |
+$173 M |
IWB, SCHG, EFSC, SCHD, SCHA, EFA |
13F-HR |
11/15/2021, 04:20 PM |
Q2 2021 |
1,327 |
$625 M |
+$60.3 M |
-$18.9 M |
+$41.5 M |
IWB, SCHG, SCHD, SCHA, EFA, SPIB |
13F-HR |
8/16/2021, 04:17 PM |
Q1 2021 |
1,370 |
$561 M |
+$21.2 M |
-$11.3 M |
+$9.97 M |
SCHG, IWB, SCHD, SCHA, EFA, SPIB |
13F-HR |
5/13/2021, 02:25 PM |
Q4 2020 |
1,304 |
$526 M |
+$15.3 M |
-$20.7 M |
-$5.39 M |
SCHG, IWB, SCHD, SCHA, EFA, SPIB |
13F-HR |
2/12/2021, 03:16 PM |
Q3 2020 |
1,264 |
$484 M |
+$48.8 M |
-$48.7 M |
+$73.7 K |
SCHG, IWB, SCHD, SPIB, EFA, SCHA |
13F-HR |
11/13/2020, 02:28 PM |
Q2 2020 |
1,273 |
$464 M |
+$90.1 M |
-$82.9 M |
+$7.23 M |
SCHG, IWB, SPIB, SCHA, SCHD, EFA |
13F-HR |
8/3/2020, 06:37 PM |
Q1 2020 |
1,280 |
$396 M |
+$41.1 M |
-$11.1 M |
+$30 M |
FLRN, SCHG, IWB, USFRXXXX, SCHD, SCHA |
13F-HR |
5/15/2020, 12:11 PM |
Q4 2019 |
1,126 |
$459 M |
+$20.6 M |
-$27.2 M |
-$6.52 M |
SCHG, FLRN, EFSC, SCHD, SCHA, USFRXXXX |
13F-HR |
1/28/2020, 04:19 PM |
Q3 2019 |
1,134 |
$439 M |
+$3.51 M |
-$23.9 M |
-$20.4 M |
SCHG, FLRN, EFSC, SCHA, USFRXXXX, SCHD |
13F-HR |
10/31/2019, 04:44 PM |
Q2 2019 |
1,171 |
$460 M |
+$7.27 M |
-$14.7 M |
-$7.48 M |
SCHG, FLRN, EFSC, SCHA, USFRXXXX, SCHD |
13F-HR |
7/30/2019, 04:04 PM |
Q1 2019 |
1,174 |
$458 M |
+$287 M |
-$4.38 M |
+$282 M |
SCHG, FLRN, EFSC, SCHA, USFRXXXX, SCHD |
13F-HR |
4/26/2019, 05:20 PM |
Q4 2018 |
976 |
$159 M |
+$4.51 M |
-$8.69 M |
-$4.18 M |
EFSC, IVV, PEP, AGG, IVE, ITOT |
13F-HR |
1/25/2019, 03:21 PM |
Q3 2018 |
1,024 |
$191 M |
+$3.61 M |
-$18.3 M |
-$14.7 M |
EFSC, IVV, PEP, AGG, IVE, EFA |
13F-HR |
10/26/2018, 04:34 PM |
Q2 2018 |
953 |
$197 M |
+$6.66 M |
-$6.05 M |
+$619 K |
EFSC, IVV, PEP, AGG, EFA, IVE |
13F-HR |
7/27/2018, 02:56 PM |
Q1 2018 |
939 |
$194 M |
+$3.81 M |
-$9.36 M |
-$5.55 M |
EFSC, IVV, PEP, AGG, EFA, IVE |
13F-HR |
4/27/2018, 05:26 PM |
Q4 2017 |
900 |
$206 M |
+$5.38 M |
-$11.2 M |
-$5.78 M |
EFSC, IVV, PEP, AGG, EFA, IVE |
13F-HR |
1/26/2018, 12:34 PM |
Q3 2017 |
917 |
$202 M |
+$6 M |
-$7.83 M |
-$1.84 M |
EFSC, IVV, PEP, AGG, EFA, IVE |
13F-HR |
10/27/2017, 03:22 PM |
Q2 2017 |
928 |
$200 M |
+$6.92 M |
-$8.93 M |
-$2.01 M |
EFSC, IVV, PEP, AGG, EFA, IVE |
13F-HR |
7/28/2017, 03:18 PM |
Q1 2017 |
1,059 |
$203 M |
+$7.45 M |
-$6.73 M |
+$719 K |
EFSC, IVV, PEP, AGG, EFA, IVE |
13F-HR |
4/27/2017, 02:12 PM |
Q4 2016 |
1,059 |
$199 M |
+$21.1 M |
-$10.2 M |
+$10.9 M |
EFSC, IVV, PEP, AGG, IVE, EFA |
13F-HR |
1/26/2017, 12:47 PM |
Q3 2016 |
998 |
$177 M |
+$6.46 M |
-$4.27 M |
+$2.19 M |
EFSC, IVV, PEP, EFA, IVE, IVW |
13F-HR |
10/28/2016, 11:07 AM |
Q2 2016 |
985 |
$170 M |
+$7.51 M |
-$7.41 M |
+$105 K |
EFSC, IVV, PEP, EFA, IVE, IVW |
13F-HR |
7/29/2016, 09:39 AM |
Q1 2016 |
1,046 |
$166 M |
+$14.5 M |
-$16.3 M |
-$1.81 M |
EFSC, IVV, PEP, EFA, IVE, IVW |
13F-HR |
4/29/2016, 02:07 PM |
Q4 2015 |
1,094 |
$169 M |
+$14.5 M |
-$8.36 M |
+$6.1 M |
EFSC, IVV, EFA, IVE, IVW, PEP |
13F-HR |
1/29/2016, 09:42 AM |
Q3 2015 |
1,084 |
$156 M |
+$5.85 M |
-$6.99 M |
-$1.14 M |
EFSC, IVV, EFA, IVE, IVW, PEP |
13F-HR |
10/29/2015, 02:25 PM |
Q2 2015 |
1,077 |
$169 M |
+$8.32 M |
-$6.13 M |
+$2.18 M |
EFSC, IVV, EFA, IVE, IVW, PEP |
13F-HR |
7/27/2015, 10:02 AM |
Q1 2015 |
1,270 |
$170 M |
+$8.76 M |
-$4.92 M |
+$3.84 M |
EFSC, IVV, EFA, IVE, IVW, PEP |
13F-HR |
4/29/2015, 09:00 AM |
Q4 2014 |
1,291 |
$165 M |
+$8.55 M |
-$6.09 M |
+$2.45 M |
EFSC, IVV, EFA, IVE, IVW, PEP |
13F-HR |
1/23/2015, 07:35 AM |
Q3 2014 |
1,259 |
$158 M |
+$4.67 M |
-$8.18 M |
-$3.51 M |
EFSC, EFA, IVV, IVE, IVW, PEP |
13F-HR |
10/24/2014, 11:14 AM |
Q2 2014 |
1,280 |
$168 M |
+$8.84 M |
-$5.12 M |
+$3.72 M |
EFSC, EFA, IVV, IVE, IVW, PEP |
13F-HR |
7/24/2014, 11:02 AM |
Q1 2014 |
1,321 |
$163 M |
+$6.39 M |
-$15.1 M |
-$8.71 M |
EFSC, EFA, IVV, IVE, IVW, DJP |
13F-HR |
4/24/2014, 01:17 PM |
Q4 2013 |
1,215 |
$172 M |
|
|
|
EFSC, EFA, IVV, IVE, IVW, DJP |
13F-HR |
1/30/2014, 09:39 AM |