Q3 2024 |
968 |
$2.18B |
+$81M |
-$45.8M |
+$35.2M |
AAPL, SCHG, MSFT, FICO, VEA
|
13F-HR |
10/24/2024, 10:01 AM |
Q2 2024 |
970 |
$2B |
+$62.1M |
-$45.2M |
+$16.9M |
SCHG, AAPL, MSFT, VEA, MDYG
|
13F-HR |
8/8/2024, 10:48 AM |
Q1 2024 |
838 |
$2.02B |
+$65.2M |
-$27.6M |
+$37.5M |
SCHG, MSFT, AAPL, VEA, MDYG
|
13F-HR |
4/25/2024, 11:02 AM |
Q4 2023 |
843 |
$1.85B |
+$53.8M |
-$37.3M |
+$16.6M |
AAPL, SCHG, MSFT, VEA, IJS
|
13F-HR |
1/26/2024, 04:30 PM |
Q3 2023 |
935 |
$1.64B |
+$36.6M |
-$18M |
+$18.6M |
AAPL, SCHG, MSFT, VEA, SCHF
|
13F-HR |
10/17/2023, 09:48 AM |
Q2 2023 |
914 |
$1.7B |
+$101M |
-$52M |
+$49.4M |
AAPL, SCHG, MSFT, VEA, IJS
|
13F-HR |
8/14/2023, 05:09 PM |
Q1 2023 |
917 |
$1.57B |
+$45.2M |
-$20.7M |
+$24.5M |
AAPL, SCHG, MSFT, IJS, VEA
|
13F-HR |
4/21/2023, 11:59 AM |
Q4 2022 |
928 |
$1.48B |
+$77.1M |
-$40M |
+$37.1M |
AAPL, IJS, IJT, SCHG, VEA
|
13F-HR |
2/16/2023, 05:11 PM |
Q3 2022 |
892 |
$1.3B |
+$78.3M |
-$31.5M |
+$46.7M |
AAPL, IJS, IJT, IVW, MSFT
|
Restatement |
11/14/2022, 07:08 AM |
Q2 2022 |
908 |
$1.34B |
+$57.4M |
-$19.7M |
+$37.8M |
AAPL, IJS, IJT, IVW, MSFT
|
13F-HR |
8/11/2022, 12:09 PM |
Q1 2022 |
933 |
$1.52B |
+$234M |
-$13.4M |
+$221M |
AAPL, IJS, IVW, IJT, MSFT
|
13F-HR |
4/28/2022, 11:48 AM |
Q4 2021 |
322 |
$1.41B |
+$79.6M |
-$46M |
+$33.5M |
AAPL, IVW, SYNA, IJS, IJT
|
13F-HR |
2/14/2022, 06:25 AM |
Q3 2021 |
301 |
$1.26B |
+$43.1M |
-$14M |
+$29.1M |
AAPL, IJS, IVW, IJT, MSFT
|
13F-HR |
11/12/2021, 12:01 PM |
Q2 2021 |
295 |
$1.24B |
+$85.5M |
-$41.9M |
+$43.6M |
AAPL, IJS, IVW, IJT, MSFT
|
13F-HR |
8/13/2021, 11:49 AM |
Q1 2021 |
291 |
$1.15B |
+$34.6M |
-$16M |
+$18.6M |
IJS, AAPL, IJT, IVW, MSFT
|
13F-HR |
5/14/2021, 04:42 PM |
Q4 2020 |
278 |
$1.05B |
+$117M |
-$39.2M |
+$77.9M |
AAPL, IJT, IVW, IJS, MSFT
|
13F-HR |
2/12/2021, 12:41 PM |
Q3 2020 |
269 |
$884M |
+$63.7M |
-$25M |
+$38.7M |
AAPL, IVW, MSFT, IJT, IJS
|
13F-HR |
11/13/2020, 07:50 PM |
Q2 2020 |
267 |
$804M |
+$41.8M |
-$26.6M |
+$15.2M |
AAPL, IVW, MSFT, IJS, IJT
|
13F-HR |
8/6/2020, 11:20 AM |
Q1 2020 |
275 |
$664M |
+$28.7M |
-$94.7M |
-$66.1M |
IVW, VEA, AAPL, MSFT, IJS
|
13F-HR |
5/13/2020, 12:00 PM |
Q4 2019 |
297 |
$930M |
+$86M |
-$17.2M |
+$68.8M |
MINT, JPST, NEAR, IJS, VEA
|
13F-HR |
2/14/2020, 11:04 AM |
Q3 2019 |
292 |
$803M |
+$20.7M |
-$46M |
-$25.3M |
IJS, VEA, IVW, IJT, DIM
|
13F-HR |
11/7/2019, 05:26 PM |
Q2 2019 |
305 |
$820M |
+$26M |
-$9.39M |
+$16.6M |
IJS, VEA, IVW, IJT, NEAR
|
