| Q1 2024 |
4,149 |
$268B |
+$26.9B |
-$16B |
+$10.9B |
IVV, IUSB, VOO, VEA, QUAL, MSFT |
13F-HR |
5/13/2024, 09:07 AM |
| Q4 2023 |
4,033 |
$242B |
+$14.5B |
-$12.1B |
+$2.35B |
IVV, VOO, IUSB, VEA, AGG, QUAL |
13F-HR |
2/13/2024, 04:19 PM |
| Q3 2023 |
4,223 |
$219B |
+$27.5B |
-$25.6B |
+$1.87B |
IVV, VOO, IUSB, BSV, VEA, AGG |
13F-HR |
11/13/2023, 06:23 AM |
| Q2 2023 |
3,939 |
$226B |
+$12.6B |
-$134B |
-$121B |
IVV, VOO, IUSB, BSV, AGG, QUAL |
13F-HR |
8/4/2023, 03:02 PM |
| Q1 2023 |
3,319 |
$170B |
+$20.8B |
-$13.7B |
+$7.07B |
IVV, IUSB, BSV, AGG, QUAL, GOVT |
13F-HR |
5/11/2023, 11:36 AM |
| Q4 2022 |
3,943 |
$193B |
+$15.4B |
-$9.29B |
+$6.11B |
IVV, BSV, VOO, IUSB, ESGU, VEA |
13F-HR |
2/7/2023, 08:48 AM |
| Q3 2022 |
3,881 |
$175B |
+$15.6B |
-$7.44B |
+$8.12B |
IVV, BSV, ESGU, VOO, GOVT, IUSB |
13F-HR |
11/10/2022, 03:31 PM |
| Q2 2022 |
3,895 |
$179B |
+$18.5B |
-$10.9B |
+$7.67B |
IVV, ESGU, VOO, AGG, BSV, IUSB |
13F-HR |
8/3/2022, 11:51 AM |
| Q1 2022 |
3,911 |
$199B |
+$17.7B |
-$8.84B |
+$8.9B |
IVV, ESGU, VOO, AGG, VEA, IUSB |
13F-HR |
5/4/2022, 12:14 PM |
| Q4 2021 |
3,848 |
$202B |
+$14.8B |
-$4.53B |
+$10.2B |
IVV, ESGU, VOO, AGG, VEA, GOVT |
13F-HR |
2/4/2022, 02:40 PM |
| Q3 2021 |
3,654 |
$182B |
+$13.9B |
-$5.62B |
+$8.26B |
IVV, ESGU, VOO, VEA, AGG, GOVT |
13F-HR |
10/7/2021, 10:15 AM |
| Q2 2021 |
3,621 |
$176B |
+$19.3B |
-$4.87B |
+$14.5B |
IVV, VOO, ESGU, VEA, GOVT, AGG |
13F-HR |
8/4/2021, 05:03 PM |
| Q1 2021 |
3,482 |
$154B |
+$24.5B |
-$8.06B |
+$16.5B |
IVV, VOO, ESGU, VEA, GOVT, AGG |
13F-HR |
5/4/2021, 03:39 PM |
| Q4 2020 |
3,259 |
$132B |
+$12.9B |
-$3.61B |
+$9.26B |
IVV, VOO, ESGU, VEA, AGG, GOVT |
13F-HR |
2/2/2021, 08:54 AM |
| Q3 2020 |
3,089 |
$113B |
+$9.41B |
-$3.83B |
+$5.58B |
IVV, VOO, VEA, GOVT, AGG, IEFA |
13F-HR |
10/9/2020, 03:48 PM |
| Q2 2020 |
3,053 |
$102B |
+$15.1B |
-$9.31B |
+$5.75B |
IVV, VOO, VEA, GOVT, AGG, VUG |
13F-HR |
7/8/2020, 01:36 PM |
| Q1 2020 |
2,948 |
$84.3B |
+$10.5B |
-$4.6B |
+$5.93B |
IVV, GOVT, VEA, IEFA, VOO, AGG |
13F-HR |
4/23/2020, 12:51 PM |
| Q4 2019 |
3,064 |
$94.7B |
+$9.58B |
-$11B |
-$1.38B |
IVV, VEA, VOO, GOVT, IEFA, VTV |
13F-HR |
2/11/2020, 09:33 AM |
| Q3 2019 |
3,064 |
$91.4B |
+$15.1B |
-$3.35B |
+$11.8B |
IVV, VEA, VOO, IEFA, GOVT, VTV |
13F-HR |
10/17/2019, 05:16 PM |
| Q2 2019 |
3,015 |
$79.4B |
+$7.15B |
-$2.52B |
+$4.63B |
IVV, VEA, VOO, IEFA, VTV, VUG |
13F-HR |
8/1/2019, 05:52 PM |
| Q1 2019 |
2,945 |
$72.9B |
+$7.43B |
-$5.41B |
+$2.02B |
IVV, VEA, VOO, IEFA, VTV, VUG |
13F-HR |
