Q3 2024 |
390 |
$793M |
+$20.6M |
-$36.7M |
-$16.1M |
AAPL, IVV, IEFA, MSFT, IBM
|
13F-HR |
11/14/2024, 10:52 AM |
Q2 2024 |
406 |
$760M |
+$17.8M |
-$22.6M |
-$4.85M |
AAPL, IVV, IEFA, MSFT, IBM
|
13F-HR |
8/14/2024, 11:13 AM |
Q1 2024 |
412 |
$762M |
+$35.1M |
-$67.9M |
-$32.8M |
AAPL, IVV, IEFA, MSFT, IBM
|
13F-HR |
5/15/2024, 10:39 AM |
Q4 2023 |
419 |
$766M |
+$21.2M |
-$33.7M |
-$12.5M |
AAPL, IVV, IEFA, MSFT, IJR
|
13F-HR |
2/2/2024, 12:32 PM |
Q3 2023 |
419 |
$714M |
+$14M |
-$19.7M |
-$5.67M |
AAPL, IVV, IEFA, MSFT, IJR
|
Restatement |
11/14/2023, 10:39 AM |
Q2 2023 |
435 |
$757M |
+$17.1M |
-$28.5M |
-$11.4M |
AAPL, IVV, IEFA, MSFT, IJR
|
13F-HR |
8/1/2023, 03:37 PM |
Q1 2023 |
463 |
$740M |
+$19.5M |
-$22.9M |
-$3.4M |
AAPL, IVV, IEFA, MSFT, IBM
|
13F-HR |
4/20/2023, 11:30 AM |
Q4 2022 |
474 |
$718M |
+$21.8M |
-$22M |
-$211K |
AAPL, IVV, IEFA, IBM, MSFT
|
13F-HR |
1/31/2023, 01:39 PM |
Q3 2022 |
640 |
$655M |
+$18.7M |
-$12.4M |
+$6.31M |
AAPL, IVV, IEFA, ACWI, MSFT
|
13F-HR |
10/28/2022, 12:08 PM |
Q2 2022 |
422 |
$699M |
+$15.5M |
-$28.4M |
-$12.9M |
AAPL, IVV, IEFA, ACWI, IBM
|
13F-HR |
7/26/2022, 12:11 PM |
Q1 2022 |
438 |
$810M |
+$18.5M |
-$50.4M |
-$31.9M |
AAPL, IVV, IEFA, ACWI, MSFT
|
13F-HR |
5/5/2022, 01:13 PM |
Q4 2021 |
448 |
$867M |
+$16.2M |
-$37.9M |
-$21.7M |
AAPL, IVV, IEFA, ACWI, MSFT
|
13F-HR |
1/27/2022, 12:02 PM |
Q3 2021 |
474 |
$821M |
+$34.6M |
-$49.6M |
-$15.1M |
AAPL, IVV, IEFA, ACWI, MSFT
|
13F-HR |
10/28/2021, 09:44 AM |
Q2 2021 |
477 |
$847M |
+$42.8M |
-$32.6M |
+$10.2M |
AAPL, IVV, IEFA, MSFT, IBM
|
13F-HR |
8/3/2021, 12:31 PM |
Q1 2021 |
469 |
$800M |
+$69M |
-$41.2M |
+$27.8M |
AAPL, IVV, IEFA, MSFT, IBM
|
13F-HR |
5/4/2021, 11:52 AM |
Q4 2020 |
471 |
$736M |
+$23.1M |
-$17.1M |
+$6.03M |
AAPL, IVV, IEFA, USMV, MSFT
|
13F-HR |
1/28/2021, 01:01 PM |
Q3 2020 |
454 |
$662M |
+$83M |
-$17M |
+$66M |
AAPL, IVV, IEFA, USMV, MSFT
|
13F-HR |
11/3/2020, 12:14 PM |
Q2 2020 |
465 |
$595M |
+$82.6M |
-$21.5M |
+$61.1M |
IVV, AAPL, IEFA, USMV, MSFT
|
13F-HR |
7/30/2020, 11:54 AM |
Q1 2020 |
410 |
$463M |
+$19.3M |
-$11.5M |
+$7.73M |
AAPL, IVV, USMV, IEFA, IBM
|
13F-HR |
4/30/2020, 10:45 AM |
Q4 2019 |
418 |
$568M |
+$22.2M |
-$14.6M |
+$7.53M |
AAPL, IVV, IEFA, USMV, IBM
|
13F-HR |