13F-HR |
8/2/2019, 10:40 AM |
Q1 2019 |
301 |
$775M |
+$41.8M |
-$15.5M |
+$26.3M |
IJS, VEA, IJT, IVW, NEAR
|
13F-HR |
5/9/2019, 05:42 PM |
Q4 2018 |
286 |
$663M |
+$70.4M |
-$46.1M |
+$24.2M |
IJS, NEAR, VEA, IJT, IVW
|
13F-HR |
2/13/2019, 12:27 PM |
Q3 2018 |
300 |
$747M |
+$21.7M |
-$22.7M |
-$1M |
NEAR, IJS, IJT, SCHF, IVW
|
13F-HR |
10/16/2018, 05:53 PM |
Q2 2018 |
292 |
$710M |
+$47.4M |
-$48.6M |
-$1.15M |
NEAR, IJS, IJT, SCHF, DIM
|
13F-HR |
8/17/2018, 05:27 PM |
Q1 2018 |
295 |
$705M |
+$21.3M |
-$15.7M |
+$5.55M |
NEAR, IJS, SCHF, DIM, IJJ
|
13F-HR |
4/25/2018, 04:28 PM |
Q4 2017 |
301 |
$703M |
+$26.1M |
-$16.3M |
+$9.83M |
NEAR, IJS, IJJ, DIM, SCHF
|
13F-HR |
2/14/2018, 05:13 PM |
Q3 2017 |
298 |
$659M |
+$30.1M |
-$23.8M |
+$6.26M |
NEAR, IJS, IJJ, IJT, DIM
|
13F-HR |
11/3/2017, 01:54 PM |
Q2 2017 |
299 |
$630M |
+$50.2M |
-$14.1M |
+$36.1M |
IJS, NEAR, IJJ, IJT, DIM
|
13F-HR |
8/7/2017, 04:34 PM |
Q1 2017 |
299 |
$582M |
+$35.9M |
-$6.16M |
+$29.7M |
IJS, NEAR, IJJ, IJT, IVW
|
13F-HR |
5/9/2017, 10:22 AM |
Q4 2016 |
292 |
$535M |
+$34.3M |
-$9.76M |
+$24.6M |
IJS, NEAR, IJJ, IJT, IVE
|
13F-HR |
1/31/2017, 03:40 PM |
Q3 2016 |
280 |
$489M |
+$17.2M |
-$6.49M |
+$10.7M |
IJS, NEAR, IJJ, IJT, IVW
|
13F-HR |
10/27/2016, 11:38 AM |
Q2 2016 |
278 |
$463M |
+$26.1M |
-$14.4M |
+$11.7M |
IJS, NEAR, IJJ, IVW, IJT
|
13F-HR |
8/3/2016, 04:00 PM |
Q1 2016 |
284 |
$441M |
+$29.5M |
-$11.8M |
+$17.7M |
IJS, NEAR, IJJ, IVW, IJT
|
13F-HR |
5/6/2016, 06:16 PM |
Q4 2015 |
276 |
$414M |
+$26.7M |
-$15.4M |
+$11.3M |
IJS, IJJ, NEAR, IVW, IJT
|
13F-HR |
2/12/2016, 04:54 PM |
Q3 2015 |
273 |
$387M |
+$18.9M |
-$9.17M |
+$9.75M |
IJS, IJJ, IVW, IJT, IJK
|
13F-HR |
11/2/2015, 11:16 AM |
Q2 2015 |
282 |
$402M |
+$42.6M |
-$14M |
+$28.6M |
IJS, IJJ, IVW, IVE, IJK
|
13F-HR |
7/29/2015, 03:29 PM |
Q1 2015 |
272 |
$382M |
+$15M |
-$4.26M |
+$10.7M |
IJS, IJJ, IVW, IVE, IJK
|
13F-HR |
5/1/2015, 02:01 PM |
Q4 2014 |
268 |
$363M |
+$17.7M |
-$9.46M |
+$8.21M |
IJS, IJJ, IVW, IVE, IWD
|
13F-HR |
2/10/2015, 12:31 PM |
Q3 2014 |
265 |
$339M |
+$12.6M |
-$4.18M |
+$8.44M |
IJS, IJJ, IVW, IVE, IWD
|
13F-HR |
11/12/2014, 03:28 PM |
Q2 2014 |
272 |
$339M |
+$17.6M |
-$2.66M |
+$14.9M |
IJS, IJJ, IVW, IVE, IWD
|
13F-HR |
8/1/2014, 05:16 PM |
Q1 2014 |
267 |
$313M |
+$12.7M |
-$4.1M |
+$8.59M |
IJS, IJJ, IVW, IVE, IWD
|
13F-HR |
4/28/2014, 10:41 AM |
Q4 2013 |
261 |
$303M |
$0 |
$0 |
|
IJS, IJJ, IVW, IVE, IJT
|
13F-HR |
2/12/2014, 02:03 PM |