Q1 2024 |
250 |
$2.05 B |
+$102 M |
-$44.5 M |
+$57 M |
VTI, VEA, IVV, VUG, SPY, VTV
|
13F-HR |
5/14/2024, 03:12 PM |
Q4 2023 |
229 |
$1.87 B |
+$63.2 M |
-$110 M |
-$47.3 M |
VTI, VEA, IVV, VUG, SPY, VTV
|
13F-HR |
2/14/2024, 03:32 PM |
Q3 2023 |
254 |
$1.74 B |
+$31 M |
-$39.1 M |
-$8.12 M |
VTI, VEA, IVV, VUG, SPY, VTV
|
13F-HR |
11/13/2023, 06:30 PM |
Q2 2023 |
240 |
$1.82 B |
+$47.5 M |
-$38.5 M |
+$9.06 M |
VTI, VEA, IVV, VUG, SPY, VTV
|
13F-HR |
8/9/2023, 05:38 PM |
Q1 2023 |
246 |
$1.72 B |
+$62.9 M |
-$57 M |
+$5.9 M |
VTI, VEA, IVV, VUG, SPY, VTV
|
13F-HR |
5/10/2023, 03:26 PM |
Q4 2022 |
247 |
$1.63 B |
+$89.5 M |
-$45.1 M |
+$44.4 M |
VTI, VEA, IVV, SPY, VTV, VUG
|
13F-HR |
1/30/2023, 01:42 PM |
Q3 2022 |
239 |
$1.46 B |
+$77.3 M |
-$52.7 M |
+$24.6 M |
VTI, VEA, IVV, SPY, VUG, VTV
|
13F-HR |
11/9/2022, 02:14 PM |
Q2 2022 |
234 |
$1.57 B |
+$76.7 M |
-$23.5 M |
+$53.2 M |
VTI, VEA, IVV, SPY, VUG, VTV
|
13F-HR |
8/10/2022, 08:56 PM |
Q1 2022 |
253 |
$1.82 B |
+$55.1 M |
-$36.7 M |
+$18.4 M |
VTI, VEA, IVV, SPY, VUG, VTV
|
13F-HR |
5/12/2022, 08:26 PM |
Q4 2021 |
256 |
$1.93 B |
+$76.2 M |
-$56 M |
+$20.2 M |
VTI, IVV, VEA, VUG, SPY, VTV
|
13F-HR |
2/11/2022, 01:42 PM |
Q3 2021 |
259 |
$1.79 B |
+$80.4 M |
-$54.1 M |
+$26.3 M |
VTI, VEA, IVV, SPY, VUG, IXUS
|
13F-HR |
11/8/2021, 03:54 PM |
Q2 2021 |
255 |
$1.79 B |
+$62.6 M |
-$51.3 M |
+$11.3 M |
VTI, IVV, VEA, SPY, VUG, IXUS
|
13F-HR |
7/22/2021, 05:00 PM |
Q1 2021 |
261 |
$1.67 B |
+$72 M |
-$37.9 M |
+$34 M |
VTI, VEA, IVV, SPY, VUG, IXUS
|
13F-HR |
5/12/2021, 09:54 PM |
Q4 2020 |
254 |
$1.55 B |
+$101 M |
-$77 M |
+$23.6 M |
VTI, VEA, IVV, SPY, VUG, IXUS
|
13F-HR |
2/9/2021, 06:45 PM |
Q3 2020 |
252 |
$1.38 B |
+$86.3 M |
-$71.1 M |
+$15.2 M |
VTI, VEA, SPY, IVV, VUG, VTV
|
13F-HR |
11/12/2020, 06:26 PM |
Q2 2020 |
280 |
$1.31 B |
+$89.1 M |
-$105 M |
-$15.9 M |
VTI, VEA, SPY, IVV, VTV, VUG
|
13F-HR |
8/14/2020, 03:29 PM |
Q1 2020 |
288 |
$1.13 B |
+$49.7 M |
-$50.8 M |
-$1.03 M |
VTI, VEA, SPY, IVV, IXUS, VTV
|
13F-HR |
5/13/2020, 03:44 PM |
Q4 2019 |
320 |
$1.46 B |
+$64.4 M |
-$43.6 M |
+$20.7 M |
VTI, VEA, SPY, IVV, VTV, IXUS
|
13F-HR |
2/12/2020, 03:04 PM |
Q3 2019 |
317 |
$1.34 B |
+$45.2 M |
-$29.7 M |
+$15.6 M |
VTI, VEA, SPY, IVV, VTV, IXUS
|
RESTATEMENT |
4/30/2020, 05:03 PM |
Q2 2019 |
319 |
$1.34 B |
+$43.7 M |
-$40.1 M |
+$3.57 M |
VTI, VEA, SPY, IXUS, IVV, VTV
|
RESTATEMENT |
4/30/2020, 05:13 PM |
Q1 2019 |
310 |
$1.31 B |
+$77.1 M |
-$37.4 M |
+$39.7 M |
VTI, VEA, SPY, IXUS, IVV, VTV
|
RESTATEMENT |
