Q3 2024 |
380 |
$3.92B |
+$568M |
-$751M |
-$183M |
AGG, IEMG, VOO, UITB, XOM
|
13F-HR |
11/14/2024, 07:27 PM |
Q2 2024 |
452 |
$3.94B |
+$243M |
-$295M |
-$52M |
AGG, IEMG, XOM, UITB, ABBV
|
13F-HR |
8/6/2024, 06:04 PM |
Q1 2024 |
446 |
$4.07B |
+$156M |
-$859M |
-$702M |
AGG, IEMG, XOM, AVGO, ABBV
|
13F-HR |
5/15/2024, 03:51 PM |
Q4 2023 |
442 |
$4.51B |
+$643M |
-$405M |
+$239M |
AGG, IEMG, XOM, AVGO, JNJ
|
13F-HR |
2/12/2024, 01:18 PM |
Q3 2023 |
398 |
$3.97B |
+$627M |
-$40.1M |
+$587M |
AGG, IEMG, JNJ, UITB, CSCO
|
13F-HR |
11/14/2023, 05:11 PM |
Q2 2023 |
344 |
$3.49B |
+$433M |
-$174M |
+$259M |
AGG, IEMG, JNJ, UITB, VOO
|
13F-HR |
8/14/2023, 07:50 PM |
Q1 2023 |
327 |
$3.11B |
+$341M |
-$1.68B |
-$1.34B |
IEMG, JNJ, UITB, NEAR, VOO
|
13F-HR |
5/15/2023, 05:15 PM |
Q4 2022 |
543 |
$4.37B |
+$634M |
-$209M |
+$426M |
IEMG, AGG, LQD, JNJ, ABBV
|
13F-HR |
2/14/2023, 11:46 AM |
Q3 2022 |
558 |
$3.55B |
+$238M |
-$140M |
+$97.3M |
IEMG, JNJ, UITB, ABBV, AAPL
|
13F-HR |
11/14/2022, 06:51 PM |
Q2 2022 |
553 |
$3.82B |
+$1.32B |
-$2.14B |
-$816M |
IEMG, JNJ, ABBV, UITB, KO
|
13F-HR |
8/15/2022, 06:33 PM |
Q1 2022 |
119 |
$5.27B |
+$201M |
-$476M |
-$275M |
IVV, IEFA, IJH, IEMG, JNJ
|
13F-HR |
5/12/2022, 07:04 PM |
Q4 2021 |
120 |
$5.94B |
+$143M |
-$344M |
-$201M |
IVV, IEFA, IJH, IEMG, ACWI
|
13F-HR |
2/15/2022, 06:03 PM |
Q3 2021 |
125 |
$5.72B |
+$547M |
-$163M |
+$384M |
IVV, IEFA, IJH, IEMG, COIN
|
13F-HR |
11/15/2021, 04:23 PM |
Q2 2021 |
134 |
$5.45B |
+$3.21B |
-$3.37B |
-$159M |
IVV, IEFA, IEMG, IJH, VOO
|
13F-HR |
8/16/2021, 05:11 PM |
Q1 2021 |
159 |
$5.49B |
+$148M |
-$904M |
-$756M |
VEA, VYM, VOO, FNDF, QUAL
|
13F-HR |
5/14/2021, 10:30 AM |
Q4 2020 |
189 |
$5.84B |
+$471M |
-$288M |
+$182M |
VEA, VYM, VOO, FNDF, UITB
|
13F-HR |
2/16/2021, 06:33 AM |
Q3 2020 |
165 |
$5.15B |
+$716M |
-$476M |
+$240M |
VEA, VYM, VOO, UITB, FNDF
|
13F-HR |
11/10/2020, 10:12 AM |
Q2 2020 |
198 |
$4.65B |
+$95.2M |
-$2.81B |
-$2.71B |
VEA, VYM, VOO, GSLC, UITB
|
13F-HR |
8/13/2020, 06:11 PM |
Q1 2020 |
254 |
$6.87B |
+$575M |
-$644M |
-$69M |
VEA, VYM, SPIB, IVV, IEFA
|
13F-HR |
5/14/2020, 01:03 PM |
Q4 2019 |
294 |
$8.79B |
+$823M |
-$448M |
+$375M |
VEA, VYM, IVV, IEFA, SPIB
|
13F-HR |
1/14/2020, 11:23 AM |
Q3 2019 |
426 |
$7.97B |
+$1.2B |
-$33.7B |
-$32.5B |
VEA, VYM, IVV, SPIB, IEFA
|
13F-HR |
11/13/2019, 03:27 PM |
Q2 2019 |
2,236 |
$40.2B |
+$3.65B |
-$3.53B |
+$115M |
MSFT, IVV, AMZN, AAPL, VEA
|
13F-HR |
8/16/2019, 03:08 PM |
Q1 2019 |
2,256 |
$38.8B |
+$2.43B |
-$2.32B |
