Q3 2024 |
3,287 |
$56.2B |
+$3.48B |
-$1.28B |
+$2.2B |
AAPL, IVV, NVDA, MSFT, VEA
|
13F-HR |
11/13/2024, 02:59 PM |
Q2 2024 |
3,153 |
$51.6B |
+$4.47B |
-$1.01B |
+$3.45B |
AAPL, IVV, NVDA, MSFT, VEA
|
13F-HR |
8/13/2024, 03:50 PM |
Q1 2024 |
3,126 |
$48.4B |
+$4.69B |
-$909M |
+$3.78B |
IVV, AAPL, MSFT, VEA, NVDA
|
13F-HR |
5/15/2024, 09:44 AM |
Q4 2023 |
3,042 |
$42.2B |
+$2.78B |
-$1.61B |
+$1.17B |
AAPL, IVV, MSFT, VEA, IJH
|
13F-HR |
2/14/2024, 02:10 PM |
Q3 2023 |
2,893 |
$37.3B |
+$1.97B |
-$705M |
+$1.26B |
AAPL, IVV, MSFT, VEA, TSLA
|
13F-HR |
11/13/2023, 04:28 PM |
Q2 2023 |
2,826 |
$37.4B |
+$2B |
-$1.13B |
+$869M |
AAPL, IVV, MSFT, VEA, TSLA
|
13F-HR |
8/11/2023, 02:31 PM |
Q1 2023 |
2,777 |
$34.4B |
+$2.96B |
-$1.19B |
+$1.77B |
AAPL, IVV, VEA, MSFT, SPY
|
13F-HR |
5/12/2023, 06:42 PM |
Q4 2022 |
2,736 |
$31.1B |
+$4.72B |
-$643M |
+$4.07B |
IVV, AAPL, VEA, MSFT, SPY
|
13F-HR |
2/14/2023, 04:45 PM |
Q3 2022 |
2,440 |
$25B |
+$3B |
-$589M |
+$2.41B |
IVV, AAPL, VEA, MSFT, IJH
|
13F-HR |
11/10/2022, 03:17 PM |
Q2 2022 |
1,370 |
$24.3B |
+$2.56B |
-$552M |
+$2.01B |
IVV, AAPL, VEA, MSFT, VTV
|
13F-HR |
8/15/2022, 12:20 PM |
Q1 2022 |
1,379 |
$26.5B |
+$4.97B |
-$654M |
+$4.31B |
IVV, AAPL, VEA, MSFT, IJH
|
13F-HR |
5/13/2022, 03:37 PM |
Q4 2021 |
1,151 |
$23.6B |
+$3.25B |
-$293M |
+$2.96B |
IVV, AAPL, VEA, MSFT, IJH
|
13F-HR |
2/14/2022, 04:31 PM |
Q3 2021 |
989 |
$19.2B |
+$3.53B |
-$273M |
+$3.25B |
IVV, AAPL, VEA, MSFT, IEFA
|
13F-HR |
11/15/2021, 03:40 PM |
Q2 2021 |
911 |
$16.1B |
+$1.21B |
-$305M |
+$908M |
IVV, AAPL, MSFT, VEA, IJH
|
13F-HR |
8/24/2021, 03:00 PM |
Q1 2021 |
856 |
$14.3B |
+$1.31B |
-$657M |
+$656M |
IVV, AAPL, MSFT, SPY, VEA
|
13F-HR |
5/7/2021, 02:36 PM |
Q4 2020 |
781 |
$13B |
+$1.73B |
-$439M |
+$1.29B |
IVV, AAPL, MSFT, AGG, SCHG
|
13F-HR |
2/16/2021, 03:14 PM |
Q3 2020 |
712 |
$10.6B |
+$780M |
-$579M |
+$201M |
IVV, AAPL, MSFT, AGG, SPY
|
13F-HR |
11/13/2020, 10:07 AM |
Q2 2020 |
718 |
$9.98B |
+$1.03B |
-$497M |
+$536M |
IVV, AAPL, MSFT, SPY, USMV
|
13F-HR |
8/14/2020, 11:11 AM |
Q1 2020 |
700 |
$7.96B |
+$858M |
-$422M |
+$436M |
IVV, AAPL, SPY, MSFT, USMV
|
13F-HR |
5/14/2020, 10:52 AM |
Q4 2019 |
699 |
$9.63B |
+$821M |
-$160M |
+$661M |
IVV, AAPL, USMV, SPY, EFA
|
13F-HR |
2/13/2020, 05:08 PM |
Q3 2019 |
680 |
$8.36B |
+$640M |
-$730M |
-$89.5M |
IVV, USMV, EFA, SPY, AAPL
|
13F-HR |
11/13/2019, 12:03 PM |
Q2 2019 |
1,104 |
$8.38B |
+$822M |
-$352M |
+$470M |
IVV, EFA, SPY, USMV, AAPL
