Q3 2024 |
1,589 |
$30.4B |
+$758M |
-$1.18B |
-$419M |
AAPL, IEFA, IWF, MSFT, IWB
|
Restatement |
11/19/2024, 11:10 AM |
Q2 2024 |
1,562 |
$29.3B |
+$1.35B |
-$805M |
+$545M |
AAPL, IEFA, MSFT, IWF, IWB
|
13F-HR |
7/31/2024, 01:10 PM |
Q1 2024 |
1,573 |
$28.7B |
+$946M |
-$1.4B |
-$451M |
IEFA, MSFT, AAPL, IWF, IWB
|
13F-HR |
5/7/2024, 11:18 AM |
Q4 2023 |
1,584 |
$27.2B |
+$582M |
-$888M |
-$306M |
AAPL, IEFA, MSFT, IWB, IWF
|
13F-HR |
2/6/2024, 03:40 PM |
Q3 2023 |
1,550 |
$25.1B |
+$365M |
-$1.07B |
-$709M |
AAPL, IEFA, MSFT, IWB, IWF
|
13F-HR |
11/2/2023, 10:31 AM |
Q2 2023 |
1,582 |
$26.8B |
+$549M |
-$942M |
-$393M |
AAPL, IEFA, MSFT, IWB, IWF
|
13F-HR |
8/9/2023, 11:42 AM |
Q1 2023 |
1,611 |
$25.8B |
+$953M |
-$1.05B |
-$99.6M |
AAPL, IEFA, MSFT, IWB, IEMG
|
13F-HR |
5/11/2023, 10:41 AM |
Q4 2022 |
1,689 |
$24.9B |
+$1.11B |
-$798M |
+$314M |
IEFA, AAPL, MSFT, IEMG, IWF
|
Restatement |
2/13/2023, 03:49 PM |
Q3 2022 |
1,729 |
$22.5B |
+$3.08B |
-$297M |
+$2.79B |
IEFA, AAPL, MSFT, IEMG, IWB
|
Restatement |
11/17/2022, 04:51 PM |
Q2 2022 |
2,047 |
$21.2B |
+$2.27B |
-$215M |
+$2.05B |
IEFA, AAPL, MSFT, IEMG, IWB
|
13F-HR |
8/5/2022, 02:25 PM |
Q1 2022 |
1,559 |
$22.6B |
+$1.08B |
-$994M |
+$85.5M |
IEFA, AAPL, MSFT, IVV, IEMG
|
13F-HR |
5/9/2022, 08:24 AM |
Q4 2021 |
1,621 |
$23.8B |
+$476M |
-$486M |
-$10.4M |
AAPL, IEFA, MSFT, IWF, IWM
|
13F-HR |
2/7/2022, 05:05 PM |
Q3 2021 |
1,610 |
$22.2B |
+$412M |
-$604M |
-$192M |
IEFA, AAPL, MSFT, PYPL, IWF
|
13F-HR |
10/28/2021, 11:21 AM |
Q2 2021 |
1,625 |
$22.8B |
+$379M |
-$2.31B |
-$1.93B |
IEFA, AAPL, PYPL, MSFT, IEMG
|
13F-HR |
8/13/2021, 03:27 PM |
Q1 2021 |
1,615 |
$23.2B |
+$789M |
-$1.76B |
-$975M |
IEFA, IWB, AAPL, IEMG, IWM
|
13F-HR |
5/5/2021, 06:12 PM |
Q4 2020 |
1,726 |
$22.8B |
+$1.12B |
-$722M |
+$402M |
IEFA, AAPL, IWB, IWF, IEMG
|
13F-HR |
2/11/2021, 05:58 PM |
Q3 2020 |
1,658 |
$20.4B |
+$1.53B |
-$571M |
+$962M |
IEFA, AAPL, IWB, IWF, EBAY
|
13F-HR |
11/6/2020, 04:46 PM |
Q2 2020 |
1,642 |
$18.7B |
+$523M |
-$1.57B |
-$1.05B |
IEFA, AAPL, IWB, IWF, MSFT
|
13F-HR |
7/29/2020, 09:00 AM |
Q1 2020 |
1,626 |
$16.4B |
+$6.52B |
-$2.55B |
+$3.96B |
IEFA, PYPL, IWB, AAPL, IWF
|
13F-HR |
5/14/2020, 12:05 PM |
Q4 2019 |
1,467 |
$15.5B |
+$2.1B |
-$7.52B |
-$5.42B |
OEF, PYPL, AAPL, VEA, MSFT
|
13F-HR |
2/7/2020, 04:49 PM |
Q3 2019 |
1,636 |
$20B |
+$1.3B |
-$462M |
+$834M |
PYPL, IEFA, IWF, VEA, IWB
|
13F-HR |
11/12/2019, 02:40 PM |
Q2 2019 |
1,625 |
$19.1B |
+$742M |
-$1.3B |
-$557M |
