Q3 2024 |
175 |
$856M |
+$61M |
-$56.4M |
+$4.69M |
SCHX, BND, AAPL, VEA, SCHF
|
13F-HR |
11/14/2024, 12:13 PM |
Q2 2024 |
173 |
$817M |
+$57.1M |
-$42.2M |
+$14.9M |
SCHX, BND, AAPL, BIL, VEA
|
13F-HR |
8/14/2024, 10:46 AM |
Q1 2024 |
172 |
$796M |
+$75.1M |
-$63.9M |
+$11.2M |
SCHX, BND, AAPL, BIL, SCHF
|
13F-HR |
5/15/2024, 10:39 AM |
Q4 2023 |
151 |
$748M |
+$29.8M |
-$34.2M |
-$4.44M |
SCHX, BND, AAPL, BIL, SCHF
|
13F-HR |
2/14/2024, 02:29 PM |
Q3 2023 |
142 |
$682M |
+$115M |
-$76.1M |
+$39.2M |
SCHX, BND, AAPL, BIL, SCHF
|
13F-HR |
11/13/2023, 12:01 PM |
Q2 2023 |
143 |
$667M |
+$22.5M |
-$14.3M |
+$8.25M |
SCHX, AAPL, SCHF, VGSH, VEA
|
13F-HR |
8/8/2023, 03:47 PM |
Q1 2023 |
150 |
$625M |
+$38.6M |
-$33.4M |
+$5.18M |
SCHX, AAPL, SCHF, VGSH, SCHZ
|
13F-HR |
5/12/2023, 12:17 PM |
Q4 2022 |
145 |
$577M |
+$22.6M |
-$25M |
-$2.32M |
SCHX, AAPL, SCHF, VGSH, SCHZ
|
13F-HR |
2/13/2023, 05:08 PM |
Q3 2022 |
142 |
$555M |
+$69.8M |
-$43.1M |
+$26.7M |
SCHX, AAPL, VGSH, SCHF, SCHZ
|
13F-HR |
11/14/2022, 11:43 AM |
Q2 2022 |
143 |
$581M |
+$45.8M |
-$29.8M |
+$16.1M |
SCHX, SCHF, AAPL, SCHZ, VGSH
|
13F-HR |
8/8/2022, 04:39 PM |
Q1 2022 |
152 |
$682M |
+$97.8M |
-$37M |
+$60.8M |
SCHX, SCHF, AAPL, SCHZ, REGN
|
13F-HR |
5/9/2022, 06:39 PM |
Q4 2021 |
147 |
$707M |
+$27.2M |
-$67.9M |
-$40.6M |
SCHX, SCHF, AAPL, SCHZ, META
|
13F-HR |
2/8/2022, 05:48 PM |
Q3 2021 |
151 |
$697M |
+$45.8M |
-$11.3M |
+$34.5M |
SCHX, SCHF, SCHZ, AAPL, TSLA
|
13F-HR |
11/12/2021, 10:03 AM |
Q2 2021 |
153 |
$670M |
+$18.5M |
-$33M |
-$14.5M |
SCHX, SCHF, AAPL, SCHZ, META
|
13F-HR |
8/10/2021, 04:59 PM |
Q1 2021 |
146 |
$645M |
+$106M |
-$47.3M |
+$58.2M |
SCHX, SCHF, SCHZ, AAPL, TSLA
|
13F-HR |
5/7/2021, 07:06 PM |
Q4 2020 |
131 |
$561M |
+$10.5M |
-$53.2M |
-$42.8M |
SCHX, SCHZ, SCHF, AAPL, TSLA
|
13F-HR |
2/4/2021, 03:53 PM |
Q3 2020 |
123 |
$545M |
+$71.3M |
-$18.7M |
+$52.5M |
SCHZ, SCHX, SCHF, AAPL, CTAS
|
13F-HR |
11/9/2020, 08:43 PM |
Q2 2020 |
122 |
$486M |
+$34M |
-$26.3M |
+$7.77M |
SCHZ, SCHX, SCHF, AAPL, META
|
13F-HR |
8/6/2020, 08:02 PM |
Q1 2020 |
113 |
$412M |
+$76.1M |
-$101M |
-$24.7M |
SCHZ, SCHX, SCHF, BIIB, AAPL
|
13F-HR |
5/7/2020, 09:51 AM |
Q4 2019 |
137 |
$521M |
+$66.3M |
-$30.9M |
+$35.4M |
SCHX, SCHZ, SCHF, AAPL, BIIB
|
13F-HR |
2/10/2020, 03:42 PM |
Q3 2019 |
127 |
$451M |
+$153M |
-$27.1M |
+$126M |
SCHX, SCHZ, AAPL, T, XOM
|
13F-HR |
11/12/2019, 09:33 AM |
Q2 2019 |
129 |
$319M |
+$32.3M |
-$99.7M |
-$67.3M |
SCHZ, XOM, AAPL, T, CSCO
|
13F-HR |