2/5/2020, 12:45 PM |
Q3 2019 |
428 |
$527M |
+$10.9M |
-$12.8M |
-$1.95M |
IVV, AAPL, USMV, IEFA, IBM
|
13F-HR |
10/24/2019, 09:31 AM |
Q2 2019 |
436 |
$520M |
+$24.3M |
-$10M |
+$14.3M |
IVV, AAPL, IEFA, USMV, IBM
|
13F-HR |
7/26/2019, 10:59 AM |
Q1 2019 |
463 |
$495M |
+$9.53M |
-$12.2M |
-$2.69M |
IVV, IEFA, AAPL, USMV, IBM
|
13F-HR |
5/2/2019, 11:36 AM |
Q4 2018 |
479 |
$450M |
+$10.4M |
-$11.1M |
-$694K |
IVV, IEFA, USMV, AAPL, IBM
|
13F-HR |
1/30/2019, 01:06 PM |
Q3 2018 |
525 |
$509M |
+$14.1M |
-$69.6M |
-$55.5M |
IVV, AAPL, IEFA, IBM, USMV
|
13F-HR |
11/5/2018, 01:21 PM |
Q2 2018 |
532 |
$535M |
+$18.6M |
-$20.6M |
-$1.94M |
IVV, IEFA, AAPL, IBM, IJR
|
13F-HR |
7/12/2018, 12:01 PM |
Q1 2018 |
576 |
$533M |
+$11M |
-$398M |
-$387M |
IVV, IEFA, IBM, AAPL, IJR
|
13F-HR |
5/3/2018, 11:58 AM |
Q4 2017 |
682 |
$935M |
+$62.1M |
-$60.1M |
+$1.99M |
IVV, IEFA, IBM, AAPL, IJR
|
13F-HR |
2/6/2018, 12:11 PM |
Q3 2017 |
562 |
$907M |
+$28.2M |
-$73.2M |
-$45M |
IVV, IEFA, IBM, IJR, AAPL
|
13F-HR |
10/30/2017, 12:47 PM |
Q2 2017 |
562 |
$925M |
+$451M |
-$5.41M |
+$446M |
IVV, IEFA, IBM, IJR, AAPL
|
13F-HR |
8/3/2017, 12:45 PM |
Q1 2017 |
439 |
$475M |
+$25.4M |
-$15.6M |
+$9.78M |
IVV, IBM, IEFA, IJR, AAPL
|
13F-HR |
5/2/2017, 10:16 AM |
Q4 2016 |
460 |
$456M |
+$19.2M |
-$11.8M |
+$7.38M |
IVV, IBM, IEFA, IJR, IJH
|
13F-HR |
1/30/2017, 12:28 PM |
Q3 2016 |
458 |
$438M |
+$17.4M |
-$10.8M |
+$6.61M |
IVV, IBM, IEFA, AAPL, IJR
|
13F-HR |
10/13/2016, 11:31 AM |
Q2 2016 |
445 |
$424M |
+$9.78M |
-$11.2M |
-$1.46M |
IVV, IBM, IEFA, USMV, IJR
|
13F-HR |
7/14/2016, 11:49 AM |
Q1 2016 |
445 |
$414M |
+$9.78M |
-$21.1M |
-$11.3M |
IVV, IBM, IEFA, USMV, AAPL
|
13F-HR |
4/20/2016, 11:35 AM |
Q4 2015 |
453 |
$413M |
+$29.2M |
-$15.9M |
+$13.3M |
IVV, IBM, IEFA, USMV, IJR
|
13F-HR |
2/3/2016, 02:42 PM |
Q3 2015 |
369 |
$387M |
+$17.6M |
-$22.5M |
-$4.94M |
IVV, IBM, IEFA, AAPL, USMV
|
13F-HR |
10/21/2015, 11:56 AM |
Q2 2015 |
365 |
$422M |
+$14.2M |
-$16.6M |
-$2.42M |
IVV, IBM, IEFA, AAPL, IJR
|
13F-HR |
7/27/2015, 12:15 PM |
Q1 2015 |
360 |
$429M |
+$27.6M |
-$39.9M |
-$12.3M |
IVV, IBM, IEFA, AAPL, IJR
|
13F-HR |
4/27/2015, 12:17 PM |
Q4 2014 |
372 |
$441M |
$0 |
$0 |
|
IVV, CBU, IBM, IEFA, AAPL
|
13F-HR |
2/6/2015, 04:01 PM |