| Q3 2025 |
|
|
|
|
$0 |
|
13F-NT |
14 Nov 2025, 16:53 |
| Q2 2025 |
|
|
|
|
$0 |
|
13F-NT |
14 Aug 2025, 17:27 |
| Q1 2025 |
|
|
|
|
$0 |
|
13F-NT |
11 Jun 2025, 10:58 |
| Q4 2024 |
|
|
|
|
$0 |
|
13F-NT |
06 Feb 2025, 16:09 |
| Q3 2024 |
3,937 |
$164,018,859,611 |
+$10,454,766,465 |
-$5,875,823,942 |
+$4,578,942,523 |
VOO, AGG, MSFT, AAPL, NVDA
|
13F-HR |
18 Oct 2024, 11:26 |
| Q2 2024 |
3,903 |
$152,234,484,906 |
+$9,445,898,102 |
-$3,441,408,880 |
+$6,004,489,222 |
VOO, AGG, MSFT, AAPL, NVDA
|
13F-HR |
19 Jul 2024, 13:19 |
| Q1 2024 |
3,867 |
$147,446,393,104 |
+$8,346,929,787 |
-$4,270,528,841 |
+$4,076,400,946 |
VOO, AGG, MSFT, AAPL, AMZN
|
13F-HR |
22 Apr 2024, 11:03 |
| Q4 2023 |
3,770 |
$133,692,492,584 |
+$5,985,676,558 |
-$3,275,973,397 |
+$2,709,703,161 |
VOO, AGG, MSFT, AAPL, IEFA
|
13F-HR |
16 Jan 2024, 13:42 |
| Q3 2023 |
3,747 |
$118,905,143,495 |
+$4,812,709,937 |
-$2,474,718,775 |
+$2,337,991,162 |
VOO, AGG, MSFT, AAPL, IEFA
|
13F-HR |
24 Oct 2023, 10:17 |
| Q2 2023 |
3,768 |
$121,316,639,065 |
+$4,430,136,542 |
-$4,195,677,832 |
+$234,458,710 |
VOO, AGG, AAPL, MSFT, IEFA
|
13F-HR |
25 Jul 2023, 14:41 |
| Q1 2023 |
3,811 |
$115,062,950,559 |
+$5,548,972,615 |
-$4,170,193,891 |
+$1,378,778,724 |
VOO, AGG, AAPL, MSFT, IEFA
|
13F-HR |
14 Apr 2023, 15:18 |
| Q4 2022 |
3,776 |
$108,884,971,598 |
+$5,339,951,695 |
-$3,275,293,408 |
+$2,064,658,287 |
VOO, AGG, MSFT, AAPL, USMV
|
13F-HR |
08 Feb 2023, 17:01 |
| Q3 2022 |
3,788 |
$98,823,074,000 |
+$7,135,643,809 |
-$3,188,437,331 |
+$3,947,206,478 |
VOO, AGG, AAPL, MSFT, USMV
|
13F-HR |
25 Oct 2022, 10:30 |
| Q2 2022 |
3,847 |
$102,216,221,000 |
+$6,525,806,568 |
-$4,630,677,808 |
+$1,895,128,760 |
VOO, AGG, MSFT, AAPL, USMV
|
13F-HR |
12 Aug 2022, 11:32 |
| Q1 2022 |
3,933 |
$118,474,811,000 |
+$6,162,048,242 |
-$5,254,954,174 |
+$907,094,068 |
VOO, AGG, AAPL, MSFT, USMV
|
13F-HR |
11 May 2022, 11:03 |
| Q4 2021 |
3,962 |
$123,952,038,000 |
+$6,345,020,764 |
-$2,140,368,801 |
+$4,204,651,963 |
VOO, AGG, AAPL, MSFT, USMV
|
13F-HR |
08 Feb 2022, 14:46 |
| Q3 2021 |
3,930 |
$111,328,681,000 |
+$6,114,307,585 |
-$2,984,263,357 |
+$3,130,044,228 |
VOO, AGG, MSFT, AAPL, IEFA
|
13F-HR |
02 Nov 2021, 14:16 |
| Q2 2021 |
3,898 |
$109,866,341,000 |
+$7,340,716,779 |
