Q3 2024 |
12 |
$823M |
+$52.1M |
-$19.5M |
+$32.6M |
AGG, IVV, SPTL, IEFA, SPMD
|
13F-HR |
11/12/2024, 10:13 AM |
Q2 2024 |
12 |
$743M |
+$325M |
-$184M |
+$140M |
AGG, IVV, SPTL, IEFA, SCHH
|
13F-HR |
8/15/2024, 03:46 PM |
Q1 2024 |
8 |
$594M |
+$43.3M |
-$9.74M |
+$33.6M |
IVV, AGG, IEFA, JPST, MINT
|
13F-HR |
5/15/2024, 10:14 AM |
Q4 2023 |
7 |
$545M |
+$397K |
-$21.8M |
-$21.4M |
IVV, AGG, IEFA, JPST, MINT
|
13F-HR |
2/13/2024, 12:48 PM |
Q3 2023 |
8 |
$521M |
+$19.9M |
-$16.8M |
+$3.08M |
IVV, AGG, IEFA, JPST, MINT
|
13F-HR |
11/14/2023, 02:32 PM |
Q2 2023 |
8 |
$537M |
+$75.7M |
-$11.7M |
+$64M |
IVV, AGG, IEFA, JPST, MINT
|
13F-HR |
8/14/2023, 10:07 AM |
Q1 2023 |
9 |
$452M |
+$28.7M |
$0 |
+$28.7M |
IVV, AGG, IEFA, JPST, MINT
|
13F-HR |
5/15/2023, 11:06 AM |
Q4 2022 |
9 |
$402M |
+$61.7M |
-$31.8M |
+$29.8M |
IVV, AGG, IEFA, JPST, MINT
|
13F-HR |
2/21/2023, 09:30 AM |
Q3 2022 |
9 |
$345M |
+$90.2M |
-$16.2M |
+$73.9M |
IVV, IEFA, JPST, MINT, IJR
|
13F-HR |
11/14/2022, 03:07 PM |
Q2 2022 |
10 |
$286M |
+$147M |
-$15.2M |
+$132M |
IVV, IEFA, JPST, MINT, IJR
|
13F-HR |
8/15/2022, 01:25 PM |
Q1 2022 |
11 |
$170M |
+$46.4M |
-$8.33M |
+$38.1M |
JPST, MINT, AGG, IJR, IVV
|
13F-HR |
5/9/2022, 02:23 PM |
Q4 2021 |
9 |
$138M |
+$4.95M |
-$2.67M |
+$2.28M |
MINT, JPST, AGG, IWM, EFA
|
13F-HR |
2/3/2022, 10:40 AM |
Q3 2021 |
9 |
$134M |
+$27.9M |
-$2.83M |
+$25M |
MINT, JPST, AGG, IWM, EFA
|
13F-HR |
11/15/2021, 11:32 AM |
Q2 2021 |
8 |
$111M |
+$4.26M |
-$9.02M |
-$4.76M |
MINT, JPST, IWM, AGG, IEMG
|
13F-HR |
8/13/2021, 08:05 AM |
Q1 2021 |
7 |
$114M |
+$44.1M |
-$5.83B |
-$5.79B |
JPST, MINT, IWM, EFA, AGG
|
13F-HR |
5/14/2021, 09:22 AM |
Q4 2020 |
1,515 |
$5.9B |
+$243M |
-$201M |
+$42.3M |
AAPL, MSFT, AMZN, META, TSLA
|
13F-HR |
2/12/2021, 10:00 AM |
Q3 2020 |
1,516 |
$5.14B |
+$322M |
-$205M |
+$117M |
AAPL, MSFT, AMZN, META, GOOGL
|
13F-HR |
11/13/2020, 09:39 AM |
Q2 2020 |
10 |
$108M |
$0 |
$0 |
|
VOO, AGG, IJH, IWM, EFA
|
New Holdings |
6/26/2024, 09:44 AM |
Q2 2020 |
1,519 |
$4.88B |
+$208M |
-$395M |
-$187M |
