Q2 2025 |
20 |
$3.3B |
+$147M |
-$155M |
-$8.32M |
VUG, BSV, VTV, VTI, VOO
|
13F-HR |
8/4/2025, 06:15 PM |
Q1 2025 |
21 |
$3.1B |
+$19.9M |
-$25.6M |
-$5.74M |
BSV, VUG, VTV, VTI, SCHP
|
13F-HR |
4/29/2025, 06:49 PM |
Q4 2024 |
21 |
$3.11B |
+$1.15B |
-$949M |
+$204M |
VUG, BSV, VTI, VTV, SCHP
|
13F-HR |
2/6/2025, 09:29 AM |
Q3 2024 |
23 |
$3.12B |
+$17.9M |
-$21.6M |
-$3.69M |
VTI, MGK, BSV, MGV, SCHP
|
13F-HR |
10/24/2024, 06:15 PM |
Q2 2024 |
23 |
$2.96B |
+$226M |
-$3.69B |
-$3.47B |
VTI, MGK, BSV, MGV, SCHP
|
13F-HR |
7/25/2024, 05:20 PM |
Q1 2024 |
1,199 |
$6.41B |
+$521M |
-$101M |
+$421M |
VTI, MGK, BSV, MGV, SPIP
|
13F-HR |
5/1/2024, 07:18 PM |
Q4 2023 |
1,099 |
$5.69B |
+$415M |
-$121M |
+$294M |
VTI, MGK, BSV, MGV, SPIP
|
13F-HR |
2/6/2024, 05:22 PM |
Q3 2023 |
1,071 |
$4.96B |
+$231M |
-$133M |
+$97.8M |
VTI, BSV, MGK, MGV, SPIP
|
13F-HR |
11/3/2023, 07:01 PM |
Q2 2023 |
1,015 |
$5.05B |
+$260M |
-$128M |
+$133M |
VTI, MGK, BSV, SPIP, MGV
|
13F-HR |
8/4/2023, 05:52 PM |
Q1 2023 |
988 |
$4.76B |
+$245M |
-$121M |
+$124M |
VTI, MGK, BSV, SPIP, MGV
|
13F-HR |
5/1/2023, 09:19 PM |
Q4 2022 |
930 |
$4.42B |
+$275M |
-$130M |
+$144M |
VTI, BSV, SPIP, MGK, MGV
|
13F-HR |
2/7/2023, 07:13 PM |
Q3 2022 |
864 |
$4.04B |
+$170M |
-$75.3M |
+$94.8M |
VTI, BSV, SPIP, MGK, MGV
|
13F-HR |
11/3/2022, 06:35 PM |
Q2 2022 |
849 |
$4.25B |
+$235M |
-$107M |
+$128M |
VTI, BSV, SPIP, MGK, MGV
|
13F-HR |
8/1/2022, 05:43 PM |
Q1 2022 |
894 |
$4.72B |
+$252M |
-$70.2M |
+$182M |
VTI, BSV, SPIP, MGK, MGV
|
13F-HR |
5/6/2022, 07:55 PM |
Q4 2021 |
883 |
$4.94B |
+$271M |
-$44.4M |
+$227M |
VTI, BSV, SPIP, MGK, MGV
|
13F-HR |
1/25/2022, 05:37 PM |
Q3 2021 |
855 |
$4.54B |
+$198M |
-$248M |
-$50.5M |
VTI, BSV, SPIP, MGK, MGV
|
13F-HR |
11/4/2021, 07:34 PM |
Q2 2021 |
855 |
$4.66B |
+$882M |
-$478M |
+$404M |
VTI, BSV, SPIP, MGK, MGV
|
13F-HR |
8/13/2021, 02:25 PM |
Q1 2021 |
800 |
$4.05B |
+$224M |
-$77M |
+$147M |
BND, VTI, SPIP, MGK, MGV
|
13F-HR |
5/7/2021, 07:16 PM |
Q4 2020 |
744 |
$3.77B |
+$197M |
-$88.3M |
+$109M |
BND, VTI, SPIP, MGK, MGV
|
13F-HR |
2/4/2021, 08:07 PM |
Q3 2020 |
677 |
$3.35B |
+$205M |
-$87M |
+$118M |
BND, VTI, SPIP, MGK, MGV
|
13F-HR |
11/6/2020, 08:10 PM |
Q2 2020 |
640 |
$3.11B |
+$188M |
-$76.8M |
+$111M |
BND, VTI, SPIP, MGK, MGV
|
13F-HR |
7/31/2020, 02:52 PM |
Q1 2020 |
584 |
$2.6B |
+$203M |
-$116M |
+$87.1M |
BND, SPIP, VTI, MGK, VMBS
|
Restatement |
5/5/2020, 04:08 PM |
Q4 2019 |
638 |
$3.03B |
+$286M |
-$23.9M |
+$262M |
BND, SPIP, VTI, MGK, MGV
|
13F-HR |
2/7/2020, 04:07 PM |
Q3 2019 |
569 |
$2.69B |
+$268M |
-$37M |
+$231M |
BND, SPIP, VTI, MGK, MGV
