Q2 2024 |
560 |
$1.26B |
+$72.6M |
-$81.5M |
-$8.86M |
VUG, AAPL, MSFT, EEM, NVDA
|
13F-HR |
7/26/2024, 05:03 PM |
Q1 2024 |
576 |
$1.28B |
+$73.3M |
-$77.6M |
-$4.35M |
VUG, MSFT, AAPL, BWX, IGOV
|
13F-HR |
4/25/2024, 12:08 PM |
Q4 2023 |
549 |
$1.23B |
+$135M |
-$83M |
+$52M |
VUG, AAPL, MSFT, BWX, IGOV
|
13F-HR |
2/7/2024, 05:27 PM |
Q3 2023 |
588 |
$1.08B |
+$93.7M |
-$83M |
+$10.6M |
VUG, BWX, AAPL, MSFT, VGLT
|
13F-HR |
11/9/2023, 06:49 PM |
Q2 2023 |
573 |
$1.12B |
+$107M |
-$50.2M |
+$56.8M |
BWX, VUG, AAPL, MSFT, ZIP
|
13F-HR |
8/9/2023, 06:37 PM |
Q1 2023 |
561 |
$1.03B |
+$80.3M |
-$49.7M |
+$30.6M |
BWX, AAPL, ZIP, MSFT, IGOV
|
13F-HR |
5/5/2023, 05:57 PM |
Q4 2022 |
543 |
$962M |
+$121M |
-$121M |
-$633K |
BWX, ZIP, IGOV, AAPL, MSFT
|
13F-HR |
2/10/2023, 03:41 PM |
Q3 2022 |
549 |
$1.07B |
+$216M |
-$143M |
+$72.5M |
SPY, BWX, ZIP, AAPL, IGOV
|
13F-HR |
11/9/2022, 03:54 PM |
Q2 2022 |
553 |
$1.11B |
+$224M |
-$135M |
+$89.8M |
SPY, IGOV, AAPL, BWX, ZIP
|
13F-HR |
8/11/2022, 04:48 PM |
Q1 2022 |
551 |
$1.18B |
+$159M |
-$51.4M |
+$108M |
SPY, IGOV, ZIP, AAPL, BWX
|
13F-HR |
5/6/2022, 07:48 PM |
Q4 2021 |
542 |
$1.14B |
+$122M |
-$29.7M |
+$92M |
SPY, IGOV, AAPL, EFA, MSFT
|
13F-HR |
2/8/2022, 04:52 PM |
Q3 2021 |
519 |
$808M |
+$64.2M |
-$52.9M |
+$11.3M |
IGOV, BWX, AAPL, MSFT, VUG
|
13F-HR |
11/8/2021, 08:45 PM |
Q2 2021 |
528 |
$809M |
+$69.4M |
-$36.9M |
+$32.5M |
IGOV, BWX, AAPL, MSFT, GLD
|
13F-HR |
8/5/2021, 06:37 PM |
Q1 2021 |
511 |
$736M |
+$68.1M |
-$36.7M |
+$31.5M |
IGOV, BWX, AAPL, MSFT, GLD
|
13F-HR |
5/7/2021, 07:03 PM |
Q4 2020 |
490 |
$970M |
+$105M |
-$127M |
-$21.8M |
SPY, IGOV, BWX, EFA, AAPL
|
13F-HR |
2/12/2021, 04:06 PM |
Q3 2020 |
453 |
$896M |
+$65.8M |
-$20.5M |
+$45.3M |
SPY, IGOV, EFA, BWX, AAPL
|
13F-HR |
11/9/2020, 07:43 PM |
Q2 2020 |
457 |
$831M |
+$53.3M |
-$201M |
-$147M |
SPY, IGOV, EFA, BWX, AAPL
|
13F-HR |
8/12/2020, 04:49 PM |
Q1 2020 |
394 |
$1.04B |
+$481M |
-$28.7M |
+$452M |
SPY, GILD, IGOV, BWX, EFA
|
13F-HR |
5/7/2020, 03:49 PM |
Q4 2019 |
451 |
$740M |
+$34.3M |
-$22.4M |
+$11.9M |
SPY, EFA, BWX, IGOV, AAPL
|
13F-HR |
2/6/2020, 05:58 PM |
Q3 2019 |
430 |
$768M |
+$28.9M |
-$38.8M |
-$9.9M |
SPY, AMZN, EFA, BWX, IGOV
|
13F-HR |
11/6/2019, 03:40 PM |
Q2 2019 |
427 |
$787M |
+$45.8M |
-$132M |
-$86.4M |
SPY, AMZN, EFA, BWX, IGOV
|
13F-HR |
8/6/2019, 09:31 AM |
Q1 2019 |
424 |
$855M |
+$84.1M |
-$84.6M |
