Q3 2024 |
1,059 |
$5.63B |
+$525M |
-$346M |
+$179M |
CAML, USSE, BUSA, TLT, CSMD
|
13F-HR |
11/13/2024, 06:07 PM |
Q2 2024 |
1,047 |
$5.2B |
+$556M |
-$399M |
+$157M |
CAML, USSE, AMZN, TLT, BUSA
|
13F-HR |
7/30/2024, 05:09 PM |
Q1 2024 |
1,182 |
$5.13B |
+$609M |
-$400M |
+$209M |
AMZN, MSFT, CAML, USSE, TLT
|
13F-HR/A |
8/6/2024, 04:21 PM |
Q1 2024 |
13 |
$307M |
+$2.7M |
-$4.3B |
-$4.3B |
IWF, IWP, IUSV, AGG, IWV
|
13F-HR |
5/7/2024, 12:59 PM |
Q4 2023 |
1,119 |
$4.58B |
+$576M |
-$387M |
+$188M |
AMZN, MSFT, IEFA, IVV, TLT
|
13F-HR/A |
8/6/2024, 04:18 PM |
Q4 2023 |
13 |
$307M |
+$1.73M |
-$3.67B |
-$3.66B |
IWF, AGG, IUSV, IWP, IWV
|
13F-HR |
2/14/2024, 08:10 AM |
Q3 2023 |
1,108 |
$3.94B |
+$351M |
-$209M |
+$142M |
AMZN, MSFT, IEFA, IVV, AAPL
|
13F-HR/A |
8/6/2024, 04:17 PM |
Q3 2023 |
13 |
$300M |
+$8.05M |
-$3.69B |
-$3.68B |
AGG, IWF, SPLV, NOBL, IWP
|
13F-HR |
11/14/2023, 08:39 AM |
Q2 2023 |
1,076 |
$3.99B |
+$259M |
-$159M |
+$99.5M |
AMZN, MSFT, IVV, IEFA, AAPL
|
13F-HR/A |
8/6/2024, 04:16 PM |
Q2 2023 |
13 |
$313M |
+$5.08M |
-$3.37B |
-$3.37B |
SPLV, AGG, IWF, NOBL, SPY
|
13F-HR |
8/14/2023, 03:41 PM |
Q1 2023 |
1,100 |
$3.67B |
+$295M |
-$149M |
+$146M |
AMZN, MSFT, IEFA, AAPL, IVV
|
13F-HR/A |
8/6/2024, 04:12 PM |
Q1 2023 |
13 |
$296M |
+$8.16M |
-$3.04B |
-$3.03B |
AGG, SPLV, IWF, NOBL, SPY
|
13F-HR |
5/15/2023, 06:01 PM |
Q4 2022 |
1,071 |
$3.31B |
+$370M |
-$170M |
+$200M |
MSFT, AMZN, AAPL, IEFA, V
|
13F-HR/A |
8/6/2024, 04:09 PM |
Q4 2022 |
13 |
$283M |
+$10.4M |
-$2.64B |
-$2.63B |
SPLV, AGG, IWF, NOBL, SPY
|
13F-HR |
2/15/2023, 03:57 PM |
Q3 2022 |
1,064 |
$2.9B |
+$275M |
-$89.9M |
+$185M |
AMZN, MSFT, AAPL, GOOG, ACN
|
13F-HR/A |
8/6/2024, 04:08 PM |
Q3 2022 |
13 |
$256M |
+$3.04M |
-$2.69B |
-$2.69B |
AGG, SPLV, IWF, NOBL, SPY
|
13F-HR |
11/14/2022, 06:24 PM |
Q2 2022 |
1,036 |
$2.96B |
+$316M |
-$124M |
+$192M |
MSFT, AMZN, GOOG, V, AAPL
|
13F-HR/A |
8/6/2024, 04:07 PM |
Q2 2022 |
14 |
$278M |
+$9.53M |
-$3.08B |
-$3.07B |
AGG, SPLV, IWF, NOBL, SPY
|
13F-HR |
