Q1 2024 |
2,103 |
$23.8B |
+$1.79B |
-$4.77B |
-$2.98B |
AAPL, VTV, VEA, BIL, IEF, IBTE |
13F-HR |
5/15/2024, 04:52 PM |
Q4 2023 |
2,649 |
$29B |
+$2.67B |
-$2.27B |
+$393M |
IVV, AAPL, MSFT, VTV, BIL, VEA |
13F-HR |
2/14/2024, 12:40 PM |
Q3 2023 |
2,515 |
$22.3B |
+$1.97B |
-$593M |
+$1.38B |
IVV, BIL, VTV, VEA, IBTD, IBTE |
13F-HR |
11/14/2023, 06:19 PM |
Q2 2023 |
2,517 |
$25.4B |
+$2.36B |
-$834M |
+$1.52B |
AAPL, IVV, BIL, VTV, MSFT, VEA |
13F-HR |
8/14/2023, 05:55 PM |
Q1 2023 |
2,310 |
$22.8B |
+$2.92B |
-$697M |
+$2.22B |
IVV, AAPL, BIL, VTV, MSFT, VEA |
13F-HR |
5/15/2023, 04:37 PM |
Q4 2022 |
2,050 |
$19.9B |
+$3.02B |
-$1.58B |
+$1.44B |
IVV, AAPL, BIL, VTV, MSFT, USMV |
13F-HR |
2/15/2023, 05:16 AM |
Q3 2022 |
2,064 |
$17.2B |
+$3.78B |
-$759M |
+$3.02B |
AAPL, IVV, SHY, IEF, VTV, MSFT |
13F-HR |
11/16/2022, 09:12 AM |
Q2 2022 |
4,909 |
$15.5B |
+$2.87B |
-$473M |
+$2.39B |
IVV, AAPL, SHY, MSFT, VTV, IEF |
RESTATEMENT |
8/22/2022, 09:10 PM |
Q1 2022 |
4,892 |
$15.4B |
+$2.38B |
-$807M |
+$1.57B |
AAPL, IVV, MSFT, VTV, SHY, EMR |
13F-HR |
5/16/2022, 05:31 PM |
Q4 2021 |
4,748 |
$14.6B |
+$2.05B |
-$440M |
+$1.61B |
AAPL, IVV, MSFT, VTV, SPY, EMR |
13F-HR |
2/11/2022, 07:42 PM |
Q3 2021 |
4,618 |
$12B |
+$1.75B |
-$366M |
+$1.39B |
AAPL, IVV, MSFT, VTV, EMR, SPY |
13F-HR |
11/15/2021, 04:36 PM |
Q2 2021 |
4,510 |
$10.7B |
+$1.37B |
-$407M |
+$967M |
AAPL, IVV, MSFT, EMR, VTV, SPY |
13F-HR |
8/16/2021, 08:03 AM |
Q1 2021 |
4,360 |
$9.24B |
+$1.71B |
-$522M |
+$1.19B |
AAPL, MSFT, EMR, IVV, SPY, VTV |
13F-HR |
5/17/2021, 10:50 AM |
Q4 2020 |
3,391 |
$7.55B |
+$1.1B |
-$230M |
+$867M |
AAPL, MSFT, EMR, SPY, XLK, IVV |
13F-HR |
2/16/2021, 02:37 PM |
Q3 2020 |
3,034 |
$6.03B |
+$592M |
-$843M |
-$250M |
AAPL, MSFT, EMR, SPY, AMZN, XLK |
13F-HR |
11/16/2020, 06:00 PM |
Q2 2020 |
2,841 |
$6.07B |
+$1.17B |
-$649M |
+$518M |
MSFT, AAPL, SPY, EMR, AMZN, IVV |
13F-HR |
8/14/2020, 04:54 PM |
Q1 2020 |
1,382 |
$4.54B |
+$350M |
-$483M |
-$133M |
SPY, EMR, MSFT, AAPL, IJR, IVV |
13F-HR |
5/15/2020, 04:31 PM |
Q4 2019 |
1,008 |
$6.34B |
+$3.5B |
-$144M |
+$3.35B |
SPY, EMR, IJR, AAPL, MSFT, IVV |
13F-HR |
2/14/2020, 03:51 PM |
Q3 2019 |
1,918 |
$2.85B |
+$207M |
-$82.5M |
+$125M |
SPY, IVV, VUG, AAPL, VTV, VIG |
13F-HR |
11/14/2019, 02:09 PM |
Q2 2019 |
1,918 |
$2.7B |
+$282M |
-$105M |
+$177M |
SPY, IVV, VUG, VTV, AAPL, DON |
13F-HR |
8/13/2019, 12:44 PM |
Q1 2019 |
1,797 |
$2.46B |
+$620M |
-$225M |
+$395M |
SPY, IVV, VUG, VTV, AGG, DON |
13F-HR |
5/15/2019, 04:03 PM |
