Q1 2024 |
3,815 |
$147B |
+$8.32B |
-$4.26B |
+$4.06B |
VOO, AGG, MSFT, AAPL, AMZN, NVDA |
13F-HR |
4/22/2024, 11:03 AM |
Q4 2023 |
3,763 |
$134B |
+$5.99B |
-$3.27B |
+$2.71B |
VOO, AGG, MSFT, AAPL, IEFA, AMZN |
13F-HR |
1/16/2024, 01:42 PM |
Q3 2023 |
3,741 |
$119B |
+$4.81B |
-$2.47B |
+$2.34B |
VOO, AGG, MSFT, AAPL, IEFA, AMZN |
13F-HR |
10/24/2023, 10:17 AM |
Q2 2023 |
3,768 |
$121B |
+$4.43B |
-$4.2B |
+$234M |
VOO, AGG, AAPL, MSFT, IEFA, AMZN |
13F-HR |
7/25/2023, 02:41 PM |
Q1 2023 |
3,869 |
$115B |
+$5.57B |
-$3.96B |
+$1.61B |
VOO, AGG, AAPL, MSFT, IEFA, USMV |
13F-HR |
4/14/2023, 03:18 PM |
Q4 2022 |
3,913 |
$109B |
+$5.34B |
-$2.85B |
+$2.49B |
VOO, AGG, MSFT, AAPL, USMV, IEFA |
13F-HR |
2/8/2023, 04:01 PM |
Q3 2022 |
3,936 |
$98.8B |
+$7.14B |
-$2.91B |
+$4.23B |
VOO, AGG, AAPL, MSFT, USMV, IEFA |
13F-HR |
10/25/2022, 10:30 AM |
Q2 2022 |
4,017 |
$102B |
+$6.53B |
-$4.38B |
+$2.15B |
VOO, AGG, MSFT, AAPL, USMV, IEFA |
13F-HR |
8/12/2022, 11:32 AM |
Q1 2022 |
4,112 |
$119B |
+$6.18B |
-$4.76B |
+$1.41B |
VOO, AGG, AAPL, MSFT, USMV, IEFA |
13F-HR |
5/11/2022, 11:03 AM |
Q4 2021 |
4,128 |
$124B |
+$6.35B |
-$1.84B |
+$4.51B |
VOO, AGG, AAPL, MSFT, USMV, IEFA |
13F-HR |
2/8/2022, 01:46 PM |
Q3 2021 |
4,105 |
$111B |
+$6.12B |
-$2.78B |
+$3.34B |
VOO, AGG, MSFT, AAPL, IEFA, USMV |
13F-HR |
11/2/2021, 02:16 PM |
Q2 2021 |
4,080 |
$110B |
+$7.35B |
-$2.19B |
+$5.16B |
VOO, AGG, MSFT, AAPL, IEFA, USMV |
13F-HR |
8/11/2021, 11:42 AM |
Q1 2021 |
3,987 |
$99.1B |
+$7.69B |
-$4.24B |
+$3.45B |
VOO, AGG, AAPL, MSFT, IEFA, USMV |
13F-HR |
5/14/2021, 10:28 AM |
Q4 2020 |
3,754 |
$91.2B |
+$5.39B |
-$2.52B |
+$2.86B |
VOO, AGG, AAPL, MSFT, IEFA, USMV |
13F-HR |
2/12/2021, 01:18 PM |
Q3 2020 |
3,581 |
$80B |
+$4.99B |
-$2.74B |
+$2.25B |
VOO, AGG, AAPL, MSFT, IEFA, USMV |
13F-HR |
11/4/2020, 08:46 AM |
Q2 2020 |
3,513 |
$74.6B |
+$5.48B |
-$4.07B |
+$1.41B |
VOO, AGG, MSFT, AAPL, IEFA, USMV |
13F-HR |
7/28/2020, 11:58 AM |
Q1 2020 |
3,492 |
$63B |
+$4.03B |
-$3.52B |
+$502M |
AGG, VOO, IEFA, MSFT, AAPL, USMV |
13F-HR |
4/21/2020, 03:36 PM |
Q4 2019 |
3,659 |
$78.8B |
+$5.46B |
-$2.68B |
+$2.79B |
VOO, AGG, IEFA, MSFT, AAPL, USMV |
13F-HR |
2/12/2020, 11:21 AM |
Q3 2019 |
3,603 |
$71.7B |
+$4.61B |
-$2.39B |
+$2.21B |
VOO, AGG, IEFA, USMV, MSFT, AAPL |
13F-HR |
11/7/2019, 08:58 AM |
Q2 2019 |
3,625 |
$69.4B |
+$4.2B |
-$2.11B |
+$2.1B |
VOO, AGG, IEFA, USMV, MSFT, AAPL |
13F-HR |
8/6/2019, 10:35 AM |
Q1 2019 |
3,611 |
$65.8B |
+$5.28B |
-$3.22B |
+$2.06B |
VOO, AGG, IEFA, USMV, MSFT, AAPL |
