Q3 2024 |
1,052 |
$12.1B |
+$327M |
-$406M |
-$79M |
VOO, IVV, BSV, AAPL, IEFA
|
13F-HR |
11/12/2024, 10:31 AM |
Q2 2024 |
1,023 |
$11.6B |
+$395M |
-$904M |
-$509M |
VOO, IVV, BSV, AAPL, IEFA
|
13F-HR |
8/14/2024, 04:06 PM |
Q1 2024 |
1,069 |
$12.1B |
+$492M |
-$1.14B |
-$646M |
VOO, IVV, BSV, IEFA, AAPL
|
13F-HR |
5/15/2024, 01:23 PM |
Q4 2023 |
1,056 |
$12B |
+$1.42B |
-$6.06B |
-$4.64B |
VOO, IVV, BSV, AAPL, IEFA
|
13F-HR |
2/14/2024, 01:49 PM |
Q3 2023 |
830 |
$15.3B |
+$243M |
-$2.64B |
-$2.4B |
VOO, BSV, IEFA, IVV, AAPL
|
13F-HR |
11/14/2023, 02:01 PM |
Q2 2023 |
885 |
$18.3B |
+$498M |
-$813M |
-$315M |
VOO, BSV, IEFA, IVV, GOVT
|
13F-HR |
8/14/2023, 05:24 PM |
Q1 2023 |
958 |
$17.9B |
+$517M |
-$1.27B |
-$754M |
VOO, BSV, IEFA, IVV, GOVT
|
Restatement |
8/14/2023, 05:39 PM |
Q4 2022 |
1,033 |
$17.8B |
+$733M |
-$981M |
-$248M |
VOO, BSV, IEFA, IVV, GOVT
|
13F-HR |
2/14/2023, 05:40 PM |
Q3 2022 |
1,083 |
$16.9B |
+$1.69B |
-$1.62B |
+$73M |
VOO, BSV, IVV, GOVT, IEFA
|
13F-HR |
11/14/2022, 04:56 PM |
Q2 2022 |
1,119 |
$18.2B |
+$893M |
-$493M |
+$400M |
VOO, AGG, IVV, GOVT, IEFA
|
13F-HR |
8/11/2022, 04:10 PM |
Q1 2022 |
1,154 |
$20.6B |
+$930M |
-$799M |
+$132M |
VOO, AGG, IVV, AAPL, IEFA
|
13F-HR |
5/16/2022, 10:13 AM |
Q4 2021 |
1,195 |
$21.7B |
+$823M |
-$503M |
+$320M |
VOO, AGG, IVV, AAPL, GOVT
|
13F-HR |
2/14/2022, 02:30 PM |
Q3 2021 |
1,191 |
$20B |
+$781M |
-$433M |
+$348M |
AGG, VOO, GOVT, IVV, IEFA
|
13F-HR |
11/12/2021, 05:35 PM |
Q2 2021 |
1,207 |
$19.7B |
+$1.12B |
-$582M |
+$539M |
AGG, VOO, GOVT, IVV, IEFA
|
13F-HR |
8/13/2021, 04:57 PM |
Q1 2021 |
1,177 |
$18.1B |
+$1.4B |
-$546M |
+$852M |
AGG, GOVT, IVV, IEFA, VOO
|
13F-HR |
5/14/2021, 03:09 PM |
Q4 2020 |
1,181 |
$16.6B |
+$1.11B |
-$1.28B |
-$164M |
GOVT, AAPL, AGG, IVV, IEFA
|
13F-HR |
2/16/2021, 08:44 PM |
Q3 2020 |
1,149 |
$15.3B |
+$2B |
-$836M |
+$1.17B |
GOVT, AAPL, IVV, IEFA, AGG
|
13F-HR |
11/13/2020, 01:09 PM |
Q2 2020 |
1,179 |
$13.7B |
+$788M |
-$1.08B |
-$296M |
GOVT, IVV, AAPL, VUG, IEFA
|
13F-HR |
8/13/2020, 02:20 PM |
Q1 2020 |
1,176 |
$12.1B |
+$1.19B |
-$1.66B |
-$469M |
GOVT, IVV, AAPL, VUG, IEFA
|
Restatement |
8/11/2020, 11:20 AM |
Q4 2019 |
1,350 |
$15.5B |
+$1.17B |
-$821M |
+$348M |
GOVT, IVV, AAPL, VUG, VTV
|
13F-HR |
2/14/2020, 02:17 PM |
Q3 2019 |
1,292 |
$14.3B |
+$828M |
-$1.96B |
-$1.14B |
GOVT, IVV, VUG, VTV, AAPL
|
Restatement |
2/14/2020, 03:06 PM |
Q2 2019 |
1,438 |
$15.2B |
+$1.46B |
-$811M |
+$651M |
GOVT, IVV, IEFA, VUG, IGIB
|
13F-HR |
8/13/2019, 03:42 PM |
Q1 2019 |
1,328 |
$14.2B |
+$1.4B |
-$1.11B |
+$282M |
