Q2 2024 |
255 |
$324M |
+$18.7M |
-$23.5M |
-$4.72M |
IVV, IJH, NVDA, IJR, MSFT
|
13F-HR |
8/15/2024, 10:22 AM |
Q1 2024 |
285 |
$336M |
+$28.1M |
-$14.2M |
+$13.9M |
IVV, IJH, IJR, NVDA, MSFT
|
13F-HR |
5/7/2024, 11:07 AM |
Q4 2023 |
287 |
$310M |
+$7.66M |
-$2.4M |
+$5.26M |
IVV, IJH, IJR, AAPL, MSFT
|
13F-HR |
2/15/2024, 06:23 PM |
Q3 2023 |
278 |
$273M |
+$8.78M |
-$16.7M |
-$7.92M |
IVV, IJH, IJR, AAPL, IEFA
|
13F-HR |
11/14/2023, 02:49 PM |
Q2 2023 |
278 |
$294M |
+$12.4M |
-$9.72M |
+$2.63M |
IVV, IJH, IJR, AAPL, IEFA
|
13F-HR |
8/9/2023, 03:20 PM |
Q1 2023 |
267 |
$270M |
+$23M |
-$27.1M |
-$4.1M |
IVV, IJH, IJR, AAPL, IEFA
|
13F-HR |
5/16/2023, 12:20 PM |
Q4 2022 |
248 |
$254M |
+$26M |
-$11.6M |
+$14.4M |
IVV, IJH, IJR, AGG, IEFA
|
13F-HR |
2/14/2023, 03:45 PM |
Q3 2022 |
224 |
$225M |
+$14.8M |
-$12.2M |
+$2.63M |
IVV, IJH, IJR, AAPL, MSFT
|
13F-HR |
11/14/2022, 04:47 PM |
Q2 2022 |
232 |
$241M |
+$20.4M |
-$17.2M |
+$3.11M |
IVV, IJH, IJR, AAPL, MSFT
|
13F-HR |
9/2/2022, 01:55 PM |
Q1 2022 |
249 |
$296M |
+$34.6M |
-$56.4M |
-$21.8M |
IVV, IJH, IJR, AAPL, MSFT
|
13F-HR |
5/17/2022, 12:10 PM |
Q4 2021 |
299 |
$334M |
+$16.4M |
-$24.2M |
-$7.8M |
IVV, IJH, AAPL, MSFT, IJR
|
Restatement |
5/19/2022, 12:43 PM |
Q3 2021 |
299 |
$318M |
+$28.6M |
-$27.1M |
+$1.52M |
IVV, IJH, MSFT, AAPL, IJR
|
13F-HR |
11/15/2021, 10:46 AM |
Q2 2021 |
299 |
$323M |
+$30.8M |
-$46.1M |
-$15.3M |
IVV, IJH, MSFT, AAPL, IJR
|
13F-HR |
8/13/2021, 04:47 PM |
Q1 2021 |
298 |
$318M |
+$29.6M |
-$39.9M |
-$10.2M |
IVV, IJH, AAPL, MSFT, IJR
|
13F-HR |
5/20/2021, 11:22 AM |
Q4 2020 |
285 |
$308M |
+$33.6M |
-$25.4M |
+$8.22M |
IVV, IJH, IJR, MSFT, AAPL
|
13F-HR |
2/17/2021, 09:59 AM |
Q3 2020 |
258 |
$263M |
+$27.6M |
-$24.8M |
+$2.81M |
IVV, IJH, MSFT, AAPL, AMZN
|
13F-HR |
11/16/2020, 10:58 AM |
Q2 2020 |
252 |
$248M |
+$38.7M |
-$34.8M |
+$3.87M |
IVV, IJH, MSFT, AMZN, IJR
|
13F-HR |
8/14/2020, 12:28 PM |
Q1 2020 |
197 |
$204M |
+$27.4M |
-$26.7M |
+$771K |
IVV, IJH, MSFT, AMZN, IJR
|
13F-HR |
5/22/2020, 02:15 PM |
Q4 2019 |
235 |
$253M |
+$19.3M |
-$53.5M |
-$34.2M |
IVV, IJH, MSFT, IJR, AMZN
|
13F-HR |
2/14/2020, 12:09 PM |
Q3 2019 |
315 |
$268M |
+$32.6M |
-$38.9M |
-$6.28M |
IVV, IJH, MSFT, AMZN, IJR
|
13F-HR |
11/14/2019, 10:42 AM |
Q2 2019 |
315 |
$273M |
+$29.5M |
-$24.8M |
+$4.68M |
IVV, IJH, EFA, AMZN, MSFT
|
13F-HR |
8/8/2019, 01:56 PM |
Q1 2019 |
309 |
$260M |
