| Q3 2021 |
837 |
$755,244,000 |
+$28,048,867 |
-$106,709,008 |
-$78,660,141 |
SCHX, SCHM, VGIT, SCHA, VEA
|
13F-HR |
24 Nov 2021, 11:31 |
| Q2 2021 |
854 |
$846,887,000 |
+$47,060,363 |
-$119,356,370 |
-$72,296,007 |
SCHX, SCHM, VGIT, SCHA, VEA
|
13F-HR |
09 Aug 2021, 17:41 |
| Q1 2021 |
840 |
$873,410,000 |
+$38,380,292 |
-$79,069,164 |
-$40,688,872 |
SCHX, SCHM, VGIT, VEA, SCHA
|
13F-HR |
14 May 2021, 11:39 |
| Q4 2020 |
848 |
$882,106,000 |
+$192,341,120 |
-$195,334,911 |
-$2,993,791 |
SCHX, SCHM, VGIT, VEA, SCHA
|
13F-HR |
11 Feb 2021, 12:44 |
| Q3 2020 |
852 |
$757,950,000 |
+$65,224,020 |
-$124,276,456 |
-$59,052,436 |
BND, SCHX, SCHM, SCHA, VEA
|
13F-HR |
12 Nov 2020, 11:06 |
| Q2 2020 |
838 |
$796,651,000 |
+$101,483,538 |
-$106,053,999 |
-$4,570,461 |
BND, SCHX, SCHM, SCHA, VEA
|
13F-HR |
10 Aug 2020, 14:04 |
| Q1 2020 |
840 |
$683,344,000 |
+$148,442,840 |
-$163,153,899 |
-$14,711,059 |
SCHX, BND, SCHM, VEA, SCHA
|
13F-HR |
12 May 2020, 14:51 |
| Q4 2019 |
862 |
$859,118,000 |
+$39,272,175 |
-$170,027,754 |
-$130,755,579 |
SCHX, VEA, BND, SCHM, SCHA
|
13F-HR |
31 Jan 2020, 14:38 |
| Q3 2019 |
902 |
$939,085,000 |
+$101,732,037 |
-$110,269,556 |
-$8,537,519 |
SCHX, VEA, BND, BSV, SCHM
|
13F-HR |
01 Nov 2019, 14:46 |
| Q2 2019 |
846 |
$949,084,000 |
+$565,914,647 |
-$60,180,542 |
+$505,734,105 |
SCHX, VEA, BND, SCHM, BSV
|
13F-HR |
12 Aug 2019, 09:40 |
| Q1 2019 |
853 |
$426,170,000 |
+$34,403,158 |
-$78,063,303 |
-$43,660,145 |
XLE, XLV, IWP, MSFT, EFA
|
13F-HR |
06 May 2019, 10:47 |
| Q4 2018 |
905 |
$413,076,000 |
+$43,668,427 |
-$61,323,502 |
-$17,655,075 |
IWP, VWO, XLE, XLV, EFA
|
13F-HR |
01 Feb 2019, 10:55 |
| Q3 2018 |
908 |
$508,375,000 |
+$39,383,251 |
-$56,664,317 |
-$17,281,066 |
MSFT, XLE, IWP, EFA, VWO
|
13F-HR |
07 Nov 2018, 19:27 |
| Q2 2018 |
928 |
$499,820,000 |
+$51,850,633 |
-$49,079,617 |
+$2,771,016 |
XLE, MSFT, SCHZ, VWO, IWP
|
13F-HR |
26 Jul 2018, 12:00 |
| Q1 2018 |
757 |
$477,647,000 |
+$112,459,716 |
-$143,994,052 |
-$31,534,336 |
VWO, MSFT, SCHZ, IWP, EFA
|
13F-HR |
08 May 2018, 09:50 |
| Q4 2017 |
805 |
$510,758,000 |
+$27,503,636 |
-$93,166,482 |
-$65,662,846 |
VWO, XLE, SCHZ, MSFT, EFA
|
13F-HR |
05 Feb 2018, 15:06 |
| Q3 2017 |
