Q1 2024 |
2 |
$357 M |
+$8.21 M |
-$16.8 M |
-$8.61 M |
VOO, VCLT
|
13F-HR |
5/7/2024, 10:36 AM |
Q4 2023 |
2 |
$335 M |
+$10.4 M |
-$6.55 M |
+$3.87 M |
VOO, VCLT
|
13F-HR |
2/1/2024, 04:25 PM |
Q3 2023 |
2 |
$298 M |
+$7.42 M |
-$393 |
+$7.42 M |
VOO, VCLT
|
13F-HR |
11/2/2023, 04:35 PM |
Q2 2023 |
1 |
$301 M |
+$1.23 M |
|
+$1.23 M |
VOO
|
13F-HR |
8/2/2023, 04:45 PM |
Q1 2023 |
1 |
$276 M |
|
|
|
VOO
|
13F-HR |
5/10/2023, 10:29 AM |
Q4 2022 |
1 |
$258 M |
+$2.32 M |
|
+$2.32 M |
VOO
|
13F-HR |
2/2/2023, 02:09 PM |
Q3 2022 |
1 |
$239 M |
+$986 K |
|
+$986 K |
VOO
|
13F-HR |
11/1/2022, 03:08 PM |
Q2 2022 |
1 |
$252 M |
+$829 K |
|
+$829 K |
VOO
|
13F-HR |
8/3/2022, 12:10 PM |
Q1 2022 |
1 |
$300 M |
|
|
|
VOO
|
13F-HR |
5/9/2022, 03:15 PM |
Q4 2021 |
1 |
$316 M |
+$2.15 M |
|
+$2.15 M |
VOO
|
13F-HR |
2/7/2022, 10:39 AM |
Q3 2021 |
1 |
$283 M |
+$954 K |
$0 |
+$954 K |
VOO
|
13F-HR |
10/27/2021, 02:06 PM |
Q2 2021 |
1 |
$282 M |
+$977 K |
$0 |
+$977 K |
VOO
|
13F-HR |
8/10/2021, 11:36 AM |
Q1 2021 |
1 |
$260 M |
$0 |
$0 |
|
VOO
|
13F-HR |
5/10/2021, 10:14 AM |
Q4 2020 |
1 |
$245 M |
+$2.02 M |
|
+$2.02 M |
VOO
|
13F-HR |
2/10/2021, 10:28 AM |
Q3 2020 |
1 |
$218 M |
+$1.09 M |
|
+$1.09 M |
VOO
|
13F-HR |
10/28/2020, 11:20 AM |
Q2 2020 |
1 |
$200 M |
+$13 K |
|
+$13 K |
VOO
|
13F-HR |
8/11/2020, 11:56 AM |
Q1 2020 |
1 |
$167 M |
+$825 K |
|
+$825 K |
VOO
|
13F-HR |
5/6/2020, 12:13 PM |
Q4 2019 |
1 |
$207 M |
+$1.98 M |
|
+$1.98 M |
VOO
|
13F-HR |
2/10/2020, 10:34 AM |
Q3 2019 |
1 |
$189 M |
+$957 K |
|
+$957 K |
VOO
|
13F-HR |
11/5/2019, 10:30 AM |
Q2 2019 |
1 |
$186 M |
+$1.05 M |
|
+$1.05 M |
VOO
|
13F-HR |
7/29/2019, 10:47 AM |
Q1 2019 |
1 |
$178 M |
|
|
|
VOO
|
13F-HR |
5/10/2019, 10:47 AM |
Q4 2018 |
1 |
$158 M |
+$1.57 M |
|
+$1.57 M |
VOO
|
13F-HR |
2/4/2019, 09:55 AM |
Q3 2018 |
1 |
$181 M |
+$844 K |
|
+$844 K |
VOO
|
13F-HR |
11/8/2018, 05:32 PM |
Q2 2018 |
1 |
$169 M |
+$760 K |
|
+$760 K |
VOO
|
13F-HR |
