| Q1 2024 |
4,783 |
$186B |
+$18.6B |
-$6.31B |
+$12.3B |
IVV, SPY, QQQ, VTI, AAPL, MSFT |
13F-HR |
5/10/2024, 01:54 PM |
| Q4 2023 |
4,718 |
$165B |
+$12B |
-$3.35B |
+$8.64B |
IVV, SPY, QQQ, VTI, AAPL, BND |
13F-HR |
2/14/2024, 10:26 AM |
| Q3 2023 |
4,602 |
$143B |
+$11.2B |
-$2.72B |
+$8.49B |
IVV, SPY, VTI, QQQ, AAPL, BND |
13F-HR |
11/13/2023, 11:57 AM |
| Q2 2023 |
4,530 |
$140B |
+$8.56B |
-$2.82B |
+$5.74B |
IVV, SPY, VTI, AAPL, QQQ, BND |
13F-HR |
7/31/2023, 02:33 PM |
| Q1 2023 |
4,482 |
$128B |
+$11.4B |
-$5.08B |
+$6.29B |
IVV, VTI, SPY, AAPL, BND, QQQ |
13F-HR |
5/10/2023, 11:57 AM |
| Q4 2022 |
4,451 |
$117B |
+$9.52B |
-$2.98B |
+$6.54B |
IVV, VTI, SPY, BND, AAPL, IJH |
13F-HR |
2/7/2023, 10:50 AM |
| Q3 2022 |
4,415 |
$104B |
+$8.62B |
-$3.34B |
+$5.27B |
IVV, VTI, BND, AAPL, SPY, QQQ |
13F-HR |
11/14/2022, 08:38 AM |
| Q2 2022 |
4,416 |
$105B |
+$9.58B |
-$3.07B |
+$6.51B |
IVV, VTI, BND, SPY, AAPL, QQQ |
13F-HR |
8/12/2022, 04:26 PM |
| Q1 2022 |
4,174 |
$116B |
+$10.5B |
-$5.49B |
+$5B |
IVV, VTI, BND, AAPL, QQQ, SPY |
13F-HR |
5/16/2022, 02:29 PM |
| Q4 2021 |
4,335 |
$119B |
+$8.51B |
-$1.88B |
+$6.63B |
QQQ, IVV, BND, AAPL, SPY, VTI |
13F-HR |
2/14/2022, 12:56 PM |
| Q3 2021 |
4,319 |
$106B |
+$11B |
-$1.5B |
+$9.49B |
BND, QQQ, IVV, SPY, VTI, AAPL |
13F-HR |
11/15/2021, 12:22 PM |
| Q2 2021 |
4,218 |
$98.9B |
+$9.59B |
-$2.12B |
+$7.47B |
BND, QQQ, VTI, IVV, SPY, AAPL |
13F-HR |
8/13/2021, 11:13 AM |
| Q1 2021 |
4,071 |
$87B |
+$9.35B |
-$2.47B |
+$6.88B |
BND, QQQ, VTI, IVV, SPY, AAPL |
13F-HR |
5/14/2021, 10:37 AM |
| Q4 2020 |
3,805 |
$77.2B |
+$9.15B |
-$2.12B |
+$7.03B |
QQQ, BND, IVV, VTI, AAPL, SPY |
13F-HR |
2/12/2021, 02:28 PM |
| Q3 2020 |
3,545 |
$64B |
+$5.63B |
-$1.64B |
+$3.99B |
QQQ, BND, VTI, IVV, SPY, AAPL |
13F-HR |
11/9/2020, 12:26 PM |
| Q2 2020 |
3,458 |
$57.4B |
+$5.95B |
-$2.38B |
+$3.57B |
BND, VTI, QQQ, IVV, SPY, VCIT |
13F-HR |
8/13/2020, 04:10 PM |
| Q1 2020 |
3,202 |
$46.4B |
+$3.34B |
-$1.95B |
+$1.39B |
BND, VTI, IVV, SPY, VCIT, QQQ |
13F-HR |
5/14/2020, 02:44 PM |
| Q4 2019 |
3,341 |
$55B |
+$4.03B |
-$947M |
+$3.09B |
VTI, BND, IVV, IJH, QQQ, USMV |
13F-HR |
2/14/2020, 02:29 PM |
| Q3 2019 |
3,286 |
$49.1B |
+$4.18B |
-$2.14B |
+$2.03B |
VTI, BND, IVV, IJH, USMV, VCIT |
13F-HR |
11/13/2019, 02:48 PM |
| Q2 2019 |
3,275 |
$46.9B |
+$3.31B |
-$1.23B |
+$2.09B |
VTI, BND, IJH, IVV, SPY, IEMG |
13F-HR |
8/9/2019, 01:02 PM |
| Q1 2019 |
3,182 |
$44B |
+$3.5B |
-$1.16B |
+$2.35B |
VTI, BND, IJH, IVV, IEMG, SPY |
13F-HR |
5/8/2019, 11:50 AM |
| Q4 2018 |
3,068 |
