Q3 2024 |
2,567 |
$27.4B |
+$2.19B |
-$760M |
+$1.43B |
IVV, AAPL, QUAL, MSFT, QQQ
|
13F-HR |
11/15/2024, 08:06 AM |
Q2 2024 |
2,469 |
$24.8B |
+$1.76B |
-$1.26B |
+$497M |
IVV, MSFT, QUAL, AAPL, QQQ
|
13F-HR |
8/14/2024, 03:49 PM |
Q1 2024 |
2,464 |
$24.3B |
+$2.39B |
-$1.22B |
+$1.17B |
IVV, MSFT, QUAL, QQQ, AAPL
|
13F-HR |
5/14/2024, 02:00 PM |
Q4 2023 |
2,439 |
$21.7B |
+$2.76B |
-$930M |
+$1.83B |
IVV, MSFT, AAPL, QQQ, QUAL
|
13F-HR |
2/14/2024, 11:29 AM |
Q3 2023 |
2,295 |
$18.1B |
+$1.55B |
-$901M |
+$649M |
IVV, AAPL, MSFT, QQQ, QUAL
|
13F-HR |
11/14/2023, 07:48 AM |
Q2 2023 |
2,290 |
$18.1B |
+$3.86B |
-$478M |
+$3.38B |
IVV, AAPL, MSFT, QQQ, QUAL
|
13F-HR |
8/14/2023, 12:47 PM |
Q1 2023 |
2,019 |
$14.1B |
+$1.14B |
-$2.84B |
-$1.69B |
IVV, MSFT, IUSB, SPY, QUAL
|
13F-HR |
5/12/2023, 01:53 PM |
Q4 2022 |
2,148 |
$15.2B |
+$1.77B |
-$636M |
+$1.13B |
IVV, ESGU, MSFT, AAPL, IUSB
|
13F-HR |
2/13/2023, 09:34 AM |
Q3 2022 |
2,069 |
$13.2B |
+$1.42B |
-$453M |
+$963M |
IVV, ESGU, AAPL, MSFT, SPY
|
13F-HR |
11/14/2022, 01:20 PM |
Q2 2022 |
2,026 |
$13.2B |
+$1.78B |
-$608M |
+$1.17B |
IVV, ESGU, AAPL, MSFT, SPY
|
13F-HR |
8/12/2022, 10:03 AM |
Q1 2022 |
2,054 |
$14.2B |
+$1.65B |
-$591M |
+$1.06B |
IVV, ESGU, AAPL, QQQ, MSFT
|
13F-HR |
5/13/2022, 02:55 PM |
Q4 2021 |
2,012 |
$13.9B |
+$1.05B |
-$542M |
+$504M |
IVV, ESGU, AAPL, QQQ, MSFT
|
13F-HR |
2/14/2022, 12:24 PM |
Q3 2021 |
1,945 |
$12.6B |
+$1.22B |
-$355M |
+$865M |
IVV, ESGU, QQQ, AAPL, MSFT
|
13F-HR |
11/15/2021, 01:10 PM |
Q2 2021 |
1,894 |
$11.9B |
+$1.21B |
-$352M |
+$857M |
IVV, ESGU, QQQ, AAPL, MSFT
|
13F-HR |
8/13/2021, 02:33 PM |
Q1 2021 |
1,796 |
$10.5B |
+$1.27B |
-$546M |
+$720M |
IVV, QQQ, ESGU, AAPL, SPY
|
13F-HR |
5/14/2021, 04:58 PM |
Q4 2020 |
1,659 |
$9.36B |
+$989M |
-$409M |
+$580M |
IVV, QQQ, AAPL, ESGU, SPY
|
13F-HR |
2/12/2021, 04:18 PM |
Q3 2020 |
1,570 |
$7.98B |
+$738M |
-$609M |
+$129M |
IVV, QQQ, AAPL, SPY, AMZN
|
13F-HR |
11/13/2020, 10:49 AM |
Q2 2020 |
1,508 |
$7.47B |
+$1.3B |
-$613M |
+$688M |
IVV, QQQ, SPY, AAPL, USMV
|
13F-HR |
8/14/2020, 03:53 PM |
Q1 2020 |
1,388 |
$5.81B |
+$671M |
-$573M |
+$97.6M |