|
13F-HR |
11/6/2019, 03:28 PM |
Q2 2019 |
548 |
$2.57B |
+$179M |
-$48.9M |
+$130M |
BND, SPIP, VTI, MGK, MGV
|
13F-HR |
8/6/2019, 05:00 PM |
Q1 2019 |
510 |
$2.41B |
+$181M |
-$123M |
+$57.7M |
BND, SPIP, VTI, MGK, MGV
|
13F-HR |
5/15/2019, 02:04 PM |
Q4 2018 |
473 |
$2.18B |
+$195M |
-$669M |
-$474M |
BND, SPIP, VTI, MGK, MGV
|
13F-HR |
2/8/2019, 04:18 PM |
Q3 2018 |
477 |
$2.95B |
+$227M |
-$29.7M |
+$197M |
EEM, BND, SPIP, VTI, MGK
|
13F-HR |
11/6/2018, 03:17 PM |
Q2 2018 |
486 |
$2.73B |
+$173M |
-$36.2M |
+$136M |
EEM, BND, SPIP, VTI, MGK
|
13F-HR |
8/8/2018, 04:02 PM |
Q1 2018 |
476 |
$2.71B |
+$126M |
-$596M |
-$470M |
EEM, BND, SPIP, VTI, MGK
|
13F-HR |
5/9/2018, 11:09 AM |
Q4 2017 |
636 |
$3.29B |
+$830M |
-$9.11M |
+$821M |
EEM, BND, SPIP, VTI, VEA
|
13F-HR |
2/13/2018, 07:24 AM |
Q3 2017 |
402 |
$2.18B |
+$165M |
-$8.8M |
+$156M |
EEM, BND, VTI, VMBS, MGV
|
13F-HR |
10/31/2017, 02:21 PM |
Q2 2017 |
360 |
$2.13B |
+$177M |
-$33M |
+$144M |
EEM, SPIP, BND, VTI, VMBS
|
13F-HR |
8/7/2017, 11:41 AM |
Q1 2017 |
337 |
$1.94B |
+$134M |
-$93.7M |
+$39.9M |
EEM, SPIP, BND, VTI, VMBS
|
13F-HR |
5/4/2017, 07:41 PM |
Q4 2016 |
299 |
$1.82B |
+$112M |
-$14.7M |
+$97.5M |
EEM, SPIP, BND, VTI, VMBS
|
13F-HR |
2/2/2017, 09:07 AM |
Q3 2016 |
291 |
$1.77B |
+$76.6M |
-$57.4M |
+$19.2M |
EEM, SPIP, BND, VTI, VMBS
|
13F-HR |
11/10/2016, 02:18 PM |
Q2 2016 |
270 |
$1.69B |
+$260M |
-$6.6M |
+$253M |
EEM, SPIP, BND, VTI, VMBS
|
Restatement |
11/4/2016, 03:36 PM |
Q1 2016 |
244 |
$1.42B |
+$119M |
-$26.1M |
+$92.8M |
EEM, SPIP, BND, VTI, VMBS
|
Restatement |
11/4/2016, 03:28 PM |
Q4 2015 |
195 |
$1.27B |
+$62.6M |
-$68.7M |
-$6.17M |
EEM, SPIP, BND, VTI, VMBS
|
Restatement |
11/4/2016, 03:20 PM |
Q3 2015 |
180 |
$1.29B |
+$85.8M |
-$18.3M |
+$67.5M |
EEM, SPIP, BND, VMBS, VTI
|
13F-HR |
11/13/2015, 04:18 PM |
Q2 2015 |
176 |
$1.33B |
+$142M |
-$5.92M |
+$136M |
EEM, SPIP, BND, VTI, VMBS
|
13F-HR |
8/11/2015, 09:36 PM |
Q1 2015 |
168 |
$1.21B |
+$79.7M |
-$10.1M |
+$69.6M |
EEM, SPIP, BND, VTI, VMBS
|
13F-HR |
5/6/2015, 07:16 AM |
Q4 2014 |
157 |
$1.15B |
+$113M |
-$3.82M |
+$109M |
EEM, SPIP, BND, VTI, VMBS
|
13F-HR |
2/17/2015, 03:02 PM |
Q3 2014 |
143 |
$1.05B |
+$109M |
-$7.69M |
+$101M |
EEM, SPIP, BND, VTI, VMBS
|
13F-HR |
11/10/2014, 04:07 PM |
Q2 2014 |
137 |
$967M |
+$221M |
-$2.33M |
+$219M |
SPIP, EEM, BND, VTI, VMBS
|
13F-HR |
8/11/2014, 04:56 PM |
Q1 2014 |
111 |
$726M |
+$57.2M |
-$5.58M |
+$51.7M |
SPIP, BND, VTI, IEMG, VMBS
|
13F-HR |
5/13/2014, 04:05 PM |
Q4 2013 |
95 |
$665M |
|
|
|
SPIP, BND, VTI, IEMG, VMBS
|
13F-HR |
2/13/2014, 10:44 AM |