| Q1 2024 |
1,552 |
$28.6B |
+$945M |
-$1.37B |
-$425M |
IEFA, MSFT, AAPL, IWF, IWB, IVV |
13F-HR |
5/7/2024, 11:18 AM |
| Q4 2023 |
1,575 |
$27.1B |
+$582M |
-$882M |
-$300M |
AAPL, IEFA, MSFT, IWB, IWF, IVV |
13F-HR |
2/6/2024, 03:40 PM |
| Q3 2023 |
1,622 |
$24.9B |
+$363M |
-$1.06B |
-$702M |
AAPL, IEFA, MSFT, IWB, IWF, IEMG |
13F-HR |
11/2/2023, 10:31 AM |
| Q2 2023 |
1,571 |
$26.8B |
+$546M |
-$904M |
-$358M |
AAPL, IEFA, MSFT, IWB, IWF, IEMG |
13F-HR |
8/9/2023, 11:42 AM |
| Q1 2023 |
1,577 |
$25.8B |
+$952M |
-$940M |
+$11.5M |
AAPL, IEFA, MSFT, IWB, IEMG, IWF |
13F-HR |
5/11/2023, 10:41 AM |
| Q4 2022 |
1,495 |
$18.2B |
+$891M |
-$619M |
+$272M |
IEFA, AAPL, MSFT, IEMG, IWF, IWB |
RESTATEMENT |
2/13/2023, 02:49 PM |
| Q3 2022 |
1,365 |
$22B |
|
|
|
IEFA, AAPL, MSFT, IEMG, IWB, IWM |
RESTATEMENT |
11/17/2022, 03:51 PM |
| Q2 2022 |
1,022 |
$4.02B |
|
|
|
QUAL, VLUE, VGSH, DOW, DD, AMT |
13F-HR |
8/5/2022, 02:25 PM |
| Q1 2022 |
1,363 |
$22.5B |
+$1.07B |
-$887M |
+$182M |
IEFA, AAPL, MSFT, IVV, IEMG, IWB |
13F-HR |
5/9/2022, 08:24 AM |
| Q4 2021 |
1,411 |
$23.5B |
+$462M |
-$435M |
+$27.5M |
AAPL, IEFA, MSFT, IWF, IWM, IWB |
13F-HR |
2/7/2022, 04:05 PM |
| Q3 2021 |
1,395 |
$22.1B |
+$409M |
-$328M |
+$81M |
IEFA, AAPL, MSFT, PYPL, IWF, IWM |
13F-HR |
10/28/2021, 11:21 AM |
| Q2 2021 |
1,419 |
$22.5B |
+$368M |
-$2.07B |
-$1.7B |
IEFA, AAPL, PYPL, MSFT, IEMG, IWM |
13F-HR |
8/13/2021, 03:27 PM |
| Q1 2021 |
1,352 |
$22.5B |
+$774M |
-$1.47B |
-$693M |
IEFA, IWB, AAPL, IEMG, IWM, MSFT |
13F-HR |
5/5/2021, 06:12 PM |
| Q4 2020 |
1,501 |
$22.7B |
+$1.11B |
-$680M |
+$431M |
IEFA, AAPL, IWB, IWF, IEMG, IWM |
13F-HR |
2/11/2021, 04:58 PM |
| Q3 2020 |
1,415 |
$20.2B |
+$1.52B |
-$546M |
+$978M |
IEFA, AAPL, IWB, IWF, EBAY, MSFT |
13F-HR |
11/6/2020, 03:46 PM |
| Q2 2020 |
1,372 |
$18.4B |
+$513M |
-$1.44B |
-$931M |
IEFA, AAPL, IWB, IWF, MSFT, PYPL |
13F-HR |
7/29/2020, 09:00 AM |
| Q1 2020 |
1,382 |
$16.1B |
|
|
|
IEFA, PYPL, IWB, AAPL, IWF, MSFT |
13F-HR |
5/14/2020, 12:05 PM |
| Q4 2019 |
1,229 |
$13.1B |
|
|
|
PYPL, AAPL, VEA, MSFT, BLV, JNJ |
13F-HR |
2/7/2020, 03:49 PM |
| Q3 2019 |
1,457 |
$19.6B |
+$1.01B |
-$404M |
+$602M |
PYPL, IEFA, IWF, VEA, IWB, IEMG |
13F-HR |
11/12/2019, 01:40 PM |
| Q2 2019 |
1,453 |
$18.9B |
+$737M |
-$789M |
-$52.6M |
IEFA, IWF, IEMG, VEA, IWB, IWM |
13F-HR |
8/12/2019, 09:12 AM |
| Q1 2019 |
1,445 |
$18.8B |
+$612M |
-$886M |
-$274M |
IWF, PYPL, IEFA, IEMG, VEA, IWB |
13F-HR |
5/15/2019, 04:54 PM |
