Q3 2024 |
1,064 |
$10.4B |
+$341M |
-$574M |
-$234M |
IVV, SPY, AAPL, MSFT, IJH
|
13F-HR |
11/7/2024, 11:46 AM |
Q2 2024 |
1,223 |
$10.2B |
+$746M |
-$228M |
+$519M |
IVV, MSFT, SPY, AAPL, IJH
|
13F-HR |
8/12/2024, 10:46 AM |
Q1 2024 |
1,190 |
$9.59B |
+$1.67B |
-$98.3M |
+$1.57B |
IVV, SPY, MSFT, AAPL, IJH
|
13F-HR |
5/8/2024, 04:12 PM |
Q4 2023 |
1,090 |
$7.56B |
+$347M |
-$227M |
+$120M |
IVV, MSFT, SPY, AAPL, IJH
|
13F-HR |
2/9/2024, 02:59 PM |
Q3 2023 |
1,043 |
$6.69B |
+$418M |
-$219M |
+$198M |
IVV, AAPL, SPY, MSFT, IJH
|
13F-HR |
11/14/2023, 10:54 AM |
Q2 2023 |
1,049 |
$6.76B |
+$284M |
-$240M |
+$43.8M |
IVV, AAPL, MSFT, SPY, IJH
|
13F-HR |
8/2/2023, 03:12 PM |
Q1 2023 |
1,038 |
$6.29B |
+$208M |
-$196M |
+$11.5M |
IVV, AAPL, MSFT, SPY, IJH
|
13F-HR |
5/10/2023, 01:48 PM |
Q4 2022 |
1,000 |
$5.92B |
+$429M |
-$199M |
+$230M |
IVV, SPY, AAPL, MSFT, IJH
|
13F-HR |
2/9/2023, 08:47 AM |
Q3 2022 |
906 |
$5.28B |
+$705M |
-$163M |
+$542M |
IVV, AAPL, MSFT, SPY, AMZN
|
13F-HR |
11/15/2022, 11:15 AM |
Q2 2022 |
846 |
$5.19B |
+$474M |
-$154M |
+$320M |
IVV, MSFT, SPY, AAPL, AMZN
|
13F-HR |
7/19/2022, 11:41 AM |
Q1 2022 |
875 |
$5.87B |
+$444M |
-$275M |
+$170M |
IVV, AAPL, MSFT, SPY, AMZN
|
13F-HR |
5/10/2022, 10:18 AM |
Q4 2021 |
877 |
$6.15B |
+$730M |
-$167M |
+$563M |
IVV, AAPL, MSFT, SPY, AMZN
|
13F-HR |
2/11/2022, 04:30 PM |
Q3 2021 |
778 |
$5.15B |
+$340M |
-$117M |
+$223M |
IVV, MSFT, SPY, AAPL, AMZN
|
13F-HR |
11/12/2021, 08:19 AM |
Q2 2021 |
752 |
$4.99B |
+$379M |
-$127M |
+$252M |
IVV, MSFT, SPY, AAPL, AMZN
|
13F-HR |
7/19/2021, 01:00 PM |
Q1 2021 |
695 |
$4.43B |
+$358M |
-$85.8M |
+$272M |
IVV, SPY, MSFT, AAPL, AMZN
|
13F-HR |
5/10/2021, 08:55 AM |
Q4 2020 |
636 |
$3.94B |
+$498M |
-$292M |
+$207M |
IVV, MSFT, SPY, AAPL, AMZN
|
13F-HR |
2/16/2021, 08:51 AM |
Q3 2020 |
546 |
$3.4B |
+$229M |
-$142M |
+$86.5M |
IVV, MSFT, SPY, AMZN, AAPL
|
13F-HR |
10/26/2020, 08:00 AM |
Q2 2020 |
510 |
$3.13B |
+$378M |
-$154M |
+$224M |
IVV, MSFT, SPY, AMZN, AAPL
|
13F-HR |
7/27/2020, 09:48 AM |
Q1 2020 |
504 |
$2.41B |
+$133M |
-$136M |
-$3.08M |
IVV, MSFT, SPY, AAPL, EPAM
|
13F-HR |
4/16/2020, 01:30 PM |
Q4 2019 |
566 |
$3.06B |
+$713M |
-$40.6M |
+$672M |
IVV, MSFT, SPY, AAPL, EPAM
|
13F-HR |
2/3/2020, 12:09 PM |
Q3 2019 |
502 |
$2.21B |
+$94.5M |
-$87.8M |
+$6.67M |
IVV, SPY, MDY, IJH, AAPL
|
13F-HR |
10/29/2019, 12:23 PM |
Q2 2019 |
524 |
$2.19B |
+$261M |
-$63.6M |
+$198M |
IVV, SPY, MDY, IJH, MSFT
|