8/14/2019, 05:20 PM |
Q1 2019 |
128 |
$377M |
+$103M |
-$39.3M |
+$63.6M |
SCHX, SCHZ, XOM, SCHE, AAPL
|
13F-HR |
5/15/2019, 02:40 PM |
Q4 2018 |
126 |
$284M |
+$25.5M |
-$145M |
-$120M |
SCHX, SPLV, XOM, AAPL, PFE
|
13F-HR |
2/19/2019, 09:35 AM |
Q3 2018 |
150 |
$457M |
+$82.2M |
-$90.6M |
-$8.44M |
SCHX, PDBC, SCHA, SPLV, SCHM
|
13F-HR |
11/14/2018, 02:23 PM |
Q2 2018 |
436 |
$445M |
+$108M |
-$76.1M |
+$32.3M |
SCHX, SCHF, PDBC, SCHA, SCHG
|
13F-HR |
8/14/2018, 03:11 PM |
Q1 2018 |
133 |
$410M |
+$38.4M |
-$26.1M |
+$12.3M |
SCHX, SCHF, SCHE, SCHG, XOM
|
13F-HR |
5/11/2018, 04:25 PM |
Q4 2017 |
132 |
$403M |
+$25.4M |
-$39M |
-$13.6M |
SCHX, SCHF, SCHE, SCHV, SCHG
|
13F-HR |
2/14/2018, 03:43 PM |
Q3 2017 |
144 |
$402M |
+$61.8M |
-$49.2M |
+$12.6M |
SCHX, SCHF, SCHZ, SCHE, XOM
|
13F-HR |
11/13/2017, 05:38 PM |
Q2 2017 |
138 |
$377M |
+$52M |
-$49M |
+$3.04M |
SCHX, SCHF, SCHE, RSP, XOM
|
13F-HR |
8/4/2017, 03:37 PM |
Q1 2017 |
663 |
$368M |
+$56.8M |
-$38.2M |
+$18.7M |
SCHX, SCHF, SCHV, SCHE, XOM
|
13F-HR |
5/12/2017, 08:51 PM |
Q4 2016 |
704 |
$337M |
+$67.5M |
-$67.2M |
+$250K |
SCHX, SCHD, SCHV, BSCH, XOM
|
13F-HR |
2/14/2017, 01:22 PM |
Q3 2016 |
587 |
$335M |
+$60.4M |
-$34.6M |
+$25.8M |
SCHD, SCHV, SPTL, SCHF, XOM
|
13F-HR |
11/14/2016, 05:13 PM |
Q2 2016 |
578 |
$307M |
+$90.3M |
-$41.6M |
+$48.8M |
SCHD, BSCH, SCHV, SPTL, SCHR
|
13F-HR |
8/12/2016, 03:27 PM |
Q1 2016 |
572 |
$254M |
+$41.1M |
-$70.8M |
-$29.7M |
BSCH, SPTL, SCHR, AAPL, XOM
|
13F-HR |
5/13/2016, 12:54 PM |
Q4 2015 |
543 |
$280M |
+$60M |
-$54.1M |
+$5.9M |
BSCH, SCHB, SCHG, AAPL, SCHD
|
13F-HR |
2/8/2016, 06:12 PM |
Q3 2015 |
513 |
$270M |
+$97.6M |
-$94.3M |
+$3.28M |
BSCH, SCHR, AAPL, T, XOM
|
13F-HR |
11/13/2015, 11:41 AM |
Q2 2015 |
623 |
$291M |
+$27.4M |
-$21.3M |
+$6.14M |
SCHB, SCHF, AAPL, SCHD, SCHZ
|
13F-HR |
8/14/2015, 12:49 PM |
Q1 2015 |
556 |
$288M |
+$36.1M |
-$18.3M |
+$17.8M |
SCHB, AAPL, SCHD, SCHF, RSP
|
13F-HR |
5/7/2015, 12:17 PM |
Q4 2014 |
521 |
$271M |
+$42M |
-$39.2M |
+$2.77M |
SCHB, AAPL, SCHD, XOM, RSP
|
13F-HR |
2/12/2015, 06:02 AM |
Q3 2014 |
527 |
$262M |
+$49.7M |
-$42.4M |
+$7.3M |
SCHB, SCHF, AAPL, XOM, T
|
13F-HR |
11/10/2014, 03:53 PM |
Q2 2014 |
481 |
$262M |
+$25.1M |
-$31.1M |
-$6.03M |
SCHB, SCHF, AAPL, T, XOM
|
13F-HR |
8/11/2014, 03:41 PM |
Q1 2014 |
493 |
$264M |
+$31.5M |
-$23.7M |
+$7.75M |
XOM, SCHB, SCHF, T, PFE
|
13F-HR |
5/12/2014, 09:39 PM |
Q4 2013 |
501 |
$255M |
$0 |
$0 |
|
XOM, SCHF, SCHB, AAPL, T
|
13F-HR |
2/14/2014, 02:28 PM |