Q3 2024 |
1,199 |
$2.43B |
+$61.9M |
-$37.5M |
+$24.4M |
IJH, IVV, AAPL, MSFT, NVDA
|
13F-HR |
10/25/2024, 08:22 AM |
Q2 2024 |
1,274 |
$2.27B |
+$160M |
-$51.8M |
+$108M |
IJH, IVV, AAPL, MSFT, NVDA
|
13F-HR |
8/6/2024, 08:09 AM |
Q1 2024 |
1,241 |
$2.2B |
+$184M |
-$39.8M |
+$144M |
IJH, IVV, MSFT, AAPL, IJR
|
13F-HR |
5/8/2024, 09:08 AM |
Q4 2023 |
1,176 |
$2.01B |
+$56.5M |
-$41.4M |
+$15M |
IJH, IVV, AAPL, MSFT, IJR
|
13F-HR |
1/26/2024, 02:34 PM |
Q3 2023 |
1,182 |
$1.8B |
+$33.7M |
-$33.9M |
-$158K |
IJH, IVV, AAPL, MSFT, IJR
|
13F-HR |
10/30/2023, 10:46 AM |
Q2 2023 |
1,225 |
$1.88B |
+$45.1M |
-$47.6M |
-$2.46M |
IJH, IVV, AAPL, MSFT, IJR
|
13F-HR |
8/4/2023, 03:58 PM |
Q1 2023 |
1,161 |
$1.76B |
+$28.1M |
-$41.5M |
-$13.4M |
IJH, IVV, AAPL, MSFT, IJR
|
13F-HR |
5/5/2023, 04:26 PM |
Q4 2022 |
1,145 |
$1.68B |
+$45.5M |
-$59.8M |
-$14.3M |
IJH, IVV, AAPL, MSFT, IJR
|
13F-HR |
2/10/2023, 07:51 AM |
Q3 2022 |
1,146 |
$1.58B |
+$78.7M |
-$40.4M |
+$38.3M |
IJH, IVV, AAPL, MSFT, IJR
|
13F-HR |
11/2/2022, 04:02 PM |
Q2 2022 |
1,136 |
$1.67B |
+$63.4M |
-$36.5M |
+$26.9M |
IJH, IVV, AAPL, MSFT, IJR
|
13F-HR |
7/21/2022, 02:49 PM |
Q1 2022 |
1,132 |
$1.97B |
+$61.2M |
-$59.9M |
+$1.33M |
IJH, IVV, AAPL, MSFT, IJR
|
13F-HR |
5/3/2022, 04:44 PM |
Q4 2021 |
1,228 |
$2.1B |
+$74.2M |
-$26M |
+$48.2M |
IJH, IVV, AAPL, MSFT, IJR
|
13F-HR |
2/11/2022, 12:24 PM |
Q3 2021 |
1,146 |
$1.89B |
+$53.7M |
-$33M |
+$20.7M |
IJH, IVV, AAPL, MSFT, IJR
|
13F-HR |
11/5/2021, 03:25 PM |
Q2 2021 |
1,152 |
$1.89B |
+$63M |
-$33M |
+$30.1M |
IJH, IVV, AAPL, MSFT, IJR
|
13F-HR |
8/6/2021, 06:20 PM |
Q1 2021 |
1,004 |
$1.74B |
+$37.3M |
-$44.1M |
-$6.71M |
IJH, IVV, AAPL, MSFT, MDY
|
13F-HR |
5/3/2021, 02:31 PM |
Q4 2020 |
970 |
$1.64B |
+$55.1M |
-$42.4M |
+$12.7M |
IJH, IVV, AAPL, MSFT, SPY
|
13F-HR |
2/3/2021, 09:03 AM |
Q3 2020 |
934 |
$1.46B |
+$89.6M |
-$29.9M |
+$59.7M |
IJH, IVV, AAPL, MSFT, SPY
|
13F-HR |
11/9/2020, 11:58 AM |
Q2 2020 |
908 |
$1.35B |
+$62.1M |
-$36.3M |
+$25.8M |
IJH, IVV, AAPL, MSFT, SPY
|
13F-HR |
8/12/2020, 10:56 AM |
Q1 2020 |
916 |
$1.1B |
+$47.2M |
-$28.8M |
+$18.5M |
IJH, IVV, MSFT, AAPL, SPY
|
13F-HR |
5/1/2020, 12:18 PM |
Q4 2019 |
832 |
$1.38B |
+$32.3M |
-$40.3M |
-$8.03M |
IJH, IVV, SPY, MDY, AAPL
|
13F-HR |
2/6/2020, 01:28 PM |
Q3 2019 |
837 |
$1.28B |
+$44.4M |
-$18.8M |
+$25.6M |
IJH, IVV, SPY, MDY, IJR
|
13F-HR |
11/1/2019, 09:45 AM |
Q2 2019 |
827 |
$1.24B |
+$47.5M |
-$22.7M |
+$24.8M |
IJH, IVV, MDY, SPY, IJR
