Q3 2024 |
82 |
$816M |
+$180M |
-$185M |
-$4.47M |
VTI, AMZN, NVO, RBLX, MSFT
|
13F-HR |
11/14/2024, 02:33 PM |
Q2 2024 |
133 |
$790M |
+$192M |
-$314M |
-$122M |
VTI, NVO, BIL, AMZN, ELV
|
13F-HR |
8/14/2024, 02:16 PM |
Q1 2024 |
180 |
$943M |
+$390M |
-$116M |
+$274M |
VTI, BIL, NVO, META, ELV
|
13F-HR |
5/15/2024, 02:14 PM |
Q4 2023 |
131 |
$619M |
+$131M |
-$98.5M |
+$32.7M |
VTI, BIL, VWO, TTE, ELV
|
13F-HR |
2/14/2024, 01:59 PM |
Q3 2023 |
146 |
$545M |
+$95.2M |
-$90M |
+$5.21M |
VTI, VWO, TTE, APO, NVO
|
13F-HR |
11/14/2023, 01:58 PM |
Q2 2023 |
141 |
$544M |
+$80.5M |
-$104M |
-$23.7M |
VTI, VWO, VT, ELV, APO
|
13F-HR |
8/14/2023, 11:26 AM |
Q1 2023 |
155 |
$536M |
+$109M |
-$98.5M |
+$10.8M |
VTI, VWO, GE, NVO, TTE
|
13F-HR |
5/15/2023, 12:14 PM |
Q4 2022 |
156 |
$486M |
+$99M |
-$86M |
+$12.9M |
VTI, ELV, GE, VT, TTE
|
13F-HR |
2/14/2023, 02:35 PM |
Q3 2022 |
156 |
$452M |
+$69.4M |
-$90.5M |
-$21.1M |
VTI, ELV, VT, TTE, CNQ
|
13F-HR |
11/14/2022, 10:56 AM |
Q2 2022 |
151 |
$495M |
+$142M |
-$158M |
-$15.8M |
VTI, ELV, VT, LUMN, GE
|
Restatement |
8/16/2022, 08:52 AM |
Q1 2022 |
126 |
$595M |
+$127M |
-$72.5M |
+$54.8M |
VTI, GE, NOW, ELV, VT
|
13F-HR |
5/13/2022, 02:28 PM |
Q4 2021 |
115 |
$566M |
+$129M |
-$164M |
-$35.3M |
VTI, GE, VT, ELV, MSFT
|
13F-HR |
2/11/2022, 04:34 PM |
Q3 2021 |
109 |
$585M |
+$142M |
-$176M |
-$33.9M |
VTI, VT, AZN, AMZN, GE
|
13F-HR |
11/12/2021, 02:23 PM |
Q2 2021 |
114 |
$570M |
+$120M |
-$147M |
-$26.3M |
VTI, AZN, MSFT, VT, LUMN
|
13F-HR |
8/13/2021, 11:02 AM |
Q1 2021 |
107 |
$566M |
+$142M |
-$190M |
-$48.7M |
VTI, GE, JPM, FIS, LUMN
|
13F-HR |
5/14/2021, 03:53 PM |
Q4 2020 |
104 |
$595M |
+$149M |
-$106M |
+$42.7M |
VTI, NFE, JPM, MSFT, NIO
|
13F-HR |
2/12/2021, 11:46 AM |
Q3 2020 |
91 |
$162M |
$0 |
$0 |
|
WUBA, AMZN, FDX, FIS, ELV
|
13F-HR |
11/12/2020, 11:03 AM |
Q2 2020 |
91 |
$530M |
+$178M |
-$173M |
+$4.74M |
VTI, PGNY, AMZN, MSFT, GE
|
13F-HR |
8/11/2020, 11:22 AM |
Q1 2020 |
82 |
$421M |
+$91.3M |
-$61.9M |
+$29.4M |
VTI, DDOG, AMZN, GOOGL, AZN
|
13F-HR |
5/12/2020, 11:31 AM |
Q4 2019 |
79 |
$477M |
+$78.4M |
-$140M |
-$61.9M |
VTI, GOOGL, AMZN, AZN, HDB
|
13F-HR |
2/10/2020, 09:50 AM |
Q3 2019 |
81 |
$496M |
+$156M |
-$116M |
+$39.6M |
VTI, AMZN, GOOGL, MA, AZN
|
13F-HR |
11/13/2019, 11:04 AM |
Q2 2019 |
70 |
$468M |
+$50.9M |
-$105M |
-$54.5M |
VTI, VWO, ELV, VEA, GOOGL
|
13F-HR |
8/8/2019, 10:55 AM |
Q1 2019 |
