Q3 2024 |
3,682 |
$45.7B |
+$2.93B |
-$2.8B |
+$137M |
AAPL, IVV, MSFT, NVDA, SPY
|
13F-HR |
11/13/2024, 05:10 PM |
Q2 2024 |
3,683 |
$43.4B |
+$2.93B |
-$1.86B |
+$1.07B |
IVV, AAPL, MSFT, NVDA, QQQ
|
13F-HR |
8/22/2024, 12:47 PM |
Q1 2024 |
3,658 |
$42.4B |
+$29.4B |
-$64.3M |
+$29.3B |
IVV, AAPL, MSFT, QQQ, SPY
|
Restatement |
5/24/2024, 02:40 PM |
Q4 2023 |
2,211 |
$12.3B |
+$1.02B |
-$1.37B |
-$351M |
IVV, AAPL, VTI, QQQ, MSFT
|
13F-HR |
2/13/2024, 02:52 PM |
Q3 2023 |
2,178 |
$11.6B |
+$934M |
-$790M |
+$144M |
IVV, AAPL, VTI, MSFT, IUSB
|
13F-HR |
11/14/2023, 01:53 PM |
Q2 2023 |
2,173 |
$11.9B |
+$675M |
-$710M |
-$34.8M |
IVV, AAPL, VTI, BSV, IUSB
|
13F-HR |
8/9/2023, 06:33 PM |
Q1 2023 |
2,145 |
$11.4B |
+$985M |
-$850M |
+$136M |
IVV, AAPL, VTI, BSV, IUSB
|
13F-HR |
5/15/2023, 11:51 AM |
Q4 2022 |
2,088 |
$10.8B |
+$4.73B |
-$151M |
+$4.58B |
IVV, VTI, AAPL, BSV, SCHD
|
13F-HR |
2/14/2023, 02:45 PM |
Q3 2022 |
1,716 |
$5.01B |
+$470M |
-$573M |
-$102M |
SCHD, IVV, BSV, JPST, VTI
|
13F-HR |
11/10/2022, 09:14 PM |
Q2 2022 |
1,807 |
$6.29B |
+$720M |
-$348M |
+$372M |
AAPL, SCHD, FTCS, IVV, BSV
|
13F-HR |
8/11/2022, 04:51 PM |
Q1 2022 |
1,859 |
$6.96B |
+$696M |
-$363M |
+$334M |
AAPL, SCHD, IVV, FTCS, MSFT
|
13F-HR |
5/12/2022, 09:13 PM |
Q4 2021 |
1,846 |
$6.98B |
+$527M |
-$280M |
+$247M |
AAPL, SCHD, QQQ, FTCS, MSFT
|
13F-HR |
2/11/2022, 08:47 PM |
Q3 2021 |
1,774 |
$6.29B |
+$464M |
-$289M |
+$175M |
AAPL, QQQ, SCHD, FTCS, VTI
|
13F-HR |
11/16/2021, 02:14 PM |
Q2 2021 |
1,762 |
$6.22B |
+$1.04B |
-$182M |
+$854M |
AAPL, QQQ, FTCS, SCHD, VTI
|
13F-HR |
8/13/2021, 03:52 PM |
Q1 2021 |
1,591 |
$5.08B |
+$489M |
-$675M |
-$185M |
AAPL, QQQ, FTCS, VTI, SCHD
|
13F-HR |
5/17/2021, 10:06 AM |
Q4 2020 |
1,555 |
$5.05B |
+$3.72B |
-$20.9M |
+$3.7B |
AAPL, QQQ, VTI, AMZN, MSFT
|
13F-HR |
2/16/2021, 05:43 PM |
Q3 2020 |
640 |
$1.22B |
+$153M |
-$56M |
+$96.6M |
VUG, AAPL, QQQ, VTV, FVD
|
13F-HR |
11/13/2020, 10:52 AM |
Q2 2020 |
610 |
$1.08B |
+$146M |
-$65.9M |
+$80.6M |
