Q3 2024 |
254 |
$2.4B |
+$46.7M |
-$38.8M |
+$7.9M |
VTI, IJR, AAPL, MA, MSFT
|
13F-HR |
11/14/2024, 12:19 PM |
Q2 2024 |
262 |
$2.33B |
+$110M |
-$77.3M |
+$32.7M |
VTI, IJR, DXCM, MSFT, AAPL
|
13F-HR |
8/14/2024, 10:51 AM |
Q1 2024 |
266 |
$2.32B |
+$63M |
-$98.5M |
-$35.6M |
VTI, DXCM, IJR, MA, MSFT
|
13F-HR |
5/9/2024, 10:35 AM |
Q4 2023 |
264 |
$2.2B |
+$65.3M |
-$144M |
-$78.8M |
VTI, DXCM, IJR, MA, AAPL
|
13F-HR |
2/12/2024, 11:10 AM |
Q3 2023 |
271 |
$2.03B |
+$67.5M |
-$65.9M |
+$1.62M |
VTI, VCSH, DXCM, SHY, IJR
|
13F-HR |
10/31/2023, 03:56 PM |
Q2 2023 |
277 |
$2.17B |
+$87.2M |
-$55M |
+$32.2M |
VTI, DXCM, VCSH, SHY, IJR
|
13F-HR |
7/21/2023, 02:22 PM |
Q1 2023 |
276 |
$2.06B |
+$103M |
-$110M |
-$7.01M |
VTI, DXCM, VCSH, SHY, IJR
|
13F-HR |
5/4/2023, 02:56 PM |
Q4 2022 |
278 |
$1.95B |
+$43.3M |
-$103M |
-$60M |
VTI, DXCM, VCSH, IJR, MA
|
13F-HR |
1/13/2023, 02:39 PM |
Q3 2022 |
274 |
$1.82B |
+$82.8M |
-$77.3M |
+$5.5M |
VTI, VCSH, DXCM, IJR, AAPL
|
13F-HR |
10/19/2022, 06:35 PM |
Q2 2022 |
282 |
$1.91B |
+$196M |
-$184M |
+$11.6M |
VTI, VCSH, IJR, DXCM, MA
|
13F-HR |
7/21/2022, 12:47 PM |
Q1 2022 |
297 |
$2.34B |
+$95.8M |
-$111M |
-$15.2M |
MINT, VTI, DXCM, AAPL, IJR
|
13F-HR |
5/12/2022, 05:00 PM |
Q4 2021 |
306 |
$2.57B |
+$106M |
-$80.6M |
+$25.2M |
MINT, VTI, DXCM, AAPL, IJR
|
13F-HR |
2/4/2022, 05:19 PM |
Q3 2021 |
296 |
$2.42B |
+$98.8M |
-$128M |
-$29.2M |
MINT, DXCM, VTI, IJR, MA
|
13F-HR |
11/9/2021, 02:55 PM |
Q2 2021 |
300 |
$2.47B |
+$136M |
-$90.3M |
+$45.6M |
MINT, VTI, IJR, DXCM, PYPL
|
13F-HR |
8/2/2021, 02:31 PM |
Q1 2021 |
295 |
$2.29B |
+$128M |
-$76.6M |
+$51.5M |
MINT, VTI, IJR, DXCM, MA
|
13F-HR |
5/21/2021, 11:46 AM |
Q4 2020 |
276 |
$2.16B |
+$73.8M |
-$41.5M |
+$32.3M |
MINT, VTI, DXCM, IJR, MA
|
13F-HR |
2/8/2021, 02:26 PM |
Q3 2020 |
255 |
$1.93B |
+$118M |
-$56.8M |
+$61.5M |
MINT, DXCM, VTI, MA, PODD
|
13F-HR |
10/29/2020, 03:43 PM |
Q2 2020 |
244 |
$1.76B |
+$155M |
-$112M |
+$42.8M |
MINT, DXCM, VTI, MA, IJR
|
13F-HR |
7/28/2020, 04:08 PM |
Q1 2020 |
233 |
$1.42B |
+$50.4M |
-$199M |
-$149M |
MINT, DXCM, VTI, MA, PODD
|
13F-HR |
