Q3 2024 |
1,369 |
$588M |
+$41.4M |
-$14.1M |
+$27.2M |
IVV, IMTB, AAPL, IEFA, CGCP
|
13F-HR |
10/11/2024, 12:27 PM |
Q2 2024 |
1,346 |
$535M |
+$37.4M |
-$18.6M |
+$18.7M |
IVV, IMTB, AAPL, IEFA, CGCP
|
13F-HR |
7/24/2024, 08:07 AM |
Q1 2024 |
1,249 |
$518M |
+$44.7M |
-$50.5M |
-$5.79M |
IVV, IMTB, IEFA, AAPL, IJR
|
13F-HR |
5/2/2024, 09:39 AM |
Q4 2023 |
1,225 |
$501M |
+$43.5M |
-$30.5M |
+$13M |
IVV, IMTB, AAPL, IEFA, MSFT
|
13F-HR |
2/13/2024, 07:43 AM |
Q3 2023 |
1,218 |
$450M |
+$88.7M |
-$53.4M |
+$35.3M |
IVV, IMTB, AAPL, IEFA, IBTH
|
13F-HR |
10/24/2023, 10:44 AM |
Q2 2023 |
1,194 |
$356M |
+$6.13M |
-$4.59M |
+$1.54M |
IVV, IEFA, IMTB, IBTH, IJR
|
13F-HR |
7/25/2023, 04:00 PM |
Q1 2023 |
1,186 |
$380M |
+$2.88M |
-$7.98M |
-$5.1M |
IVV, IEFA, IMTB, IBTH, IJR
|
13F-HR |
4/18/2023, 12:42 PM |
Q4 2022 |
1,179 |
$414M |
+$60.3M |
-$47M |
+$13.3M |
IVV, AAPL, IEFA, IMTB, IBTH
|
13F-HR |
2/14/2023, 04:03 PM |
Q3 2022 |
1,210 |
$384M |
+$33M |
-$19.8M |
+$13.2M |
IVV, AAPL, IEFA, IJR, MSFT
|
13F-HR |
10/20/2022, 09:58 AM |
Q2 2022 |
1,196 |
$388M |
+$55.9M |
-$40.3M |
+$15.6M |
IVV, AAPL, IEFA, MSFT, IJR
|
13F-HR |
7/26/2022, 09:11 AM |
Q1 2022 |
1,202 |
$431M |
+$76.1M |
-$38.4M |
+$37.7M |
IVV, AAPL, MSFT, MBB, RPG
|
13F-HR |
5/3/2022, 03:08 PM |
Q4 2021 |
1,166 |
$415M |
+$54.1M |
-$33.7M |
+$20.4M |
IVV, AAPL, RPG, MBB, RPV
|
13F-HR |
2/14/2022, 12:01 PM |
Q3 2021 |
1,139 |
$375M |
+$40.7M |
-$34.8M |
+$5.92M |
IVV, MBB, RPG, AAPL, RPV
|
13F-HR |
11/16/2021, 08:47 AM |
Q2 2021 |
1,145 |
$378M |
+$39.9M |
-$23.9M |
+$16M |
IVV, MBB, RPG, AAPL, RPV
|
13F-HR |
8/16/2021, 05:24 PM |
Q1 2021 |
1,127 |
$344M |
+$38.3M |
-$22.2M |
+$16.1M |
MBB, RPG, IVV, AAPL, RPV
|
13F-HR |
5/17/2021, 11:31 AM |
Q4 2020 |
1,053 |
$312M |
+$36.4M |
-$42.7M |
-$6.33M |
MBB, RPG, AAPL, IVV, RPV
|
13F-HR |
2/16/2021, 04:42 PM |
Q3 2020 |
1,121 |
$286M |
+$53.4M |
-$26.5M |
+$26.9M |
RPG, AAPL, IVV, MBB, RPV
|
13F-HR |
11/10/2020, 09:51 AM |
Q2 2020 |
1,040 |
$251M |
$0 |
$0 |
|
RPG, AAPL, RPV, IVV, PBP
|
New Holdings |
9/11/2020, 09:19 AM |
Q2 2020 |
1,040 |
$251M |
+$52.9M |
-$40.7M |
+$12.2M |
RPG, AAPL, RPV, IVV, PBP
|
13F-HR |
8/14/2020, 02:50 PM |
Q1 2020 |
1,094 |
$205M |
+$39.5M |
-$27.6M |
+$11.9M |
RPG, RPV, PGF, PBP, IVV
|
13F-HR |
5/15/2020, 02:34 PM |
Q4 2019 |
1,059 |
$246M |
+$36.8M |
-$28.9M |
+$7.92M |
RPG, RPV, TFC, PGF, ACWI
|
13F-HR |
1/23/2020, 03:33 PM |
Q3 2019 |
1,026 |
$225M |
+$24.8M |
-$49.8M |
-$25M |
RPG, RPV, BBT, PGF, ACWI
|
13F-HR |
10/29/2019, 11:05 AM |
Q2 2019 |
1,029 |
$249M |
+$21.6M |
-$17.1M |
+$4.43M |
RPG, USMV, PBP, RPV, EEMV
|
13F-HR |
8/1/2019, 03:25 PM |
Q1 2019 |
1,270 |
$237M |
+$40.4M |
-$26.2M |
+$14.2M |
RPG, PBP, USMV, RPV, EEMV
|
13F-HR |
5/9/2019, 05:01 PM |
Q4 2018 |
1,291 |
$202M |
$0 |
$0 |
|
RPG, PGF, RPV, ACWI, BBT
|
13F-HR |
2/11/2019, 12:22 PM |