Q3 2024 |
275 |
$433M |
+$36.1M |
-$36.9M |
-$809K |
LLY, AAPL, MSFT, IEFA, AVGO
|
13F-HR |
10/16/2024, 01:06 PM |
Q2 2024 |
278 |
$421M |
+$30M |
-$20.7M |
+$9.3M |
LLY, AAPL, MSFT, IEFA, AVGO
|
13F-HR |
7/12/2024, 03:16 PM |
Q1 2024 |
278 |
$402M |
+$24.8M |
-$20.8M |
+$3.92M |
LLY, MSFT, IEFA, AAPL, AMZN
|
13F-HR |
4/16/2024, 11:42 AM |
Q4 2023 |
259 |
$365M |
+$25.4M |
-$26.1M |
-$702K |
AAPL, MSFT, LLY, IEFA, AMZN
|
13F-HR |
1/5/2024, 11:37 AM |
Q3 2023 |
252 |
$334M |
+$25.8M |
-$19.3M |
+$6.5M |
AAPL, MSFT, IEFA, LLY, AMZN
|
13F-HR |
10/5/2023, 11:17 AM |
Q2 2023 |
252 |
$339M |
+$17M |
-$30.7M |
-$13.7M |
AAPL, MSFT, IEFA, LLY, AMZN
|
13F-HR |
7/10/2023, 12:01 PM |
Q1 2023 |
257 |
$331M |
+$34.5M |
-$18.8M |
+$15.7M |
AAPL, MSFT, IEFA, UNH, AMZN
|
13F-HR |
4/19/2023, 09:52 AM |
Q4 2022 |
226 |
$297M |
+$16.8M |
-$28.4M |
-$11.6M |
AAPL, IEFA, MSFT, UNH, LLY
|
13F-HR |
1/13/2023, 01:58 PM |
Q3 2022 |
217 |
$288M |
+$20M |
-$18.5M |
+$1.56M |
AAPL, IEFA, MSFT, UNH, LLY
|
13F-HR |
10/19/2022, 12:04 PM |
Q2 2022 |
214 |
$306M |
+$19.8M |
-$17.1M |
+$2.73M |
AAPL, IEFA, MSFT, UNH, LLY
|
13F-HR |
7/20/2022, 10:12 AM |
Q1 2022 |
222 |
$366M |
+$15.2M |
-$25.3M |
-$10.1M |
AAPL, MSFT, IEFA, AMZN, UNH
|
13F-HR |
4/11/2022, 11:15 AM |
Q4 2021 |
236 |
$407M |
+$16M |
-$19.8M |
-$3.77M |
AAPL, MSFT, IEFA, AMZN, HD
|
13F-HR |
1/12/2022, 02:55 PM |
Q3 2021 |
238 |
$380M |
+$19.7M |
-$11.5M |
+$8.19M |
AAPL, IEFA, MSFT, AMZN, JPM
|
13F-HR |
10/13/2021, 10:55 AM |
Q2 2021 |
237 |
$372M |
+$18.4M |
-$12.5M |
+$5.93M |
AAPL, IEFA, AMZN, MSFT, JPM
|
13F-HR |
7/14/2021, 12:02 PM |
Q1 2021 |
224 |
$340M |
+$133M |
-$886K |
+$132M |
AAPL, IEFA, AMZN, MSFT, JPM
|
13F-HR |
4/12/2021, 05:26 PM |
Q4 2020 |
67 |
$11K |
$0 |
$0 |
|
GWRE, KRNT, SMPL, ATUS, WNS
|
13F-HR |
1/12/2021, 02:49 PM |
Q3 2020 |
194 |
$274M |
+$23.9M |
-$9.04M |
+$14.8M |
AAPL, AMZN, IEFA, MSFT, CRM
|
13F-HR |
10/9/2020, 02:01 PM |
Q2 2020 |
192 |
$247M |
+$18.3M |
-$8.81M |
+$9.44M |
AAPL, AMZN, IEFA, MSFT, V
|
13F-HR |
7/21/2020, 02:45 PM |
Q1 2020 |
173 |
$197M |
+$7.49M |
-$25.4M |
-$17.9M |
IEFA, AAPL, AMZN, MSFT, V
|
13F-HR |
4/8/2020, 01:48 PM |
Q4 2019 |
210 |
$261M |
+$16M |
-$11M |
+$5.05M |
IEFA, AAPL, JPM, CVX, V
|
13F-HR |
1/22/2020, 04:32 PM |
Q3 2019 |
200 |
$236M |
+$15.9M |
-$12.1M |
+$3.75M |
IEFA, AAPL, CVX, IWD, JPM
|
13F-HR |
10/30/2019, 10:28 AM |
Q2 2019 |
204 |
$233M |
+$12.9M |
-$13.7M |
-$790K |
IEFA, CVX, AAPL, AMZN, IWD
|
13F-HR |
7/10/2019, 04:50 PM |
Q1 2019 |
205 |
$226M |
+$10.1M |
-$11.5M |
-$1.38M |
CVX, IEFA, AAPL, AMZN, IWD
|
13F-HR |
4/24/2019, 04:04 PM |
Q4 2018 |
200 |
$201M |
+$50.1M |
-$28.5M |