| Q4 2018 |
1,307 |
$16.5B |
+$873M |
-$882M |
-$8.48M |
PYPL, IWF, IEFA, VEA, IEMG, DWDP |
13F-HR |
2/1/2019, 08:52 AM |
| Q3 2018 |
1,412 |
$19.9B |
+$1.15B |
-$588M |
+$562M |
PYPL, IWF, IEFA, DWDP, VEA, IEMG |
13F-HR |
11/9/2018, 09:33 AM |
| Q2 2018 |
1,406 |
$18.4B |
+$440M |
-$539M |
-$99.4M |
IWF, DWDP, VEA, IEFA, IEMG, IWM |
13F-HR |
8/10/2018, 10:53 AM |
| Q1 2018 |
1,422 |
$18.5B |
+$592M |
-$656M |
-$63.2M |
IWF, VEA, DWDP, IEFA, IEMG, IVW |
13F-HR |
5/4/2018, 02:29 PM |
| Q4 2017 |
1,464 |
$18.7B |
+$556M |
-$677M |
-$121M |
IWF, DWDP, VEA, PYPL, IEFA, IEMG |
13F-HR |
2/6/2018, 10:35 AM |
| Q3 2017 |
1,467 |
$18B |
+$1.61B |
-$477M |
+$1.13B |
PYPL, IWF, DWDP, VEA, IEMG, XOM |
13F-HR |
11/13/2017, 10:01 AM |
| Q2 2017 |
1,430 |
$16.8B |
+$830M |
-$692M |
+$137M |
IWF, VEA, DD, IVW, XOM, IEMG |
13F-HR |
8/11/2017, 02:14 PM |
| Q1 2017 |
1,493 |
$16.5B |
+$905M |
-$1.01B |
-$107M |
DD, IWF, VEA, IVW, XOM, JNJ |
13F-HR |
5/10/2017, 10:48 AM |
| Q4 2016 |
1,516 |
$16B |
+$808M |
-$781M |
+$27M |
DD, VEA, XOM, IVW, JNJ, IWF |
13F-HR |
2/14/2017, 09:35 AM |
| Q3 2016 |
1,541 |
$15.6B |
+$1.11B |
-$565M |
+$544M |
VEA, DD, XOM, IVW, PYPL, EFA |
13F-HR |
11/4/2016, 10:32 AM |
| Q2 2016 |
1,523 |
$14.8B |
+$579M |
-$771M |
-$192M |
XOM, DD, IVW, VEA, EFA, JNJ |
13F-HR |
8/4/2016, 04:36 PM |
| Q1 2016 |
1,536 |
$14.7B |
+$688M |
-$879M |
-$192M |
IVW, DD, XOM, VEA, EFA, IWF |
13F-HR |
5/11/2016, 02:16 PM |
| Q4 2015 |
1,538 |
$14.9B |
+$734M |
-$974M |
-$240M |
IVW, DD, VEA, XOM, EFA, IWF |
13F-HR |
2/12/2016, 12:38 PM |
| Q3 2015 |
1,595 |
$14.5B |
+$1.35B |
-$1.18B |
+$166M |
IVW, VEA, XOM, EFA, IWF, DD |
13F-HR |
11/13/2015, 02:35 PM |
| Q2 2015 |
1,865 |
$16.2B |
+$1.47B |
-$786M |
+$680M |
IVW, VEA, DD, GM, XOM, EFA |
13F-HR |
8/14/2015, 10:56 AM |
| Q1 2015 |
1,830 |
$15.8B |
+$662M |
-$590M |
+$71.9M |
IVW, DD, VEA, XOM, EFA, IWF |
13F-HR |
5/14/2015, 12:27 PM |
| Q4 2014 |
1,852 |
$15.7B |
+$860M |
-$684M |
+$176M |
IVW, DD, XOM, EBAY, VEA, EFA |
13F-HR |
2/12/2015, 01:39 PM |
| Q3 2014 |
2,028 |
$15.4B |
+$13.1B |
-$755K |
+$13.1B |
IVW, EBAY, DD, XOM, VEA, EFA |
13F-HR |
11/14/2014, 10:44 AM |
| Q2 2014 |
1,059 |
$2.39B |
+$137M |
-$172M |
-$35.6M |
MTB, EFA, XOM, JNJ, CVX, GEXXXX |
13F-HR |
8/13/2014, 02:31 PM |
| Q1 2014 |
1,175 |
$2.41B |
+$77.7M |
-$60.6M |
+$17.1M |
EFA, MTB, XOM, JNJ, GEXXXX, CVX |
13F-HR |
5/14/2014, 03:56 PM |
| Q4 2013 |
1,047 |
$2.39B |
|
|
|
EFA, MTB, XOM, GEXXXX, JNJ, CVX |
13F-HR |
2/12/2014, 11:31 AM |