Q3 2024 |
770 |
$2.18B |
+$76.1M |
-$88.5M |
-$12.4M |
JQUA, AAPL, SPBO, GOOGL, META
|
13F-HR |
10/18/2024, 10:58 AM |
Q2 2024 |
775 |
$2.07B |
+$67M |
-$55.5M |
+$11.5M |
JQUA, AAPL, GOOGL, SPBO, JPUS
|
13F-HR |
7/8/2024, 08:07 AM |
Q1 2024 |
785 |
$2.05B |
+$69.4M |
-$65M |
+$4.43M |
JQUA, AAPL, SPBO, GOOGL, JPUS
|
13F-HR |
4/2/2024, 09:45 AM |
Q4 2023 |
783 |
$1.92B |
+$74.7M |
-$93.6M |
-$18.9M |
JQUA, AAPL, SPBO, GOOGL, JPUS
|
13F-HR |
1/2/2024, 01:42 PM |
Q3 2023 |
757 |
$1.78B |
+$137M |
-$191M |
-$53.2M |
AAPL, SPBO, JQUA, GOOGL, JPUS
|
13F-HR |
10/23/2023, 10:13 AM |
Q2 2023 |
729 |
$1.89B |
+$145M |
-$375M |
-$230M |
SPBO, AAPL, SPLG, JPUS, GOOGL
|
13F-HR |
9/7/2023, 10:57 AM |
Q4 2022 |
402 |
$1.93B |
+$472M |
-$96M |
+$376M |
AAPL, SPLG, SPBO, JPUS, GOOGL
|
13F-HR |
2/27/2023, 09:41 AM |
Q3 2022 |
231 |
$1.38B |
$0 |
$0 |
|
SPLG, AAPL, VCIT, JPUS, MBB
|
13F-HR |
11/21/2022, 10:36 AM |
Q2 2022 |
231 |
$1.51B |
+$82M |
-$81M |
+$1.02M |
SPLG, AAPL, VCIT, JPUS, GOOGL
|
Restatement |
8/15/2022, 08:58 AM |
Q1 2022 |
239 |
$1.78B |
+$95.3M |
-$64.8M |
+$30.5M |
AAPL, SPLG, VCIT, JPUS, GOOGL
|
13F-HR |
5/12/2022, 03:14 PM |
Q4 2021 |
244 |
$1.82B |
+$203M |
-$124M |
+$78.2M |
AAPL, VCIT, SPLG, JPUS, GOOGL
|
13F-HR |
2/11/2022, 02:16 PM |
Q3 2021 |
237 |
$1.62B |
+$78.6M |
-$49.7M |
+$28.9M |
VCIT, AAPL, JPUS, GOOGL, MBB
|
13F-HR |
11/3/2021, 02:57 PM |
Q2 2021 |
240 |
$1.59B |
+$50.7M |
-$27.2M |
+$23.5M |
VCIT, AAPL, JPUS, GOOGL, MBB
|
13F-HR |
7/28/2021, 11:36 AM |
Q1 2021 |
230 |
$1.48B |
+$38.2M |
-$20.9M |
+$17.3M |
VCIT, AAPL, JPUS, GOOGL, MBB
|
13F-HR |
5/13/2021, 09:49 AM |
Q4 2020 |
228 |
$1.4B |
+$49.7M |
-$21.7M |
+$28M |
VCIT, AAPL, JPUS, GOOGL, MBB
|
13F-HR |
2/4/2021, 01:39 PM |
Q3 2020 |
219 |
$1.23B |
+$104M |
-$20.2M |
+$83.9M |
VCIT, AAPL, JPUS, MBB, GOOGL
|
13F-HR |
11/10/2020, 04:06 PM |
Q2 2020 |
212 |
$1.14B |
+$36.6M |
-$63.4M |
-$26.8M |
VCIT, AAPL, JPUS, MBB, GOOGL
|
13F-HR |
8/13/2020, 02:19 PM |
Q1 2020 |
212 |
$1.02B |
+$131M |
-$85.5M |
+$45.8M |
VCIT, AAPL, JPUS, MBB, GOOGL
|
13F-HR |
5/13/2020, 01:39 PM |
Q4 2019 |
211 |
$1.19B |
+$227M |
-$27.6M |
+$199M |
VCIT, AAPL, JPUS, MBB, VWO
|
13F-HR |
2/14/2020, 01:15 PM |
Q3 2019 |
186 |
$930M |
+$33.2M |
-$27.2M |
+$6.05M |
VCIT, MBB, AAPL, JPUS, VWO
|
13F-HR |
10/17/2019, 10:41 AM |
Q2 2019 |
177 |
$918M |
+$10.7M |
-$33.7M |
-$23M |
VCIT, MBB, AAPL, JPUS, VWO
|
13F-HR |
7/24/2019, 01:18 PM |
Q1 2019 |
176 |
$918M |