788 |
$552,842,000 |
+$38,569,284 |
-$65,693,700 |
-$27,124,416 |
VWO, SCHZ, XLE, EFA, MSFT
|
13F-HR |
13 Nov 2017, 13:58 |
| Q2 2017 |
809 |
$553,265,000 |
+$32,559,597 |
-$155,097,696 |
-$122,538,099 |
VWO, SCHZ, XLE, MSFT, IWS
|
13F-HR |
02 Aug 2017, 10:01 |
| Q1 2017 |
822 |
$657,603,000 |
+$63,093,938 |
-$85,139,965 |
-$22,046,027 |
VWO, MSFT, XLE, SCHZ, GOOG
|
13F-HR |
25 Apr 2017, 11:58 |
| Q4 2016 |
834 |
$646,618,000 |
+$86,127,499 |
-$202,811,148 |
-$116,683,649 |
XLE, VWO, MSFT, GOOG, CCI
|
13F-HR |
10 Feb 2017, 13:25 |
| Q3 2016 |
822 |
$750,411,000 |
+$64,124,384 |
-$158,640,875 |
-$94,516,491 |
VWO, XLE, GOOG, MSFT, SCHZ
|
13F-HR |
07 Oct 2016, 09:52 |
| Q2 2016 |
864 |
$802,884,000 |
+$107,122,804 |
-$140,575,051 |
-$33,452,247 |
VWO, SCHZ, XLE, GOOG, MSFT
|
13F-HR |
10 Aug 2016, 10:49 |
| Q1 2016 |
859 |
$821,665,000 |
+$58,819,887 |
-$193,889,478 |
-$135,069,591 |
TJX, MSFT, SCHZ, GOOG, VWO
|
13F-HR |
29 Apr 2016, 09:52 |
| Q4 2015 |
945 |
$975,318,000 |
+$105,129,272 |
-$137,205,626 |
-$32,076,354 |
VRX, MSFT, GOOG, SCHZ, AGN
|
13F-HR |
01 Feb 2016, 10:19 |
| Q3 2015 |
965 |
$994,180,000 |
+$86,423,206 |
-$145,906,244 |
-$59,483,038 |
VRX, SCHZ, TJX, SPY, MSFT
|
13F-HR |
13 Oct 2015, 10:08 |
| Q2 2015 |
975 |
$1,168,656,000 |
+$108,008,703 |
-$136,930,148 |
-$28,921,445 |
VRX, WSFS, SCHZ, SPY, MSFT
|
13F-HR |
10 Aug 2015, 10:14 |
| Q1 2015 |
1,079 |
$1,205,306,000 |
+$123,155,924 |
-$146,891,318 |
-$23,735,394 |
VRX, SCHZ, WSFS, SPY, QCOM
|
13F-HR |
17 Apr 2015, 09:43 |
| Q4 2014 |
1,084 |
$1,205,130,000 |
+$102,207,482 |
-$184,864,673 |
-$82,657,191 |
VRX, WSFS, SCHZ, QCOM, MSFT
|
Restatement |
12 Jan 2015, 09:50 |
| Q3 2014 |
1,133 |
$1,235,269,000 |
+$143,641,030 |
-$134,215,878 |
+$9,425,152 |
VRX, QCOM, SCHZ, MSFT, WSFS
|
13F-HR |
12 Nov 2014, 06:16 |
| Q2 2014 |
1,148 |
$1,253,156,000 |
+$105,955,122 |
-$244,686,708 |
-$138,731,586 |
VRX, QCOM, WSFS, SPY, XLE
|
13F-HR |
22 Jul 2014, 10:18 |
| Q1 2014 |
1,258 |
$1,376,559,000 |
+$248,079,665 |
-$162,509,304 |
+$85,570,361 |
VRX, QCOM, WSFS, SPY, GOOGL
|
13F-HR |
23 Apr 2014, 17:38 |
| Q4 2013 |
1,149 |
$1,278,708,000 |
$0 |
$0 |
$0 |
VRX, WSFS, QCOM, GOOGL, TJX
|
13F-HR |
23 Jan 2014, 14:21 |