Q3 2024 |
608 |
$5.41B |
+$353M |
-$332M |
+$20.5M |
IVV, IEFA, MSFT, AAPL, IJH
|
13F-HR |
11/8/2024, 10:18 AM |
Q2 2024 |
728 |
$5.33B |
+$866M |
-$242M |
+$624M |
IVV, IEFA, MSFT, AAPL, IJH
|
13F-HR |
8/14/2024, 03:03 PM |
Q1 2024 |
486 |
$4.7B |
+$461M |
-$173M |
+$288M |
IVV, IEFA, MSFT, IJH, AAPL
|
13F-HR |
5/3/2024, 09:39 AM |
Q4 2023 |
480 |
$4.24B |
+$441M |
-$185M |
+$256M |
IVV, IEFA, MSFT, AAPL, IJH
|
13F-HR |
1/30/2024, 02:46 PM |
Q3 2023 |
466 |
$3.61B |
+$206M |
-$131M |
+$75M |
IVV, IEFA, AAPL, MSFT, IJH
|
13F-HR |
11/6/2023, 01:54 PM |
Q2 2023 |
463 |
$3.67B |
+$535M |
-$99.8M |
+$435M |
IVV, IEFA, AAPL, MSFT, IJH
|
13F-HR |
8/14/2023, 03:57 PM |
Q1 2023 |
419 |
$3.07B |
+$321M |
-$119M |
+$202M |
IVV, AAPL, MSFT, IEFA, IJH
|
13F-HR |
4/27/2023, 04:03 PM |
Q4 2022 |
402 |
$2.75B |
+$153M |
-$166M |
-$13.1M |
IVV, AAPL, MSFT, IEFA, IJH
|
13F-HR |
1/31/2023, 11:21 AM |
Q3 2022 |
390 |
$2.57B |
+$269M |
-$221M |
+$47.7M |
IVV, AAPL, MSFT, IJH, IEFA
|
13F-HR |
11/7/2022, 11:52 AM |
Q2 2022 |
398 |
$2.72B |
+$226M |
-$138M |
+$87.2M |
IVV, AAPL, MSFT, IEFA, IJH
|
13F-HR |
8/8/2022, 03:53 PM |
Q1 2022 |
408 |
$3.13B |
+$202M |
-$118M |
+$83.3M |
IVV, AAPL, MSFT, IEFA, IJH
|
13F-HR |
4/28/2022, 12:29 PM |
Q4 2021 |
408 |
$3.26B |
+$157M |
-$97.1M |
+$59.7M |
IVV, AAPL, MSFT, IEFA, IJH
|
13F-HR |
2/15/2022, 12:00 PM |
Q3 2021 |
404 |
$2.95B |
+$162M |
-$110M |
+$51.3M |
IVV, AAPL, MSFT, IEFA, IJH
|
13F-HR |
10/26/2021, 11:14 AM |
Q2 2021 |
404 |
$2.9B |
+$548M |
-$90.9M |
+$457M |
IVV, AAPL, MSFT, IAU, IEFA
|
13F-HR |
8/11/2021, 10:35 AM |
Q1 2021 |
364 |
$2.28B |
+$182M |
-$160M |
+$21.8M |
IVV, AAPL, MSFT, IEFA, IJH
|
13F-HR |
5/14/2021, 11:10 AM |
Q4 2020 |
329 |
$2.13B |
+$197M |
-$111M |
+$85.2M |
IVV, AAPL, MSFT, IEFA, AMZN
|
13F-HR |
2/2/2021, 03:58 PM |
Q3 2020 |
296 |
$1.82B |
+$178M |
-$104M |
+$73.9M |
IVV, AAPL, MSFT, IEFA, AMZN
|
13F-HR |
11/3/2020, 04:44 PM |
Q2 2020 |
296 |
$1.68B |
+$170M |
-$74.2M |
+$96.1M |
IVV, MSFT, AAPL, AMZN, ADI
|
13F-HR |
8/13/2020, 09:00 AM |
Q1 2020 |
282 |
$1.32B |
+$131M |
-$136M |
-$5.2M |
IVV, MSFT, AAPL, AMZN, GOOGL
|
13F-HR |
5/8/2020, 11:13 AM |
Q4 2019 |
317 |
$1.63B |
+$134M |
-$48.9M |
+$85.4M |
IVV, AAPL, MSFT, ADI, GOOGL
|
13F-HR |
1/30/2020, 11:47 AM |
Q3 2019 |
297 |
$1.42B |
+$218M |
-$60.8M |
+$157M |
IVV, MSFT, AAPL, ADI, GOOGL
|
13F-HR |
11/5/2019, 10:09 AM |
Q2 2019 |
270 |
$1.24B |
+$83.3M |
