Q3 2024 |
10 |
$409M |
+$208K |
-$3.64M |
-$3.44M |
GOVT, SPY, AAPL, CAT, DFAS
|
13F-HR |
10/21/2024, 12:28 PM |
Q2 2024 |
9 |
$394M |
$0 |
-$7.87M |
-$7.87M |
GOVT, SPY, AAPL, CAT, DFAS
|
13F-HR |
7/16/2024, 05:45 PM |
Q1 2024 |
9 |
$396M |
+$6.69M |
-$15.6M |
-$8.88M |
GOVT, SPY, AAPL, CAT, DFAS
|
13F-HR |
5/3/2024, 05:16 PM |
Q4 2023 |
9 |
$391M |
+$221M |
-$230M |
-$9.42M |
GOVT, SPY, AAPL, CAT, DFAS
|
13F-HR |
1/23/2024, 06:32 PM |
Q3 2023 |
11 |
$384M |
+$38.3M |
-$66.1M |
-$27.8M |
IEF, SPY, SHV, AAPL, CAT
|
13F-HR |
10/19/2023, 11:48 AM |
Q2 2023 |
11 |
$424M |
$0 |
-$20.5M |
-$20.5M |
SPY, SHV, IEF, AAPL, DFAS
|
13F-HR |
7/21/2023, 10:38 AM |
Q1 2023 |
13 |
$433M |
+$48.7M |
-$61.4M |
-$12.7M |
SPY, SHV, IEF, AAPL, DFAS
|
13F-HR |
4/20/2023, 09:35 PM |
Q4 2022 |
12 |
$426M |
+$211K |
-$11.7M |
-$11.4M |
SPY, IEF, SHV, AAPL, WAL
|
13F-HR |
1/27/2023, 06:06 PM |
Q3 2022 |
11 |
$425M |
$0 |
-$3.47M |
-$3.47M |
SPY, IEF, SHV, AAPL, WAL
|
13F-HR |
10/24/2022, 04:01 PM |
Q2 2022 |
11 |
$448M |
+$96.7M |
-$119M |
-$22.5M |
SPY, IEF, SHV, AAPL, WAL
|
13F-HR |
7/22/2022, 04:02 PM |
Q1 2022 |
16 |
$513M |
+$98.7M |
-$96.1M |
+$2.58M |
SPY, SHV, IEF, AAPL, WAL
|
13F-HR |
4/21/2022, 07:49 PM |
Q4 2021 |
18 |
$521M |
+$6.76M |
$0 |
+$6.76M |
SHV, SPY, AAPL, WAL, DFAS
|
13F-HR |
1/20/2022, 09:46 PM |
Q3 2021 |
14 |
$494M |
+$6.06M |
$0 |
+$6.06M |
SHV, SPY, AAPL, WAL, DFAS
|
13F-HR |
10/18/2021, 10:45 AM |
Q2 2021 |
14 |
$487M |
+$29.6M |
-$8.53M |
+$21.1M |
SHV, SPY, AAPL, WAL, DFAS
|
13F-HR |
7/21/2021, 08:06 PM |
Q1 2021 |
11 |
$451M |
+$33.7M |
$0 |
+$33.7M |
SHV, SPY, AAPL, WAL, CAT
|
13F-HR |
4/22/2021, 08:49 PM |
Q4 2020 |
11 |
$408M |
+$97.3M |
$0 |
+$97.3M |
SHV, SPY, AAPL, WAL, JNJ
|
13F-HR |
1/22/2021, 05:25 PM |
Q3 2020 |
11 |
$296M |
+$2.35M |
-$9.58M |
-$7.23M |
SHV, SPY, AAPL, JNJ, AMZN
|
13F-HR |
10/20/2020, 04:53 PM |
Q2 2020 |
10 |
$295M |
+$51.2M |
-$79M |
-$27.8M |
SHV, SPY, AAPL, JNJ, WAL
|
13F-HR |
7/15/2020, 09:56 AM |
Q1 2020 |
13 |
$296M |
+$167M |
-$74.6M |
+$92.1M |
SPY, SHV, EFA, IEF, AAPL
|
13F-HR |
4/29/2020, 02:45 PM |
Q4 2019 |
14 |
$224M |
+$200K |
-$16.2M |
-$16M |
SPY, IEF, EFA, AAPL, GOVT
|
13F-HR |
1/10/2020, 06:45 PM |
Q3 2019 |
14 |
$230M |
+$538K |
-$13.5M |
-$13M |
SPY, IEF, EFA, AAPL, GOVT
|
13F-HR |
10/22/2019, 01:47 PM |
Q2 2019 |
13 |
$240M |
+$10.8M |
-$12.5M |
-$1.74M |
SPY, IEF, EFA, AAPL, GOVT
|
13F-HR |
7/24/2019, 02:42 PM |
