Q3 2020 |
1,178 |
$2.98B |
+$451M |
-$230M |
+$221M |
AAPL, VTI, QQQ, IJH, AMZN
|
13F-HR |
11/13/2020, 10:52 AM |
Q2 2020 |
1,104 |
$2.71B |
+$326M |
-$314M |
+$12.1M |
AAPL, VTI, IJH, MSFT, IVV
|
13F-HR |
8/13/2020, 01:18 PM |
Q1 2020 |
1,061 |
$2.32B |
+$267M |
-$359M |
-$92.3M |
AAPL, VTI, MSFT, IVV, BND
|
13F-HR |
5/7/2020, 06:06 PM |
Q4 2019 |
1,204 |
$2.96B |
+$238M |
-$272M |
-$34.4M |
AAPL, VTI, IJH, IVV, ITOT
|
13F-HR |
2/7/2020, 08:13 PM |
Q3 2019 |
1,626 |
$2.81B |
+$222M |
-$331M |
-$109M |
VTI, AAPL, IJH, IVV, ITOT
|
13F-HR |
11/6/2019, 05:00 PM |
Q2 2019 |
1,194 |
$2.89B |
+$232M |
-$325M |
-$93.8M |
VTI, AAPL, IJH, IVV, QQQ
|
13F-HR |
8/12/2019, 03:34 PM |
Q1 2019 |
1,151 |
$2.92B |
+$308M |
-$189M |
+$119M |
VTI, AAPL, QQQ, IJH, IVV
|
13F-HR |
5/3/2019, 05:43 PM |
Q4 2018 |
1,066 |
$2.53B |
+$366M |
-$391M |
-$25.4M |
VTI, AAPL, QQQ, BND, IJH
|
13F-HR |
2/15/2019, 01:33 PM |
Q3 2018 |
1,176 |
$2.92B |
+$357M |
-$206M |
+$151M |
VTI, AAPL, QQQ, IJH, BND
|
Restatement |
1/3/2019, 01:26 PM |
Q2 2018 |
1,145 |
$2.65B |
+$397M |
-$381M |
+$16.6M |
VTI, AAPL, QQQ, IVV, IJH
|
13F-HR |
8/8/2018, 05:19 PM |
Q1 2018 |
1,162 |
$2.59B |
+$337M |
-$222M |
+$115M |
VTI, AAPL, IVV, QQQ, BND
|
13F-HR |
5/11/2018, 12:15 PM |
Q4 2017 |
1,521 |
$2.51B |
+$268M |
-$167M |
+$101M |
VTI, AAPL, IVV, SPY, BND
|
13F-HR |
2/8/2018, 01:26 PM |
Q3 2017 |
1,112 |
$2.32B |
+$218M |
-$214M |
+$3.83M |
VTI, AAPL, IVV, SPY, QQQ
|
13F-HR |
11/14/2017, 12:39 PM |
Q2 2017 |
1,130 |
$2.24B |
+$395M |
-$118M |
+$278M |
VTI, AAPL, BND, SPY, QQQ
|
13F-HR |
8/14/2017, 12:04 PM |
Q1 2017 |
1,092 |
$1.9B |
+$169M |
-$316M |
-$146M |
VTI, AAPL, SPY, BND, MSFT
|
13F-HR |
5/12/2017, 06:43 PM |
Q4 2016 |
1,095 |
$1.98B |
+$289M |
-$216M |
+$72.5M |
VTI, AAPL, SPY, BND, AGG
|
13F-HR |
2/13/2017, 12:30 PM |
Q3 2016 |
1,033 |
$1.88B |
+$193M |
-$154M |
+$39.3M |
VTI, AAPL, AGG, BND, SPY
|
13F-HR |
11/14/2016, 04:25 PM |
Q2 2016 |
1,034 |
$1.8B |
+$189M |
-$220M |
-$30.8M |
VTI, AAPL, AGG, SPY, BND
|
13F-HR |
8/12/2016, 07:33 PM |
Q1 2016 |
1,001 |
$1.8B |
+$192M |
-$348M |
-$156M |
AAPL, AGG, SPY, VTI, BND
|
13F-HR |
5/12/2016, 01:38 PM |
Q4 2015 |
1,093 |
$1.93B |
+$335M |
-$276M |
+$58.7M |
SPY, AAPL, VTI, AGG, SHY
|
13F-HR |
2/16/2016, 05:06 PM |
Q3 2015 |
1,046 |
$1.82B |
+$200M |
-$442M |
-$241M |
SHY, AAPL, SPY, VTI, AGG
|
13F-HR |
11/12/2015, 03:21 PM |
Q2 2015 |
1,142 |
$2.23B |
+$836M |
-$91.5M |
+$745M |
AAPL, SPY, LQD, AGG, HYG
|
13F-HR |
8/12/2015, 07:29 PM |
Q1 2015 |
1,072 |
$1.51B |
+$243M |
-$125M |
+$119M |
SPY, AAPL, IWM, EFA, MDY
|
13F-HR |
5/15/2015, 01:16 PM |
Q4 2014 |
1,028 |
$1.37B |
+$264M |
-$180M |
+$84.2M |
SPY, AAPL, IWM, IEF, IVV
|
13F-HR |
2/9/2015, 01:51 PM |
Q3 2014 |
1,028 |
$1.26B |
+$274M |
-$345M |
-$71.2M |
AAPL, SPY, IWM, IJH, IVV
|
13F-HR |
11/12/2014, 01:55 PM |
Q2 2014 |
977 |
$1.36B |
+$244M |
-$253M |
-$9.62M |
IWM, SPY, MDY, IVV, IEF
|
Restatement |
8/14/2014, 04:02 PM |
Q1 2014 |
1,002 |
$1.33B |
+$274M |
-$206M |
+$68.7M |
IWM, IVV, AAPL, SPY, MDY
|
13F-HR |
5/14/2014, 06:49 PM |
Q4 2013 |
944 |
$1.25B |
$0 |
$0 |
|
IVV, AAPL, IJH, MDY, SSO
|
Restatement |
2/13/2014, 03:04 PM |