Q3 2024 |
1,441 |
$6.93B |
+$592M |
-$241M |
+$351M |
AAPL, VOO, SPY, IVV, MSFT
|
13F-HR |
10/17/2024, 03:18 PM |
Q2 2024 |
1,372 |
$6.25B |
+$451M |
-$209M |
+$242M |
VOO, AAPL, SPY, IVV, MSFT
|
13F-HR |
7/24/2024, 08:37 AM |
Q1 2024 |
1,380 |
$6.03B |
+$610M |
-$297M |
+$314M |
VOO, SPY, AAPL, IVV, MSFT
|
13F-HR |
4/16/2024, 12:38 PM |
Q4 2023 |
1,372 |
$5.36B |
+$557M |
-$303M |
+$255M |
VOO, AAPL, SPY, MSFT, IVV
|
13F-HR |
1/24/2024, 11:22 AM |
Q3 2023 |
1,281 |
$4.64B |
+$534M |
-$133M |
+$401M |
VOO, AAPL, SPY, MSFT, IVV
|
13F-HR |
10/24/2023, 12:45 PM |
Q2 2023 |
1,193 |
$4.42B |
+$597M |
-$129M |
+$468M |
VOO, AAPL, SPY, MSFT, IVV
|
13F-HR |
7/18/2023, 08:21 AM |
Q1 2023 |
1,126 |
$3.75B |
+$240M |
-$641M |
-$402M |
VOO, SPY, AAPL, IVV, IDEV
|
13F-HR |
4/27/2023, 11:25 AM |
Q4 2022 |
1,136 |
$3.95B |
+$376M |
-$247M |
+$130M |
VOO, SPY, AAPL, IDEV, IVV
|
13F-HR |
1/19/2023, 11:31 AM |
Q3 2022 |
1,117 |
$3.58B |
+$307M |
-$443M |
-$136M |
VOO, AAPL, SPY, IDEV, IVV
|
13F-HR |
10/24/2022, 01:35 PM |
Q2 2022 |
1,189 |
$3.97B |
+$461M |
-$275M |
+$187M |
AAPL, VOO, SPY, GBIL, BIL
|
13F-HR |
7/22/2022, 01:47 PM |
Q1 2022 |
1,265 |
$4.48B |
+$702M |
-$492M |
+$210M |
AAPL, VOO, SPY, IVV, MSFT
|
13F-HR |
4/26/2022, 09:49 AM |
Q4 2021 |
1,253 |
$4.52B |
+$516M |
-$199M |
+$317M |
AAPL, VOO, SPY, IVV, MSFT
|
13F-HR |
1/14/2022, 08:48 AM |
Q3 2021 |
1,183 |
$3.93B |
+$227M |
-$251M |
-$24.4M |
VOO, SPY, AAPL, AMZN, IVV
|
13F-HR |
10/19/2021, 12:39 PM |
Q2 2021 |
1,189 |
$4.02B |
+$296M |
-$111M |
+$185M |
VOO, SPY, AAPL, AMZN, MSFT
|
13F-HR |
7/19/2021, 02:39 PM |
Q1 2021 |
1,117 |
$3.61B |
+$300M |
-$202M |
+$97.7M |
SPY, VOO, AAPL, AMZN, BND
|
13F-HR |
4/27/2021, 11:47 AM |
Q4 2020 |
1,076 |
$3.37B |
+$204M |
-$204M |
+$136K |
AAPL, SPY, VOO, AMZN, BND
|
13F-HR |
1/29/2021, 03:33 PM |
Q3 2020 |
1,018 |
$3.05B |
+$270M |
-$142M |
+$129M |
SPY, AAPL, VOO, AMZN, BND
|
13F-HR |
10/29/2020, 02:38 PM |
Q2 2020 |
997 |
$2.81B |
+$459M |
-$209M |
+$250M |
SPY, VOO, AAPL, BND, AMZN
|
13F-HR |
7/28/2020, 02:58 PM |
Q1 2020 |
920 |
$2.18B |
+$380M |
-$272M |
+$109M |
VOO, SPY, BND, AAPL, GBIL
|
13F-HR |
5/4/2020, 08:18 AM |
Q4 2019 |
980 |
$2.55B |
+$181M |
-$93.8M |
+$87.1M |
VOO, VXUS, SPY, AAPL, BND
|
13F-HR |
1/29/2020, 01:30 PM |
Q3 2019 |
961 |
$2.31B |
+$120M |
-$136M |
-$16.6M |
VOO, VXUS, GBIL, SPY, BND
