Q3 2024 |
159 |
$4.28B |
+$330M |
-$354M |
-$23.6M |
IVV, QQQ, IWO, VCSH, IGSB
|
13F-HR |
11/13/2024, 02:51 PM |
Q2 2024 |
153 |
$4.11B |
+$322M |
-$237M |
+$85.3M |
IVV, QQQ, IWO, VCSH, IGSB
|
Restatement |
11/6/2024, 02:21 PM |
Q1 2024 |
158 |
$3.99B |
+$931M |
-$293M |
+$638M |
IVV, QQQ, IWO, VCSH, IGSB
|
13F-HR |
5/8/2024, 03:48 PM |
Q4 2023 |
144 |
$3.14B |
+$254M |
-$292M |
-$37.3M |
IVV, QQQ, IWO, BBDC, PDD
|
13F-HR |
2/8/2024, 10:40 AM |
Q3 2023 |
149 |
$2.93B |
+$294M |
-$256M |
+$38M |
IVV, QQQ, IWO, BBDC, AGG
|
13F-HR |
11/13/2023, 10:22 AM |
Q2 2023 |
166 |
$2.96B |
+$216M |
-$284M |
-$67.8M |
IVV, QQQ, IWO, BBDC, LQD
|
13F-HR |
8/8/2023, 12:03 PM |
Q1 2023 |
160 |
$2.91B |
+$487M |
-$536M |
-$48.3M |
IVV, QQQ, IWO, BBDC, LQD
|
13F-HR |
5/9/2023, 07:27 AM |
Q4 2022 |
187 |
$2.82B |
+$359M |
-$186M |
+$173M |
IVV, IWO, QQQ, BBDC, VIG
|
13F-HR |
2/13/2023, 11:51 AM |
Q3 2022 |
186 |
$2.51B |
+$308M |
-$451M |
-$143M |
IVV, IWO, QQQ, BBDC, FLOT
|
13F-HR |
11/14/2022, 07:56 AM |
Q2 2022 |
320 |
$2.77B |
+$342M |
-$404M |
-$62.9M |
IVV, IWO, QQQ, BBDC, HDV
|
13F-HR |
8/8/2022, 08:36 AM |
Q1 2022 |
304 |
$3.32B |
+$466M |
-$842M |
-$376M |
IVV, QQQ, IWO, BBDC, FLOT
|
13F-HR |
5/13/2022, 07:27 AM |
Q4 2021 |
371 |
$3.88B |
$0 |
$0 |
|
IVV, IWO, QQQ, BBDC, LQD
|
New Holdings |
2/10/2022, 06:59 AM |
Q4 2021 |
371 |
$3.88B |
+$446M |
-$1B |
-$555M |
IVV, IWO, QQQ, BBDC, LQD
|
13F-HR |
2/9/2022, 06:28 AM |
Q3 2021 |
377 |
$4.39B |
+$849M |
-$576M |
+$273M |
IVV, LQD, IGSB, IWO, QQQ
|
13F-HR |
11/12/2021, 09:41 AM |
Q2 2021 |
383 |
$4.32B |
$0 |
$0 |
|
IVV, IGSB, QQQ, IWO, BABA
|
New Holdings |
8/12/2021, 10:41 AM |
Q2 2021 |
383 |
$4.32B |
+$931M |
-$835M |
+$96.6M |
IVV, IGSB, QQQ, IWO, BABA
|
13F-HR |
8/11/2021, 05:19 PM |
Q1 2021 |
425 |
$4.04B |
+$648M |
-$557M |
+$90.4M |
IVV, BABA, QQQ, IWO, BBDC
|
13F-HR |
5/11/2021, 11:30 AM |
Q4 2020 |
424 |
$3.9B |
+$873M |
-$1.77B |
-$901M |
IVV, BABA, IWO, QQQ, BBDC
|
13F-HR |
2/16/2021, 01:11 PM |
Q3 2020 |
608 |
$4.35B |
+$785M |
-$360M |
+$426M |
BABA, IVV, IWF, OEF, IWO
|
13F-HR |
11/12/2020, 05:07 PM |
Q2 2020 |
555 |
$1.91B |
$0 |
-$2.4M |
-$2.4M |
BABA, IVV, OEF, BBDC, TSM
|
Restatement |
8/14/2020, 01:11 PM |
Q1 2020 |
549 |
$2.99B |
+$396M |
-$480M |
-$83.4M |
BABA, IVV, OEF, IWF, IWO
|
13F-HR |
5/15/2020, 02:40 PM |
Q4 2019 |
621 |
$3.76B |
+$447M |
-$1.48B |
-$1.03B |
BABA, IVV, OEF, IWF, IWO
|
13F-HR |
2/14/2020, 11:25 AM |
Q3 2019 |
672 |
$4.47B |
$0 |
$0 |
|
BABA, IVV, OEF, IWF, IWO
|
New Holdings |
11/14/2019, 10:07 AM |
Q3 2019 |
672 |
$4.47B |
+$443M |
-$668M |
-$226M |
BABA, IVV, OEF, IWF, IWO
|
13F-HR |
11/13/2019, 12:42 PM |
Q2 2019 |
693 |
$4.63B |
$0 |
$0 |
|
BABA, IWF, IVV, IWO, OEF
|
New Holdings |
8/20/2019, 09:56 AM |
Q2 2019 |
693 |
$4.63B |
$0 |
$0 |
|
BABA, IWF, IVV, IWO, OEF
