Q4 2021 |
73 |
$216M |
+$3.84M |
-$8.39M |
-$4.55M |
IVV, VOO, VCSH, VUG, VO
|
13F-HR |
2/14/2022, 04:22 PM |
Q3 2021 |
72 |
$208M |
+$6.45M |
-$4.83M |
+$1.62M |
IVV, VOO, VCSH, VUG, VO
|
13F-HR |
11/10/2021, 01:50 PM |
Q2 2021 |
73 |
$208M |
+$4.9M |
-$25.6M |
-$20.7M |
IVV, VOO, VCSH, VUG, VO
|
13F-HR |
8/12/2021, 03:50 PM |
Q1 2021 |
74 |
$217M |
+$7.99M |
-$9.65M |
-$1.66M |
IVV, VOO, VCSH, VO, VUG
|
13F-HR |
5/11/2021, 05:08 PM |
Q4 2020 |
70 |
$208M |
+$805K |
-$48.4M |
-$47.6M |
IVV, VOO, VUG, VCSH, MRK
|
13F-HR |
2/9/2021, 09:53 AM |
Q3 2020 |
81 |
$231M |
+$6.22M |
-$18.8M |
-$12.6M |
IVV, VOO, MRK, SPSB, VCSH
|
13F-HR |
11/10/2020, 03:03 PM |
Q2 2020 |
79 |
$232M |
+$6.73M |
-$6.75M |
-$18K |
IVV, VOO, SPSB, VUG, VCSH
|
13F-HR |
8/13/2020, 02:17 PM |
Q1 2020 |
75 |
$202M |
+$9.54M |
-$2.59M |
+$6.95M |
IVV, SPSB, VOO, MRK, VCSH
|
13F-HR |
5/14/2020, 11:02 AM |
Q4 2019 |
76 |
$242M |
+$6.88M |
-$13.5M |
-$6.6M |
IVV, SPSB, VOO, MRK, VCSH
|
13F-HR |
2/12/2020, 09:55 AM |
Q3 2019 |
267 |
$231M |
+$5.34M |
-$2.62M |
+$2.72M |
IVV, SPSB, VOO, MRK, VCSH
|
13F-HR |
11/8/2019, 12:19 PM |
Q2 2019 |
259 |
$227M |
+$7.34M |
-$1.27M |
+$6.07M |
IVV, SPSB, VOO, MRK, VUG
|
13F-HR |
7/17/2019, 04:12 PM |
Q1 2019 |
63 |
$4.15M |
$0 |
$0 |
|
SCHD, EUMV, XLK, VGK, SCHV
|
New Holdings |
1/22/2020, 01:32 PM |
Q1 2019 |
257 |
$216M |
+$11.3M |
-$13.2M |
-$1.97M |
IVV, SPSB, VOO, MRK, VUG
|
Restatement |
1/22/2020, 01:23 PM |
Q4 2018 |
64 |
$2.98M |
$0 |
$0 |
|
EUMV, EZU, SCHV, VGK, XLK
|
New Holdings |
1/22/2020, 01:11 PM |
Q4 2018 |
261 |
$197M |
+$8.91M |
-$5.18M |
+$3.73M |
IVV, MRK, SPSB, VOO, VUG
|
Restatement |
1/22/2020, 12:58 PM |
Q3 2018 |
262 |
$210M |
+$7.38M |
-$7M |
+$378K |
IVV, MRK, VOO, SPSB, VUG
|
13F-HR |
11/9/2018, 01:38 PM |
Q2 2018 |
264 |
$204M |
+$13M |
-$7.85M |
+$5.11M |
IVV, VOO, MRK, SPSB, VUG
|
13F-HR |
8/1/2018, 10:28 AM |
Q1 2018 |
267 |
$195M |
+$8.4M |
-$4.84M |
+$3.57M |
IVV, MRK, VOO, SPSB, VUG
|
13F-HR |
5/4/2018, 11:22 AM |
Q4 2017 |
270 |
$194M |
+$11M |
-$2.87M |
+$8.15M |
IVV, MRK, VOO, SPSB, VUG
|
13F-HR |
2/1/2018, 11:24 AM |
Q3 2017 |
297 |
$181M |
+$21M |
-$1.52M |
+$19.5M |
IVV, MRK, VOO, SPSB, VUG
|
13F-HR |
11/30/2017, 02:26 PM |
Q2 2017 |
295 |
$156M |
+$7.74M |
-$3.5M |
+$4.24M |
IVV, VOO, SPSB, MRK, VUG
|
13F-HR |
8/3/2017, 11:44 AM |
Q1 2017 |
281 |
$149M |
+$18.5M |
-$1.78M |
+$16.7M |
IVV, VOO, MRK, SPSB, VUG
|
13F-HR |
4/18/2017, 12:20 PM |
Q4 2016 |
275 |
$127M |
+$6.33M |
-$2.32M |
+$4.01M |
IVV, VOO, SPSB, VUG, MRK
|
13F-HR |
1/24/2017, 02:38 PM |
Q3 2016 |
269 |
$120M |
+$4.4M |
-$3.91M |
+$483K |
IVV, VOO, SPSB, VUG, MRK
|
13F-HR |
1/13/2017, 02:46 PM |
Q2 2016 |
286 |
$115M |
+$4.9M |
-$2.2M |
+$2.7M |
IVV, VOO, SPSB, VUG, MRK
|
13F-HR |
1/13/2017, 02:42 PM |
Q1 2016 |
260 |
$110M |
+$7.3M |
-$2.05M |
+$5.25M |
IVV, SPSB, VUG, VOO, MRK
|
13F-HR |
1/13/2017, 02:37 PM |
Q4 2015 |
234 |
$104M |
+$4.21M |
-$3.51M |
+$698K |
IVV, SPSB, VUG, VOO, MRK
|
13F-HR |
1/13/2017, 02:33 PM |
Q3 2015 |
230 |
$99.1M |
+$7.46M |
-$4.08M |
+$3.38M |
IVV, SPSB, VUG, VOO, MRK
|
13F-HR |
1/13/2017, 02:24 PM |
Q2 2015 |
240 |
$104M |
$0 |
$0 |
|
IVV, MRK, SPSB, VUG, VOO
|
13F-HR |
1/13/2017, 02:20 PM |