| Q1 2025 |
1,215 |
$2,378,010,422 |
+$82,719,380 |
-$67,685,808 |
+$15,033,572 |
IJH, IVV, AAPL, NVDA, MSFT
|
13F-HR |
12 May 2025, 15:45 |
| Q4 2024 |
1,208 |
$2,470,072,203 |
+$104,821,680 |
-$63,746,624 |
+$41,075,056 |
IJH, IVV, AAPL, NVDA, MSFT
|
13F-HR |
11 Feb 2025, 08:41 |
| Q3 2024 |
1,199 |
$2,429,229,680 |
+$61,915,559 |
-$37,502,351 |
+$24,413,208 |
IJH, IVV, AAPL, MSFT, NVDA
|
13F-HR |
25 Oct 2024, 08:22 |
| Q2 2024 |
1,274 |
$2,267,710,542 |
+$160,255,044 |
-$51,806,176 |
+$108,448,868 |
IJH, IVV, AAPL, MSFT, NVDA
|
13F-HR |
06 Aug 2024, 08:09 |
| Q1 2024 |
1,241 |
$2,195,382,287 |
+$183,570,031 |
-$39,815,386 |
+$143,754,645 |
IJH, IVV, MSFT, AAPL, IJR
|
13F-HR |
08 May 2024, 09:08 |
| Q4 2023 |
1,176 |
$2,009,251,802 |
+$56,464,844 |
-$41,431,287 |
+$15,033,557 |
IJH, IVV, AAPL, MSFT, IJR
|
13F-HR |
26 Jan 2024, 14:34 |
| Q3 2023 |
1,182 |
$1,798,220,873 |
+$33,719,709 |
-$33,877,281 |
-$157,572 |
IJH, IVV, AAPL, MSFT, IJR
|
13F-HR |
30 Oct 2023, 10:46 |
| Q2 2023 |
1,225 |
$1,877,018,440 |
+$45,122,796 |
-$47,584,292 |
-$2,461,496 |
IJH, IVV, AAPL, MSFT, IJR
|
13F-HR |
04 Aug 2023, 15:58 |
| Q1 2023 |
1,161 |
$1,761,041,289 |
+$28,074,258 |
-$41,500,650 |
-$13,426,392 |
IJH, IVV, AAPL, MSFT, IJR
|
13F-HR |
05 May 2023, 16:26 |
| Q4 2022 |
1,145 |
$1,682,102,912 |
+$45,521,188 |
-$59,839,059 |
-$14,317,871 |
IJH, IVV, AAPL, MSFT, IJR
|
13F-HR |
10 Feb 2023, 07:51 |
| Q3 2022 |
1,146 |
$1,575,952,000 |
+$78,715,452 |
-$40,431,030 |
+$38,284,422 |
IJH, IVV, AAPL, MSFT, IJR
|
13F-HR |
02 Nov 2022, 16:02 |
| Q2 2022 |
1,136 |
$1,665,083,000 |
+$63,400,990 |
-$36,453,768 |
+$26,947,222 |
IJH, IVV, AAPL, MSFT, IJR
|
13F-HR |
21 Jul 2022, 14:49 |
| Q1 2022 |
1,132 |
$1,967,846,000 |
+$61,232,881 |
-$59,899,918 |
+$1,332,963 |
IJH, IVV, AAPL, MSFT, IJR
|
13F-HR |
03 May 2022, 16:44 |
| Q4 2021 |
1,228 |
$2,095,771,000 |
+$74,224,919 |
-$26,039,486 |
+$48,185,433 |
IJH, IVV, AAPL, MSFT, IJR
|
13F-HR |
11 Feb 2022, 12:24 |
| Q3 2021 |
1,146 |
$1,888,222,000 |
+$53,679,588 |
-$32,986,512 |
+$20,693,076 |
IJH, IVV, AAPL, MSFT, IJR
|
13F-HR |
05 Nov 2021, 15:25 |
