Q3 2024 |
376 |
$4.09B |
+$76.6M |
-$120M |
-$43.7M |
FBND, VEA, AAPL, NVDA, MSFT
|
13F-HR |
10/8/2024, 09:46 AM |
Q2 2024 |
378 |
$3.96B |
+$319M |
-$96.9M |
+$222M |
FBND, VEA, MSFT, NVDA, AAPL
|
13F-HR |
7/12/2024, 03:26 PM |
Q1 2024 |
309 |
$3.86B |
+$201M |
-$249M |
-$47.7M |
FBND, VEA, MSFT, AAPL, NVDA
|
13F-HR |
4/16/2024, 04:04 PM |
Q4 2023 |
335 |
$3.59B |
+$147M |
-$314M |
-$167M |
FBND, VEA, MSFT, AAPL, AGG
|
13F-HR |
1/8/2024, 11:23 AM |
Q3 2023 |
313 |
$3.41B |
+$65.3M |
-$215M |
-$150M |
FBND, VEA, AAPL, MSFT, NVDA
|
13F-HR |
10/10/2023, 08:43 AM |
Q2 2023 |
304 |
$3.7B |
+$90.7M |
-$183M |
-$92.8M |
FBND, VEA, AAPL, MSFT, NVDA
|
13F-HR |
7/12/2023, 01:40 PM |
Q1 2023 |
297 |
$3.52B |
+$239M |
-$348M |
-$109M |
FBND, VEA, AAPL, MSFT, VOO
|
13F-HR |
4/13/2023, 09:45 AM |
Q4 2022 |
311 |
$3.38B |
+$164M |
-$208M |
-$43.6M |
VEA, FBND, AAPL, MSFT, AGG
|
13F-HR |
1/18/2023, 12:02 PM |
Q3 2022 |
368 |
$3.19B |
+$361M |
-$71M |
+$290M |
FBND, VEA, AAPL, MSFT, VOO
|
13F-HR |
10/20/2022, 10:31 AM |
Q2 2022 |
371 |
$3.16B |
+$308M |
-$153M |
+$155M |
FBND, AAPL, MSFT, VEA, VOO
|
13F-HR |
7/12/2022, 10:49 AM |
Q1 2022 |
415 |
$3.58B |
+$308M |
-$236M |
+$71.4M |
FBND, AAPL, MSFT, VEA, LQD
|
13F-HR |
4/25/2022, 03:35 PM |
Q4 2021 |
499 |
$3.69B |
+$234M |
-$211M |
+$23.4M |
FBND, AAPL, MSFT, LQD, VEA
|
13F-HR |
1/26/2022, 05:03 PM |
Q3 2021 |
492 |
$3.41B |
+$392M |
-$313M |
+$79.7M |
FBND, AAPL, MSFT, AMZN, VEA
|
13F-HR |
10/26/2021, 10:14 AM |
Q2 2021 |
393 |
$3.37B |
+$124M |
-$131M |
-$6.69M |
FBND, AAPL, MSFT, AGG, AMZN
|
13F-HR |
7/19/2021, 05:19 PM |
Q1 2021 |
358 |
$3.13B |
+$337M |
-$256M |
+$81.2M |
FBND, AAPL, MSFT, AGG, AMZN
|
13F-HR |
4/16/2021, 02:44 PM |
Q4 2020 |
338 |
$2.9B |
+$85.9M |
-$87.4M |
-$1.42M |
AAPL, FBND, MSFT, AMZN, VEA
|
13F-HR |
2/3/2021, 09:40 AM |
Q3 2020 |
327 |
$2.62B |
+$255M |
-$163M |
+$92.1M |
AAPL, MSFT, FBND, AMZN, V
|
13F-HR |
10/15/2020, 11:37 AM |
Q2 2020 |
276 |
$2.48B |
+$144M |
-$287M |
-$143M |
AAPL, MSFT, FBND, AMZN, V
|
13F-HR |
7/27/2020, 11:21 AM |
Q1 2020 |
279 |
$2.22B |
+$384M |
-$275M |
+$108M |
MSFT, FBND, AAPL, AMZN, V
|
13F-HR |
4/17/2020, 04:24 PM |
Q4 2019 |
266 |
$2.54B |
+$117M |
-$74.8M |
+$41.7M |
AAPL, MSFT, IGSB, AGG, AMZN
|
13F-HR |
1/8/2020, 01:46 PM |
Q3 2019 |
254 |
$2.31B |
+$223M |
-$198M |
+$25.4M |
MSFT, AAPL, IGSB, AGG, AMZN
|
13F-HR |
