Q3 2024 |
151 |
$476M |
+$27.6M |
-$21.2M |
+$6.46M |
IVV, AAPL, IVE, IJH, IVW
|
13F-HR |
10/16/2024, 05:11 PM |
Q2 2024 |
148 |
$446M |
+$11.8M |
-$11.6M |
+$178K |
IVV, AAPL, IVE, IJH, IVW
|
13F-HR |
7/19/2024, 05:17 PM |
Q1 2024 |
151 |
$435M |
+$34M |
-$15.2M |
+$18.8M |
IVV, AAPL, IVE, IJH, IVW
|
13F-HR |
4/17/2024, 06:40 PM |
Q4 2023 |
144 |
$413M |
+$27.4M |
-$20.1M |
+$7.29M |
IVV, AAPL, IVE, IJH, IVW
|
13F-HR |
1/19/2024, 04:26 PM |
Q3 2023 |
140 |
$372M |
+$18.9M |
-$13.7M |
+$5.22M |
IVV, AAPL, IVE, IJH, BSCO
|
13F-HR |
10/24/2023, 09:44 PM |
Q2 2023 |
137 |
$380M |
+$12.4M |
-$11.9M |
+$559K |
AAPL, IVV, IVE, IJH, IVW
|
13F-HR |
7/20/2023, 10:10 AM |
Q1 2023 |
140 |
$359M |
+$21.9M |
-$1.9M |
+$20M |
AAPL, IVV, IVE, IJH, IVW
|
13F-HR |
4/14/2023, 02:39 PM |
Q4 2022 |
137 |
$321M |
+$15.3M |
-$11.1M |
+$4.16M |
IVV, AAPL, IVE, IJH, IVW
|
13F-HR |
2/14/2023, 03:31 PM |
Q3 2022 |
115 |
$302M |
+$11.4M |
-$5.94M |
+$5.44M |
AAPL, IVV, IVE, IVW, IJH
|
13F-HR |
10/26/2022, 09:50 AM |
Q2 2022 |
117 |
$311M |
+$18.5M |
-$10.3M |
+$8.21M |
AAPL, IVV, IVE, IVW, IJH
|
13F-HR |
7/28/2022, 08:34 PM |
Q1 2022 |
123 |
$354M |
+$17.1M |
-$14.9M |
+$2.12M |
AAPL, IVV, IVE, IVW, EUSA
|
13F-HR |
4/19/2022, 08:35 PM |
Q4 2021 |
124 |
$365M |
+$13.7M |
-$14.8M |
-$1.1M |
AAPL, IVV, IVE, EUSA, IVW
|
13F-HR |
1/27/2022, 08:32 PM |
Q3 2021 |
558 |
$342M |
+$14.6M |
-$4.34M |
+$10.2M |
AAPL, IVV, IVE, EUSA, IJH
|
13F-HR |
11/2/2021, 04:02 PM |
Q2 2021 |
546 |
$333M |
+$20.9M |
-$10.7M |
+$10.2M |
AAPL, IVV, IVE, EUSA, IJH
|
13F-HR |
7/29/2021, 03:53 PM |
Q1 2021 |
530 |
$307M |
+$83M |
-$54.6M |
+$28.3M |
AAPL, IVV, EUSA, BSCM, IJH
|
13F-HR |
4/28/2021, 04:59 PM |
Q4 2020 |
477 |
$267M |
+$97.4M |
-$32.3M |
+$65.1M |
BSCL, AAPL, IVV, BSCM, BSJL
|
13F-HR |
1/26/2021, 03:28 PM |
Q3 2020 |
428 |
$199M |
+$27M |
-$15.7M |
+$11.3M |
BSCL, IVV, BSCM, BSJL, BSCK
|
13F-HR |
11/3/2020, 12:20 PM |
Q2 2020 |
398 |
$185M |
+$49.8M |
-$19.2M |
+$30.6M |
BSCL, BSCK, BSCM, BSJL, SHY
|
13F-HR |
7/28/2020, 02:21 PM |
Q1 2020 |
343 |
$146M |
+$33.1M |
-$73.5M |
-$40.4M |
SHY, BSCL, BSCK, BSJL, BSCM
|
13F-HR |
4/27/2020, 02:11 PM |
Q4 2019 |
373 |
$218M |
+$5.74M |
-$4.79M |
+$944K |