|
Restatement |
11/12/2019, 01:47 PM |
Q2 2019 |
957 |
$2.31B |
+$158M |
-$135M |
+$23M |
GBIL, VOO, VXUS, SPY, BND
|
13F-HR |
8/6/2019, 10:18 AM |
Q1 2019 |
935 |
$2.22B |
+$173M |
-$95.9M |
+$77.4M |
GBIL, VOO, VXUS, SPY, BND
|
13F-HR |
5/7/2019, 08:59 AM |
Q4 2018 |
876 |
$1.94B |
+$302M |
-$346M |
-$44.2M |
GBIL, VOO, VXUS, BND, SPY
|
13F-HR |
2/8/2019, 01:18 PM |
Q3 2018 |
2,941 |
$2.24B |
+$230M |
-$324M |
-$94.6M |
VOO, GBIL, VXUS, SPY, BND
|
13F-HR |
11/2/2018, 09:59 AM |
Q2 2018 |
971 |
$2.24B |
+$186M |
-$353M |
-$167M |
VOO, VXUS, SPY, GBIL, VTI
|
13F-HR |
8/13/2018, 03:26 PM |
Q1 2018 |
3,101 |
$2.37B |
+$342M |
-$151M |
+$191M |
VXUS, VOO, SPY, VTI, GBIL
|
13F-HR |
5/10/2018, 08:21 AM |
Q4 2017 |
2,793 |
$2.23B |
+$181M |
-$162M |
+$19M |
VXUS, VOO, VTI, SPY, BND
|
13F-HR |
2/9/2018, 07:38 AM |
Q3 2017 |
918 |
$2.12B |
+$276M |
-$149M |
+$126M |
VXUS, VOO, VTI, SPY, BND
|
13F-HR |
11/7/2017, 08:32 AM |
Q2 2017 |
825 |
$1.94B |
+$224M |
-$90.1M |
+$134M |
VXUS, VOO, VTI, SPY, BND
|
13F-HR |
7/31/2017, 09:12 AM |
Q1 2017 |
793 |
$1.77B |
+$271M |
-$158M |
+$114M |
VXUS, VOO, VTI, SPY, BND
|
13F-HR |
5/11/2017, 12:21 PM |
Q4 2016 |
719 |
$1.61B |
+$253M |
-$146M |
+$107M |
VOO, VXUS, VXF, BND, SPY
|
13F-HR |
2/2/2017, 09:27 AM |
Q3 2016 |
677 |
$1.48B |
+$222M |
-$117M |
+$106M |
VOO, VXUS, VXF, SPY, BND
|
13F-HR |
11/1/2016, 10:54 AM |
Q2 2016 |
622 |
$1.35B |
+$357M |
-$202M |
+$155M |
VOO, VXUS, VXF, SPY, QQQ
|
13F-HR |
8/12/2016, 09:06 AM |
Q1 2016 |
579 |
$1.17B |
+$217M |
-$262M |
-$45.7M |
VXUS, VXF, QQQ, SPY, VTI
|
13F-HR |
5/9/2016, 09:32 AM |
Q4 2015 |
583 |
$1.2B |
+$516M |
-$137M |
+$380M |
QQQ, FV, IJH, VBK, SPY
|
13F-HR |
2/16/2016, 02:02 PM |
Q3 2015 |
541 |
$796M |
+$222M |
-$152M |
+$70M |
QQQ, PHDG, IJH, SHY, VBK
|
13F-HR |
10/30/2015, 10:18 AM |
Q2 2015 |
523 |
$779M |
+$136M |
-$187M |
-$50.9M |
QQQ, VBK, IJH, FV, PFF
|
13F-HR |
8/12/2015, 10:43 AM |
Q1 2015 |
620 |
$841M |
+$323M |
-$39.3M |
+$284M |
IJH, QQQ, VBK, FV, PDP
|
13F-HR |
5/13/2015, 12:18 PM |
Q4 2014 |
507 |
$556M |
+$206M |
-$85.2M |
+$121M |
IJH, AGG, PDP, VUG, VBK
|
Restatement |
2/9/2015, 03:45 PM |
Q3 2014 |
318 |
$426M |
+$171M |
-$39.7M |
+$131M |
VUG, PDP, IJH, VBK, VQT
|
13F-HR |
11/6/2014, 08:30 AM |
Q2 2014 |
315 |
$300M |
$0 |
$0 |
|
AAPL, XOM, FSK, T, JNJ
|
Restatement |
7/17/2014, 03:51 PM |