| Q2 2021 |
1,152 |
$1,886,673,000 |
+$63,035,570 |
-$32,982,233 |
+$30,053,337 |
IJH, IVV, AAPL, MSFT, IJR
|
13F-HR |
06 Aug 2021, 18:20 |
| Q1 2021 |
1,004 |
$1,735,330,000 |
+$37,346,657 |
-$44,052,125 |
-$6,705,468 |
IJH, IVV, AAPL, MSFT, MDY
|
13F-HR |
03 May 2021, 14:31 |
| Q4 2020 |
970 |
$1,644,394,000 |
+$55,089,675 |
-$42,418,075 |
+$12,671,600 |
IJH, IVV, AAPL, MSFT, SPY
|
13F-HR |
03 Feb 2021, 09:03 |
| Q3 2020 |
934 |
$1,464,700,000 |
+$89,609,305 |
-$29,946,623 |
+$59,662,682 |
IJH, IVV, AAPL, MSFT, SPY
|
13F-HR |
09 Nov 2020, 11:58 |
| Q2 2020 |
908 |
$1,346,554,000 |
+$62,130,135 |
-$36,293,242 |
+$25,836,893 |
IJH, IVV, AAPL, MSFT, SPY
|
13F-HR |
12 Aug 2020, 10:56 |
| Q1 2020 |
916 |
$1,104,851,000 |
+$47,233,691 |
-$28,767,527 |
+$18,466,164 |
IJH, IVV, MSFT, AAPL, SPY
|
13F-HR |
01 May 2020, 12:18 |
| Q4 2019 |
832 |
$1,375,287,000 |
+$32,317,080 |
-$40,347,415 |
-$8,030,335 |
IJH, IVV, SPY, MDY, AAPL
|
13F-HR |
06 Feb 2020, 13:28 |
| Q3 2019 |
837 |
$1,280,326,000 |
+$44,422,641 |
-$18,792,648 |
+$25,629,993 |
IJH, IVV, SPY, MDY, IJR
|
13F-HR |
01 Nov 2019, 09:45 |
| Q2 2019 |
827 |
$1,243,309,000 |
+$47,472,126 |
-$22,708,912 |
+$24,763,214 |
IJH, IVV, MDY, SPY, IJR
|
13F-HR |
01 Aug 2019, 10:50 |
| Q1 2019 |
773 |
$1,178,609,000 |
+$39,168,772 |
-$38,524,873 |
+$643,899 |
IJH, IVV, MDY, SPY, IJR
|
13F-HR |
06 May 2019, 09:05 |
| Q4 2018 |
768 |
$1,043,596,000 |
+$43,960,007 |
-$49,246,299 |
-$5,286,292 |
IJH, IVV, SPY, MDY, IJR
|
13F-HR |
08 Feb 2019, 09:32 |
| Q3 2018 |
769 |
$1,220,555,000 |
+$38,078,736 |
-$39,514,128 |
-$1,435,392 |
IJH, IVV, MDY, SPY, IJR
|
13F-HR |
07 Nov 2018, 11:26 |
| Q2 2018 |
758 |
$1,152,079,000 |
+$57,642,407 |
-$66,322,850 |
-$8,680,443 |
IJH, MDY, IVV, SPY, IJR
|
13F-HR |
03 Aug 2018, 12:39 |
| Q1 2018 |
832 |
$1,129,741,000 |
+$82,295,697 |
-$30,690,127 |
+$51,605,570 |
IJH, MDY, SPY, IVV, IJR
|
13F-HR |
04 May 2018, 13:53 |
| Q4 2017 |
833 |
$1,095,728,000 |
+$36,377,587 |
-$42,211,774 |
-$5,834,187 |
IJH, MDY, SPY, IVV, IJR
|
13F-HR |
02 Feb 2018, 14:08 |
| Q3 2017 |
811 |
$1,043,886,000 |
+$26,513,074 |
