Q3 2024 |
558 |
$1.62B |
+$392M |
-$43.7M |
+$348M |
SPLG, SPAB, SPYV, NVDA, AAPL
|
13F-HR |
10/16/2024, 04:56 PM |
Q2 2024 |
463 |
$1.21B |
+$167M |
-$58.9M |
+$109M |
SPLG, SPAB, SPYV, NVDA, AAPL
|
13F-HR |
7/17/2024, 05:32 PM |
Q1 2024 |
461 |
$1.13B |
+$117M |
-$72.5M |
+$44.5M |
SPLG, SPAB, SPYV, NVDA, AAPL
|
13F-HR |
5/2/2024, 09:21 PM |
Q4 2023 |
436 |
$1.01B |
+$105M |
-$47M |
+$58.1M |
SPAB, SPYV, VOO, SPLG, AAPL
|
13F-HR |
1/18/2024, 09:37 AM |
Q3 2023 |
414 |
$873M |
+$81.1M |
-$63.9M |
+$17.2M |
SPAB, VOO, SPLG, AAPL, SPYV
|
13F-HR |
10/19/2023, 11:46 AM |
Q2 2023 |
413 |
$889M |
+$152M |
-$83.5M |
+$68.8M |
SPAB, VOO, SPLG, AAPL, SPMD
|
13F-HR |
7/10/2023, 09:29 PM |
Q1 2023 |
396 |
$783M |
+$85.8M |
-$61.9M |
+$23.9M |
SPAB, VOO, SPLG, AAPL, SPMD
|
13F-HR |
5/5/2023, 05:55 PM |
Q4 2022 |
361 |
$724M |
+$49.7M |
-$41.7M |
+$8.01M |
VOO, SPAB, SPLG, SPMD, FTGC
|
13F-HR |
2/10/2023, 04:02 PM |
Q3 2022 |
345 |
$678M |
+$54.4M |
-$52.6M |
+$1.81M |
VOO, SPAB, SPLG, FTGC, AAPL
|
13F-HR |
10/13/2022, 07:03 AM |
Q2 2022 |
354 |
$718M |
+$92.6M |
-$61M |
+$31.7M |
VOO, SPAB, SPLG, FTGC, AAPL
|
13F-HR |
7/18/2022, 09:11 PM |
Q1 2022 |
388 |
$800M |
+$88.9M |
-$73.6M |
+$15.4M |
VOO, SPLG, SPAB, AAPL, FTGC
|
13F-HR |
4/26/2022, 05:28 PM |
Q4 2021 |
392 |
$824M |
+$83.2M |
-$42.1M |
+$41.1M |
VOO, SPLG, AAPL, SPMD, SPAB
|
13F-HR |
2/10/2022, 04:33 PM |
Q3 2021 |
371 |
$734M |
+$233M |
-$15.4M |
+$218M |
VOO, SPAB, SPLG, AAPL, SPMD
|
13F-HR |
10/28/2021, 09:42 PM |
Q2 2021 |
318 |
$527M |
+$43.6M |
-$34.1M |
+$9.46M |
VOO, SPLG, SPAB, SPMD, SPSM
|
13F-HR |
7/29/2021, 03:40 PM |
Q1 2021 |
317 |
$494M |
+$75.7M |
-$28.5M |
+$47.2M |
VOO, SPAB, SPLG, SPMD, SPSM
|
13F-HR |
4/27/2021, 09:41 AM |
Q4 2020 |
275 |
$427M |
+$37.5M |
-$17.6M |
+$19.9M |
VOO, SPAB, SPMD, SPLG, AAPL
|
13F-HR |
2/4/2021, 03:54 PM |
Q3 2020 |
249 |
$366M |
+$59.5M |
-$37.3M |
+$22.3M |
SPAB, VOO, SPLG, SPMD, AAPL
|
13F-HR |
10/19/2020, 05:00 PM |
Q2 2020 |
251 |
$333M |
+$75.4M |
-$59.3M |
+$16.1M |
SPAB, VOO, SPMD, SPLG, AAPL
|
13F-HR |
7/20/2020, 04:54 PM |
Q1 2020 |
219 |
$276M |
+$52.5M |
-$65.7M |
-$13.2M |
VOO, SPAB, IVV, IJH, AGG
|
13F-HR |
5/1/2020, 04:58 PM |
Q4 2019 |
262 |
$353M |
+$15.4M |
-$6.97M |
+$8.48M |
VOO, IVV, IJH, VCIT, IJR
|
13F-HR |
1/16/2020, 06:27 PM |
Q3 2019 |
260 |
$323M |
+$11.3M |
-$38.9M |
-$27.7M |
VOO, IVV, IJH, VCIT, IJR
|
13F-HR |
11/7/2019, 09:56 PM |
Q2 2019 |
254 |
$348M |
+$12.4M |
-$9.23M |
+$3.17M |
IJH, IVV, VOO, IJR, VCIT
|
Restatement |
8/6/2019, 04:58 PM |
Q1 2019 |
244 |
$336M |
+$35.6M |
-$44.1M |
-$8.5M |
IJH, IVV, VOO, IJR, VCIT
|
13F-HR |
5/8/2019, 08:44 PM |
Q4 2018 |
239 |
$311M |
+$22.6M |
-$15.3M |
+$7.31M |
IVV, IJH, VOO, IJR, VCIT
|
13F-HR |
2/1/2019, 05:14 PM |
Q3 2018 |
255 |
$347M |
+$29.9M |
-$11.4M |
+$18.5M |
IJH, IVV, VOO, IJR, VCIT
|
13F-HR |
10/26/2018, 04:20 PM |
Q2 2018 |
234 |
$314M |
+$25.4M |
-$15.4M |
+$10M |
IJH, IVV, VOO, IJR, VCIT
|
13F-HR |
8/7/2018, 11:04 AM |
Q1 2018 |
217 |
$295M |
+$21.7M |
-$31.2M |
-$9.45M |
IJH, IVV, VOO, AGG, VCIT
|
13F-HR |
5/1/2018, 04:52 PM |
Q4 2017 |
234 |
$322M |
+$49.3M |
-$6.68M |
+$42.6M |
IJH, IVV, VOO, MSFT, AGG
|
13F-HR |
2/12/2018, 04:11 PM |
Q3 2017 |
216 |
$264M |
+$41.1M |
-$13.3M |
+$27.9M |
IJH, VOO, IVV, AGG, VCIT
|
13F-HR |
11/1/2017, 03:07 PM |
Q2 2017 |
208 |
$228M |
+$28.7M |
-$12.5M |
+$16.2M |
IJH, VOO, IVV, AGG, IJR
|
13F-HR |
8/8/2017, 05:28 PM |
Q1 2017 |
196 |
$209M |
+$47.1M |
-$10.6M |
+$36.5M |
IJH, VOO, IVV, AGG, ILCB
|
13F-HR |
5/12/2017, 08:33 AM |
Q4 2016 |
164 |
$171M |
$0 |
$0 |
|
VOO, IVV, IJH, ILCB, AGG
|
13F-HR |
2/13/2017, 06:08 AM |