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13F Portfolio Filings

Latest 13F report
Q3 2023 - Nov 14, 2023
Value $
$880M
Signature - Title
Amy Ardeel - CCO
Location
1980 Post Oak Boulevard, Suite 1300, Houston, TX
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2023 391 $880M +$91.9M -$126M -$33.9M IVV, ACN, IUSB, EFV, EFG 13F-HR 11/14/2023, 09:22 AM
Q2 2023 409 $945M +$55.7M -$72.7M -$16.9M IVV, ACN, IUSB, EFG, QUAL 13F-HR 8/3/2023, 03:25 PM
Q1 2023 421 $919M $0 $0 IVV, ACN, IUSB, ESGU, EFG 13F-HR 5/11/2023, 09:36 AM
Q2 2022 296 $836M +$74.9M -$89.5M -$14.6M IVV, ACN, ESGU, MUB, IUSB 13F-HR 7/19/2022, 02:48 PM
Q1 2022 327 $1B +$149M -$88.7M +$60.2M IVV, ACN, ESGU, MSFT, MUB 13F-HR 4/19/2022, 05:19 PM
Q4 2021 321 $997M +$59.3M -$74.4M -$15.1M ACN, IVV, ESGU, EFG, MSFT 13F-HR 1/18/2022, 07:33 PM
Q3 2021 335 $936M +$63.9M -$52.4M +$11.5M ACN, ESGU, IVV, MSFT, EFG 13F-HR 11/15/2021, 06:32 AM
Q2 2021 349 $932M +$111M -$30.9M +$80M ACN, IVV, ESGU, MSFT, MUB 13F-HR 7/30/2021, 03:36 PM
Q1 2021 331 $799M +$182M -$47.1M +$135M ACN, IVV, ESGU, MSFT, MUB 13F-HR 4/26/2021, 08:14 AM
Q4 2020 273 $633M +$85.4M -$24.9M +$60.5M ACN, IVV, ESGU, MUB, EFG 13F-HR 2/8/2021, 08:25 AM
Q3 2020 248 $518M +$146M -$54.2M +$92.2M ACN, IVV, ESGU, MUB, EFG 13F-HR 10/22/2020, 04:22 PM
Q2 2020 257 $413M +$167M -$52.3M +$114M ACN, IVV, MUB, ESGU, EFG 13F-HR 7/14/2020, 11:29 AM
Q1 2020 153 $254M +$30.6M -$31.2M -$554K ACN, IVV, MUB, GOVT, IEFA 13F-HR 4/16/2020, 05:50 PM
Q4 2019 174 $315M +$34.9M -$27.5M +$7.39M ACN, IVV, MUB, IEFA, IEMG 13F-HR 1/29/2020, 06:39 AM
Q3 2019 165 $292M +$22.4M -$14.3M +$8.14M ACN, IVV, MUB, IEFA, ITOT 13F-HR 10/23/2019, 08:41 PM
Q2 2019 163 $283M +$45.4M -$36.1M +$9.31M ACN, IVV, MUB, ITOT, IEFA 13F-HR 8/12/2019, 06:13 PM
Q1 2019 886 $268M +$49.3M -$18.2M +$31.1M ACN, IVV, MUB, IEFA, ITOT 13F-HR 5/9/2019, 03:50 PM
Q4 2018 217 $207M +$22.6M -$24.6M -$2.05M ACN, IVV, IEFA, EPD, MUB 13F-HR 2/14/2019, 10:05 AM
Q3 2018 271 $240M +$24.9M -$30M -$5.11M ACN, IVV, EPD, IEFA, MUB 13F-HR 11/14/2018, 08:04 AM
Q2 2018 826 $238M +$65.8M -$20.4M +$45.4M ACN, IVV, EPD, IEFA, MUB 13F-HR 8/13/2018, 04:49 PM
Q1 2018 254 $187M +$29.2M -$38.8M -$9.58M ACN, IVV, EPD, IEMG, IHG 13F-HR 5/14/2018, 05:36 PM
Q4 2017 866 $202M $0 $0 ACN, EPD, IEMG, MMP, IWD 13F-HR 2/13/2018, 11:44 AM