Q1 2024 |
92 |
$814M |
$0 |
$0 |
|
DFAI, VTV, VUG, DFAE, QUAL, AGG |
13F-HR |
4/29/2024, 12:23 PM |
Q4 2023 |
96 |
$816M |
+$184M |
-$158M |
+$25.5M |
DFAI, VTV, VUG, DFAE, QUAL, AGG |
13F-HR |
1/31/2024, 06:11 PM |
Q3 2023 |
210 |
$741M |
+$76.2M |
-$83M |
-$6.82M |
DFAI, BRKA, VTV, DFAE, VUG, QUAL |
13F-HR |
10/27/2023, 04:17 PM |
Q2 2023 |
181 |
$767M |
+$136M |
-$12.4M |
+$123M |
DFAI, BRKA, VTV, VUG, DFAE, QUAL |
13F-HR |
7/19/2023, 04:42 PM |
Q1 2023 |
198 |
$615M |
+$47.2M |
-$10.7M |
+$36.5M |
DFAI, VTV, VUG, DFAE, QUAL, AGG |
13F-HR |
5/4/2023, 11:16 AM |
Q4 2022 |
189 |
$558M |
+$58.3M |
-$27.7M |
+$30.6M |
DFAI, VTV, DFAE, VUG, AGG, QUAL |
13F-HR |
2/6/2023, 05:08 PM |
Q3 2022 |
152 |
$492M |
+$123M |
-$4.2M |
+$119M |
DFAI, VTV, AGG, VUG, BRKA, QUAL |
13F-HR |
11/14/2022, 01:48 PM |
Q2 2022 |
143 |
$400M |
+$287M |
-$1.7M |
+$285M |
VTV, AGG, VUG, BRKA, QUAL, VCSH |
13F-HR |
8/10/2022, 07:09 PM |
Q1 2022 |
135 |
$152M |
+$10.2M |
-$16.3M |
-$6.18M |
BRKA, AAPL, LRCX, MSFT, NKE, LLY |
13F-HR |
5/16/2022, 04:38 PM |
Q4 2021 |
161 |
$485M |
+$48.5M |
-$8.16M |
+$40.3M |
VTV, VUG, AGG, BRKA, QUAL, VCSH |
13F-HR |
2/11/2022, 03:30 PM |
Q3 2021 |
141 |
$416M |
+$24.5M |
-$19.8M |
+$4.75M |
VTV, AGG, VUG, QUAL, VCSH, STIP |
13F-HR |
11/15/2021, 07:49 PM |
Q2 2021 |
133 |
$420M |
+$90.2M |
-$53.2M |
+$37M |
VTV, AGG, VUG, VCSH, QUAL, BRKA |
13F-HR |
8/13/2021, 04:45 PM |
Q1 2021 |
112 |
$365M |
+$8.61M |
-$22.1M |
-$13.5M |
AGG, VUG, VCSH, VTV, BRKA, LRCX |
13F-HR |
5/17/2021, 09:33 AM |
Q4 2020 |
107 |
$367M |
+$10.9M |
-$5.8M |
+$5.09M |
AGG, VUG, VCSH, VTV, BRKA, AAPL |
13F-HR |
2/9/2021, 07:29 AM |
Q3 2020 |
101 |
$338M |
+$27.2M |
-$2.37M |
+$24.8M |
AGG, VUG, VCSH, VTV, BRKA, AAPL |
13F-HR |
11/12/2020, 08:02 PM |
Q2 2020 |
82 |
$304M |
+$7.43M |
-$6.16M |
+$1.27M |
AGG, VCSH, VUG, VTV, BRKA, AAPL |
13F-HR |
8/13/2020, 07:31 AM |
Q1 2020 |
91 |
$279M |
+$6.86M |
-$18.8M |
-$11.9M |
AGG, VCSH, VUG, VTV, BRKA, AAPL |
13F-HR |
5/13/2020, 06:30 PM |
Q4 2019 |
106 |
$332M |
+$22.8M |
-$6.14M |
+$16.7M |
AGG, VUG, VCSH, VTV, BRKA, VBR |
13F-HR |
2/4/2020, 02:43 PM |
Q3 2019 |
107 |
$305M |
+$18.8M |
-$3.76M |
+$15.1M |
AGG, VUG, VCSH, VTV, BRKA, BRKB |
13F-HR |
10/29/2019, 07:31 AM |
