Q3 2024 |
225 |
$1.82B |
+$64.8M |
-$82.9M |
-$18.1M |
LLY, IVV, SLYV, IJH, SCHF
|
13F-HR |
10/4/2024, 04:07 PM |
Q2 2024 |
226 |
$1.79B |
+$52.8M |
-$97.6M |
-$44.8M |
LLY, IVV, IJH, SLYV, MSFT
|
13F-HR |
8/9/2024, 12:51 PM |
Q1 2024 |
239 |
$1.77B |
+$113M |
-$52.4M |
+$60.3M |
LLY, IVV, IJH, IJR, SLYV
|
13F-HR |
5/1/2024, 07:12 PM |
Q4 2023 |
228 |
$1.55B |
+$79.4M |
-$81.6M |
-$2.15M |
LLY, IVV, SLYV, IJR, IJH
|
13F-HR |
2/7/2024, 05:40 PM |
Q3 2023 |
222 |
$1.42B |
+$326M |
-$44.9M |
+$281M |
LLY, IVV, SLYV, IJR, IJH
|
13F-HR |
11/13/2023, 01:50 PM |
Q2 2023 |
221 |
$1.18B |
+$23.3M |
-$44.8M |
-$21.5M |
IVV, SLYV, IJR, IJH, SCHF
|
13F-HR |
7/26/2023, 08:46 PM |
Q1 2023 |
222 |
$1.15B |
+$67M |
-$102M |
-$35M |
IVV, SLYV, IJR, IJH, SCHF
|
13F-HR |
4/27/2023, 09:06 PM |
Q4 2022 |
237 |
$1.17B |
+$113M |
-$49.8M |
+$63.5M |
SLYV, IVV, IJR, IJH, SCHF
|
13F-HR |
1/20/2023, 04:00 PM |
Q3 2022 |
223 |
$1B |
+$69.6M |
-$39.3M |
+$30.3M |
IVV, SLYV, IJR, IJH, LLY
|
13F-HR |
11/10/2022, 09:15 PM |
Q2 2022 |
220 |
$1.04B |
+$66.2M |
-$36.7M |
+$29.5M |
SLYV, IVV, IJR, IJH, LLY
|
13F-HR |
7/29/2022, 08:54 PM |
Q1 2022 |
216 |
$1.16B |
+$53.3M |
-$85.4M |
-$32.1M |
SLYV, IVV, IJR, IJH, MSFT
|
13F-HR |
5/9/2022, 06:15 PM |
Q4 2021 |
225 |
$1.23B |
+$41.8M |
-$47.8M |
-$6.01M |
SLYV, IJR, IVV, IJH, MSFT
|
13F-HR |
2/11/2022, 04:42 PM |
Q3 2021 |
216 |
$1.14B |
+$35.9M |
-$79.6M |
-$43.7M |
SLYV, IJR, IVV, IJH, MSFT
|
13F-HR |
10/29/2021, 05:16 PM |
Q2 2021 |
216 |
$1.2B |
+$48.5M |
-$46.7M |
+$1.87M |
IJR, SLYV, IJH, IVV, ACWX
|
13F-HR |
8/12/2021, 04:59 PM |
Q1 2021 |
200 |
$1.14B |
+$40.3M |
-$84.6M |
-$44.3M |
IJR, SLYV, IJH, IVV, ACWX
|
13F-HR |
5/5/2021, 08:56 PM |
Q4 2020 |
195 |
$1.09B |
+$51.3M |
-$182M |
-$131M |
IJR, SLYV, IJH, IVV, AAPL
|
13F-HR |
2/12/2021, 04:59 PM |
Q3 2020 |
247 |
$1.08B |
+$63.7M |
-$48.9M |
+$14.9M |
LLY, IJR, SPY, IJH, AAPL
|
13F-HR |
10/27/2020, 05:13 PM |
Q2 2020 |
240 |
$1.04B |
+$76.9M |
-$71.6M |
+$5.29M |
LLY, IJR, SPY, IJH, MSFT
|
13F-HR |
8/11/2020, 05:55 PM |
Q1 2020 |
238 |
$877M |
+$52.1M |
-$79.5M |
-$27.4M |
LLY, SPY, IJR, ACWX, IJH
|
13F-HR |
5/7/2020, 03:41 PM |
Q4 2019 |
247 |
$1.17B |
+$32.4M |
-$32M |
+$393K |
LLY, SPY, IJR, ACWX, IJH
|
13F-HR |
2/7/2020, 05:24 PM |
Q3 2019 |
252 |
$1.09B |
+$50.5M |
-$50.7M |
-$172K |
ACWX, LLY, SPY, IJR, IJH
|
13F-HR |
11/6/2019, 04:35 PM |
Q2 2019 |
257 |
$1.09B |
+$65.5M |
-$63.4M |
+$2.1M |
ACWX, LLY, SPY, IJR, IJH
|
13F-HR |
