Q1 2024 |
401 |
$1.59B |
+$81.4M |
-$27.9M |
+$53.5M |
IVV, IEFA, MSFT, ITOT, MRK, IWS |
13F-HR |
5/8/2024, 01:55 PM |
Q4 2023 |
704 |
$2.01B |
+$79.2M |
-$53.2M |
+$26M |
IVV, VTIP, IEFA, MSFT, ITOT, IWS |
13F-HR |
2/9/2024, 08:53 PM |
Q3 2023 |
586 |
$1.83B |
+$106M |
-$103M |
+$3.07M |
IVV, VTIP, IEFA, MSFT, ITOT, MRK |
13F-HR |
11/8/2023, 06:47 PM |
Q2 2023 |
560 |
$1.89B |
+$26.9M |
-$19.7M |
+$7.25M |
IVV, VTIP, IEFA, MSFT, ITOT, AAPL |
13F-HR |
8/9/2023, 04:32 PM |
Q1 2023 |
571 |
$1.8B |
+$61.2M |
-$51.6M |
+$9.61M |
IVV, VTIP, IEFA, MSFT, ITOT, MRK |
13F-HR |
5/4/2023, 05:04 PM |
Q4 2022 |
560 |
$1.73B |
+$274M |
-$19.8M |
+$254M |
IVV, VTIP, IEFA, ITOT, MRK, IWS |
13F-HR |
2/6/2023, 05:35 PM |
Q3 2022 |
494 |
$1.38B |
+$88.4M |
-$21M |
+$67.4M |
IVV, IEFA, ITOT, IWS, SPY, IEMG |
13F-HR |
11/10/2022, 02:53 PM |
Q2 2022 |
538 |
$1.44B |
+$153M |
-$253M |
-$99.4M |
IVV, IEFA, ITOT, IWS, IEMG, AAPL |
13F-HR |
8/4/2022, 02:52 PM |
Q1 2022 |
513 |
$1.81B |
+$235M |
-$197M |
+$37.7M |
IVV, IEFA, ITOT, IEMG, SPY, AAPL |
13F-HR |
5/10/2022, 06:20 PM |
Q4 2021 |
527 |
$1.82B |
+$62M |
-$16.2M |
+$45.8M |
IVV, IWM, ITOT, IEFA, AAPL, MSFT |
RESTATEMENT |
3/25/2022, 09:37 PM |
Q3 2021 |
527 |
$1.63B |
+$31.4M |
-$7.83M |
+$23.6M |
IVV, IWM, ITOT, IEFA, AAPL, MSFT |
13F-HR |
11/2/2021, 04:38 PM |
Q2 2021 |
559 |
$1.62B |
+$79.7M |
-$227M |
-$147M |
IVV, IWM, ITOT, IEFA, AAPL, MSFT |
RESTATEMENT |
8/9/2021, 03:56 PM |
Q1 2021 |
562 |
$1.66B |
+$69.3M |
-$109M |
-$39.4M |
IVV, IWM, ITOT, IEFA, AAPL, MSFT |
13F-HR |
4/26/2021, 08:59 PM |
Q4 2020 |
519 |
$1.6B |
+$740M |
-$8.56M |
+$732M |
IVV, IWM, ITOT, AAPL, IEFA, ICSH |
13F-HR |
1/29/2021, 04:58 PM |
Q3 2020 |
467 |
$775M |
+$43.2M |
-$22M |
+$21.2M |
IVV, IWM, ICSH, IEFA, ITOT, AAPL |
13F-HR |
11/3/2020, 08:55 AM |
Q2 2020 |
435 |
$715M |
+$137M |
-$70.3M |
+$67M |
IVV, IWM, ICSH, IEFA, ITOT, AAPL |
RESTATEMENT |
7/17/2020, 01:57 PM |
Q1 2020 |
440 |
$558M |
+$82.5M |
-$49.7M |
+$32.8M |
IVV, RSP, IWM, IEFA, ITOT, IEMG |
13F-HR |
5/5/2020, 02:45 PM |
Q4 2019 |
710 |
$757M |
+$40.9M |
-$4.72M |
+$36.2M |
IVV, RSP, IWM, IEFA, SCHP, ITB |
13F-HR |
2/4/2020, 03:16 PM |
Q3 2019 |
419 |
$678M |
+$36.9M |
-$14.8M |
+$22M |
IVV, RSP, IWM, IEFA, SCHP, ITB |
13F-HR |
10/30/2019, 01:13 PM |
Q2 2019 |
445 |
$652M |
+$35.8M |
-$7.9M |
+$27.9M |
IVV, RSP, IWM, IEFA, SCHP, MKL |
13F-HR |
8/5/2019, 03:11 PM |
Q1 2019 |
448 |
$609M |
+$77.1M |
-$36.6M |
+$40.5M |
