Q3 2024 |
2,483 |
$63.6B |
+$2.8B |
-$8.22B |
-$5.42B |
IVV, SPY, MSFT, AAPL, GOVT
|
13F-HR |
11/13/2024, 09:04 AM |
Q2 2024 |
2,627 |
$65.6B |
+$3.31B |
-$3.29B |
+$25.5M |
IVV, MSFT, SPY, AAPL, GOVT
|
13F-HR |
8/20/2024, 05:38 PM |
Q1 2024 |
2,600 |
$65.9B |
+$3.32B |
-$4.41B |
-$1.09B |
IVV, MSFT, SPY, GOVT, RSP
|
13F-HR |
5/10/2024, 05:33 PM |
Q4 2023 |
2,623 |
$62.8B |
+$2.6B |
-$5.48B |
-$2.88B |
IVV, MSFT, SPY, AAPL, GOVT
|
13F-HR |
2/2/2024, 05:28 PM |
Q3 2023 |
2,563 |
$59.8B |
+$3.58B |
-$1.53B |
+$2.05B |
IVV, MSFT, SPY, AAPL, GOVT
|
13F-HR |
11/14/2023, 05:24 PM |
Q2 2023 |
2,550 |
$60B |
+$2.72B |
-$3.34B |
-$613M |
IVV, MSFT, SPY, AAPL, GOVT
|
13F-HR |
8/1/2023, 12:15 PM |
Q1 2023 |
2,547 |
$58B |
+$3.23B |
-$3.81B |
-$581M |
IVV, MSFT, SPY, GOVT, AAPL
|
13F-HR |
5/5/2023, 04:04 PM |
Q4 2022 |
2,541 |
$56.7B |
+$3.21B |
-$2.93B |
+$283M |
IVV, SPY, MSFT, KO, GOVT
|
13F-HR |
2/17/2023, 04:25 PM |
Q3 2022 |
2,545 |
$52B |
+$4.24B |
-$2.58B |
+$1.66B |
IVV, SPY, MSFT, AAPL, KO
|
13F-HR |
10/26/2022, 01:44 PM |
Q2 2022 |
2,655 |
$54.3B |
+$3.92B |
-$3.49B |
+$432M |
IVV, SPY, MSFT, KO, AAPL
|
13F-HR |
7/22/2022, 10:43 AM |
Q1 2022 |
2,688 |
$63.2B |
+$4.34B |
-$3.48B |
+$860M |
IVV, MSFT, SPY, AAPL, KO
|
13F-HR |
4/22/2022, 02:51 PM |
Q4 2021 |
2,749 |
$65.4B |
+$2.28B |
-$2.11B |
+$170M |
IVV, MSFT, SPY, AAPL, KO
|
13F-HR |
2/14/2022, 02:46 PM |
Q3 2021 |
2,720 |
$60.8B |
+$2.78B |
-$2.34B |
+$439M |
IVV, MSFT, SPY, AAPL, KO
|
13F-HR |
11/5/2021, 03:02 PM |
Q2 2021 |
2,738 |
$61B |
+$2.98B |
-$2.59B |
+$383M |
IVV, MSFT, SPY, AAPL, KO
|
13F-HR |
8/13/2021, 06:08 PM |
Q1 2021 |
2,657 |
$57.4B |
+$4.69B |
-$2.71B |
+$1.99B |
IVV, SPY, MSFT, KO, AAPL
|
13F-HR |
5/14/2021, 05:41 PM |
Q4 2020 |
2,570 |
$52.2B |
+$4.24B |
-$3.01B |
+$1.22B |
IVV, SPY, AAPL, MSFT, KO
|
Restatement |
11/19/2021, 10:32 AM |
Q3 2020 |
2,486 |
$45.6B |
+$2.56B |
-$3.41B |
-$852M |
IVV, SPY, MSFT, AAPL, KO
|
Restatement |
11/5/2021, 02:15 PM |
Q2 2020 |
2,471 |
$44.4B |
+$3.19B |
-$3.17B |
+$21.6M |
IVV, MSFT, SPY, KO, AAPL
|
Restatement |
11/16/2021, 05:27 PM |
Q1 2020 |
2,433 |
$37.9B |
+$2.92B |
-$2.44B |
+$481M |
IVV, SPY, MSFT, KO, AAPL
|
Restatement |
11/5/2021, 11:55 AM |
Q4 2019 |
2,537 |
$49.1B |
+$43B |
-$179M |
+$42.9B |
CCL, IVV, KO, SPY, MSFT
|
Restatement |
11/16/2021, 03:59 PM |
Q3 2019 |
778 |
$5.78B |
+$157M |
-$183M |
-$26.1M |
EFA, BBT, SPY, MSFT, IJH
|
13F-HR |
10/31/2019, 12:15 PM |
Q2 2019 |
778 |
$5.77B |
+$189M |
-$181M |
