| Q1 2024 |
1,882 |
$34.7B |
+$4.53B |
-$4.46B |
+$61.3M |
BSV, VOO, AGG, DFAC, MTUM, DFUV |
13F-HR |
5/15/2024, 11:23 AM |
| Q4 2023 |
1,979 |
$33.2B |
+$5.15B |
-$605M |
+$4.55B |
BSV, AGG, VOO, DFAC, MTUM, AAPL |
13F-HR |
2/14/2024, 05:33 PM |
| Q3 2023 |
2,083 |
$26.3B |
+$3.15B |
-$1.18B |
+$1.97B |
BSV, AGG, VOO, MTUM, DFAC, AAPL |
RESTATEMENT |
11/15/2023, 10:50 AM |
| Q2 2023 |
2,095 |
$25.1B |
+$5.09B |
-$2.9B |
+$2.19B |
BSV, AGG, MTUM, VOO, DFAC, AAPL |
13F-HR |
8/14/2023, 05:54 PM |
| Q1 2023 |
1,907 |
$20.7B |
+$2.12B |
-$842M |
+$1.28B |
BSV, MTUM, SCHX, AAPL, AGG, QUAL |
13F-HR |
5/15/2023, 07:15 PM |
| Q4 2022 |
1,923 |
$20B |
+$2.48B |
-$614M |
+$1.87B |
BSV, MTUM, SCHX, AGG, QUAL, AAPL |
13F-HR |
2/8/2023, 06:45 PM |
| Q3 2022 |
1,813 |
$16.8B |
+$1.82B |
-$332M |
+$1.49B |
BSV, SCHX, MTUM, AAPL, QUAL, AGG |
13F-HR |
11/15/2022, 10:27 AM |
| Q2 2022 |
1,813 |
$16.2B |
+$2.12B |
-$421M |
+$1.7B |
BSV, MTUM, SCHX, QUAL, VLUE, AAPL |
13F-HR |
8/10/2022, 10:24 AM |
| Q1 2022 |
1,858 |
$17B |
+$2.22B |
-$284M |
+$1.93B |
BSV, SCHX, MTUM, QUAL, AGG, AAPL |
13F-HR |
5/10/2022, 02:05 PM |
| Q4 2021 |
1,790 |
$16.2B |
+$1.51B |
-$449M |
+$1.06B |
BSV, QUAL, MTUM, SCHX, AGG, AAPL |
13F-HR |
2/4/2022, 12:14 PM |
| Q3 2021 |
1,745 |
$14.3B |
+$2.03B |
-$536M |
+$1.49B |
BSV, QUAL, MTUM, VCSH, AGG, VLUE |
13F-HR |
11/10/2021, 12:35 PM |
| Q2 2021 |
1,660 |
$13B |
+$1.69B |
-$205M |
+$1.49B |
QUAL, MTUM, VCSH, VLUE, AAPL, AGG |
13F-HR |
8/10/2021, 02:59 PM |
| Q1 2021 |
1,618 |
$11B |
+$3.12B |
-$239M |
+$2.88B |
QUAL, VCSH, MTUM, VLUE, AGG, BSV |
RESTATEMENT |
8/10/2021, 02:33 PM |
| Q4 2020 |
1,342 |
$7.77B |
+$879M |
-$218M |
+$662M |
MTUM, QUAL, VCSH, VLUE, BSV, AGG |
13F-HR |
2/11/2021, 04:48 PM |
| Q3 2020 |
1,216 |
$6.6B |
+$1.18B |
-$177M |
+$1.01B |
MTUM, QUAL, VCSH, VLUE, AAPL, BSV |
13F-HR |
12/10/2020, 09:37 AM |
| Q2 2020 |
1,010 |
$5.51B |
+$992M |
-$520M |
+$472M |
MTUM, QUAL, VCSH, VLUE, AAPL, SHM |
13F-HR |
8/10/2020, 01:11 PM |
| Q1 2020 |
1,097 |
$4.54B |
+$823M |
-$241M |
+$582M |
MTUM, VCSH, QUAL, AAPL, AGG, VLUE |
13F-HR |
5/15/2020, 08:56 PM |
| Q4 2019 |
1,164 |
$5.01B |
+$637M |
-$114M |
+$524M |
MTUM, AAPL, IVV, QUAL, VLUE, VCSH |
13F-HR |
2/13/2020, 01:14 PM |
| Q3 2019 |
1,122 |
$4.25B |
+$606M |
-$98.3M |
+$507M |
MTUM, IVV, AGG, VCSH, QUAL, SCHZ |
13F-HR |
11/12/2019, 03:11 PM |
| Q2 2019 |
1,146 |
$3.77B |
+$1.02B |
-$71.1M |
+$952M |
IVV, MTUM, SCHZ, AGG, XOM, AAPL |
13F-HR |
8/14/2019, 02:15 PM |
| Q1 2019 |
1,068 |
$2.78B |
|
|
|
IVV, XOM, AAPL, IWF, VIG, MTUM |
NEW HOLDINGS |
4/23/2019, 02:55 PM |
| Q1 2019 |
703 |
$1.74B |
|
|
|
IVV, XOM, AAPL, IWF, VCSH, BLV |
13F-HR |
4/12/2019, 04:36 PM |