Q3 2024 |
462 |
$4.41B |
+$272M |
-$1.36B |
-$1.08B |
IEFA, IWX, IWS, MUB, FCNCA
|
13F-HR |
10/17/2024, 01:12 PM |
Q2 2024 |
443 |
$5.17B |
+$194M |
-$119M |
+$75.4M |
AGG, IWX, IEFA, IWS, MUB
|
13F-HR |
7/19/2024, 11:52 AM |
Q1 2024 |
431 |
$5.16B |
+$917M |
-$1.6B |
-$681M |
AGG, IWX, IEFA, IWS, MUB
|
13F-HR |
4/15/2024, 11:07 AM |
Q4 2023 |
358 |
$5.51B |
+$454M |
-$557M |
-$103M |
IWY, AGG, IEFA, IWX, MUB
|
13F-HR |
1/22/2024, 04:09 PM |
Q3 2023 |
348 |
$5.13B |
+$367M |
-$483M |
-$116M |
AGG, IWY, IWX, MUB, IEFA
|
13F-HR |
10/30/2023, 05:00 PM |
Q2 2023 |
350 |
$5.44B |
+$708M |
-$519M |
+$190M |
IWY, AGG, IWX, MUB, IEFA
|
13F-HR |
8/15/2023, 10:41 AM |
Q1 2023 |
326 |
$5.01B |
+$2.22B |
-$713M |
+$1.51B |
IWY, AGG, IWX, JVAL, MUB
|
13F-HR |
5/11/2023, 11:57 AM |
Q4 2022 |
318 |
$3.3B |
+$190M |
-$159M |
+$30.5M |
IWY, USMV, IWS, IWX, IWP
|
13F-HR |
1/24/2023, 04:10 PM |
Q3 2022 |
307 |
$3.05B |
+$787M |
-$424M |
+$363M |
IWY, IWS, USMV, IWX, IWP
|
13F-HR |
10/20/2022, 04:08 PM |
Q2 2022 |
402 |
$2.83B |
+$788M |
-$114M |
+$674M |
IWY, IWX, IWS, IWP, IWL
|
13F-HR |
7/26/2022, 02:08 PM |
Q1 2022 |
435 |
$2.57B |
+$269M |
-$110M |
+$159M |
IWY, IWX, IWL, VTWO, FCNCA
|
13F-HR |
4/26/2022, 05:16 PM |
Q4 2021 |
444 |
$2.56B |
+$348M |
-$64.6M |
+$284M |
IWY, IWX, IWL, FCNCA, VTWO
|
13F-HR |
3/11/2022, 11:35 AM |
Q3 2021 |
444 |
$2.09B |
+$70.5M |
-$74.2M |
-$3.74M |
IWY, IWX, IWL, FCNCA, VTWO
|
13F-HR |
10/15/2021, 11:26 AM |
Q2 2021 |
409 |
$2.11B |
+$90.5M |
-$225M |
-$135M |
IWY, IWX, IWL, FCNCA, VTWO
|
13F-HR |
7/14/2021, 10:04 AM |
Q1 2021 |
392 |
$2.12B |
+$97.8M |
-$84M |
+$13.9M |
IWY, IWX, IWL, FCNCA, IEFA
|
13F-HR |
4/14/2021, 10:29 AM |
Q4 2020 |
370 |
$1.96B |
+$433M |
-$90.1M |
+$343M |
IWY, IWX, IWL, FCNCA, IEFA
|
13F-HR |
1/13/2021, 09:23 AM |
Q3 2020 |
380 |
$1.42B |
+$312M |
-$140M |
+$172M |
IWY, IWX, IWL, IEFA, AAPL
|
13F-HR |
10/15/2020, 02:19 PM |
Q2 2020 |
396 |
$1.2B |
+$346M |
-$123M |
+$223M |
IWY, IWX, FCNCA, IEFA, IWL
|
13F-HR |
7/15/2020, 10:35 AM |
Q1 2020 |
326 |
$827M |
+$173M |
-$164M |
+$9M |
IEFA, FCNCA, MSFT, AAPL, IJR
|
13F-HR |
4/17/2020, 09:43 AM |
Q4 2019 |
374 |
$1.04B |
+$231M |
-$88.2M |
+$143M |
FCNCA, ACWI, IWP, AAPL, IWS
|
Restatement |
1/15/2020, 04:19 PM |
Q3 2019 |
374 |
$830M |
+$64.3M |
-$161M |
-$97.1M |
FCNCA, AAPL, MSFT, IJR, BRKA
|
13F-HR |
10/17/2019, 05:32 PM |
Q2 2019 |
429 |
$917M |
+$53.9M |
-$66M |
-$12.1M |
IJH, FCNCA, AAPL, MSFT, BRKA
|
Restatement |
