Q3 2024 |
149 |
$172M |
+$4.21M |
-$8.27M |
-$4.06M |
EFSC, PEP, MSFT, AAPL, BRKA
|
13F-HR |
11/12/2024, 10:59 AM |
Q2 2024 |
155 |
$162M |
+$4.62M |
-$6.89M |
-$2.27M |
EFSC, MSFT, PEP, AAPL, BRKA
|
13F-HR |
8/13/2024, 10:10 AM |
Q1 2024 |
161 |
$166M |
+$4.34M |
-$12.4M |
-$8.03M |
EFSC, PEP, MSFT, AAPL, BRKA
|
13F-HR |
5/14/2024, 09:35 AM |
Q4 2023 |
168 |
$164M |
+$9.02M |
-$2.65M |
+$6.37M |
EFSC, PEP, MSFT, AAPL, BRKA
|
13F-HR |
2/9/2024, 04:45 PM |
Q3 2023 |
155 |
$145M |
+$2.42M |
-$7.97M |
-$5.55M |
EFSC, PEP, MSFT, AAPL, BRKA
|
13F-HR |
10/31/2023, 01:18 PM |
Q2 2023 |
161 |
$157M |
+$5.4M |
-$7.54M |
-$2.14M |
EFSC, PEP, AAPL, MSFT, BRKA
|
13F-HR |
8/11/2023, 07:07 PM |
Q1 2023 |
159 |
$153M |
+$10.1M |
-$5.11M |
+$4.94M |
EFSC, PEP, AAPL, MSFT, BRKA
|
13F-HR |
5/15/2023, 05:15 PM |
Q4 2022 |
152 |
$145M |
+$4.07M |
-$7.51M |
-$3.43M |
EFSC, PEP, MSFT, AAPL, BRKA
|
13F-HR |
2/14/2023, 04:57 PM |
Q3 2022 |
144 |
$134M |
+$6.21M |
-$375M |
-$369M |
EFSC, PEP, AAPL, MSFT, BRKA
|
13F-HR |
11/14/2022, 04:16 PM |
Q2 2022 |
286 |
$513M |
+$106M |
-$110M |
-$4.84M |
IWB, IWF, IJR, IWD, EFA
|
13F-HR |
8/9/2022, 01:39 PM |
Q1 2022 |
287 |
$609M |
+$49.4M |
-$24.6M |
+$24.8M |
IWB, SCHG, SCHD, SCHA, EFA
|
13F-HR |
5/16/2022, 03:38 PM |
Q4 2021 |
366 |
$652M |
+$110M |
-$274M |
-$165M |
IWB, SCHG, SCHD, SCHA, EFA
|
13F-HR |
2/14/2022, 10:44 AM |
Q3 2021 |
408 |
$773M |
+$183M |
-$32.5M |
+$150M |
IWB, SCHG, EFSC, SCHD, SCHA
|
13F-HR |
11/15/2021, 05:20 PM |
Q2 2021 |
1,352 |
$625M |
+$60.3M |
-$22.4M |
+$37.9M |
IWB, SCHG, SCHD, SCHA, EFA
|
13F-HR |
8/16/2021, 04:17 PM |
Q1 2021 |
1,402 |
$560M |
+$20.4M |
-$12.2M |
+$8.24M |
SCHG, IWB, SCHD, SCHA, EFA
|
13F-HR |
5/13/2021, 02:25 PM |
Q4 2020 |
1,341 |
$523M |
+$11.8M |
-$23.6M |
-$11.8M |
SCHG, IWB, SCHD, SCHA, EFA
|
13F-HR |
2/12/2021, 04:16 PM |
Q3 2020 |
1,301 |
$483M |
+$48.7M |
-$50.4M |
-$1.67M |
SCHG, IWB, SCHD, SPIB, EFA
|
13F-HR |
11/13/2020, 03:28 PM |
Q2 2020 |
1,320 |
$463M |
+$89.9M |
-$85M |
+$4.93M |
SCHG, IWB, SPIB, SCHA, SCHD
|
13F-HR |
8/3/2020, 06:37 PM |
Q1 2020 |
1,303 |
$396M |
+$40.9M |
-$12.6M |
+$28.3M |
FLRN, SCHG, IWB, USFR, SCHD
|
13F-HR |
5/15/2020, 12:11 PM |
Q4 2019 |
1,138 |
$459M |
+$20.6M |
-$28.5M |
-$7.91M |
SCHG, FLRN, EFSC, SCHD, SCHA
|
13F-HR |
1/28/2020, 05:19 PM |
Q3 2019 |
1,155 |
$439M |
+$3.5M |
-$27.6M |
-$24.1M |
SCHG, FLRN, EFSC, SCHA, USFR
|
13F-HR |
10/31/2019, 04:44 PM |
Q2 2019 |
1,193 |
$460M |
+$7.15M |
-$17.5M |
-$10.4M |
SCHG, FLRN, EFSC, SCHA, USFR
|
