Q3 2024 |
1,362 |
$5.63B |
+$250M |
-$389M |
-$140M |
IWB, XOM, AAPL, MSFT, NVDA
|
13F-HR |
11/14/2024, 03:58 PM |
Q2 2024 |
1,162 |
$5.57B |
+$461M |
-$341M |
+$120M |
IWB, XOM, AAPL, MSFT, NVDA
|
13F-HR |
8/7/2024, 06:11 PM |
Q1 2024 |
1,184 |
$5.49B |
+$489M |
-$432M |
+$57.1M |
IWB, XOM, MSFT, AAPL, NVDA
|
13F-HR |
5/15/2024, 12:43 PM |
Q4 2023 |
1,258 |
$5.11B |
+$228M |
-$205M |
+$23.3M |
IWB, XOM, AAPL, MSFT, IJH
|
13F-HR |
2/14/2024, 12:34 PM |
Q3 2023 |
1,181 |
$4.52B |
+$225M |
-$312M |
-$87M |
IWB, XOM, AAPL, MSFT, EFA
|
13F-HR |
11/14/2023, 01:41 PM |
Q2 2023 |
1,066 |
$4.91B |
+$153M |
-$268M |
-$115M |
IWB, XOM, MSFT, AAPL, EFA
|
13F-HR |
8/21/2023, 02:27 PM |
Q1 2023 |
1,161 |
$4.78B |
+$217M |
-$1.07B |
-$856M |
IWB, XOM, MSFT, AAPL, EFA
|
13F-HR |
5/11/2023, 05:09 PM |
Q4 2022 |
891 |
$5.42B |
+$323M |
-$323M |
-$387K |
IWB, XOM, MSFT, AAPL, AGG
|
13F-HR |
2/13/2023, 04:58 PM |
Q3 2022 |
894 |
$4.94B |
+$428M |
-$306M |
+$122M |
IWB, XOM, AAPL, MSFT, IJH
|
13F-HR |
11/14/2022, 11:54 AM |
Q2 2022 |
908 |
$5.22B |
+$273M |
-$210M |
+$62.8M |
IWB, XOM, AAPL, MSFT, IJH
|
13F-HR |
8/11/2022, 02:46 PM |
Q1 2022 |
978 |
$6.07B |
+$279M |
-$400M |
-$121M |
IWB, AAPL, MSFT, XOM, AMZN
|
13F-HR |
5/13/2022, 10:28 AM |
Q4 2021 |
981 |
$6.46B |
+$451M |
-$288M |
+$163M |
IWB, AAPL, MSFT, XOM, AMZN
|
13F-HR |
3/10/2022, 06:21 PM |
Q3 2021 |
953 |
$5.82B |
+$621M |
-$596M |
+$24.2M |
IWB, AAPL, MSFT, AMZN, XOM
|
13F-HR |
11/10/2021, 05:03 PM |
Q1 2021 |
910 |
$5.5B |
+$262M |
-$322M |
-$59.6M |
IWB, AAPL, MSFT, ABBV, ABT
|
13F-HR |
4/21/2021, 03:56 PM |
Q4 2020 |
908 |
$5.24B |
+$591M |
-$367M |
+$224M |
IWB, AAPL, MSFT, ABBV, ABT
|
13F-HR |
2/11/2021, 09:03 PM |
Q3 2020 |
860 |
$4.55B |
+$447M |
-$285M |
+$162M |
IWB, AAPL, MSFT, AMZN, JNJ
|
13F-HR |
10/30/2020, 11:38 AM |
Q2 2020 |
854 |
$4.25B |
+$352M |
-$215M |
+$137M |
IWB, AAPL, MSFT, XOM, AMZN
|
13F-HR |
8/12/2020, 12:09 PM |
Q1 2020 |
826 |
$3.47B |
+$266M |
-$275M |
-$9.38M |
IWB, AAPL, MSFT, XOM, IJH
|
13F-HR |
5/13/2020, 03:10 PM |
Q4 2019 |
927 |
$4.42B |
+$235M |
-$239M |
-$3.57M |
IWB, XOM, AAPL, MSFT, IJH
|
13F-HR |
2/12/2020, 02:47 PM |
Q3 2019 |
903 |
$4.15B |
+$228M |
-$260M |
-$32.7M |
IWB, XOM, AAPL, MSFT, IJH
|
13F-HR |
11/13/2019, 04:07 PM |
Q2 2019 |
902 |
$4.16B |
+$187M |
-$308M |
-$122M |
IWB, XOM, AAPL, IJH, EFA
|
13F-HR |
8/13/2019, 06:21 PM |
Q1 2019 |
906 |
$4.18B |
