Q3 2024 |
1,291 |
$7.05B |
+$443M |
-$263M |
+$180M |
VTI, AAPL, MSFT, QQQ, IWD
|
13F-HR |
10/28/2024, 03:33 PM |
Q2 2024 |
1,272 |
$6.56B |
+$415M |
-$237M |
+$178M |
VTI, AAPL, MSFT, QQQ, IWD
|
13F-HR |
8/6/2024, 11:13 AM |
Q1 2024 |
1,310 |
$6.45B |
+$592M |
-$336M |
+$256M |
VTI, AAPL, MSFT, IWD, QQQ
|
13F-HR |
5/15/2024, 11:13 AM |
Q4 2023 |
1,248 |
$5.8B |
+$434M |
-$340M |
+$93.6M |
VTI, AAPL, MSFT, IWD, SHY
|
13F-HR |
2/13/2024, 05:29 PM |
Q3 2023 |
1,214 |
$5.22B |
+$323M |
-$474M |
-$151M |
VTI, AAPL, SHY, IWD, MSFT
|
13F-HR |
11/14/2023, 11:15 AM |
Q2 2023 |
1,227 |
$5.56B |
+$460M |
-$385M |
+$74.9M |
VTI, AAPL, IWD, MSFT, SHY
|
13F-HR |
8/14/2023, 04:38 PM |
Q1 2023 |
1,191 |
$5.21B |
+$430M |
-$322M |
+$108M |
VTI, AAPL, SHY, IWD, MSFT
|
13F-HR |
5/15/2023, 12:51 PM |
Q4 2022 |
1,169 |
$4.88B |
+$349M |
-$444M |
-$95.1M |
VTI, IWD, AAPL, SHY, IWS
|
Restatement |
2/14/2023, 09:59 AM |
Q3 2022 |
1,202 |
$4.68B |
+$383M |
-$369M |
+$14.6M |
VTI, AAPL, IWD, SHY, MSFT
|
13F-HR |
11/2/2022, 12:00 PM |
Q2 2022 |
1,227 |
$4.96B |
+$295M |
-$599M |
-$304M |
VTI, IWD, AAPL, SHY, MSFT
|
13F-HR |
8/3/2022, 03:48 PM |
Q1 2022 |
1,318 |
$6.13B |
+$520M |
-$684M |
-$164M |
VTI, SHY, AAPL, IWD, MSFT
|
13F-HR |
5/4/2022, 02:31 PM |
Q4 2021 |
1,345 |
$6.61B |
+$334M |
-$593M |
-$259M |
VTI, AAPL, SHY, IWD, MSFT
|
13F-HR |
3/7/2022, 12:18 PM |
Q3 2021 |
1,353 |
$6.46B |
+$283M |
-$421M |
-$139M |
VTI, SHY, IGSB, AAPL, IWD
|
13F-HR |
10/27/2021, 04:45 PM |
Q2 2021 |
1,341 |
$6.67B |
+$519M |
-$272M |
+$247M |
VTI, IGSB, SHY, AAPL, IWD
|
13F-HR |
8/12/2021, 10:38 AM |
Q1 2021 |
1,304 |
$6.09B |
+$684M |
-$464M |
+$220M |
VTI, SHY, IGSB, AAPL, IWD
|
13F-HR |
5/14/2021, 04:36 PM |
Q4 2020 |
1,218 |
$5.57B |
+$398M |
-$412M |
-$14.1M |
VTI, SHY, AAPL, IWD, IWS
|
13F-HR |
2/10/2021, 11:55 AM |
Q3 2020 |
1,181 |
$5.08B |
+$457M |
-$220M |
+$237M |
VTI, SHY, IGSB, IWF, AAPL
|
13F-HR |
11/12/2020, 05:39 PM |
Q2 2020 |
1,145 |
$4.65B |
+$543M |
-$306M |
+$238M |
VTI, IGSB, IWF, IWS, IAU
|
13F-HR |
8/24/2020, 01:33 PM |
Q1 2020 |
1,103 |
$3.75B |
+$443M |
-$478M |
-$35M |
VTI, BIV, IWS, IWD, IWF
|
13F-HR |
5/14/2020, 10:08 AM |
Q4 2019 |
1,142 |
$4.76B |
+$257M |
-$284M |
-$26.8M |
VTI, IWS, IWD, IGSB, IWF
|
13F-HR |
2/14/2020, 11:48 AM |
Q3 2019 |
1,145 |
$4.55B |
+$377M |
-$256M |
+$120M |
VTI, IWS, IWD, IGSB, IWF
|
13F-HR |
10/18/2019, 03:45 PM |
Q2 2019 |
1,174 |
$4.41B |
+$296M |
-$207M |
+$88.4M |
VTI, IWS, IWD, IWF, IGSB