-$2,572,844,393 |
+$4,767,872,386 |
VOO, AGG, MSFT, AAPL, IEFA
|
13F-HR |
11 Aug 2021, 11:42 |
| Q1 2021 |
3,821 |
$99,061,340,000 |
+$7,687,314,577 |
-$4,393,106,986 |
+$3,294,207,591 |
VOO, AGG, AAPL, MSFT, IEFA
|
13F-HR |
14 May 2021, 10:28 |
| Q4 2020 |
3,612 |
$91,134,599,000 |
+$5,367,182,128 |
-$2,831,616,333 |
+$2,535,565,795 |
VOO, AGG, AAPL, MSFT, IEFA
|
13F-HR |
12 Feb 2021, 14:18 |
| Q3 2020 |
3,459 |
$79,963,961,000 |
+$4,984,921,216 |
-$2,886,711,655 |
+$2,098,209,561 |
VOO, AGG, AAPL, MSFT, IEFA
|
13F-HR |
04 Nov 2020, 09:46 |
| Q2 2020 |
3,390 |
$74,589,884,000 |
+$5,471,476,710 |
-$4,519,215,345 |
+$952,261,365 |
VOO, AGG, MSFT, AAPL, IEFA
|
13F-HR |
28 Jul 2020, 11:58 |
| Q1 2020 |
3,392 |
$62,969,500,000 |
+$4,021,205,683 |
-$3,952,544,650 |
+$68,661,033 |
AGG, VOO, IEFA, MSFT, AAPL
|
13F-HR |
21 Apr 2020, 15:36 |
| Q4 2019 |
3,545 |
$78,764,715,000 |
+$5,460,763,379 |
-$3,026,096,928 |
+$2,434,666,451 |
VOO, AGG, IEFA, MSFT, AAPL
|
13F-HR |
12 Feb 2020, 12:21 |
| Q3 2019 |
3,484 |
$71,707,927,000 |
+$4,605,350,555 |
-$2,904,423,645 |
+$1,700,926,910 |
VOO, AGG, IEFA, USMV, MSFT
|
13F-HR |
07 Nov 2019, 09:58 |
| Q2 2019 |
3,500 |
$69,366,143,000 |
+$4,198,906,505 |
-$2,480,748,675 |
+$1,718,157,830 |
VOO, AGG, IEFA, USMV, MSFT
|
13F-HR |
06 Aug 2019, 10:35 |
| Q1 2019 |
3,481 |
$65,829,423,000 |
+$5,273,262,063 |
-$3,450,209,016 |
+$1,823,053,047 |
VOO, AGG, IEFA, USMV, MSFT
|
13F-HR |
06 May 2019, 17:13 |
| Q4 2018 |
3,423 |
$57,398,561,000 |
+$4,474,486,203 |
-$3,350,681,970 |
+$1,123,804,233 |
VOO, AGG, IEFA, MSFT, SPY
|
13F-HR |
11 Feb 2019, 16:39 |
| Q3 2018 |
3,494 |
$64,679,562,000 |
+$4,114,631,049 |
-$1,772,500,650 |
+$2,342,130,399 |
VOO, IEFA, AGG, AAPL, MSFT
|
13F-HR |
14 Nov 2018, 15:15 |
| Q2 2018 |
3,456 |
$59,434,595,000 |
+$5,910,910,224 |
-$3,146,989,433 |
+$2,763,920,791 |
VOO, IEFA, AGG, AAPL, MSFT
|
13F-HR |
13 Aug 2018, 18:42 |
| Q1 2018 |
3,347 |
$55,735,637,000 |
+$4,401,489,148 |
-$2,104,605,013 |
+$2,296,884,135 |
VOO, IEFA, AGG, AAPL, MSFT
|
13F-HR |
14 May 2018, 14:23 |
| Q4 2017 |
3,282 |
$54,405,884,000 |
+$4,365,342,009 |
-$2,091,686,451 |
+$2,273,655,558 |
VOO, IEFA, AGG, AAPL, MSFT
|
13F-HR |
14 Feb 2018, 18:14 |
| Q3 2017 |
3,254 |
$49,921,934,000 |
+$3,567,989,299 |
-$1,491,851,860 |
