Q3 2024 |
473 |
$4.67B |
+$347M |
-$113M |
+$234M |
AAPL, MSFT, NVDA, IEMG, AMZN
|
13F-HR |
11/13/2024, 08:02 AM |
Q2 2024 |
470 |
$4.27B |
+$371M |
-$281M |
+$90.3M |
MSFT, AAPL, NVDA, IEMG, AMZN
|
13F-HR |
8/12/2024, 07:16 AM |
Q1 2024 |
469 |
$4.26B |
+$279M |
-$72.8M |
+$206M |
MSFT, AAPL, NVDA, IEMG, AMZN
|
13F-HR |
5/13/2024, 08:07 AM |
Q4 2023 |
474 |
$3.72B |
+$367M |
-$228M |
+$139M |
AAPL, MSFT, IEMG, AMZN, NVDA
|
13F-HR |
2/14/2024, 08:41 AM |
Q3 2023 |
474 |
$3.24B |
+$78.6M |
-$120M |
-$41.5M |
AAPL, IEMG, MSFT, AMZN, NVDA
|
13F-HR |
11/14/2023, 08:09 AM |
Q2 2023 |
466 |
$3.4B |
+$150M |
-$138M |
+$12M |
AAPL, IEMG, MSFT, AMZN, LQD
|
13F-HR |
8/14/2023, 07:46 AM |
Q1 2023 |
450 |
$3.15B |
+$110M |
-$75.9M |
+$34M |
IEMG, AAPL, MSFT, HYG, LQD
|
13F-HR |
5/12/2023, 07:44 AM |
Q4 2022 |
465 |
$2.92B |
+$261M |
-$150M |
+$112M |
IEMG, AAPL, MSFT, HYG, LQD
|
13F-HR |
2/13/2023, 07:05 AM |
Q3 2022 |
459 |
$2.65B |
+$128M |
-$147M |
-$18.5M |
IEMG, AAPL, MSFT, LQD, AMZN
|
13F-HR |
11/10/2022, 07:25 AM |
Q2 2022 |
470 |
$2.97B |
+$285M |
-$129M |
+$157M |
IEMG, AAPL, MSFT, LQD, AMZN
|
13F-HR |
8/10/2022, 08:40 AM |
Q1 2022 |
475 |
$3.45B |
+$221M |
-$183M |
+$37.8M |
IEMG, AAPL, MSFT, AMZN, HYG
|
13F-HR |
5/10/2022, 07:14 AM |
Q4 2021 |
454 |
$3.62B |
+$287M |
-$6.97M |
+$280M |
IEMG, AAPL, MSFT, AMZN, HYG
|
13F-HR |
2/9/2022, 08:00 AM |
Q3 2021 |
425 |
$3.11B |
+$230M |
-$56.7M |
+$173M |
IEMG, AAPL, MSFT, AMZN, HYG
|
13F-HR |
11/3/2021, 08:51 AM |
Q2 2021 |
426 |
$3.01B |
+$44.4M |
-$245M |
-$201M |
IEMG, AAPL, MSFT, EWY, AMZN
|
13F-HR |
8/13/2021, 07:00 AM |
Q1 2021 |
428 |
$3B |
+$173M |
-$310M |
-$137M |
IEMG, AAPL, HYG, MSFT, LQD
|
13F-HR |
5/12/2021, 06:57 AM |
Q4 2020 |
424 |
$3.02B |
+$2.08B |
-$2.18B |
-$101M |
IEMG, AAPL, LQD, MSFT, AMZN
|
13F-HR |
2/11/2021, 09:17 AM |
Q3 2020 |
41 |
$2.85B |
+$316M |
-$265M |
+$50.7M |
VOO, IVV, SPY, IEMG, VTI
|
13F-HR |
11/12/2020, 09:36 AM |
Q2 2020 |
23 |
$2.29B |
+$55.6M |
-$32.9M |
+$22.7M |
VOO, IVV, SPY, IEMG, MTUM
|
13F-HR |
8/12/2020, 06:37 AM |
Q1 2020 |
19 |
$2.19B |
+$136M |
-$112M |
+$24.3M |
VOO, IVV, SPY, IEMG, USMV
|
13F-HR |
5/13/2020, 10:48 AM |
Q4 2019 |
23 |
$2.73B |
+$195M |
-$170M |
+$25.1M |
VOO, IVV, SPY, IEMG, MTUM
|
13F-HR |
2/13/2020, 08:53 AM |
Q3 2019 |
25 |
$2.52B |
+$147M |
-$105M |
+$41.4M |
IVV, VOO, SPY, IEMG, USMV
|
13F-HR |
11/12/2019, 08:10 AM |
Q2 2019 |
32 |
$2.47B |
+$304M |
-$86.6M |
+$217M |
VOO, IVV, SPY, IEMG, MTUM
|
13F-HR |
8/13/2019, 09:02 AM |
Q1 2019 |
30 |
$2.2B |
+$49.9M |
-$299M |
-$249M |
VOO, IVV, SPY, EEMV, USMV
|
13F-HR |
5/14/2019, 11:36 AM |
Q4 2018 |
32 |
$2.19B |
+$194M |
-$75.3M |
+$119M |
VOO, IVV, SPY, USMV, MTUM
|
13F-HR |
2/13/2019, 09:26 AM |
Q3 2018 |
30 |
$2.37B |
+$317M |
-$263M |
+$53.5M |
VOO, IVV, SPY, MTUM, USMV
|
13F-HR |
11/13/2018, 06:36 AM |
Q2 2018 |
36 |
$2.21B |
+$67.3M |
-$556M |
-$489M |
VOO, IVV, MTUM, USMV, VLUE
|
13F-HR |
8/13/2018, 08:34 AM |
Q1 2018 |
39 |
$2.73B |
$0 |
$0 |
|
VOO, IVV, SPY, IEMG, USMV
|
13F-HR |
5/9/2018, 09:54 AM |