Q3 2020 |
717 |
$936M |
+$2.78M |
-$47.8M |
-$45M |
IVV, VV, VEA, IJH, IJR
|
13F-HR |
10/19/2020, 06:48 PM |
Q2 2020 |
712 |
$914M |
+$91.4M |
-$47.9M |
+$43.5M |
IVV, VV, VEA, IJH, IJR
|
13F-HR |
7/28/2020, 06:03 PM |
Q1 2020 |
759 |
$723M |
+$291M |
-$215M |
+$76.6M |
IVV, VV, VEA, VO, IJH
|
13F-HR |
4/22/2020, 04:53 PM |
Q4 2019 |
754 |
$825M |
+$19.4M |
-$3.41M |
+$16M |
IVV, VO, VB, IWO, ACWI
|
13F-HR |
1/30/2020, 04:15 PM |
Q3 2019 |
748 |
$750M |
+$35.4M |
-$352M |
-$316M |
IVV, VO, VB, IWO, ACWI
|
13F-HR |
10/22/2019, 05:47 PM |
Q2 2019 |
1,489 |
$1.06B |
+$34.1M |
-$19.5M |
+$14.6M |
IVV, SPDW, VO, VB, IEMG
|
13F-HR |
7/16/2019, 01:01 PM |
Q1 2019 |
1,327 |
$1.02B |
+$407M |
-$17.8M |
+$389M |
IVV, SPDW, VB, VO, IEMG
|
13F-HR |
5/2/2019, 04:28 PM |
Q4 2018 |
1,170 |
$559M |
+$428M |
-$6.33M |
+$422M |
IVV, SPDW, VB, VO, IEMG
|
13F-HR |
1/16/2019, 01:21 PM |
Q3 2018 |
1,224 |
$154M |
+$9.94M |
-$9.93M |
+$4.53K |
MINT, BMS, ACWI, SPY, MSFT
|
13F-HR |
11/20/2018, 11:59 AM |
Q2 2018 |
1,201 |
$146M |
+$11.8M |
-$13.4M |
-$1.58M |
MINT, ACWI, SPY, BMS, MSFT
|
13F-HR |
7/18/2018, 02:19 PM |
Q1 2018 |
1,197 |
$147M |
+$6.86M |
-$8.81M |
-$1.96M |
MINT, ACWI, BMS, SPY, VSS
|
13F-HR |
4/18/2018, 07:19 PM |
Q4 2017 |
911 |
$151M |
+$5.21M |
-$6.65M |
-$1.44M |
MINT, ACWI, BMS, SPY, VSS
|
13F-HR |
1/25/2018, 12:47 PM |
Q3 2017 |
913 |
$145M |
+$10.2M |
-$47.5M |
-$37.3M |
MINT, BMS, ACWI, SPY, MSFT
|
13F-HR |
10/24/2017, 06:56 PM |
Q2 2017 |
909 |
$179M |
+$4.13M |
-$11.7M |
-$7.56M |
PHDG, MINT, BMS, ACWI, SPY
|
13F-HR |
7/25/2017, 04:40 PM |
Q1 2017 |
915 |
$183M |
+$60.8M |
-$3.29M |
+$57.5M |
PHDG, MINT, BMS, SPY, ACWI
|
13F-HR |
4/26/2017, 05:52 PM |
Q4 2016 |
942 |
$119M |
+$9.35M |
-$8.05M |
+$1.3M |
MINT, BMS, ACWI, PEP, VSS
|
13F-HR |
1/25/2017, 04:34 PM |
Q3 2016 |
914 |
$118M |
+$28.2M |
-$12.7M |
+$15.5M |
MINT, BMS, ACWI, PEP, VSS
|
13F-HR |
10/21/2016, 04:03 PM |
Q2 2016 |
868 |
$98.1M |
+$8.75M |
-$6.48M |
+$2.27M |
MINT, BMS, ACWI, JWN, PEP
|
13F-HR |
7/25/2016, 04:32 PM |
Q1 2016 |
860 |
$94.9M |
+$8.82M |
-$6.71M |
+$2.11M |
MINT, BMS, ACWI, PEP, VSS
|
13F-HR |
4/20/2016, 02:33 PM |
Q4 2015 |
907 |
$91M |
+$4.57M |
-$32.7M |
-$28.1M |
MINT, BMS, ACWI, PEP, VSS
|
13F-HR |
1/28/2016, 01:44 PM |
Q3 2015 |
888 |
$114M |
+$8.79M |
-$9.56M |
-$766K |
MINT, BMS, PEP, ACWI, MSFT
|
13F-HR |
10/27/2015, 01:04 PM |
Q2 2015 |
766 |
$122M |
+$3.86M |
-$11M |
-$7.12M |
MINT, BMS, PEP, ACWI, YUM
|
13F-HR |
7/21/2015, 06:42 PM |
Q1 2015 |
786 |
$129M |
+$4.06M |
-$10.6M |
-$6.5M |
MINT, BMS, MSFT, PEP, ACWI
|
13F-HR |
4/24/2015, 03:55 PM |
Q4 2014 |
762 |
$137M |
+$35.3M |
-$25.1M |
+$10.2M |
MINT, MSFT, BMS, PEP, ACWI
|
13F-HR |
1/23/2015, 07:21 PM |
Q3 2014 |
598 |
$122M |
+$22M |
-$5.55M |
+$16.4M |
MSFT, MINT, BMS, PEP, ACWI
|
13F-HR |
10/29/2014, 01:00 PM |
Q2 2014 |
662 |
$107M |
+$30.5M |
-$10.1M |
+$20.5M |
MINT, BMS, PEP, MSFT, ACWI
|
13F-HR |
7/29/2014, 05:01 PM |
Q1 2014 |
606 |
$84.6M |
+$20.1M |
-$6.86M |
+$13.3M |
MINT, MSFT, BMS, ACWI, VSS
|
13F-HR |
4/24/2014, 03:29 PM |
Q4 2013 |
372 |
$71.1M |
$0 |
$0 |
|
MINT, BMS, ACWI, DJP, VSS
|
13F-HR |
1/23/2014, 06:11 PM |