Q2 2024 |
348 |
$45B |
+$1.03B |
-$424M |
+$603M |
SPMB, SPYV, VUG, SCHF, IGIB
|
13F-HR |
8/14/2024, 10:03 AM |
Q1 2024 |
331 |
$44.4B |
+$1.39B |
-$783M |
+$603M |
SPYV, SPMB, VUG, SCHF, IGIB
|
13F-HR |
5/13/2024, 10:21 AM |
Q4 2023 |
318 |
$42.4B |
+$1.4B |
-$961M |
+$442M |
SPMB, SPYV, VUG, SCHF, IGIB
|
13F-HR |
2/13/2024, 01:20 PM |
Q3 2023 |
277 |
$38B |
+$1.08B |
-$578M |
+$498M |
SPMB, SPYV, VUG, SCHF, IGIB
|
13F-HR |
11/9/2023, 06:57 PM |
Q2 2023 |
287 |
$39.4B |
+$1.12B |
-$716M |
+$400M |
SPMB, SPYV, VUG, SCHF, IGIB
|
13F-HR |
8/11/2023, 11:11 AM |
Q1 2023 |
283 |
$37.7B |
+$1.54B |
-$894M |
+$646M |
SPMB, VUG, SPYV, SCHF, IGIB
|
13F-HR |
5/12/2023, 10:57 AM |
Q4 2022 |
289 |
$35B |
+$2.92B |
-$493M |
+$2.43B |
SPMB, SPYV, SCHF, VUG, IGIB
|
13F-HR |
2/14/2023, 10:03 AM |
Q3 2022 |
286 |
$30.7B |
+$580M |
-$570M |
+$10M |
SPMB, VUG, SPYV, SCHF, IGIB
|
13F-HR |
11/10/2022, 09:56 AM |
Q2 2022 |
293 |
$32.8B |
+$1.37B |
-$847M |
+$521M |
SPMB, VUG, SCHF, SPYV, IGIB
|
13F-HR |
8/11/2022, 04:29 PM |
Q1 2022 |
305 |
$37.5B |
+$3.92B |
-$603M |
+$3.31B |
SPMB, VUG, SCHF, SPYV, IGIB
|
13F-HR |
5/12/2022, 05:30 PM |
Q4 2021 |
267 |
$37.6B |
+$2.43B |
-$185M |
+$2.24B |
VUG, SCHF, SPMB, SPYV, IGIB
|
13F-HR |
2/10/2022, 11:28 AM |
Q3 2021 |
266 |
$33.9B |
+$890M |
-$1.02B |
-$127M |
VUG, SPMB, SCHF, SPYV, IGIB
|
13F-HR |
11/12/2021, 04:03 PM |
Q2 2021 |
203 |
$34.5B |
+$1.84B |
-$1.04B |
+$797M |
VUG, SCHF, SPMB, SPYV, SCHV
|
13F-HR |
8/12/2021, 03:14 PM |
Q1 2021 |
268 |
$32B |
+$2.48B |
-$1.25B |
+$1.23B |
VUG, SCHF, SPMB, SCHV, IWD
|
Restatement |
5/12/2021, 03:46 PM |
Q4 2020 |
255 |
$29.3B |
+$2.22B |
-$892M |
+$1.33B |
VUG, SCHF, SCHV, SPMB, IWD
|
13F-HR |
2/11/2021, 09:36 AM |
Q3 2020 |
243 |
$25.1B |
+$2.31B |
-$1.42B |
+$884M |
VUG, SCHF, SPMB, SCHV, IWD
|
13F-HR |
11/12/2020, 10:24 AM |
Q2 2020 |
214 |
$22.9B |
+$3.88B |
-$1.71B |
+$2.17B |
VUG, IWD, SCHV, SCHF, SCHG
|
13F-HR |
8/13/2020, 09:37 AM |
Q1 2020 |
148 |
$17.6B |
+$3.18B |
-$1.09B |
+$2.1B |
VUG, SCHF, IWD, SPMB, XT
|
13F-HR |
5/13/2020, 02:56 PM |
Q4 2019 |
131 |
$20.7B |
+$689M |
-$660M |
+$29.3M |
VUG, IWD, SCHF, XT, SCHV
|
13F-HR |
2/13/2020, 02:22 PM |
Q3 2019 |
119 |
$18.2B |
+$1.4B |
-$1.07B |
+$334M |
VUG, IWD, SCHF, XT, LQD
|
13F-HR |
11/8/2019, 11:02 AM |
Q2 2019 |
101 |
$16.8B |
+$64.4M |
-$242M |
-$177M |
VUG, IWD, XT, LQD, SCHG
|
13F-HR |
8/9/2019, 02:29 PM |
Q1 2019 |
104 |
