Q3 2024 |
4,058 |
$77.9B |
+$2.47B |
-$2.06B |
+$419M |
VTI, AGG, IVV, AAPL, SPY
|
13F-HR |
10/28/2024, 01:05 PM |
Q2 2024 |
3,943 |
$73.4B |
+$3.82B |
-$2.72B |
+$1.1B |
VTI, IVV, AGG, MSFT, SPY
|
13F-HR |
8/6/2024, 06:20 PM |
Q1 2024 |
3,942 |
$71.8B |
+$1.84B |
-$1.83B |
+$8.44M |
VTI, IVV, AGG, MSFT, SPY
|
13F-HR |
5/7/2024, 08:30 PM |
Q4 2023 |
3,937 |
$67.6B |
+$3.01B |
-$1.47B |
+$1.54B |
VTI, IVV, AGG, SPY, AAPL
|
13F-HR |
2/9/2024, 03:35 PM |
Q3 2023 |
4,055 |
$60B |
+$2.69B |
-$1.95B |
+$746M |
VTI, IVV, AGG, SPY, AAPL
|
13F-HR |
11/3/2023, 04:44 PM |
Q2 2023 |
3,969 |
$61.5B |
+$2.45B |
-$3.25B |
-$800M |
VTI, IVV, AAPL, AGG, SPY
|
13F-HR |
8/9/2023, 07:23 PM |
Q1 2023 |
4,053 |
$59.2B |
+$2.2B |
-$1.99B |
+$213M |
VTI, IVV, AGG, AAPL, SPY
|
13F-HR |
5/9/2023, 01:15 PM |
Q4 2022 |
4,105 |
$56.5B |
+$5.64B |
-$1.34B |
+$4.3B |
VTI, IVV, SPY, AAPL, AGG
|
13F-HR |
2/13/2023, 03:30 PM |
Q3 2022 |
4,154 |
$48.4B |
+$2.21B |
-$1.65B |
+$564M |
VTI, IVV, SPY, AAPL, AGG
|
13F-HR |
10/27/2022, 03:09 PM |
Q2 2022 |
4,146 |
$51.6B |
+$2.38B |
-$1.65B |
+$739M |
VTI, IVV, SPY, AAPL, AGG
|
13F-HR |
8/1/2022, 04:38 PM |
Q1 2022 |
4,131 |
$60.1B |
+$2.48B |
-$2.18B |
+$298M |
VTI, IVV, SPY, AAPL, MSFT
|
13F-HR |
5/11/2022, 12:35 PM |
Q4 2021 |
4,171 |
$63.4B |
+$6.83B |
-$811M |
+$6.02B |
VTI, IVV, SPY, AAPL, MSFT
|
13F-HR |
2/10/2022, 09:39 PM |
Q3 2021 |
4,131 |
$53.2B |
+$1.26B |
-$1.01B |
+$250M |
IVV, SPY, AAPL, MSFT, IEFA
|
13F-HR |
11/10/2021, 02:35 PM |
Q2 2021 |
4,052 |
$53.4B |
+$1.56B |
-$740M |
+$821M |
SPY, IVV, AAPL, MSFT, IWR
|
13F-HR |
8/5/2021, 03:53 PM |
Q1 2021 |
3,940 |
$49.4B |
+$1.67B |
-$971M |
+$698M |
SPY, IVV, AAPL, MSFT, AGG
|
13F-HR |
4/28/2021, 02:50 PM |
Q4 2020 |
3,808 |
$46.4B |
+$1.87B |
-$1.11B |
+$761M |
SPY, AAPL, IVV, MSFT, AGG
|
13F-HR |
2/4/2021, 03:52 PM |
Q3 2020 |
3,730 |
$41B |
+$2.63B |
-$1.24B |
+$1.39B |
SPY, AAPL, IVV, MSFT, AGG
|
13F-HR |
11/10/2020, 04:26 PM |
Q2 2020 |
3,756 |
$38.1B |
+$1.76B |
-$1.33B |
+$429M |
SPY, MSFT, AAPL, AGG, IVV
|
13F-HR |
8/6/2020, 06:24 PM |
Q1 2020 |
3,726 |
$32B |
+$1.69B |
-$864M |
+$830M |
SPY, MSFT, AGG, AAPL, IVV
|
13F-HR |
5/12/2020, 06:24 PM |
Q4 2019 |
3,708 |
$39.1B |
+$850M |
-$1.1B |
-$253M |
SPY, AAPL, MSFT, AGG, MMM
|
13F-HR |
2/4/2020, 10:56 AM |
Q3 2019 |
3,700 |
$36.7B |
+$1.35B |
-$991M |
+$360M |
SPY, AGG, MSFT, MMM, AAPL
|
13F-HR |
11/8/2019, 11:03 AM |
Q2 2019 |
3,720 |
$35.9B |
+$1.37B |
-$983M |
+$390M |
SPY, MSFT, MMM, USB, AAPL