+$7.66M |
EFA, BBT, SPY, MSFT, IJH
|
13F-HR |
7/24/2019, 12:47 PM |
Q1 2019 |
772 |
$5.6B |
+$311M |
-$178M |
+$133M |
EFA, BBT, SPY, IJH, IWR
|
13F-HR |
4/23/2019, 09:20 AM |
Q4 2018 |
761 |
$4.88B |
+$352M |
-$225M |
+$128M |
EFA, BBT, SPY, MSFT, IWR
|
13F-HR |
1/22/2019, 01:05 PM |
Q3 2018 |
778 |
$5.56B |
+$258M |
-$195M |
+$63.2M |
EFA, BBT, SPY, MSFT, IWR
|
13F-HR |
10/17/2018, 01:49 PM |
Q2 2018 |
758 |
$5.26B |
+$142M |
-$198M |
-$56.2M |
BBT, EFA, SPY, MSFT, IWR
|
13F-HR |
7/26/2018, 01:15 PM |
Q1 2018 |
756 |
$5.24B |
+$188M |
-$201M |
-$13.3M |
BBT, EFA, SPY, MSFT, IWR
|
13F-HR |
4/20/2018, 11:22 AM |
Q4 2017 |
793 |
$5.35B |
+$155M |
-$228M |
-$72.3M |
BBT, EFA, SPY, IWF, MSFT
|
13F-HR |
1/29/2018, 09:46 AM |
Q3 2017 |
815 |
$5.15B |
+$176M |
-$267M |
-$91M |
BBT, EFA, SPY, IWF, MSFT
|
13F-HR |
10/23/2017, 10:39 AM |
Q2 2017 |
800 |
$5.04B |
+$202M |
-$250M |
-$48.3M |
BBT, EFA, SPY, IWF, MSFT
|
13F-HR |
7/20/2017, 08:54 AM |
Q1 2017 |
839 |
$4.97B |
+$281M |
-$375M |
-$94.8M |
BBT, EFA, IWF, AAPL, SPY
|
13F-HR |
4/28/2017, 02:04 PM |
Q4 2016 |
861 |
$4.89B |
+$212M |
-$320M |
-$108M |
BBT, EFA, XOM, IWF, MSFT
|
13F-HR |
2/2/2017, 02:02 PM |
Q3 2016 |
857 |
$4.87B |
+$177M |
-$191M |
-$13.8M |
BBT, EFA, XOM, IWF, JNJ
|
13F-HR |
11/1/2016, 03:03 PM |
Q2 2016 |
876 |
$4.76B |
+$1.07B |
-$260M |
+$813M |
BBT, EFA, XOM, JNJ, IWF
|
13F-HR |
8/1/2016, 10:52 AM |
Q1 2016 |
811 |
$3.87B |
+$225M |
-$264M |
-$38.7M |
BBT, EFA, IWF, XOM, IWR
|
13F-HR |
5/5/2016, 02:04 PM |
Q4 2015 |
802 |
$3.86B |
+$224M |
-$368M |
-$144M |
BBT, EFA, IWF, XOM, GE
|
13F-HR |
1/28/2016, 03:46 PM |
Q3 2015 |
847 |
$3.85B |
+$635M |
-$172M |
+$463M |
BBT, EFA, IWF, XOM, GE
|
13F-HR |
11/4/2015, 11:18 AM |
Q2 2015 |
822 |
$3.7B |
+$363M |
-$122M |
+$241M |
BBT, EFA, IWF, SPY, AAPL
|
13F-HR |
7/29/2015, 09:05 AM |
Q1 2015 |
796 |
$3.48B |
+$220M |
-$170M |
+$50.4M |
BBT, EFA, IWF, SPY, AAPL
|
13F-HR |
4/23/2015, 04:19 PM |
Q4 2014 |
792 |
$3.41B |
+$210M |
-$167M |
+$42.8M |
BBT, EFA, IWF, SPY, AAPL
|
13F-HR |
1/26/2015, 03:43 PM |
Q3 2014 |
762 |
$3.31B |
+$224M |
-$171M |
+$53.1M |
BBT, EFA, IWF, XOM, SPY
|
13F-HR |
10/21/2014, 12:15 PM |
Q2 2014 |
788 |
$3.34B |
+$233M |
-$137M |
+$96.2M |
BBT, EFA, IWF, XOM, SPY
|
13F-HR |
7/21/2014, 01:05 PM |
Q1 2014 |
798 |
$3.17B |
+$207M |
-$169M |
+$38.3M |
BBT, EFA, IWF, XOM, SPY
|
13F-HR |
4/28/2014, 10:19 AM |
Q4 2013 |
777 |
$3.1B |
$0 |
$0 |
|
BBT, EFA, IWF, XOM, SPY
|
13F-HR |
1/27/2014, 10:03 AM |