Q3 2022 |
126 |
$933M |
+$87.6M |
-$14.2M |
+$73.3M |
IXUS, IVV, VTEB, XLK, BND
|
13F-HR |
10/28/2022, 02:59 PM |
Q2 2022 |
128 |
$933M |
+$112M |
-$11M |
+$101M |
IXUS, IVV, XLK, VTEB, BND
|
13F-HR |
7/25/2022, 11:21 AM |
Q1 2022 |
120 |
$987M |
+$49.9M |
-$102M |
-$52.1M |
IXUS, IVV, XLK, BND, AAPL
|
13F-HR |
4/29/2022, 02:35 PM |
Q4 2021 |
123 |
$1.09B |
+$30.6M |
-$137M |
-$107M |
IVV, IXUS, XLK, BND, AAPL
|
13F-HR |
1/26/2022, 09:48 AM |
Q3 2021 |
110 |
$1.1B |
+$40.2M |
-$101M |
-$60.9M |
IVV, IXUS, XLK, BND, AAPL
|
13F-HR |
10/27/2021, 10:14 AM |
Q2 2021 |
102 |
$1.17B |
+$38M |
-$19.4M |
+$18.6M |
IVV, IXUS, XLK, BND, AAPL
|
13F-HR |
7/29/2021, 03:17 PM |
Q1 2021 |
99 |
$1.08B |
+$37.6M |
-$11.7M |
+$25.9M |
IVV, IXUS, XLK, BND, AAPL
|
13F-HR |
4/19/2021, 09:33 AM |
Q4 2020 |
98 |
$1.01B |
+$29.6M |
-$18M |
+$11.5M |
IVV, IXUS, XLK, AAPL, BND
|
13F-HR |
2/2/2021, 07:50 PM |
Q3 2020 |
87 |
$900M |
+$153M |
-$16.3M |
+$137M |
IVV, IXUS, XLK, AAPL, BND
|
13F-HR |
10/30/2020, 05:51 PM |
Q2 2020 |
81 |
$719M |
+$42.7M |
-$7.93M |
+$34.7M |
IVV, IXUS, XLK, KO, AAPL
|
13F-HR |
7/22/2020, 05:10 PM |
Q1 2020 |
77 |
$576M |
+$167M |
-$29.6M |
+$138M |
IVV, IXUS, XLK, AAPL, BND
|
Restatement |
5/12/2020, 01:44 PM |
Q4 2019 |
93 |
$536M |
+$27.1M |
-$8.25M |
+$18.9M |
IVV, XLK, AAPL, V, AMT
|
13F-HR |
1/23/2020, 04:51 PM |
Q3 2019 |
91 |
$481M |
+$8.21M |
-$8.06M |
+$155K |
IVV, XLK, AAPL, V, AMT
|
13F-HR |
11/1/2019, 05:16 PM |
Q2 2019 |
88 |
$473M |
+$9.07M |
-$35M |
-$25.9M |
IVV, XLK, V, AAPL, AMT
|
13F-HR |
7/31/2019, 05:10 PM |
Q1 2019 |
93 |
$478M |
+$21.5M |
-$35.6M |
-$14.1M |
IVV, XLK, IWF, AAPL, VTI
|
13F-HR |
4/25/2019, 09:37 PM |
Q4 2018 |
91 |
$435M |
+$54.8M |
-$10.8M |
+$44M |
IVV, IWF, XLK, VTI, AAPL
|
13F-HR |
2/1/2019, 05:27 PM |
Q3 2018 |
93 |
$450M |
+$8.68M |
-$6.67M |
+$2.01M |
IVV, IWF, XLK, AAPL, VTI
|
13F-HR |
10/25/2018, 10:38 AM |
Q2 2018 |
91 |
$416M |
+$12.5M |
-$41.2M |
-$28.8M |
IVV, IWF, XLK, VTI, AAPL
|
13F-HR |
8/3/2018, 10:14 AM |
Q1 2018 |
127 |
$433M |
+$28.1M |
-$38.4M |
-$10.3M |
IVV, IWF, XLK, AAPL, VTI
|
13F-HR |
4/25/2018, 02:59 PM |
Q4 2017 |
119 |
$443M |
+$9.59M |
-$9.63M |
-$38.1K |
IVV, IWF, XLK, AAPL, VTI
|
13F-HR |
1/24/2018, 09:43 AM |
Q3 2017 |
130 |
$412M |
+$225M |
-$1.67M |
+$223M |
IVV, IWF, XLK, VTI, AAPL
|
13F-HR |
10/30/2017, 09:26 AM |
Q2 2017 |
40 |
$181M |
+$1.53M |
-$9.13M |
-$7.6M |
IVV, IWF, VTI, BRKB, XLK
|
13F-HR |
7/20/2017, 03:19 PM |
Q1 2017 |
39 |
$183M |
+$902K |
-$11.6M |
-$10.7M |
IVV, IWF, VTI, BRKB, XLK
|
13F-HR |
4/24/2017, 11:15 AM |
Q4 2016 |
47 |
$182M |
+$41.3M |
-$441K |
+$40.9M |
IVV, IWF, VTI, BRKB, ACWX
|
13F-HR |
1/24/2017, 04:29 PM |
Q3 2016 |
13 |
$133M |
+$859K |
-$301K |
+$557K |
IVV, IWF, VTI, BRKB, JNJ
|
13F-HR |
10/21/2016, 10:14 AM |
Q2 2016 |
12 |
$132M |
+$763K |
-$1.03M |
-$265K |
IVV, IWF, JNJ, IWD, BRKB
|
13F-HR |
7/26/2016, 08:04 AM |
Q1 2016 |
9 |
$131M |
+$59.9M |
-$28.3M |
+$31.5M |
IVV, IWF, IWD, BRKB, IWB
|
13F-HR |
4/27/2016, 10:35 AM |
Q4 2015 |
22 |
$98.5M |
$0 |
$0 |
|
IVV, IWB, HEFA, ACWI, EFA
|
13F-HR |
2/12/2016, 04:41 PM |