Q3 2024 |
1,205 |
$3.26B |
+$183M |
-$228M |
-$44.2M |
IVV, AAPL, NVDA, QQQ, MSFT
|
13F-HR |
11/1/2024, 05:50 PM |
Q2 2024 |
1,178 |
$3.15B |
+$240M |
-$265M |
-$25.1M |
IVV, AAPL, NVDA, QQQ, MSFT
|
13F-HR |
8/5/2024, 05:31 PM |
Q1 2024 |
1,215 |
$3.18B |
+$1.84B |
-$24.3M |
+$1.82B |
IVV, AAPL, QQQ, MSFT, AMZN
|
13F-HR |
5/1/2024, 05:40 PM |
Q4 2023 |
840 |
$1.28B |
+$52.5M |
-$1.68B |
-$1.62B |
IVV, AAPL, QQQ, MSFT, AMZN
|
13F-HR |
2/1/2024, 12:41 PM |
Q3 2023 |
1,188 |
$2.67B |
+$181M |
-$190M |
-$9.74M |
IVV, AAPL, MSFT, QQQ, AMZN
|
13F-HR |
11/6/2023, 12:02 PM |
Q2 2023 |
1,199 |
$2.78B |
+$156M |
-$527M |
-$371M |
AAPL, IVV, MSFT, QQQ, AMZN
|
13F-HR |
8/1/2023, 06:20 PM |
Q1 2023 |
1,293 |
$3.01B |
+$271M |
-$201M |
+$69.8M |
AAPL, IVV, MSFT, QQQ, DGRO
|
13F-HR |
5/5/2023, 05:48 PM |
Q4 2022 |
1,258 |
$2.8B |
+$216M |
-$195M |
+$20.2M |
IVV, AAPL, DGRO, MSFT, QQQ
|
13F-HR |
1/24/2023, 03:43 PM |
Q3 2022 |
1,251 |
$2.61B |
+$230M |
-$181M |
+$48.9M |
AAPL, IVV, AMZN, DGRO, MSFT
|
13F-HR |
11/10/2022, 05:17 PM |
Q2 2022 |
1,275 |
$2.75B |
+$262M |
-$311M |
-$49M |
AAPL, IVV, DGRO, MSFT, AMZN
|
13F-HR |
8/11/2022, 11:35 AM |
Q1 2022 |
1,346 |
$3.33B |
+$327M |
-$374M |
-$46.6M |
AAPL, IVV, MSFT, AMZN, DGRO
|
13F-HR |
4/20/2022, 02:51 PM |
Q4 2021 |
1,361 |
$3.57B |
+$297M |
-$223M |
+$74.7M |
AAPL, IVV, MSFT, QQQ, AMZN
|
13F-HR |
2/2/2022, 09:40 AM |
Q3 2021 |
1,353 |
$3.29B |
+$317M |
-$287M |
+$30.6M |
AAPL, IVV, AMZN, MSFT, SPY
|
13F-HR |
10/28/2021, 11:28 AM |
Q2 2021 |
1,388 |
$3.33B |
+$383M |
-$335M |
+$48M |
AAPL, IVV, AMZN, MSFT, QQQ
|
13F-HR |
8/13/2021, 02:23 PM |
Q1 2021 |
1,301 |
$3.11B |
+$455M |
-$340M |
+$116M |
AAPL, IVV, SPY, AMZN, MSFT
|
13F-HR |
5/6/2021, 04:22 PM |
Q4 2020 |
1,171 |
$2.89B |
+$390M |
-$223M |
+$167M |
AAPL, IVV, SPY, AMZN, LQD
|
13F-HR |
2/9/2021, 12:16 PM |
Q3 2020 |
1,046 |
$2.51B |
+$403M |
-$235M |
+$167M |
AAPL, IVV, SPY, AMZN, LQD
|
13F-HR |
11/3/2020, 03:11 PM |
Q2 2020 |
1,042 |
$2.27B |
+$414M |
-$120M |
+$294M |
AAPL, IVV, AMZN, SPY, QQQ
|
13F-HR |
7/31/2020, 03:05 PM |
Q1 2020 |
904 |
$1.68B |
+$160M |
-$361M |
-$201M |
IVV, AAPL, USMV, QQQ, AMZN
|
13F-HR |
5/1/2020, 03:26 PM |
Q4 2019 |
1,035 |
$2.27B |
+$252M |
-$183M |
+$69M |
IVV, AAPL, USMV, IVW, AGG
