Q1 2024 |
93 |
$150M |
+$14.8M |
-$13.5M |
+$1.32M |
IVV, XLK, IJH, IJR, MSFT, AAPL |
13F-HR |
5/8/2024, 12:37 PM |
Q4 2023 |
94 |
$139M |
+$4.66M |
-$12.1M |
-$7.39M |
IVV, XLK, IJH, IJR, AAPL, MSFT |
13F-HR |
1/25/2024, 03:36 PM |
Q3 2023 |
99 |
$132M |
+$6.29M |
-$2.08M |
+$4.21M |
IVV, IJH, XLK, IJR, AAPL, MSFT |
13F-HR |
10/27/2023, 03:18 PM |
Q2 2023 |
105 |
$137M |
+$4.41M |
-$897K |
+$3.52M |
IVV, IJH, XLK, IJR, AAPL, MSFT |
13F-HR |
7/27/2023, 02:08 PM |
Q1 2023 |
105 |
$126M |
+$9.87M |
-$5.9M |
+$3.97M |
IVV, IJH, IJR, XLK, AAPL, MSFT |
13F-HR |
4/25/2023, 02:21 PM |
Q4 2022 |
106 |
$118M |
+$4.09M |
-$17.9M |
-$13.8M |
IVV, IJH, IJR, XLK, AAPL, MSFT |
13F-HR |
2/3/2023, 10:06 AM |
Q3 2022 |
104 |
$125M |
+$8.1M |
-$5.86M |
+$2.24M |
IVV, IJR, IJH, XLK, AAPL, MSFT |
13F-HR |
10/21/2022, 05:02 PM |
Q2 2022 |
103 |
$134M |
+$6.63M |
-$9.06M |
-$2.42M |
IVV, IJR, IJH, XLK, AAPL, MSFT |
13F-HR |
7/26/2022, 02:09 PM |
Q1 2022 |
110 |
$171M |
+$16.6M |
-$8.49M |
+$8.13M |
IVV, IJR, IJH, XLK, AAPL, IDV |
13F-HR |
4/22/2022, 01:36 PM |
Q4 2021 |
113 |
$176M |
+$6.5M |
-$19.6M |
-$13.1M |
IVV, IJR, IJH, AAPL, IDV, MSFT |
13F-HR |
2/9/2022, 03:06 PM |
Q3 2021 |
119 |
$178M |
+$4.91M |
-$11.8M |
-$6.87M |
IVV, IJR, IJH, IDV, XLK, AAPL |
13F-HR |
10/20/2021, 01:55 PM |
Q2 2021 |
128 |
$193M |
+$3.12M |
-$21.5M |
-$18.4M |
IVV, IJR, IJH, IDV, XLK, AAPL |
13F-HR |
7/26/2021, 05:38 PM |
Q1 2021 |
131 |
$202M |
+$18M |
-$134M |
-$116M |
IVV, IJR, IJH, IDV, XLK, AAPL |
13F-HR |
4/14/2021, 10:42 AM |
Q4 2020 |
106 |
$303M |
+$37.7M |
-$1.01M |
+$36.7M |
IVV, IJR, IDV, IJH, VMBS, LQD |
13F-HR |
2/5/2021, 04:08 PM |
Q3 2020 |
88 |
$235M |
+$35.6M |
-$1.89M |
+$33.7M |
IVV, IJR, IDV, IJH, LQD, VMBS |
13F-HR |
2/5/2021, 04:39 PM |
Q2 2020 |
79 |
$193M |
+$9.21M |
-$28M |
-$18.8M |
IVV, IJR, IDV, IJH, LQD, VMBS |
13F-HR |
2/5/2021, 04:49 PM |
Q1 2020 |
90 |
$198M |
+$8.78M |
-$6.13M |
+$2.65M |
IVV, IDV, IJR, LQD, IJH, EEMV |
13F-HR |
5/5/2020, 05:34 PM |
Q4 2019 |
105 |
$251M |
+$76.3M |
-$4.1M |
+$72.2M |
IVV, IJR, IDV, IJH, LQD, EEMV |
13F-HR |
1/31/2020, 03:09 PM |
Q3 2019 |
90 |
$167M |
+$3.69M |
-$710K |
+$2.98M |
IVV, IJR, IJH, XLK, AAPL, IUSG |
13F-HR |
10/22/2019, 09:24 AM |
Q2 2019 |
89 |
$167M |
+$3.82M |
-$10.7M |
-$6.86M |
IVV, IJR, IJH, XLK, IUSG, AAPL |
13F-HR |
7/30/2019, 10:21 AM |
Q1 2019 |
90 |
$170M |
+$6.22M |
-$3.78M |
+$2.44M |
IVV, IJR, IJH, XLK, AAPL, KR |
