Q3 2024 |
738 |
$554M |
+$66.2M |
-$221M |
-$155M |
SCHX, AAPL, SCHB, MSFT, SCHF
|
13F-HR |
10/24/2024, 12:22 PM |
Q2 2024 |
1,181 |
$674M |
+$31M |
-$26.3M |
+$4.79M |
SCHX, AAPL, MSFT, SCHF, SCHG
|
13F-HR |
7/18/2024, 10:40 AM |
Q1 2024 |
1,221 |
$661M |
+$32.5M |
-$37.9M |
-$5.38M |
SCHX, AAPL, SCHF, MSFT, SCHB
|
13F-HR |
4/19/2024, 10:57 AM |
Q4 2023 |
1,196 |
$630M |
+$35.3M |
-$34.1M |
+$1.23M |
SCHX, SCHF, AAPL, MSFT, FBND
|
13F-HR |
1/25/2024, 12:38 PM |
Q3 2023 |
1,064 |
$572M |
+$20.7M |
-$16.1M |
+$4.63M |
SCHX, SCHF, AAPL, MSFT, FBND
|
13F-HR |
11/13/2023, 01:25 PM |
Q2 2023 |
1,000 |
$595M |
+$21.2M |
-$20.1M |
+$1.13M |
SCHX, AAPL, SCHF, MSFT, FBND
|
13F-HR |
7/31/2023, 01:21 PM |
Q1 2023 |
883 |
$567M |
+$24.1M |
-$17.8M |
+$6.32M |
SCHX, SCHF, AAPL, MSFT, SCHD
|
13F-HR |
4/26/2023, 12:49 PM |
Q4 2022 |
831 |
$557M |
+$83.9M |
-$46.2M |
+$37.7M |
SCHX, SCHF, AAPL, SCHD, MSFT
|
13F-HR |
1/12/2023, 03:02 PM |
Q3 2022 |
897 |
$480M |
+$57.3M |
-$35.5M |
+$21.9M |
SCHX, AAPL, MSFT, SCHD, SCHB
|
13F-HR |
11/8/2022, 11:58 AM |
Q2 2022 |
882 |
$473M |
+$51M |
-$29.6M |
+$21.5M |
SCHX, AAPL, MSFT, SCHF, FBND
|
13F-HR |
7/15/2022, 01:27 PM |
Q1 2022 |
905 |
$522M |
+$82.6M |
-$50.3M |
+$32.3M |
SCHX, AAPL, MSFT, SCHF, SCHB
|
13F-HR |
5/6/2022, 12:42 PM |
Q4 2021 |
901 |
$542M |
+$28.9M |
-$68.9M |
-$40M |
SCHX, AAPL, MSFT, TOTL, JPST
|
13F-HR |
2/11/2022, 02:00 PM |
Q3 2021 |
862 |
$553M |
+$27.2M |
-$12.5M |
+$14.7M |
TOTL, SCHX, JPST, AAPL, MSFT
|
13F-HR |
11/10/2021, 01:59 PM |
Q2 2021 |
877 |
$548M |
+$28.6M |
-$16.6M |
+$11.9M |
TOTL, SCHX, JPST, AAPL, MSFT
|
13F-HR |
8/2/2021, 02:50 PM |
Q1 2021 |
838 |
$512M |
+$58.7M |
-$41.2M |
+$17.5M |
TOTL, JPST, SCHX, AAPL, SCHO
|
13F-HR |
5/7/2021, 01:00 PM |
Q4 2020 |
794 |
$477M |
+$49.8M |
-$48.6M |
+$1.2M |
JPST, TOTL, SCHO, AAPL, SCHX
|
13F-HR |
2/11/2021, 02:18 PM |
Q3 2020 |
762 |
$437M |
+$37.7M |
-$40.4M |
-$2.66M |
SCHO, JPST, TOTL, AAPL, SCHX
|
13F-HR |
11/13/2020, 01:47 PM |
Q2 2020 |
766 |
$434M |
+$78.4M |
-$63.8M |
+$14.6M |
SCHO, JPST, SCHX, BSCL, AAPL
|
13F-HR |
8/10/2020, 03:36 PM |
Q1 2020 |
747 |
$362M |
+$78.6M |
-$36.3M |
+$42.3M |
SCHB, BSCL, SCHX, WINC, BOND
|
13F-HR |
5/13/2020, 01:52 PM |
Q4 2019 |
745 |
$400M |
+$27M |
-$19.6M |
+$7.38M |
SCHB, BSCL, SCHX, AAPL, BSCK
|
13F-HR |
2/13/2020, 01:59 PM |
Q3 2019 |
748 |
$365M |
