Q4 2023 |
1,070 |
$3.63B |
+$420M |
-$167M |
+$254M |
MRTX, AAPL, VV, CEF, MSFT
|
13F-HR |
1/29/2024, 02:31 PM |
Q3 2023 |
994 |
$3.11B |
+$132M |
-$558M |
-$425M |
CEF, AAPL, VV, VTV, SPY
|
13F-HR |
10/19/2023, 04:53 PM |
Q2 2023 |
1,057 |
$3.66B |
+$280M |
-$625M |
-$345M |
VV, AAPL, CEF, VO, SPY
|
13F-HR |
7/26/2023, 02:24 PM |
Q1 2023 |
1,176 |
$3.81B |
+$3.05B |
-$16.1M |
+$3.04B |
AAPL, VV, CEF, SPY, VO
|
13F-HR |
4/27/2023, 12:28 PM |
Q4 2022 |
667 |
$735M |
+$87.3M |
-$95.1M |
-$7.78M |
VTEB, VOO, AAPL, MSFT, IVV
|
13F-HR |
2/2/2023, 04:10 PM |
Q3 2022 |
644 |
$690M |
+$132M |
-$156M |
-$24.1M |
VOO, AAPL, MSFT, IVV, VTEB
|
13F-HR |
10/12/2022, 12:12 PM |
Q2 2022 |
634 |
$771M |
+$175M |
-$102M |
+$73M |
AAPL, MSFT, IVV, VOO, FISR
|
13F-HR |
7/19/2022, 09:51 AM |
Q1 2022 |
624 |
$814M |
+$283M |
-$317M |
-$34.2M |
VOO, AAPL, VTEB, MSFT, IVV
|
13F-HR |
5/20/2022, 09:07 AM |
Q4 2021 |
457 |
$896M |
+$428M |
-$222M |
+$206M |
VTEB, AAPL, MSFT, AMZN, GOOGL
|
13F-HR |
2/11/2022, 11:52 AM |
Q3 2021 |
579 |
$650M |
+$180M |
-$29M |
+$151M |
VOO, IVV, MSFT, AAPL, VTEB
|
13F-HR |
11/9/2021, 01:46 PM |
Q2 2021 |
512 |
$505M |
+$108M |
-$78.6M |
+$28.9M |
VOO, IVV, AAPL, MSFT, SPY
|
13F-HR |
9/1/2021, 10:36 AM |
Q1 2021 |
484 |
$454M |
+$56.9M |
-$6.46B |
-$6.4B |
VOO, IVV, AAPL, MSFT, SPY
|
13F-HR |
5/13/2021, 04:36 PM |
Q4 2020 |
934 |
$6.74B |
+$1.3B |
-$454M |
+$843M |
VOO, TLT, IWY, QQQ, IVV
|
13F-HR |
2/9/2021, 05:20 PM |
Q3 2020 |
857 |
$5.44B |
+$907M |
-$769M |
+$138M |
VOO, TLT, IWY, QQQ, IWX
|
13F-HR |
11/4/2020, 05:09 PM |
Q2 2020 |
871 |
$5.05B |
+$2B |
-$545M |
+$1.45B |
VOO, TLT, IWY, VEA, QQQ
|
13F-HR |
8/6/2020, 03:10 PM |
Q1 2020 |
718 |
$3.18B |
+$917M |
-$482M |
+$435M |
SHV, VOO, IWY, TLT, VGIT
|
13F-HR |
5/15/2020, 03:48 PM |
Q4 2019 |
826 |
$3.28B |
+$814M |
-$122M |
+$692M |
VOO, IWY, VEA, IWX, VMBS
|
13F-HR |
2/12/2020, 11:10 AM |
Q3 2019 |
709 |
$2.46B |
+$331M |
-$225M |
+$107M |
VOO, IWY, IWX, VEA, VMBS
|
13F-HR |
11/7/2019, 12:26 PM |
Q2 2019 |
655 |
$2.34B |
+$1.12B |
-$496M |
+$628M |
