Q3 2024 |
380 |
$1B |
+$32.1M |
-$12.8M |
+$19.3M |
VOO, IEFA, IJH, MSFT, VEA
|
13F-HR |
11/12/2024, 09:34 AM |
Q2 2024 |
378 |
$940M |
+$37.9M |
-$25.9M |
+$12M |
VOO, IEFA, MSFT, IJH, VEA
|
13F-HR |
8/8/2024, 12:39 PM |
Q1 2024 |
387 |
$933M |
+$36.1M |
-$33.2M |
+$2.92M |
VOO, IEFA, MSFT, VEA, IJH
|
13F-HR |
5/9/2024, 02:25 PM |
Q4 2023 |
380 |
$862M |
+$32M |
-$38.1M |
-$6.19M |
VOO, IEFA, VEA, MSFT, AAPL
|
13F-HR |
2/5/2024, 03:56 PM |
Q3 2023 |
366 |
$784M |
+$16.4M |
-$24.4M |
-$7.99M |
VOO, IEFA, AAPL, VEA, MSFT
|
13F-HR |
11/13/2023, 10:16 AM |
Q2 2023 |
387 |
$825M |
+$15.9M |
-$23M |
-$7.1M |
VOO, IEFA, AAPL, MSFT, VEA
|
13F-HR |
8/10/2023, 09:40 AM |
Q1 2023 |
389 |
$781M |
+$41.2M |
-$20.5M |
+$20.7M |
VOO, IEFA, AAPL, VEA, MSFT
|
13F-HR |
5/4/2023, 02:49 PM |
Q4 2022 |
377 |
$721M |
+$31M |
-$19.7M |
+$11.2M |
VOO, IEFA, VEA, AAPL, MSFT
|
13F-HR |
2/10/2023, 01:50 PM |
Q3 2022 |
373 |
$649M |
+$39.9M |
-$30.9M |
+$9.05M |
VOO, IEFA, AAPL, VEA, MSFT
|
13F-HR |
11/9/2022, 09:29 AM |
Q2 2022 |
386 |
$692M |
+$72.4M |
-$37.9M |
+$34.5M |
VOO, IEFA, VEA, IJH, AAPL
|
13F-HR |
8/16/2022, 12:20 PM |
Q1 2022 |
384 |
$790M |
+$28.3M |
-$28.1M |
+$279K |
VOO, IEFA, AAPL, MSFT, SPY
|
13F-HR |
5/10/2022, 12:42 PM |
Q4 2021 |
399 |
$831M |
+$28.5M |
-$19.2M |
+$9.27M |
VOO, IEFA, AAPL, MSFT, VEA
|
13F-HR |
2/3/2022, 12:20 PM |
Q3 2021 |
386 |
$755M |
+$27M |
-$12.3M |
+$14.7M |
VOO, IEFA, AAPL, MSFT, SPY
|
13F-HR |
11/4/2021, 10:05 AM |
Q2 2021 |
383 |
$741M |
+$15.1M |
-$20.7M |
-$5.6M |
VOO, IEFA, AAPL, MSFT, SPY
|
13F-HR |
8/5/2021, 10:46 AM |
Q1 2021 |
385 |
$695M |
+$25.6M |
-$32.2M |
-$6.6M |
VOO, IEFA, AAPL, VEA, MSFT
|
13F-HR |
6/2/2021, 08:29 AM |
Q4 2020 |
372 |
$660M |
+$46.3M |
-$16.3M |
+$29.9M |
VOO, IEFA, AAPL, VEA, MSFT
|
13F-HR |
2/10/2021, 01:18 PM |
Q3 2020 |
346 |
$563M |
+$67.8M |
-$31.5M |
+$36.3M |
VOO, IEFA, AAPL, VEA, MSFT
|
13F-HR |
11/5/2020, 05:09 PM |
Q2 2020 |
331 |
$503M |
+$109M |
-$32.5M |
+$76.9M |
VOO, IEFA, AAPL, MSFT, VEA
|
13F-HR |
8/5/2020, 10:03 AM |
Q1 2020 |
315 |
$359M |
+$45.3M |
-$32.9M |
+$12.4M |
IEFA, VEA, MSFT, AAPL, AMZN
|
13F-HR |
5/6/2020, 03:36 PM |
Q4 2019 |
349 |
$439M |
+$21.3M |
-$14.4M |
+$6.85M |
IEFA, VEA, AAPL, HCA, MSFT
|
13F-HR |
2/7/2020, 11:26 AM |
Q3 2019 |
347 |
$399M |
+$11.1M |
-$22.5M |
-$11.4M |
IEFA, VEA, HCA, MSFT, AAPL
|
13F-HR |
11/12/2019, 10:50 AM |
Q2 2019 |
361 |
$410M |
+$25.9M |
-$21.7M |
+$4.16M |
IEFA, VEA, HCA, MSFT, AAPL
|