$37.6B |
+$2.68B |
-$1.31B |
+$1.36B |
VTI, IVV, BND, IJH, SPY, VCIT |
13F-HR |
2/7/2019, 01:55 PM |
| Q3 2018 |
3,226 |
$41.7B |
+$2.99B |
-$818M |
+$2.17B |
VTI, IJH, IVV, BND, QQQ, SPY |
13F-HR |
11/14/2018, 11:43 AM |
| Q2 2018 |
3,206 |
$38.1B |
+$4.55B |
-$1.18B |
+$3.37B |
VTI, IJH, IVV, BND, QQQ, IEMG |
13F-HR |
8/14/2018, 03:57 PM |
| Q1 2018 |
3,175 |
$36.3B |
+$4.78B |
-$819M |
+$3.96B |
VTI, IJH, IVV, BND, SPY, IEMG |
13F-HR |
5/15/2018, 05:07 PM |
| Q4 2017 |
3,019 |
$32.9B |
+$4.11B |
-$558M |
+$3.55B |
VTI, BND, IJH, IVV, SPY, QQQXXXX |
13F-HR |
2/14/2018, 05:18 PM |
| Q3 2017 |
2,861 |
$28.3B |
+$1.99B |
-$858M |
+$1.13B |
VTI, BND, IVV, IJH, SPY, QQQXXXX |
13F-HR |
11/14/2017, 11:11 AM |
| Q2 2017 |
2,794 |
$26.4B |
+$12.6B |
-$1.08B |
+$11.5B |
VTI, BND, SPY, IVV, IJH, QQQXXXX |
13F-HR |
8/14/2017, 02:49 PM |
| Q1 2017 |
2,699 |
$14.7B |
+$2.23B |
-$732M |
+$1.49B |
VTI, SPY, IWF, VCIT, IJR, VOO |
13F-HR |
5/15/2017, 01:00 PM |
| Q4 2016 |
2,678 |
$13.1B |
+$3.54B |
-$961M |
+$2.58B |
VTI, SPY, IWF, MDY, IJR, VOO |
13F-HR |
2/13/2017, 02:51 PM |
| Q3 2016 |
2,629 |
$10.5B |
+$1.22B |
-$1.06B |
+$154M |
SPY, MDY, VOO, PFF, VIG, IWB |
13F-HR |
11/16/2016, 08:34 AM |
| Q2 2016 |
2,617 |
$11.8B |
+$515M |
-$24.4B |
-$23.9B |
VTI, SPY, IWF, MDY, VOO, IWB |
13F-HR |
8/15/2016, 12:14 PM |
| Q1 2016 |
3,100 |
$35.9B |
+$3.53B |
-$3.82B |
-$289M |
VTI, BND, SPY, QQQXXXX, AGG, IWF |
13F-HR |
5/16/2016, 01:33 PM |
| Q4 2015 |
3,160 |
$36.1B |
+$18.3B |
-$137M |
+$18.2B |
VTI, QQQXXXX, SPY, AGG, BND, MBB |
13F-HR |
2/12/2016, 10:33 AM |
| Q3 2015 |
2,786 |
$18.2B |
+$1.37B |
-$1.74B |
-$366M |
VTI, QQQXXXX, SPY, MDY, MBB, IWF |
13F-HR |
11/13/2015, 09:57 AM |
| Q2 2015 |
2,871 |
$19.7B |
+$1.69B |
-$1.16B |
+$532M |
VTI, SPY, MDY, QQQXXXX, IWF, AAPL |
13F-HR |
8/14/2015, 11:55 AM |
| Q1 2015 |
2,780 |
$19.6B |
+$2.45B |
-$1.26B |
+$1.18B |
VTI, SPY, QQQXXXX, MDY, IWM, IWF |
13F-HR |
5/14/2015, 11:10 AM |
| Q4 2014 |
2,722 |
$18.3B |
+$2.13B |
-$982M |
+$1.14B |
SPY, VTI, QQQXXXX, MDY, IWF, AAPL |
13F-HR |
2/13/2015, 02:26 PM |
| Q3 2014 |
2,696 |
$16.8B |
+$1.6B |
-$1.38B |
+$221M |
VTI, SPY, QQQXXXX, MDY, PKWXXXX, IWF |
13F-HR |
11/10/2014, 11:37 AM |
| Q2 2014 |
2,677 |
$17.2B |
+$1.69B |
-$1.16B |
+$534M |
MDY, VTI, SPY, QQQXXXX, PKWXXXX, JNKXXXX |
RESTATEMENT |
8/5/2014, 12:34 PM |
| Q1 2014 |
2,636 |
$16.3B |
+$1.45B |
-$1.27B |
+$186M |
VTI, MDY, QQQXXXX, SPY, PKWXXXX, IJR |
13F-HR |
5/12/2014, 04:06 PM |
| Q4 2013 |
2,644 |
$16B |
|
|
|
MDY, VTI, QQQXXXX, SPY, EFA, PKWXXXX |
13F-HR |
2/13/2014, 12:50 PM |