IVV, RSP, IWM, IEFA, SCHP, MKL |
13F-HR |
5/6/2019, 03:14 PM |
Q4 2018 |
365 |
$512M |
+$113M |
-$37.7M |
+$75.6M |
IVV, RSP, IWM, IEFA, MKL, SCHP |
13F-HR |
1/25/2019, 07:57 PM |
Q3 2018 |
357 |
$511M |
+$233M |
-$4.21M |
+$229M |
IVV, IWM, RSP, HEDJ, MKL, IWS |
13F-HR |
11/14/2018, 12:56 PM |
Q2 2018 |
115 |
$267M |
+$28.5M |
-$3.67M |
+$24.9M |
IVV, HEDJ, MKL, IWS, KRE, NEAR |
13F-HR |
7/19/2018, 10:42 AM |
Q1 2018 |
113 |
$241M |
+$19.8M |
-$2.52M |
+$17.3M |
IVV, MKL, HEDJ, IWS, NEAR, PM |
13F-HR |
5/10/2018, 05:17 PM |
Q4 2017 |
113 |
$234M |
+$28.8M |
-$2.02M |
+$26.8M |
IVV, MKL, HEDJ, IWS, PM, DXJ |
13F-HR |
2/2/2018, 03:22 PM |
Q3 2017 |
103 |
$199M |
+$5.82M |
-$3.26M |
+$2.56M |
IVV, HEDJ, IWS, PM, MKL, DXJ |
13F-HR |
11/7/2017, 07:50 AM |
Q2 2017 |
99 |
$193M |
+$7.19M |
-$510K |
+$6.68M |
IVV, HEDJ, IWS, PM, MO, MKL |
13F-HR |
7/27/2017, 04:29 PM |
Q1 2017 |
94 |
$185M |
+$30.1M |
-$5.62M |
+$24.5M |
IVV, HEDJ, IWS, PM, MO, MKL |
13F-HR |
5/9/2017, 08:31 PM |
Q4 2016 |
83 |
$153M |
+$8.71M |
-$1.95M |
+$6.77M |
IVV, HEDJ, IWS, PM, MO, MKL |
13F-HR |
1/27/2017, 12:20 PM |
Q3 2016 |
84 |
$144M |
+$4.38M |
-$5.99M |
-$1.61M |
IVV, HEDJ, IWS, PM, EEMV, MKL |
13F-HR |
10/28/2016, 01:50 PM |
Q2 2016 |
94 |
$148M |
+$17.7M |
-$514K |
+$17.2M |
IVV, HEDJ, IWS, PM, EEMV, MKL |
13F-HR |
8/4/2016, 03:58 PM |
Q1 2016 |
83 |
$128M |
+$8.18M |
-$291K |
+$7.89M |
IVV, HEDJ, IWS, PM, EEMV, MKL |
13F-HR |
5/2/2016, 11:01 AM |
Q4 2015 |
78 |
$119M |
+$7.13M |
-$9.2M |
-$2.07M |
IVV, HEDJ, IWS, PM, EEMV, MO |
13F-HR |
2/2/2016, 02:03 PM |
Q3 2015 |
73 |
$116M |
+$18M |
-$139K |
+$17.9M |
IVV, HEDJ, IWS, MKL, EEMV, PM |
13F-HR |
10/22/2015, 03:39 PM |
Q2 2015 |
85 |
$120M |
+$7.5M |
-$98.9K |
+$7.4M |
IVV, HEDJ, IWS, PM, DXJ, MO |
13F-HR |
8/6/2015, 01:33 PM |
Q1 2015 |
90 |
$121M |
+$10.6M |
-$1.03M |
+$9.57M |
IVV, HEDJ, IWS, PM, DXJ, MO |
13F-HR |
5/6/2015, 06:24 AM |
Q4 2014 |
93 |
$112M |
+$30.2M |
-$14.4M |
+$15.9M |
IVV, HEDJ, IWS, PM, MO, DXJ |
13F-HR |
2/10/2015, 03:30 PM |
Q3 2014 |
70 |
$96.2M |
+$5.73M |
-$607K |
+$5.12M |
IVV, VEA, IWS, PM, SCHP, MO |
RESTATEMENT |
11/13/2014, 07:39 AM |
Q2 2014 |
68 |
$93.3M |
+$3.08M |
-$184K |
+$2.9M |
IVV, VEA, IWS, PM, SCHP, MO |
13F-HR |
8/6/2014, 09:13 AM |
Q1 2014 |
66 |
$86.4M |
+$10.7M |
-$2.61M |
+$8.09M |
IVV, VEA, IWS, PM, SCHP, MO |
13F-HR |
5/5/2014, 01:35 PM |
Q4 2013 |
64 |
$79.4M |
|
|
|
IVV, VEA, IWS, PM, STLY, MO |
13F-HR |
2/7/2014, 08:01 AM |