5/10/2019, 10:46 AM |
| Q4 2018 |
2,865 |
$64.5B |
+$26.2B |
-$12.6B |
+$13.6B |
IVV, VEA, VOO, VTV, BSV, VUG |
13F-HR |
2/12/2019, 04:44 PM |
| Q3 2018 |
1,231 |
$57.8B |
+$18.3B |
-$4.18B |
+$14.2B |
IVV, VUG, VEA, IWD, BND, IJH |
13F-HR |
11/14/2018, 04:15 PM |
| Q2 2018 |
2,798 |
$43.8B |
+$8.97B |
-$436M |
+$8.54B |
IVV, VEA, BND, VOO, BSV, VWO |
13F-HR |
8/10/2018, 03:05 PM |
| Q1 2018 |
2,757 |
$35.4B |
+$1.98B |
-$10.6B |
-$8.63B |
IVV, VEA, BND, VOO, BSV, BNDX |
13F-HR |
5/9/2018, 09:43 AM |
| Q4 2017 |
2,894 |
$44.9B |
+$3.42B |
-$1.67B |
+$1.75B |
IVV, VEA, BND, VOO, AGG, BSV |
13F-HR |
2/20/2018, 03:09 PM |
| Q3 2017 |
2,837 |
$41.8B |
+$5.91B |
-$1.41B |
+$4.5B |
IVV, VEA, BND, BSV, VOO, IVW |
13F-HR |
11/13/2017, 04:44 PM |
| Q2 2017 |
2,962 |
$36.2B |
+$5.42B |
-$1.1B |
+$4.32B |
VEA, IVV, IVW, BSV, VOO, IEFA |
13F-HR |
8/14/2017, 01:05 PM |
| Q1 2017 |
3,033 |
$31.2B |
+$4.06B |
-$1.34B |
+$2.72B |
VEA, IVV, IVW, IVE, AGG, VOO |
13F-HR |
5/9/2017, 03:50 PM |
| Q4 2016 |
3,025 |
$27.5B |
+$4.01B |
-$1.3B |
+$2.72B |
VEA, IVV, AGG, IVW, IVE, VOO |
13F-HR |
2/14/2017, 09:15 AM |
| Q3 2016 |
2,887 |
$25.8B |
+$3.84B |
-$3.4B |
+$447M |
VEA, IVV, AGG, BSV, IEFA, IVW |
13F-HR |
11/14/2016, 02:34 PM |
| Q2 2016 |
3,050 |
$25B |
+$2.8B |
-$1.26B |
+$1.54B |
VEA, AGG, NEAR, VUG, VTV, IVV |
13F-HR |
8/15/2016, 03:03 PM |
| Q1 2016 |
3,069 |
$23.2B |
+$2.86B |
-$1.73B |
+$1.13B |
VEA, NEAR, AGG, VUG, IVV, VTV |
13F-HR |
5/16/2016, 10:42 AM |
| Q4 2015 |
2,964 |
$22B |
+$3.07B |
-$1.57B |
+$1.5B |
VEA, NEAR, AGG, VUG, BSV, IVV |
13F-HR |
2/16/2016, 07:42 AM |
| Q3 2015 |
3,031 |
$20.1B |
+$2.78B |
-$1.9B |
+$877M |
VEA, NEAR, AGG, IGSB, VUG, BSV |
13F-HR |
11/13/2015, 02:14 PM |
| Q2 2015 |
2,194 |
$21B |
+$3.33B |
-$1.22B |
+$2.1B |
EFA, VEA, VUG, AGG, VTV, BSV |
13F-HR |
8/13/2015, 05:26 PM |
| Q1 2015 |
2,018 |
$19.3B |
+$9.95B |
-$550M |
+$9.4B |
IVV, VEA, AGG, VUG, EFA, VTV |
13F-HR |
5/15/2015, 01:03 PM |
| Q4 2014 |
2,398 |
$9.81B |
+$1.54B |
-$1.4B |
+$134M |
VEA, VTV, IVV, VUG, BSV, AGG |
13F-HR |
2/12/2015, 09:36 AM |
| Q3 2014 |
2,632 |
$9.93B |
+$1.49B |
-$920M |
+$573M |
EFA, IVV, VEA, BSV, BND, VUG |
13F-HR |
11/13/2014, 01:16 PM |
| Q2 2014 |
2,609 |
$9.59B |
+$1.56B |
-$1.24B |
+$327M |
EFA, IVV, VEA, BND, BSV, VUG |
13F-HR |
8/14/2014, 10:55 AM |
| Q1 2014 |
2,444 |
$9.01B |
+$1.34B |
-$1.07B |
+$268M |
EFA, IVV, BND, BSV, VEA, FLOT |
13F-HR |
5/12/2014, 11:44 AM |
| Q4 2013 |
2,356 |
$8.71B |
|
|
|
EFA, BSV, IVV, FLOT, VEA, MBB |
13F-HR |
2/12/2014, 02:45 PM |