VUG, QQQ, AAPL, VTV, AMZN
|
13F-HR |
8/13/2020, 01:17 PM |
Q1 2020 |
540 |
$786M |
+$106M |
-$58.5M |
+$47.7M |
QQQ, VUG, FVD, AAPL, SPY
|
13F-HR |
5/7/2020, 06:06 PM |
Q4 2019 |
582 |
$996M |
+$137M |
-$17.3M |
+$120M |
VUG, AAPL, FVD, SDY, QQQ
|
13F-HR |
2/7/2020, 05:33 PM |
Q3 2019 |
536 |
$823M |
+$79.3M |
-$40.2M |
+$39.1M |
VUG, FVD, SDY, QQQ, SPY
|
13F-HR |
11/6/2019, 04:17 PM |
Q2 2019 |
518 |
$776M |
+$80.2M |
-$32.2M |
+$48M |
VUG, IWF, SPY, SDY, FVD
|
13F-HR |
8/12/2019, 03:35 PM |
Q1 2019 |
483 |
$708M |
+$57.8M |
-$34.9M |
+$22.9M |
VUG, IWF, SDY, IJR, QQQ
|
13F-HR |
5/3/2019, 05:45 PM |
Q4 2018 |
452 |
$613M |
+$74.4M |
-$63.8M |
+$10.6M |
VUG, IWF, SPY, QQQ, SDY
|
13F-HR |
2/15/2019, 01:35 PM |
Q3 2018 |
480 |
$695M |
+$119M |
-$17.9M |
+$101M |
IWF, VUG, QQQ, AAPL, IWR
|
13F-HR |
11/13/2018, 05:57 PM |
Q2 2018 |
422 |
$569M |
+$97.5M |
-$71.5M |
+$26M |
IWF, VUG, QQQ, IWR, IWD
|
13F-HR |
8/14/2018, 04:06 PM |
Q1 2018 |
386 |
$534M |
+$58.5M |
-$59.9M |
-$1.42M |
IWF, VUG, QQQ, IWD, AGG
|
13F-HR |
5/9/2018, 02:58 PM |
Q4 2017 |
410 |
$545M |
+$91.2M |
-$17.2M |
+$74M |
IWF, VUG, IWD, AGG, QQQ
|
13F-HR |
2/8/2018, 12:05 PM |
Q3 2017 |
393 |
$452M |
+$56.1M |
-$26.5M |
+$29.6M |
IWF, VUG, AAPL, QQQ, AGG
|
13F-HR |
11/15/2017, 07:19 PM |
Q2 2017 |
384 |
$408M |
+$51.5M |
-$11.5M |
+$40M |
VUG, IWF, VTV, AAPL, AGG
|
Restatement |
8/17/2017, 03:08 PM |
Q1 2017 |
359 |
$362M |
+$67.1M |
-$15.9M |
+$51.3M |
VUG, IWF, VTV, SPY, AAPL
|
13F-HR |
5/15/2017, 04:10 PM |
Q4 2016 |
327 |
$300M |
+$82M |
-$17.8M |
+$64.2M |
VUG, SPY, IWF, VTV, AAPL
|
13F-HR |
2/14/2017, 07:00 PM |
Q3 2016 |
278 |
$233M |
+$33.3M |
-$60.1M |
-$26.8M |
VUG, AGG, IWF, AAPL, VTV
|
13F-HR |
11/15/2016, 12:16 PM |
Q2 2016 |
296 |
$255M |
+$32.1M |
-$12.6M |
+$19.5M |
VUG, SPY, AGG, T, AAPL
|
13F-HR |
8/9/2016, 09:20 PM |
Q1 2016 |
277 |
$231M |
+$27.6M |
-$18M |
+$9.62M |
SPY, VUG, AGG, AAPL, T
|
13F-HR |
5/13/2016, 03:41 PM |
Q4 2015 |
258 |
$218M |
$0 |
$0 |
|
SPY, VUG, IWF, AAPL, T
|
13F-HR |
2/16/2016, 12:08 PM |