73 |
$511M |
+$139M |
-$122M |
+$16.3M |
VTI, GOOGL, VWO, V, VEA
|
13F-HR |
5/6/2019, 12:28 PM |
Q4 2018 |
73 |
$436M |
+$62M |
-$137M |
-$74.7M |
VTI, GOOGL, VWO, AMZN, V
|
13F-HR |
2/7/2019, 09:41 AM |
Q3 2018 |
77 |
$590M |
+$202M |
-$259M |
-$57.5M |
VTI, GOOGL, VEA, VWO, AMZN
|
13F-HR |
11/13/2018, 09:01 AM |
Q2 2018 |
121 |
$636M |
+$90.9M |
-$153M |
-$61.8M |
VWO, VEA, GOOGL, FOXA, V
|
13F-HR |
8/9/2018, 09:50 AM |
Q1 2018 |
136 |
$701M |
+$112M |
-$140M |
-$28.5M |
VWO, VEA, GOOGL, FOXA, META
|
13F-HR |
4/24/2018, 04:06 PM |
Q4 2017 |
240 |
$736M |
+$128M |
-$100M |
+$27.3M |
VEA, VWO, GOOGL, FTAI, BRKB
|
13F-HR |
2/8/2018, 10:39 AM |
Q3 2017 |
222 |
$672M |
+$269M |
-$292M |
-$22.6M |
VEA, VWO, VTI, GOOGL, FTAI
|
13F-HR |
11/1/2017, 02:15 PM |
Q2 2017 |
422 |
$667M |
+$103M |
-$153M |
-$49.6M |
VEA, INTF, IEMG, INCO, EMGF
|
13F-HR |
7/25/2017, 03:53 PM |
Q1 2017 |
489 |
$711M |
+$189M |
-$159M |
+$29.4M |
VEA, INTF, IEMG, BRKB, INCO
|
13F-HR |
5/5/2017, 09:27 AM |
Q4 2016 |
488 |
$636M |
+$256M |
-$286M |
-$30.2M |
VEA, INTF, IEMG, EMGF, BRKB
|
13F-HR |
1/27/2017, 01:58 PM |
Q3 2016 |
474 |
$666M |
+$141M |
-$96.4M |
+$45M |
EFAV, INTF, EFA, EMGF, FTAI
|
13F-HR |
10/21/2016, 08:22 AM |
Q2 2016 |
443 |
$596M |
+$147M |
-$147M |
+$388K |
EFAV, INTF, EMGF, EFA, VTI
|
13F-HR |
7/22/2016, 11:18 AM |
Q1 2016 |
445 |
$589M |
+$150M |
-$199M |
-$49M |
EFAV, AAPL, BRKB, VTI, EEMV
|
13F-HR |
5/2/2016, 09:20 AM |
Q4 2015 |
425 |
$631M |
+$286M |
-$270M |
+$15.8M |
EFAV, VXUS, EEMV, BRKB, FTAI
|
13F-HR |
2/4/2016, 10:49 AM |
Q3 2015 |
488 |
$606M |
+$139M |
-$170M |
-$30.3M |
VXUS, EEMV, VWO, TSLX, PXD
|
13F-HR |
10/23/2015, 09:54 AM |
Q2 2015 |
513 |
$710M |
+$126M |
-$205M |
-$78.8M |
VXUS, VWO, EEMV, TSLX, DGS
|
13F-HR |
7/29/2015, 11:33 AM |
Q1 2015 |
514 |
$798M |
+$167M |
-$121M |
+$46.1M |
VXUS, VWO, PXD, MA, TSLX
|
13F-HR |
5/14/2015, 11:17 AM |
Q4 2014 |
482 |
$734M |
+$400M |
-$138M |
+$262M |
VXUS, VWO, MA, PXD, DGS
|
13F-HR |
2/11/2015, 11:52 AM |
Q3 2014 |
276 |
$476M |
+$150M |
-$95.9M |
+$54.2M |
VXUS, VWO, EEM, MSFT, DGS
|
13F-HR |
11/5/2014, 04:22 PM |
Q2 2014 |
192 |
$431M |
+$90.5M |
-$97M |
-$6.45M |
VXUS, VWO, EEM, DGS, MSFT
|
13F-HR |
8/1/2014, 03:05 PM |
Q1 2014 |
164 |
$416M |
+$146M |
-$119M |
+$26.9M |
VXUS, VWO, EEM, MSFT, VTI
|
13F-HR |
5/9/2014, 11:26 AM |
Q4 2013 |
602 |
$399M |
$0 |
$0 |
|
VWO, VXUS, EEM, VTI, MSFT
|
13F-HR |
1/31/2014, 03:07 PM |