Q4 2024 |
270 |
$1.34B |
+$234M |
-$279M |
-$45.1M |
IVV, BAPRA, WFCPRL, BACPRL, APOPRA
|
13F-HR |
2/10/2025, 04:07 PM |
Q3 2024 |
269 |
$1.36B |
+$207M |
-$220M |
-$12.7M |
IVV, WFCPRL, APOPRA, BACPRL, VXUS
|
13F-HR |
11/8/2024, 03:49 PM |
Q2 2024 |
255 |
$1.3B |
+$244M |
-$276M |
-$32.1M |
IVV, WFCPRL, APOPRA, BACPRL, VXUS
|
13F-HR |
7/26/2024, 12:32 PM |
Q1 2024 |
252 |
$1.32B |
+$205M |
-$262M |
-$57.3M |
IVV, WFCPRL, BACPRL, APOPRA, VXUS
|
13F-HR |
5/14/2024, 04:03 PM |
Q4 2023 |
253 |
$1.32B |
+$274M |
-$263M |
+$11M |
IVV, WFCPRL, VXUS, APOPRA, LQD
|
13F-HR |
2/8/2024, 05:14 PM |
Q3 2023 |
276 |
$1.21B |
+$180M |
-$339M |
-$159M |
IVV, WFCPRL, IEF, VXUS, APOPRA
|
13F-HR |
11/3/2023, 04:45 PM |
Q2 2023 |
248 |
$1.43B |
+$263M |
-$174M |
+$88.7M |
IVV, WFCPRL, IEF, VXUS, NEEPRR
|
13F-HR |
8/9/2023, 12:33 PM |
Q1 2023 |
256 |
$1.42B |
+$235M |
-$157M |
+$77.8M |
IVV, WFCPRL, NEEPRR, VXUS, IEF
|
13F-HR |
5/15/2023, 12:08 PM |
Q4 2022 |
304 |
$1.58B |
+$224M |
-$107M |
+$116M |
IVV, WFCPRL, NEEPRP, VXUS, IEF
|
13F-HR |
2/13/2023, 04:18 PM |
Q3 2022 |
284 |
$1.49B |
+$241M |
-$164M |
+$77.3M |
IVV, NEEPRP, WFCPRL, IEF, VXUS
|
13F-HR |
11/4/2022, 12:48 PM |
Q2 2022 |
295 |
$1.59B |
+$319M |
-$174M |
+$145M |
IVV, AVGOP, NEEPRP, IEF, VXUS
|
13F-HR |
8/11/2022, 04:01 PM |
Q1 2022 |
316 |
$1.83B |
+$403M |
-$98.4M |
+$305M |
IVV, AVGOP, DHRPRB, NEEPRP, AGG
|
13F-HR |
5/10/2022, 10:57 AM |
Q4 2021 |
320 |
$1.71B |
+$395M |
-$217M |
+$178M |
IVV, AVGOP, DHRPRB, KKRPRC, AGG
|
13F-HR |
2/11/2022, 07:43 AM |
Q3 2021 |
311 |
$1.66B |
+$315M |
-$192M |
+$123M |
IVV, AGG, NEEPRP, VXUS, SWT
|
13F-HR |
11/12/2021, 02:09 PM |
Q2 2021 |
325 |
$1.55B |
+$478M |
-$345M |
+$133M |
IVV, AGG, VXUS, SWT, NEEPRP
|
13F-HR |
8/16/2021, 11:50 AM |
Q1 2021 |
306 |
$1.39B |
+$234M |
-$295M |
-$60.7M |
IVV, AGG, SWT, NEEPRP, VXUS
|
13F-HR |
5/28/2021, 10:58 AM |
Q4 2020 |
280 |
$1.4B |
+$294M |
-$220M |
+$74.5M |
IVV, AGG, SWT, CFXA, NEEPRP
|
13F-HR |
2/11/2021, 02:14 PM |
Q3 2020 |
259 |
$1.16B |
+$129M |
-$185M |
-$55.6M |
IVV, AGG, SWT, DHRPRA, CFXA
|
13F-HR |
11/16/2020, 11:06 AM |
Q2 2020 |
244 |
$1.11B |
+$236M |
-$362M |
-$126M |
IVV, AGG, DHRPRA, SWT, CCIPRA
|
13F-HR |
8/12/2020, 01:17 PM |
Q1 2020 |
240 |
$1.13B |
+$115M |
-$172M |
-$56.4M |
IVV, WFCPRL, AGG, BACPRL, AVGOP
|
13F-HR |
5/13/2020, 02:58 PM |
Q4 2019 |
292 |
$1.5B |
+$191M |
-$115M |
+$75.3M |
IVV, WFCPRL, BACPRL, AVGOP, AGG
|
13F-HR |
2/12/2020, 03:26 PM |
Q3 2019 |
287 |
$1.37B |
+$252M |
-$121M |
+$131M |
IVV, WFCPRL, BACPRL, BDXA, AGG
|
13F-HR |
11/12/2019, 08:16 AM |
Q2 2019 |
287 |
$1.35B |
+$243M |
-$79.1M |
+$164M |
IVV, WFCPRL, BACPRL, BDXA, AGG