$18.3B |
+$2.6B |
-$474M |
+$2.13B |
VUG, IWD, SCHF, XT, LQD
|
13F-HR |
5/8/2019, 12:16 PM |
Q4 2018 |
107 |
$14.1B |
+$10.1B |
-$221M |
+$9.89B |
VUG, IWD, XT, SCHF, LQD
|
13F-HR |
2/8/2019, 03:30 PM |
Q3 2018 |
156 |
$5.24B |
+$1.1B |
-$195M |
+$905M |
SCHF, SCHG, SCHV, TFI, SCHH
|
13F-HR |
11/2/2018, 12:27 PM |
Q2 2018 |
138 |
$4.21B |
+$896M |
-$19.5M |
+$876M |
SCHF, SCHG, SCHV, MDYV, SCHH
|
13F-HR |
7/27/2018, 11:54 AM |
Q1 2018 |
126 |
$3.43B |
+$143M |
-$14.8M |
+$128M |
SCHF, SCHV, SCHG, SCHH, SCHE
|
13F-HR |
5/2/2018, 12:30 PM |
Q4 2017 |
217 |
$3.28B |
+$238M |
-$31.7M |
+$207M |
SCHF, SCHV, SCHG, SCHH, SCHE
|
13F-HR |
2/2/2018, 09:13 AM |
Q3 2017 |
97 |
$2.99B |
+$1.2B |
-$534M |
+$666M |
SCHF, SCHV, SCHG, SCHH, SCHE
|
13F-HR |
11/7/2017, 02:50 PM |
Q2 2017 |
73 |
$2.17B |
+$63M |
-$15.8M |
+$47.1M |
SCHG, SCHV, SCHF, SLYG, SLYV
|
13F-HR |
8/2/2017, 12:03 PM |
Q1 2017 |
107 |
$2.12B |
+$733M |
-$716M |
+$17.2M |
SCHG, SCHV, SCHF, SLYG, SLYV
|
13F-HR |
5/3/2017, 03:10 PM |
Q4 2016 |
76 |
$2.03B |
+$1.91B |
-$12.3M |
+$1.9B |
SCHG, SCHV, SCHF, SCHH, D
|
13F-HR |
1/26/2017, 02:52 PM |
Q3 2016 |
58 |
$125M |
+$9.05M |
-$7.14M |
+$1.91M |
D, ABBV, CMCSA, BK, ODFL
|
13F-HR |
11/8/2016, 11:54 AM |
Q2 2016 |
57 |
$119M |
+$8.16M |
-$11.3M |
-$3.18M |
D, ABBV, CMCSA, BK, ODFL
|
13F-HR |
8/10/2016, 02:19 PM |
Q1 2016 |
57 |
$121M |
+$7M |
-$14.8M |
-$7.84M |
D, ABBV, CMCSA, BK, ODFL
|
13F-HR |
5/10/2016, 02:30 PM |
Q4 2015 |
56 |
$125M |
+$13.5M |
-$31.7M |
-$18.2M |
D, ABBV, BK, CMCSA, MSFT
|
13F-HR |
2/4/2016, 08:35 AM |
Q3 2015 |
57 |
$142M |
+$28.3M |
-$36.4M |
-$8.08M |
D, ABBV, ABT, CMCSA, ALK
|
13F-HR |
11/2/2015, 10:30 AM |
Q2 2015 |
58 |
$169M |
+$75.9M |
-$20.1M |
+$55.8M |
ABBV, ABT, D, KMI, CMCSA
|
13F-HR |
8/11/2015, 03:29 PM |
Q1 2015 |
53 |
$113M |
+$18.9M |
-$19M |
-$111K |
B108PS, D, KMI, CMCSA, BK
|
13F-HR |
5/6/2015, 04:43 PM |
Q4 2014 |
54 |
$117M |
+$4.55M |
-$28.4M |
-$23.9M |
D, KMI, CMCSA, BK, AGN
|
13F-HR |
2/3/2015, 09:14 AM |
Q3 2014 |
55 |
$130M |
+$26M |
-$10.6M |
+$15.4M |
BK, D, CMCSA, KMI, AGN
|
13F-HR |
10/30/2014, 10:03 AM |
Q2 2014 |
54 |
$116M |
+$6.86M |
-$19.5M |
-$12.6M |
D, CMCSA, KMI, BK, AGN
|
13F-HR |
7/29/2014, 04:37 PM |
Q1 2014 |
52 |
$122M |
+$11M |
-$12.5M |
-$1.45M |
D, CMCSA, BK, KMI, AGN
|
13F-HR |
4/28/2014, 10:41 AM |
Q4 2013 |
53 |
$120M |
$0 |
$0 |
|
D, CMCSA, KMI, BK, AGN
|
13F-HR |
2/6/2014, 01:40 PM |