Q3 2024 |
3,937 |
$164B |
+$10.5B |
-$5.88B |
+$4.58B |
VOO, AGG, MSFT, AAPL, NVDA
|
13F-HR |
10/18/2024, 11:26 AM |
Q2 2024 |
3,903 |
$152B |
+$9.45B |
-$3.44B |
+$6B |
VOO, AGG, MSFT, AAPL, NVDA
|
13F-HR |
7/19/2024, 01:19 PM |
Q1 2024 |
3,867 |
$147B |
+$8.35B |
-$4.27B |
+$4.08B |
VOO, AGG, MSFT, AAPL, AMZN
|
13F-HR |
4/22/2024, 11:03 AM |
Q4 2023 |
3,770 |
$134B |
+$5.99B |
-$3.28B |
+$2.71B |
VOO, AGG, MSFT, AAPL, IEFA
|
13F-HR |
1/16/2024, 01:42 PM |
Q3 2023 |
3,747 |
$119B |
+$4.81B |
-$2.47B |
+$2.34B |
VOO, AGG, MSFT, AAPL, IEFA
|
13F-HR |
10/24/2023, 10:17 AM |
Q2 2023 |
3,768 |
$121B |
+$4.43B |
-$4.2B |
+$234M |
VOO, AGG, AAPL, MSFT, IEFA
|
13F-HR |
7/25/2023, 02:41 PM |
Q1 2023 |
3,811 |
$115B |
+$5.55B |
-$4.17B |
+$1.38B |
VOO, AGG, AAPL, MSFT, IEFA
|
13F-HR |
4/14/2023, 03:18 PM |
Q4 2022 |
3,776 |
$109B |
+$5.34B |
-$3.28B |
+$2.06B |
VOO, AGG, MSFT, AAPL, USMV
|
13F-HR |
2/8/2023, 05:01 PM |
Q3 2022 |
3,788 |
$98.8B |
+$7.14B |
-$3.19B |
+$3.95B |
VOO, AGG, AAPL, MSFT, USMV
|
13F-HR |
10/25/2022, 10:30 AM |
Q2 2022 |
3,847 |
$102B |
+$6.53B |
-$4.63B |
+$1.9B |
VOO, AGG, MSFT, AAPL, USMV
|
13F-HR |
8/12/2022, 11:32 AM |
Q1 2022 |
3,933 |
$118B |
+$6.16B |
-$5.25B |
+$907M |
VOO, AGG, AAPL, MSFT, USMV
|
13F-HR |
5/11/2022, 11:03 AM |
Q4 2021 |
3,962 |
$124B |
+$6.35B |
-$2.14B |
+$4.2B |
VOO, AGG, AAPL, MSFT, USMV
|
13F-HR |
2/8/2022, 02:46 PM |
Q3 2021 |
3,930 |
$111B |
+$6.11B |
-$2.98B |
+$3.13B |
VOO, AGG, MSFT, AAPL, IEFA
|
13F-HR |
11/2/2021, 02:16 PM |
Q2 2021 |
3,898 |
$110B |
+$7.34B |
-$2.57B |
+$4.77B |
VOO, AGG, MSFT, AAPL, IEFA
|
13F-HR |
8/11/2021, 11:42 AM |
Q1 2021 |
3,821 |
$99.1B |
+$7.69B |
-$4.39B |
+$3.29B |
VOO, AGG, AAPL, MSFT, IEFA
|
13F-HR |
5/14/2021, 10:28 AM |
Q4 2020 |
3,612 |
$91.1B |
+$5.37B |
-$2.83B |
+$2.54B |
VOO, AGG, AAPL, MSFT, IEFA
|
13F-HR |
2/12/2021, 02:18 PM |
Q3 2020 |
3,459 |
$80B |
+$4.98B |
-$2.89B |
+$2.1B |
VOO, AGG, AAPL, MSFT, IEFA
|
13F-HR |
11/4/2020, 09:46 AM |
Q2 2020 |
3,390 |
$74.6B |
+$5.47B |
-$4.52B |
+$952M |
VOO, AGG, MSFT, AAPL, IEFA
|
13F-HR |
7/28/2020, 11:58 AM |
Q1 2020 |
3,392 |
$63B |
+$4.02B |
-$3.95B |
+$68.7M |
AGG, VOO, IEFA, MSFT, AAPL
|
13F-HR |
4/21/2020, 03:36 PM |
Q4 2019 |
3,545 |
$78.8B |
+$5.46B |
-$3.03B |
+$2.43B |
VOO, AGG, IEFA, MSFT, AAPL
|
13F-HR |
2/12/2020, 12:21 PM |
Q3 2019 |
3,484 |
$71.7B |
+$4.61B |
-$2.9B |
+$1.7B |
VOO, AGG, IEFA, USMV, MSFT
|
13F-HR |
11/7/2019, 09:58 AM |
Q2 2019 |
3,500 |
$69.4B |
+$4.2B |
-$2.48B |
+$1.72B |
VOO, AGG, IEFA, USMV, MSFT
|
13F-HR |
