Q3 2024 |
187 |
$1.65B |
+$131M |
-$74.7M |
+$56.2M |
IVV, VCIT, FIBK, IJH, HEFA
|
13F-HR |
10/29/2024, 09:46 AM |
Q2 2024 |
169 |
$1.51B |
+$84.9M |
-$26.7M |
+$58.2M |
IVV, VCIT, FIBK, VGIT, HEFA
|
13F-HR |
8/7/2024, 01:30 PM |
Q1 2024 |
170 |
$1.44B |
+$196M |
-$76.8M |
+$119M |
IVV, VCIT, VGIT, FIBK, IJH
|
13F-HR |
5/1/2024, 10:57 AM |
Q4 2023 |
159 |
$1.35B |
+$156M |
-$93.6M |
+$62.3M |
IVV, FIBK, VCIT, VGIT, IJH
|
13F-HR |
1/30/2024, 05:00 PM |
Q3 2023 |
168 |
$1.16B |
+$19.8M |
-$37.2M |
-$17.4M |
FIBK, VGIT, VCIT, IVV, IJH
|
13F-HR |
10/31/2023, 10:58 AM |
Q2 2023 |
167 |
$1.21B |
+$46.9M |
-$155M |
-$108M |
VGIT, FIBK, VCIT, IVV, IJH
|
13F-HR |
8/1/2023, 11:17 AM |
Q1 2023 |
178 |
$1.31B |
+$77.5M |
-$132M |
-$54.9M |
FIBK, VGIT, VCIT, IVV, IJR
|
13F-HR |
5/2/2023, 04:19 PM |
Q4 2022 |
188 |
$1.35B |
+$173M |
-$114M |
+$58.8M |
FIBK, VGIT, VCIT, IJR, VCSH
|
13F-HR |
1/30/2023, 04:03 PM |
Q3 2022 |
177 |
$1.24B |
+$96.4M |
-$119M |
-$22.1M |
FIBK, VCIT, VGIT, VCSH, IJR
|
13F-HR |
10/25/2022, 04:57 PM |
Q2 2022 |
168 |
$1.32B |
+$437M |
-$36.7M |
+$400M |
FIBK, VCIT, VCSH, IJR, FXI
|
13F-HR |
8/11/2022, 05:42 PM |
Q1 2022 |
118 |
$1.07B |
+$183M |
-$87.1M |
+$95.4M |
VCIT, IJR, VCSH, IVV, QQQ
|
13F-HR |
5/6/2022, 02:56 PM |
Q4 2021 |
112 |
$1.03B |
+$102M |
-$90M |
+$11.5M |
VCIT, VCSH, IJR, IVV, PFF
|
13F-HR |
1/28/2022, 11:30 AM |
Q3 2021 |
110 |
$975M |
+$67.8M |
-$25.5M |
+$42.3M |
VCIT, VCSH, PFF, IVV, MCHI
|
13F-HR |
11/1/2021, 03:20 PM |
Q2 2021 |
111 |
$951M |
+$252M |
-$127M |
+$126M |
VCIT, VCSH, IVV, PFF, IJR
|
13F-HR |
7/29/2021, 11:39 AM |
Q4 2020 |
105 |
$751M |
+$28.6M |
-$14.6M |
+$14M |
VCIT, IVV, IJR, PFF, IJH
|
13F-HR |
2/3/2021, 12:15 PM |
Q3 2020 |
105 |
$666M |
+$69.2M |
-$154M |
-$84.7M |
VCIT, IVV, PFF, IJR, IJH
|
13F-HR |
11/9/2020, 04:20 PM |
Q2 2020 |
160 |
$723M |
+$276M |
-$31.9M |
+$244M |
VCIT, IVV, IJR, IJH, XLK
|
13F-HR |
8/5/2020, 12:46 PM |
Q1 2020 |
158 |
$400M |
+$82.2M |
-$52.2M |
+$30M |
IVV, IJH, XLK, SPY, XLV
|
13F-HR |
5/11/2020, 03:48 PM |
Q4 2019 |
542 |
$448M |
+$13.5M |
-$36M |
-$22.5M |
SPY, XLK, XLV, AAPL, MSFT
|
13F-HR |
2/6/2020, 04:26 PM |
Q3 2019 |
604 |
$432M |
+$14.4M |
-$36.5M |
-$22.1M |
SPY, XLK, AAPL, MSFT, XLV
|
13F-HR |
10/30/2019, 03:58 PM |
Q2 2019 |
634 |
$451M |
+$21.4M |
-$36.8M |
-$15.4M |
SPY, XLK, MSFT, XLV, AAPL
|
13F-HR |
8/5/2019, 11:08 AM |
Q1 2019 |
667 |
$448M |