GOVT, IVV, IEFA, VUG, VTV
|
13F-HR |
5/14/2019, 03:40 PM |
Q4 2018 |
1,281 |
$12.6B |
+$1.21B |
-$1.2B |
+$4.91M |
GOVT, SHY, IVV, IEFA, VTV
|
13F-HR |
2/14/2019, 12:44 PM |
Q3 2018 |
1,326 |
$14.2B |
+$1.65B |
-$1.27B |
+$384M |
GOVT, IVV, AAPL, VUG, IEFA
|
13F-HR |
11/14/2018, 02:48 PM |
Q2 2018 |
1,301 |
$13.4B |
+$1.19B |
-$1.08B |
+$108M |
GOVT, IVV, IEFA, NEAR, VUG
|
13F-HR |
8/14/2018, 10:47 AM |
Q1 2018 |
1,306 |
$13.1B |
+$1.39B |
-$720M |
+$674M |
GOVT, IEFA, IVV, VUG, AAPL
|
13F-HR |
5/15/2018, 12:35 PM |
Q4 2017 |
1,307 |
$12.7B |
+$1.01B |
-$603M |
+$403M |
GOVT, IVV, IEFA, VTV, VUG
|
13F-HR |
2/13/2018, 03:41 PM |
Q3 2017 |
1,307 |
$11.8B |
+$836M |
-$546M |
+$290M |
GOVT, IVV, IEFA, IGIB, VUG
|
13F-HR |
11/14/2017, 12:07 PM |
Q2 2017 |
1,269 |
$11.1B |
+$920M |
-$723M |
+$197M |
GOVT, IVV, IEFA, IGIB, VUG
|
13F-HR |
8/11/2017, 07:08 PM |
Q1 2017 |
1,236 |
$10.7B |
+$900M |
-$884M |
+$16.2M |
GOVT, IVV, IEFA, AAPL, IGIB
|
13F-HR |
5/12/2017, 04:12 PM |
Q4 2016 |
1,249 |
$10.3B |
+$1.29B |
-$1.38B |
-$83.4M |
IVV, GOVT, NEAR, IEFA, IGIB
|
13F-HR |
2/14/2017, 06:49 PM |
Q3 2016 |
1,254 |
$10.3B |
+$1.88B |
-$1.36B |
+$519M |
IVV, GOVT, IEFA, IGIB, NEAR
|
13F-HR |
11/14/2016, 10:49 AM |
Q2 2016 |
1,239 |
$9.5B |
+$1.2B |
-$819M |
+$377M |
NEAR, IVV, IEFA, AGG, VTV
|
13F-HR |
8/15/2016, 03:12 PM |
Q1 2016 |
1,213 |
$9.06B |
+$1.13B |
-$834M |
+$294M |
NEAR, SHYG, IVV, IEFA, AAPL
|
13F-HR |
5/11/2016, 03:29 PM |
Q4 2015 |
1,204 |
$8.68B |
+$1.37B |
-$1.21B |
+$166M |
NEAR, SHYG, IVV, AAPL, IEFA
|
13F-HR |
2/11/2016, 04:07 PM |
Q3 2015 |
1,239 |
$8.32B |
+$1.54B |
-$1.24B |
+$299M |
NEAR, IGSB, SHYG, AAPL, BIL
|
13F-HR |
11/12/2015, 05:53 PM |
Q2 2015 |
1,250 |
$8.61B |
+$1.3B |
-$674M |
+$622M |
IGSB, NEAR, AAPL, IVV, IEFA
|
13F-HR |
8/11/2015, 02:45 PM |
Q1 2015 |
1,236 |
$8.08B |
+$1.86B |
-$490M |
+$1.37B |
AAPL, IGSB, BSJF, IEFA, IVV
|
13F-HR |
5/14/2015, 02:52 PM |
Q4 2014 |
1,148 |
$6.65B |
$0 |
$0 |
|
AAPL, BSJF, IVV, MINT, IEFA
|
New Holdings |
3/18/2015, 03:19 PM |
Q4 2014 |
1,148 |
$6.65B |
+$1.49B |
-$697M |
+$793M |
AAPL, BSJF, IVV, MINT, IEFA
|
13F-HR |
2/13/2015, 02:59 PM |
Q3 2014 |
1,098 |
$5.72B |
+$980M |
-$520M |
+$460M |
AAPL, BSJF, IVV, VTI, BSJE
|
13F-HR |
11/12/2014, 06:29 PM |
Q2 2014 |
778 |
$5.36B |
+$1.23B |
-$588M |
+$639M |
AAPL, EFA, IVW, IVV, IVE
|
13F-HR |
8/12/2014, 06:59 PM |
Q1 2014 |
925 |
$4.66B |
+$1.95B |
-$186M |
+$1.77B |
AAPL, XLF, IYW, IYE, XLB
|
13F-HR |
5/14/2014, 03:47 PM |
Q4 2013 |
636 |
$2.88B |
$0 |
$0 |
|
AAPL, SCHB, IVV, IYW, IYJ
|
Restatement |
2/20/2014, 03:58 PM |