Q3 2024 |
530 |
$135M |
+$6.03M |
-$1.14B |
-$1.13B |
IJH, AAPL, IWM, BRKB, IVV
|
13F-HR |
11/12/2024, 01:24 PM |
Q2 2024 |
488 |
$1.22B |
+$136M |
-$46M |
+$89.7M |
IJH, AAPL, TFLO, IVV, IWM
|
13F-HR |
8/13/2024, 02:32 PM |
Q1 2024 |
478 |
$1.12B |
+$141M |
-$69.4M |
+$71.5M |
IJH, BRKB, TFLO, IWM, IVV
|
13F-HR |
5/9/2024, 04:07 PM |
Q4 2023 |
464 |
$1.03B |
+$114M |
-$117M |
-$3M |
IJH, TFLO, BRKB, IWM, IVV
|
13F-HR |
2/12/2024, 09:09 AM |
Q3 2023 |
431 |
$952M |
+$66.1M |
-$82.8M |
-$16.7M |
VEA, IJH, BRKB, IVV, IWM
|
13F-HR |
11/13/2023, 08:12 AM |
Q2 2023 |
449 |
$994M |
+$256M |
-$76.6M |
+$180M |
VEA, IJH, IVV, BRKB, AAPL
|
13F-HR |
8/10/2023, 09:04 AM |
Q1 2023 |
357 |
$784M |
+$162M |
-$159M |
+$3.21M |
VEA, IJH, IVV, BRKB, IWM
|
13F-HR |
5/9/2023, 03:56 PM |
Q4 2022 |
395 |
$752M |
+$84.7M |
-$132M |
-$47.5M |
IJH, IVV, IWM, VEA, AAPL
|
13F-HR |
2/13/2023, 09:08 AM |
Q3 2022 |
429 |
$754M |
+$153M |
-$113M |
+$40.6M |
IJH, IVV, AAPL, IWM, BRKB
|
13F-HR |
11/8/2022, 07:24 PM |
Q2 2022 |
405 |
$805M |
+$108M |
-$161M |
-$52.1M |
IJH, AAPL, IVV, IWM, BRKB
|
13F-HR |
8/15/2022, 09:01 AM |
Q1 2022 |
450 |
$1.02B |
+$126M |
-$90.8M |
+$35.1M |
AAPL, IJH, IVV, BRKB, IWM
|
13F-HR |
5/11/2022, 05:01 PM |
Q4 2021 |
461 |
$1.01B |
+$343M |
-$60M |
+$283M |
AAPL, IVV, IJH, GOOG, IWM
|
13F-HR |
2/4/2022, 04:59 PM |
Q3 2021 |
287 |
$655M |
+$74M |
-$347M |
-$273M |
AAPL, IVV, IJH, IWM, MSFT
|
13F-HR |
11/12/2021, 04:11 PM |
Q2 2021 |
456 |
$953M |
+$77.9M |
-$128M |
-$49.7M |
IVV, AAPL, VWO, GOOG, IJH
|
13F-HR |
8/10/2021, 01:52 PM |
Q1 2021 |
452 |
$954M |
+$631M |
-$51.9M |
+$579M |
IVV, AAPL, IJH, VWO, GOOG
|
13F-HR |
5/10/2021, 01:06 PM |
Q4 2020 |
189 |
$336M |
+$42.9M |
-$453M |
-$410M |
GOOG, MSFT, QQQ, ARKK, LMBS
|
13F-HR |
2/8/2021, 09:26 AM |
Q3 2020 |
371 |
$719M |
+$103M |
-$90.6M |
+$11.9M |
IVV, AAPL, ACWV, MSFT, VWO
|
13F-HR |
11/12/2020, 08:29 AM |
Q2 2020 |
394 |
$697M |
+$105M |
-$103M |
+$2.68M |
IVV, AAPL, ACWV, VWO, GOOG
|
13F-HR |
8/7/2020, 05:33 PM |
Q1 2020 |
351 |
$593M |
+$98.8M |
-$83.6M |
+$15.2M |
VWO, IVV, ACWV, AAPL, GOOG
|
13F-HR |
5/13/2020, 07:22 PM |
Q4 2019 |
379 |
$707M |
+$53.4M |
-$61.5M |
-$8.1M |
VWO, IVV, IJH, AAPL, IWM
|
13F-HR |
2/14/2020, 11:35 AM |
Q3 2019 |
405 |
$669M |
+$49.6M |
-$50.2M |
-$581K |
VWO, IVV, IJH, IWM, BRKB
|
13F-HR |
11/7/2019, 03:34 PM |
Q2 2019 |
384 |
$651M |
+$73.1M |
-$45.3M |
+$27.8M |
VWO, IVV, IJH, BRKB, IWM
|
13F-HR |
8/5/2019, 03:03 PM |
Q1 2019 |
366 |
$603M |
+$65M |
-$42.8M |
+$22.2M |
VWO, IJH, IVV, BRKB, IWM
|
13F-HR |
5/15/2019, 09:48 AM |
Q4 2018 |
333 |
$525M |
+$78.5M |
-$71.7M |
+$6.81M |
VWO, IJH, IVV, SPY, BRKB
|
13F-HR |
2/13/2019, 01:29 PM |
Q3 2018 |
373 |
$593M |
+$52.9M |
-$49.5M |
+$3.4M |
IJH, IVV, VWO, VEA, BRKB
|
13F-HR |
11/13/2018, 10:41 AM |
Q2 2018 |
361 |
$562M |
+$208M |
-$37.9M |
+$170M |
IJH, IVV, VEA, VWO, IWM
|
13F-HR |
8/13/2018, 01:44 PM |
Q1 2018 |
263 |
$394M |
+$41.2M |
-$75.4M |
-$34.2M |
IJH, VWO, VEA, IVV, IWM
|
13F-HR |
5/2/2018, 05:34 PM |
Q4 2017 |
280 |
$428M |
+$33M |
-$18.2M |
+$14.8M |
IJH, VEA, VWO, IVV, IWM
|
13F-HR |
2/13/2018, 05:06 PM |
Q3 2017 |
278 |
$396M |
+$36.1M |
-$30.3M |
+$5.85M |
IJH, VEA, VWO, IVV, IWM
|
13F-HR |
11/7/2017, 09:38 AM |
Q2 2017 |
292 |
$376M |
+$36.4M |
-$21.9M |
+$14.6M |
IJH, VEA, VWO, IVV, IWM
|
13F-HR |
8/4/2017, 05:27 PM |
Q1 2017 |
286 |
$350M |
+$111M |
-$11.1M |
+$99.8M |
IJH, VEA, VWO, IVV, IWM
|
13F-HR |
5/10/2017, 12:12 PM |
Q4 2016 |
224 |
$240M |
+$42.3M |
-$21.1M |
+$21.2M |
IJH, VWO, VEA, IVV, IWM
|
13F-HR |
2/14/2017, 04:13 PM |
Q3 2016 |
199 |
$215M |
+$39.2M |
-$274K |
+$38.9M |
VWO, VEA, IJH, IVV, IWM
|
13F-HR |
11/15/2016, 01:01 PM |
Q2 2016 |
185 |
$274K |
$0 |
$0 |
|
|
13F-HR |
8/15/2016, 04:22 PM |