| Q3 2025 |
105 |
$810M |
+$138M |
-$253M |
-$115M |
RSP, TLT, IJR, AMZN, QQQ
|
13F-HR |
11/13/2025, 04:04 PM |
| Q2 2025 |
105 |
$885M |
+$121M |
-$144M |
-$23M |
RSP, TLT, IJR, GOOGL, AMZN
|
13F-HR |
8/13/2025, 04:04 PM |
| Q1 2025 |
109 |
$891M |
+$160M |
-$76.2M |
+$83.7M |
RSP, TLT, IJR, MSFT, FXI
|
13F-HR |
5/14/2025, 04:06 PM |
| Q4 2024 |
107 |
$820M |
+$209M |
-$188M |
+$21.5M |
RSP, TLT, IJR, GOOGL, MSFT
|
13F-HR |
2/13/2025, 04:23 PM |
| Q3 2024 |
107 |
$828M |
+$156M |
-$490M |
-$334M |
RSP, TLT, SPY, IJR, GOOGL
|
13F-HR |
11/13/2024, 04:06 PM |
| Q2 2024 |
113 |
$806M |
+$206M |
-$119M |
+$87.4M |
TLT, RSP, IJR, VEU, GOOGL
|
13F-HR |
8/13/2024, 04:06 PM |
| Q1 2024 |
108 |
$741M |
+$141M |
-$180M |
-$38.8M |
TLT, VEU, IJR, VEA, IWM
|
13F-HR |
5/14/2024, 04:02 PM |
| Q4 2023 |
99 |
$765M |
+$75.1M |
-$60.5M |
+$14.6M |
TLT, RSP, AMZN, VEU, IJR
|
13F-HR |
2/13/2024, 04:06 PM |
| Q3 2023 |
116 |
$680M |
+$139M |
-$137M |
+$1.71M |
TLT, AMZN, VEU, IJR, VEA
|
13F-HR |
11/13/2023, 04:07 PM |
| Q2 2023 |
97 |
$715M |
+$51.3M |
|
+$51.3M |
TLT, META, VEU, AMZN, GOOGL
|
13F-HR |
8/11/2023, 04:02 PM |
| Q1 2023 |
90 |
$676M |
+$54M |
-$6.39M |
+$47.6M |
TLT, VEU, META, AMZN, IJR
|
13F-HR |
5/12/2023, 04:06 PM |
| Q4 2022 |
102 |
$642M |
+$14M |
|
+$14M |
TLT, VEU, IJR, FXI, BA
|
13F-HR |
2/13/2023, 03:07 PM |
| Q3 2022 |
111 |
$606M |
+$31.2M |
|
+$31.2M |
TLT, VEU, AMZN, IJR, FXI
|
13F-HR |
11/10/2022, 03:02 PM |
| Q2 2022 |
116 |
$733M |
+$171M |
|
+$171M |
SPY, TLT, VEU, FXI, AMZN
|
13F-HR |
8/10/2022, 04:04 PM |
| Q1 2022 |
119 |
$868M |
+$251M |
-$103M |
+$148M |
VYM, VTV, AMZN, VEU, IJR
|
13F-HR |
5/13/2022, 04:05 PM |
| Q4 2021 |
115 |
$1.09B |
+$154M |
-$29M |
+$125M |
VYM, DVY, XLU, AMZN, VEU
|
13F-HR |
2/14/2022, 03:07 PM |
| Q3 2021 |
117 |
$1.02B |
+$240M |
-$197M |
+$42.7M |
VYM, DVY, XLU, VEU, AMZN
|
13F-HR |
11/10/2021, 04:05 PM |
| Q2 2021 |
120 |
$1.01B |
+$187M |
-$274M |
-$86.9M |
VYM, VEU, XLU, AMZN, TIP
|
13F-HR |
8/13/2021, 04:07 PM |
| Q1 2021 |
111 |
$1.05B |
+$203M |
-$300M |
-$96.6M |
VYM, VXUS, DVY, AMZN, TIP
|
13F-HR |
5/14/2021, 04:03 PM |
| Q4 2020 |
119 |
$1.06B |
+$438M |
-$10.5M |
+$428M |
VYM, VEA, VXUS, DVY, VWO
|
13F-HR |
2/12/2021, 03:12 PM |
| Q3 2020 |
113 |
$621M |
+$71.2M |
|
+$71.2M |
VEA, DVY, VWO, VNQ, VYM
|
13F-HR |
11/13/2020, 03:02 PM |
| Q2 2020 |
112 |
$608M |
+$124M |
|
+$124M |
VEA, IJR, DVY, VWO, VNQ
|
13F-HR |
8/13/2020, 04:09 PM |
| Q1 2020 |
125 |
$937M |
+$537M |
-$15.6M |
+$521M |
SPY, VEA, AMZN, VWO, GOOGL
|
13F-HR |
5/14/2020, 04:17 PM |
| Q4 2019 |
111 |
$609M |
+$171M |
-$27.6M |
+$143M |
VEA, IJR, AMZN, VWO, IJH
|
13F-HR |
2/13/2020, 03:03 PM |
| Q3 2019 |
104 |
