Q2 2024 |
985 |
$4.09B |
+$290M |
-$137M |
+$152M |
IVV, MSFT, REGL, HEFA, VOO
|
13F-HR |
8/7/2024, 12:25 PM |
Q1 2024 |
998 |
$3.94B |
+$263M |
-$165M |
+$98M |
IVV, MSFT, REGL, HEFA, VOO
|
13F-HR |
5/13/2024, 05:39 PM |
Q4 2023 |
941 |
$3.57B |
+$336M |
-$145M |
+$191M |
IVV, MSFT, REGL, HEFA, VOO
|
13F-HR |
2/9/2024, 10:41 AM |
Q3 2023 |
800 |
$3.06B |
+$150M |
-$98.9M |
+$50.7M |
IVV, MSFT, REGL, HEFA, VOO
|
13F-HR |
11/2/2023, 10:56 AM |
Q2 2023 |
822 |
$3.16B |
+$143M |
-$153M |
-$9.86M |
IVV, MSFT, REGL, HEFA, VV
|
13F-HR |
8/3/2023, 02:24 PM |
Q1 2023 |
830 |
$2.98B |
+$179M |
-$108M |
+$70.8M |
IVV, MSFT, REGL, VV, VUG
|
13F-HR |
5/15/2023, 10:41 AM |
Q4 2022 |
809 |
$2.73B |
+$456M |
-$275M |
+$181M |
IVV, MSFT, REGL, VV, VUG
|
13F-HR |
1/10/2023, 10:03 AM |
Q2 2022 |
766 |
$2.57B |
+$303M |
-$157M |
+$146M |
IVV, MSFT, HEFA, VV, VUG
|
Restatement |
8/8/2022, 12:21 PM |
Q1 2022 |
770 |
$2.9B |
+$114M |
-$203M |
-$89.5M |
IVV, MSFT, HEFA, VV, VUG
|
13F-HR |
5/11/2022, 10:10 AM |
Q4 2021 |
839 |
$3.19B |
+$513M |
-$64.2M |
+$449M |
IVV, MSFT, HEFA, VUG, VV
|
13F-HR |
2/11/2022, 04:08 PM |
Q3 2021 |
404 |
$1.09B |
$0 |
$0 |
|
IEF, HEFA, VO, VOO, BND
|
13F-HR |
11/12/2021, 03:55 PM |
Q2 2021 |
525 |
$2.48B |
+$735M |
-$87.7M |
+$648M |
IVV, MSFT, VV, VUG, HEFA
|
13F-HR |
8/16/2021, 11:19 AM |
Q1 2021 |
439 |
$1.71B |
+$80.2M |
-$114M |
-$34M |
IVV, MSFT, VV, VUG, VXF
|
13F-HR |
6/16/2021, 03:52 PM |
Q4 2020 |
406 |
$1.66B |
+$362M |
-$34.8M |
+$327M |
IVV, MSFT, VV, VUG, VXF
|
13F-HR |
2/16/2021, 04:21 PM |
Q3 2020 |
306 |
$1.2B |
+$82.7M |
-$53.9M |
+$28.8M |
MSFT, VV, IVV, VUG, VXF
|
13F-HR |
11/16/2020, 01:44 PM |
Q2 2020 |
308 |
$1.11B |
+$87.2M |
-$86.9M |
+$368K |
MSFT, VV, VUG, IVV, HEFA
|
13F-HR |
8/12/2020, 01:53 PM |
Q1 2020 |
277 |
$915M |
+$53M |
-$152M |
-$99.2M |
MSFT, VV, IVV, VUG, VXF
|
13F-HR |
5/27/2020, 09:42 AM |
Q4 2019 |
350 |
$1.22B |
+$50.7M |
-$108M |
-$57.7M |
MSFT, IVV, VV, VUG, VXF
|
13F-HR |
2/13/2020, 11:08 AM |
Q3 2019 |
333 |
$1.19B |
+$46.2M |
-$73.8M |
-$27.6M |
MSFT, VV, VUG, IVV, HEFA
|
13F-HR |
11/14/2019, 05:36 PM |
Q2 2019 |
328 |
$1.2B |
+$47.1M |
-$36.7M |
+$10.5M |
MSFT, VV, VUG, IVV, HEFA
|
13F-HR |
8/14/2019, 05:41 PM |
Q1 2019 |
313 |
$1.14B |
+$76.8M |
-$87.5M |
-$10.7M |
MSFT, VV, VUG, IVV, VXF
|
13F-HR |
5/10/2019, 04:57 PM |