+$2,076,137,439 |
VOO, AGG, IEFA, AAPL, MSFT
|
13F-HR |
13 Nov 2017, 10:53 |
| Q2 2017 |
3,181 |
$46,249,008,000 |
+$3,920,251,418 |
-$1,605,499,419 |
+$2,314,751,999 |
VOO, AGG, IEFA, AAPL, MSFT
|
13F-HR |
14 Aug 2017, 13:19 |
| Q1 2017 |
3,131 |
$43,049,057,000 |
+$6,330,581,426 |
-$4,109,967,870 |
+$2,220,613,556 |
VOO, AGG, IEFA, AAPL, MSFT
|
13F-HR |
15 May 2017, 15:44 |
| Q4 2016 |
3,081 |
$39,149,540,000 |
+$4,015,432,522 |
-$2,073,942,959 |
+$1,941,489,563 |
AGG, IWD, IWF, EFA, VOO
|
13F-HR |
14 Feb 2017, 10:00 |
| Q3 2016 |
3,068 |
$36,652,122,000 |
+$5,349,644,956 |
-$1,383,747,541 |
+$3,965,897,415 |
AGG, IWF, IWD, EFA, VOO
|
13F-HR |
14 Nov 2016, 14:53 |
| Q2 2016 |
2,895 |
$31,932,415,000 |
+$3,027,051,403 |
-$1,330,034,369 |
+$1,697,017,034 |
AGG, IWD, IWF, EFA, VOO
|
13F-HR |
11 Aug 2016, 15:33 |
| Q1 2016 |
2,820 |
$29,549,936,000 |
+$3,626,124,792 |
-$2,361,276,339 |
+$1,264,848,453 |
AGG, IWF, IWD, EFA, AAPL
|
13F-HR |
12 May 2016, 16:40 |
| Q4 2015 |
2,319 |
$27,931,637,000 |
+$4,032,555,268 |
-$1,482,909,497 |
+$2,549,645,771 |
AGG, IWF, IWD, EFA, SPY
|
13F-HR |
16 Feb 2016, 16:29 |
| Q3 2015 |
2,253 |
$24,504,717,000 |
+$2,548,854,983 |
-$1,851,590,328 |
+$697,264,655 |
AGG, IWF, IWD, EFA, AAPL
|
13F-HR |
13 Nov 2015, 16:17 |
| Q2 2015 |
2,369 |
$26,044,859,000 |
+$4,549,376,259 |
-$887,304,076 |
+$3,662,072,183 |
IWF, IWD, AGG, EFA, AAPL
|
13F-HR |
13 Aug 2015, 16:34 |
| Q1 2015 |
2,316 |
$22,774,303,000 |
+$3,140,809,633 |
-$996,084,767 |
+$2,144,724,866 |
IWF, IWD, AGG, EFA, AAPL
|
13F-HR |
28 Apr 2015, 13:44 |
| Q4 2014 |
2,210 |
$20,467,083,000 |
+$3,683,532,815 |
-$886,868,358 |
+$2,796,664,457 |
IWF, IWD, EFA, AGG, AAPL
|
13F-HR |
11 Feb 2015, 14:26 |
| Q3 2014 |
2,146 |
$17,393,885,000 |
+$2,304,456,791 |
-$783,117,779 |
+$1,521,339,012 |
IWF, IWD, EFA, AGG, AAPL
|
13F-HR |
14 Nov 2014, 12:04 |
| Q2 2014 |
2,154 |
$16,212,849,000 |
+$1,923,841,173 |
-$695,347,748 |
+$1,228,493,425 |
IWF, IWD, EFA, AGG, AAPL
|
13F-HR |
13 Aug 2014, 12:24 |
| Q1 2014 |
2,061 |
$14,582,340,000 |
+$1,808,435,243 |
-$737,219,099 |
+$1,071,216,144 |
IWF, IWD, EFA, AGG, MDY
|
13F-HR |
13 May 2014, 11:01 |
| Q4 2013 |
1,949 |
$13,337,155,000 |
$0 |
$0 |
$0 |
IWF, IWD, EFA, AGG, AAPL
|
13F-HR |
13 Feb 2014, 13:38 |