Q2 2024 |
276 |
$1.83B |
+$151M |
-$69M |
+$82M |
VEA, IVV, IJH, IJR, VWO
|
13F-HR |
7/26/2024, 04:57 PM |
Q1 2024 |
278 |
$1.77B |
+$189M |
-$35.6M |
+$153M |
VEA, IVV, IJH, IJR, VWO
|
13F-HR |
4/26/2024, 01:43 PM |
Q4 2023 |
257 |
$1.59B |
+$81.1M |
-$32.3M |
+$48.7M |
VEA, IJR, IVV, IJH, VWO
|
13F-HR |
1/19/2024, 04:51 PM |
Q3 2023 |
241 |
$1.4B |
+$79.4M |
-$50.8M |
+$28.6M |
VEA, IJR, IJH, IVV, VWO
|
13F-HR |
10/24/2023, 09:40 PM |
Q2 2023 |
242 |
$1.43B |
+$54.1M |
-$35.2M |
+$18.9M |
VEA, IJR, IVV, IJH, VWO
|
13F-HR |
7/20/2023, 10:15 AM |
Q1 2023 |
235 |
$1.34B |
+$94.3M |
-$98.8M |
-$4.48M |
VEA, IJR, VWO, IVV, IJH
|
13F-HR |
4/21/2023, 06:13 PM |
Q4 2022 |
235 |
$1.29B |
+$40.8M |
-$50.9M |
-$10.1M |
SCHM, VEA, IJR, VWO, IVV
|
13F-HR |
1/17/2023, 09:45 PM |
Q3 2022 |
229 |
$1.2B |
+$63.5M |
-$30.8M |
+$32.8M |
SCHM, VWO, VEA, IJR, IVV
|
13F-HR |
10/14/2022, 05:10 PM |
Q2 2022 |
242 |
$1.26B |
+$45M |
-$42M |
+$2.97M |
VWO, SCHM, VEA, IJR, IVV
|
13F-HR |
7/15/2022, 05:57 PM |
Q1 2022 |
250 |
$1.49B |
+$54.8M |
-$27M |
+$27.9M |
SCHM, VWO, VEA, IJR, IVV
|
13F-HR |
4/19/2022, 08:31 PM |
Q4 2021 |
254 |
$1.54B |
+$39.9M |
-$108M |
-$67.8M |
SCHM, VWO, VEA, IJR, IVV
|
13F-HR |
1/20/2022, 09:44 PM |
Q3 2021 |
273 |
$1.5B |
+$163M |
-$17.9M |
+$145M |
SCHM, VWO, VEA, IJR, IVV
|
13F-HR |
10/19/2021, 01:21 PM |
Q2 2021 |
257 |
$1.38B |
+$69.3M |
-$26.4M |
+$42.9M |
SCHM, VWO, IJR, VEA, IVV
|
13F-HR |
7/19/2021, 07:23 PM |
Q1 2021 |
249 |
$1.27B |
+$74.5M |
-$105M |
-$30.1M |
SCHM, IJR, VWO, VEA, IVV
|
13F-HR |
4/19/2021, 09:26 AM |
Q4 2020 |
266 |
$1.23B |
+$145M |
-$20.4M |
+$125M |
SCHM, VWO, IJR, VEA, AAPL
|
13F-HR |
1/19/2021, 09:34 AM |
Q3 2020 |
242 |
$995M |
+$73.1M |
-$30.9M |
+$42.2M |
SCHM, VWO, IJR, AAPL, MSFT
|
13F-HR |
10/20/2020, 04:59 PM |
Q2 2020 |
242 |
$923M |
+$52.6M |
-$26.3M |
+$26.2M |
SCHM, VWO, IJR, MSFT, VEA
|
13F-HR |
7/16/2020, 04:47 PM |
Q1 2020 |
244 |
$766M |
+$79.2M |
-$73.2M |
+$6M |
SCHM, VWO, IJR, MSFT, VEA
|
13F-HR |
4/21/2020, 04:19 PM |
Q4 2019 |
281 |
$962M |
+$36.6M |
-$24.9M |
+$11.6M |
SCHM, IJR, VWO, VEA, MSFT
|
13F-HR |
1/21/2020, 12:14 PM |
Q3 2019 |
281 |
$887M |
+$47.8M |
-$37.9M |
+$9.93M |
SCHM, IJR, VWO, VEA, MSFT
|
13F-HR |
10/22/2019, 11:34 AM |
Q2 2019 |
282 |
$871M |
+$33.4M |
-$29.5M |
+$3.86M |
IJR, SCHM, VWO, VEA, MSFT
|
13F-HR |
7/29/2019, 04:37 PM |
Q1 2019 |
277 |
$850M |
+$62.4M |
-$30.3M |
+$32.1M |