+$377M |
-$149M |
+$228M |
IWB, XOM, IJH, AAPL, IVV
|
13F-HR |
5/14/2019, 05:48 PM |
Q4 2018 |
879 |
$3.5B |
+$441M |
-$353M |
+$88.2M |
XOM, IWB, IJH, AAPL, SPY
|
13F-HR |
2/13/2019, 04:44 PM |
Q3 2018 |
923 |
$3.98B |
+$229M |
-$155M |
+$74.1M |
XOM, IJH, AAPL, IVV, SPY
|
13F-HR |
11/13/2018, 10:42 AM |
Q2 2018 |
916 |
$3.72B |
+$351M |
-$239M |
+$112M |
XOM, IJH, AAPL, IVV, SPY
|
13F-HR |
8/13/2018, 10:46 AM |
Q1 2018 |
908 |
$3.52B |
+$177M |
-$207M |
-$30M |
XOM, IJH, AAPL, IVV, SPY
|
13F-HR |
5/14/2018, 02:54 PM |
Q4 2017 |
915 |
$3.63B |
+$192M |
-$190M |
+$1.56M |
XOM, IJH, AAPL, IVV, SPY
|
13F-HR |
2/14/2018, 09:59 AM |
Q3 2017 |
1,134 |
$3.44B |
+$374M |
-$228M |
+$146M |
XOM, IJH, AAPL, IVV, SPY
|
13F-HR |
11/14/2017, 03:40 PM |
Q2 2017 |
885 |
$3.18B |
+$144M |
-$219M |
-$74.9M |
XOM, IJH, AAPL, IVV, SPY
|
13F-HR |
8/14/2017, 10:43 AM |
Q1 2017 |
895 |
$3.2B |
+$198M |
-$135M |
+$63.2M |
XOM, IJH, AAPL, IVV, SPY
|
13F-HR |
5/15/2017, 02:08 PM |
Q4 2016 |
890 |
$3.04B |
+$134M |
-$209M |
-$75.3M |
XOM, IJH, IVV, SPY, AAPL
|
13F-HR |
2/14/2017, 10:29 AM |
Q3 2016 |
883 |
$3.02B |
+$308M |
-$190M |
+$118M |
XOM, IJH, IVV, SPY, AAPL
|
13F-HR |
11/10/2016, 04:00 PM |
Q2 2016 |
870 |
$2.84B |
+$162M |
-$173M |
-$10.3M |
XOM, IJH, IVV, AAPL, SPY
|
13F-HR |
8/12/2016, 10:15 AM |
Q1 2016 |
845 |
$2.77B |
+$172M |
-$213M |
-$41.3M |
XOM, IJH, IVV, AAPL, SPY
|
13F-HR |
5/13/2016, 03:39 PM |
Q4 2015 |
854 |
$2.77B |
+$203M |
-$215M |
-$12.3M |
XOM, IJH, IVV, AAPL, SPY
|
13F-HR |
2/9/2016, 01:32 PM |
Q3 2015 |
848 |
$2.66B |
+$190M |
-$222M |
-$32M |
XOM, IJH, AAPL, IVV, AAON
|
13F-HR |
11/13/2015, 10:23 AM |
Q2 2015 |
864 |
$2.95B |
+$240M |
-$219M |
+$20.6M |
XOM, IJH, AAPL, AAON, IVV
|
13F-HR |
8/13/2015, 03:45 PM |
Q1 2015 |
843 |
$2.97B |
+$389M |
-$338M |
+$50.4M |
XOM, IJH, AAON, AAPL, IVV
|
13F-HR |
5/14/2015, 12:33 PM |
Q4 2014 |
668 |
$2.9B |
+$326M |
-$505M |
-$178M |
XOM, IJH, AAPL, IVV, AAON
|
13F-HR |
2/12/2015, 02:36 PM |
Q3 2014 |
862 |
$2.99B |
+$213M |
-$259M |
-$46M |
XOM, IJH, AAPL, IVV, IJK
|
13F-HR |
11/13/2014, 04:18 PM |
Q2 2014 |
911 |
$3.11B |
+$307M |
-$278M |
+$28.7M |
XOM, IJH, IJK, IVV, AAPL
|
13F-HR |
8/14/2014, 09:19 AM |
Q1 2014 |
867 |
$3.01B |
+$242M |
-$227M |
+$14.9M |
XOM, IJH, IJK, EEM, IJJ
|
13F-HR |
5/13/2014, 05:58 PM |
Q4 2013 |
872 |
$2.98B |
$0 |
$0 |
|
XOM, IJH, EEM, IJK, AAPL
|
13F-HR |
2/14/2014, 12:58 PM |