4/30/2020, 05:21 PM |
Q4 2018 |
313 |
$1.16 B |
+$95.2 M |
-$52 M |
+$43.2 M |
VTI, VEA, SPY, IXUS, IVV, VTV
|
RESTATEMENT |
5/6/2020, 04:34 PM |
Q3 2018 |
318 |
$1.3 B |
+$60.4 M |
-$22.4 M |
+$38 M |
VTI, VEA, IVV, SPY, VTV, VUG
|
RESTATEMENT |
5/6/2020, 04:24 PM |
Q2 2018 |
323 |
$1.21 B |
+$58.9 M |
-$25.4 M |
+$33.5 M |
VTI, VEA, SPY, IVV, VTV, VUG
|
RESTATEMENT |
5/6/2020, 04:18 PM |
Q1 2018 |
324 |
$1.2 B |
+$61.9 M |
-$41.5 M |
+$20.4 M |
VTI, VEA, SPY, VTV, IVV, VUG
|
RESTATEMENT |
4/30/2020, 05:47 PM |
Q4 2017 |
317 |
$1.22 B |
+$56.3 M |
-$62.8 M |
-$6.54 M |
VTI, VEA, SPY, VTV, VUG, IXUS
|
RESTATEMENT |
5/5/2020, 08:43 PM |
Q3 2017 |
306 |
$1.18 B |
+$60.2 M |
-$51 M |
+$9.16 M |
VTI, VEA, SPY, VTV, VUG, IXUS
|
13F-HR |
11/2/2017, 06:04 PM |
Q2 2017 |
299 |
$1.14 B |
+$63.9 M |
-$46.7 M |
+$17.2 M |
VTI, SPY, VEA, VTV, VUG, IXUS
|
13F-HR |
8/11/2017, 08:42 PM |
Q1 2017 |
284 |
$1.11 B |
+$106 M |
-$106 M |
-$347 K |
VTI, SPY, VEA, VTV, IVV, VUG
|
13F-HR |
5/10/2017, 05:17 PM |
Q4 2016 |
284 |
$1.08 B |
+$65.6 M |
-$56.8 M |
+$8.84 M |
VTI, SPY, VTV, VEA, VUG, IVE
|
13F-HR |
2/9/2017, 07:09 PM |
Q3 2016 |
319 |
$1.08 B |
+$187 M |
-$30.2 M |
+$156 M |
VTI, SPY, VTV, VUG, VEA, IXUS
|
13F-HR |
11/2/2016, 03:58 PM |
Q2 2016 |
306 |
$926 M |
+$37 M |
-$49.1 M |
-$12.1 M |
VTI, SPY, VTV, VUG, IXUS, VEA
|
13F-HR |
7/29/2016, 08:14 PM |
Q1 2016 |
307 |
$925 M |
+$224 M |
-$138 M |
+$85.7 M |
VTI, SPY, VTV, VUG, IXUS, VEA
|
13F-HR |
4/26/2016, 03:06 PM |
Q4 2015 |
363 |
$869 M |
+$78.2 M |
-$84 M |
-$5.78 M |
SPY, VTI, VEA, AAPL, JNJ, MSFT
|
13F-HR |
2/5/2016, 02:37 PM |
Q3 2015 |
358 |
$859 M |
+$73.2 M |
-$74.6 M |
-$1.4 M |
SPY, VTI, AAPL, VXUS, BND, VEA
|
13F-HR |
11/2/2015, 08:03 PM |
Q2 2015 |
344 |
$960 M |
+$46.3 M |
-$78.8 M |
-$32.5 M |
SPY, VTI, BND, AAPL, VEA, VXUS
|
13F-HR |
7/24/2015, 02:49 PM |
Q1 2015 |
353 |
$1.03 B |
+$90.3 M |
-$115 M |
-$24.3 M |
SPY, BND, VTI, AAPL, VEA, VWO
|
13F-HR |
4/30/2015, 08:30 PM |
Q4 2014 |
355 |
$1.07 B |
+$61.6 M |
-$62.2 M |
-$683 K |
SPY, BND, VTI, EFA, AAPL, VEA
|
13F-HR |
1/30/2015, 06:04 PM |
Q3 2014 |
360 |
$1.07 B |
+$85.3 M |
-$47.2 M |
+$38 M |
SPY, BND, VTI, EFA, JNJ, AAPL
|
13F-HR |
11/12/2014, 06:35 PM |
Q2 2014 |
347 |
$1.06 B |
+$122 M |
-$60.9 M |
+$61 M |
SPY, BND, VTI, JNJ, EFA, AAPL
|
13F-HR |
7/17/2014, 03:36 PM |
Q1 2014 |
342 |
$1 B |
+$68.6 M |
-$44.2 M |
+$24.4 M |
SPY, BND, VTI, JNJ, VZ, VEA
|
13F-HR |
4/18/2014, 06:55 PM |
Q4 2013 |
338 |
$992 M |
|
|
|
SPY, BND, VTI, JNJ, VEA, VIG
|
13F-HR |
1/24/2014, 02:46 PM |