10/10/2019, 01:10 PM |
Q2 2019 |
248 |
$2.25B |
+$122M |
-$175M |
-$53M |
MSFT, AAPL, AMZN, VEA, IGSB
|
13F-HR |
7/11/2019, 10:54 AM |
Q1 2019 |
259 |
$2.25B |
+$258M |
-$271M |
-$12.9M |
AAPL, MSFT, VEA, AMZN, IGSB
|
13F-HR |
4/17/2019, 10:22 AM |
Q4 2018 |
336 |
$2.01B |
+$248M |
-$96.6M |
+$151M |
AAPL, VEA, AGG, IGSB, MSFT
|
13F-HR |
2/4/2019, 11:21 AM |
Q3 2018 |
342 |
$2.16B |
+$99.9M |
-$395M |
-$295M |
AAPL, VEA, IGSB, JPM, MSFT
|
13F-HR |
11/9/2018, 10:14 AM |
Q2 2018 |
304 |
$2.33B |
+$246M |
-$75.9M |
+$170M |
AAPL, VEA, JPM, MSFT, IWR
|
13F-HR |
8/10/2018, 05:02 PM |
Q1 2018 |
286 |
$2.1B |
+$134M |
-$323M |
-$189M |
AAPL, VEA, JPM, IWR, SPY
|
13F-HR |
5/8/2018, 04:10 PM |
Q4 2017 |
262 |
$2.33B |
+$71.6M |
-$90.9M |
-$19.2M |
AAPL, JPM, VEA, IWR, FDX
|
13F-HR |
1/11/2018, 10:10 AM |
Q3 2017 |
261 |
$2.21B |
+$162M |
-$113M |
+$49.5M |
AAPL, JPM, VEA, MSFT, IWR
|
13F-HR |
10/31/2017, 05:14 PM |
Q2 2017 |
233 |
$2.09B |
+$215M |
-$160M |
+$54.9M |
AAPL, JPM, VEA, IWR, MSFT
|
13F-HR |
7/27/2017, 02:19 PM |
Q1 2017 |
193 |
$2.01B |
+$151M |
-$175M |
-$23.5M |
AAPL, JPM, VEA, IWR, MSFT
|
13F-HR |
4/21/2017, 02:31 PM |
Q4 2016 |
210 |
$1.97B |
+$51.9M |
-$69.7M |
-$17.7M |
AAPL, JPM, IWR, VEA, WFC
|
13F-HR |
1/31/2017, 05:15 PM |
Q3 2016 |
203 |
$1.93B |
+$87.2M |
-$81.2M |
+$5.98M |
AAPL, VEA, IWR, JPM, GE
|
13F-HR |
11/9/2016, 01:51 PM |
Q2 2016 |
215 |
$1.86B |
+$41.2M |
-$91.6M |
-$50.4M |
AAPL, VEA, GE, IWR, JPM
|
13F-HR |
7/13/2016, 05:11 PM |
Q1 2016 |
197 |
$1.87B |
+$174M |
-$160M |
+$14.2M |
AAPL, GE, IWR, VEA, JPM
|
13F-HR |
4/18/2016, 04:00 PM |
Q4 2015 |
212 |
$1.83B |
+$131M |
-$183M |
-$51.4M |
AAPL, GE, JPM, WFC, VEA
|
13F-HR |
1/12/2016, 04:58 PM |
Q3 2015 |
228 |
$1.83B |
+$76.7M |
-$50.9M |
+$25.8M |
AAPL, NVS, JPM, WFC, GE
|
13F-HR |
10/9/2015, 02:14 PM |
Q2 2015 |
242 |
$1.99B |
+$67.5M |
-$46.8M |
+$20.8M |
AAPL, NVS, JPM, WFC, XOM
|
13F-HR |
7/2/2015, 12:01 PM |
Q1 2015 |
218 |
$1.99B |
+$120M |
-$113M |
+$6.92M |
AAPL, NVS, XOM, WFC, ORCL
|
13F-HR |
4/3/2015, 02:38 PM |
Q4 2014 |
191 |
$2B |
+$50.9M |
-$31.6M |
+$19.3M |
AAPL, XOM, NVS, WFC, ORCL
|
13F-HR |
1/8/2015, 11:44 AM |
Q3 2014 |
195 |
$1.95B |
+$106M |
-$122M |
-$16.1M |
AAPL, XOM, APA, HAL, NVS
|
13F-HR |
10/3/2014, 02:21 PM |
Q2 2014 |
188 |
$1.99B |
$0 |
$0 |
|
AAPL, XOM, HAL, APA, MRK
|
13F-HR |
8/7/2014, 12:06 PM |