8/13/2018, 04:15 PM |
Q1 2018 |
1 |
$163 M |
+$780 K |
|
+$780 K |
VOO
|
13F-HR |
5/10/2018, 10:46 AM |
Q4 2017 |
1 |
$164 M |
|
|
|
VOO
|
13F-HR |
2/13/2018, 11:16 AM |
Q3 2017 |
1 |
$157 M |
+$802 K |
|
+$802 K |
VOO
|
13F-HR |
11/14/2017, 02:32 PM |
Q2 2017 |
1 |
$150 M |
+$678 K |
|
+$678 K |
VOO
|
13F-HR |
8/10/2017, 04:43 PM |
Q1 2017 |
1 |
$142 M |
+$1.53 M |
|
+$1.53 M |
VOO
|
13F-HR |
5/12/2017, 10:51 AM |
Q4 2016 |
1 |
$135 M |
+$135 M |
|
+$135 M |
VOO
|
13F-HR |
2/8/2017, 01:28 PM |
Q3 2016 |
21 |
$122 M |
+$4.35 M |
-$387 K |
+$3.97 M |
TMK, AAPL, WFC, IBM, MO, BA
|
13F-HR |
11/10/2016, 10:17 AM |
Q2 2016 |
23 |
$121 M |
+$1.06 M |
-$1.1 M |
-$42.7 K |
TMK, WFC, AAPL, IBM, MO, BA
|
13F-HR |
8/11/2016, 11:16 AM |
Q1 2016 |
23 |
$117 M |
+$117 M |
|
+$117 M |
TMK, WFC, AAPL, IBM, MO, BA
|
13F-HR |
5/5/2016, 12:32 PM |
Q4 2015 |
24 |
$118 K |
+$118 K |
|
+$118 K |
|
13F-HR |
2/10/2016, 10:18 AM |
Q3 2015 |
24 |
$121 M |
+$16.5 M |
-$2.08 M |
+$14.4 M |
TMK, IBM, AAPL, BA, AXP, WFC
|
13F-HR |
11/10/2015, 09:57 AM |
Q2 2015 |
26 |
$128 M |
+$7.15 M |
-$3.3 M |
+$3.85 M |
TMK, IBM, A309PS, AXP, AAPL, BA
|
13F-HR |
8/10/2015, 03:40 PM |
Q1 2015 |
24 |
$129 M |
+$18.8 M |
|
+$18.8 M |
TMK, IBM, AXP, WMT, AAPL, WFC
|
13F-HR |
5/11/2015, 03:13 PM |
Q4 2014 |
26 |
$128 M |
+$7.93 M |
-$5.61 M |
+$2.32 M |
TMK, IBM, AXP, WMT, WFC, AAPL
|
13F-HR |
2/5/2015, 12:45 PM |
Q3 2014 |
24 |
$124 M |
+$14.3 M |
-$2.39 M |
+$11.9 M |
TMK, IBM, WMT, AXP, WFC, A309PS
|
13F-HR |
11/10/2014, 09:04 AM |
Q2 2014 |
25 |
$123 M |
+$11.6 M |
-$3.19 M |
+$8.45 M |
TMK, IBM, WMT, AXP, WFC, AAPL
|
13F-HR/A |
8/7/2014, 04:48 PM |
Q2 2014 |
15 |
$43.4 M |
|
|
|
IBM, AAPL, XOM, RY, PETM, NOVXXXX
|
13F-HR |
8/7/2014, 10:12 AM |
Q1 2014 |
25 |
$117 M |
+$10 M |
-$3.84 M |
+$6.18 M |
TMK, IBM, WMT, AXP, WFC, MDTXXXX
|
13F-HR |
5/15/2014, 11:10 AM |
Q4 2013 |
23 |
$115 M |
|
|
|
TMK, IBM, WMT, AXP, WFC, A309PS
|
13F-HR |
2/11/2014, 08:54 AM |