Q3 2022 |
666 |
$3.34B |
+$743M |
-$154M |
+$589M |
VOO, SCHF, AAPL, VNQ, VEA
|
13F-HR |
11/14/2022, 11:41 AM |
Q2 2022 |
676 |
$3.03B |
+$203M |
-$126M |
+$77.3M |
SCHF, VOO, AAPL, IEMG, MSFT
|
13F-HR |
8/15/2022, 10:35 AM |
Q1 2022 |
688 |
$3.54B |
+$300M |
-$184M |
+$116M |
SCHF, VOO, AAPL, IEMG, MSFT
|
13F-HR |
5/2/2022, 11:54 AM |
Q4 2021 |
683 |
$3.58B |
+$125M |
-$97.3M |
+$27.9M |
SCHF, VOO, AAPL, IEMG, MSFT
|
13F-HR |
1/26/2022, 09:25 PM |
Q3 2021 |
654 |
$3.3B |
+$161M |
-$58.8M |
+$102M |
SCHF, VOO, IEMG, AAPL, SPYV
|
13F-HR |
11/15/2021, 02:51 PM |
Q2 2021 |
635 |
$3.24B |
+$326M |
-$235M |
+$90.8M |
SCHF, IEMG, VOO, AAPL, IJR
|
13F-HR |
8/11/2021, 09:27 PM |
Q1 2021 |
547 |
$2.96B |
+$451M |
-$186M |
+$265M |
IEMG, SCHF, VOO, VUG, AAPL
|
13F-HR |
4/29/2021, 11:11 AM |
Q4 2020 |
504 |
$2.52B |
+$140M |
-$119M |
+$21.5M |
IEMG, VUG, IJR, AAPL, SCHF
|
13F-HR |
2/4/2021, 03:11 PM |
Q3 2020 |
492 |
$2.23B |
+$434M |
-$78.2M |
+$355M |
IEMG, VUG, IJR, VNQ, AAPL
|
Restatement |
10/20/2020, 04:52 PM |
Q2 2020 |
475 |
$1.8B |
+$389M |
-$89.2M |
+$300M |
VUG, IEMG, VNQ, IJR, AAPL
|
13F-HR |
8/13/2020, 12:46 PM |
Q1 2020 |
416 |
$1.28B |
+$145M |
-$142M |
+$2.9M |
IEMG, IJR, AAPL, MSFT, INTC
|
13F-HR |
5/14/2020, 05:14 PM |
Q4 2019 |
463 |
$1.65B |
+$88.9M |
-$75M |
+$13.8M |
IEMG, MLPX, AAPL, MSFT, FNDA
|
13F-HR |
2/4/2020, 03:27 PM |
Q3 2019 |
443 |
$1.52B |
+$99M |
-$68.1M |
+$30.8M |
IEMG, MLPX, AAPL, MSFT, FNDA
|
13F-HR |
10/22/2019, 11:56 AM |
Q2 2019 |
434 |
$1.48B |
+$57.1M |
-$45.3M |
+$11.8M |
IEMG, MLPX, AAPL, MSFT, FNDA
|
13F-HR |
7/23/2019, 05:06 PM |
Q1 2019 |
433 |
$1.44B |
+$212M |
-$92.2M |
+$120M |
IEMG, MLPX, AAPL, MSFT, FNDA
|
13F-HR |
5/2/2019, 05:49 PM |
Q4 2018 |
401 |
$1.18B |
+$150M |
-$96.2M |
+$54.2M |
AMJ, AAPL, IEMG, BRKB, MSFT
|
13F-HR |
1/30/2019, 05:29 PM |
Q3 2018 |
432 |
$1.3B |
+$110M |
-$40.3M |
+$69.3M |
AAPL, AMJ, BRKB, JNJ, INTC
|
13F-HR |
10/30/2018, 04:24 PM |
Q2 2018 |
404 |
$1.16B |
+$65M |
-$104M |
-$38.7M |
AMJ, AAPL, BRKB, INTC, JNJ
|
13F-HR |
7/31/2018, 05:05 PM |
