|
Q1 2025
|
111 |
507,037 |
SCHX, IVV, COST, MSFT
|
13F-HR
|
4/28/2025 |
000131782925000002 |
|
Q4 2024
|
133 |
603,060 |
SCHX, COST, MSFT, IVV
|
13F-HR
|
1/22/2025 |
000131782925000001 |
|
Q3 2024
|
130 |
608,000 |
SCHX, MSFT, COST, IVV
|
13F-HR
|
10/16/2024 |
000131782924000007 |
|
Q2 2024
|
123 |
570,175 |
SCHX, MSFT, COST, XLK
|
13F-HR
|
7/11/2024 |
000131782924000003 |
|
Q1 2024
|
129 |
552,410 |
SCHX, MSFT, COST, XLK
|
13F-HR
|
4/18/2024 |
000131782924000002 |
|
Q4 2023
|
129 |
497,711 |
SCHX, MSFT, COST, XLK
|
13F-HR
|
1/30/2024 |
000131782924000001 |
|
Q3 2023
|
120 |
439,889 |
SCHX, MSFT, COST, XLK
|
13F-HR
|
10/25/2023 |
000131782923000004 |
|
Q2 2023
|
123 |
463,180 |
SCHX, MSFT, COST, XLK
|
13F-HR
|
7/25/2023 |
000131782923000003 |
|
Q1 2023
|
123 |
436,387 |
SCHX, MSFT, IGSB, COST
|
13F-HR
|
4/26/2023 |
000131782923000002 |
|
Q4 2022
|
120 |
429,891 |
SCHX, IGSB, DHR, MSFT
|
13F-HR
|
1/19/2023 |
000131782923000001 |
|
Q3 2022
|
119 |
415,304 |
IGSB, SCHX, COST, MSFT
|
13F-HR
|
10/11/2022 |
000131782922000004 |
|
Q2 2022
|
119 |
456,178 |
IGSB, SCHX, MSFT, COST
|
13F-HR
|
7/19/2022 |
000131782922000003 |
|
Q1 2022
|
123 |
528,298 |
IGSB, SCHX, MSFT, COST
|
13F-HR
|
5/2/2022 |
000131782922000002 |
|
Q4 2021
|
131 |
584,135 |
IGSB, SCHX, MSFT, COST
|
13F-HR
|
1/27/2022 |
000131782922000001 |
|
Q3 2021
|
118 |
521,621 |
IGSB, SCHX, MSFT, DHR
|
13F-HR
|
10/13/2021 |
000131782921000004 |
|
Q2 2021
|
123 |
509,913 |
IGSB, SCHX, MSFT, XLK
|
13F-HR
|
7/28/2021 |
000131782921000003 |
|
Q1 2021
|
123 |
466,085 |
IGSB, SCHX, XLK, MSFT
|
13F-HR
|
4/14/2021 |
000131782921000002 |
|
Q4 2020
|
121 |
429,791 |
IGSB, SCHX, XLK, MSFT
|
13F-HR
|
1/20/2021 |
000131782921000001 |
|
Q3 2020
|
116 |
379,249 |
IGSB, SCHX, MSFT, XLK
|
13F-HR
|
10/26/2020 |
000131782920000005 |
|
Q2 2020
|
115 |
355,231 |
IGSB, SCHX, MSFT, XLK
|
13F-HR
|
7/27/2020 |
000131782920000004 |
|
Q1 2020
|
105 |
300,471 |
IGSB, SCHX, FIS, MSFT
|
13F-HR
|
4/8/2020 |
000131782920000003 |
|
Q4 2019
|
113 |
353,697 |
IGSB, SCHX, FIS, IJR
|
13F-HR
|
1/30/2020 |
000131782920000002 |
|
Q3 2019
|
113 |
326,674 |
SCHX, IGSB, FIS, IJR
|
13F-HR
|
10/10/2019 |
000131782919000004 |
|
Q2 2019
|
116 |
319,859 |
SCHX, IGSB, IJR, XLK
|
13F-HR
|
7/31/2019 |
000131782919000003 |
|
Q1 2019
|
364 |
310,555 |
SCHX, IJR, IGSB, XLK
|
13F-HR
|
4/29/2019 |
000131782919000002 |
|
Q4 2018
|
114 |
248,752 |
SCHX, IJR, XLK, PGX
|
13F-HR
|
2/7/2019 |
000131782919000001 |
|
Q3 2018
|
