Q3 2024 |
311 |
$1.95B |
+$151M |
-$132M |
+$18.6M |
IVV, AAPL, IVW, MSFT, IVE
|
13F-HR |
11/12/2024, 09:33 AM |
Q2 2024 |
303 |
$1.87B |
+$203M |
-$108M |
+$95.4M |
IVV, AAPL, IVW, MSFT, NVDA
|
13F-HR |
7/25/2024, 05:12 PM |
Q1 2024 |
309 |
$1.77B |
+$164M |
-$102M |
+$62.3M |
IVV, AAPL, IVE, MSFT, IVW
|
13F-HR |
5/8/2024, 10:24 AM |
Q4 2023 |
313 |
$1.59B |
+$242M |
-$123M |
+$119M |
AAPL, IVV, IVE, MSFT, IVW
|
13F-HR |
1/31/2024, 03:43 PM |
Q3 2023 |
323 |
$1.32B |
+$157M |
-$129M |
+$27.5M |
AAPL, IVV, MSFT, IVW, GOOGL
|
13F-HR |
10/25/2023, 09:53 PM |
Q2 2023 |
312 |
$1.36B |
+$43.6M |
-$59.3M |
-$15.7M |
AAPL, IVV, MSFT, IVW, GOOGL
|
13F-HR |
7/28/2023, 02:10 PM |
Q1 2023 |
312 |
$1.28B |
+$140M |
-$223M |
-$83.2M |
IVV, AAPL, MSFT, IVW, GOOGL
|
13F-HR |
5/3/2023, 09:43 PM |
Q4 2022 |
314 |
$1.28B |
+$135M |
-$77.7M |
+$57.6M |
IVV, AAPL, HDV, MSFT, ENPH
|
13F-HR |
1/25/2023, 08:29 PM |
Q3 2022 |
309 |
$1.16B |
+$148M |
-$43.7M |
+$104M |
IVV, AAPL, MSFT, ENPH, HDV
|
13F-HR |
10/24/2022, 09:18 AM |
Q2 2022 |
320 |
$1.13B |
+$106M |
-$74.7M |
+$30.9M |
IVV, AAPL, MSFT, ENPH, IWV
|
13F-HR |
8/1/2022, 10:33 AM |
Q1 2022 |
334 |
$1.34B |
+$159M |
-$117M |
+$41.6M |
IVV, AAPL, MSFT, GOOGL, IWV
|
13F-HR |
5/3/2022, 09:52 AM |
Q4 2021 |
324 |
$1.37B |
+$88.2M |
-$43.9M |
+$44.4M |
IVV, AAPL, MSFT, ENPH, GOOGL
|
13F-HR |
2/1/2022, 09:11 AM |
Q3 2021 |
309 |
$1.24B |
+$54M |
-$63.1M |
-$9.09M |
IVV, AAPL, MSFT, PTON, GOOGL
|
13F-HR |
10/26/2021, 08:37 AM |
Q2 2021 |
313 |
$1.28B |
+$84.6M |
-$112M |
-$27M |
IVV, AAPL, PTON, MSFT, ENPH
|
13F-HR |
7/22/2021, 06:15 AM |
Q1 2021 |
288 |
$1.21B |
+$165M |
-$96.2M |
+$68.4M |
IVV, AAPL, PTON, MSFT, ENPH
|
13F-HR |
4/12/2021, 10:34 AM |
Q4 2020 |
280 |
$1.1B |
+$197M |
-$67.1M |
+$130M |
IVV, AAPL, MSFT, ENPH, AMZN
|
13F-HR |
1/27/2021, 10:54 AM |
Q3 2020 |
257 |
$874M |
+$123M |
-$75.4M |
+$48.1M |
IVV, AAPL, MSFT, AMZN, IWV
|
13F-HR |
10/26/2020, 11:13 AM |
Q2 2020 |
262 |
$801M |
+$103M |
-$96M |
+$6.74M |
IVV, AAPL, MSFT, AMZN, IWV
|
13F-HR |
7/27/2020, 11:13 AM |
Q1 2020 |
237 |
$656M |
+$80M |
-$126M |
-$46M |
IVV, AAPL, MSFT, AMZN, IWV
|
13F-HR |
4/28/2020, 05:22 PM |
Q4 2019 |
238 |
$849M |
+$66.5M |
-$28.5M |
+$38.1M |
IVV, AAPL, AGG, MSFT, IWV
|
13F-HR |
1/15/2020, 11:21 AM |
Q3 2019 |
231 |
$748M |
+$42M |
-$45.7M |
-$3.71M |
IVV, AAPL, IWV, MSFT, GOOGL
|
13F-HR |
10/21/2019, 10:38 AM |
Q2 2019 |
237 |
$741M |
+$54.2M |
-$41.8M |
+$12.5M |
IVV, IWV, AAPL, MSFT, AMZN
|
13F-HR |