|
13F-HR |
8/14/2019, 02:28 PM |
Q1 2019 |
1,029 |
$6.26B |
+$995M |
-$247M |
+$748M |
IVV, EFA, USMV, SCHX, AAPL
|
13F-HR |
5/15/2019, 11:31 AM |
Q4 2018 |
845 |
$5.61B |
+$2.38B |
-$134M |
+$2.25B |
IVV, EFA, USMV, SCHX, AAPL
|
13F-HR |
2/13/2019, 01:02 PM |
Q3 2018 |
806 |
$3.89B |
+$316M |
-$125M |
+$191M |
IVV, USMV, VEA, SCHG, PRFZ
|
13F-HR |
11/14/2018, 12:53 PM |
Q2 2018 |
786 |
$3.53B |
+$828M |
-$129M |
+$699M |
IVV, USMV, VEA, SCHG, PRFZ
|
13F-HR |
8/14/2018, 01:06 PM |
Q1 2018 |
636 |
$2.79B |
+$352M |
-$91.6M |
+$260M |
IVV, USMV, VEA, SCHG, PRFZ
|
13F-HR |
5/15/2018, 04:28 PM |
Q4 2017 |
580 |
$2.58B |
+$402M |
-$121M |
+$281M |
IVV, USMV, VEA, SCHG, PRFZ
|
13F-HR |
2/9/2018, 01:11 PM |
Q3 2017 |
503 |
$2.21B |
+$102M |
-$103M |
-$1.68M |
IVV, USMV, VEA, BIDU, VNQ
|
13F-HR |
11/14/2017, 11:58 AM |
Q2 2017 |
499 |
$2.13B |
+$58.4M |
-$259M |
-$200M |
IVV, USMV, VEA, PG, VNQ
|
13F-HR |
8/11/2017, 01:50 PM |
Q1 2017 |
588 |
$2.3B |
+$160M |
-$133M |
+$27.5M |
IVV, USMV, PG, VEA, VNQ
|
13F-HR |
5/15/2017, 10:51 AM |
Q4 2016 |
569 |
$2.17B |
+$251M |
-$177M |
+$74.3M |
IVV, USMV, PG, VEA, VNQ
|
13F-HR |
2/14/2017, 12:26 PM |
Q3 2016 |
888 |
$2.07B |
+$287M |
-$123M |
+$164M |
IVV, USMV, PG, VNQ, VEA
|
13F-HR |
11/14/2016, 02:27 PM |
Q2 2016 |
546 |
$1.85B |
+$214M |
-$105M |
+$109M |
IVV, PG, VNQ, USMV, SPY
|
13F-HR |
8/12/2016, 01:13 PM |
Q1 2016 |
531 |
$1.68B |
+$224M |
-$98.2M |
+$126M |
IVV, PG, VNQ, SPY, EFA
|
13F-HR |
5/13/2016, 12:29 PM |
Q4 2015 |
473 |
$1.56B |
+$208M |
-$983M |
-$774M |
IVV, PG, VNQ, BIDU, EFA
|
13F-HR |
2/12/2016, 05:32 PM |
Q3 2015 |
536 |
$2.25B |
+$511M |
-$208M |
+$302M |
IVV, EFA, PG, IWM, VNQ
|
13F-HR |
11/16/2015, 05:01 PM |
Q2 2015 |
526 |
$2.16B |
+$1.04B |
-$34.9M |
+$1.01B |
IVV, PG, VNQ, EFA, BIDU
|
13F-HR |
8/17/2015, 03:44 PM |
Q1 2015 |
403 |
$1.18B |
+$172M |
-$101M |
+$71.3M |
VNQ, IVV, PG, BIDU, EFA
|
13F-HR |
5/15/2015, 02:42 PM |
Q4 2014 |
386 |
$1.11B |
+$248M |
-$45.2M |
+$203M |
VNQ, BIDU, PG, IVV, EFA
|
13F-HR |
2/13/2015, 11:39 AM |
Q3 2014 |
341 |
$888M |
+$64.6M |
-$74.7M |
-$10M |
VNQ, BIDU, IVV, EFA, MWE
|
13F-HR |
11/13/2014, 10:43 AM |
Q2 2014 |
353 |
$902M |
+$156M |
-$53M |
+$103M |
VNQ, BIDU, IVV, EFA, MWE
|
13F-HR |
8/21/2014, 03:37 PM |
Q1 2014 |
337 |
$777M |
+$155M |
-$184M |
-$29.3M |
VNQ, EFA, SPY, MWE, IVV
|
13F-HR |
5/8/2014, 02:38 PM |
Q4 2013 |
341 |
$798M |
$0 |
$0 |
|
VNQ, MWE, CGW, IVV, IGF
|
13F-HR |
2/14/2014, 01:37 PM |