Q3 2024 |
269 |
$5.09B |
+$654M |
-$460M |
+$194M |
VYM, SCHD, SPLG, EMB, IVV
|
13F-HR |
10/16/2024, 06:02 AM |
Q2 2024 |
274 |
$4.32B |
+$714M |
-$228M |
+$486M |
VYM, SCHD, SPLG, IVV, VWO
|
13F-HR |
7/19/2024, 06:09 AM |
Q1 2024 |
263 |
$3.85B |
+$906M |
-$242M |
+$665M |
VYM, SCHD, IVV, VWO, TIP
|
13F-HR |
4/26/2024, 06:02 AM |
Q4 2023 |
258 |
$3.22B |
+$532M |
-$1.06B |
-$527M |
VYM, SCHD, EMB, TIP, BKLN
|
13F-HR |
1/30/2024, 06:02 AM |
Q3 2023 |
259 |
$3.55B |
+$1.39B |
-$127M |
+$1.26B |
VYM, SPY, EMB, GSG, BKLN
|
13F-HR |
10/23/2023, 06:11 AM |
Q2 2023 |
261 |
$2.27B |
+$1.22B |
-$195M |
+$1.02B |
VYM, SPY, VWO, EMB, BKLN
|
13F-HR |
7/20/2023, 06:01 AM |
Q1 2023 |
256 |
$1.19B |
+$321M |
-$540M |
-$220M |
SPY, TIP, VWO, EMB, BKLN
|
13F-HR |
4/27/2023, 06:13 AM |
Q4 2022 |
262 |
$1.36B |
+$10.5M |
-$1.23B |
-$1.22B |
VYM, SPY, EMB, TIP, BKLN
|
13F-HR |
1/17/2023, 09:44 PM |
Q3 2022 |
266 |
$2.36B |
+$121M |
-$1.12B |
-$1B |
VYM, AAXJ, SPY, TIP, BKLN
|
13F-HR |
10/31/2022, 06:13 AM |
Q2 2022 |
275 |
$3.57B |
+$1.29B |
-$1.14B |
+$157M |
VYM, IVV, AAXJ, SPY, TIP
|
13F-HR |
7/22/2022, 06:07 AM |
Q1 2022 |
271 |
$4.04B |
+$272M |
-$222M |
+$50M |
IVV, AAXJ, SPY, TIP, BKLN
|
13F-HR |
4/27/2022, 06:03 AM |
Q4 2021 |
273 |
$4.2B |
+$391M |
-$239M |
+$152M |
IVV, AAXJ, TIP, VNQ, BKLN
|
13F-HR |
2/4/2022, 06:02 AM |
Q3 2021 |
270 |
$3.74B |
+$755M |
-$135M |
+$620M |
IVV, TIP, AAXJ, EMB, GSG
|
13F-HR |
10/25/2021, 06:30 AM |
Q2 2021 |
285 |
$3.14B |
+$654M |
-$195M |
+$459M |
IVV, AAXJ, TIP, VWO, EMB
|
13F-HR |
7/20/2021, 06:02 AM |
Q1 2021 |
281 |
$2.49B |
+$192M |
-$195M |
-$2.56M |
IVV, AAPL, EMB, MSFT, BKLN
|
13F-HR |
4/27/2021, 06:01 AM |
Q4 2020 |
273 |
$2.37B |
+$94M |
-$115M |
-$21.4M |
IVV, TIP, AAPL, VWO, MSFT
|
13F-HR |
2/5/2021, 06:02 AM |
Q3 2020 |
266 |
$2.15B |
+$220M |
-$52.7M |
+$167M |
IVV, TIP, AAPL, MSFT, EMB
|
13F-HR |
10/29/2020, 06:20 AM |
Q2 2020 |
261 |
$1.87B |
+$253M |
-$73.5M |
+$180M |
IVV, AAPL, MSFT, AMZN, META
|
13F-HR |
7/22/2020, 06:02 AM |
Q1 2020 |
268 |
$1.41B |
+$712M |
-$14M |
+$698M |
IVV, AAPL, MSFT, AMZN, META
|
13F-HR |
5/1/2020, 08:35 AM |
Q4 2019 |
264 |
$883M |
+$60.6M |
-$14M |
+$46.6M |
IVV, AAPL, MSFT, AMZN, META
|
13F-HR |
1/23/2020, 08:20 PM |
Q3 2019 |
265 |
$769M |
+$19.8M |
-$110M |
-$90.1M |
IVV, AAPL, MSFT, AMZN, GOOGL
|
13F-HR |
10/24/2019, 06:04 AM |
Q2 2019 |
269 |
$847M |
+$95.1M |
-$18.4M |
+$76.7M |
IVV, MSFT, AAPL, AMZN, META
|
13F-HR |
7/26/2019, 06:06 AM |
Q1 2019 |