$562M |
+$83.3M |
-$27.5M |
+$55.8M |
VEA, SPY, IJR, VWO, GOOGL
|
13F-HR |
11/13/2019, 03:10 PM |
| Q2 2019 |
93 |
$507M |
+$81.4M |
-$21M |
+$60.4M |
VEA, IJR, VWO, XOM, GOOGL
|
13F-HR |
8/13/2019, 04:15 PM |
| Q1 2019 |
106 |
$525M |
+$43.9M |
-$3.37M |
+$40.5M |
VEA, AMZN, VWO, MSFT, XOM
|
13F-HR |
5/14/2019, 04:11 PM |
| Q4 2018 |
130 |
$766M |
+$402M |
-$5.52M |
+$397M |
SPY, VEA, IJH, VWO, AMZN
|
13F-HR |
2/13/2019, 03:05 PM |
| Q3 2018 |
105 |
$503M |
+$123M |
-$34.8M |
+$88.2M |
VEA, XLU, VWO, XOM, META
|
13F-HR |
11/13/2018, 03:04 PM |
| Q2 2018 |
115 |
$509M |
+$102M |
-$49.5M |
+$52.4M |
VEA, XLU, VWO, XOM, VNQ
|
13F-HR |
8/13/2018, 04:08 PM |
| Q1 2018 |
129 |
$668M |
+$305M |
-$46.1M |
+$259M |
SPY, HEFA, IJH, VEA, XLU
|
13F-HR |
5/14/2018, 04:06 PM |
| Q4 2017 |
115 |
$518M |
+$183M |
-$80M |
+$103M |
EFA, HEFA, VWO, WFC, AAPL
|
13F-HR |
2/13/2018, 03:18 PM |
| Q3 2017 |
108 |
$525M |
+$144M |
-$75.6M |
+$68.7M |
HEFA, VEA, IJH, WFC, GEXXXX
|
13F-HR |
11/13/2017, 03:15 PM |
| Q2 2017 |
107 |
$505M |
+$205M |
-$37.3M |
+$168M |
VEA, GEXXXX, WMT, XOM, GOOGL
|
13F-HR |
8/11/2017, 04:11 PM |
| Q1 2017 |
102 |
$444M |
+$97.1M |
-$136M |
-$38.4M |
HYG, GOOGL, WMT, VGK, VNQ
|
13F-HR |
5/12/2017, 04:31 PM |
| Q4 2016 |
103 |
$595M |
+$139M |
-$26.8M |
+$113M |
SPY, VGK, HYG, GOOGL, AAPL
|
13F-HR |
2/13/2017, 03:30 PM |
| Q3 2016 |
100 |
$570M |
+$91.5M |
-$32.9M |
+$58.6M |
VGK, HYG, SPY, AAPL, CVX
|
13F-HR |
11/14/2016, 08:35 AM |
| Q2 2016 |
109 |
$599M |
+$57.8M |
-$39.1M |
+$18.7M |
HYG, VGK, AAPL, CVX, PG
|
13F-HR |
8/12/2016, 04:31 PM |
| Q1 2016 |
128 |
$716M |
+$142M |
-$5.35M |
+$137M |
HYG, LQD, VGK, AAPL, XOM
|
13F-HR |
5/13/2016, 04:34 PM |
| Q4 2015 |
122 |
$717M |
+$58.7M |
-$122M |
-$63.8M |
HYG, TIP, LQD, VGK, XLU
|
13F-HR |
2/12/2016, 03:34 PM |
| Q3 2015 |
139 |
$985M |
+$175M |
-$63.5M |
+$112M |
MUB, SPY, TIP, HYG, LQD
|
13F-HR |
11/13/2015, 03:33 PM |
| Q2 2015 |
128 |
$988M |
+$246M |
-$29.6M |
+$216M |
MUB, TIP, HYG, XLU, LQD
|
13F-HR |
8/14/2015, 04:30 PM |
| Q1 2015 |
131 |
$967M |
+$359M |
-$152M |
+$206M |
TIP, MUB, HYG, XLU, VGK
|
13F-HR |
5/15/2015, 03:00 PM |
| Q4 2014 |
130 |
$906M |
+$344M |
-$42.3M |
+$301M |
SPY, IWM, HYG, XOM, PFE
|
13F-HR |
2/13/2015, 02:05 PM |
| Q3 2014 |
129 |
$728M |
+$137M |
-$57.9M |
+$78.9M |
PG, PM, GEXXXX, PFE, XOM
|
13F-HR |
11/14/2014, 01:10 PM |
| Q2 2014 |
122 |
$848M |
+$158M |
-$70.3M |
+$87.8M |
EEM, AAPL, CSCO, VZ, GEXXXX
|
13F-HR |
8/14/2014, 03:00 PM |
| Q1 2014 |
132 |
$935M |
+$253M |
-$88.7M |
+$165M |
EEM, PM, AAPL, VZ, CSCO
|
13F-HR |
5/15/2014, 04:08 PM |
| Q4 2013 |
122 |
$940M |
|
|
|
EEM, AAPL, PM, JPM, KO
|
13F-HR |
2/14/2014, 02:00 PM |