IEFA, IWF, IEMG, VEA, IWB
|
13F-HR |
8/12/2019, 09:12 AM |
Q1 2019 |
1,612 |
$19.1B |
+$624M |
-$1.07B |
-$448M |
IWF, PYPL, IEFA, IEMG, VEA
|
13F-HR |
5/15/2019, 04:54 PM |
Q4 2018 |
1,480 |
$17.4B |
+$1.12B |
-$1.05B |
+$70.7M |
PYPL, IWF, IEFA, VEA, IEMG
|
13F-HR |
2/1/2019, 09:52 AM |
Q3 2018 |
1,583 |
$20B |
+$1.15B |
-$682M |
+$471M |
PYPL, IWF, IEFA, DWDP, VEA
|
13F-HR |
11/9/2018, 10:33 AM |
Q2 2018 |
1,588 |
$18.6B |
+$457M |
-$763M |
-$305M |
IWF, DWDP, VEA, IEFA, IEMG
|
13F-HR |
8/10/2018, 10:53 AM |
Q1 2018 |
1,603 |
$18.6B |
+$600M |
-$733M |
-$133M |
IWF, VEA, DWDP, IEFA, IEMG
|
13F-HR |
5/4/2018, 02:29 PM |
Q4 2017 |
1,653 |
$19.1B |
+$573M |
-$844M |
-$271M |
IWF, DWDP, VEA, PYPL, IEFA
|
13F-HR |
2/6/2018, 11:35 AM |
Q3 2017 |
1,656 |
$18.4B |
+$1.9B |
-$1.02B |
+$878M |
PYPL, IWF, DWDP, VEA, IEMG
|
13F-HR |
11/13/2017, 11:01 AM |
Q2 2017 |
1,668 |
$16.9B |
+$835M |
-$848M |
-$12.7M |
IWF, VEA, DD, IVW, XOM
|
13F-HR |
8/11/2017, 02:14 PM |
Q1 2017 |
1,692 |
$16.6B |
+$916M |
-$1.11B |
-$192M |
DD, IWF, VEA, IVW, XOM
|
13F-HR |
5/10/2017, 10:48 AM |
Q4 2016 |
1,752 |
$16.1B |
+$815M |
-$832M |
-$17.6M |
DD, VEA, XOM, IVW, JNJ
|
13F-HR |
2/14/2017, 10:35 AM |
Q3 2016 |
1,754 |
$15.7B |
+$1.12B |
-$643M |
+$474M |
VEA, DD, XOM, IVW, PYPL
|
13F-HR |
11/4/2016, 10:32 AM |
Q2 2016 |
1,710 |
$14.9B |
+$586M |
-$843M |
-$257M |
XOM, DD, IVW, VEA, EFA
|
13F-HR |
8/4/2016, 04:36 PM |
Q1 2016 |
1,762 |
$14.8B |
+$705M |
-$1.06B |
-$355M |
IVW, DD, XOM, VEA, EFA
|
13F-HR |
5/11/2016, 02:16 PM |
Q4 2015 |
1,802 |
$15.1B |
+$743M |
-$1.21B |
-$467M |
IVW, DD, VEA, XOM, EFA
|
13F-HR |
2/12/2016, 01:38 PM |
Q3 2015 |
1,871 |
$14.7B |
+$1.38B |
-$1.82B |
-$434M |
IVW, VEA, XOM, EFA, IWF
|
13F-HR |
11/13/2015, 03:35 PM |
Q2 2015 |
2,145 |
$16.6B |
+$1.67B |
-$913M |
+$756M |
IVW, VEA, DD, GM, XOM
|
13F-HR |
8/14/2015, 10:56 AM |
Q1 2015 |
2,100 |
$16B |
+$675M |
-$719M |
-$43.3M |
IVW, DD, VEA, XOM, EFA
|
13F-HR |
5/14/2015, 12:27 PM |
Q4 2014 |
2,130 |
$16B |
+$873M |
-$838M |
+$34.8M |
IVW, DD, XOM, EBAY, VEA
|
13F-HR |
2/12/2015, 02:39 PM |
Q3 2014 |
2,268 |
$15.6B |
+$13.2B |
-$7.82M |
+$13.2B |
IVW, EBAY, DD, XOM, VEA
|
13F-HR |
11/14/2014, 11:44 AM |
Q2 2014 |
1,080 |
$2.39B |
+$137M |
-$177M |
-$39.5M |
MTB, EFA, XOM, JNJ, CVX
|
13F-HR |
8/13/2014, 02:31 PM |
Q1 2014 |
1,211 |
$2.41B |
+$78.9M |
-$72.7M |
+$6.17M |
EFA, MTB, XOM, JNJ, GE
|
13F-HR |
5/14/2014, 03:56 PM |
Q4 2013 |
1,089 |
$2.39B |
$0 |
$0 |
|
EFA, MTB, XOM, GE, JNJ
|
13F-HR |
2/12/2014, 12:31 PM |