|
Q3 2024
|
442 |
1,558,521 |
IAU, HCA, MSFT, WCM SMID Quality Value Instl
|
13F-HR
|
11/1/2024 |
000003325024000004 |
|
Q2 2024
|
432 |
1,453,849 |
IAU, MSFT, GOOGL, WCM SMID Value Instl
|
13F-HR
|
8/1/2024 |
000003325024000003 |
|
Q1 2024
|
423 |
1,441,766 |
IAU, MSFT, WCM SMID Value Instl, GOOGL
|
13F-HR
|
4/25/2024 |
000003325024000002 |
|
Q4 2023
|
396 |
1,330,095 |
IAU, GOOGL, MSFT, WCM SMID Value Instl
|
13F-HR
|
1/25/2024 |
000003325024000001 |
|
Q3 2023
|
395 |
1,209,653 |
IAU, GOOGL, WCM SMID Value Instl, MSFT
|
13F-HR
|
11/7/2023 |
000003325023000004 |
|
Q2 2023
|
405 |
1,307,545 |
IAU, INFL, GUNR, MSFT
|
13F-HR
|
8/9/2023 |
000003325023000003 |
|
Q1 2023
|
398 |
1,269,787 |
IAU, INFL, GUNR, GOOGL
|
13F-HR
|
5/8/2023 |
000003325023000002 |
|
Q4 2022
|
389 |
1,268,934 |
INFL, IAU, IXUS, GUNR
|
13F-HR
|
2/21/2023 |
000003325023000001 |
|
Q3 2022
|
382 |
1,199,765 |
INFL, IXUS, IAU, MSFT
|
13F-HR
|
11/3/2022 |
000003325022000004 |
|
Q2 2022
|
394 |
1,342,375 |
INFL, IXUS, IAU, GOOGL
|
13F-HR
|
7/18/2022 |
000003325022000003 |
|
Q1 2022
|
396 |
1,556,330 |
INFL, IXUS, IAU, GOOGL
|
13F-HR
|
5/11/2022 |
000003325022000002 |
|
Q4 2021
|
373 |
1,619,014 |
IXUS, GOOGL, INFL, IAU
|
13F-HR
|
1/31/2022 |
000003325022000001 |
|
Q3 2021
|
358 |
1,566,375 |
IAU, IXUS, GOOGL, MDT
|
13F-HR
|
10/26/2021 |
000003325021000004 |
|
Q2 2021
|
364 |
1,559,257 |
IAU, IXUS, GOOGL, MDT
|
13F-HR
|
8/3/2021 |
000003325021000003 |
|
Q1 2021
|
351 |
1,342,345 |
IXUS, GOOGL, MDT, MSFT
|
13F-HR
|
5/14/2021 |
000003325021000002 |
|
Q4 2020
|
358 |
1,347,005 |
IXUS, GOOGL, MDT, MSFT
|
13F-HR
|
2/12/2021 |
000003325021000001 |
|
Q3 2020
|
322 |
1,174,555 |
IXUS, MSFT, GOOGL, MDT
|
13F-HR
|
11/13/2020 |
000003325020000004 |
|
Q2 2020
|
314 |
1,087,379 |
IXUS, MSFT, GOOGL, MDT
|
13F-HR
|
8/18/2020 |
000003325020000003 |
|
Q1 2020
|
303 |
909,904 |
IXUS, MDT, GOOGL, MSFT
|
13F-HR
|
5/21/2020 |
000003325020000002 |
|
Q4 2019
|
283 |
1,023,700 |
IXUS, AXP, MDT, GOOGL
|
13F-HR
|
2/18/2020 |
000003325020000001 |
|
Q3 2019
|
281 |
949,132 |
IXUS, AXP, MDT, CSCO
|
13F-HR
|
11/19/2019 |
000003325019000004 |
|
Q2 2019
|
278 |
942,255 |
AXP, IXUS, CSCO, KO
|
13F-HR
|
8/16/2019 |
000003325019000003 |
|
Q1 2019
|
271 |
865,866 |
AXP, IXUS, CSCO, GOOGL
|
13F-HR
|
5/15/2019 |
000003325019000002 |
|
Q4 2018
|
260 |
755,705 |
AXP, KO, IXUS, CSCO
|
13F-HR
|
2/22/2019 |
000003325019000001 |
|
Q3 2018
|
286 |
858,236 |
AXP, KO, CSCO, GOOGL
|
13F-HR
|
11/15/2018 |
000003325018000006 |
|
Q2 2018
|
257 |
789,775 |
AXP, KO, MDT, CSCO
|
13F-HR
|
8/14/2018 |
000003325018000004 |