IJR, SCHM, VWO, VEA, INTC
|
13F-HR |
4/19/2019, 02:36 PM |
Q4 2018 |
272 |
$728M |
+$44.6M |
-$26.6M |
+$18M |
IJR, VWO, SCHM, VEA, INTC
|
13F-HR |
1/16/2019, 08:08 PM |
Q3 2018 |
299 |
$804M |
+$62M |
-$33.1M |
+$28.9M |
VWO, IJR, SCHM, VEA, MSFT
|
13F-HR |
10/12/2018, 09:30 AM |
Q2 2018 |
301 |
$737M |
+$26.1M |
-$46.1M |
-$20M |
IJR, VWO, SPY, SCHM, VEA
|
13F-HR |
7/11/2018, 03:08 PM |
Q1 2018 |
308 |
$748M |
+$89.2M |
-$20.6M |
+$68.7M |
VWO, SPY, INTC, IJR, VEA
|
13F-HR |
4/9/2018, 11:26 AM |
Q4 2017 |
307 |
$700M |
+$30.8M |
-$14M |
+$16.8M |
VWO, SPY, INTC, JNJ, VEA
|
13F-HR |
1/16/2018, 12:21 PM |
Q3 2017 |
302 |
$649M |
+$40M |
-$16.4M |
+$23.6M |
VWO, JNJ, VEA, IJR, INTC
|
13F-HR |
10/16/2017, 05:26 PM |
Q2 2017 |
280 |
$603M |
+$17.5M |
-$9.58M |
+$7.9M |
JNJ, VWO, XOM, INTC, VEA
|
Restatement |
8/4/2017, 12:30 PM |
Q1 2017 |
285 |
$589M |
+$30.3M |
-$28.9M |
+$1.36M |
JNJ, VWO, INTC, XOM, PG
|
13F-HR |
4/14/2017, 10:30 AM |
Q4 2016 |
290 |
$574M |
+$21.3M |
-$12M |
+$9.33M |
GEXXXX, XOM, INTC, JNJ, VWO
|
13F-HR |
2/3/2017, 11:49 AM |
Q3 2016 |
278 |
$550M |
+$26.3M |
-$18.4M |
+$7.84M |
INTC, JNJ, XOM, GEXXXX, VWO
|
13F-HR |
10/17/2016, 01:22 PM |
Q2 2016 |
274 |
$530M |
+$25M |
-$8.74M |
+$16.2M |
JNJ, XOM, GEXXXX, INTC, VZ
|
13F-HR |
7/18/2016, 09:29 PM |
Q1 2016 |
268 |
$497M |
+$31.4M |
-$18.8M |
+$12.6M |
GEXXXX, JNJ, XOM, INTC, VZ
|
13F-HR |
4/15/2016, 05:44 PM |
Q4 2015 |
270 |
$473M |
+$24.8M |
-$26.8M |
-$2M |
INTC, GEXXXX, XOM, JNJ, PG
|
13F-HR |
1/15/2016, 09:53 AM |
Q3 2015 |
280 |
$451M |
+$27.4M |
-$15.1M |
+$12.3M |
XOM, INTC, GEXXXX, JNJ, IBM
|
13F-HR |
10/19/2015, 08:46 PM |
Q2 2015 |
280 |
$481M |
+$24.9M |
-$15.7M |
+$9.15M |
XOM, INTC, GEXXXX, IBM, JNJ
|
13F-HR |
7/15/2015, 05:34 PM |
Q1 2015 |
279 |
$480M |
+$38.2M |
-$24.2M |
+$14M |
XOM, INTC, GEXXXX, IBM, JNJ
|
13F-HR |
4/16/2015, 07:03 PM |
Q4 2014 |
281 |
$473M |
+$23.5M |
-$22M |
+$1.52M |
XOM, INTC, IBM, GEXXXX, JNJ
|
13F-HR |
1/21/2015, 08:24 PM |
Q3 2014 |
282 |
$462M |
+$15.2M |
-$13.1M |
+$2.1M |
IBM, XOM, INTC, GEXXXX, JNJ
|
13F-HR |
10/21/2014, 04:40 PM |
Q2 2014 |
283 |
$468M |
+$19.8M |
-$22.4M |
-$2.54M |
XOM, IBM, INTC, GEXXXX, AXAS
|
13F-HR |
7/16/2014, 09:21 PM |
Q1 2014 |
275 |
$454M |
+$38.1M |
-$9.97M |
+$28.1M |
XOM, IBM, GEXXXX, JNJ, INTC
|
13F-HR |
4/11/2014, 02:24 PM |
Q4 2013 |
251 |
$418M |
$0 |
$0 |
|
XOM, IBM, GEXXXX, INTC, JNJ
|
13F-HR |
1/16/2014, 07:05 PM |