Q4 2018 |
748 |
$458M |
+$121M |
-$9.76M |
+$112M |
SPY, IEFA, MMM, IJH, AAPL
|
13F-HR |
2/11/2019, 05:19 PM |
Q3 2018 |
262 |
$399M |
+$40.7M |
-$24.8M |
+$15.8M |
SPY, IEFA, AAPL, VCSH, JPM
|
13F-HR |
10/9/2018, 10:34 AM |
Q2 2018 |
260 |
$363M |
+$84.5M |
-$67.7M |
+$16.8M |
SPY, IEFA, AAPL, IJH, MMM
|
13F-HR |
7/11/2018, 12:36 PM |
Q1 2018 |
238 |
$346M |
+$11.2M |
-$31.3M |
-$20.1M |
SPY, IEFA, AGG, MMM, IJH
|
13F-HR |
4/6/2018, 10:32 AM |
Q4 2017 |
246 |
$372M |
+$14.6M |
-$22.7M |
-$8.03M |
SPY, IEFA, AGG, MMM, IJH
|
13F-HR |
1/12/2018, 05:12 PM |
Q3 2017 |
245 |
$359M |
+$16.2M |
-$24.2M |
-$8.01M |
SPY, IEFA, AGG, MMM, IJH
|
13F-HR |
10/27/2017, 05:04 PM |
Q2 2017 |
248 |
$352M |
+$10.6M |
-$38.6M |
-$28.1M |
SPY, IEFA, AGG, IJH, MMM
|
13F-HR |
7/7/2017, 05:23 PM |
Q1 2017 |
259 |
$369M |
+$26.1M |
-$37.6M |
-$11.5M |
SPY, IEFA, AGG, IJH, AAPL
|
13F-HR |
4/12/2017, 11:21 AM |
Q4 2016 |
274 |
$365M |
+$25.6M |
-$45.4M |
-$19.8M |
SPY, AGG, IEFA, IJH, AAPL
|
13F-HR |
1/13/2017, 02:21 PM |
Q3 2016 |
271 |
$368M |
+$50.3M |
-$53.4M |
-$3.16M |
SPY, AGG, IEFA, AAPL, MMM
|
13F-HR |
10/6/2016, 02:31 PM |
Q2 2016 |
251 |
$360M |
+$33M |
-$23.6M |
+$9.41M |
SPY, AGG, IEFA, MMM, HON
|
13F-HR |
7/20/2016, 05:20 PM |
Q1 2016 |
255 |
$347M |
+$24.8M |
-$13M |
+$11.8M |
SPY, AGG, AAPL, MMM, IEFA
|
13F-HR |
4/14/2016, 05:24 PM |
Q4 2015 |
237 |
$334M |
+$49M |
-$29.7M |
+$19.3M |
SPY, AGG, AAPL, MMM, JPM
|
13F-HR |
1/27/2016, 01:42 PM |
Q3 2015 |
230 |
$305M |
+$32.6M |
-$35.2M |
-$2.57M |
SPY, AAPL, MMM, AGG, TGT
|
13F-HR |
10/26/2015, 09:44 AM |
Q2 2015 |
248 |
$334M |
+$52.4M |
-$31M |
+$21.4M |
AAPL, SPY, MMM, JPM, CELG
|
13F-HR |
7/10/2015, 09:47 AM |
Q1 2015 |
230 |
$314M |
+$22.1M |
-$20M |
+$2.19M |
AAPL, MMM, TGT, CELG, APD
|
13F-HR |
4/20/2015, 04:05 PM |
Q4 2014 |
211 |
$312M |
+$17M |
-$10M |
+$6.93M |
AAPL, MMM, CELG, TGT, CMCSA
|
13F-HR |
1/16/2015, 01:23 PM |
Q3 2014 |
210 |
$295M |
+$27.6M |
-$14.8M |
+$12.8M |
AAPL, MMM, CELG, CMCSA, PEP
|
13F-HR |
10/9/2014, 01:48 PM |
Q2 2014 |
209 |
$285M |
+$32.9M |
-$16.6M |
+$16.3M |
AAPL, SLB, STJ, CMCSA, CELG
|
13F-HR |
8/12/2014, 02:06 PM |
Q1 2014 |
202 |
$271M |
+$22.8M |
-$15.1M |
+$7.69M |
AAPL, MMM, GOOGL, STJ, CMCSA
|
13F-HR |
4/8/2014, 12:22 PM |
Q4 2013 |
200 |
$265M |
$0 |
$0 |
|
AAPL, MMM, GOOGL, VOD, STJ
|
13F-HR |
1/13/2014, 12:22 PM |