MSFT, AAPL, AMZN, META, GOOGL
|
13F-HR |
8/14/2020, 10:14 AM |
Q1 2020 |
10 |
$74.6M |
$0 |
$0 |
|
AGG, VOO, IJH, IWM, IVV
|
New Holdings |
6/26/2024, 09:43 AM |
Q1 2020 |
1,539 |
$4.26B |
+$288M |
-$34.4M |
+$254M |
MSFT, AAPL, AMZN, META, BRKB
|
13F-HR |
5/8/2020, 03:01 PM |
Q4 2019 |
11 |
$93.2M |
$0 |
$0 |
|
AGG, VOO, IJH, IWM, IVV
|
New Holdings |
6/26/2024, 09:43 AM |
Q4 2019 |
1,519 |
$5.16B |
+$158M |
-$151M |
+$6.81M |
AAPL, MSFT, AMZN, META, BRKB
|
13F-HR |
2/19/2020, 03:50 PM |
Q3 2019 |
10 |
$93.3M |
$0 |
$0 |
|
AGG, VOO, IJH, IVV, IWM
|
New Holdings |
6/26/2024, 09:43 AM |
Q3 2019 |
1,519 |
$4.77B |
+$151M |
-$158M |
-$6.7M |
MSFT, AAPL, AMZN, META, BRKB
|
13F-HR |
11/5/2019, 02:30 PM |
Q2 2019 |
10 |
$93M |
$0 |
$0 |
|
AGG, VOO, IJH, IVV, IWM
|
New Holdings |
6/26/2024, 09:42 AM |
Q2 2019 |
1,518 |
$4.74B |
+$130M |
-$430M |
-$300M |
MSFT, AAPL, AMZN, META, BRKB
|
13F-HR |
8/12/2019, 02:50 PM |
Q1 2019 |
10 |
$98.7M |
$0 |
$0 |
|
AGG, VOO, IJH, IVV, IWM
|
New Holdings |
6/26/2024, 09:42 AM |
Q1 2019 |
1,566 |
$4.89B |
+$445M |
-$119M |
+$326M |
MSFT, AAPL, AMZN, META, BRKB
|
13F-HR |
5/7/2019, 03:42 PM |
Q4 2018 |
11 |
$95.5M |
$0 |
$0 |
|
AGG, VOO, IJH, IVV, IWM
|
New Holdings |
6/26/2024, 09:40 AM |
Q4 2018 |
1,521 |
$4.05B |
+$99.7M |
-$90.2M |
+$9.53M |
MSFT, AAPL, AMZN, BRKB, JNJ
|
13F-HR |
2/13/2019, 01:35 PM |
Q3 2018 |
11 |
$107M |
$0 |
$0 |
|
AGG, VOO, IJH, IVV, IWM
|
New Holdings |
6/26/2024, 09:40 AM |
Q3 2018 |
1,518 |
$4.75B |
+$73.5M |
-$81.6M |
-$8.13M |
AAPL, MSFT, AMZN, BRKB, META
|
13F-HR |
11/13/2018, 04:12 PM |
Q2 2018 |
11 |
$109M |
$0 |
$0 |
|
AGG, IVV, IJH, VOO, IWM
|
New Holdings |
6/26/2024, 09:39 AM |
Q2 2018 |
1,519 |
$4.48B |
+$111M |
-$109M |
+$1.59M |
AAPL, MSFT, AMZN, META, BRKB
|
13F-HR |
8/14/2018, 01:48 PM |
Q1 2018 |
11 |
$122M |
$0 |
$0 |
|
AGG, IVV, IJH, VOO, IWM
|
New Holdings |
6/26/2024, 09:39 AM |
Q1 2018 |
1,518 |
$4.34B |
+$82.5M |
-$76.1M |
+$6.43M |
AAPL, MSFT, AMZN, BRKB, META
|
13F-HR |
5/14/2018, 04:33 PM |
Q4 2017 |
12 |
$130M |
$0 |
$0 |
|
AGG, VOO, IVV, IJH, IWM
|
New Holdings |