Q1 2019 |
16 |
$235M |
+$2.95M |
-$6.11M |
-$3.16M |
SPY, IEF, EFA, AAPL, GOVT
|
13F-HR |
4/10/2019, 02:51 PM |
Q4 2018 |
18 |
$218M |
+$26.1M |
-$5.94M |
+$20.2M |
SPY, IEF, EFA, WAL, AAPL
|
13F-HR |
2/12/2019, 08:24 PM |
Q3 2018 |
25 |
$218M |
+$8.14M |
-$21.9K |
+$8.12M |
SPY, IEF, EFA, WAL, ABBV
|
13F-HR |
10/17/2018, 09:12 AM |
Q2 2018 |
20 |
$204M |
+$7.78M |
$0 |
+$7.78M |
SPY, IEF, EFA, WAL, ABBV
|
13F-HR |
7/16/2018, 04:42 PM |
Q1 2018 |
17 |
$195M |
+$2.35M |
-$487K |
+$1.86M |
SPY, IEF, EFA, WAL, ABBV
|
13F-HR |
4/12/2018, 04:10 PM |
Q4 2017 |
16 |
$196M |
+$13.2M |
-$6.7M |
+$6.48M |
SPY, IEF, EFA, WAL, ABBV
|
13F-HR |
1/17/2018, 08:16 AM |
Q3 2017 |
15 |
$184M |
+$1.64M |
-$49.9K |
+$1.59M |
SPY, IEF, EFA, WAL, ABBV
|
13F-HR |
10/13/2017, 01:38 PM |
Q2 2017 |
14 |
$176M |
+$4.39M |
$0 |
+$4.39M |
SPY, IEF, EFA, WAL, ABBV
|
13F-HR |
7/10/2017, 06:51 PM |
Q1 2017 |
14 |
$168M |
+$5.49M |
-$12.3M |
-$6.84M |
SPY, IEF, EFA, WAL, ABBV
|
13F-HR |
4/11/2017, 09:38 PM |
Q4 2016 |
14 |
$167M |
+$56.7K |
-$38M |
-$38M |
SPY, IEF, EFA, WAL, ABBV
|
13F-HR |
1/12/2017, 04:03 PM |
Q3 2016 |
18 |
$206M |
+$223K |
-$18M |
-$17.8M |
SPY, IEF, EFA, WAL, ABBV
|
13F-HR |
10/12/2016, 06:15 PM |
Q2 2016 |
17 |
$218M |
+$11.7M |
-$5.18M |
+$6.48M |
SPY, IEF, EFA, WAL, ABBV
|
13F-HR |
7/11/2016, 08:36 PM |
Q1 2016 |
15 |
$209M |
+$22.6M |
-$12.5M |
+$10M |
SPY, IEF, EFA, WAL, ABBV
|
13F-HR |
4/13/2016, 07:21 PM |
Q4 2015 |
14 |
$197M |
+$15.9M |
-$3.28M |
+$12.6M |
SPY, IEF, EFA, WAL, ABBV
|
13F-HR |
1/13/2016, 06:37 PM |
Q3 2015 |
16 |
$179M |
+$38.1M |
-$58.3K |
+$38M |
SPY, IEF, EFA, WAL, XOM
|
13F-HR |
10/14/2015, 04:15 PM |
Q2 2015 |
16 |
$148M |
+$14.6M |
-$22.6M |
-$7.98M |
SPY, IEF, EFA, WAL, XOM
|
13F-HR |
7/27/2015, 08:24 PM |
Q1 2015 |
17 |
$157M |
+$33.7M |
-$33.5M |
+$206K |
SPY, IEF, EFA, AGG, WAL
|
13F-HR |
5/15/2015, 02:52 PM |
Q4 2014 |
16 |
$155M |
+$10M |
-$6.45M |
+$3.55M |
SPY, AGG, EFA, WAL, XOM
|
13F-HR |
1/21/2015, 08:26 PM |
Q3 2014 |
13 |
$149M |
+$4.03M |
-$501K |
+$3.53M |
SPY, AGG, EFA, MUB, WAL
|
13F-HR |
10/29/2014, 10:02 AM |
Q2 2014 |
13 |
$147M |
+$855K |
-$1.7M |
-$841K |
SPY, AGG, EFA, MUB, WAL
|
13F-HR |
7/24/2014, 07:02 AM |
Q1 2014 |
13 |
$144M |
+$9.92M |
-$2.68M |
+$7.24M |
AGG, SPY, EFA, MUB, XOM
|
13F-HR |
4/23/2014, 07:11 PM |
Q4 2013 |
13 |
$136M |
$0 |
$0 |
|
SPY, AGG, EFA, MUB, XOM
|
Restatement |
1/22/2014, 07:03 PM |