|
New Holdings |
8/14/2019, 11:25 AM |
Q2 2019 |
693 |
$4.63B |
+$826M |
-$598M |
+$228M |
BABA, IWF, IVV, IWO, OEF
|
13F-HR |
8/12/2019, 10:33 AM |
Q1 2019 |
707 |
$4.35B |
+$815M |
-$999M |
-$184M |
BABA, IVV, IWF, OEF, IWO
|
13F-HR |
5/8/2019, 01:12 PM |
Q4 2018 |
669 |
$3.99B |
+$756M |
-$1.16B |
-$402M |
BABA, IWF, BBDC, IVV, IWO
|
13F-HR |
2/7/2019, 11:47 AM |
Q3 2018 |
765 |
$4.98B |
+$717M |
-$863M |
-$146M |
BABA, IWF, OEF, IVV, IWO
|
13F-HR |
10/26/2018, 05:18 PM |
Q2 2018 |
786 |
$5B |
+$600M |
-$647M |
-$46.9M |
BABA, IWF, OEF, IVV, IWO
|
13F-HR |
8/2/2018, 05:39 PM |
Q1 2018 |
910 |
$4.83B |
+$650M |
-$861M |
-$212M |
BABA, PLD, IWF, OEF, IWO
|
13F-HR |
5/4/2018, 04:46 PM |
Q4 2017 |
940 |
$5.24B |
+$2.13B |
-$458M |
+$1.68B |
BABA, PLD, IWF, IWO, OEF
|
13F-HR |
2/8/2018, 12:04 PM |
Q3 2017 |
852 |
$3.45B |
+$803M |
-$894M |
-$91.7M |
PLD, SPG, EQIX, WELL, ESS
|
13F-HR |
11/9/2017, 06:17 PM |
Q2 2017 |
837 |
$3.45B |
+$1.5B |
-$2.35B |
-$854M |
PLD, SPG, WELL, EXR, EQR
|
Restatement |
8/15/2017, 11:52 AM |
Q1 2017 |
901 |
$2.93B |
$0 |
$0 |
|
LUKOY, IWV, AAPL, SU, MSFT
|
New Holdings |
5/16/2017, 01:07 PM |
Q1 2017 |
992 |
$4.23B |
+$2.28B |
-$280M |
+$2B |
BABA, LUKOY, OGZPY, IWV, OAOFY
|
13F-HR |
5/15/2017, 05:18 PM |
Q4 2016 |
867 |
$2.12B |
+$249M |
-$253M |
-$3.74M |
PG, IWV, EFA, AAPL, MSFT
|
13F-HR |
2/14/2017, 05:42 PM |
Q3 2016 |
786 |
$2.06B |
+$374M |
-$557M |
-$183M |
PG, EFA, IWV, AAPL, MSFT
|
13F-HR |
11/14/2016, 04:09 PM |
Q2 2016 |
893 |
$2.16B |
+$387M |
-$486M |
-$99.5M |
IWV, JNJ, AAPL, XOM, MSFT
|
13F-HR |
8/15/2016, 01:46 PM |
Q1 2016 |
928 |
$2.21B |
$0 |
$0 |
|
IWV, AAPL, MSFT, JNJ, GE
|
New Holdings |
6/29/2016, 12:29 PM |
Q1 2016 |
928 |
$2.21B |
+$619M |
-$616M |
+$3.02M |
IWV, AAPL, MSFT, JNJ, GE
|
13F-HR |
5/16/2016, 05:30 PM |
Q4 2015 |
919 |
$2.21B |
+$372M |
-$445M |
-$73.3M |
IWV, AAPL, GE, MSFT, TCPC
|
13F-HR |
2/16/2016, 02:32 PM |
Q3 2015 |
892 |
$2.25B |
+$368M |
-$543M |
-$175M |
IWV, AAPL, AEUA, GE, TCPC
|
13F-HR |
11/2/2015, 05:26 PM |
Q2 2015 |
967 |
$2.68B |
+$623M |
-$462M |
+$161M |
AAPL, IWV, MSFT, XOM, TCPC
|
13F-HR |
8/14/2015, 11:46 AM |
Q1 2015 |
955 |
$2.56B |
+$433M |
-$494M |
-$60.9M |
IWV, AAPL, JNJ, MSFT, TCPC
|
13F-HR |
5/8/2015, 05:04 PM |
Q4 2014 |
925 |
$2.63B |
+$324M |
-$538M |
-$213M |
IWV, AAPL, MSFT, XOM, JNJ
|
13F-HR |
2/4/2015, 03:36 PM |
Q3 2014 |
942 |
$2.78B |
+$395M |
-$341M |
+$54.4M |
IWV, AAPL, MSFT, XOM, TCPC
|
13F-HR |
11/14/2014, 02:58 PM |
Q2 2014 |
962 |
$2.81B |
+$506M |
-$394M |
+$111M |
IWV, AAPL, XOM, TCPC, HOSSQ
|
13F-HR |
8/8/2014, 03:31 PM |
Q1 2014 |
912 |
$2.65B |
+$448M |
-$216M |
+$233M |
IWV, AAPL, XOM, MSFT, TCPC
|
13F-HR |
5/9/2014, 06:18 PM |
Q4 2013 |
912 |
$2.39B |
$0 |
$0 |
|
IWV, AAPL, XOM, GE, TCPC
|
13F-HR |
2/14/2014, 12:53 PM |