+$30.2M |
-$29.4M |
+$874K |
IVV, IJH, EFA, AMZN, IJR
|
13F-HR |
5/13/2019, 03:10 PM |
Q4 2018 |
296 |
$230M |
+$23.9M |
-$28.2M |
-$4.35M |
IVV, IJH, EFA, IJR, AAPL
|
13F-HR |
2/5/2019, 01:45 PM |
Q3 2018 |
318 |
$280M |
+$32.9M |
-$56.1M |
-$23.2M |
IVV, IJH, EFA, IJR, AAPL
|
13F-HR |
11/9/2018, 03:37 PM |
Q2 2018 |
336 |
$290M |
+$28.9M |
-$40.7M |
-$11.8M |
IVV, IJH, EFA, MSFT, IJR
|
13F-HR |
8/7/2018, 11:06 AM |
Q1 2018 |
326 |
$294M |
+$33.3M |
-$27.6M |
+$5.68M |
IVV, IJH, IJR, EFA, MSFT
|
13F-HR |
5/10/2018, 04:00 PM |
Q4 2017 |
325 |
$293M |
+$27.5M |
-$23.5M |
+$4.04M |
IVV, IJH, IJR, EFA, MSFT
|
13F-HR |
2/13/2018, 10:06 AM |
Q3 2017 |
315 |
$275M |
+$36.2M |
-$49.6M |
-$13.4M |
IVV, IJH, IJR, EFA, AAPL
|
13F-HR |
11/13/2017, 02:27 PM |
Q2 2017 |
357 |
$282M |
+$22M |
-$37.9M |
-$15.8M |
IVV, IJH, IJR, EFA, AAPL
|
13F-HR |
8/8/2017, 04:24 PM |
Q1 2017 |
356 |
$291M |
+$33.8M |
-$27.4M |
+$6.48M |
IVV, IJH, IJR, EFA, AAPL
|
13F-HR |
5/12/2017, 01:44 PM |
Q4 2016 |
346 |
$275M |
+$18.1M |
-$15M |
+$3.09M |
IVV, IJH, IJR, EFA, AAPL
|
13F-HR |
2/13/2017, 12:27 PM |
Q3 2016 |
344 |
$262M |
+$34.4M |
-$23.9M |
+$10.5M |
IVV, IJH, IJR, EFA, AAPL
|
13F-HR |
11/10/2016, 12:31 PM |
Q2 2016 |
293 |
$241M |
+$33M |
-$22.8M |
+$10.2M |
IVV, IJH, EFA, IJR, AAPL
|
13F-HR |
8/15/2016, 11:57 AM |
Q1 2016 |
270 |
$230M |
+$45.7M |
-$33.1M |
+$12.6M |
IVV, IJH, IJR, EFA, AAPL
|
13F-HR |
5/6/2016, 11:17 AM |
Q4 2015 |
250 |
$218M |
+$24.4M |
-$23.9M |
+$528K |
IVV, AAPL, EFA, IJH, IJR
|
13F-HR |
2/5/2016, 02:15 PM |
Q3 2015 |
249 |
$207M |
+$25.4M |
-$26.5M |
-$1.07M |
IVV, AAPL, EFA, IJH, IJR
|
13F-HR |
11/6/2015, 03:05 PM |
Q2 2015 |
257 |
$228M |
+$22.1M |
-$24.4M |
-$2.31M |
IVV, AAPL, EFA, IJH, IJR
|
13F-HR |
8/11/2015, 11:28 AM |
Q1 2015 |
257 |
$230M |
+$51.1M |
-$38.7M |
+$12.4M |
IVV, AAPL, EFA, IJH, IJR
|
13F-HR |
5/11/2015, 03:53 PM |
Q4 2014 |
248 |
$218M |
+$38.6M |
-$21M |
+$17.7M |
AAPL, EFA, IJH, IJR, IVV
|
13F-HR |
2/11/2015, 03:24 PM |
Q3 2014 |
201 |
$197M |
+$20.1M |
-$22.6M |
-$2.48M |
AAPL, IJH, EFA, IJR, T
|
13F-HR |
11/12/2014, 10:17 AM |
Q2 2014 |
180 |
$199M |
+$26.9M |
-$45.3M |
-$18.4M |
AAPL, IJR, EFA, IJH, XOM
|
13F-HR |
8/14/2014, 02:14 PM |
Q1 2014 |
207 |
$217M |
+$48M |
-$27.1M |
+$20.9M |
IVV, AAPL, IJR, IJH, EFA
|
13F-HR |
5/12/2014, 03:12 PM |
Q4 2013 |
140 |
$196M |
$0 |
$0 |
|
AAPL, IJR, IJH, EFA, IVV
|
13F-HR |
2/10/2014, 02:41 PM |