IVV, SPY, QQQ, USMV, GOVT
|
13F-HR |
5/14/2020, 08:40 AM |
Q4 2019 |
1,499 |
$6.99B |
+$746M |
-$364M |
+$382M |
IVV, SPY, QQQ, USMV, AAPL
|
13F-HR |
2/11/2020, 10:22 AM |
Q3 2019 |
1,466 |
$6.21B |
+$246M |
-$1.06B |
-$814M |
IVV, SPY, USMV, QQQ, VOO
|
13F-HR |
11/14/2019, 10:50 AM |
Q2 2019 |
1,588 |
$6.97B |
+$554M |
-$228M |
+$326M |
IVV, SPY, QQQ, VOO, USMV
|
13F-HR |
8/13/2019, 09:26 AM |
Q1 2019 |
1,585 |
$6.46B |
+$659M |
-$399M |
+$259M |
IVV, SPY, QQQ, VOO, AAPL
|
13F-HR |
5/10/2019, 04:32 PM |
Q4 2018 |
1,488 |
$5.56B |
+$711M |
-$300M |
+$411M |
SPY, IVV, QQQ, VOO, IJH
|
13F-HR |
2/14/2019, 04:42 PM |
Q3 2018 |
1,592 |
$5.93B |
+$1.47B |
-$313M |
+$1.16B |
SPY, QQQ, IVV, AAPL, IJH
|
13F-HR |
11/7/2018, 02:03 PM |
Q2 2018 |
1,349 |
$4.58B |
+$753M |
-$950M |
-$198M |
SPY, QQQ, IVV, IWF, IJH
|
13F-HR |
8/13/2018, 02:53 PM |
Q1 2018 |
1,363 |
$4.71B |
+$369M |
-$834M |
-$465M |
SPY, QQQ, VUG, IWF, SDY
|
13F-HR |
5/11/2018, 10:43 AM |
Q4 2017 |
1,389 |
$5.23B |
+$443M |
-$211M |
+$231M |
IVV, SPY, QQQ, VUG, IGIB
|
13F-HR |
2/13/2018, 01:41 PM |
Q3 2017 |
1,313 |
$4.81B |
+$399M |
-$927M |
-$528M |
IVV, SPY, QQQ, VUG, VIG
|
13F-HR |
11/14/2017, 04:38 PM |
Q2 2017 |
1,273 |
$5.16B |
+$3.6B |
-$1.04B |
+$2.56B |
SPY, IVV, SPDW, AGG, VUG
|
13F-HR |
8/11/2017, 03:02 PM |
Q1 2017 |
861 |
$2.56B |
$0 |
$0 |
|
OEF, SPY, SPEU, BLV, VIG
|
13F-HR |
5/15/2017, 09:58 AM |
Q4 2016 |
49 |
$89.3M |
+$16.2M |
-$14.9M |
+$1.23M |
OEF, VIG, IWP, EFV, QQQ
|
13F-HR |
2/13/2017, 04:34 PM |
Q3 2016 |
34 |
$87M |
+$10.9M |
-$38.9M |
-$28M |
OEF, VIG, IWP, QQQ, EFV
|
13F-HR |
11/14/2016, 10:06 AM |
Q2 2016 |
36 |
$112M |
+$3.88M |
-$2.4M |
+$1.48M |
OEF, IWP, EFV, QQQ, VIG
|
13F-HR |
8/5/2016, 04:32 PM |
Q1 2016 |
36 |
$109M |
+$17.2M |
-$15.7M |
+$1.55M |
OEF, IWP, EFV, QQQ, VIG
|
13F-HR |
5/12/2016, 08:50 AM |
Q4 2015 |
44 |
$108M |
+$9.51M |
-$3.27M |
+$6.24M |
OEF, EFV, IWP, QQQ, VIG
|
13F-HR |
2/10/2016, 04:30 PM |
Q3 2015 |
44 |
$98.5M |
+$14.5M |
-$5.13M |
+$9.4M |
OEF, EFV, IWP, QQQ, VIG
|
13F-HR |
11/12/2015, 09:23 AM |
Q2 2015 |
45 |
$97.5M |
$0 |
$0 |
|
OEF, IWP, EFV, QQQ, VIG
|
13F-HR |
7/16/2015, 04:24 PM |