Q3 2024 |
832 |
$13.9B |
+$301M |
-$403M |
-$102M |
IVV, MSFT, IJH, IJR, FNDF
|
13F-HR |
11/14/2024, 02:01 PM |
Q2 2024 |
824 |
$13.2B |
+$726M |
-$510M |
+$216M |
IVV, MSFT, IJH, IJR, FNDF
|
13F-HR |
7/31/2024, 09:27 AM |
Q1 2024 |
835 |
$13.2B |
+$780M |
-$337M |
+$444M |
IVV, MSFT, IJH, IJR, FNDF
|
13F-HR |
4/23/2024, 02:56 PM |
Q4 2023 |
818 |
$12.1B |
+$284M |
-$359M |
-$75.6M |
IVV, MSFT, IJH, IJR, FNDF
|
13F-HR |
2/6/2024, 09:28 AM |
Q3 2023 |
799 |
$11.1B |
+$217M |
-$242M |
-$25.4M |
IVV, MSFT, IJH, IJR, FNDF
|
13F-HR |
11/1/2023, 03:04 PM |
Q2 2023 |
818 |
$11.6B |
+$279M |
-$465M |
-$186M |
IVV, MSFT, IJH, IJR, AAPL
|
13F-HR |
8/9/2023, 03:36 PM |
Q1 2023 |
834 |
$11.1B |
+$362M |
-$430M |
-$67.8M |
IVV, MSFT, IJH, IJR, AAPL
|
13F-HR |
5/12/2023, 09:49 AM |
Q4 2022 |
827 |
$10.9B |
+$448M |
-$472M |
-$24.7M |
IVV, IJH, IJR, MSFT, AAPL
|
13F-HR |
2/3/2023, 06:10 PM |
Q3 2022 |
817 |
$9.92B |
+$265M |
-$209M |
+$56.1M |
IVV, IJH, IJR, MSFT, AAPL
|
13F-HR |
11/3/2022, 02:55 PM |
Q2 2022 |
854 |
$10.5B |
+$307M |
-$536M |
-$229M |
IVV, IJH, IJR, MSFT, AAPL
|
13F-HR |
7/25/2022, 03:40 PM |
Q1 2022 |
905 |
$12.4B |
+$415M |
-$360M |
+$54.3M |
IVV, IJH, MSFT, IJR, AAPL
|
13F-HR |
4/25/2022, 02:52 PM |
Q4 2021 |
923 |
$12.8B |
+$566M |
-$341M |
+$225M |
IVV, MSFT, IJH, IJR, AAPL
|
13F-HR |
1/31/2022, 02:11 PM |
Q3 2021 |
894 |
$11.6B |
+$459M |
-$343M |
+$117M |
IVV, IJH, MSFT, IJR, AAPL
|
13F-HR |
11/3/2021, 08:24 PM |
Q2 2021 |
909 |
$11.6B |
+$291M |
-$386M |
-$95.8M |
IVV, IJH, MSFT, IJR, AAPL
|
13F-HR |
7/26/2021, 05:51 PM |
Q1 2021 |
856 |
$11B |
+$471M |
-$494M |
-$23.1M |
IVV, IJH, IJR, MSFT, AAPL
|
13F-HR |
6/2/2021, 02:01 PM |
Q4 2020 |
837 |
$10.4B |
+$463M |
-$167M |
+$296M |
IVV, IJH, MSFT, IJR, AAPL
|
13F-HR |
2/5/2021, 11:13 AM |
Q3 2020 |
800 |
$9.17B |
+$489M |
-$287M |
+$202M |
IVV, MSFT, IJH, AAPL, IJR
|
13F-HR |
10/15/2020, 12:44 PM |
Q2 2020 |
807 |
$8.59B |
+$670M |
-$552M |
+$118M |
IVV, MSFT, IJH, IJR, AAPL
|
13F-HR |
7/27/2020, 02:54 PM |
Q1 2020 |
808 |
$7.27B |
+$473M |
-$456M |
+$17M |
IVV, MSFT, IJH, IJR, JPM
|
13F-HR |
4/29/2020, 05:05 PM |
Q4 2019 |
826 |
$9.32B |
+$477M |
-$478M |
-$840K |
IVV, IJH, IJR, MSFT, JPM
|
13F-HR |
2/3/2020, 09:03 AM |
Q3 2019 |
818 |
$8.74B |
+$365M |
-$652M |
-$288M |
IVV, IJH, IJR, MSFT, JPM
|
13F-HR |
10/24/2019, 11:08 AM |
Q2 2019 |
833 |
$8.86B |
+$274M |
-$418M |
-$145M |
IVV, IJH, IJR, MSFT, JPM
|
13F-HR |