13F-HR |
4/22/2019, 03:07 PM |
Q4 2018 |
81 |
$146M |
+$4.94M |
-$3.5M |
+$1.44M |
IVV, IJR, IJH, XLK, KR, XLV |
13F-HR |
1/30/2019, 01:13 PM |
Q3 2018 |
86 |
$176M |
+$9.05M |
-$1.95M |
+$7.1M |
IVV, IJR, IJH, XLK, KR, XLV |
13F-HR |
10/26/2018, 03:05 PM |
Q2 2018 |
72 |
$160M |
+$2.4M |
-$4.37M |
-$1.97M |
IVV, IJR, IJH, XLK, KR, XLV |
13F-HR |
7/12/2018, 09:43 AM |
Q1 2018 |
79 |
$159M |
+$5.64M |
-$7.8M |
-$2.16M |
IVV, IJR, IJH, XLK, KR, XLF |
13F-HR |
4/30/2018, 03:15 PM |
Q4 2017 |
79 |
$169M |
+$3.36M |
-$2.85M |
+$518K |
IVV, IJR, IJH, XLK, KR, XLF |
13F-HR |
1/29/2018, 09:27 AM |
Q3 2017 |
76 |
$161M |
+$3.4M |
-$2.33M |
+$1.06M |
IVV, IJR, IJH, XLK, KR, XLV |
13F-HR |
10/17/2017, 04:21 PM |
Q2 2017 |
74 |
$157M |
+$9.17M |
-$6M |
+$3.17M |
IVV, IJR, IJH, XLK, KR, XLV |
13F-HR |
7/26/2017, 02:05 PM |
Q1 2017 |
79 |
$169M |
+$15M |
-$2.85M |
+$12.2M |
IVV, IJR, IJH, KR, IDV, EEMV |
13F-HR |
5/1/2017, 02:06 PM |
Q4 2016 |
82 |
$165M |
+$4.63M |
-$3M |
+$1.63M |
IVV, IJR, IJH, KR, IDV, EEMV |
13F-HR |
1/26/2017, 12:36 PM |
Q3 2016 |
81 |
$158M |
+$11.9M |
-$6.54M |
+$5.36M |
IVV, IJR, IJH, KR, IDV, EEMV |
13F-HR |
10/21/2016, 01:23 PM |
Q2 2016 |
68 |
$152M |
+$4.1M |
-$4.2M |
-$101K |
IVV, IJR, IJH, KR, IDV, EEMV |
13F-HR |
7/25/2016, 03:14 PM |
Q1 2016 |
67 |
$159M |
+$8.71M |
-$899K |
+$7.81M |
IVV, IJR, IJH, KR, IDV, EEMV |
13F-HR |
5/9/2016, 09:46 AM |
Q4 2015 |
60 |
$156M |
+$5.77M |
-$1.49M |
+$4.28M |
IVV, IJR, IJH, KR, IDV, EEMV |
13F-HR |
1/26/2016, 04:16 PM |
Q3 2015 |
63 |
$146M |
+$9.62M |
-$1.36M |
+$8.26M |
IVV, IJR, IJH, KR, IDV, EEMV |
13F-HR |
10/19/2015, 10:33 AM |
Q2 2015 |
67 |
$144M |
+$2.29M |
-$6.09M |
-$3.81M |
IVV, IJR, IJH, IDV, EEMV, XLK |
13F-HR |
7/23/2015, 04:17 PM |
Q1 2015 |
73 |
$180M |
+$7.76M |
-$2.71M |
+$5.04M |
IVV, IJH, IJR, KR, LQD, IDV |
13F-HR |
4/22/2015, 12:04 PM |
Q4 2014 |
82 |
$174M |
+$6.14M |
-$1.41M |
+$4.73M |
IVV, IJH, IJR, KR, LQD, IGSB |
13F-HR |
2/2/2015, 12:25 PM |
Q3 2014 |
74 |
$163M |
+$3.05M |
-$665K |
+$2.39M |
IVV, IJH, IJR, KR, LQD, IDV |
13F-HR |
11/20/2014, 12:47 PM |
Q2 2014 |
77 |
$164M |
+$6.34M |
-$5.37M |
+$964K |
IVV, IJH, IJR, IDV, KR, LQD |
13F-HR |
7/21/2014, 02:53 PM |
Q1 2014 |
82 |
$160M |
+$15.3M |
-$5.73M |
+$9.53M |
IVV, IJH, IJR, IDV, IGSB, KR |
13F-HR |
4/15/2014, 12:06 PM |
Q4 2013 |
80 |
$151M |
|
|
|
IVV, IJH, IJR, IDV, EEMV, IGSB |
13F-HR |
1/17/2014, 10:29 AM |