8/6/2019, 10:35 AM |
Q1 2019 |
3,481 |
$65.8B |
+$5.27B |
-$3.45B |
+$1.82B |
VOO, AGG, IEFA, USMV, MSFT
|
13F-HR |
5/6/2019, 05:13 PM |
Q4 2018 |
3,423 |
$57.4B |
+$4.47B |
-$3.35B |
+$1.12B |
VOO, AGG, IEFA, MSFT, SPY
|
13F-HR |
2/11/2019, 04:39 PM |
Q3 2018 |
3,494 |
$64.7B |
+$4.11B |
-$1.77B |
+$2.34B |
VOO, IEFA, AGG, AAPL, MSFT
|
13F-HR |
11/14/2018, 03:15 PM |
Q2 2018 |
3,456 |
$59.4B |
+$5.91B |
-$3.15B |
+$2.76B |
VOO, IEFA, AGG, AAPL, MSFT
|
13F-HR |
8/13/2018, 06:42 PM |
Q1 2018 |
3,347 |
$55.7B |
+$4.4B |
-$2.1B |
+$2.3B |
VOO, IEFA, AGG, AAPL, MSFT
|
13F-HR |
5/14/2018, 02:23 PM |
Q4 2017 |
3,282 |
$54.4B |
+$4.37B |
-$2.09B |
+$2.27B |
VOO, IEFA, AGG, AAPL, MSFT
|
13F-HR |
2/14/2018, 06:14 PM |
Q3 2017 |
3,254 |
$49.9B |
+$3.57B |
-$1.49B |
+$2.08B |
VOO, AGG, IEFA, AAPL, MSFT
|
13F-HR |
11/13/2017, 10:53 AM |
Q2 2017 |
3,181 |
$46.2B |
+$3.92B |
-$1.61B |
+$2.31B |
VOO, AGG, IEFA, AAPL, MSFT
|
13F-HR |
8/14/2017, 01:19 PM |
Q1 2017 |
3,131 |
$43B |
+$6.33B |
-$4.11B |
+$2.22B |
VOO, AGG, IEFA, AAPL, MSFT
|
13F-HR |
5/15/2017, 03:44 PM |
Q4 2016 |
3,081 |
$39.1B |
+$4.02B |
-$2.07B |
+$1.94B |
AGG, IWD, IWF, EFA, VOO
|
13F-HR |
2/14/2017, 10:00 AM |
Q3 2016 |
3,068 |
$36.7B |
+$5.35B |
-$1.38B |
+$3.97B |
AGG, IWF, IWD, EFA, VOO
|
13F-HR |
11/14/2016, 02:53 PM |
Q2 2016 |
2,895 |
$31.9B |
+$3.03B |
-$1.33B |
+$1.7B |
AGG, IWD, IWF, EFA, VOO
|
13F-HR |
8/11/2016, 03:33 PM |
Q1 2016 |
2,820 |
$29.5B |
+$3.63B |
-$2.36B |
+$1.26B |
AGG, IWF, IWD, EFA, AAPL
|
13F-HR |
5/12/2016, 04:40 PM |
Q4 2015 |
2,319 |
$27.9B |
+$4.03B |
-$1.48B |
+$2.55B |
AGG, IWF, IWD, EFA, SPY
|
13F-HR |
2/16/2016, 04:29 PM |
Q3 2015 |
2,253 |
$24.5B |
+$2.55B |
-$1.85B |
+$697M |
AGG, IWF, IWD, EFA, AAPL
|
13F-HR |
11/13/2015, 04:17 PM |
Q2 2015 |
2,369 |
$26B |
+$4.55B |
-$887M |
+$3.66B |
IWF, IWD, AGG, EFA, AAPL
|
13F-HR |
8/13/2015, 04:34 PM |
Q1 2015 |
2,316 |
$22.8B |
+$3.14B |
-$996M |
+$2.14B |
IWF, IWD, AGG, EFA, AAPL
|
13F-HR |
4/28/2015, 01:44 PM |
Q4 2014 |
2,210 |
$20.5B |
+$3.68B |
-$887M |
+$2.8B |
IWF, IWD, EFA, AGG, AAPL
|
13F-HR |
2/11/2015, 02:26 PM |
Q3 2014 |
2,146 |
$17.4B |
+$2.3B |
-$783M |
+$1.52B |
IWF, IWD, EFA, AGG, AAPL
|
13F-HR |
11/14/2014, 12:04 PM |
Q2 2014 |
2,154 |
$16.2B |
+$1.92B |
-$695M |
+$1.23B |
IWF, IWD, EFA, AGG, AAPL
|
13F-HR |
8/13/2014, 12:24 PM |
Q1 2014 |
2,061 |
$14.6B |
+$1.81B |
-$737M |
+$1.07B |
IWF, IWD, EFA, AGG, MDY
|
13F-HR |
5/13/2014, 11:01 AM |
Q4 2013 |
1,949 |
$13.3B |
$0 |
$0 |
|
IWF, IWD, EFA, AGG, AAPL
|
13F-HR |
2/13/2014, 01:38 PM |