Q3 2024 |
125 |
$196M |
+$4.43M |
-$9.53M |
-$5.1M |
IVV, PEBO, IJH, IVW, AAPL
|
13F-HR |
10/23/2024, 10:45 AM |
Q2 2024 |
134 |
$193M |
+$18.3M |
-$6.33M |
+$12M |
IVV, PEBO, IVW, IJH, AAPL
|
13F-HR |
7/22/2024, 08:43 AM |
Q1 2024 |
124 |
$179M |
+$12.6M |
-$3.72M |
+$8.91M |
PEBO, IVV, IJH, IVW, SPY
|
13F-HR |
5/3/2024, 09:11 AM |
Q4 2023 |
119 |
$170M |
+$4.77M |
-$5.01M |
-$244K |
PEBO, IVV, IJH, IVW, SPY
|
13F-HR |
1/25/2024, 08:22 AM |
Q3 2023 |
106 |
$153M |
+$4.55M |
-$9.49M |
-$4.93M |
PEBO, IVV, IJH, IVW, SPY
|
13F-HR |
10/26/2023, 02:51 PM |
Q2 2023 |
115 |
$163M |
+$5.24M |
-$5.99M |
-$751K |
PEBO, IVV, IJH, IVW, SPY
|
13F-HR |
7/28/2023, 10:33 AM |
Q1 2023 |
120 |
$157M |
+$6.36M |
-$8.71M |
-$2.36M |
PEBO, IVV, IJH, IVW, SPY
|
13F-HR |
4/24/2023, 02:10 PM |
Q4 2022 |
122 |
$155M |
+$21.8M |
-$25.8M |
-$3.92M |
PEBO, IVV, IJH, IVW, SPY
|
13F-HR |
1/31/2023, 03:06 PM |
Q3 2022 |
108 |
$149M |
+$4.2M |
-$11.1M |
-$6.93M |
PEBO, IVV, IJH, IEI, IVW
|
13F-HR |
11/14/2022, 05:10 PM |
Q2 2022 |
130 |
$162M |
+$13.9M |
-$24.9M |
-$11.1M |
PEBO, IVV, IJH, IEI, IVW
|
13F-HR |
7/29/2022, 03:25 PM |
Q1 2022 |
145 |
$199M |
+$20.5M |
-$15M |
+$5.56M |
PEBO, IVV, IJH, IVW, SPY
|
13F-HR |
5/3/2022, 11:36 AM |
Q4 2021 |
129 |
$203M |
+$7.37M |
-$4.58M |
+$2.79M |
PEBO, IVV, IJH, IVW, SPY
|
13F-HR |
1/27/2022, 03:14 PM |
Q3 2021 |
120 |
$188M |
+$3.47M |
-$5.53M |
-$2.07M |
PEBO, IVV, IJH, IVW, SPY
|
13F-HR |
10/27/2021, 11:12 AM |
Q2 2021 |
120 |
$190M |
+$6.84M |
-$5.18M |
+$1.66M |
PEBO, IVV, IJH, IVW, SPY
|
13F-HR |
8/2/2021, 10:00 AM |
Q1 2021 |
110 |
$184M |
+$14.5M |
-$13.4M |
+$1.04M |
PEBO, IVV, IJH, IVW, SPY
|
13F-HR |
4/19/2021, 10:33 AM |
Q4 2020 |
104 |
$170M |
+$12.3M |
-$3.55M |
+$8.76M |
PEBO, IVV, IJH, IGIB, IGSB
|
13F-HR |
2/1/2021, 09:49 AM |
Q3 2020 |
94 |
$147M |
+$11.9M |
-$8.52M |
+$3.37M |
PEBO, IVV, IEI, IJH, IVW
|
13F-HR |
10/23/2020, 11:24 AM |
Q2 2020 |
92 |
$142M |
+$7.65M |
-$3.62M |
+$4.04M |
PEBO, IVV, IEI, IJH, IVW
|
13F-HR |
7/27/2020, 01:13 PM |