+$62.3M |
-$70.3M |
-$7.94M |
VCIT, AAPL, JPUS, MBB, VWO
|
13F-HR |
5/2/2019, 01:51 PM |
Q4 2018 |
175 |
$843M |
+$106M |
-$47.8M |
+$58.6M |
VCIT, AAPL, VWO, MBB, JPUS
|
13F-HR |
2/5/2019, 01:03 PM |
Q3 2018 |
177 |
$893M |
+$42.8M |
-$35.7M |
+$7.17M |
AAPL, VCIT, SPY, VWO, MBB
|
13F-HR |
10/23/2018, 04:09 PM |
Q2 2018 |
166 |
$840M |
+$47.1M |
-$10.3M |
+$36.8M |
AAPL, VCIT, SPY, VWO, GOOGL
|
13F-HR |
8/7/2018, 10:32 AM |
Q1 2018 |
160 |
$792M |
+$90.3M |
-$95.8M |
-$5.46M |
AAPL, VWO, VCIT, SPY, GOOGL
|
13F-HR |
4/20/2018, 02:46 PM |
Q4 2017 |
151 |
$837M |
+$68.2M |
-$60.8M |
+$7.42M |
AAPL, FLOT, VWO, GOOGL, VCIT
|
13F-HR |
2/13/2018, 10:52 AM |
Q3 2017 |
144 |
$798M |
+$47.9M |
-$14.5M |
+$33.5M |
AAPL, FLOT, AMLP, VWO, GOOGL
|
13F-HR |
10/31/2017, 02:58 PM |
Q2 2017 |
143 |
$747M |
+$58.7M |
-$39.6M |
+$19.1M |
AMLP, AAPL, FLOT, VWO, GOOGL
|
13F-HR |
7/28/2017, 12:17 PM |
Q1 2017 |
137 |
$718M |
+$32.9M |
-$82.4M |
-$49.5M |
AAPL, GOOGL, FLOT, VWO, JPM
|
13F-HR |
4/25/2017, 02:38 PM |
Q4 2016 |
138 |
$739M |
+$44.9M |
-$28.7M |
+$16.2M |
AAPL, VEA, JPM, GOOGL, GE
|
13F-HR |
2/2/2017, 02:37 PM |
Q3 2016 |
135 |
$716M |
+$34.8M |
-$60.3M |
-$25.6M |
AAPL, VEA, GOOGL, PG, GE
|
13F-HR |
10/27/2016, 02:55 PM |
Q2 2016 |
142 |
$716M |
+$38.7M |
-$30.4M |
+$8.3M |
AAPL, GE, VEA, PG, GOOGL
|
13F-HR |
8/22/2016, 12:54 PM |
Q1 2016 |
144 |
$700M |
+$44M |
-$9.7M |
+$34.3M |
AAPL, GE, GOOGL, VEA, PG
|
13F-HR |
4/21/2016, 01:57 PM |
Q4 2015 |
138 |
$665M |
+$95.4M |
-$51.7M |
+$43.7M |
AAPL, GE, GOOGL, JPM, FLOT
|
13F-HR |
1/19/2016, 11:33 AM |
Q3 2015 |
107 |
$597M |
+$44.5M |
-$52.8M |
-$8.28M |
AAPL, FLOT, JPM, VWO, GE
|
13F-HR |
10/23/2015, 01:29 PM |
Q2 2015 |
106 |
$662M |
+$20.8M |
-$35.7M |
-$14.8M |
AAPL, JPM, FLOT, GE, VEA
|
13F-HR |
7/23/2015, 02:39 PM |
Q1 2015 |
108 |
$692M |
+$49.2M |
-$44.4M |
+$4.81M |
AAPL, CSCO, MDT, FLOT, F
|
13F-HR |
4/15/2015, 03:29 PM |
Q4 2014 |
111 |
$687M |
+$57.6M |
-$54.7M |
+$2.89M |
AAPL, CSCO, FLOT, MDT, JPM
|
13F-HR |
1/22/2015, 10:34 AM |
Q3 2014 |
110 |
$663M |
+$10.4M |
-$9.17M |
+$1.21M |
AAPL, CSCO, FLOT, JPM, F
|
13F-HR |
10/10/2014, 02:05 PM |
Q2 2014 |
108 |
$680M |
+$99.1M |
-$74.9M |
+$24.2M |
AAPL, CSCO, FLOT, F, DVN
|
13F-HR |
7/17/2014, 11:05 AM |
Q1 2014 |
103 |
$653M |
+$6.62M |
-$54.4M |
-$47.8M |
AAPL, WAG, MDT, CSCO, JPM
|
13F-HR |
4/10/2014, 03:47 PM |
Q4 2013 |
102 |
$682M |
$0 |
$0 |
|
AAPL, CSCO, BND, GE, MDT
|
13F-HR |
1/21/2014, 02:52 PM |