8/7/2019, 12:26 PM |
Q1 2019 |
230 |
$700M |
+$90.2M |
-$134M |
-$44M |
IVV, IWV, AAPL, IVE, MSFT
|
13F-HR |
4/12/2019, 10:07 AM |
Q4 2018 |
231 |
$664M |
+$116M |
-$152M |
-$35.5M |
IVV, IWV, AAPL, IVW, IVE
|
13F-HR |
1/24/2019, 01:08 PM |
Q3 2018 |
216 |
$803M |
+$43.6M |
-$88.6M |
-$45M |
IVV, AAPL, IWV, IVW, MSFT
|
13F-HR |
10/22/2018, 01:21 PM |
Q2 2018 |
211 |
$802M |
+$51.3M |
-$58.3M |
-$6.99M |
IVV, IEFA, IVW, AAPL, MSFT
|
13F-HR |
7/17/2018, 02:41 PM |
Q1 2018 |
217 |
$798M |
+$104M |
-$69.4M |
+$34.8M |
IVV, IEFA, IVW, AAPL, MSFT
|
13F-HR |
4/13/2018, 12:25 PM |
Q4 2017 |
223 |
$771M |
+$96.9M |
-$82M |
+$14.9M |
IVV, IEFA, AAPL, IVW, MSFT
|
13F-HR |
2/13/2018, 12:44 PM |
Q3 2017 |
223 |
$718M |
+$65.3M |
-$79M |
-$13.6M |
IVV, IEFA, AAPL, IVW, MSFT
|
13F-HR |
10/25/2017, 02:40 PM |
Q2 2017 |
227 |
$707M |
+$62M |
-$42.8M |
+$19.2M |
IVV, AAPL, CCD, IEFA, IVW
|
13F-HR |
8/9/2017, 05:09 PM |
Q1 2017 |
234 |
$669M |
+$108M |
-$89.1M |
+$19.4M |
IVV, AAPL, CCD, IEFA, AGG
|
13F-HR |
4/20/2017, 02:41 PM |
Q4 2016 |
221 |
$621M |
+$105M |
-$67.3M |
+$37.3M |
IVV, AAPL, CCD, IEFA, AGG
|
13F-HR |
2/6/2017, 10:29 AM |
Q3 2016 |
218 |
$578M |
+$60M |
-$61.3M |
-$1.25M |
CCD, IVV, AAPL, EFAV, AGG
|
13F-HR |
11/14/2016, 09:20 AM |
Q2 2016 |
237 |
$562M |
+$110M |
-$67.8M |
+$42.7M |
CCD, AAPL, IVV, CFGE, MSFT
|
13F-HR |
7/26/2016, 03:03 PM |
Q1 2016 |
239 |
$514M |
+$72.5M |
-$52M |
+$20.6M |
CCD, AAPL, CFGE, MSFT, GOOGL
|
13F-HR |
4/25/2016, 04:04 PM |
Q4 2015 |
254 |
$498M |
+$111M |
-$47.4M |
+$63.5M |
AAPL, CFGE, CCD, MSFT, GOOGL
|
13F-HR |
2/5/2016, 11:34 AM |
Q3 2015 |
245 |
$417M |
+$119M |
-$46.5M |
+$72.5M |
AAPL, MSFT, RPG, WFC, JPM
|
13F-HR |
11/10/2015, 01:19 PM |
Q2 2015 |
223 |
$367M |
+$70.9M |
-$103M |
-$32M |
AAPL, MSFT, WFC, RPG, JPM
|
13F-HR |
8/14/2015, 05:32 PM |
Q1 2015 |
231 |
$400M |
+$158M |
-$53.2M |
+$105M |
AAPL, MSFT, RPG, WFC, IVE
|
13F-HR |
5/12/2015, 10:26 AM |
Q4 2014 |
210 |
$291M |
+$54.4M |
-$120M |
-$65.3M |
AAPL, MSFT, WFC, JNJ, JPM
|
13F-HR |
2/13/2015, 03:00 PM |
Q3 2014 |
218 |
$346M |
+$51M |
-$50.1M |
+$883K |
AAPL, JNJ, GOOGL, JPM, WFC
|
13F-HR |
11/14/2014, 11:15 AM |
Q2 2014 |
218 |
$351M |
+$78.4M |
-$59.9M |
+$18.4M |
AAPL, ETN, WFC, JPM, CLR
|
13F-HR |
8/14/2014, 03:07 PM |
Q1 2014 |
205 |
$338M |
+$60.2M |
-$48.5M |
+$11.7M |
AAPL, AMZN, WFC, JPM, ETN
|
13F-HR |
5/16/2014, 06:02 AM |
Q4 2013 |
208 |
$326M |
$0 |
$0 |
|
AAPL, AMZN, WFC, ETN, MA
|
13F-HR |
2/14/2014, 11:20 AM |