Q3 2024 |
147 |
$240M |
+$7.76M |
-$5.02M |
+$2.74M |
IWF, IWD, MSFT, VEA, AAPL
|
13F-HR |
11/4/2024, 12:51 PM |
Q2 2024 |
142 |
$223M |
+$5.98M |
-$4.44M |
+$1.54M |
IWF, IWD, MSFT, VEA, AAPL
|
13F-HR |
8/7/2024, 07:16 PM |
Q1 2024 |
142 |
$221M |
+$9.85M |
-$4.41M |
+$5.44M |
IWF, IWD, MSFT, VEA, AAPL
|
13F-HR |
4/15/2024, 09:10 PM |
Q4 2023 |
133 |
$203M |
+$1.98M |
-$6.15M |
-$4.17M |
IWF, IWD, MSFT, VEA, AAPL
|
13F-HR |
2/2/2024, 01:30 PM |
Q3 2023 |
133 |
$190M |
+$10.9M |
-$5.28M |
+$5.6M |
IWF, IWD, VEA, MSFT, AAPL
|
13F-HR |
10/31/2023, 11:09 AM |
Q2 2023 |
128 |
$192M |
+$2.7M |
-$10.1M |
-$7.45M |
IWF, IWD, VEA, MSFT, AAPL
|
13F-HR |
8/7/2023, 09:29 PM |
Q1 2023 |
136 |
$191M |
+$2.1M |
-$7.95M |
-$5.85M |
IWF, IWD, VEA, MSFT, AAPL
|
13F-HR |
5/8/2023, 05:18 PM |
Q4 2022 |
142 |
$189M |
+$7.5M |
-$180M |
-$173M |
IWD, IWF, VEA, MSFT, VWO
|
13F-HR |
1/17/2023, 09:38 PM |
Q3 2022 |
257 |
$336M |
+$155M |
-$6.48M |
+$149M |
AAPL, MSFT, IWF, IWD, TT
|
13F-HR |
10/20/2022, 06:50 PM |
Q2 2022 |
153 |
$205M |
+$8.96M |
-$6.07M |
+$2.89M |
IWF, IWD, AAPL, VEA, TSLA
|
13F-HR |
8/4/2022, 06:13 PM |
Q1 2022 |
166 |
$237M |
+$6.93M |
-$4.92M |
+$2.01M |
IWF, IWD, AAPL, TSLA, VEA
|
13F-HR |
4/21/2022, 08:01 PM |
Q4 2021 |
169 |
$245M |
+$9.64M |
-$4.05M |
+$5.59M |
IWF, IWD, AAPL, TSLA, MSFT
|
13F-HR |
2/3/2022, 09:45 PM |
Q3 2021 |
161 |
$220M |
+$7.59M |
-$5.74M |
+$1.85M |
IWF, IWD, AAPL, VEA, IEFA
|
13F-HR |
10/12/2021, 09:41 PM |
Q2 2021 |
165 |
$219M |
+$12.4M |
-$10.5M |
+$1.92M |
IWF, IWD, AAPL, IEFA, VEA
|
13F-HR |
7/15/2021, 07:14 AM |
Q1 2021 |
157 |
$206M |
+$13.4M |
-$4.01M |
+$9.36M |
IWF, IWD, IEFA, AAPL, TSLA
|
13F-HR |
5/5/2021, 09:00 PM |
Q4 2020 |
144 |
$188M |
+$11.5M |
-$8.02M |
+$3.49M |
IWF, IWD, AAPL, IEFA, TSLA
|
13F-HR |
1/19/2021, 09:20 AM |
Q3 2020 |
129 |
$168M |
+$10.3M |
-$16.6M |
-$6.33M |
IWF, IWD, AAPL, MINT, IEFA
|
13F-HR |
11/9/2020, 12:03 PM |
Q2 2020 |
141 |
$170M |
+$19M |
-$9.09M |
+$9.88M |
IWF, IWD, MINT, MSFT, IEFA
|
13F-HR |
8/5/2020, 08:07 PM |
Q1 2020 |
126 |
$139M |
+$34.6M |
-$16.5M |
+$18.1M |
IWF, IWD, MINT, IEFA, MSFT
|
13F-HR |
4/29/2020, 09:56 AM |
Q4 2019 |
147 |
$148M |
+$7.48M |
-$4.58M |
+$2.9M |
VEA, IVV, MSFT, IWD, IWF