Q1 2020 |
79 |
$121M |
+$3.92M |
-$11.3M |
-$7.39M |
PEBO, IVV, IEI, IJH, IGIB
|
13F-HR |
5/1/2020, 05:19 PM |
Q4 2019 |
95 |
$163M |
+$4.37M |
-$6.97M |
-$2.6M |
PEBO, IVV, IJH, IEI, IGSB
|
13F-HR |
1/28/2020, 01:57 PM |
Q3 2019 |
99 |
$156M |
+$2.46M |
-$6.06M |
-$3.6M |
PEBO, IVV, IJH, IEI, IGSB
|
13F-HR |
10/18/2019, 04:45 PM |
Q2 2019 |
99 |
$158M |
+$2.83M |
-$7.45M |
-$4.62M |
PEBO, IVV, IJH, IEI, IGSB
|
13F-HR |
8/7/2019, 01:53 PM |
Q1 2019 |
98 |
$158M |
+$6.16M |
-$9.12M |
-$2.96M |
PEBO, IVV, IJH, IEI, IGSB
|
13F-HR |
5/6/2019, 04:13 PM |
Q4 2018 |
101 |
$149M |
+$17.9M |
-$21.1M |
-$3.2M |
PEBO, IVV, IJH, IGSB, IEI
|
13F-HR |
2/25/2019, 06:07 PM |
Q3 2018 |
104 |
$173M |
+$7.38M |
-$5.33M |
+$2.04M |
PEBO, IVV, IJH, IGSB, IJR
|
13F-HR |
10/31/2018, 07:35 AM |
Q2 2018 |
100 |
$172M |
+$10.7M |
-$14.1M |
-$3.45M |
PEBO, IVV, IJH, IGSB, VCSH
|
13F-HR |
7/27/2018, 08:39 AM |
Q1 2018 |
96 |
$170M |
+$2.42M |
-$7.28M |
-$4.86M |
PEBO, IVV, IJH, VCSH, SPY
|
13F-HR |
4/25/2018, 10:34 AM |
Q4 2017 |
102 |
$175M |
+$926K |
-$13.5M |
-$12.6M |
PEBO, IVV, IJH, VCSH, SPY
|
13F-HR |
2/2/2018, 01:21 PM |
Q3 2017 |
100 |
$183M |
+$2.4M |
-$4.55M |
-$2.15M |
PEBO, IVV, IJH, VCSH, BND
|
13F-HR |
10/23/2017, 10:33 AM |
Q2 2017 |
103 |
$179M |
+$2.38M |
-$4.04M |
-$1.65M |
PEBO, IVV, IJH, VCSH, BND
|
13F-HR |
7/28/2017, 08:20 AM |
Q1 2017 |
103 |
$178M |
+$8.43M |
-$4.44M |
+$3.99M |
PEBO, IVV, IJH, VCSH, BND
|
13F-HR |
5/8/2017, 03:06 PM |
Q4 2016 |
98 |
$173M |
+$3.87M |
-$5.25M |
-$1.38M |
PEBO, IVV, IJH, VCSH, BND
|
13F-HR |
2/14/2017, 03:33 PM |
Q3 2016 |
95 |
$162M |
+$1.4M |
-$5.42M |
-$4.02M |
PEBO, IVV, IJH, VCSH, BND
|
13F-HR |
11/7/2016, 10:32 AM |
Q2 2016 |
97 |
$159M |
+$3.79M |
-$6.75M |
-$2.95M |
PEBO, IVV, IJH, VCSH, BND
|
13F-HR |
8/15/2016, 10:12 AM |
Q1 2016 |
97 |
$156M |
+$11.1M |
-$22.2M |
-$11.1M |
PEBO, IVV, IJH, VCSH, BND
|
13F-HR |
5/16/2016, 07:19 AM |
Q4 2015 |
106 |
$169M |
$0 |
$0 |
|
PEBO, IVV, IJH, VCSH, IVW
|
13F-HR |
2/16/2016, 09:23 AM |