|
13F-HR |
8/1/2019, 04:41 PM |
Q1 2019 |
1,170 |
$4.22B |
+$420M |
-$150M |
+$270M |
VTI, IWS, IWD, IWF, IWP
|
13F-HR |
5/3/2019, 12:23 PM |
Q4 2018 |
1,106 |
$3.52B |
+$344M |
-$285M |
+$58.3M |
IWS, IWD, IWF, VTI, IWP
|
13F-HR |
2/11/2019, 11:13 AM |
Q3 2018 |
1,158 |
$4.02B |
+$773M |
-$180M |
+$592M |
IWS, IWD, IWF, IWP, IWN
|
13F-HR |
11/14/2018, 11:13 AM |
Q2 2018 |
861 |
$3.31B |
+$731M |
-$176M |
+$556M |
IWS, IWD, IWN, IWP, IWF
|
13F-HR |
8/10/2018, 03:49 PM |
Q1 2018 |
686 |
$2.68B |
+$249M |
-$151M |
+$97.6M |
IWS, IWD, IWF, IWN, IWP
|
13F-HR |
5/3/2018, 03:40 PM |
Q4 2017 |
687 |
$2.67B |
+$134M |
-$364M |
-$230M |
IWS, IWD, IWF, IWN, IWP
|
13F-HR |
2/5/2018, 03:05 PM |
Q3 2017 |
703 |
$2.77B |
+$186M |
-$408M |
-$223M |
IWS, IWD, IWN, IWP, IWF
|
13F-HR |
11/8/2017, 02:54 PM |
Q2 2017 |
870 |
$2.91B |
+$240M |
-$122M |
+$119M |
IWS, IWD, IWN, IWP, IWF
|
13F-HR |
8/10/2017, 12:40 PM |
Q1 2017 |
845 |
$2.75B |
+$308M |
-$107M |
+$201M |
IWS, IWD, IWN, IWP, IWF
|
13F-HR |
5/11/2017, 03:30 PM |
Q4 2016 |
793 |
$2.45B |
+$224M |
-$123M |
+$101M |
IWS, IWD, IWN, IWP, IWF
|
13F-HR |
2/9/2017, 03:39 PM |
Q3 2016 |
773 |
$2.28B |
+$139M |
-$146M |
-$7.03M |
IWS, IWD, IWN, IWP, IWF
|
Restatement |
11/30/2016, 12:01 PM |
Q2 2016 |
768 |
$2.24B |
+$200M |
-$66.8M |
+$133M |
IWS, IWD, IWN, IWP, IWF
|
13F-HR |
8/5/2016, 02:51 PM |
Q1 2016 |
754 |
$2.04B |
+$198M |
-$177M |
+$20.9M |
IWS, IWD, IWN, IWP, IWF
|
13F-HR |
5/5/2016, 12:19 PM |
Q4 2015 |
753 |
$1.99B |
+$167M |
-$160M |
+$7.65M |
IWS, IWD, IWN, IWF, IWP
|
13F-HR |
2/10/2016, 03:48 PM |
Q3 2015 |
753 |
$1.92B |
+$161M |
-$244M |
-$82.9M |
IWS, IWD, IWN, IWF, IWP
|
13F-HR |
11/3/2015, 12:09 PM |
Q2 2015 |
801 |
$2.2B |
+$213M |
-$166M |
+$47.6M |
IWS, IWD, IWN, IWF, JBHT
|
13F-HR |
7/29/2015, 10:56 AM |
Q1 2015 |
818 |
$2.2B |
+$213M |
-$152M |
+$61.3M |
IWS, IWD, IWF, IWN, IWP
|
13F-HR |
5/6/2015, 05:13 PM |
Q4 2014 |
810 |
$2.11B |
+$189M |
-$168M |
+$20.9M |
IWS, IWD, IWF, IWN, IWP
|
13F-HR |
2/12/2015, 05:24 PM |
Q3 2014 |
811 |
$2.02B |
+$230M |
-$135M |
+$94.8M |
IWS, IWD, IWF, IWN, IWP
|
13F-HR |
11/13/2014, 05:39 PM |
Q2 2014 |
843 |
$1.99B |
+$176M |
-$87.4M |
+$88.5M |
IWS, IWD, IWF, IWN, IWP
|
13F-HR |
8/15/2014, 11:10 AM |
Q1 2014 |
802 |
$1.83B |
+$331M |
-$532M |
-$201M |
IWS, IWD, IWF, IWN, IWP
|
13F-HR |
5/13/2014, 12:51 PM |
Q4 2013 |
873 |
$2.02B |
$0 |
$0 |
|
IWS, VCSH, IWD, IWF, IWN
|
13F-HR |
2/14/2014, 04:44 PM |