7/11/2019, 05:07 PM |
Q1 2019 |
417 |
$897M |
+$88.1M |
-$108M |
-$20M |
IJH, FCNCA, AAPL, IJR, BRKA
|
13F-HR |
4/12/2019, 11:07 AM |
Q4 2018 |
401 |
$822M |
+$148M |
-$106M |
+$42.1M |
IJH, FCNCA, BRKA, AAPL, IJR
|
13F-HR |
1/15/2019, 10:57 AM |
Q3 2018 |
413 |
$900M |
+$113M |
-$77.8M |
+$35.1M |
IJH, FCNCA, AAPL, IJR, BRKA
|
13F-HR |
10/18/2018, 02:33 PM |
Q2 2018 |
442 |
$814M |
+$145M |
-$77.1M |
+$67.6M |
IJH, IJR, AAPL, BRKA, MSFT
|
13F-HR |
7/11/2018, 01:51 PM |
Q1 2018 |
421 |
$736M |
+$86.9M |
-$85.6M |
+$1.28M |
IJH, IJR, AAPL, JPM, MSFT
|
13F-HR |
4/11/2018, 02:17 PM |
Q4 2017 |
401 |
$744M |
+$63.5M |
-$135M |
-$71.5M |
IJH, SPY, IJR, AAPL, JPM
|
13F-HR |
1/10/2018, 02:41 PM |
Q3 2017 |
424 |
$768M |
+$80M |
-$117M |
-$37M |
IJH, SPY, AAPL, IJR, JPM
|
13F-HR |
10/12/2017, 09:39 AM |
Q2 2017 |
443 |
$778M |
+$87.4M |
-$153M |
-$65.3M |
IJH, SPY, AAPL, JPM, IJR
|
13F-HR |
7/24/2017, 10:14 AM |
Q1 2017 |
492 |
$825M |
+$235M |
-$347M |
-$112M |
IJH, AAPL, SPY, JPM, IJR
|
13F-HR |
4/25/2017, 01:42 PM |
Q4 2016 |
448 |
$913M |
+$81.2M |
-$316M |
-$235M |
SPY, IJH, JPM, XOM, MSFT
|
13F-HR |
2/6/2017, 02:06 PM |
Q3 2016 |
468 |
$1.1B |
+$219M |
-$271M |
-$51.3M |
SPY, XOM, MSFT, JPM, JNJ
|
13F-HR |
10/28/2016, 11:58 AM |
Q2 2016 |
462 |
$1.12B |
+$164M |
-$251M |
-$87.3M |
SPY, XOM, JPM, MSFT, T
|
13F-HR |
7/28/2016, 02:53 PM |
Q1 2016 |
420 |
$1.2B |
+$185M |
-$345M |
-$159M |
SPY, MSFT, AAPL, JPM, CSCO
|
13F-HR |
4/19/2016, 04:33 PM |
Q4 2015 |
368 |
$1.37B |
+$170M |
-$219M |
-$48.4M |
SPY, AAPL, JPM, MSFT, PFE
|
13F-HR |
2/3/2016, 03:52 PM |
Q3 2015 |
387 |
$1.35B |
+$227M |
-$227M |
+$383K |
SPY, AAPL, JPM, PFE, CSCO
|
Restatement |
11/3/2015, 02:53 PM |
Q2 2015 |
408 |
$1.44B |
+$217M |
-$198M |
+$19.2M |
SPY, AAPL, JPM, XOM, WFC
|
13F-HR |
7/29/2015, 03:32 PM |
Q1 2015 |
386 |
$1.45B |
+$302M |
-$175M |
+$127M |
SPY, AAPL, XOM, KR, WFC
|
13F-HR |
5/13/2015, 09:02 PM |
Q4 2014 |
325 |
$1.3B |
+$175M |
-$151M |
+$23.3M |
SPY, KR, MSFT, WFC, AAPL
|
13F-HR |
1/27/2015, 03:45 PM |
Q3 2014 |
319 |
$1.22B |
+$154M |
-$118M |
+$35.9M |
SPY, MSFT, NOC, WFC, XOM
|
13F-HR |
10/8/2014, 01:21 PM |
Q2 2014 |
338 |
$1.17B |
+$164M |
-$114M |
+$50.2M |
SPY, MSFT, WFC, T, AAPL
|
13F-HR |
8/5/2014, 03:26 PM |
Q1 2014 |
318 |
$1.11B |
+$137M |
-$159M |
-$21.7M |
SPY, WFC, MSFT, JNJ, NOC
|
13F-HR |
4/10/2014, 11:46 AM |
Q4 2013 |
325 |
$1.1B |
$0 |
$0 |
|
SPY, DJP, MSFT, WFC, KR
|
13F-HR |
2/13/2014, 02:43 PM |