13F-HR |
8/15/2019, 02:22 PM |
Q1 2019 |
452 |
$1.94B |
+$83.9M |
-$62M |
+$21.9M |
SPY, IVV, MDY, IJH, AAPL
|
13F-HR |
4/29/2019, 12:10 PM |
Q4 2018 |
429 |
$1.7B |
+$153M |
-$136M |
+$17.5M |
SPY, IVV, MDY, IJH, AAPL
|
13F-HR |
1/30/2019, 12:30 PM |
Q3 2018 |
469 |
$1.95B |
+$48.3M |
-$45.6M |
+$2.62M |
SPY, MDY, IVV, IJH, AAPL
|
13F-HR |
10/12/2018, 09:27 AM |
Q2 2018 |
470 |
$1.85B |
+$128M |
-$77.3M |
+$51.1M |
SPY, MDY, IVV, IJH, AAPL
|
13F-HR |
8/16/2018, 03:15 PM |
Q1 2018 |
456 |
$1.76B |
+$101M |
-$67.3M |
+$34.1M |
SPY, MDY, IVV, IJH, IEMG
|
13F-HR |
4/17/2018, 11:19 AM |
Q4 2017 |
467 |
$1.76B |
+$93.4M |
-$57.4M |
+$36M |
SPY, MDY, IVV, IJH, IEMG
|
13F-HR |
1/30/2018, 09:26 AM |
Q3 2017 |
436 |
$1.64B |
+$86.8M |
-$46.6M |
+$40.3M |
SPY, MDY, IVV, IJH, IEMG
|
13F-HR |
10/12/2017, 12:01 PM |
Q2 2017 |
447 |
$1.55B |
+$91.5M |
-$54.8M |
+$36.7M |
SPY, MDY, IVV, IJH, IWM
|
13F-HR |
8/7/2017, 10:14 AM |
Q1 2017 |
445 |
$1.48B |
+$119M |
-$67.3M |
+$51.5M |
SPY, MDY, IVV, IJH, MLPI
|
13F-HR |
5/11/2017, 10:50 AM |
Q4 2016 |
438 |
$1.37B |
+$105M |
-$89.3M |
+$16M |
SPY, MDY, IVV, IJH, MLPI
|
13F-HR |
1/31/2017, 12:20 PM |
Q3 2016 |
445 |
$1.33B |
+$43.3M |
-$52.4M |
-$9.08M |
SPY, MDY, IVV, EFA, SDY
|
13F-HR |
10/18/2016, 11:51 AM |
Q2 2016 |
421 |
$1.3B |
+$80.2M |
-$128M |
-$48.2M |
SPY, MDY, IVV, EFA, SDY
|
13F-HR |
7/14/2016, 02:03 PM |
Q1 2016 |
427 |
$1.31B |
+$91.7M |
-$95.3M |
-$3.6M |
SPY, MDY, EFA, IVV, JNJ
|
13F-HR |
4/8/2016, 01:26 PM |
Q4 2015 |
409 |
$1.31B |
+$111M |
-$167M |
-$56.2M |
SPY, MDY, EFA, MLPI, JNJ
|
13F-HR |
1/27/2016, 02:20 PM |
Q3 2015 |
429 |
$1.32B |
+$129M |
-$129M |
+$447K |
SPY, MDY, EFA, JNJ, SDY
|
13F-HR |
10/28/2015, 08:56 AM |
Q2 2015 |
481 |
$1.52B |
+$114M |
-$70.7M |
+$43.7M |
SPY, MDY, EFA, WMB, JNJ
|
13F-HR |
7/9/2015, 02:15 PM |
Q1 2015 |
488 |
$1.49B |
+$241M |
-$186M |
+$54.7M |
SPY, MDY, AMJ, EFA, JNJ
|
13F-HR |
4/30/2015, 12:08 PM |
Q4 2014 |
465 |
$1.43B |
+$536M |
-$136M |
+$400M |
SPY, MDY, AMJ, EFA, SDY
|
13F-HR |
1/20/2015, 01:01 PM |
Q3 2014 |
395 |
$1.04B |
+$148M |
-$126M |
+$21.5M |
AMJ, WMB, EPD, ET, EMC
|
Restatement |
10/16/2014, 03:09 PM |
Q2 2014 |
394 |
$1.04B |
+$118M |
-$123M |
-$4.8M |
AMJ, AAPL, NRF, WMB, QCOM
|
13F-HR |
7/28/2014, 10:37 AM |
Q1 2014 |
398 |
$993M |
+$125M |
-$85.2M |
+$39.7M |
AMJ, NRF, EMC, JPM, GE
|
13F-HR |
4/28/2014, 01:54 PM |
Q4 2013 |
387 |
$943M |
$0 |
$0 |
|
AMJ, QCOM, NRF, GE, JPM
|
13F-HR |
2/6/2014, 04:54 PM |