7/19/2019, 10:06 AM |
Q1 2019 |
1,948 |
$8.69B |
+$238M |
-$462M |
-$224M |
IVV, IJH, IJR, MSFT, JPM
|
13F-HR |
4/19/2019, 11:45 AM |
Q4 2018 |
1,928 |
$8B |
+$368M |
-$461M |
-$92.6M |
IVV, IJH, IJR, MSFT, JPM
|
13F-HR |
1/28/2019, 12:10 PM |
Q3 2018 |
1,984 |
$9.27B |
+$193M |
-$263M |
-$69.5M |
IVV, IJH, IJR, MSFT, JPM
|
13F-HR |
10/22/2018, 03:44 PM |
Q2 2018 |
2,095 |
$8.86B |
+$337M |
-$484M |
-$147M |
IVV, IJH, IJR, VEA, JBHT
|
13F-HR |
7/26/2018, 09:33 AM |
Q1 2018 |
1,987 |
$8.91B |
+$417M |
-$492M |
-$74.9M |
IVV, IJH, VEA, IJR, EFA
|
13F-HR |
4/18/2018, 04:16 PM |
Q4 2017 |
2,020 |
$9.24B |
+$409M |
-$468M |
-$58.7M |
IVV, IJH, IJR, VEA, JPM
|
13F-HR |
1/18/2018, 02:36 PM |
Q3 2017 |
872 |
$8.8B |
+$235M |
-$215M |
+$20.4M |
IVV, IJH, IJR, XOM, JPM
|
13F-HR |
10/23/2017, 12:29 PM |
Q2 2017 |
887 |
$8.52B |
+$461M |
-$520M |
-$58.9M |
IVV, IJH, XOM, IJR, JPM
|
13F-HR |
7/31/2017, 11:17 AM |
Q1 2017 |
878 |
$8.45B |
+$474M |
-$374M |
+$99.9M |
IJH, IVV, XOM, IJR, JPM
|
13F-HR |
5/2/2017, 02:44 PM |
Q4 2016 |
885 |
$8.17B |
+$348M |
-$285M |
+$63.3M |
XOM, IJH, JPM, IVV, IJR
|
13F-HR |
2/3/2017, 02:34 PM |
Q3 2016 |
889 |
$7.76B |
+$304M |
-$380M |
-$75.7M |
XOM, IJH, JPM, IVV, IJR
|
13F-HR |
10/28/2016, 09:47 AM |
Q2 2016 |
861 |
$7.71B |
+$395M |
-$441M |
-$45.5M |
XOM, IJH, T, IVV, GE
|
13F-HR |
7/26/2016, 03:48 PM |
Q1 2016 |
895 |
$7.54B |
+$448M |
-$467M |
-$18.6M |
XOM, IJH, IVV, GE, T
|
13F-HR |
5/2/2016, 03:22 PM |
Q4 2015 |
919 |
$7.45B |
+$494M |
-$407M |
+$86.4M |
IJH, XOM, JPM, SNA, IVV
|
13F-HR |
1/29/2016, 10:14 AM |
Q3 2015 |
925 |
$7.02B |
+$402M |
-$337M |
+$65.3M |
IJH, XOM, JPM, TMK, IJR
|
13F-HR |
10/20/2015, 11:41 AM |
Q2 2015 |
922 |
$7.53B |
+$269M |
-$455M |
-$186M |
XOM, IJH, JPM, TMK, PG
|
13F-HR |
7/14/2015, 01:33 PM |
Q1 2015 |
920 |
$7.78B |
+$474M |
-$405M |
+$69M |
XOM, IJH, EFA, PG, JPM
|
13F-HR |
4/23/2015, 03:27 PM |
Q4 2014 |
930 |
$7.71B |
+$269M |
-$838M |
-$569M |
XOM, IJH, JNJ, PG, JPM
|
13F-HR |
1/21/2015, 04:21 PM |
Q3 2014 |
1,112 |
$8.02B |
+$334M |
-$362M |
-$28M |
XOM, JNJ, IJH, JPM, CVX
|
13F-HR |
10/27/2014, 03:45 PM |
Q2 2014 |
1,117 |
$8.16B |
+$492M |
-$400M |
+$91.8M |
XOM, JNJ, CVX, IJH, JPM
|
13F-HR |
7/23/2014, 03:16 PM |
Q1 2014 |
1,100 |
$7.88B |
+$373M |
-$669M |
-$297M |
XOM, JNJ, JPM, CVX, IJH
|
13F-HR |
4/17/2014, 03:12 PM |
Q4 2013 |
1,117 |
$8.09B |
$0 |
$0 |
|
SPY, XOM, CVX, JPM, GE
|
13F-HR |
1/27/2014, 04:35 PM |