|
13F-HR |
8/13/2019, 05:01 PM |
Q1 2019 |
3,668 |
$34.6B |
+$853M |
-$777M |
+$76M |
SPY, MMM, MSFT, USB, AAPL
|
13F-HR |
5/8/2019, 04:16 PM |
Q4 2018 |
3,687 |
$31B |
+$1.63B |
-$801M |
+$830M |
SPY, MMM, MSFT, USB, EFA
|
13F-HR |
2/13/2019, 02:45 PM |
Q3 2018 |
3,696 |
$34.5B |
+$778M |
-$780M |
-$2M |
SPY, MMM, AAPL, USB, MSFT
|
13F-HR |
10/31/2018, 05:36 PM |
Q2 2018 |
3,713 |
$32.6B |
+$908M |
-$1.26B |
-$347M |
SPY, MMM, AAPL, USB, EFA
|
13F-HR |
8/8/2018, 05:21 PM |
Q1 2018 |
3,672 |
$32.6B |
+$1.38B |
-$787M |
+$592M |
SPY, MMM, EFA, USB, AAPL
|
13F-HR |
5/8/2018, 02:02 PM |
Q4 2017 |
3,661 |
$32.7B |
+$730M |
-$973M |
-$242M |
SPY, MMM, USB, EFA, AAPL
|
13F-HR |
2/1/2018, 06:18 PM |
Q3 2017 |
3,671 |
$31.2B |
+$982M |
-$766M |
+$216M |
SPY, MMM, USB, EFA, AAPL
|
13F-HR |
11/13/2017, 03:15 PM |
Q2 2017 |
3,613 |
$30B |
+$826M |
-$665M |
+$160M |
SPY, MMM, USB, EFA, XOM
|
13F-HR |
7/19/2017, 06:07 PM |
Q1 2017 |
3,639 |
$29.2B |
+$1.14B |
-$821M |
+$322M |
SPY, MMM, USB, EFA, XOM
|
13F-HR |
5/3/2017, 12:30 PM |
Q4 2016 |
3,640 |
$27.8B |
+$1.03B |
-$857M |
+$171M |
SPY, MMM, USB, XOM, EFA
|
13F-HR |
2/7/2017, 05:40 PM |
Q3 2016 |
3,647 |
$27B |
+$848M |
-$753M |
+$95.1M |
SPY, MMM, XOM, USB, PG
|
13F-HR |
11/4/2016, 11:37 AM |
Q2 2016 |
3,636 |
$26.3B |
+$908M |
-$668M |
+$240M |
SPY, MMM, XOM, USB, PG
|
13F-HR |
8/10/2016, 03:18 PM |
Q1 2016 |
3,634 |
$25.4B |
+$999M |
-$834M |
+$165M |
SPY, MMM, XOM, USB, PG
|
13F-HR |
5/13/2016, 12:34 PM |
Q4 2015 |
3,633 |
$24.9B |
+$1.3B |
-$1.36B |
-$67.3M |
SPY, MMM, USB, XOM, EFA
|
13F-HR |
2/10/2016, 05:11 PM |
Q3 2015 |
3,618 |
$23.8B |
+$812M |
-$734M |
+$77.5M |
SPY, MMM, USB, XOM, EFA
|
13F-HR |
11/13/2015, 05:58 PM |
Q2 2015 |
3,599 |
$25.8B |
+$751M |
-$619M |
+$132M |
SPY, MMM, USB, XOM, EFA
|
13F-HR |
8/10/2015, 05:16 PM |
Q1 2015 |
3,582 |
$26B |
+$940M |
-$782M |
+$158M |
MMM, SPY, USB, XOM, PG
|
13F-HR |
5/8/2015, 03:46 PM |
Q4 2014 |
3,550 |
$25.9B |
+$1.05B |
-$731M |
+$318M |
MMM, SPY, USB, XOM, PG
|
13F-HR |
2/12/2015, 06:13 PM |
Q3 2014 |
3,526 |
$24.7B |
+$524M |
-$595M |
-$70.9M |
SPY, MMM, XOM, USB, PG
|
13F-HR |
11/14/2014, 12:19 PM |
Q2 2014 |
3,498 |
$25.1B |
+$1.03B |
-$763M |
+$269M |
XOM, MMM, SPY, USB, EFA
|
13F-HR |
8/13/2014, 08:51 PM |
Q1 2014 |
3,488 |
$24.4B |
+$671M |
-$1.1B |
-$427M |
XOM, MMM, SPY, USB, PG
|
13F-HR |
5/14/2014, 03:56 PM |
Q4 2013 |
3,415 |
$24.7B |
$0 |
$0 |
|
XOM, MMM, SPY, USB, PG
|
13F-HR |
2/13/2014, 04:19 PM |