|
13F-HR |
2/3/2020, 03:18 PM |
Q3 2019 |
987 |
$2.08B |
+$263M |
-$142M |
+$121M |
IVV, AAPL, IVW, USMV, SPLV
|
13F-HR |
11/1/2019, 10:51 AM |
Q2 2019 |
975 |
$1.94B |
+$248M |
-$120M |
+$128M |
IVV, AAPL, IVW, SPLV, USMV
|
13F-HR |
8/1/2019, 04:16 PM |
Q1 2019 |
929 |
$1.76B |
+$358M |
-$123M |
+$235M |
IVV, AAPL, IJH, IVW, AGG
|
13F-HR |
5/1/2019, 03:36 PM |
Q4 2018 |
835 |
$1.36B |
+$124M |
-$227M |
-$103M |
IVV, IJH, AAPL, IVW, IJR
|
13F-HR |
1/31/2019, 04:06 PM |
Q3 2018 |
928 |
$1.69B |
+$226M |
-$105M |
+$121M |
IVV, AAPL, IJH, IVW, IJR
|
13F-HR |
11/7/2018, 10:26 AM |
Q2 2018 |
898 |
$1.49B |
+$210M |
-$109M |
+$101M |
IVV, IJH, IVW, IJR, AAPL
|
13F-HR |
8/2/2018, 01:20 PM |
Q1 2018 |
854 |
$1.36B |
+$182M |
-$91.1M |
+$91M |
IVV, IJH, IVW, AAPL, IJR
|
13F-HR |
5/11/2018, 10:25 AM |
Q4 2017 |
848 |
$1.29B |
+$136M |
-$97.8M |
+$38M |
IVV, IJH, AAPL, IVW, IJR
|
13F-HR |
2/7/2018, 10:33 AM |
Q3 2017 |
839 |
$1.2B |
+$184M |
-$80.2M |
+$104M |
IVV, IJH, AAPL, IVW, IJR
|
13F-HR |
11/6/2017, 04:03 PM |
Q2 2017 |
789 |
$1.06B |
+$108M |
-$94M |
+$14.3M |
IVV, IJH, AAPL, IJR, AGG
|
13F-HR |
8/2/2017, 02:45 PM |
Q1 2017 |
776 |
$1.03B |
+$179M |
-$90.3M |
+$88.6M |
IVV, IJH, AAPL, ITOT, AGG
|
13F-HR |
4/24/2017, 03:38 PM |
Q4 2016 |
731 |
$913M |
+$160M |
-$93.6M |
+$66.4M |
IVV, IJH, AAPL, IUSG, IJR
|
13F-HR |
1/23/2017, 09:18 AM |
Q3 2016 |
734 |
$837M |
+$134M |
-$64.1M |
+$70.3M |
IVV, IJH, AAPL, AGG, IVW
|
13F-HR |
11/7/2016, 07:52 AM |
Q2 2016 |
689 |
$765M |
+$127M |
-$114M |
+$12.9M |
IVV, IJH, AGG, AAPL, ITOT
|
13F-HR |
7/22/2016, 02:47 PM |
Q1 2016 |
695 |
$730M |
+$123M |
-$115M |
+$7.76M |
IVV, AGG, AAPL, IJH, PFF
|
13F-HR |
4/18/2016, 02:46 PM |
Q4 2015 |
686 |
$711M |
+$133M |
-$68.5M |
+$64.7M |
IVV, IJH, AAPL, AGG, IVW
|
13F-HR |
1/20/2016, 09:08 AM |
Q3 2015 |
662 |
$627M |
+$84.7M |
-$130M |
-$45.1M |
IVV, IJH, AAPL, FLOT, AGG
|
13F-HR |
11/2/2015, 10:33 AM |
Q2 2015 |
707 |
$724M |
+$84.1M |
-$101M |
-$16.5M |
IVV, AAPL, IJH, AGG, FLOT
|
13F-HR |
7/14/2015, 10:57 AM |
Q1 2015 |
752 |
$755M |
+$124M |
-$128M |
-$4.3M |
IVV, AAPL, AGG, IJH, VQT
|
13F-HR |
4/23/2015, 10:24 AM |
Q4 2014 |
717 |
$756M |
$0 |
$0 |
|
IVV, AAPL, ITOT, VQT, AGG
|
13F-HR |
2/13/2015, 08:48 AM |