-$37,266,719 |
-$10,753,645 |
IJH, MDY, SPY, IVV, IJR
|
13F-HR |
03 Nov 2017, 13:49 |
| Q2 2017 |
837 |
$1,018,306,000 |
+$26,243,247 |
-$37,464,758 |
-$11,221,511 |
IJH, MDY, SPY, IVV, IJR
|
13F-HR |
11 Aug 2017, 07:55 |
| Q1 2017 |
824 |
$1,004,233,000 |
+$44,181,452 |
-$35,972,083 |
+$8,209,369 |
IJH, MDY, SPY, IVV, IJR
|
Restatement |
11 May 2017, 11:24 |
| Q4 2016 |
847 |
$962,881,000 |
+$28,574,032 |
-$23,699,757 |
+$4,874,275 |
MDY, IJH, SPY, VCSH, IVV
|
13F-HR |
06 Feb 2017, 12:28 |
| Q3 2016 |
832 |
$933,081,000 |
+$59,427,463 |
-$21,951,556 |
+$37,475,907 |
MDY, SPY, IJH, VCSH, IVV
|
13F-HR |
07 Nov 2016, 09:40 |
| Q2 2016 |
904 |
$874,819,000 |
+$20,825,449 |
-$48,482,491 |
-$27,657,042 |
SPY, MDY, IJH, VCSH, IVV
|
13F-HR |
09 Aug 2016, 15:45 |
| Q1 2016 |
945 |
$874,919,000 |
+$40,823,823 |
-$31,810,936 |
+$9,012,887 |
SPY, MDY, IJH, VCSH, IVV
|
13F-HR |
04 May 2016, 11:31 |
| Q4 2015 |
922 |
$855,706,000 |
+$36,853,891 |
-$36,186,033 |
+$667,858 |
SPY, MDY, VCSH, IJH, IJR
|
13F-HR |
03 Feb 2016, 14:55 |
| Q3 2015 |
956 |
$815,908,000 |
+$44,390,503 |
-$30,983,940 |
+$13,406,563 |
SPY, MDY, VCSH, IJH, IJR
|
13F-HR |
04 Nov 2015, 13:56 |
| Q2 2015 |
961 |
$881,380,000 |
+$55,517,525 |
-$22,378,823 |
+$33,138,702 |
SPY, MDY, VCSH, IJH, IJR
|
13F-HR |
07 Aug 2015, 11:28 |
| Q1 2015 |
876 |
$861,180,000 |
+$65,996,049 |
-$40,111,114 |
+$25,884,935 |
MDY, SPY, VCSH, IJH, AAPL
|
Restatement |
13 May 2015, 09:41 |
| Q4 2014 |
796 |
$833,766,000 |
+$35,766,588 |
-$33,515,905 |
+$2,250,683 |
SPY, MDY, VCSH, AAPL, IJH
|
13F-HR |
30 Jan 2015, 14:03 |
| Q3 2014 |
777 |
$810,865,000 |
+$39,819,660 |
-$15,437,225 |
+$24,382,435 |
SPY, MDY, VCSH, MSFT, AAPL
|
13F-HR |
14 Nov 2014, 17:17 |
| Q2 2014 |
792 |
$795,389,000 |
+$163,238,969 |
-$25,317,348 |
+$137,921,621 |
MDY, SPY, VZ, AAPL, QCOM
|
13F-HR |
06 Aug 2014, 15:20 |
| Q1 2014 |
745 |
$645,760,000 |
+$47,191,718 |
-$113,395,561 |
-$66,203,843 |
XOM, QCOM, MSFT, MCD, VZ
|
13F-HR |
15 May 2014, 09:24 |
| Q4 2013 |
665 |
$709,278,000 |
$0 |
$0 |
$0 |
MDY, SPY, XOM, MCD, QCOM
|
Restatement |
12 Feb 2014, 08:35 |