Q1 2023 |
81 |
$372M |
+$1.73M |
-$1.55M |
+$182K |
IVV, IWR, IWM, AAPL, XLK
|
13F-HR |
4/5/2023, 10:41 AM |
Q4 2022 |
82 |
$353M |
+$3.49M |
-$2.6M |
+$891K |
IVV, IWM, IWR, AAPL, XLE
|
13F-HR |
1/10/2023, 10:55 AM |
Q3 2022 |
81 |
$324M |
+$10.2M |
-$1.1M |
+$9.05M |
IVV, IWM, IWR, AAPL, XLF
|
13F-HR |
10/5/2022, 09:31 AM |
Q2 2022 |
83 |
$338M |
+$12.6M |
-$2.16M |
+$10.4M |
IVV, IWM, IWR, AAPL, XLF
|
13F-HR |
7/5/2022, 10:48 AM |
Q1 2022 |
87 |
$397M |
+$9.17M |
-$1.14M |
+$8.02M |
IVV, IWM, IWR, AAPL, XLF
|
13F-HR |
4/1/2022, 06:46 PM |
Q4 2021 |
81 |
$407M |
+$4.49M |
-$4.4M |
+$82.9K |
IVV, IWM, IWR, AAPL, XLK
|
13F-HR |
1/4/2022, 04:23 PM |
Q3 2021 |
84 |
$376M |
+$6.17M |
-$3.68M |
+$2.49M |
IVV, IWM, IWR, AAPL, XLF
|
13F-HR |
10/4/2021, 08:03 AM |
Q2 2021 |
82 |
$376M |
+$6.23M |
-$2.29M |
+$3.94M |
IVV, IWM, IWR, AAPL, AMZN
|
13F-HR |
7/1/2021, 03:31 PM |
Q1 2021 |
79 |
$348M |
+$5.57M |
-$2.86M |
+$2.71M |
IVV, IWM, IWR, AAPL, AMZN
|
13F-HR |
4/2/2021, 02:51 PM |
Q4 2020 |
80 |
$324M |
+$15.9M |
-$4.53M |
+$11.4M |
IVV, IWR, IWM, AAPL, AMZN
|
13F-HR |
1/4/2021, 01:04 PM |
Q3 2020 |
66 |
$276M |
+$17.8M |
-$2M |
+$15.8M |
IVV, IWR, AAPL, IWM, AMZN
|
13F-HR |
10/5/2020, 11:00 AM |
Q2 2020 |
65 |
$253M |
+$3.22M |
-$1.22M |
+$2M |
IVV, IWR, AAPL, IWM, AMZN
|
13F-HR |
7/6/2020, 10:56 AM |
Q1 2020 |
64 |
$210M |
+$5M |
-$3.39M |
+$1.61M |
IVV, IWR, AAPL, IWM, AMZN
|
13F-HR |
4/3/2020, 11:57 AM |
Q4 2019 |
67 |
$264M |
+$3.72M |
-$939K |
+$2.78M |
IVV, IWR, IWM, AAPL, XLF
|
13F-HR |
1/3/2020, 03:53 PM |
Q3 2019 |
66 |
$241M |
+$2.15M |
-$1.8M |
+$348K |
IVV, IWR, IWM, AAPL, XLF
|
13F-HR |
10/2/2019, 01:44 PM |
Q2 2019 |
65 |
$238M |
+$11.2M |
-$26.1M |
-$14.8M |
IVV, IWR, IWM, AAPL, XLF
|
13F-HR |
7/3/2019, 11:22 AM |
Q1 2019 |
66 |
$244M |
+$4.26M |
-$586K |
+$3.67M |
IVV, IWR, IWN, AAPL, XLF
|
13F-HR |
4/3/2019, 12:36 PM |
Q4 2018 |
63 |
$214M |
+$16.2M |
-$1.93M |
+$14.3M |
IVV, IWR, IWN, AAPL, XLF
|
13F-HR |
1/4/2019, 09:53 AM |
Q3 2018 |
67 |
$248M |
+$2.57M |
-$3.14M |
-$565K |
IVV, IWR, IWN, AAPL, XLF
|
13F-HR |
10/3/2018, 01:35 PM |