258 |
$744M |
+$12.4M |
-$87.4M |
-$75M |
AAPL, MSFT, AMZN, GOOGL, JNJ
|
13F-HR |
4/17/2019, 06:13 AM |
Q4 2018 |
255 |
$722M |
+$22.9M |
-$19.5M |
+$3.33M |
AAPL, MSFT, AMZN, JNJ, GOOGL
|
13F-HR |
1/24/2019, 06:05 AM |
Q3 2018 |
259 |
$832M |
+$12.5M |
-$52.6M |
-$40.1M |
AAPL, AMZN, MSFT, GOOGL, JNJ
|
13F-HR |
10/18/2018, 06:05 AM |
Q2 2018 |
253 |
$815M |
+$60.4M |
-$23.2M |
+$37.2M |
AAPL, MSFT, AMZN, META, GOOGL
|
13F-HR |
7/23/2018, 06:09 AM |
Q1 2018 |
255 |
$756M |
+$20.6M |
-$53.5M |
-$32.9M |
AAPL, MSFT, AMZN, JPM, META
|
13F-HR |
4/27/2018, 07:18 AM |
Q4 2017 |
257 |
$797M |
+$22.3M |
-$60.1M |
-$37.8M |
AAPL, MSFT, AMZN, META, JNJ
|
13F-HR |
1/31/2018, 09:23 PM |
Q3 2017 |
258 |
$785M |
+$35M |
-$48.6M |
-$13.6M |
AAPL, MSFT, META, AMZN, JNJ
|
13F-HR |
10/17/2017, 06:04 AM |
Q2 2017 |
261 |
$767M |
+$95.8M |
-$54M |
+$41.8M |
AAPL, MSFT, AMZN, JNJ, META
|
13F-HR |
7/27/2017, 06:06 AM |
Q1 2017 |
285 |
$707M |
+$27.2M |
-$58.4M |
-$31.3M |
AAPL, MSFT, AMZN, JNJ, JPM
|
13F-HR |
4/26/2017, 06:01 AM |
Q4 2016 |
278 |
$701M |
+$52.2M |
-$42.4M |
+$9.82M |
AAPL, MSFT, XOM, JPM, JNJ
|
13F-HR |
1/27/2017, 06:01 AM |
Q3 2016 |
291 |
$674M |
+$35M |
-$112M |
-$76.9M |
AAPL, MSFT, XOM, AMZN, JNJ
|
13F-HR |
10/25/2016, 06:02 AM |
Q2 2016 |
280 |
$730M |
+$18.6M |
-$70.8M |
-$52.3M |
AAPL, MSFT, XOM, JNJ, AMZN
|
13F-HR |
7/15/2016, 06:03 AM |
Q1 2016 |
283 |
$769M |
+$30.6M |
-$54.2M |
-$23.6M |
AAPL, MSFT, XOM, GE, T
|
13F-HR |
4/26/2016, 06:28 AM |
Q4 2015 |
287 |
$792M |
+$45.1M |
-$50.3M |
-$5.13M |
AAPL, MSFT, XOM, GE, AMZN
|
13F-HR |
1/20/2016, 09:19 PM |
Q3 2015 |
293 |
$754M |
+$39.8M |
-$45.8M |
-$5.96M |
AAPL, MSFT, XOM, GE, WFC
|
13F-HR |
10/22/2015, 06:02 AM |
Q2 2015 |
294 |
$821M |
+$39.9M |
-$117M |
-$77.1M |
AAPL, MSFT, XOM, WFC, GE
|
13F-HR |
7/28/2015, 09:34 PM |
Q1 2015 |
289 |
$907M |
+$39.1M |
-$137M |
-$98.4M |
AAPL, XOM, MSFT, JNJ, WFC
|
13F-HR |
4/30/2015, 06:01 AM |
Q4 2014 |
285 |
$1.01B |
+$29.1M |
-$84.9M |
-$55.8M |
AAPL, XOM, MSFT, JNJ, WFC
|
13F-HR |
2/4/2015, 06:08 AM |
Q3 2014 |
281 |
$1.02B |
+$27.9M |
-$55.3M |
-$27.4M |
AAPL, XOM, MSFT, JNJ, WFC
|
13F-HR |
11/4/2014, 06:12 AM |
Q2 2014 |
290 |
$1.05B |
+$101M |
-$81.4M |
+$19.6M |
AAPL, XOM, MSFT, JNJ, GE
|
13F-HR |
7/29/2014, 08:42 PM |
Q1 2014 |
271 |
$1.03B |
+$37M |
-$123M |
-$86.1M |
AAPL, XOM, MSFT, GOOGL, GE
|
13F-HR |
5/2/2014, 06:17 AM |
Q4 2013 |
264 |
$1.11B |
$0 |
$0 |
|
AAPL, XOM, GOOGL, MSFT, GE
|
13F-HR |
2/7/2014, 06:05 AM |