Q3 2024 |
735 |
$677M |
+$48.5M |
-$27.8M |
+$20.7M |
VOO, IJH, AAPL, IJR, IVV
|
13F-HR |
10/11/2024, 03:59 PM |
Q2 2024 |
555 |
$623M |
+$49.2M |
-$18.3M |
+$30.9M |
VOO, IJH, AAPL, IJR, IVV
|
13F-HR |
7/24/2024, 03:17 PM |
Q1 2024 |
572 |
$594M |
+$77M |
-$32.1M |
+$45M |
VOO, IJH, IJR, AAPL, IVV
|
13F-HR |
4/30/2024, 06:15 AM |
Q4 2023 |
587 |
$544M |
+$28.1M |
-$23.7M |
+$4.36M |
VOO, IJH, AAPL, IJR, IVV
|
13F-HR |
1/30/2024, 09:23 AM |
Q3 2023 |
738 |
$491M |
+$24.2M |
-$9.64M |
+$14.6M |
VOO, IJH, AAPL, IJR, IVV
|
13F-HR |
10/30/2023, 06:16 AM |
Q2 2023 |
636 |
$495M |
+$14.6M |
-$17.1M |
-$2.52M |
VOO, IJH, AAPL, IJR, IEFA
|
13F-HR |
7/27/2023, 06:15 AM |
Q1 2023 |
727 |
$473M |
+$18.7M |
-$21.9M |
-$3.19M |
VOO, IJH, AAPL, IJR, IEFA
|
13F-HR |
5/10/2023, 06:31 AM |
Q4 2022 |
637 |
$453M |
+$56.5M |
-$38.5M |
+$18M |
VOO, IJH, IJR, AAPL, IEFA
|
13F-HR |
2/3/2023, 06:05 AM |
Q3 2022 |
206 |
$404M |
+$26.6M |
-$8.62M |
+$17.9M |
IJH, IJR, AAPL, VOO, IEFA
|
13F-HR |
10/28/2022, 06:16 AM |
Q2 2022 |
208 |
$418M |
+$15M |
-$28.6M |
-$13.7M |
IJH, IJR, VOO, AAPL, IEFA
|
13F-HR |
7/29/2022, 06:10 AM |
Q1 2022 |
229 |
$508M |
+$21.2M |
-$9.79M |
+$11.4M |
IJH, IJR, VOO, AAPL, IEFA
|
13F-HR |
4/22/2022, 06:10 AM |
Q4 2021 |
237 |
$524M |
+$15.2M |
-$4.07M |
+$11.1M |
IJH, IJR, VOO, AAPL, IEFA
|
13F-HR |
1/31/2022, 06:10 AM |
Q3 2021 |
231 |
$475M |
+$24M |
-$5.12M |
+$18.9M |
IJR, IJH, VOO, AAPL, IEFA
|
13F-HR |
10/28/2021, 06:07 AM |
Q2 2021 |
221 |
$462M |
+$14.8M |
-$3.69M |
+$11.1M |
IJR, IJH, VOO, AAPL, IEFA
|
13F-HR |
7/28/2021, 06:05 AM |
Q1 2021 |
212 |
$425M |
+$18.7M |
-$4.72M |
+$14M |
IJR, IJH, VOO, IEFA, AAPL
|
13F-HR |
4/23/2021, 06:10 AM |
Q4 2020 |
196 |
$385M |
+$20.2M |
-$3.97M |
+$16.2M |
IJR, IJH, VOO, AAPL, IEFA
|
13F-HR |
2/3/2021, 06:05 AM |
Q3 2020 |
178 |
$326M |
+$23.2M |
-$10.2M |
+$13M |
IJH, IJR, VOO, AAPL, IEFA
|
13F-HR |
10/30/2020, 06:05 AM |
Q2 2020 |
176 |
$304M |
+$37M |
-$28.1M |
+$8.89M |
IJH, IJR, VOO, IEFA, LMBS
|
13F-HR |
7/31/2020, 08:40 AM |
