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 |
$1.13B |
+$141M |
-$72.3M |
+$68.7M |
IJH, BRKB, TFLO, IWM, IVV
|
13F-HR |
5/9/2024, 04:07 PM |
Q4 2023 |
464 |
$1.03B |
+$114M |
-$119M |
-$5.26M |
IJH, TFLO, BRKB, IWM, IVV
|
13F-HR |
2/12/2024, 09:09 AM |
Q3 2023 |
431 |
$952M |
+$68.7M |
-$83M |
-$14.2M |
VEA, IJH, BRKB, IVV, IWM
|
13F-HR |
11/13/2023, 08:12 AM |
Q2 2023 |
449 |
$997M |
+$257M |
-$74.3M |
+$183M |
VEA, IJH, IVV, BRKB, AAPL
|
13F-HR |
8/10/2023, 09:04 AM |
Q1 2023 |
357 |
$780M |
+$159M |
-$166M |
-$7.62M |
VEA, IJH, IVV, BRKB, IWM
|
13F-HR |
5/9/2023, 03:56 PM |
Q4 2022 |
395 |
$758M |
+$84.7M |
-$146M |
-$60.9M |
IJH, IVV, IWM, VEA, AAPL
|
13F-HR |
2/13/2023, 09:08 AM |
Q3 2022 |
429 |
$777M |
+$162M |
-$128M |
+$34.1M |
IJH, IVV, AAPL, IWM, BRKB
|
13F-HR |
11/8/2022, 07:24 PM |
Q2 2022 |
393 |
$815M |
+$110M |
-$164M |
-$53.8M |
IJH, AAPL, IVV, IWM, BRKB
|
13F-HR |
8/15/2022, 09:01 AM |
Q1 2022 |
438 |
$1.03B |
+$130M |
-$89.4M |
+$41M |
AAPL, IJH, IVV, BRKB, IWM
|
13F-HR |
5/11/2022, 05:01 PM |
Q4 2021 |
447 |
$1.04B |
+$375M |
-$61.4M |
+$314M |
AAPL, IVV, IJH, GOOG, IWM
|
13F-HR |
2/4/2022, 04:59 PM |
Q3 2021 |
279 |
$691M |
+$79.6M |
-$350M |
-$270M |
AAPL, IVV, IJH, IWM, MSFT
|
13F-HR |
11/12/2021, 04:11 PM |
Q2 2021 |
444 |
$959M |
+$77.3M |
-$131M |
-$53.6M |
IVV, AAPL, VWO, GOOG, IJH
|
13F-HR |
8/10/2021, 01:52 PM |
Q1 2021 |
441 |
$958M |
+$641M |
-$50.4M |
+$591M |
IVV, AAPL, IJH, VWO, GOOG
|
13F-HR |
5/10/2021, 01:06 PM |
Q4 2020 |
180 |
$346M |
+$50.5M |
-$454M |
-$403M |
GOOG, MSFT, QQQ, ARKK, LMBS
|
13F-HR |
2/8/2021, 09:26 AM |
Q3 2020 |
368 |
$724M |
+$100M |
-$103M |
-$2.36M |
IVV, AAPL, ACWV, MSFT, VWO
|
13F-HR |
11/12/2020, 08:29 AM |
Q2 2020 |
388 |
$710M |
+$104M |
-$105M |
-$687K |
IVV, AAPL, ACWV, VWO, GOOG
|
13F-HR |
8/7/2020, 05:33 PM |
Q1 2020 |
348 |
$606M |
+$111M |
-$83.9M |
+$27.6M |
VWO, IVV, ACWV, AAPL, GOOG
|
13F-HR |
5/13/2020, 07:22 PM |
Q4 2019 |
378 |
$711M |
+$53.6M |
-$60.7M |
-$7.05M |
VWO, IVV, IJH, AAPL, IWM
|
13F-HR |
2/14/2020, 11:35 AM |
Q3 2019 |
401 |
$668M |
+$59.6M |
-$47.6M |
+$12M |
VWO, IVV, IJH, IWM, BRKB
|
13F-HR |
11/7/2019, 03:34 PM |
Q2 2019 |
381 |
$655M |
+$79.6M |
-$51.7M |
+$27.9M |
VWO, IVV, IJH, BRKB, IWM
|
13F-HR |
8/5/2019, 03:03 PM |
Q1 2019 |
365 |
$612M |
+$73.5M |
-$42.5M |
+$31M |
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 |