Q3 2024 |
339 |
$984M |
+$75.8M |
-$31.4M |
+$44.5M |
SPYV, VUG, IJH, IJR, JEPI
|
13F-HR |
10/15/2024, 05:12 PM |
Q2 2024 |
317 |
$890M |
+$76M |
-$35.6M |
+$40.4M |
SPYV, VUG, IJH, IJR, AAPL
|
13F-HR |
8/1/2024, 06:54 PM |
Q1 2024 |
313 |
$843M |
+$97.6M |
-$27.3M |
+$70.2M |
SPYV, IJH, VUG, JEPI, IJR
|
13F-HR |
5/3/2024, 10:13 AM |
Q4 2023 |
287 |
$762M |
+$58.4M |
-$40M |
+$18.4M |
SPYV, IJH, VUG, JEPI, IJR
|
13F-HR |
2/5/2024, 12:20 PM |
Q3 2023 |
263 |
$685M |
+$23.7M |
-$17.7M |
+$5.99M |
SPYV, IJH, USFR, JEPI, VUG
|
13F-HR |
10/10/2023, 11:38 AM |
Q2 2023 |
270 |
$701M |
+$50M |
-$36M |
+$14M |
SPYV, IJH, JEPI, VUG, IJR
|
13F-HR |
7/19/2023, 04:29 PM |
Q1 2023 |
276 |
$656M |
+$59.9M |
-$45.6M |
+$14.2M |
SPYV, IJH, JEPI, USFR, IJR
|
13F-HR |
5/10/2023, 04:43 PM |
Q4 2022 |
267 |
$614M |
+$124M |
-$59.2M |
+$65.3M |
SPYV, IJH, USFR, IJR, USMV
|
13F-HR |
2/2/2023, 02:23 PM |
Q3 2022 |
253 |
$523M |
+$60.9M |
-$44.7M |
+$16.2M |
SPYV, IJH, USMV, IJR, FPE
|
13F-HR |
11/9/2022, 09:39 AM |
Q2 2022 |
274 |
$544M |
+$66.5M |
-$24M |
+$42.5M |
SPYV, IJH, USMV, IEMG, IJR
|
13F-HR |
8/11/2022, 04:47 PM |
Q1 2022 |
290 |
$599M |
+$104M |
-$13M |
+$90.9M |
SPYV, IJH, IJR, USMV, IEMG
|
13F-HR |
5/12/2022, 02:54 PM |
Q4 2021 |
259 |
$526M |
+$50.4M |
-$21.3M |
+$29M |
SPYV, IJH, IJR, IEMG, USMV
|
13F-HR |
2/10/2022, 04:45 PM |
Q3 2021 |
239 |
$472M |
+$33.4M |
-$11.3M |
+$22.1M |
SPYV, IJH, IEMG, IJR, FPE
|
13F-HR |
11/12/2021, 08:37 AM |
Q2 2021 |
239 |
$459M |
+$34.4M |
-$11.8M |
+$22.6M |
SPYV, IJH, IEMG, IJR, FPE
|
13F-HR |
8/6/2021, 03:06 PM |
Q1 2021 |
227 |
$414M |
+$37.3M |
-$675M |
-$638M |
SPYV, IEMG, IJH, IJR, FPE
|
13F-HR |
5/5/2021, 01:34 PM |
Q4 2020 |
351 |
$1.01B |
+$73.5M |
-$30.7M |
+$42.8M |
SPY, AAPL, IVV, IJH, IJR
|
13F-HR |
2/5/2021, 04:34 PM |
Q3 2020 |
313 |
$859M |
+$110M |
-$147M |
-$36.9M |
SPY, IVV, AAPL, IJH, IJR
|
13F-HR |
11/5/2020, 04:10 PM |
Q2 2020 |
680 |
$902M |
+$272M |
-$236M |
+$36.7M |
SPY, IVV, AAPL, IJH, IJR
|
13F-HR |
8/11/2020, 03:22 PM |
Q1 2020 |
560 |
$733M |
+$233M |
-$66M |
+$167M |
IVV, IWB, AAPL, VOO, SPY
|
13F-HR |
5/11/2020, 01:58 PM |
Q4 2019 |
589 |
$699M |
+$137M |
-$17M |
+$121M |
IVV, AAPL, SPY, IJR, IJH
|
13F-HR |
1/28/2020, 12:11 PM |
Q3 2019 |
538 |
$533M |
+$37.9M |
-$32.7M |
+$5.18M |
SPY, AAPL, IVV, PEP, IJH
|
13F-HR |
11/8/2019, 02:04 PM |
Q2 2019 |
539 |
$519M |
+$38.9M |
-$27.1M |
+$11.8M |
SPY, AAPL, IVV, IJH, IJR
|
13F-HR |
8/5/2019, 11:38 AM |
Q1 2019 |
513 |
$491M |
+$82.6M |
-$15.5M |
+$67.1M |
SPY, AAPL, IVV, PEP, IJH
|
13F-HR |
5/9/2019, 10:22 AM |
Q4 2018 |
437 |
$376M |
$0 |
$0 |
|
SPY, AAPL, PEP, IJR, IJH
|
13F-HR |
2/13/2019, 04:36 PM |