+$108M |
MSFT, AMZN, AAPL, IEFA, VEA
|
13F-HR |
5/13/2019, 03:36 PM |
Q4 2018 |
2,235 |
$34.5B |
+$2.46B |
-$2.44B |
+$13.4M |
MSFT, IEFA, AMZN, IVV, AAPL
|
13F-HR |
2/13/2019, 11:07 AM |
Q3 2018 |
2,310 |
$39.9B |
+$3.12B |
-$2.85B |
+$278M |
MSFT, IEFA, AMZN, AAPL, IVV
|
13F-HR |
11/13/2018, 12:22 PM |
Q2 2018 |
2,299 |
$37.6B |
+$3.61B |
-$3.76B |
-$157M |
MSFT, AMZN, AAPL, META, IVV
|
Restatement |
9/27/2018, 02:27 PM |
Q1 2018 |
2,276 |
$37.1B |
+$3.11B |
-$2.05B |
+$1.06B |
IEFA, MSFT, AMZN, AAPL, VWO
|
13F-HR |
5/14/2018, 12:25 PM |
Q4 2017 |
1,450 |
$36.5B |
+$2.38B |
-$1.74B |
+$645M |
IEFA, AAPL, MSFT, AMZN, META
|
13F-HR |
2/14/2018, 11:40 AM |
Q3 2017 |
1,407 |
$34.1B |
+$2.46B |
-$2.42B |
+$44M |
IEFA, AAPL, MSFT, META, VWO
|
13F-HR |
11/14/2017, 10:57 AM |
Q2 2017 |
1,403 |
$32.8B |
+$2.12B |
-$1.85B |
+$269M |
IEFA, AAPL, MSFT, AMZN, META
|
13F-HR |
8/14/2017, 12:19 PM |
Q1 2017 |
1,299 |
$31.6B |
+$2.04B |
-$1.87B |
+$170M |
AAPL, MSFT, AMZN, IEFA, META
|
13F-HR |
5/11/2017, 01:51 PM |
Q4 2016 |
1,287 |
$29.8B |
+$2.34B |
-$2.35B |
-$8.17M |
AAPL, MSFT, HYG, IEFA, AMZN
|
13F-HR |
2/13/2017, 01:35 PM |
Q3 2016 |
1,287 |
$29.4B |
+$2.36B |
-$2.03B |
+$330M |
AAPL, MSFT, AMZN, IEFA, META
|
13F-HR |
11/14/2016, 11:00 AM |
Q2 2016 |
1,255 |
$27.9B |
+$1.91B |
-$2.23B |
-$310M |
MSFT, AAPL, AMZN, IEFA, META
|
13F-HR |
8/11/2016, 04:12 PM |
Q1 2016 |
1,266 |
$27.6B |
+$2.51B |
-$3.19B |
-$671M |
MSFT, AAPL, IEFA, IEF, META
|
13F-HR |
5/12/2016, 04:07 PM |
Q4 2015 |
1,346 |
$28B |
+$2.16B |
-$2.12B |
+$47.2M |
MSFT, SPY, EFA, AAPL, IEFA
|
13F-HR |
2/16/2016, 12:36 PM |
Q3 2015 |
1,264 |
$26.7B |
+$2.56B |
-$1.86B |
+$693M |
EFA, SPY, AAPL, MSFT, IEFA
|
13F-HR |
11/12/2015, 09:45 AM |
Q2 2015 |
1,269 |
$28.5B |
+$1.73B |
-$1.5B |
+$228M |
EFA, AAPL, SPY, MSFT, IEFA
|
13F-HR |
8/12/2015, 10:43 AM |
Q1 2015 |
1,259 |
$28.5B |
+$2.8B |
-$2.44B |
+$362M |
EFA, AAPL, SPY, IEFA, MSFT
|
13F-HR |
5/15/2015, 03:02 PM |
Q4 2014 |
1,236 |
$28.2B |
+$2.16B |
-$1.41B |
+$751M |
EFA, AAPL, MSFT, IEMG, IEFA
|
13F-HR |
2/17/2015, 05:28 PM |
Q3 2014 |
1,213 |
$26.4B |
+$1.8B |
-$1.12B |
+$688M |
EFA, AAPL, MSFT, IEMG, JNJ
|
13F-HR |
11/14/2014, 10:30 AM |
Q2 2014 |
1,221 |
$26.3B |
+$2.6B |
-$1.52B |
+$1.08B |
EFA, AAPL, MSFT, JNJ, IEMG
|
13F-HR |
8/13/2014, 11:01 AM |
Q1 2014 |
1,218 |
$24.8B |
+$1.77B |
-$1.59B |
+$182M |
EFA, MSFT, AAPL, GOOGL, IEMG
|
Restatement |
5/22/2014, 09:35 AM |
Q4 2013 |
1,221 |
$24.3B |
$0 |
$0 |
|
EFA, AAPL, GOOGL, MSFT, SPY
|
13F-HR |
2/14/2014, 10:55 AM |