-$79.4M |
+$3.95M |
IVV, ADI, MSFT, AAPL, V
|
13F-HR |
7/25/2019, 11:28 AM |
Q1 2019 |
223 |
$1.19B |
+$184M |
-$37.3M |
+$147M |
ADI, IVV, MSFT, AAPL, GOOGL
|
13F-HR |
5/15/2019, 04:52 PM |
Q4 2018 |
216 |
$921M |
+$87.6M |
-$110M |
-$22.6M |
MSFT, AAPL, GOOGL, V, AMZN
|
13F-HR |
2/22/2019, 11:57 AM |
Q3 2018 |
217 |
$1.09B |
+$58.2M |
-$62.1M |
-$3.86M |
AAPL, MSFT, GOOGL, V, AMZN
|
13F-HR |
11/13/2018, 09:26 AM |
Q2 2018 |
213 |
$1.03B |
+$65.8M |
-$155M |
-$89.1M |
AAPL, GOOGL, MSFT, V, VEU
|
13F-HR |
8/1/2018, 04:02 PM |
Q1 2018 |
239 |
$1.09B |
+$117M |
-$97.2M |
+$19.8M |
AAPL, GOOGL, MSFT, V, BLK
|
13F-HR |
5/1/2018, 01:43 PM |
Q4 2017 |
221 |
$1.09B |
+$57.4M |
-$79M |
-$21.6M |
AAPL, GOOGL, MSFT, V, BLK
|
13F-HR |
2/6/2018, 01:37 PM |
Q3 2017 |
224 |
$1.05B |
+$144M |
-$131M |
+$13.5M |
AAPL, GOOGL, V, MSFT, BLK
|
13F-HR |
11/7/2017, 01:34 PM |
Q1 2017 |
207 |
$963M |
+$136M |
-$86.3M |
+$50.1M |
AAPL, GOOGL, AVGO, V, MSFT
|
13F-HR |
5/12/2017, 02:26 PM |
Q4 2016 |
197 |
$870M |
+$79.3M |
-$101M |
-$21.4M |
GOOGL, AAPL, AVGO, SCHW, V
|
13F-HR |
1/26/2017, 02:59 PM |
Q3 2016 |
185 |
$878M |
+$90.9M |
-$69.2M |
+$21.7M |
GOOGL, AAPL, AVGO, V, EOG
|
13F-HR |
10/17/2016, 04:44 PM |
Q2 2016 |
171 |
$843M |
+$96.7M |
-$93.8M |
+$2.93M |
GOOGL, CVS, AVGO, AAPL, AWK
|
13F-HR |
8/1/2016, 03:17 PM |
Q1 2016 |
165 |
$835M |
+$126M |
-$139M |
-$13.1M |
AAPL, GOOGL, CVS, V, AVGO
|
13F-HR |
5/6/2016, 02:27 PM |
Q4 2015 |
168 |
$854M |
+$82.5M |
-$62.7M |
+$19.8M |
AAPL, GOOGL, CVS, V, AVGO
|
13F-HR |
1/28/2016, 10:43 AM |
Q3 2015 |
167 |
$808M |
+$74.5M |
-$90.8M |
-$16.2M |
AAPL, CVS, V, GILD, AVGO
|
13F-HR |
11/3/2015, 08:47 AM |
Q2 2015 |
174 |
$898M |
+$75.5M |
-$70.4M |
+$5.03M |
AAPL, CVS, V, GILD, MCK
|
13F-HR |
7/21/2015, 03:03 PM |
Q1 2015 |
171 |
$896M |
+$106M |
-$77.2M |
+$28.9M |
AAPL, CVS, AVGO, V, MCK
|
13F-HR |
4/24/2015, 04:04 PM |
Q4 2014 |
179 |
$860M |
+$72.3M |
-$93.7M |
-$21.3M |
AAPL, CVS, V, MS, MCK
|
13F-HR |
1/30/2015, 02:12 PM |
Q3 2014 |
182 |
$850M |
+$59.2M |
-$70.6M |
-$11.4M |
AAPL, CVS, AVGO, GILD, V
|
13F-HR |
11/4/2014, 01:15 PM |
Q2 2014 |
189 |
$866M |
+$129M |
-$88.6M |
+$40.7M |
AAPL, CVS, EOG, V, MS
|
13F-HR |
7/24/2014, 11:09 AM |
Q1 2014 |
194 |
$840M |
+$83M |
-$91.5M |
-$8.53M |
CVS, AAPL, GOOGL, V, MS
|
13F-HR |
5/5/2014, 10:11 AM |
Q4 2013 |
195 |
$829M |
$0 |
$0 |
|
AAPL, CVS, GOOGL, V, GILD
|
13F-HR |
2/3/2014, 01:38 PM |