13F-HR |
7/30/2019, 04:04 PM |
Q1 2019 |
1,188 |
$458M |
+$286M |
-$4.69M |
+$281M |
SCHG, FLRN, EFSC, SCHA, USFR
|
13F-HR |
4/26/2019, 05:20 PM |
Q4 2018 |
976 |
$158M |
+$4.46M |
-$10.5M |
-$6.08M |
EFSC, IVV, PEP, AGG, IVE
|
13F-HR |
1/25/2019, 04:21 PM |
Q3 2018 |
1,024 |
$191M |
+$3.57M |
-$19.2M |
-$15.6M |
EFSC, IVV, PEP, AGG, IVE
|
13F-HR |
10/26/2018, 04:34 PM |
Q2 2018 |
953 |
$197M |
+$6.64M |
-$8.82M |
-$2.18M |
EFSC, IVV, PEP, AGG, EFA
|
13F-HR |
7/27/2018, 02:56 PM |
Q1 2018 |
939 |
$194M |
+$3.74M |
-$11.5M |
-$7.76M |
EFSC, IVV, PEP, AGG, EFA
|
13F-HR |
4/27/2018, 05:26 PM |
Q4 2017 |
900 |
$206M |
+$5.37M |
-$11.9M |
-$6.51M |
EFSC, IVV, PEP, AGG, EFA
|
13F-HR |
1/26/2018, 01:34 PM |
Q3 2017 |
917 |
$202M |
+$5.77M |
-$10.2M |
-$4.42M |
EFSC, IVV, PEP, AGG, EFA
|
13F-HR |
10/27/2017, 03:22 PM |
Q2 2017 |
928 |
$200M |
+$6.89M |
-$11.1M |
-$4.22M |
EFSC, IVV, PEP, AGG, EFA
|
13F-HR |
7/28/2017, 03:18 PM |
Q1 2017 |
1,059 |
$203M |
+$7.42M |
-$8.03M |
-$618K |
EFSC, IVV, PEP, AGG, EFA
|
13F-HR |
4/27/2017, 02:12 PM |
Q4 2016 |
1,059 |
$199M |
+$20.9M |
-$10.7M |
+$10.2M |
EFSC, IVV, PEP, AGG, IVE
|
13F-HR |
1/26/2017, 01:47 PM |
Q3 2016 |
999 |
$177M |
+$6.44M |
-$4.72M |
+$1.72M |
EFSC, IVV, PEP, EFA, IVE
|
13F-HR |
10/28/2016, 11:07 AM |
Q2 2016 |
985 |
$170M |
+$7.51M |
-$8.38M |
-$874K |
EFSC, IVV, PEP, EFA, IVE
|
13F-HR |
7/29/2016, 09:39 AM |
Q1 2016 |
1,046 |
$166M |
+$14.4M |
-$17.3M |
-$2.81M |
EFSC, IVV, PEP, EFA, IVE
|
13F-HR |
4/29/2016, 02:07 PM |
Q4 2015 |
1,094 |
$169M |
+$14.4M |
-$11.1M |
+$3.35M |
EFSC, IVV, EFA, IVE, IVW
|
13F-HR |
1/29/2016, 10:42 AM |
Q3 2015 |
1,085 |
$156M |
+$5.76M |
-$8.32M |
-$2.56M |
EFSC, IVV, EFA, IVE, IVW
|
13F-HR |
10/29/2015, 02:25 PM |
Q2 2015 |
1,077 |
$169M |
+$8.29M |
-$9.15M |
-$856K |
EFSC, IVV, EFA, IVE, IVW
|
13F-HR |
7/27/2015, 10:02 AM |
Q1 2015 |
1,340 |
$170M |
+$8.72M |
-$5.58M |
+$3.14M |
EFSC, IVV, EFA, IVE, IVW
|
13F-HR |
4/29/2015, 09:00 AM |
Q4 2014 |
1,354 |
$165M |
+$8.53M |
-$7.08M |
+$1.45M |
EFSC, IVV, EFA, IVE, IVW
|
13F-HR |
1/23/2015, 08:35 AM |
Q3 2014 |
1,315 |
$158M |
+$4.66M |
-$9.86M |
-$5.2M |
EFSC, EFA, IVV, IVE, IVW
|
13F-HR |
10/24/2014, 11:14 AM |
Q2 2014 |
1,342 |
$167M |
+$8.83M |
-$5.51M |
+$3.32M |
EFSC, EFA, IVV, IVE, IVW
|
13F-HR |
7/24/2014, 11:02 AM |
Q1 2014 |
1,384 |
$163M |
+$6.29M |
-$16.7M |
-$10.4M |
EFSC, EFA, IVV, IVE, IVW
|
13F-HR |
4/24/2014, 01:17 PM |
Q4 2013 |
1,289 |
$172M |
$0 |
$0 |
|
EFSC, EFA, IVV, IVE, IVW
|
13F-HR |
1/30/2014, 10:39 AM |