115 |
289,745 |
SCHX, IJR, XLK, COST
|
13F-HR
|
10/25/2018 |
000131782918000004 |
|
Q2 2018
|
117 |
266,320 |
SCHX, IJR, XLK, PGX
|
13F-HR
|
7/30/2018 |
000131782918000003 |
|
Q1 2018
|
118 |
261,291 |
SCHX, IJR, XLK, PGX
|
13F-HR
|
4/26/2018 |
000131782918000002 |
|
Q4 2017
|
119 |
261,322 |
SCHX, IJR, XLK, PGX
|
13F-HR
|
1/25/2018 |
000131782918000001 |
|
Q3 2017
|
123 |
257,213 |
SCHX, IJR, XLK, PGX
|
13F-HR
|
10/30/2017 |
000131782917000004 |
|
Q2 2017
|
134 |
253,203 |
SCHX, IJR, PGX, XLK
|
13F-HR
|
7/13/2017 |
000131782917000003 |
|
Q1 2017
|
109 |
227,433 |
SCHX, IJR, PGX, XLK
|
13F-HR
|
5/3/2017 |
000131782917000002 |
|
Q4 2016
|
172 |
261,911 |
SCHX, LAUDUS INT'L MRKTMASTERS INST, JANUS ENTERPRISE FD, PGX
|
13F-HR
|
2/8/2017 |
000131782917000001 |
|
Q3 2016
|
156 |
238,002 |
SCHX, LAUDUS INT'L MRKTMASTERS INST, JANUS ENTERPRISE FD, PGX
|
13F-HR
|
11/3/2016 |
000131782916000008 |
|
Q2 2016
|
161 |
226,930 |
LAUDUS INT'L MRKTMASTERS INST, SCHX, PGX, JANUS ENTERPRISE FD
|
13F-HR
|
8/4/2016 |
000131782916000007 |
|
Q1 2016
|
171 |
227,607 |
LAUDUS INT'L MRKTMASTERS INST, SCHX, PGX, JANUS ENTERPRISE FD
|
13F-HR
|
4/28/2016 |
000131782916000006 |
|
Q4 2015
|
140 |
186,936 |
LAUDUS INT'L MRKTMASTERS INST, SCHX, PGX, JANUS ENTERPRISE FD
|
13F-HR
|
2/8/2016 |
000131782916000005 |
|
Q3 2015
|
82 |
152,758 |
LAUDUS INT'L MRKTMASTERS INST, BARON GROWTH FD, SCHX, PGX
|
13F-HR
|
10/27/2015 |
000131782915000004 |
|
Q2 2015
|
97 |
179,905 |
LAUDUS INT'L MRKTMASTERS INST, BARON GROWTH FD, SCHX, JP MORGAN HIGH YLD BD
|
13F-HR
|
8/6/2015 |
000131782915000003 |
|
Q1 2015
|
90 |
180,030 |
LAUDUS INT'L MRKTMASTERS INST, BARON GROWTH FD, SCHX, JP MORGAN HIGH YLD BD
|
13F-HR
|
4/30/2015 |
000131782915000002 |
|
Q4 2014
|
78 |
173,978 |
LAUDUS INT'L MRKTMASTERS INST, BARON GROWTH FD, SCHX, JP MORGAN HIGH YLD BD
|
13F-HR
|
2/10/2015 |
000131782915000001 |
|
Q3 2014
|
75 |
176,224 |
LAUDUS INT'L MRKTMASTERS INST, BARON GROWTH FD, SCHX, JP MORGAN HIGH YLD BD
|
13F-HR
|
10/30/2014 |
000131782914000005 |
|
Q2 2014
|
82 |
180,682 |
LAUDUS INT'L MRKTMASTERS INST, BARON GROWTH FD, SCHX, JP MORGAN HIGH YLD BD
|
13F-HR
|
8/12/2014 |
000131782914000004 |
|
Q1 2014
|
75 |
167,287 |
LAUDUS INT'L MRKTMASTERS INST, BARON GROWTH FD, JP MORGAN HIGH YLD BD, SCHX
|
13F-HR
|
5/13/2014 |
000131782914000003 |
|
Q4 2013
|
76 |
162,344 |
BARON GROWTH FD, LAUDUS INT'L MRKTMASTERS INST, JP MORGAN HIGH YLD BD, SCHX
|
13F-HR
|
2/11/2014 |
000131782914000001 |