Q4 2020 |
377 |
$316M |
+$57.7M |
-$23M |
+$34.7M |
SCHF, AAPL, EWJ, VNQ, ESGU
|
13F-HR |
1/15/2021, 05:10 PM |
Q3 2020 |
349 |
$255M |
+$30.1M |
-$15.6M |
+$14.4M |
SCHF, AAPL, VNQ, ESGU, GOVT
|
13F-HR |
10/26/2020, 01:36 PM |
Q2 2020 |
346 |
$235M |
+$46.1M |
-$39.2M |
+$6.9M |
SCHF, AAPL, VNQ, GOVT, ESGU
|
13F-HR |
8/4/2020, 11:08 AM |
Q1 2020 |
325 |
$196M |
+$19.1M |
-$61.7M |
-$42.6M |
SCHF, VNQ, GOVT, AAPL, JPST
|
13F-HR |
4/20/2020, 02:23 PM |
Q4 2019 |
351 |
$291M |
+$15M |
-$29.3M |
-$14.3M |
VTI, SCHF, VNQ, AAPL, GOVT
|
13F-HR |
2/10/2020, 11:14 AM |
Q3 2019 |
350 |
$291M |
+$29.7M |
-$32.1M |
-$2.39M |
VTI, SCHF, VNQ, GOVT, FLOT
|
13F-HR |
2/10/2020, 11:08 AM |
Q2 2019 |
329 |
$289M |
+$29.4M |
-$19.6M |
+$9.71M |
VTI, SCHF, VNQ, FLOT, JPST
|
13F-HR |
2/10/2020, 11:01 AM |
Q1 2019 |
328 |
$272M |
+$49.9M |
-$30.3M |
+$19.6M |
VTI, SCHF, VNQ, FLOT, JPST
|
13F-HR |
2/10/2020, 10:56 AM |
Q4 2018 |
298 |
$226M |
+$63.4M |
-$68.1M |
-$4.65M |
VTI, SCHF, JPST, VNQ, FLOT
|
13F-HR |
2/10/2020, 10:43 AM |
Q3 2018 |
345 |
$258M |
+$29.8M |
-$17.2M |
+$12.7M |
JPST, PRFZ, VTI, PRF, ZION
|
13F-HR |
2/10/2020, 10:40 AM |
Q2 2018 |
348 |
$236M |
+$64.1M |
-$14.9M |
+$49.2M |
PRFZ, VTI, PRF, ZION, RSP
|
13F-HR |
2/10/2020, 10:37 AM |
Q1 2018 |
308 |
$183M |
+$18.4M |
-$25.1M |
-$6.71M |
VTI, FLOT, WFC, AAPL, VEA
|
13F-HR |
2/10/2020, 10:33 AM |
Q4 2017 |
317 |
$194M |
+$19.8M |
-$13.1M |
+$6.78M |
VTI, WFC, IGSB, AAPL, FLOT
|
13F-HR |
2/10/2020, 10:18 AM |
Q3 2017 |
295 |
$181M |
+$11.5M |
-$7.78M |
+$3.72M |
VTI, WFC, IGSB, AAPL, AMLP
|
13F-HR |
2/10/2020, 10:14 AM |
Q2 2017 |
290 |
$173M |
+$18M |
-$12.3M |
+$5.75M |
VTI, WFC, IGSB, AAPL, AMLP
|
13F-HR |
2/10/2020, 10:09 AM |
Q1 2017 |
284 |
$165M |
+$13.9M |
-$23.9M |
-$9.98M |
VTI, WFC, AMLP, IGSB, AAPL
|
13F-HR |
2/10/2020, 10:04 AM |
Q4 2016 |
304 |
$170M |
+$25.2M |
-$13.8M |
+$11.4M |
VTI, WFC, AMLP, IGSB, AAPL
|
13F-HR |
2/10/2020, 09:52 AM |
Q3 2016 |
288 |
$157M |
+$8.46M |
-$11.6M |
-$3.16M |
WFC, VTI, IGSB, AAPL, AMLP
|
13F-HR |
2/10/2020, 09:49 AM |
Q2 2016 |
295 |
$159M |
+$57.8M |
-$9.3M |
+$48.5M |
WFC, VTI, IGSB, AAPL, WPC
|
13F-HR |
2/10/2020, 09:45 AM |
Q1 2016 |
212 |
$108M |
$0 |
$0 |
|
WFC, AAPL, FLOT, VTI, IGSB
|
13F-HR |
2/10/2020, 09:40 AM |