+$26.4M |
-$28.9M |
-$2.52M |
SCHB, BSCL, SCHX, BSCK, AAPL
|
13F-HR |
11/12/2019, 12:05 PM |
Q2 2019 |
725 |
$364M |
+$36.8M |
-$33.4M |
+$3.36M |
SCHB, BSCK, BSCL, SCHX, SCHF
|
13F-HR |
8/8/2019, 01:44 PM |
Q1 2019 |
727 |
$349M |
+$28.5M |
-$18.1M |
+$10.4M |
BSCJ, SCHB, SCHX, BSCK, AAPL
|
13F-HR |
4/26/2019, 01:35 PM |
Q4 2018 |
760 |
$308M |
+$65.5M |
-$11.7M |
+$53.7M |
BSCJ, SCHB, SCHX, BSCK, SCHF
|
13F-HR |
2/25/2019, 10:41 AM |
Q3 2018 |
672 |
$288M |
+$24.1M |
-$14M |
+$10.1M |
BSCJ, AAPL, MSFT, BSCK, SCHM
|
13F-HR |
11/8/2018, 01:31 PM |
Q2 2018 |
660 |
$262M |
+$57.5M |
-$68.5M |
-$11M |
BSCJ, AAPL, MSFT, SCHM, BSCK
|
13F-HR |
8/14/2018, 11:06 AM |
Q1 2018 |
637 |
$269M |
+$27.1M |
-$40.1M |
-$13M |
BSCK, BSCJ, BSCM, SCHD, AAPL
|
13F-HR |
4/19/2018, 12:42 PM |
Q4 2017 |
658 |
$287M |
+$36.3M |
-$46M |
-$9.68M |
BSCK, BSCJ, BSCL, BSCM, AAPL
|
13F-HR |
2/13/2018, 02:38 PM |
Q3 2017 |
654 |
$293M |
+$16.5M |
-$6.58M |
+$9.92M |
BSCJ, BSCK, BSCL, BSCM, AAPL
|
13F-HR |
11/14/2017, 02:24 PM |
Q2 2017 |
594 |
$278M |
+$24M |
-$14.4M |
+$9.59M |
BSCJ, BSCK, BSCL, BSCM, AAPL
|
13F-HR |
8/4/2017, 03:21 PM |
Q1 2017 |
595 |
$263M |
+$74.3M |
-$38.9M |
+$35.4M |
BSCJ, BSCK, BSCL, BSCM, AAPL
|
13F-HR |
5/12/2017, 01:26 PM |
Q4 2016 |
629 |
$218M |
+$30.7M |
-$12.3M |
+$18.5M |
BSCJ, AAPL, GE, USB, WFC
|
13F-HR |
1/31/2017, 12:10 PM |
Q3 2016 |
633 |
$193M |
+$20.8M |
-$21M |
-$219K |
AAPL, PG, GE, JNJ, USB
|
13F-HR |
11/1/2016, 01:15 PM |
Q2 2016 |
604 |
$192M |
+$7.34M |
-$6.45M |
+$893K |
GE, AAPL, JNJ, T, MCD
|
13F-HR |
8/12/2016, 01:47 PM |
Q1 2016 |
586 |
$186M |
+$15.8M |
-$4.16M |
+$11.7M |
AAPL, GE, MCD, JNJ, WFC
|
13F-HR |
4/21/2016, 11:10 AM |
Q4 2015 |
588 |
$170M |
+$11.7M |
-$12.8M |
-$1.14M |
GE, AAPL, WFC, MCD, JNJ
|
Restatement |
3/10/2016, 08:44 AM |
Q4 2015 |
588 |
$170M |
+$11.7M |
-$12.8M |
-$1.14M |
GE, AAPL, WFC, MCD, JNJ
|
Restatement |
3/10/2016, 08:23 AM |
Q3 2015 |
600 |
$165M |
+$7.26M |
-$5.43M |
+$1.83M |
AAPL, WFC, GE, JNJ, PEP
|
13F-HR |
11/6/2015, 04:54 PM |
Q2 2015 |
604 |
$177M |
+$14.6M |
-$5.45M |
+$9.18M |
AAPL, WFC, GE, JNJ, USB
|
Restatement |
7/31/2015, 04:21 PM |
Q1 2015 |
568 |
$170M |
+$43.7M |
-$9.23M |
+$34.5M |
AAPL, WFC, GE, JNJ, USB
|
13F-HR |
5/1/2015, 02:07 PM |
Q4 2014 |
423 |
$107M |
$0 |
$0 |
|
SCHD, GE, WFC, JNJ, CVX
|
13F-HR |
2/6/2015, 06:18 PM |