Q3 2024 |
116 |
$314M |
+$17.4M |
-$59.5M |
-$42.1M |
IVV, IJH, SCHF, SCHR, SCHX
|
13F-HR |
10/15/2024, 01:45 PM |
Q2 2024 |
310 |
$335M |
+$32.4M |
-$23.8M |
+$8.62M |
IVV, IJH, SCHF, SCHR, SCHX
|
13F-HR |
7/17/2024, 11:34 AM |
Q1 2024 |
114 |
$334M |
+$37.1M |
-$23.4M |
+$13.7M |
IVV, IJH, SCHX, SCHF, SCHR
|
13F-HR |
4/30/2024, 04:03 PM |
Q4 2023 |
112 |
$307M |
+$29.6M |
-$23.8M |
+$5.77M |
IVV, IJH, SCHX, SCHF, SCHR
|
13F-HR |
2/13/2024, 10:28 AM |
Q3 2023 |
115 |
$271M |
+$20.7M |
-$15.4M |
+$5.31M |
IVV, SCHF, SCHX, SCHR, IJH
|
13F-HR |
11/9/2023, 03:40 PM |
Q2 2023 |
113 |
$277M |
+$9.12M |
-$12.7M |
-$3.54M |
IVV, SCHF, SCHX, SCHR, IJH
|
Restatement |
8/17/2023, 02:33 PM |
Q1 2023 |
117 |
$269M |
+$54.3M |
-$8.24M |
+$46.1M |
IVV, SCHF, SCHX, SCHR, SPYD
|
13F-HR |
5/9/2023, 04:32 PM |
Q4 2022 |
80 |
$211M |
+$14.4M |
-$31.8M |
-$17.4M |
SCHF, IVV, SCHX, SCHR, SPYD
|
13F-HR |
1/30/2023, 03:17 PM |
Q3 2022 |
104 |
$216M |
+$108M |
-$4.36M |
+$104M |
IVV, SCHF, SCHR, SCHX, SPYD
|
13F-HR |
11/9/2022, 10:44 AM |
Q2 2022 |
69 |
$119M |
+$9.13M |
-$8.78M |
+$347K |
GOOGL, ACN, UNH, AMZN, JPM
|
13F-HR |
7/28/2022, 12:27 PM |
Q1 2022 |
109 |
$153M |
+$16.6M |
-$19.2M |
-$2.58M |
GOOGL, AMZN, ACN, AMBA, UNH
|
13F-HR |
5/5/2022, 03:01 PM |
Q4 2021 |
73 |
$176M |
+$23.6M |
-$16.7M |
+$6.89M |
GOOGL, AMZN, AMBA, UNH, ACN
|
13F-HR |
1/25/2022, 09:34 AM |
Q3 2021 |
84 |
$161M |
+$26.1M |
-$13M |
+$13.1M |
AMZN, GOOGL, AMBA, META, ACN
|
13F-HR |
11/8/2021, 11:51 AM |
Q2 2021 |
75 |
$151M |
+$11M |
-$14.7M |
-$3.67M |
AMZN, META, GOOGL, ACN, ABBV
|
13F-HR |
8/9/2021, 04:33 PM |
Q1 2021 |
81 |
$142M |
+$20M |
-$107M |
-$86.9M |
AMZN, META, GOOGL, ACN, JPM
|
13F-HR |
5/17/2021, 01:14 PM |
Q4 2020 |
113 |
$222M |
+$30M |
-$20.3M |
+$9.76M |
SCHF, SCHX, SCHR, IVV, SPYD
|
13F-HR |
3/31/2021, 03:50 PM |
Q3 2020 |
111 |
$186M |
+$114M |
-$4.43M |
+$110M |
SCHX, SCHF, SCHR, SPYD, AAPL
|
13F-HR |
11/13/2020, 11:02 AM |
Q2 2020 |
74 |
$71.6M |
+$11.4M |
-$90M |
-$78.6M |
AAPL, AMZN, MSFT, GOOGL, ACN
|
13F-HR |
8/13/2020, 05:05 PM |
Q1 2020 |
111 |
$139M |
+$20M |
-$17.7M |
+$2.35M |
SCHF, SCHX, SCHR, SPYD, IVV
|
13F-HR |
5/14/2020, 02:39 PM |
Q3 2019 |
114 |
$166M |
+$13.6M |
-$7.4M |
+$6.2M |
SCHX, SCHF, SPYD, SCHR, IVV
|
Restatement |
11/21/2019, 10:50 AM |
Q2 2019 |
120 |
$154M |
+$56.1M |
-$44.4M |
+$11.7M |
SCHX, SCHF, SPYD, SCHR, IVV
|
13F-HR |
8/13/2019, 01:52 PM |
Q4 2018 |
101 |
$132M |
+$6.53M |
-$6.65M |
-$126K |
SCHX, SCHR, SCHF, SCHZ, CORP
|
13F-HR |
2/4/2019, 02:46 PM |
Q3 2018 |
102 |
$119M |
+$8.87M |
-$4.81M |
+$4.06M |
SCHX, SCHF, SCHR, SCHZ, CORP
|
13F-HR |
11/14/2018, 12:23 PM |
Q2 2018 |
100 |
$142M |
+$33.4M |
-$29.3M |
+$4.07M |
SCHX, SCHF, SCHR, SCHZ, CORP
|
13F-HR |
8/13/2018, 02:04 PM |
Q1 2018 |
372 |
$136M |
+$19.1M |
-$11.6M |
+$7.48M |
SCHX, SCHF, SCHR, SCHZ, CORP
|
13F-HR |
5/15/2018, 12:54 PM |
Q4 2017 |
395 |
$133M |
$0 |
$0 |
|
SCHX, SCHR, SCHF, SCHZ, CORP
|
13F-HR |
2/15/2018, 04:40 PM |