Q2 2024 |
2,053 |
$2.25B |
+$191M |
-$126M |
+$65.6M |
SPY, IVV, USMV, ITOT, AAPL
|
13F-HR |
7/23/2024, 01:36 PM |
Q1 2024 |
2,121 |
$2.18B |
+$191M |
-$159M |
+$31.7M |
IVV, SPY, USMV, ITOT, IWV
|
13F-HR |
5/3/2024, 01:57 PM |
Q4 2023 |
2,089 |
$2.02B |
+$144M |
-$240M |
-$96.5M |
IVV, SPY, USMV, ITOT, AAPL
|
13F-HR |
1/26/2024, 12:54 PM |
Q3 2023 |
2,091 |
$1.94B |
+$163M |
-$84.9M |
+$78.1M |
IVV, SPY, USMV, AAPL, ITOT
|
13F-HR |
10/11/2023, 03:58 PM |
Q2 2023 |
2,069 |
$1.89B |
+$300M |
-$79.6M |
+$220M |
IVV, SPY, USMV, ITOT, IWV
|
13F-HR |
8/8/2023, 03:42 PM |
Q1 2023 |
2,041 |
$1.65B |
+$226M |
-$293M |
-$67.2M |
IVV, SPY, USMV, ITOT, AAPL
|
13F-HR |
4/25/2023, 12:21 PM |
Q4 2022 |
2,014 |
$1.65B |
+$162M |
-$76.5M |
+$85.6M |
IVV, IJR, USMV, SPY, ITOT
|
13F-HR |
1/30/2023, 06:06 PM |
Q3 2022 |
1,992 |
$1.45B |
+$85.2M |
-$504M |
-$419M |
IVV, SPY, IJR, USMV, AAPL
|
13F-HR |
11/14/2022, 11:34 AM |
Q2 2022 |
2,487 |
$2.02B |
+$146M |
-$125M |
+$21.2M |
IVV, AAPL, SPY, IJR, MSFT
|
13F-HR |
7/22/2022, 10:13 AM |
Q1 2022 |
2,648 |
$2.33B |
+$219M |
-$427M |
-$208M |
AAPL, IVV, SPY, IJR, MSFT
|
13F-HR |
5/16/2022, 04:27 PM |
Q4 2021 |
2,686 |
$2.63B |
+$200M |
-$322M |
-$122M |
AAPL, IVV, SPY, IJR, MSFT
|
13F-HR |
2/8/2022, 05:33 PM |
Q3 2021 |
2,753 |
$2.61B |
+$236M |
-$154M |
+$81.6M |
IVV, AAPL, IJR, SPY, USMV
|
13F-HR |
11/9/2021, 02:41 PM |
Q2 2021 |
2,764 |
$2.56B |
+$128M |
-$1.23B |
-$1.1B |
IVV, AAPL, IJR, SSO, SPY
|
13F-HR |
7/8/2021, 11:44 AM |
Q1 2021 |
2,993 |
$3.54B |
+$161M |
-$117M |
+$44M |
IVV, AAPL, VTI, SPYV, SPLG
|
13F-HR |
6/17/2021, 11:06 AM |
Q4 2020 |
2,189 |
$2.17B |
+$437M |
-$162M |
+$275M |
IVV, AAPL, UYG, IJR, SPY
|
13F-HR |
5/18/2021, 05:51 PM |
Q3 2020 |
2,521 |
$1.93B |
+$225M |
-$125M |
+$99.8M |
IVV, AAPL, GOVT, USIG, AGG
|
13F-HR |
9/7/2021, 01:53 PM |
Q2 2020 |
2,464 |
$1.79B |
+$259M |
-$164M |
+$95M |
IVV, AAPL, GOVT, AGG, USMV
|
13F-HR |
9/7/2021, 01:51 PM |
Q1 2020 |
2,363 |
$1.49B |
+$213M |
-$175M |
+$38.1M |
IVV, MINT, AAPL, USMV, USIG
|
13F-HR |
9/7/2021, 01:49 PM |
Q4 2019 |
2,456 |
$1.87B |
+$194M |
-$96.7M |
+$96.9M |
IVV, USMV, AAPL, SPY, IJR
|
13F-HR |
9/7/2021, 01:47 PM |
Q3 2019 |
2,403 |
$1.67B |
+$119M |
-$68.5M |
+$51M |
IVV, USMV, SPY, AAPL, NEAR
|
13F-HR |
9/7/2021, 01:45 PM |
Q2 2019 |
2,416 |
$1.61B |
+$175M |
-$108M |
+$67.1M |
IVV, USMV, SPY, AAPL, NEAR
|
13F-HR |
9/7/2021, 01:43 PM |
Q1 2019 |
2,328 |
$1.52B |
+$156M |
-$162M |
-$5.5M |
IVV, SPY, AAPL, XOM, WPC
|
13F-HR |
9/7/2021, 01:40 PM |
Q4 2018 |
2,300 |
$1.35B |
+$176M |
-$122M |
+$53.9M |
IVV, SPY, AAPL, XOM, WPC
|
13F-HR |
9/7/2021, 01:36 PM |
Q3 2018 |
2,332 |
$1.5B |
+$272M |
-$112M |
+$160M |
IVV, SPY, AAPL, XOM, BUFFXXXX
|
13F-HR |
9/7/2021, 01:34 PM |
Q2 2018 |
2,189 |
$1.28B |
+$192M |
-$76.8M |
+$115M |
IVV, BUFFXXXX, XOM, AAPL, SPY
|
13F-HR |
9/7/2021, 01:30 PM |
Q1 2018 |
2,109 |
$1.15B |
+$148M |
-$86.4M |
+$61.2M |
IVV, AAPL, XOM, IJH, AGG
|
13F-HR |
9/7/2021, 01:28 PM |
Q4 2017 |
2,101 |
$1.12B |
+$118M |
-$54.9M |
+$62.9M |
IVV, XOM, AAPL, IJH, T
|
13F-HR |
9/7/2021, 01:25 PM |
Q3 2017 |
2,044 |
$1.01B |
+$89.1M |
-$87.3M |
+$1.77M |
IVV, XOM, AAPL, T, IJH
|
13F-HR |
9/7/2021, 01:23 PM |
Q2 2017 |
1,997 |
$974M |
+$76.9M |
-$72M |
+$4.9M |
IVV, XOM, AAPL, IJH, T
|
13F-HR |
9/7/2021, 01:20 PM |
Q1 2017 |
1,981 |
$961M |
+$234M |
-$52.1M |
+$182M |
IVV, XOM, AAPL, IJH, T
|
13F-HR |
9/7/2021, 01:18 PM |
Q4 2016 |
1,958 |
$758M |
+$66.6M |
-$61.9M |
+$4.71M |
XOM, AAPL, T, IVV, GEXXXX
|
13F-HR |
9/7/2021, 01:15 PM |
Q3 2016 |
1,878 |
$743M |
+$83M |
-$42.2M |
+$40.9M |
XOM, AAPL, T, IVV, IEF
|
13F-HR |
9/7/2021, 01:13 PM |
Q2 2016 |
1,752 |
$689M |
+$57.5M |
-$46.2M |
+$11.3M |
XOM, AAPL, T, IVV, IEF
|
13F-HR |
9/7/2021, 01:09 PM |
Q1 2016 |
1,741 |
$654M |
$0 |
$0 |
|
XOM, AAPL, T, GEXXXX, CAT
|
13F-HR |
9/7/2021, 01:07 PM |