+$23.2M |
-$29.2M |
-$5.96M |
SPY, XLV, AAPL, XLK, MSFT
|
13F-HR |
5/2/2019, 02:32 PM |
Q4 2018 |
623 |
$404M |
+$30.7M |
-$31.9M |
-$1.2M |
SPY, XLV, AAPL, MSFT, JPM
|
13F-HR |
1/30/2019, 06:05 PM |
Q3 2018 |
637 |
$474M |
+$22.2M |
-$33.6M |
-$11.3M |
AAPL, SPY, MSFT, JPM, XLK
|
13F-HR |
11/7/2018, 04:41 PM |
Q2 2018 |
662 |
$452M |
+$30.2M |
-$31.3M |
-$1.14M |
SPY, AAPL, JPM, MSFT, C
|
13F-HR |
7/26/2018, 05:36 PM |
Q1 2018 |
681 |
$443M |
+$32.5M |
-$46M |
-$13.5M |
AAPL, SPY, JPM, C, CSCO
|
13F-HR |
4/25/2018, 05:36 PM |
Q4 2017 |
698 |
$471M |
+$14.2M |
-$31.7M |
-$17.5M |
AAPL, JPM, C, SPY, DIS
|
13F-HR |
2/13/2018, 12:20 PM |
Q3 2017 |
690 |
$465M |
+$43.8M |
-$77.5M |
-$33.8M |
AAPL, XOM, JPM, CELG, C
|
13F-HR |
11/8/2017, 04:51 PM |
Q2 2017 |
680 |
$483M |
+$21M |
-$28.2M |
-$7.13M |
XOM, FFG, AAPL, JPM, CELG
|
13F-HR |
8/7/2017, 01:03 PM |
Q1 2017 |
675 |
$484M |
+$13.9M |
-$50.2M |
-$36.3M |
FFG, AAPL, JPM, XOM, DIS
|
13F-HR |
5/11/2017, 10:09 AM |
Q4 2016 |
733 |
$508M |
+$61.2M |
-$69.9M |
-$8.67M |
FFG, JPM, AAPL, C, XOM
|
13F-HR |
1/31/2017, 11:22 AM |
Q3 2016 |
759 |
$488M |
+$11.4M |
-$21.4M |
-$10.1M |
FFG, AAPL, JPM, XOM, C
|
13F-HR |
11/10/2016, 02:22 PM |
Q2 2016 |
733 |
$480M |
+$20.8M |
-$22.5M |
-$1.75M |
FFG, AAPL, XOM, JPM, C
|
13F-HR |
8/9/2016, 12:30 PM |
Q1 2016 |
748 |
$477M |
+$17.6M |
-$20.4M |
-$2.76M |
FFG, AAPL, UNH, XOM, JPM
|
13F-HR |
5/11/2016, 10:36 AM |
Q4 2015 |
784 |
$482M |
+$33M |
-$35.4M |
-$2.37M |
FFG, XOM, AAPL, JPM, C
|
13F-HR |
2/2/2016, 05:07 PM |
Q3 2015 |
803 |
$469M |
+$156M |
-$309M |
-$152M |
FFG, AAPL, XOM, C, JPM
|
13F-HR |
11/10/2015, 01:54 PM |
Q2 2015 |
116 |
$656M |
+$24M |
-$16.4M |
+$7.57M |
AAPL, SWKS, JPM, UNH, C
|
13F-HR |
7/14/2015, 10:39 AM |
Q1 2015 |
119 |
$645M |
+$67.8M |
-$39.4M |
+$28.5M |
SWKS, AAPL, XOM, UNH, C
|
13F-HR |
4/13/2015, 10:44 AM |
Q4 2014 |
114 |
$607M |
+$134M |
-$4.22M |
+$130M |
AAPL, XOM, SWKS, JPM, UNH
|
13F-HR |
1/9/2015, 04:38 PM |
Q3 2014 |
102 |
$467M |
+$16.3M |
-$35.2M |
-$18.9M |
AAPL, XOM, JPM, SWKS, GE
|
13F-HR |
10/7/2014, 11:35 AM |
Q2 2014 |
107 |
$486M |
+$54.7M |
-$23.3M |
+$31.3M |
AAPL, JPM, SWKS, SLB, MSFT
|
13F-HR |
7/14/2014, 10:34 AM |
Q1 2014 |
96 |
$455M |
+$57.5M |
-$14.5M |
+$43M |
JPM, AAPL, MSFT, GE, RHHBY
|
13F-HR |
4/11/2014, 02:57 PM |
Q4 2013 |
97 |
$410M |
$0 |
$0 |
|
AAPL, JPM, GE, MSFT, XOM
|
13F-HR |
1/10/2014, 11:13 AM |