13F-HR |
5/6/2019, 05:13 PM |
Q4 2018 |
3,534 |
$57.4B |
+$4.48B |
-$2.77B |
+$1.7B |
VOO, AGG, IEFA, MSFT, SPY, AAPL |
13F-HR |
2/11/2019, 03:39 PM |
Q3 2018 |
3,635 |
$64.7B |
+$4.12B |
-$1.58B |
+$2.54B |
VOO, IEFA, AGG, AAPL, MSFT, USMV |
13F-HR |
11/14/2018, 02:15 PM |
Q2 2018 |
3,581 |
$59.5B |
+$5.91B |
-$1.64B |
+$4.27B |
VOO, IEFA, AGG, AAPL, MSFT, USMV |
13F-HR |
8/13/2018, 06:42 PM |
Q1 2018 |
3,461 |
$55.7B |
+$4.4B |
-$1.78B |
+$2.63B |
VOO, IEFA, AGG, AAPL, MSFT, USMV |
13F-HR |
5/14/2018, 02:23 PM |
Q4 2017 |
3,419 |
$54.4B |
+$4.37B |
-$1.94B |
+$2.43B |
VOO, IEFA, AGG, AAPL, MSFT, SPY |
13F-HR |
2/14/2018, 05:14 PM |
Q3 2017 |
3,397 |
$49.9B |
+$3.57B |
-$1.16B |
+$2.41B |
VOO, AGG, IEFA, AAPL, MSFT, IWF |
13F-HR |
11/13/2017, 09:53 AM |
Q2 2017 |
3,334 |
$46.3B |
+$3.93B |
-$1.28B |
+$2.64B |
VOO, AGG, IEFA, AAPL, MSFT, IWF |
13F-HR |
8/14/2017, 01:19 PM |
Q1 2017 |
3,291 |
$43.1B |
+$6.34B |
-$3.84B |
+$2.49B |
VOO, AGG, IEFA, AAPL, MSFT, IWF |
13F-HR |
5/15/2017, 03:44 PM |
Q4 2016 |
3,239 |
$39.2B |
+$4.02B |
-$1.78B |
+$2.24B |
AGG, IWD, IWF, EFA, VOO, AAPL |
13F-HR |
2/14/2017, 09:00 AM |
Q3 2016 |
3,213 |
$36.7B |
+$5.36B |
-$1.07B |
+$4.28B |
AGG, IWF, IWD, EFA, VOO, AAPL |
13F-HR |
11/14/2016, 01:53 PM |
Q2 2016 |
3,012 |
$31.9B |
+$3.03B |
-$1.02B |
+$2.01B |
AGG, IWD, IWF, EFA, VOO, VZ |
13F-HR |
8/11/2016, 03:33 PM |
Q1 2016 |
2,927 |
$29.6B |
+$3.63B |
-$1.99B |
+$1.64B |
AGG, IWF, IWD, EFA, AAPL, MSFT |
13F-HR |
5/12/2016, 04:40 PM |
Q4 2015 |
2,324 |
$27.9B |
+$4.03B |
-$997M |
+$3.04B |
AGG, IWF, IWD, EFA, SPY, AAPL |
13F-HR |
2/16/2016, 03:29 PM |
Q3 2015 |
2,259 |
$24.5B |
+$2.55B |
-$1.34B |
+$1.21B |
AGG, IWF, IWD, EFA, AAPL, MSFT |
13F-HR |
11/13/2015, 03:17 PM |
Q2 2015 |
2,377 |
$26.1B |
+$4.55B |
-$510M |
+$4.04B |
IWF, IWD, AGG, EFA, AAPL, VZ |
13F-HR |
8/13/2015, 04:34 PM |
Q1 2015 |
2,327 |
$22.8B |
+$3.14B |
-$682M |
+$2.46B |
IWF, IWD, AGG, EFA, AAPL, VZ |
13F-HR |
4/28/2015, 01:44 PM |
Q4 2014 |
2,221 |
$20.5B |
+$3.69B |
-$554M |
+$3.13B |
IWF, IWD, EFA, AGG, AAPL, MDY |
13F-HR |
2/11/2015, 01:26 PM |
Q3 2014 |
2,154 |
$17.4B |
+$2.31B |
-$565M |
+$1.74B |
IWF, IWD, EFA, AGG, AAPL, MDY |
13F-HR |
11/14/2014, 11:04 AM |
Q2 2014 |
2,167 |
$16.2B |
+$1.93B |
-$507M |
+$1.42B |
IWF, IWD, EFA, AGG, AAPL, MDY |
13F-HR |
8/13/2014, 12:24 PM |
Q1 2014 |
2,069 |
$14.6B |
+$1.81B |
-$508M |
+$1.3B |
IWF, IWD, EFA, AGG, MDY, AAPL |
13F-HR |
5/13/2014, 11:01 AM |
Q4 2013 |
1,958 |
$13.3B |
|
|
|
IWF, IWD, EFA, AGG, AAPL, MDY |
13F-HR |
2/13/2014, 12:38 PM |