|
13F-HR |
8/12/2019, 04:43 PM |
Q1 2019 |
272 |
$1.14B |
+$216M |
-$111M |
+$105M |
IVV, WFCPRL, BACPRL, AGG, DHRPRA
|
13F-HR |
5/13/2019, 04:56 PM |
Q4 2018 |
257 |
$1.07B |
+$126M |
-$99.9M |
+$26.1M |
IVV, WFCPRL, BACPRL, BDXA, AGG
|
13F-HR |
2/8/2019, 12:17 PM |
Q3 2018 |
300 |
$1.3B |
+$262M |
-$127M |
+$136M |
IVV, WFCPRL, BACPRL, BDXA, HESPRA
|
13F-HR |
11/13/2018, 01:07 PM |
Q2 2018 |
290 |
$1.22B |
+$163M |
-$71M |
+$91.8M |
IVV, WFCPRL, BDXA, BACPRL, NEEPRQ
|
13F-HR |
8/7/2018, 03:28 PM |
Q1 2018 |
310 |
$1.23B |
+$189M |
-$88.1M |
+$100M |
IVV, WFCPRL, BDXA, BACPRL, AGG
|
13F-HR |
5/14/2018, 04:15 PM |
Q4 2017 |
311 |
$1.2B |
+$148M |
-$45.2M |
+$103M |
IVV, WFCPRL, BACPRL, BDXA, ANTX
|
13F-HR |
2/9/2018, 04:16 PM |
Q3 2017 |
309 |
$1.16B |
+$125M |
-$71.9M |
+$53.3M |
IVV, AGNPRA, WFCPRL, BACPRL, ANTX
|
13F-HR |
11/14/2017, 08:35 AM |
Q2 2017 |
1 |
$1.98M |
|
|
|
FPE
|
New Holdings |
11/14/2017, 08:36 AM |
Q2 2017 |
311 |
$1.13B |
+$155M |
-$67.2M |
+$87.5M |
IVV, AGNPRA, WFCPRL, BACPRL, ANTX
|
13F-HR |
8/10/2017, 08:08 PM |
Q1 2017 |
305 |
$1.08B |
+$93.2M |
-$112M |
-$18.4M |
IVV, AGNPRA, WFCPRL, BACPRL, ANTX
|
13F-HR |
5/15/2017, 01:50 PM |
Q4 2016 |
302 |
$1.09B |
+$137M |
-$72.8M |
+$64.1M |
IVV, AGNPRA, WFCPRL, BACPRL, AGG
|
13F-HR |
2/10/2017, 01:41 PM |
Q3 2016 |
294 |
$1.13B |
+$142M |
-$72.4M |
+$70M |
IVV, HYG, AGNPRA, WFCPRL, BACPRL
|
13F-HR |
11/14/2016, 07:23 AM |
Q2 2016 |
278 |
$1.04B |
+$142M |
-$51.8M |
+$90.5M |
HYG, IVV, AGNPRA, WFCPRL, BACPRL
|
13F-HR |
8/9/2016, 10:31 AM |
Q1 2016 |
270 |
$970M |
+$174M |
-$73.2M |
+$101M |
IVV, AGNPRA, HYG, WFCPRL, BACPRL
|
13F-HR |
5/9/2016, 12:32 PM |
Q4 2015 |
278 |
$966M |
+$177M |
-$77.4M |
+$99.7M |
IVV, AGNPRA, FTRPR, BACPRL, WFCPRL
|
13F-HR |
2/10/2016, 02:23 PM |
Q3 2015 |
274 |
$922M |
+$168M |
-$96.9M |
+$71.4M |
AGNPRA, IVV, FTRPR, TYFDL, BACPRL
|
13F-HR |
11/9/2015, 02:56 PM |
Q2 2015 |
291 |
$1.01B |
+$221M |
-$182M |
+$38.6M |
AGNPRA, IVV, WFCPRL, BACPRL, TYFDL
|
13F-HR |
8/11/2015, 08:21 AM |
Q1 2015 |
295 |
$1.05B |
|
|
|
SPY, ACTPRA, WFCPRL, BACPRL, IVV
|
13F-HR |
5/12/2015, 03:15 PM |
Q4 2014 |
123 |
$597K |
|
|
|
|
13F-HR |
2/11/2015, 02:35 PM |
Q3 2014 |
391 |
$883M |
+$170M |
-$86.3M |
+$83.8M |
SPY, WFCPRL, BACPRL, HCNPRI, KEYPRG
|
13F-HR |
11/12/2014, 03:09 PM |
Q2 2014 |
388 |
$1.03B |
+$156M |
-$60.3M |
+$95.5M |
SPY, HCNPRI, BACPRL, WFCPRL, KEYPRG
|
13F-HR |
8/8/2014, 02:52 PM |
Q1 2014 |
394 |
$980M |
+$172M |
-$255M |
-$83.8M |
SPY, HCNPRI, BACPRL, KEYPRG, WFCPRL
|
13F-HR |
5/9/2014, 11:56 AM |
Q4 2013 |
406 |
$1.13B |
|
|
|
SPY, HCNPRI, KEYPRG, OCRPRB, MTCN
|
13F-HR |
2/7/2014, 07:46 AM |