Q3 2024 |
192 |
$638M |
+$36.7M |
-$23.5M |
+$13.2M |
VOO, IEMG, AAPL, IEF, MSFT
|
13F-HR |
11/12/2024, 04:48 PM |
Q2 2024 |
193 |
$592M |
+$31.9M |
-$40.7M |
-$8.73M |
VOO, IEMG, MSFT, IEF, AAPL
|
13F-HR |
8/13/2024, 04:25 PM |
Q1 2024 |
197 |
$611M |
+$55.8M |
-$31M |
+$24.8M |
VOO, IEMG, IEF, MSFT, AAPL
|
13F-HR |
5/14/2024, 04:01 PM |
Q4 2023 |
191 |
$554M |
+$74.1M |
-$30.2M |
+$43.9M |
VOO, IEMG, IEF, AAPL, MSFT
|
13F-HR |
2/13/2024, 03:32 PM |
Q3 2023 |
183 |
$457M |
+$52M |
-$115M |
-$62.8M |
VOO, IEMG, IEF, AAPL, MSFT
|
13F-HR |
11/9/2023, 11:53 AM |
Q2 2023 |
171 |
$536M |
+$55.4M |
-$24.1M |
+$31.3M |
VOO, AAPL, IEMG, IEF, MSFT
|
13F-HR |
8/10/2023, 10:15 AM |
Q1 2023 |
173 |
$476M |
+$66.4M |
-$53.6M |
+$12.8M |
VOO, IEMG, IEF, AAPL, MSFT
|
13F-HR |
5/9/2023, 09:12 AM |
Q4 2022 |
180 |
$438M |
+$35.2M |
-$23.6M |
+$11.6M |
IEMG, IEF, VOO, AAPL, MSFT
|
13F-HR |
2/1/2023, 02:39 PM |
Q3 2022 |
177 |
$392M |
+$53.5M |
-$21.4M |
+$32.1M |
IEF, IEMG, AAPL, VOO, MSFT
|
13F-HR |
11/14/2022, 09:51 AM |
Q2 2022 |
147 |
$395M |
+$38.9M |
-$39.7M |
-$865K |
IEF, IEMG, VOO, AAPL, MSFT
|
13F-HR |
8/15/2022, 08:24 AM |
Q1 2022 |
156 |
$462M |
+$21M |
-$37.4M |
-$16.3M |
IEF, IEMG, AAPL, VOO, MSFT
|
13F-HR |
5/11/2022, 11:44 AM |
Q4 2021 |
154 |
$502M |
+$81.5M |
-$38.5M |
+$43M |
IEMG, IEF, AAPL, VOO, MSFT
|
13F-HR |
2/11/2022, 10:56 AM |
Q3 2021 |
145 |
$435M |
+$32M |
-$75.9M |
-$43.9M |
IEMG, AAPL, MSFT, AMZN, GOOGL
|
13F-HR |
11/9/2021, 09:07 AM |
Q2 2021 |
147 |
$488M |
+$46.6M |
-$24.4M |
+$22.2M |
IEMG, AAPL, MSFT, AMZN, GOOGL
|
13F-HR |
8/16/2021, 09:57 AM |
Q1 2021 |
132 |
$440M |
+$41M |
-$89.5M |
-$48.4M |
IEMG, AAPL, MSFT, AMZN, JNJ
|
13F-HR |
5/14/2021, 10:36 AM |
Q4 2020 |
130 |
$462M |
+$53.8M |
-$53.6M |
+$249K |
AAPL, AMZN, MSFT, JNJ, V
|
13F-HR |
2/8/2021, 12:29 PM |
Q3 2020 |
127 |
$415M |
+$58M |
-$42.4M |
+$15.7M |
AAPL, MSFT, V, JNJ, AMZN
|
13F-HR |
11/6/2020, 03:27 PM |
Q2 2020 |
131 |
$394M |
+$68M |
-$107M |
-$38.6M |
MSFT, AGG, AAPL, V, JNJ
|
13F-HR |
8/5/2020, 07:54 AM |
Q1 2020 |
139 |
$377M |
+$70.8M |
-$27.7M |
+$43M |
MSFT, V, AGG, JNJ, AAPL
|
13F-HR |
5/11/2020, 10:51 AM |
Q4 2019 |
116 |
$426M |
+$66.3M |
-$67.4M |
-$1.12M |
AGG, V, SPY, AAPL, MSFT
|
13F-HR |
2/10/2020, 03:52 PM |
Q3 2019 |
116 |
$402M |
+$77.9M |
-$19.1M |
+$58.8M |
MSFT, V, AGG, BNDX, AAPL
|
13F-HR |
11/1/2019, 04:14 PM |
Q2 2019 |
108 |
$338M |
+$30M |
-$21.1M |
+$8.93M |
MSFT, V, JNJ, PEP, AAPL
|
13F-HR |
8/2/2019, 01:38 PM |
Q1 2019 |
100 |
$319M |
+$29.5M |
-$78.1M |
-$48.7M |
CVX, V, MSFT, VZ, PEP
|
13F-HR |
5/14/2019, 10:06 AM |
Q4 2018 |
89 |
$329M |
+$29.7M |
-$124M |
-$94.7M |
VZ, PEP, CVX, JNJ, V
|
13F-HR |
2/4/2019, 11:23 AM |
Q3 2018 |
93 |
$484M |
+$81.4M |
-$68.7M |
+$12.8M |
GOOGL, JNJ, VZ, AAPL, PEP
|
13F-HR |
11/6/2018, 11:51 AM |
Q2 2018 |
95 |
$442M |
+$62.2M |
-$246M |
-$184M |
GOOGL, AAPL, WFC, PEP, JNJ
|
13F-HR |
8/2/2018, 10:54 AM |
Q1 2018 |
90 |
$616M |
+$39.6M |
-$88.8M |
-$49.2M |
GOOGL, JNJ, WFC, AAPL, EEM
|
13F-HR |
4/25/2018, 04:06 PM |
Q4 2017 |
91 |
$684M |
+$69.2M |
-$83.5M |
-$14.3M |
WFC, JNJ, GOOGL, EEM, PEP
|
13F-HR |
2/5/2018, 12:01 PM |
Q3 2017 |
91 |
$657M |
+$46.7M |
-$74.2M |
-$27.6M |
WFC, JNJ, GOOGL, HD, EEM
|
13F-HR |
11/13/2017, 03:48 PM |
Q2 2017 |
97 |
$664M |
+$34M |
-$185M |
-$151M |
WFC, JNJ, GOOGL, HD, EEM
|
13F-HR |
1/4/2018, 10:41 AM |
Q1 2017 |
103 |
$803M |
+$77.5M |
-$83M |
-$5.52M |
WFC, JNJ, GOOGL, HD, AAPL
|
13F-HR |
1/4/2018, 10:38 AM |
Q4 2016 |
96 |
$768M |
$0 |
$0 |
|
WFC, JNJ, AAPL, HD, GOOGL
|
13F-HR |
1/4/2018, 10:30 AM |