Q4 2018 |
315 |
$1.03B |
+$152M |
-$87.2M |
+$64.7M |
MSFT, VV, VUG, IVV, VXF
|
13F-HR |
2/26/2019, 04:29 PM |
Q3 2018 |
360 |
$1.1B |
+$65.7M |
-$12.8M |
+$52.9M |
MSFT, VUG, VV, IVV, VXF
|
13F-HR |
11/14/2018, 12:50 PM |
Q2 2018 |
320 |
$990M |
+$67.5M |
-$28.2M |
+$39.3M |
MSFT, VUG, VV, IVV, VXF
|
13F-HR |
8/14/2018, 04:12 PM |
Q1 2018 |
288 |
$926M |
+$103M |
-$96.6M |
+$6.45M |
MSFT, VV, VUG, IVV, VXF
|
13F-HR |
5/15/2018, 06:09 PM |
Q4 2017 |
314 |
$922M |
+$53.6M |
-$38.6M |
+$15M |
VV, VUG, MSFT, HEFA, VXF
|
13F-HR |
2/14/2018, 10:50 AM |
Q3 2017 |
306 |
$860M |
+$98.8M |
-$44.8M |
+$54M |
VV, VUG, MSFT, HEFA, VXF
|
13F-HR |
11/15/2017, 05:17 PM |
Q2 2017 |
273 |
$775M |
+$67.5M |
-$34.8M |
+$32.6M |
VV, VUG, MSFT, HEFA, VXF
|
13F-HR |
8/14/2017, 06:59 PM |
Q1 2017 |
252 |
$724M |
+$117M |
-$38.3M |
+$78.4M |
VV, VUG, MSFT, HEFA, VXF
|
13F-HR |
5/9/2017, 01:27 PM |
Q4 2016 |
235 |
$615M |
+$109M |
-$72.2M |
+$36.6M |
VV, MSFT, VUG, HEFA, VXF
|
13F-HR |
2/9/2017, 02:43 PM |
Q3 2016 |
228 |
$564M |
+$60.1M |
-$79.2M |
-$19.1M |
MSFT, VV, VUG, VXF, HEFA
|
Restatement |
11/14/2016, 03:03 PM |
Q2 2016 |
224 |
$564M |
+$58.3M |
-$50.9M |
+$7.38M |
VV, MSFT, VUG, VXF, HEFA
|
13F-HR |
8/9/2016, 12:26 PM |
Q1 2016 |
271 |
$549M |
+$145M |
-$56.9M |
+$87.9M |
MSFT, VV, VUG, VXF, HEFA
|
13F-HR |
5/13/2016, 06:02 PM |
Q4 2015 |
199 |
$461M |
+$114M |
-$50.7M |
+$63.2M |
MSFT, VV, VUG, HEFA, VXF
|
13F-HR |
2/4/2016, 04:57 PM |
Q3 2015 |
171 |
$374M |
+$71.4M |
-$50.6M |
+$20.7M |
MSFT, VV, VUG, VXF, HEEM
|
13F-HR |
11/6/2015, 06:17 PM |
Q2 2015 |
167 |
$382M |
+$43.2M |
-$21.7M |
+$21.5M |
MSFT, VV, VUG, VWO, VEU
|
13F-HR |
7/31/2015, 12:36 PM |
Q1 2015 |
128 |
$363M |
+$48.4M |
-$43.4M |
+$5.01M |
MSFT, VUG, VV, VEU, VWO
|
13F-HR |
5/8/2015, 06:27 PM |
Q4 2014 |
205 |
$359M |
+$35M |
-$37.4M |
-$2.43M |
MSFT, VUG, VV, VEU, VIG
|
13F-HR |
2/11/2015, 05:29 PM |
Q3 2014 |
193 |
$351M |
+$31M |
-$17.6M |
+$13.4M |
MSFT, VUG, VV, VEU, VIG
|
13F-HR |
11/13/2014, 12:52 PM |
Q2 2014 |
199 |
$338M |
+$36.6M |
-$11.4M |
+$25.2M |
MSFT, VEU, VUG, VV, VIG
|
13F-HR |
8/13/2014, 05:31 PM |
Q1 2014 |
188 |
$308M |
+$18.7M |
-$26.7M |
-$8.02M |
MSFT, VUG, VEU, VIG, VNQ
|
13F-HR |
5/7/2014, 03:25 PM |
Q4 2013 |
184 |
$309M |
$0 |
$0 |
|
MSFT, VEU, VUG, VIG, VWO
|
13F-HR |
2/13/2014, 06:40 PM |