|
13F-HR |
1/31/2020, 05:11 PM |
Q3 2019 |
146 |
$137M |
+$7.22M |
-$10.7M |
-$3.52M |
VEA, IVV, MSFT, IWD, IWF
|
13F-HR |
10/17/2019, 02:36 PM |
Q2 2019 |
151 |
$139M |
+$6M |
-$9.02M |
-$3.02M |
VEA, IWD, IWF, IVV, MSFT
|
13F-HR |
7/30/2019, 05:05 PM |
Q1 2019 |
142 |
$138M |
+$9M |
-$2.41M |
+$6.59M |
VEA, IVV, IWD, IWN, SDY
|
13F-HR |
5/3/2019, 05:03 PM |
Q4 2018 |
130 |
$119M |
+$17.2M |
-$1.27M |
+$16M |
VEA, IVV, IWD, IGIB, IWN
|
13F-HR |
1/15/2019, 04:48 PM |
Q3 2018 |
119 |
$19.3M |
$0 |
$0 |
|
VEA, IWF, MSFT, IEMG, BMY
|
Restatement |
10/29/2018, 04:42 PM |
Q2 2018 |
152 |
$135M |
+$8.44M |
-$10.3M |
-$1.9M |
VEA, IWN, IGIB, IVV, IWD
|
13F-HR |
7/25/2018, 10:48 AM |
Q1 2018 |
150 |
$134M |
+$10M |
-$7.96M |
+$2.05M |
VEA, IGIB, IWN, IVV, IWD
|
13F-HR |
5/3/2018, 10:53 AM |
Q4 2017 |
153 |
$135M |
+$15.5M |
-$2.6M |
+$12.9M |
IVV, VEA, IWN, IGIB, IWD
|
13F-HR |
1/31/2018, 09:22 AM |
Q3 2017 |
121 |
$117M |
+$7.94M |
-$5.26M |
+$2.69M |
IVV, IWN, VEA, IGIB, SDY
|
13F-HR |
10/30/2017, 09:24 AM |
Q2 2017 |
119 |
$110M |
+$5.54M |
-$896K |
+$4.64M |
IVV, IWN, IJH, IGIB, SDY
|
13F-HR |
7/24/2017, 02:51 PM |
Q1 2017 |
110 |
$104M |
+$4.01M |
-$6.71M |
-$2.7M |
IVV, IWN, IGIB, SDY, IJH
|
13F-HR |
5/4/2017, 07:36 PM |
Q4 2016 |
112 |
$102M |
+$4.55M |
-$84.3M |
-$79.8M |
IWN, IVV, IGIB, IJH, SDY
|
13F-HR |
2/7/2017, 07:49 PM |
Q3 2016 |
175 |
$177M |
+$77.6M |
-$2.46M |
+$75.1M |
JPM, IR, XLU, XOM, GE
|
13F-HR |
11/1/2016, 08:59 PM |
Q2 2016 |
113 |
$100M |
+$10.3M |
-$69.8M |
-$59.5M |
IVV, IGIB, XLU, IWN, IJH
|
13F-HR |
7/11/2016, 08:25 PM |
Q1 2016 |
167 |
$151M |
+$68.6M |
-$98 |
+$68.6M |
JPM, XLU, IVV, GE, BMY
|
13F-HR |
5/9/2016, 10:42 AM |
Q4 2015 |
98 |
$83.1M |
+$8.1M |
-$5.18M |
+$2.92M |
IVV, IGIB, IJH, IWN, XLU
|
13F-HR |
2/3/2016, 06:27 AM |
Q3 2015 |
93 |
$76.4M |
+$3.74M |
-$4.49M |
-$758K |
IGIB, IVV, IJH, XLU, IWN
|
13F-HR |
11/3/2015, 09:15 PM |
Q2 2015 |
94 |
$83M |
+$3.49M |
-$10M |
-$6.52M |
IGIB, IVV, IWN, IJH, XLU
|
13F-HR |
7/28/2015, 04:50 PM |
Q1 2015 |
152 |
$90.8M |
+$5.71M |
-$1.18M |
+$4.53M |
VEA, VWO, IVV, IGIB, IJH
|
13F-HR |
5/4/2015, 09:30 PM |
Q4 2014 |
95 |
$86.8M |
$0 |
$0 |
|
IVV, VEA, IGIB, VWO, IJH
|
13F-HR |
2/9/2015, 04:24 PM |