Q2 2018 |
64 |
$232M |
+$1.76M |
-$5.71M |
-$3.95M |
IVV, IWR, IWN, AAPL, XLF
|
13F-HR |
7/5/2018, 02:10 PM |
Q1 2018 |
68 |
$229M |
+$105M |
-$21.5M |
+$83.2M |
IVV, IWR, IWN, AAPL, XLF
|
13F-HR |
4/4/2018, 01:17 PM |
Q4 2017 |
68 |
$147M |
+$21M |
-$103M |
-$82.1M |
AAPL, XLF, MMM, META, AMZN
|
13F-HR |
1/4/2018, 03:52 PM |
Q3 2017 |
71 |
$220M |
+$2.26M |
-$1.53M |
+$729K |
IVV, IWR, IWN, AAPL, XLF
|
13F-HR |
10/4/2017, 03:06 PM |
Q2 2017 |
70 |
$211M |
+$3.91M |
-$6.54M |
-$2.63M |
IVV, IWR, IWN, AAPL, XLF
|
13F-HR |
7/6/2017, 11:07 AM |
Q1 2017 |
73 |
$209M |
+$7.44M |
-$948K |
+$6.49M |
IVV, IWR, IWN, AAPL, MMM
|
13F-HR |
4/11/2017, 11:07 AM |
Q4 2016 |
73 |
$194M |
+$3.92M |
-$1.88M |
+$2.04M |
IVV, IWR, IWN, AAPL, MMM
|
13F-HR |
1/5/2017, 03:31 PM |
Q3 2016 |
71 |
$184M |
+$3.92M |
-$739K |
+$3.18M |
IVV, IWR, IWN, AAPL, MMM
|
13F-HR |
10/5/2016, 02:30 PM |
Q2 2016 |
72 |
$175M |
+$5.27M |
-$1.33M |
+$3.94M |
IVV, IWR, IWN, AAPL, MMM
|
13F-HR |
7/8/2016, 11:23 AM |
Q1 2016 |
73 |
$169M |
+$7.99M |
-$106K |
+$7.88M |
IVV, IWR, IWN, AAPL, MMM
|
Restatement |
4/7/2016, 12:24 PM |
Q4 2015 |
70 |
$160M |
+$5.99M |
-$2.61M |
+$3.38M |
IVV, IWR, IWN, AAPL, META
|
13F-HR |
1/5/2016, 01:26 PM |
Q3 2015 |
68 |
$149M |
+$3.19M |
-$223K |
+$2.97M |
IVV, IWR, IWN, AAPL, GILD
|
13F-HR |
10/5/2015, 02:17 PM |
Q2 2015 |
68 |
$158M |
+$4.38M |
-$1.02M |
+$3.36M |
IVV, IWR, IWN, AAPL, GILD
|
13F-HR |
7/8/2015, 01:42 PM |
Q1 2015 |
65 |
$156M |
+$8.78M |
-$729K |
+$8.05M |
IVV, IWR, IWN, AAPL, GILD
|
13F-HR |
4/8/2015, 12:46 PM |
Q4 2014 |
65 |
$149M |
+$2.46M |
-$822K |
+$1.63M |
IVV, IWR, AAPL, IWN, JNJ
|
13F-HR |
1/7/2015, 11:42 AM |
Q3 2014 |
64 |
$142M |
+$2.55M |
-$632K |
+$1.91M |
IVV, IWR, AAPL, IWN, GILD
|
13F-HR |
10/6/2014, 03:44 PM |
Q2 2014 |
66 |
$139M |
+$8.18M |
-$1.52M |
+$6.65M |
IVV, IWR, AAPL, IWN, JNJ
|
13F-HR |
7/7/2014, 09:03 AM |
Q1 2014 |
66 |
$131M |
+$4.61M |
-$5.37M |
-$758K |
IVV, IWR, IWN, AAPL, JNJ
|
13F-HR |
4/4/2014, 03:09 PM |
Q4 2013 |
71 |
$131M |
$0 |
$0 |
|
IVV, IWR, IWN, AAPL, MMM
|
13F-HR |
1/14/2014, 04:07 PM |