Q4 2021 |
376 |
$777M |
+$37.7M |
-$31.9M |
+$5.8M |
SPY, AAPL, MSFT, VYM, DE
|
13F-HR |
1/18/2022, 03:56 PM |
Q3 2021 |
363 |
$702M |
+$15.9M |
-$50.5M |
-$34.6M |
SPY, AAPL, MSFT, VYM, DE
|
13F-HR |
10/12/2021, 08:47 AM |
Q2 2021 |
379 |
$742M |
+$32.4M |
-$57.9M |
-$25.4M |
SPY, AAPL, MSFT, VYM, DE
|
13F-HR |
7/8/2021, 01:01 PM |
Q1 2021 |
375 |
$727M |
+$56.8M |
-$69.1M |
-$12.2M |
SPY, AAPL, MSFT, DE, VYM
|
13F-HR |
4/15/2021, 09:56 AM |
Q4 2020 |
353 |
$690M |
+$53.1M |
-$73.2M |
-$20.1M |
SPY, AAPL, MSFT, VYM, JNJ
|
13F-HR |
1/14/2021, 09:53 AM |
Q3 2020 |
352 |
$640M |
+$68.9M |
-$60.6M |
+$8.3M |
SPY, AAPL, MSFT, JNJ, VYM
|
13F-HR |
10/19/2020, 11:13 AM |
Q2 2020 |
344 |
$613M |
+$60.1M |
-$93.8M |
-$33.8M |
SPY, AAPL, MSFT, VYM, JNJ
|
13F-HR |
8/7/2020, 09:19 AM |
Q1 2020 |
339 |
$547M |
+$36.4M |
-$65.4M |
-$29M |
SPY, MSFT, AAPL, VYM, JNJ
|
13F-HR |
4/29/2020, 10:53 AM |
Q4 2019 |
355 |
$738M |
+$47.9M |
-$61.6M |
-$13.7M |
SPY, AAPL, MSFT, IWM, VYM
|
13F-HR |
1/23/2020, 05:28 PM |
Q3 2019 |
365 |
$695M |
+$61.8M |
-$83.8M |
-$22M |
SPY, MSFT, AAPL, IWM, VYM
|
13F-HR |
10/17/2019, 09:47 AM |
Q2 2019 |
375 |
$701M |
+$42.7M |
-$94.3M |
-$51.6M |
SPY, MSFT, AAPL, JNJ, VYM
|
13F-HR |
7/23/2019, 02:40 PM |
Q1 2019 |
378 |
$735M |
+$67.4M |
-$76.9M |
-$9.45M |
SPY, AAPL, MSFT, IWM, JNJ
|
13F-HR |
4/29/2019, 03:44 PM |
Q4 2018 |
364 |
$662M |
+$114M |
-$94.5M |
+$19.6M |
SPY, IWM, AAPL, VYM, MSFT
|
13F-HR |
1/16/2019, 12:47 PM |
Q3 2018 |
406 |
$744M |
+$48.4M |
-$55M |
-$6.59M |
SPY, AAPL, MSFT, IWM, XOM
|
13F-HR |
10/23/2018, 12:09 PM |
Q2 2018 |
415 |
$707M |
+$66.4M |
-$93.7M |
-$27.4M |
SPY, AAPL, IVW, XOM, MSFT
|
13F-HR |
8/1/2018, 11:50 AM |
Q1 2018 |
423 |
$725M |
+$50.1M |
-$114M |
-$64.2M |
SPY, AAPL, ABBV, JNJ, MSFT
|
13F-HR |
4/25/2018, 02:47 PM |
Q4 2017 |
426 |
$801M |
+$42.2M |
-$106M |
-$64.2M |
SPY, AAPL, XOM, ABBV, JNJ
|
13F-HR |
2/2/2018, 10:55 AM |
Q3 2017 |
434 |
$821M |
+$67.7M |
-$89M |
-$21.3M |
SPY, AAPL, XOM, IWM, ABBV
|
13F-HR |
10/25/2017, 03:49 PM |
Q2 2017 |
433 |
$813M |
+$79.2M |
-$105M |
-$25.3M |
SPY, AAPL, IWM, XOM, JNJ
|
13F-HR |
7/25/2017, 08:36 AM |
Q1 2017 |
440 |
$821M |
+$89.4M |
-$129M |
-$39.8M |
SPY, IWM, AAPL, XOM, IVV
|
13F-HR |
4/26/2017, 03:48 PM |
Q4 2016 |
437 |
$830M |
+$63M |
-$67.9M |
-$4.91M |
SPY, IJH, XOM, IWM, AAPL
|
13F-HR |
1/27/2017, 11:59 AM |
Q3 2016 |
441 |
$804M |
+$92.2M |
-$106M |
-$14.3M |
SPY, IJH, XOM, AAPL, JNJ
|
13F-HR |
11/7/2016, 10:37 AM |
Q2 2016 |
441 |
$811M |
+$112M |
-$78.6M |
+$33.8M |
SPY, XOM, IJH, JNJ, AAPL
|
13F-HR |
7/27/2016, 09:13 AM |
Q1 2016 |
409 |
$763M |
+$211M |
-$52.3M |
+$159M |
SPY, AAPL, XOM, GE, JNJ
|
13F-HR |
4/27/2016, 09:05 AM |
Q4 2015 |
379 |
$599M |
+$64M |
-$69.9M |
-$5.92M |
SPY, AAPL, XOM, JNJ, IJH
|
13F-HR |
2/1/2016, 11:32 AM |
Q3 2015 |
402 |
$574M |
+$71.7M |
-$73M |
-$1.3M |
SPY, AAPL, IJH, XOM, JNJ
|
13F-HR |
10/30/2015, 11:23 AM |
Q2 2015 |
408 |
$624M |
+$58.7M |
-$76.8M |
-$18.1M |
SPY, AAPL, IJH, XOM, JNJ
|
13F-HR |
7/31/2015, 11:59 AM |
Q1 2015 |
435 |
$646M |
+$72.2M |
-$78.8M |
-$6.69M |
SPY, AAPL, IJH, XOM, JNJ
|
13F-HR |
4/24/2015, 06:34 PM |
Q4 2014 |
425 |
$644M |
+$72.6M |
-$77.4M |
-$4.82M |
SPY, AAPL, XOM, IJH, IJJ
|
13F-HR |
2/4/2015, 03:22 PM |
Q3 2014 |
417 |
$619M |
+$41.3M |
-$59.1M |
-$17.8M |
AAPL, XOM, SPY, IJJ, JNJ
|
13F-HR |
10/30/2014, 12:36 PM |
Q2 2014 |
432 |
$639M |
+$78.8M |
-$60.9M |
+$17.9M |
XOM, SPY, AAPL, IJJ, IJH
|
13F-HR |
7/24/2014, 05:25 PM |
Q1 2014 |
407 |
$613M |
+$131M |
-$97.2M |
+$33.5M |
XOM, SPY, IJH, JNJ, EFA
|
13F-HR |
4/17/2014, 11:18 AM |
Q4 2013 |
380 |
$570M |
$0 |
$0 |
|
SPY, XOM, IJH, EFA, AAPL
|
13F-HR |
1/13/2014, 02:51 PM |