|
13F-HR |
8/1/2019, 10:50 AM |
Q1 2019 |
773 |
$1.18B |
+$39.2M |
-$38.5M |
+$644K |
IJH, IVV, MDY, SPY, IJR
|
13F-HR |
5/6/2019, 09:05 AM |
Q4 2018 |
768 |
$1.04B |
+$44M |
-$49.2M |
-$5.29M |
IJH, IVV, SPY, MDY, IJR
|
13F-HR |
2/8/2019, 09:32 AM |
Q3 2018 |
769 |
$1.22B |
+$38.1M |
-$39.5M |
-$1.44M |
IJH, IVV, MDY, SPY, IJR
|
13F-HR |
11/7/2018, 11:26 AM |
Q2 2018 |
758 |
$1.15B |
+$57.6M |
-$66.3M |
-$8.68M |
IJH, MDY, IVV, SPY, IJR
|
13F-HR |
8/3/2018, 12:39 PM |
Q1 2018 |
832 |
$1.13B |
+$82.3M |
-$30.7M |
+$51.6M |
IJH, MDY, SPY, IVV, IJR
|
13F-HR |
5/4/2018, 01:53 PM |
Q4 2017 |
833 |
$1.1B |
+$36.4M |
-$42.2M |
-$5.83M |
IJH, MDY, SPY, IVV, IJR
|
13F-HR |
2/2/2018, 02:08 PM |
Q3 2017 |
811 |
$1.04B |
+$26.5M |
-$37.3M |
-$10.8M |
IJH, MDY, SPY, IVV, IJR
|
13F-HR |
11/3/2017, 01:49 PM |
Q2 2017 |
837 |
$1.02B |
+$26.2M |
-$37.5M |
-$11.2M |
IJH, MDY, SPY, IVV, IJR
|
13F-HR |
8/11/2017, 07:55 AM |
Q1 2017 |
824 |
$1B |
+$44.2M |
-$36M |
+$8.21M |
IJH, MDY, SPY, IVV, IJR
|
Restatement |
5/11/2017, 11:24 AM |
Q4 2016 |
847 |
$963M |
+$28.6M |
-$23.7M |
+$4.87M |
MDY, IJH, SPY, VCSH, IVV
|
13F-HR |
2/6/2017, 12:28 PM |
Q3 2016 |
832 |
$933M |
+$59.4M |
-$22M |
+$37.5M |
MDY, SPY, IJH, VCSH, IVV
|
13F-HR |
11/7/2016, 09:40 AM |
Q2 2016 |
904 |
$875M |
+$20.8M |
-$48.5M |
-$27.7M |
SPY, MDY, IJH, VCSH, IVV
|
13F-HR |
8/9/2016, 03:45 PM |
Q1 2016 |
945 |
$875M |
+$40.8M |
-$31.8M |
+$9.01M |
SPY, MDY, IJH, VCSH, IVV
|
13F-HR |
5/4/2016, 11:31 AM |
Q4 2015 |
922 |
$856M |
+$36.9M |
-$36.2M |
+$668K |
SPY, MDY, VCSH, IJH, IJR
|
13F-HR |
2/3/2016, 02:55 PM |
Q3 2015 |
956 |
$816M |
+$44.4M |
-$31M |
+$13.4M |
SPY, MDY, VCSH, IJH, IJR
|
13F-HR |
11/4/2015, 01:56 PM |
Q2 2015 |
961 |
$881M |
+$55.5M |
-$22.4M |
+$33.1M |
SPY, MDY, VCSH, IJH, IJR
|
13F-HR |
8/7/2015, 11:28 AM |
Q1 2015 |
876 |
$861M |
+$66M |
-$40.1M |
+$25.9M |
MDY, SPY, VCSH, IJH, AAPL
|
Restatement |
5/13/2015, 09:41 AM |
Q4 2014 |
796 |
$834M |
+$35.8M |
-$33.5M |
+$2.25M |
SPY, MDY, VCSH, AAPL, IJH
|
13F-HR |
1/30/2015, 02:03 PM |
Q3 2014 |
777 |
$811M |
+$39.8M |
-$15.4M |
+$24.4M |
SPY, MDY, VCSH, MSFT, AAPL
|
13F-HR |
11/14/2014, 05:17 PM |
Q2 2014 |
792 |
$795M |
+$163M |
-$25.3M |
+$138M |
MDY, SPY, VZ, AAPL, QCOM
|
13F-HR |
8/6/2014, 03:20 PM |
Q1 2014 |
745 |
$646M |
+$47.2M |
-$113M |
-$66.2M |
XOM, QCOM, MSFT, MCD, VZ
|
13F-HR |
5/15/2014, 09:24 AM |
Q4 2013 |
665 |
$709M |
$0 |
$0 |
|
MDY, SPY, XOM, MCD, QCOM
|
Restatement |
2/12/2014, 08:35 AM |