+$21.6M |
CVX, IEFA, IWD, AAPL, AMZN
|
13F-HR |
1/23/2019, 11:18 AM |
Q3 2018 |
187 |
$199M |
+$20.3M |
-$59.9M |
-$39.6M |
CVX, AAPL, VUG, AMZN, XOM
|
13F-HR |
11/7/2018, 03:47 PM |
Q2 2018 |
229 |
$233M |
+$14.6M |
-$21.4M |
-$6.8M |
CVX, AAPL, XOM, IWD, AMZN
|
13F-HR |
7/11/2018, 02:15 PM |
Q1 2018 |
256 |
$235M |
+$21M |
-$23.9M |
-$2.89M |
CVX, EFA, IWD, AAPL, JPM
|
13F-HR |
4/18/2018, 03:54 PM |
Q4 2017 |
255 |
$241M |
+$19.9M |
-$21.2M |
-$1.25M |
CVX, EFA, AAPL, IWD, IWF
|
13F-HR |
1/24/2018, 04:59 PM |
Q3 2017 |
256 |
$228M |
+$32.1M |
-$14.2M |
+$17.8M |
CVX, EFA, IWD, AAPL, IWF
|
13F-HR |
11/8/2017, 11:05 AM |
Q2 2017 |
234 |
$201M |
+$11.8M |
-$35.2M |
-$23.4M |
EFA, CVX, IWD, AAPL, IWF
|
Restatement |
7/31/2017, 09:45 PM |
Q1 2017 |
679 |
$219M |
+$84M |
-$9.88M |
+$74.1M |
CVX, EFA, IWD, AAPL, IWF
|
13F-HR |
5/15/2017, 06:28 PM |
Q4 2016 |
179 |
$139M |
+$16.5M |
-$41.8M |
-$25.3M |
CVX, IWD, IWF, JPM, IWB
|
13F-HR |
2/3/2017, 03:24 PM |
Q3 2016 |
245 |
$160M |
+$20.6M |
-$45M |
-$24.3M |
CVX, IWF, IWD, GOGO, AAPL
|
13F-HR |
11/9/2016, 06:37 PM |
Q2 2016 |
223 |
$178M |
+$17.5M |
-$16.8M |
+$691K |
CVX, IWD, EFA, XOM, IWF
|
13F-HR |
8/26/2016, 12:50 PM |
Q1 2016 |
214 |
$176M |
+$17.9M |
-$22.4M |
-$4.5M |
CVX, IWD, EFA, GOGO, XOM
|
13F-HR |
9/13/2016, 01:10 PM |
Q4 2015 |
223 |
$184M |
+$49.6M |
-$13.4M |
+$36.2M |
GOGO, CVX, EFA, IWD, XOM
|
13F-HR |
10/3/2016, 12:03 PM |
Q3 2015 |
191 |
$141M |
+$15M |
-$18.5M |
-$3.5M |
GOGO, CVX, IWD, AAPL, IWF
|
13F-HR |
10/12/2016, 06:35 PM |
Q2 2015 |
205 |
$160M |
+$27.8M |
-$11.8M |
+$15.9M |
GOGO, CVX, IWD, AAPL, IWF
|
13F-HR |
10/27/2016, 11:41 AM |
Q1 2015 |
188 |
$143M |
+$22.7M |
-$21.7M |
+$1.02M |
GOGO, CVX, IWD, AAPL, IWF
|
13F-HR |
11/28/2016, 12:34 PM |
Q4 2014 |
192 |
$140M |
+$33.5M |
-$16.8M |
+$16.7M |
GOGO, CVX, IWD, AAPL, IWB
|
13F-HR |
12/5/2016, 01:22 PM |
Q3 2014 |
177 |
$121M |
+$20M |
-$22.9M |
-$2.93M |
GOGO, IWD, AAPL, IWB, JNJ
|
13F-HR |
12/19/2016, 02:05 PM |
Q2 2014 |
169 |
$127M |
+$33.7M |
-$12.8M |
+$20.9M |
GOGO, IWD, AAPL, IWB, JNJ
|
13F-HR |
12/30/2016, 01:58 PM |
Q1 2014 |
169 |
$106M |
+$19M |
-$26.3M |
-$7.31M |
GOGO, IWD, IWB, AAPL, TEX
|
13F-HR |
1/18/2017, 02:02 PM |
Q4 2013 |
198 |
$113M |
+$21.9M |
-$6.82M |
+$15M |
GOGO, EFA, IWD, IWB, SDY
|
13F-HR |
3/21/2017, 09:36 AM |
Q3 2013 |
186 |
$91.5M |
+$12.4M |
-$4.05M |
+$8.37M |
EFA, IWD, IWB, SDY, EEM
|
13F-HR |
6/20/2017, 01:59 PM |
Q2 2013 |
174 |
$79.3M |
+$27.9M |
-$4.16M |
+$23.7M |
IWD, EFA, IWB, SDY, MINT
|
13F-HR |
6/20/2017, 01:58 PM |
Q1 2013 |
125 |
$56.5M |
$0 |
$0 |
|
IWD, EFA, SDY, MINT, IWB
|
13F-HR |
6/20/2017, 01:56 PM |