7/22/2022, 05:33 PM |
Q1 2022 |
1,016 |
$3.39B |
+$410M |
-$179M |
+$231M |
MSFT, AMZN, GOOG, AAPL, META
|
13F-HR/A |
8/6/2024, 04:07 PM |
Q1 2022 |
14 |
$318M |
+$12.9M |
-$3.14B |
-$3.13B |
AGG, SPLV, IWF, NOBL, IWV
|
13F-HR |
8/23/2022, 02:57 PM |
Q4 2021 |
866 |
$3.47B |
+$258M |
-$65.7M |
+$192M |
MSFT, AMZN, META, AAPL, ACN
|
13F-HR/A |
8/6/2024, 04:04 PM |
Q4 2021 |
14 |
$334M |
+$2.05M |
-$2.75B |
-$2.74B |
AGG, SPLV, IWF, SPY, IWV
|
13F-HR |
8/24/2022, 02:26 PM |
Q3 2021 |
812 |
$3.05B |
+$412M |
-$88.9M |
+$323M |
META, MSFT, AMZN, GOOG, AAPL
|
13F-HR/A |
8/6/2024, 04:03 PM |
Q3 2021 |
13 |
$312M |
+$3.17M |
-$2.42B |
-$2.41B |
AGG, SPLV, IWF, SPY, IWV
|
13F-HR |
9/1/2022, 12:02 PM |
Q2 2021 |
813 |
$2.73B |
+$220M |
-$99.6M |
+$120M |
MSFT, META, ADBE, AGG, GOOG
|
13F-HR/A |
8/6/2024, 04:02 PM |
Q2 2021 |
13 |
$321M |
+$3.01M |
-$2.11B |
-$2.11B |
AGG, SPLV, IWF, IWV, SPY
|
13F-HR |
9/1/2022, 12:17 PM |
Q1 2021 |
696 |
$2.41B |
+$223M |
-$141M |
+$82.3M |
MSFT, META, AGG, ACN, AAPL
|
13F-HR/A |
8/6/2024, 04:01 PM |
Q1 2021 |
13 |
$302M |
+$3.17M |
-$1.95B |
-$1.94B |
AGG, SPLV, SPY, IWF, IWV
|
13F-HR |
9/1/2022, 12:19 PM |
Q4 2020 |
620 |
$2.24B |
+$133M |
-$71.7M |
+$61.1M |
MSFT, META, AGG, AAPL, ACN
|
13F-HR/A |
8/6/2024, 03:59 PM |
Q4 2020 |
13 |
$290M |
+$15.4M |
-$1.7B |
-$1.68B |
AGG, SPLV, IWF, SPY, IWV
|
13F-HR |
9/6/2022, 08:52 AM |
Q3 2020 |
561 |
$1.96B |
+$156M |
-$109M |
+$46.3M |
MSFT, META, AGG, AAPL, ADBE
|
13F-HR/A |
8/6/2024, 03:58 PM |
Q3 2020 |
13 |
$265M |
+$5.54M |
-$1.55B |
-$1.54B |
AGG, SPLV, IWF, SPY, IWV
|
13F-HR |
9/6/2022, 08:54 AM |
Q2 2020 |
577 |
$1.79B |
+$131M |
-$83.3M |
+$47.6M |
MSFT, META, AGG, SPLV, AAPL
|
13F-HR/A |
8/6/2024, 03:57 PM |
Q2 2020 |
13 |
$253M |
+$3.74M |
-$1.23B |
-$1.23B |
AGG, SPLV, SPY, IWV, IWF
|
13F-HR |
9/6/2022, 08:56 AM |
Q1 2020 |
515 |
$1.45B |
$0 |
$0 |
|
MSFT, AGG, META, SPLV, AAPL
|
13F-HR/A |
8/6/2024, 03:52 PM |
Q1 2020 |
13 |
$216M |
$0 |
$0 |
|
AGG, SPLV, SPY, IWV, NOBL
|
13F-HR |
9/6/2022, 08:57 AM |