Q1 2024 |
2,358 |
$38.7B |
+$4.52B |
-$2.7B |
+$1.83B |
IVV, AGG, AAPL, MSFT, IMTM, NVDA |
13F-HR |
4/15/2024, 01:22 PM |
Q4 2023 |
2,260 |
$34.4B |
+$2.52B |
-$1.4B |
+$1.12B |
IVV, AAPL, AGG, MSFT, VWO, IMTM |
13F-HR |
1/30/2024, 10:04 AM |
Q3 2023 |
2,186 |
$30.4B |
+$21.5B |
-$18.4M |
+$21.4B |
IVV, AAPL, AGG, MSFT, VWO, IMTM |
13F-HR |
11/13/2023, 02:19 PM |
Q2 2023 |
511 |
$9.28B |
+$1.92B |
-$1.47B |
+$448M |
IVV, AGG, VWO, IMTM, TOTL, FNDF |
13F-HR |
7/21/2023, 02:16 PM |
Q1 2023 |
519 |
$8.58B |
+$2.45B |
-$1.51B |
+$937M |
IVV, AGG, VWO, JPIN, SCHF, TOTL |
13F-HR |
4/25/2023, 11:37 AM |
Q4 2022 |
316 |
$7.77B |
+$820M |
-$560M |
+$259M |
IVV, VWO, JPIN, SCHF, MTUM, AGG |
13F-HR |
2/1/2023, 03:36 PM |
Q3 2022 |
317 |
$6.99B |
+$740M |
-$196M |
+$544M |
IVV, VWO, SCHF, SCHZ, MTUM, JPIN |
13F-HR |
10/17/2022, 01:21 PM |
Q2 2022 |
324 |
$7.17B |
+$1B |
-$145M |
+$859M |
IVV, VWO, SCHF, SCHZ, JPIN, AGG |
13F-HR |
7/18/2022, 09:29 AM |
Q1 2022 |
310 |
$7.42B |
+$660M |
-$75.6M |
+$585M |
IVV, VWO, SCHF, SCHZ, MTUM, JPIN |
13F-HR |
4/18/2022, 09:23 AM |
Q4 2021 |
293 |
$6.97B |
+$710M |
-$113M |
+$597M |
IVV, VWO, SCHF, SCHZ, AGG, JPIN |
13F-HR |
2/8/2022, 04:29 PM |
Q3 2021 |
286 |
$6.79B |
+$919M |
-$252M |
+$667M |
IVV, VWO, SCHF, MTUM, SCHZ, JPIN |
13F-HR |
11/3/2021, 09:13 AM |
Q2 2021 |
264 |
$6.21B |
+$708M |
-$84.5M |
+$623M |
IVV, VWO, SCHF, SCHZ, MTUM, JPIN |
13F-HR |
8/10/2021, 08:56 AM |
Q1 2021 |
259 |
$5.51B |
+$932M |
-$48.5M |
+$883M |
IVV, VWO, SCHF, SCHZ, MTUM, JPIN |
13F-HR |
5/12/2021, 08:57 AM |
Q4 2020 |
214 |
$4.42B |
+$434M |
-$69.3M |
+$364M |
IVV, VWO, SCHF, MTUM, JPIN, SCHZ |
13F-HR |
2/10/2021, 04:09 PM |
Q3 2020 |
205 |
$3.82B |
+$320M |
-$48.9M |
+$271M |
IVV, VWO, SCHF, MTUM, SCHZ, JPIN |
13F-HR |
11/12/2020, 08:38 AM |
Q2 2020 |
208 |
$3.48B |
+$703M |
-$148M |
+$555M |
IVV, VWO, SCHF, MTUM, JPIN, SCHZ |
RESTATEMENT |
10/13/2020, 01:58 PM |
Q1 2020 |
212 |
$2.8B |
+$931M |
-$432M |
+$499M |
IVV, VWO, SCHF, MTUM, SCHZ, JPIN |
13F-HR |
4/30/2020, 05:54 PM |
Q4 2019 |
206 |
$2.83B |
+$302M |
-$28.5M |
+$273M |
IVV, SCHV, SCHF, MTUM, SCHZ, JPIN |
13F-HR |
2/5/2020, 11:49 AM |
Q3 2019 |
197 |
$2.48B |
+$356M |
-$29.7M |
+$326M |
IVV, SCHV, SCHF, SCHZ, MTUM, JPIN |
13F-HR |
11/5/2019, 04:42 PM |