13F-HR |
8/12/2019, 12:49 PM |
Q1 2019 |
381 |
$393M |
+$18.3M |
-$11.1M |
+$7.2M |
IEFA, VEA, HCA, MSFT, AAPL
|
13F-HR |
5/10/2019, 04:29 PM |
Q4 2018 |
368 |
$344M |
+$39.2M |
-$33.1M |
+$6.09M |
IEFA, VEA, HCA, MSFT, AAPL
|
13F-HR |
2/6/2019, 02:42 PM |
Q3 2018 |
368 |
$394M |
+$22.8M |
-$13.9M |
+$8.89M |
IEFA, HCA, AAPL, VEA, AMZN
|
13F-HR |
11/9/2018, 11:10 AM |
Q2 2018 |
371 |
$361M |
+$26.6M |
-$17.6M |
+$9.08M |
IEFA, AAPL, HCA, AMZN, MSFT
|
13F-HR |
8/8/2018, 02:34 PM |
Q1 2018 |
366 |
$347M |
+$40.6M |
-$25.7M |
+$14.9M |
IEFA, AAPL, HCA, AMZN, MSFT
|
13F-HR |
5/3/2018, 02:54 PM |
Q4 2017 |
378 |
$335M |
+$25.7M |
-$12.3M |
+$13.4M |
IEFA, HCA, AAPL, PEP, MSFT
|
13F-HR |
2/8/2018, 03:59 PM |
Q3 2017 |
368 |
$306M |
+$19.2M |
-$19.4M |
-$114K |
HCA, AAPL, PEP, T, JPM
|
13F-HR |
11/6/2017, 10:11 AM |
Q2 2017 |
382 |
$293M |
+$17.6M |
-$13.8M |
+$3.81M |
HCA, PEP, AAPL, T, JPM
|
13F-HR |
8/7/2017, 03:54 PM |
Q1 2017 |
369 |
$283M |
+$18.7M |
-$11.3M |
+$7.44M |
HCA, AAPL, PEP, T, JPM
|
13F-HR |
5/4/2017, 04:23 PM |
Q4 2016 |
355 |
$264M |
+$16.2M |
-$12.4M |
+$3.72M |
HCA, PEP, T, AAPL, JPM
|
13F-HR |
2/8/2017, 05:16 PM |
Q3 2016 |
342 |
$251M |
+$9.05M |
-$11.6M |
-$2.52M |
PEP, T, AAPL, HCA, XOM
|
13F-HR |
11/7/2016, 09:20 AM |
Q2 2016 |
346 |
$248M |
+$50.7M |
-$81.7M |
-$31M |
PEP, T, HCA, AAPL, XOM
|
13F-HR |
8/3/2016, 11:21 AM |
Q1 2016 |
277 |
$275M |
+$34.4M |
-$25M |
+$9.42M |
VTV, VUG, IJJ, AAPL, PEP
|
13F-HR |
5/3/2016, 06:49 PM |
Q4 2015 |
257 |
$263M |
+$21.7M |
-$28.5M |
-$6.76M |
VUG, VTV, AAPL, PEP, IJJ
|
13F-HR |
2/8/2016, 10:27 AM |
Q3 2015 |
260 |
$261M |
+$26.8M |
-$26.3M |
+$529K |
UPBD, VUG, VTV, AAPL, IJJ
|
13F-HR |
11/3/2015, 05:52 PM |
Q2 2015 |
267 |
$287M |
+$24.1M |
-$17.2M |
+$6.96M |
UPBD, VTV, VUG, IJJ, AAPL
|
13F-HR |
8/4/2015, 02:21 PM |
Q1 2015 |
256 |
$281M |
+$30.7M |
-$13.5M |
+$17.2M |
UPBD, VTV, VUG, IJJ, AAPL
|
13F-HR |
5/5/2015, 10:27 AM |
Q4 2014 |
266 |
$267M |
+$33M |
-$25.5M |
+$7.46M |
UPBD, VUG, VTV, IJJ, PEP
|
13F-HR |
2/5/2015, 04:31 PM |
Q3 2014 |
263 |
$255M |
+$36M |
-$45.1M |
-$9.1M |
VUG, UPBD, IJJ, VTV, PEP
|
13F-HR |
11/5/2014, 09:34 AM |
Q2 2014 |
289 |
$265M |
+$50.6M |
-$27.6M |
+$23M |
UPBD, VUG, UCB, IJJ, VTV
|
13F-HR |
8/14/2014, 12:51 PM |
Q1 2014 |
287 |
$240M |
+$34.3M |
-$19.7M |
+$14.7M |
UCB, UPBD, IVV, IJJ, PEP
|
13F-HR |
4/28/2014, 12:21 PM |
Q4 2013 |
259 |
$226M |
$0 |
$0 |
|
UPBD, UCB, IVV, IJJ, PEP
|
13F-HR |
2/7/2014, 03:06 PM |