Q2 2024 |
2,698 |
$1.35B |
+$123M |
-$32M |
+$91.3M |
IVV, JPST, AAPL, IEFA, IJH
|
13F-HR |
8/12/2024, 04:18 PM |
Q1 2024 |
2,716 |
$1.27B |
+$92.8M |
-$42.9M |
+$49.9M |
IVV, JPST, IJH, IEFA, AAPL
|
13F-HR |
5/15/2024, 02:03 PM |
Q4 2023 |
2,690 |
$1.16B |
+$99.2M |
-$33.4M |
+$65.8M |
IVV, JPST, AAPL, IEFA, IJH
|
13F-HR |
2/8/2024, 01:48 PM |
Q3 2023 |
2,684 |
$999M |
+$57.7M |
-$27.6M |
+$30.1M |
IVV, AAPL, JPST, IEFA, IJH
|
13F-HR |
11/14/2023, 11:57 AM |
Q2 2023 |
2,682 |
$1.01B |
+$41.7M |
-$41.8M |
-$38.2K |
IVV, AAPL, JPST, IEFA, IJH
|
13F-HR |
8/9/2023, 06:02 PM |
Q1 2023 |
2,713 |
$960M |
+$73.6M |
-$44.6M |
+$28.9M |
IVV, AAPL, JPST, IEFA, IJH
|
13F-HR |
5/11/2023, 02:10 PM |
Q4 2022 |
2,728 |
$882M |
+$113M |
-$45.3M |
+$68.1M |
IVV, JPST, IJH, IEFA, AAPL
|
13F-HR |
2/10/2023, 06:30 PM |
Q3 2022 |
2,615 |
$756M |
+$121M |
-$54.1M |
+$67.2M |
IVV, JPST, AAPL, IEFA, IJH
|
13F-HR |
11/10/2022, 12:47 PM |
Q2 2022 |
2,507 |
$744M |
+$74.5M |
-$22.3M |
+$52.2M |
IVV, JPST, IEFA, AAPL, IJH
|
13F-HR |
8/9/2022, 11:51 AM |
Q1 2022 |
2,469 |
$825M |
+$55.8M |
-$24.5M |
+$31.4M |
IVV, JPST, AAPL, IJH, TGT
|
13F-HR |
5/6/2022, 10:56 AM |
Q4 2021 |
2,480 |
$838M |
+$112M |
-$38.7M |
+$73.4M |
IVV, JPST, AAPL, IJH, TGT
|
13F-HR |
2/1/2022, 10:07 AM |
Q3 2021 |
2,474 |
$717M |
+$40.3M |
-$6.26M |
+$34M |
JPST, TGT, IVV, AAPL, IEFA
|
13F-HR |
11/12/2021, 09:09 AM |
Q2 2021 |
2,388 |
$689M |
+$52.4M |
-$18.7M |
+$33.7M |
JPST, TGT, IVV, AAPL, IEFA
|
13F-HR |
8/9/2021, 10:36 AM |
Q1 2021 |
2,371 |
$616M |
+$51.4M |
-$5.55M |
+$45.9M |
JPST, TGT, IVV, AAPL, IJR
|
13F-HR |
5/12/2021, 04:39 PM |
Q4 2020 |
2,277 |
$538M |
+$36M |
-$13.9M |
+$22.1M |
JPST, TGT, AAPL, IVV, IEFA
|
13F-HR |
2/12/2021, 05:33 PM |
Q3 2020 |
2,147 |
$459M |
+$54.6M |
-$65.9M |
-$11.3M |
JPST, TGT, AAPL, IVV, AMZN
|
13F-HR |
11/13/2020, 11:40 AM |
Q2 2020 |
2,198 |
$452M |
+$55M |
-$299M |
-$244M |
JPST, AMZN, IVV, TGT, AAPL
|
13F-HR |
8/13/2020, 09:59 AM |
Q1 2020 |
3,382 |
$591M |
+$96.7M |
-$193M |
-$96M |
JPST, FNDX, AAPL, MSFT, IVV
|
13F-HR |
5/15/2020, 01:29 PM |
Q4 2019 |
3,653 |
$821M |
+$152M |
