Q3 2024 |
909 |
$3.97B |
+$342M |
-$131M |
+$210M |
VOO, VEU, COKE, AAPL, SPY
|
13F-HR |
10/7/2024, 09:44 AM |
Q2 2024 |
876 |
$3.54B |
+$317M |
-$120M |
+$197M |
VOO, VEU, COKE, AAPL, SPY
|
13F-HR |
7/16/2024, 09:33 AM |
Q1 2024 |
832 |
$3.32B |
+$308M |
-$150M |
+$158M |
VOO, VEU, COKE, SPY, AAPL
|
13F-HR |
4/18/2024, 09:34 AM |
Q4 2023 |
874 |
$2.97B |
+$216M |
-$191M |
+$25.1M |
VOO, VEU, COKE, AAPL, SPY
|
13F-HR |
1/8/2024, 02:41 PM |
Q3 2023 |
831 |
$2.64B |
+$137M |
-$125M |
+$11.6M |
VOO, VEU, COKE, AAPL, SPY
|
13F-HR |
11/17/2023, 12:12 PM |
Q2 2023 |
828 |
$2.74B |
+$125M |
-$109M |
+$16.1M |
VOO, VEU, AAPL, COKE, SPY
|
13F-HR |
7/18/2023, 11:08 AM |
Q1 2023 |
818 |
$2.57B |
+$152M |
-$138M |
+$13.9M |
VOO, VEU, COKE, AAPL, SPY
|
13F-HR |
4/7/2023, 10:26 AM |
Q4 2022 |
799 |
$2.4B |
+$194M |
-$216M |
-$22M |
VOO, VEU, COKE, SPY, AAPL
|
13F-HR |
1/17/2023, 03:58 PM |
Q3 2022 |
769 |
$2.21B |
+$131M |
-$101M |
+$29.3M |
VOO, VEU, COKE, SPY, AAPL
|
13F-HR |
10/14/2022, 10:27 AM |
Q2 2022 |
743 |
$2.39B |
+$129M |
-$185M |
-$55.8M |
VOO, VEU, COKE, SPY, IEFA
|
13F-HR |
7/12/2022, 05:00 PM |
Q1 2022 |
797 |
$2.86B |
+$159M |
-$141M |
+$18.4M |
VOO, VEU, IEFA, COKE, SPY
|
13F-HR |
4/7/2022, 09:11 AM |
Q4 2021 |
831 |
$3.04B |
+$281M |
-$194M |
+$87.3M |
VOO, VEU, COKE, SPY, AAPL
|
13F-HR |
1/13/2022, 11:30 AM |
Q3 2021 |
788 |
$2.78B |
+$147M |
-$106M |
+$41M |
VOO, VEU, SPY, VWO, COKE
|
13F-HR |
1/13/2022, 11:32 AM |
Q2 2021 |
784 |
$2.77B |
+$138M |
-$131M |
+$6.67M |
VOO, VEU, SPY, VWO, COKE
|
13F-HR |
7/20/2021, 09:46 AM |
Q1 2021 |
761 |
$2.59B |
+$127M |
-$115M |
+$12.1M |
VOO, VEU, SPY, VWO, VXF
|
13F-HR |
5/10/2021, 10:00 AM |
Q4 2020 |
738 |
$2.47B |
+$107M |
-$116M |
-$9.21M |
VOO, VEU, SPY, VWO, VXF
|
13F-HR |
1/8/2021, 11:10 AM |
Q3 2020 |
659 |
$2.17B |
+$236M |
-$165M |
+$70.8M |
VOO, VEU, SPY, VWO, AAPL
|
13F-HR |
10/15/2020, 10:46 AM |
Q2 2020 |
573 |
$1.98B |
+$133M |
-$151M |
-$17.8M |
VOO, VEU, SPY, VWO, QUAL
|
13F-HR |
7/7/2020, 10:50 AM |
Q1 2020 |
425 |
$1.71B |
+$102M |
-$122M |
-$20M |
VOO, VEU, SPY, VWO, QUAL
|
13F-HR |
4/10/2020, 04:18 PM |
Q4 2019 |
452 |
$2.23B |
+$178M |
-$237M |
-$59.4M |
VEU, VOO, EFV, VWO, SPY
|
13F-HR |
1/9/2020, 02:25 PM |
Q3 2019 |
354 |
$2.13B |
+$92.2M |
-$42.4M |
+$49.9M |
VEU, VOO, EFV, VLUE, QUAL
|
13F-HR |