Q2 2019 |
196 |
$2.27B |
+$585M |
-$27.8M |
+$557M |
IVV, SCHV, SCHF, SCHZ, MTUM, JPIN |
13F-HR |
8/1/2019, 06:45 PM |
Q1 2019 |
176 |
$1.77B |
+$257M |
-$66.8M |
+$190M |
IVV, SCHV, SCHF, SCHZ, MTUM, SCHC |
13F-HR |
4/30/2019, 02:45 PM |
Q4 2018 |
164 |
$1.58B |
+$127M |
-$127M |
+$639K |
SCHV, IVV, SCHZ, SCHF, MTUM, JPIN |
13F-HR |
2/4/2019, 03:14 PM |
Q3 2018 |
163 |
$1.66B |
+$324M |
-$33.6M |
+$290M |
SCHV, IVV, SCHZ, SCHF, MTUM, JPIN |
13F-HR |
11/2/2018, 12:36 PM |
Q2 2018 |
158 |
$1.62B |
+$322M |
-$18.9M |
+$304M |
SCHV, IVV, SCHZ, SCHF, MTUM, SCHC |
13F-HR |
7/30/2018, 06:06 AM |
Q1 2018 |
140 |
$1.49B |
+$227M |
-$31.2M |
+$196M |
SCHV, IVV, SCHF, SCHZ, MTUM, SCHC |
13F-HR |
4/26/2018, 05:16 PM |
Q4 2017 |
138 |
$1.41B |
+$210M |
-$16M |
+$194M |
SCHV, IVV, SCHF, SCHZ, MTUM, SCHC |
13F-HR |
1/19/2018, 09:11 AM |
Q3 2017 |
136 |
$1.21B |
+$203M |
-$33.1M |
+$170M |
SCHV, IVV, SCHF, SCHZ, MTUM, SCHC |
13F-HR |
10/18/2017, 05:26 PM |
Q2 2017 |
136 |
$1.08B |
+$217M |
-$26.9M |
+$190M |
SCHV, IVV, SCHF, SCHZ, SCHE, MTUM |
13F-HR |
7/26/2017, 05:09 PM |
Q1 2017 |
134 |
$942M |
+$189M |
-$22.3M |
+$167M |
SCHV, IVV, SCHF, SCHZ, SCHE, MTUM |
13F-HR |
4/18/2017, 09:44 AM |
Q4 2016 |
138 |
$824M |
+$228M |
-$10.7M |
+$217M |
SCHV, IVV, SCHZ, SCHF, SCHA, SLYV |
13F-HR |
1/31/2017, 09:21 AM |
Q3 2016 |
132 |
$671M |
+$207M |
-$8.34M |
+$199M |
SCHV, IVV, SCHF, SCHZ, SCHA, SLYV |
13F-HR |
11/9/2016, 05:27 PM |
Q2 2016 |
114 |
$553M |
+$79.2M |
-$13.6M |
+$65.6M |
IVV, SCHV, SCHF, SCHZ, SCHA, SLYV |
13F-HR |
7/29/2016, 02:17 PM |
Q1 2016 |
113 |
$493M |
+$109M |
-$12.7M |
+$96.7M |
SCHV, IVV, SCHF, SCHZ, SCHA, SPLVXXXX |
13F-HR |
4/20/2016, 12:18 PM |
Q4 2015 |
116 |
$395M |
+$95.4M |
-$3.45M |
+$91.9M |
SCHV, SCHZ, SCHF, SCHA, IVV, SCHX |
13F-HR |
1/20/2016, 10:55 AM |
Q3 2015 |
115 |
$328M |
+$41.1M |
-$14.3M |
+$26.8M |
SCHV, SCHZ, SCHA, SCHF, SCHX, IVV |
13F-HR |
10/26/2015, 10:22 AM |
Q2 2015 |
115 |
$324M |
+$79.9M |
-$1.7M |
+$78.2M |
SCHV, SCHA, SCHF, SCHZ, IVV, SCHE |
RESTATEMENT |
8/12/2015, 11:56 AM |
Q1 2015 |
105 |
$260M |
+$34.5M |
-$16.3M |
+$18.1M |
SCHV, SCHZ, SCHA, IVV, SCHF, PDPXXXX |
13F-HR |
5/12/2015, 04:51 PM |
Q4 2014 |
106 |
$254M |
|
|
|
SCHV, SCHA, IVV, SCHZ, SCHF, PDPXXXX |
13F-HR |
2/9/2015, 06:14 PM |