IVV, BSCL, BSCK, BSJL, BSCM
|
13F-HR |
1/23/2020, 06:08 PM |
Q3 2019 |
378 |
$208M |
+$23.9M |
-$19.8M |
+$4.07M |
IVV, BSCL, BSCK, BSJL, IJH
|
13F-HR |
10/31/2019, 04:41 PM |
Q2 2019 |
373 |
$204M |
+$13.7M |
-$6.8M |
+$6.9M |
IVV, BSCK, IJH, BSCM, BSCL
|
13F-HR |
7/29/2019, 08:59 PM |
Q1 2019 |
369 |
$193M |
+$13.7M |
-$12.3M |
+$1.48M |
IVV, BSCK, IJH, BSCM, BSCL
|
13F-HR |
4/12/2019, 02:01 PM |
Q4 2018 |
360 |
$178M |
+$12.6M |
-$5.15M |
+$7.48M |
IVV, BSCK, BSCL, BSCM, IJH
|
13F-HR |
1/17/2019, 10:44 AM |
Q3 2018 |
357 |
$188M |
+$16.3M |
-$5.84M |
+$10.5M |
IVV, BSCK, IJH, EFA, BSJJ
|
13F-HR |
10/25/2018, 06:00 PM |
Q2 2018 |
278 |
$173M |
+$81.5M |
-$3.16M |
+$78.4M |
IVV, BSCK, BSCJ, IJH, BSJJ
|
13F-HR |
7/27/2018, 11:30 AM |
Q1 2018 |
253 |
$92.2M |
+$3.76M |
-$76.4M |
-$72.6M |
IVV, EFA, IJH, IJR, SPY
|
13F-HR |
5/8/2018, 03:04 PM |
Q4 2017 |
255 |
$166M |
+$9.87M |
-$8.97M |
+$901K |
IVV, BSCK, BSCJ, EFA, IJH
|
13F-HR |
1/26/2018, 06:34 PM |
Q3 2017 |
261 |
$162M |
+$18.9M |
-$15.8M |
+$3.08M |
IVV, BSCK, BSCJ, EFA, BSJJ
|
13F-HR |
11/3/2017, 02:54 PM |
Q2 2017 |
260 |
$156M |
+$3.7M |
-$1.2M |
+$2.5M |
IVV, BSCK, BSCI, BSCJ, BSJI
|
13F-HR |
8/9/2017, 05:17 PM |
Q1 2017 |
261 |
$151M |
+$32M |
-$24.4M |
+$7.63M |
IVV, BSCI, BSCK, BSCJ, BSJI
|
13F-HR |
5/1/2017, 04:13 PM |
Q4 2016 |
265 |
$143M |
+$6.86M |
-$5.91M |
+$951K |
IVV, BSCH, BSCI, BSCJ, BSJH
|
13F-HR |
1/26/2017, 01:13 PM |
Q3 2016 |
266 |
$140M |
+$7.39M |
-$3.66M |
+$3.72M |
IVV, BSCH, BSCI, BSCJ, BSJH
|
13F-HR |
11/3/2016, 03:48 PM |
Q2 2016 |
273 |
$134M |
+$8.37M |
-$4.76M |
+$3.61M |
IVV, BSCH, BSCI, BSCJ, BSJH
|
13F-HR |
7/29/2016, 12:14 PM |
Q1 2016 |
279 |
$129M |
+$9.25M |
-$88.3M |
-$79M |
IVV, BSCH, EFA, BSCI, BSJH
|
13F-HR |
5/5/2016, 02:40 PM |
Q3 2015 |
364 |
$203M |
+$10.2M |
-$5.71M |
+$4.44M |
BSCI, IVV, BSJJ, SCHX, EFA
|
13F-HR |
11/6/2015, 06:38 PM |
Q2 2015 |
329 |
$211M |
+$8.61M |
-$4.5M |
+$4.12M |
BSCI, IVV, BSJJ, EFA, SCHX
|
13F-HR |
8/13/2015, 03:07 PM |
Q1 2015 |
315 |
$208M |
+$40.6M |
-$17.2M |
+$23.5M |
BSCI, IVV, BSJJ, EFA, SCHX
|
13F-HR |
5/6/2015, 04:01 PM |
Q4 2014 |
294 |
$181M |
$0 |
$0 |
|
BSCI, IVV, SCHX, EFA, BSJJ
|
Restatement |
2/13/2015, 05:47 PM |