Q1 2018 |
409 |
$1.2B |
+$49.7M |
-$49.8M |
-$15.1K |
AAPL, AMJ, INTC, BRKB, JNJ
|
13F-HR |
4/23/2018, 03:56 PM |
Q4 2017 |
419 |
$1.22B |
+$90.5M |
-$54.9M |
+$35.6M |
AMJ, AAPL, BRKB, INTC, JNJ
|
13F-HR |
1/23/2018, 09:00 AM |
Q3 2017 |
407 |
$1.12B |
+$54.7M |
-$78M |
-$23.3M |
AAPL, BRKB, JNJ, CMCSA, INTC
|
13F-HR |
10/25/2017, 03:06 PM |
Q2 2017 |
402 |
$1.1B |
+$45.7M |
-$42.9M |
+$2.8M |
AMJ, AAPL, JNJ, BRKB, CMCSA
|
13F-HR |
7/25/2017, 08:44 AM |
Q1 2017 |
394 |
$1.08B |
+$66.9M |
-$41.6M |
+$25.4M |
AMJ, AAPL, BRKB, CMCSA, JNJ
|
13F-HR |
4/11/2017, 09:34 PM |
Q4 2016 |
387 |
$1.02B |
+$56.7M |
-$48.8M |
+$7.9M |
AMJ, AAPL, BRKB, CMCSA, JNJ
|
13F-HR |
1/25/2017, 07:28 PM |
Q3 2016 |
385 |
$968M |
+$50.4M |
-$149M |
-$99.1M |
AMJ, AAPL, JNJ, CMCSA, BRKB
|
13F-HR |
10/24/2016, 02:22 PM |
Q2 2016 |
377 |
$1.04B |
+$69M |
-$37.9M |
+$31.1M |
EZU, AMJ, JNJ, AAPL, CMCSA
|
13F-HR |
7/18/2016, 04:22 PM |
Q1 2016 |
379 |
$897M |
+$151M |
-$92.1M |
+$59.3M |
EZU, JNJ, CVS, BRKB, XOM
|
13F-HR |
4/21/2016, 06:46 PM |
Q4 2015 |
373 |
$936M |
+$80.4M |
-$220M |
-$139M |
AAPL, JNJ, PFE, CVS, CMCSA
|
13F-HR |
1/26/2016, 11:09 AM |
Q3 2015 |
369 |
$1.04B |
+$82.9M |
-$68.1M |
+$14.8M |
EZU, VWO, AMJ, AAPL, CVS
|
13F-HR |
11/4/2015, 06:34 PM |
Q2 2015 |
374 |
$1.12B |
+$59.1M |
-$68.6M |
-$9.48M |
EZU, VWO, AMJ, AAPL, CVS
|
Restatement |
8/3/2015, 06:17 PM |
Q1 2015 |
362 |
$1.14B |
+$44.4M |
-$93.5M |
-$49.1M |
EZU, AMJ, VWO, AAPL, CVS
|
13F-HR |
4/24/2015, 07:02 PM |
Q4 2014 |
1,241 |
$1.17B |
+$127M |
-$54.6M |
+$72.8M |
EZU, AMJ, VWO, AAPL, CVS
|
13F-HR |
1/22/2015, 06:35 PM |
Q3 2014 |
366 |
$1.07B |
+$28.5M |
-$26.4M |
+$2.07M |
EZU, AMJ, VWO, AAPL, XOM
|
13F-HR |
10/22/2014, 06:25 PM |
Q2 2014 |
361 |
$1.07B |
+$40.8M |
-$15.6M |
+$25.2M |
EZU, AMJ, VWO, AAPL, XOM
|
13F-HR |
7/29/2014, 07:57 PM |
Q1 2014 |
354 |
$1.03B |
+$184M |
-$51.5M |
+$133M |
EZU, AMJ, VWO, XOM, CVS
|
13F-HR |
4/29/2014, 06:24 PM |
Q4 2013 |
353 |
$877M |
$0 |
$0 |
|
VWO, XOM, CVX, CVS, PFE
|
13F-HR |
1/30/2014, 06:05 PM |