Q1 2020 |
162 |
$253M |
+$14.5M |
-$24.6M |
-$10.1M |
IJH, IJR, VOO, LMBS, RSP
|
13F-HR |
5/5/2020, 06:05 AM |
Q4 2019 |
182 |
$333M |
+$13.3M |
-$11.3M |
+$1.99M |
IJR, IJH, RSP, VOO, LMBS
|
13F-HR |
2/11/2020, 06:30 AM |
Q3 2019 |
179 |
$310M |
+$36.7M |
-$2.55M |
+$34.2M |
IJH, IJR, VOO, RSP, LMBS
|
13F-HR |
10/30/2019, 06:08 AM |
Q2 2019 |
163 |
$274M |
+$11.6M |
-$3.84M |
+$7.72M |
IJH, IJR, VOO, RSP, LMBS
|
13F-HR |
7/24/2019, 06:05 AM |
Q1 2019 |
163 |
$261M |
+$23.9M |
-$2.32M |
+$21.6M |
IJR, IJH, VOO, RSP, LMBS
|
13F-HR |
4/26/2019, 07:32 AM |
Q4 2018 |
152 |
$214M |
+$24.6M |
-$22.7M |
+$1.9M |
IJR, IJH, VOO, LMBS, IGIB
|
13F-HR |
2/13/2019, 06:05 AM |
Q3 2018 |
152 |
$244M |
+$18.9M |
-$16.5M |
+$2.35M |
IJR, IJH, RSP, VOO, LMBS
|
13F-HR |
11/7/2018, 06:03 AM |
Q2 2018 |
154 |
$235M |
+$21.5M |
-$17.3M |
+$4.19M |
IJR, IJH, VOO, RSP, MDY
|
13F-HR |
8/3/2018, 09:40 AM |
Q1 2018 |
159 |
$226M |
+$26.7M |
-$24.7M |
+$2.01M |
IJR, IJH, IGSB, MDY, EFA
|
13F-HR |
5/7/2018, 04:26 PM |
Q4 2017 |
517 |
$229M |
+$23.5M |
-$8.68M |
+$14.8M |
IJR, IJH, IGSB, MDY, XOM
|
13F-HR |
2/2/2018, 07:00 AM |
Q3 2017 |
572 |
$206M |
+$54.9M |
-$9.78M |
+$45.1M |
IJR, IGSB, MDY, IJH, XOM
|
13F-HR |
11/13/2017, 06:07 AM |
Q2 2017 |
669 |
$156M |
+$36.4M |
-$4.27M |
+$32.1M |
IGSB, IJR, XOM, IGIB, VNQ
|
13F-HR |
7/28/2017, 08:05 AM |
Q1 2017 |
539 |
$122M |
+$13.4M |
-$23.8M |
-$10.4M |
IGSB, IJR, XOM, VNQ, IGIB
|
13F-HR |
4/28/2017, 03:23 PM |
Q4 2016 |
577 |
$131M |
+$21M |
-$8.44M |
+$12.6M |
IGSB, IJR, XOM, VNQ, MDY
|
13F-HR |
2/3/2017, 04:26 PM |
Q3 2016 |
242 |
$117M |
+$10M |
-$3.53M |
+$6.49M |
IGSB, IJR, XOM, VNQ, IGIB
|
13F-HR |
11/4/2016, 08:21 AM |
Q2 2016 |
270 |
$112M |
+$4.63M |
-$5.91M |
-$1.27M |
IGSB, XOM, IJR, VNQ, IGIB
|
13F-HR |
8/5/2016, 09:23 AM |
Q1 2016 |
264 |
$110M |
+$5.84M |
-$10.5M |
-$4.65M |
IGSB, XOM, HEDJ, IJR, IGIB
|
13F-HR |
5/10/2016, 07:48 PM |
Q4 2015 |
343 |
$112M |
$0 |
$0 |
|
IGSB, XOM, HEDJ, HYG, IJR
|
13F-HR |
1/27/2016, 04:00 PM |