10/9/2019, 09:25 AM |
Q2 2019 |
371 |
$2.1B |
+$67.1M |
-$64.4M |
+$2.65M |
VEU, VOO, EFV, VLUE, QUAL
|
13F-HR |
7/12/2019, 03:38 PM |
Q1 2019 |
357 |
$2.05B |
+$98.4M |
-$46.4M |
+$52M |
VEU, VOO, EFV, QUAL, VLUE
|
13F-HR |
5/22/2019, 04:25 PM |
Q4 2018 |
346 |
$1.79B |
+$103M |
-$58.1M |
+$44.6M |
VEU, VOO, EFV, QUAL, VLUE
|
13F-HR |
1/18/2019, 05:28 PM |
Q3 2018 |
331 |
$2.01B |
+$417M |
-$43.5M |
+$373M |
VEU, VOO, EFV, QUAL, VLUE
|
13F-HR |
11/26/2018, 12:53 PM |
Q2 2018 |
321 |
$1.57B |
+$63.7M |
-$50.4M |
+$13.2M |
VEU, VOO, SPY, EFV, VLUE
|
13F-HR |
7/23/2018, 11:50 AM |
Q1 2018 |
314 |
$1.57B |
+$65.9M |
-$106M |
-$40M |
VEU, VOO, EFV, SPY, QUAL
|
13F-HR |
6/1/2018, 10:38 AM |
Q4 2017 |
306 |
$1.63B |
+$362M |
-$90M |
+$272M |
VEU, EFV, VOO, SPY, VLUE
|
13F-HR |
1/19/2018, 09:55 AM |
Q3 2017 |
291 |
$1.31B |
+$92.7M |
-$56.9M |
+$35.8M |
VEU, EFV, VOO, SPY, VLUE
|
13F-HR |
10/17/2017, 03:10 PM |
Q2 2017 |
298 |
$1.23B |
+$96M |
-$205M |
-$109M |
VEU, EFV, SPY, VOO, QUAL
|
13F-HR |
7/18/2017, 04:43 PM |
Q1 2017 |
271 |
$1.3B |
+$131M |
-$65.1M |
+$65.7M |
VEU, EFV, VIG, SPY, VOO
|
13F-HR |
4/21/2017, 12:01 PM |
Q4 2016 |
249 |
$1.18B |
+$520M |
-$219M |
+$302M |
VEU, VIG, SPY, EFV, VOO
|
13F-HR |
2/22/2017, 11:12 AM |
Q3 2016 |
278 |
$856M |
+$210M |
-$238M |
-$28M |
VIG, SPY, MLPI, VOO, VLUE
|
13F-HR |
11/3/2016, 10:52 AM |
Q2 2016 |
378 |
$867M |
+$58.4M |
-$117M |
-$58.3M |
VIG, SPY, MLPI, VOO, COKE
|
13F-HR |
7/26/2016, 12:39 PM |
Q1 2016 |
385 |
$908M |
+$56.4M |
-$77.3M |
-$21M |
VIG, SPY, MLPI, VOO, COKE
|
13F-HR |
5/2/2016, 01:54 PM |
Q4 2015 |
408 |
$933M |
+$75M |
-$109M |
-$33.6M |
VIG, SPY, VOO, MLPI, COKE
|
13F-HR |
1/27/2016, 12:43 PM |
Q3 2015 |
422 |
$931M |
+$66.8M |
-$113M |
-$46.3M |
VIG, SPY, COKE, MLPI, KO
|
13F-HR |
11/2/2015, 03:55 PM |
Q2 2015 |
467 |
$1.06B |
+$78.9M |
-$172M |
-$93M |
VIG, SPY, MLPI, COKE, IWM
|
13F-HR |
7/15/2015, 05:16 PM |
Q1 2015 |
491 |
$1.15B |
+$163M |
-$110M |
+$53.3M |
VIG, SPY, MLPI, IWM, KO
|
13F-HR |
4/29/2015, 09:41 AM |
Q4 2014 |
496 |
$1.1B |
+$142M |
-$213M |
-$70.1M |
VIG, SPY, MLPI, KO, AMJ
|
13F-HR |
2/4/2015, 09:43 AM |
Q2 2014 |
538 |
$1.2B |
+$510M |
-$326M |
+$184M |
VIG, MLPI, AMJ, SPY, KO
|
13F-HR |
8/15/2014, 04:29 PM |
Q4 2013 |
458 |
$981M |
$0 |
$0 |
|
VIG, AMJ, MLPI, SPY, VEU
|
13F-HR |
2/10/2014, 02:13 PM |