7/29/2019, 04:41 PM |
Q1 2019 |
267 |
$1.06B |
+$221M |
-$37.1M |
+$184M |
LLY, ACWX, IJR, IJH, SPY
|
13F-HR |
5/3/2019, 05:28 PM |
Q4 2018 |
195 |
$781M |
+$54.7M |
-$53.5M |
+$1.23M |
ACWX, IJR, DBEF, OHI, IJH
|
13F-HR |
1/25/2019, 06:35 PM |
Q3 2018 |
200 |
$897M |
+$33.3M |
-$44.3M |
-$11M |
ACWX, IJR, DBEF, AAPL, IJH
|
13F-HR |
11/13/2018, 08:40 AM |
Q2 2018 |
203 |
$859M |
+$57.3M |
-$49.9M |
+$7.4M |
ACWX, IJR, DBEF, IJH, AAPL
|
13F-HR |
8/14/2018, 09:26 AM |
Q1 2018 |
205 |
$835M |
+$52M |
-$81.2M |
-$29.2M |
ACWX, DBEF, IJR, AAPL, IJH
|
13F-HR |
5/7/2018, 09:20 AM |
Q4 2017 |
204 |
$890M |
+$47M |
-$47.4M |
-$323K |
ACWX, DBEF, AAPL, IJR, IJH
|
13F-HR |
2/6/2018, 01:22 PM |
Q3 2017 |
198 |
$848M |
+$40.2M |
-$36.8M |
+$3.4M |
ACWX, DBEF, CWB, AAPL, IJR
|
13F-HR |
10/31/2017, 08:41 AM |
Q2 2017 |
197 |
$816M |
+$55.5M |
-$56.3M |
-$770K |
ACWX, DBEF, CWB, AAPL, IJH
|
13F-HR |
8/1/2017, 08:51 AM |
Q1 2017 |
195 |
$802M |
+$60.6M |
-$57.6M |
+$3.01M |
ACWX, DBEF, AAPL, CWB, IJR
|
13F-HR |
5/4/2017, 07:39 PM |
Q4 2016 |
198 |
$770M |
+$58M |
-$54.1M |
+$3.92M |
ACWX, DBEF, CWB, SPY, IJR
|
13F-HR |
2/10/2017, 03:57 PM |
Q3 2016 |
195 |
$741M |
+$34.2M |
-$42.1M |
-$7.93M |
ACWX, DBEF, CWB, HYS, AAPL
|
13F-HR |
11/2/2016, 03:35 PM |
Q2 2016 |
193 |
$725M |
+$71.6M |
-$55.5M |
+$16.2M |
ACWX, DBEF, HYS, SPY, CWB
|
13F-HR |
7/21/2016, 08:43 PM |
Q1 2016 |
197 |
$700M |
+$87.9M |
-$76.4M |
+$11.5M |
DBEF, ACWX, HYS, AAPL, SPY
|
13F-HR |
5/5/2016, 05:33 PM |
Q4 2015 |
197 |
$686M |
+$76.6M |
-$50.6M |
+$26M |
DBEF, HYS, AAPL, SPY, ACWX
|
13F-HR |
2/1/2016, 07:02 PM |
Q3 2015 |
197 |
$630M |
+$71.1M |
-$48M |
+$23M |
DBEF, AAPL, SPY, HYS, ESRX
|
13F-HR |
11/5/2015, 07:35 PM |
Q2 2015 |
196 |
$661M |
+$51.3M |
-$45.7M |
+$5.6M |
DBEF, SPY, GILD, ESRX, AAPL
|
13F-HR |
8/4/2015, 04:43 PM |
Q1 2015 |
193 |
$662M |
+$57.8M |
-$57.4M |
+$426K |
DBEF, SPY, AAPL, ESRX, CVS
|
13F-HR |
4/20/2015, 06:38 AM |
Q4 2014 |
198 |
$662M |
+$88M |
-$49.6M |
+$38.4M |
DBEF, SPY, AAPL, ESRX, ABBV
|
13F-HR |
2/10/2015, 09:42 PM |
Q3 2014 |
194 |
$602M |
+$49.7M |
-$45.3M |
+$4.36M |
DBEF, EFA, AAPL, PEP, ESRX
|
13F-HR |
10/16/2014, 09:06 AM |
Q2 2014 |
189 |
$602M |
+$64.5M |
-$34.4M |
+$30.1M |
DBEF, DLR, AAPL, PEP, OHI
|
13F-HR |
7/25/2014, 03:51 PM |
Q1 2014 |
187 |
$561M |
+$46.5M |
-$38.3M |
+$8.15M |
DBEF, DLR, ESRX, T, PEP
|
13F-HR |
4/25/2014, 03:01 PM |
Q4 2013 |
191 |
$552M |
$0 |
$0 |
|
XOM, DBEF, T, DLR, PEP
|
13F-HR |
2/14/2014, 05:27 PM |