-$23.6M |
+$128M |
JPST, FNDX, AAPL, TGT, IVV
|
Restatement |
3/18/2020, 06:34 PM |
Q3 2019 |
3,210 |
$646M |
+$60.1M |
-$41.4M |
+$18.7M |
JPST, FNDX, TGT, AAPL, PG
|
13F-HR |
10/24/2019, 11:59 AM |
Q2 2019 |
3,245 |
$628M |
+$79.9M |
-$32.8M |
+$47.2M |
JPST, FNDX, TGT, MSFT, PG
|
13F-HR |
7/24/2019, 12:12 PM |
Q1 2019 |
3,228 |
$565M |
+$175M |
-$28.9M |
+$146M |
JPST, FNDX, TGT, PG, AAPL
|
13F-HR |
4/26/2019, 05:33 PM |
Q4 2018 |
3,025 |
$371M |
+$125M |
-$50.2M |
+$74.8M |
FNDX, JPST, PG, TGT, SPY
|
13F-HR |
1/17/2019, 10:48 AM |
Q3 2018 |
3,079 |
$345M |
+$64.7M |
-$15.6M |
+$49.1M |
SPY, TGT, IJH, PG, AAPL
|
13F-HR |
10/29/2018, 04:59 PM |
Q2 2018 |
3,151 |
$280M |
+$17.4M |
-$12.3M |
+$5.1M |
TGT, PG, VTI, AAPL, IEMG
|
13F-HR |
8/8/2018, 05:32 PM |
Q1 2018 |
3,139 |
$271M |
+$39.4M |
-$10.9M |
+$28.5M |
TGT, PG, VTI, AAPL, IEMG
|
13F-HR |
5/10/2018, 12:39 PM |
Q4 2017 |
3,043 |
$247M |
+$6.05M |
-$10.8M |
-$4.72M |
PG, VTI, IEMG, IWB, AAPL
|
13F-HR |
1/31/2018, 10:19 AM |
Q3 2017 |
2,935 |
$239M |
+$20.3M |
-$13.3M |
+$6.95M |
PG, VTI, IEMG, IWB, AAPL
|
13F-HR |
10/13/2017, 10:52 AM |
Q2 2017 |
2,645 |
$223M |
+$14.5M |
-$22.3M |
-$7.72M |
PG, IEMG, VTI, IWB, AAPL
|
13F-HR |
8/14/2017, 07:06 PM |
Q1 2017 |
2,656 |
$225M |
+$42M |
-$23.3M |
+$18.7M |
PG, VTI, IEMG, IWB, AAPL
|
13F-HR |
4/10/2017, 05:30 PM |
Q4 2016 |
2,587 |
$197M |
+$51.6M |
-$7.48M |
+$44.1M |
PG, HD, IWB, IEMG, IJR
|
13F-HR |
1/11/2017, 05:20 PM |
Q3 2016 |
2,740 |
$150M |
+$8.68M |
-$6.65M |
+$2.03M |
PG, IWB, IJR, IWO, VNQ
|
13F-HR |
10/25/2016, 12:19 PM |
Q2 2016 |
2,713 |
$143M |
+$13.3M |
-$25.8M |
-$12.5M |
PG, IWB, IJR, VNQ, IWO
|
13F-HR |
7/28/2016, 01:53 PM |
Q1 2016 |
2,384 |
$152M |
+$25.4M |
-$16.1M |
+$9.26M |
PG, IWB, SPY, IWO, IWM
|
13F-HR |
4/26/2016, 06:31 PM |
Q4 2015 |
2,093 |
$143M |
+$20.9M |
-$30.5M |
-$9.64M |
PG, IWB, IWO, IWM, VNQ
|
13F-HR |
1/27/2016, 06:51 PM |
Q3 2015 |
1,597 |
$144M |
+$8.25M |
-$7.26M |
+$989K |
PG, IWB, SPY, IWO, VNQ
|
13F-HR |
10/28/2015, 02:14 PM |
Q2 2015 |
1,580 |
$156M |
$0 |
$0 |
|
PG, IWB, SPY, IWO, VWO
|
13F-HR |
8/12/2015, 03:40 PM |