Q4 2018 |
1,581 |
$1.86B |
+$244M |
-$314M |
-$69.9M |
SPY, VOO, IVV, EFA, MDY, AAPL |
13F-HR |
2/13/2019, 03:34 PM |
Q3 2018 |
1,552 |
$2.24B |
+$381M |
-$42.6M |
+$338M |
SPY, MDY, EFA, IVV, VWO, AAPL |
13F-HR |
11/15/2018, 04:23 PM |
Q2 2018 |
1,499 |
$1.8B |
+$182M |
-$37.5M |
+$144M |
SPY, MDY, EFA, IVV, VWO, AGG |
13F-HR |
8/13/2018, 09:38 AM |
Q1 2018 |
1,322 |
$1.62B |
+$129M |
-$101M |
+$28.2M |
SPY, EFA, MDY, IVV, VWO, AGG |
13F-HR |
5/15/2018, 11:43 AM |
Q4 2017 |
1,248 |
$1.65B |
+$391M |
-$76.1M |
+$315M |
SPY, EFA, MDY, IVV, VWO, AGG |
13F-HR |
2/14/2018, 04:09 PM |
Q3 2017 |
557 |
$1.32B |
|
|
|
SPY, EFA, MDY, IVV, VWO, AGG |
NEW HOLDINGS |
2/16/2018, 04:16 PM |
Q3 2017 |
581 |
$1.32B |
+$515M |
-$45M |
+$470M |
SPY, EFA, MDY, IVV, VWO, AGG |
13F-HR |
11/13/2017, 08:58 AM |
Q2 2017 |
267 |
$800M |
+$70.9M |
-$282M |
-$211M |
SPY, EFA, IVV, IYR, AGG, VWO |
RESTATEMENT |
11/9/2017, 05:03 PM |
Q1 2017 |
94 |
$985M |
+$97.9M |
-$228M |
-$130M |
SPY, EFA, IVV, MDY, IYR, VWO |
13F-HR |
5/11/2017, 06:35 PM |
Q4 2016 |
190 |
$1.1B |
+$272M |
-$96.6M |
+$175M |
SPY, EFA, IVV, IYR, MDY, VWO |
13F-HR |
2/14/2017, 01:18 PM |
Q3 2016 |
98 |
$891M |
+$133M |
-$142M |
-$9.28M |
SPY, EFA, IYR, AGG, VWO, MDY |
13F-HR |
11/14/2016, 09:29 AM |
Q2 2016 |
77 |
$903M |
+$91.7M |
-$3.79M |
+$87.9M |
SPY, EFA, IVV, AGG, VWO, MDY |
13F-HR |
8/8/2016, 03:59 PM |
Q1 2016 |
221 |
$945M |
+$279M |
-$272M |
+$6.64M |
SPY, EFA, IVV, IYR, AGG, IWV |
13F-HR |
5/12/2016, 05:04 PM |
Q4 2015 |
208 |
$936M |
+$197M |
-$37.6M |
+$160M |
SPY, EFA, IVV, IYR, VEA, MDY |
13F-HR |
2/8/2016, 02:38 PM |
Q3 2015 |
185 |
$744M |
+$158M |
-$2.77M |
+$155M |
SPY, EFA, IVV, IYR, MDY, IWM |
13F-HR |
11/12/2015, 05:39 PM |
Q2 2015 |
167 |
$636M |
+$180M |
-$84.4M |
+$95.6M |
SPY, EFA, IVV, IYR, MDY, IWM |
RESTATEMENT |
8/14/2015, 04:34 PM |
Q1 2015 |
184 |
$551M |
+$127M |
-$88.4M |
+$38.2M |
SPY, IVV, IYR, VEU, TLT, EFA |
13F-HR |
5/13/2015, 08:57 AM |
Q4 2014 |
163 |
$517M |
+$159M |
-$13.8M |
+$145M |
SPY, IVV, EFA, IYR, TLT, VEU |
13F-HR |
2/4/2015, 08:24 AM |
Q3 2014 |
47 |
$361M |
+$5.95M |
-$62.6M |
-$56.7M |
SPY, EFA, IVV, IYR, IWV, AGG |
13F-HR |
11/7/2014, 08:05 AM |
Q2 2014 |
156 |
$437M |
+$33.7M |
-$89.5M |
-$55.8M |
SPY, EFA, IVV, IYR, VIG, IWV |
13F-HR |
8/11/2014, 06:51 PM |
Q1 2014 |
183 |
$484M |
+$50.8M |
-$145M |
-$94.4M |
SPY, EFA, IVV, IYR, IWV, AGG |
13F-HR |
5/12/2014, 05:26 PM |
Q4 2013 |
195 |
$585M |
|
|
|
SPY, EFA, IVV, IWM, AGG, IYR |
13F-HR |
2/11/2014, 05:07 PM |