-$542K |
AMZN, SPY, EFA, BWX, IGOV
|
13F-HR |
5/8/2019, 08:46 PM |
Q4 2018 |
374 |
$774M |
+$99.3M |
-$51.5M |
+$47.8M |
SPY, AMZN, EFA, BWX, IGOV
|
13F-HR |
2/6/2019, 08:57 PM |
Q3 2018 |
450 |
$868M |
+$49.1M |
-$23.5M |
+$25.6M |
SPY, AMZN, EFA, BWX, IGOV
|
13F-HR |
10/29/2018, 05:10 PM |
Q2 2018 |
405 |
$795M |
+$47.1M |
-$7.74M |
+$39.4M |
SPY, AMZN, EFA, BWX, IGOV
|
13F-HR |
8/6/2018, 04:52 PM |
Q1 2018 |
398 |
$759M |
+$131M |
-$63.9M |
+$66.7M |
SPY, AMZN, EFA, BWX, IGOV
|
13F-HR |
5/1/2018, 08:31 AM |
Q4 2017 |
414 |
$745M |
+$64.9M |
-$256M |
-$191M |
SPY, EFA, BWX, IGOV, MBB
|
13F-HR |
2/2/2018, 04:07 PM |
Q3 2017 |
384 |
$982M |
+$140M |
-$94.6M |
+$45.4M |
SPY, SPY, EFA, AMZN, IWM
|
13F-HR |
11/2/2017, 07:47 AM |
Q2 2017 |
375 |
$916M |
+$102M |
-$53.2M |
+$48.6M |
SPY, SPY, AMZN, EFA, EFA
|
13F-HR |
8/3/2017, 09:06 AM |
Q1 2017 |
402 |
$869M |
+$122M |
-$28.9M |
+$93.2M |
SPY, SPY, EFA, EFA, BWX
|
13F-HR |
5/3/2017, 11:40 AM |
Q4 2016 |
386 |
$741M |
+$30.1M |
-$154M |
-$123M |
SPY, SPY, EFA, BWX, IGOV
|
13F-HR |
1/25/2017, 10:46 AM |
Q3 2016 |
389 |
$885M |
+$78.9M |
-$17.3M |
+$61.6M |
SPY, SPY, EFA, EFA, BWX
|
13F-HR |
11/10/2016, 02:12 PM |
Q2 2016 |
1,543 |
$876M |
+$460M |
-$20.4M |
+$439M |
SPY, SPY, EFA, EFA, BWX
|
13F-HR |
7/21/2016, 12:52 PM |
Q1 2016 |
1,561 |
$450M |
+$121M |
-$20.6M |
+$101M |
EFA, BWX, IGOV, JNKXXXX, MBB
|
13F-HR |
5/2/2016, 01:27 PM |
Q4 2015 |
362 |
$396M |
+$74.1M |
-$40.6M |
+$33.5M |
EFA, EFA, BWX, IGOV, JNKXXXX
|
13F-HR |
2/2/2016, 07:49 PM |
Q3 2015 |
344 |
$368M |
+$47.7M |
-$17.8M |
+$29.9M |
EFA, BWX, IGOV, MBB, JNKXXXX
|
13F-HR |
10/23/2015, 02:57 PM |
Q2 2015 |
369 |
$379M |
+$65.2M |
-$16.3M |
+$48.9M |
EFA, BWX, JNKXXXX, MBB, IGOV
|
13F-HR |
8/4/2015, 04:42 PM |
Q1 2015 |
357 |
$338M |
+$47M |
-$26.7M |
+$20.2M |
EFA, BWX, MBB, IGOV, AAPL
|
13F-HR |
5/7/2015, 11:26 AM |
Q4 2014 |
325 |
$266M |
+$41.2M |
-$13.7M |
+$27.5M |
BWX, MBB, IGOV, IBND, AAPL
|
13F-HR |
1/26/2015, 06:39 AM |
Q3 2014 |
280 |
$243M |
+$35M |
-$2.7M |
+$32.3M |
BWX, MBB, IGOV, EEM, IBND
|
13F-HR |
10/23/2014, 02:07 PM |
Q2 2014 |
253 |
$219M |
+$56.8M |
-$1.16M |
+$55.6M |
BWX, MBB, IGOV, EEM, IBND
|
13F-HR |
8/5/2014, 08:59 PM |
Q1 2014 |
194 |
$163M |
+$36.1M |
-$1.03M |
+$35.1M |
BWX, MBB, IGOV, IBND, SCZ
|
13F-HR |
5/6/2014, 07:55 AM |
Q4 2013 |
153 |
$128M |
|
|
|
BWX, MBB, IGOV, IBND, EFG
|
13F-HR |
1/27/2014, 08:20 PM |