Q2 2019 |
115 |
$289M |
+$11.9M |
-$8.49M |
+$3.37M |
AGG, VUG, VCSH, VTV, BRKB, BRKA |
13F-HR |
8/6/2019, 08:00 AM |
Q1 2019 |
812 |
$302M |
+$38.1M |
-$7.27M |
+$30.9M |
AGG, VUG, VCSH, VTV, BRKB, BRKA |
13F-HR |
5/9/2019, 08:16 PM |
Q4 2018 |
778 |
$251M |
+$34.6M |
-$10.8M |
+$23.8M |
AGG, VCSH, VUG, VTV, BRKB, BRKA |
13F-HR |
2/12/2019, 05:30 AM |
Q3 2018 |
765 |
$246M |
+$7.18M |
-$8.53M |
-$1.35M |
AGG, VUG, VCSH, VTV, BRKB, BRKA |
13F-HR |
11/13/2018, 05:29 PM |
Q2 2018 |
882 |
$240M |
+$11.6M |
-$5.17M |
+$6.38M |
AGG, VUG, VCSH, VTV, BRKA, BRKB |
13F-HR |
8/3/2018, 01:20 PM |
Q1 2018 |
880 |
$231M |
+$27.2M |
-$11.8M |
+$15.4M |
AGG, VUG, VCSH, VTV, BRKA, BRKB |
13F-HR |
4/20/2018, 10:50 AM |
Q4 2017 |
926 |
$230M |
+$14.7M |
-$9.78M |
+$4.94M |
AGG, VUG, VTV, VCSH, LQD, SLQD |
13F-HR |
2/22/2018, 11:57 AM |
Q3 2017 |
977 |
$218M |
+$30.6M |
-$2.19M |
+$28.4M |
AGG, VUG, VCSH, VTV, LRCX, PACW |
13F-HR |
10/27/2017, 02:39 PM |
Q2 2017 |
736 |
$185M |
+$4.67M |
-$15.9M |
-$11.2M |
AGG, VUG, VCSH, VTV, LRCX, PACW |
13F-HR |
8/14/2017, 10:12 AM |
Q1 2017 |
735 |
$194M |
+$16.5M |
-$51M |
-$34.5M |
AGG, VUG, VTV, VCSH, PACW, LRCX |
13F-HR |
4/7/2017, 04:30 PM |
Q4 2016 |
716 |
$221M |
+$90M |
-$12.1M |
+$78M |
VUG, AGG, VTV, VCSH, BSV, CUT |
13F-HR |
2/10/2017, 03:21 PM |
Q3 2016 |
893 |
$140M |
+$9.21M |
-$1.24M |
+$7.97M |
VUG, VTV, PACW, CUT, RWO, XOM |
13F-HR |
11/15/2016, 06:15 PM |
Q2 2016 |
691 |
$136M |
+$5.82M |
-$5.53M |
+$286K |
VUG, VTV, PACW, RWO, CUT, FEIC |
13F-HR |
8/12/2016, 12:49 PM |
Q1 2016 |
663 |
$133M |
+$6.28M |
-$14.4M |
-$8.16M |
VUG, VTV, PACW, RWO, CUT, FEIC |
13F-HR |
8/12/2016, 12:29 PM |
Q4 2015 |
665 |
$141M |
+$14.5M |
-$7.32M |
+$7.17M |
VUG, VTV, VT, PACW, RWO, CUT |
13F-HR |
8/4/2016, 05:37 PM |
Q3 2015 |
701 |
$129M |
+$11M |
-$4.45M |
+$6.54M |
VUG, VTV, PACW, RWO, CUT, FEIC |
13F-HR |
8/4/2016, 05:20 PM |
Q2 2015 |
723 |
$133M |
+$4.51M |
-$3.13M |
+$1.38M |
VUG, VTV, PACW, RWO, FEIC, XOM |
13F-HR |
8/4/2016, 05:07 PM |
Q1 2015 |
718 |
$131M |
+$30.4M |
-$1.45M |
+$29M |
VUG, VTV, PACW, RWO, FEIC, VBR |
13F-HR |
8/4/2016, 04:57 PM |
Q4 2014 |
704 |
$101M |
|
|
|
VUG, PACW, RWO, FEIC, VTV, VBR |
13F-HR |
6/28/2016, 04:53 PM |