VOO, IWY, IWX, VEA, USIG
|
13F-HR |
8/8/2019, 11:31 AM |
Q1 2019 |
748 |
$1.66B |
+$887M |
-$67.3M |
+$820M |
VOO, IVV, IWY, IWX, VEA
|
13F-HR |
5/10/2019, 05:29 PM |
Q4 2018 |
613 |
$755M |
+$388M |
-$1.21B |
-$820M |
AAPL, MSFT, XOM, T, IVV
|
13F-HR |
2/13/2019, 12:26 PM |
Q3 2018 |
551 |
$1.75B |
+$513M |
-$176M |
+$337M |
VOO, IWY, IWX, VEA, IVV
|
13F-HR |
10/26/2018, 10:57 AM |
Q2 2018 |
491 |
$1.39B |
+$283M |
-$60.6M |
+$223M |
VOO, ANGL, VEA, IWY, TLT
|
13F-HR |
8/9/2018, 05:49 PM |
Q1 2018 |
363 |
$1.16B |
+$214M |
-$65.9M |
+$148M |
VOO, ANGL, VEA, TLT, IWY
|
13F-HR |
5/7/2018, 07:51 PM |
Q4 2017 |
366 |
$1.03B |
+$882M |
-$6.07M |
+$876M |
VOO, ANGL, VEA, TLT, IWY
|
13F-HR |
2/13/2018, 09:48 AM |
Q3 2017 |
205 |
$148M |
+$11.9M |
-$728M |
-$716M |
VOO, VEA, IVV, BOND, XLK
|
13F-HR |
11/14/2017, 04:05 PM |
Q2 2017 |
407 |
$846M |
+$281M |
-$97.3M |
+$183M |
VOO, VEA, ANGL, AGG, IVV
|
13F-HR |
8/9/2017, 11:13 AM |
Q1 2017 |
395 |
$650M |
+$260M |
-$60.2M |
+$200M |
VOO, AGG, VEA, IVV, HYG
|
13F-HR |
5/8/2017, 11:10 AM |
Q4 2016 |
339 |
$433M |
+$258M |
-$31.4M |
+$227M |
VOO, AGG, VEA, MUB, IVV
|
13F-HR |
2/7/2017, 04:10 PM |
Q3 2016 |
248 |
$205M |
+$67M |
-$52.3M |
+$14.8M |
VOO, VEA, AGG, IVV, HYG
|
13F-HR |
11/15/2016, 06:02 PM |
Q2 2016 |
216 |
$186M |
+$52.7M |
-$33.6M |
+$19.2M |
HYG, JNK, IJH, IVV, VBR
|
13F-HR |
8/15/2016, 09:36 AM |
Q1 2016 |
199 |
$163M |
+$41.3M |
-$729M |
-$688M |
SPY, HYG, IWB, XLK, JNK
|
13F-HR |
4/26/2016, 03:04 PM |
Q4 2015 |
608 |
$845M |
+$758M |
-$7.27M |
+$751M |
IVV, SPY, EFA, XOM, XLV
|
Restatement |
4/28/2016, 02:40 PM |
Q3 2015 |
131 |
$92.8M |
+$35.9M |
-$42.2M |
-$6.23M |
IEF, XLV, EFA, IWB, IVV
|
Restatement |
4/28/2016, 02:37 PM |
Q2 2015 |
133 |
$105M |
+$41.5M |
-$20.1M |
+$21.4M |
IWM, XLV, IWB, EFA, IJT
|
Restatement |
4/28/2016, 02:36 PM |
Q1 2015 |
82 |
$84.4M |
+$40.1M |
-$41.5M |
-$1.47M |
IWM, IJT, IJK, XLV, HYG
|
Restatement |
4/28/2016, 02:33 PM |
Q4 2014 |
89 |
$84.3M |
$0 |
$0 |
|
IVW, QQQ, DIA, IEF, XLV
|
Restatement |
4/28/2016, 02:32 PM |