6/26/2024, 09:38 AM |
Q4 2017 |
1,519 |
$4.4B |
+$61.5M |
-$55.6M |
+$5.98M |
AAPL, MSFT, AMZN, META, BRKB
|
13F-HR |
2/14/2018, 11:57 AM |
Q3 2017 |
11 |
$118M |
$0 |
$0 |
|
AGG, VOO, IJH, IVV, IWM
|
New Holdings |
6/26/2024, 09:35 AM |
Q3 2017 |
1,519 |
$4.15B |
+$125M |
-$113M |
+$12.6M |
AAPL, MSFT, META, AMZN, BRKB
|
13F-HR |
11/13/2017, 03:02 PM |
Q2 2017 |
1,515 |
$4B |
+$98.1M |
-$76.9M |
+$21.2M |
AAPL, MSFT, AMZN, META, JNJ
|
13F-HR |
8/14/2017, 12:41 PM |
Q1 2017 |
1,517 |
$3.89B |
+$141M |
-$109M |
+$32.1M |
AAPL, MSFT, AMZN, XOM, JNJ
|
13F-HR |
5/9/2017, 04:12 PM |
Q4 2016 |
1,514 |
$3.7B |
+$110M |
-$57.9M |
+$51.8M |
AAPL, MSFT, XOM, JNJ, BRKB
|
13F-HR |
2/14/2017, 04:07 PM |
Q3 2016 |
1,517 |
$3.51B |
+$99.3M |
-$138M |
-$39.2M |
AAPL, MSFT, XOM, AMZN, JNJ
|
13F-HR |
11/14/2016, 02:25 PM |
Q2 2016 |
1,517 |
$3.43B |
+$164M |
-$76.5M |
+$87.6M |
AAPL, MSFT, XOM, JNJ, GE
|
13F-HR |
8/29/2016, 05:25 PM |
Q1 2016 |
1,517 |
$3.28B |
+$133M |
-$89.6M |
+$43.8M |
AAPL, MSFT, XOM, JNJ, GE
|
13F-HR |
5/16/2016, 04:23 PM |
Q4 2015 |
1,517 |
$3.19B |
+$160M |
-$66.1M |
+$93.8M |
AAPL, MSFT, XOM, GE, JNJ
|
13F-HR |
2/16/2016, 01:17 PM |
Q3 2015 |
1,515 |
$2.96B |
+$97.2M |
-$132M |
-$34.6M |
AAPL, MSFT, XOM, JNJ, GE
|
13F-HR |
11/16/2015, 03:21 PM |
Q2 2015 |
1,511 |
$3.27B |
+$95.8M |
-$97.5M |
-$1.62M |
AAPL, MSFT, XOM, JNJ, GE
|
13F-HR |
8/14/2015, 10:18 AM |
Q1 2015 |
1,517 |
$3.3B |
+$101M |
-$11.3B |
-$11.1B |
AAPL, XOM, MSFT, JNJ, BRKB
|
13F-HR |
5/15/2015, 04:37 PM |
Q4 2014 |
1,919 |
$14.3B |
+$2.01B |
-$1.02B |
+$991M |
SPY, VWO, AAPL, EFA, EEM
|
13F-HR |
2/13/2015, 01:31 PM |
Q3 2014 |
1,916 |
$12.8B |
+$1.07B |
-$975M |
+$99M |
SPY, EEM, VWO, AAPL, CMCSA
|
13F-HR |
11/14/2014, 11:09 AM |
Q2 2014 |
1,895 |
$12.9B |
+$1.27B |
-$991M |
+$280M |
SPY, VWO, AAPL, EEM, EWJ
|
13F-HR |
8/5/2014, 03:13 PM |
Q1 2014 |
1,879 |
$12.4B |
+$1.08B |
-$1.05B |
+$37.2M |
SPY, VWO, EEM, GOOGL, XOM
|
13F-HR |
5/15/2014, 10:25 AM |
Q4 2013 |
1,870 |
$12.3B |
$0 |
$0 |
|
SPY, VWO, EEM, GOOGL, XOM
|
13F-HR |
2/14/2014, 10:07 AM |