5/5/2020, 04:24 PM |
Q4 2019 |
245 |
$1.87B |
+$839M |
-$32M |
+$807M |
MINT, VTI, MA, DXCM, JPM
|
13F-HR |
1/31/2020, 11:27 AM |
Q3 2019 |
231 |
$1B |
+$111M |
-$61.1M |
+$50.1M |
MINT, VTI, IJR, MSFT, AAPL
|
13F-HR |
10/29/2019, 01:52 PM |
Q2 2019 |
226 |
$944M |
+$76.7M |
-$104M |
-$27.1M |
MINT, VTI, IJR, MSFT, IWM
|
13F-HR |
8/7/2019, 09:31 AM |
Q1 2019 |
220 |
$943M |
+$121M |
-$186M |
-$64.5M |
MINT, VTI, IJR, MSFT, IWM
|
13F-HR |
5/15/2019, 11:24 AM |
Q4 2018 |
251 |
$904M |
+$98.5M |
-$89M |
+$9.5M |
BKLN, VTI, IJR, PFS, MINT
|
13F-HR |
2/7/2019, 05:59 PM |
Q3 2018 |
254 |
$1.03B |
+$72.3M |
-$66.9M |
+$5.41M |
VTI, IJR, BKLN, HBAN, PFS
|
13F-HR |
11/8/2018, 06:13 PM |
Q2 2018 |
252 |
$989M |
+$133M |
-$135M |
-$2.35M |
VTI, IJR, BKLN, PFS, HBAN
|
13F-HR |
8/8/2018, 05:45 PM |
Q1 2018 |
256 |
$969M |
+$70.3M |
-$30.7M |
+$39.6M |
VTI, BKLN, IJR, PFS, HBAN
|
13F-HR |
4/26/2018, 03:37 PM |
Q4 2017 |
241 |
$946M |
+$12.6M |
-$271M |
-$259M |
VTI, BKLN, IJR, PFS, AGG
|
Restatement |
4/26/2018, 03:35 PM |
Q3 2017 |
264 |
$1.16B |
+$959M |
-$149M |
+$810M |
VTI, BKLN, IJR, IGSB, PFS
|
13F-HR |
11/14/2017, 04:50 PM |
Q2 2017 |
107 |
$337M |
+$74.4M |
-$40.9M |
+$33.5M |
SPY, BKLN, VTI, IJR, IGSB
|
13F-HR |
8/3/2017, 04:00 PM |
Q1 2017 |
84 |
$299M |
+$13.7M |
-$15.5M |
-$1.78M |
SPY, IGSB, VTI, ISBC, BKLN
|
13F-HR |
5/11/2017, 07:22 PM |
Q4 2016 |
75 |
$287M |
+$55.3M |
-$6.19M |
+$49.1M |
SPY, IGSB, VTI, ISBC, BPL
|
13F-HR |
2/8/2017, 07:41 AM |
Q3 2016 |
70 |
$231M |
+$3.57M |
-$9.11M |
-$5.55M |
SPY, VTI, ISBC, BPL, VEU
|
13F-HR |
11/1/2016, 02:22 PM |
Q2 2016 |
67 |
$193M |
+$6.34M |
-$8.72M |
-$2.37M |
SPY, ISBC, BPL, VEU, SHM
|
13F-HR |
8/9/2016, 07:46 AM |
Q1 2016 |
60 |
$227M |
+$3.94M |
-$69.6M |
-$65.6M |
SPY, VTI, ISBC, BPL, GILD
|
13F-HR |
5/9/2016, 10:56 AM |
Q4 2015 |
61 |
$290M |
+$2.74M |
-$34.6M |
-$31.9M |
SPY, VIG, VTI, VYM, ISBC
|
13F-HR |
2/8/2016, 03:18 PM |
Q3 2015 |
58 |
$306M |
+$15.6M |
-$48M |
-$32.4M |
SPY, VIG, VTI, AMLP, VYM
|
13F-HR |
11/19/2015, 10:58 AM |
Q2 2015 |
50 |
$373M |
$0 |
$0 |
|
SPY, AMLP, VIG, VTI, ISBC
|
13F-HR |
11/19/2015, 10:58 AM |