Q4 2024 |
7 |
$1.25B |
+$47M |
-$7.2M |
+$39.8M |
IVV, IEF, IEMG, TLT, IEFA
|
13F-HR |
1/23/2025, 02:04 PM |
Q3 2024 |
7 |
$1.27B |
+$453M |
-$162M |
+$290M |
IEF, IVV, IEMG, IJR, TLT
|
13F-HR |
10/23/2024, 11:51 AM |
Q2 2024 |
5 |
$918M |
+$1.15M |
-$3.87M |
-$2.72M |
IEMG, IEF, IJR, GOVT, TLT
|
13F-HR |
7/24/2024, 11:19 AM |
Q1 2024 |
5 |
$923M |
+$24M |
$0 |
+$24M |
IEF, IEMG, IJR, GOVT, TLT
|
13F-HR |
4/18/2024, 01:54 PM |
Q4 2023 |
5 |
$903M |
|
-$83M |
-$83M |
IEMG, IEF, IJR, TLT, GOVT
|
13F-HR |
1/23/2024, 02:06 PM |
Q3 2023 |
5 |
$915M |
+$4.91M |
-$6.17M |
-$1.27M |
IEMG, IEF, IJR, GOVT, TLT
|
13F-HR |
10/27/2023, 11:15 AM |
Q2 2023 |
5 |
$971M |
+$15.8M |
-$32.4M |
-$16.5M |
IEMG, IEF, IJR, GOVT, TLT
|
13F-HR |
7/25/2023, 08:44 AM |
Q1 2023 |
5 |
$993M |
+$3.8M |
-$13M |
-$9.17M |
IEMG, IEF, IJR, TLT, GOVT
|
13F-HR |
4/25/2023, 08:28 AM |
Q4 2022 |
6 |
$977M |
+$24.9M |
-$28M |
-$3.09M |
IEMG, IEF, IJR, TLT, GOVT
|
13F-HR |
1/26/2023, 02:33 PM |
Q3 2022 |
7 |
$979M |
+$19.7M |
-$16.1M |
+$3.6M |
IEMG, IEF, IJR, GOVT, TLT
|
13F-HR |
10/24/2022, 01:36 PM |
Q2 2022 |
6 |
$1.05B |
+$209M |
-$3.41M |
+$206M |
IEMG, IEF, IJR, GOVT, TLT
|
13F-HR |
8/3/2022, 10:17 AM |
Q1 2022 |
8 |
$1.29B |
+$58.4M |
-$69.1M |
-$10.7M |
IEMG, IEF, IJR, TLT, RBIN
|
13F-HR |
4/27/2022, 10:23 AM |
Q4 2021 |
7 |
$1.18B |
|
|
|
IEMG, IEF, TLT, RBUS, RBIN
|
13F-HR |
1/25/2022, 07:32 AM |
Q3 2021 |
8 |
$1.39B |
+$244M |
-$251M |
-$7M |
IEMG, IJR, IEF, TLT, RBIN
|
13F-HR |
10/28/2021, 10:17 AM |
Q2 2021 |
7 |
$1.45B |
+$12.3M |
-$68.6M |
-$56.2M |
IEMG, IEF, TLT, RBIN, RBUS
|
13F-HR |
7/22/2021, 12:42 PM |
Q1 2021 |
7 |
$1.44B |
+$207M |
-$24.3M |
+$183M |
IEMG, IEF, TLT, RBIN, RBUS
|
13F-HR |
4/23/2021, 11:55 AM |
Q4 2020 |
7 |
$1.26B |
+$103M |
-$38.3M |
+$65M |
IEMG, TLT, RBIN, RBUS, MXDU
|
13F-HR |
1/26/2021, 08:49 AM |
Q3 2020 |
5 |
$956M |
+$214M |
-$16.5M |
+$197M |
IEMG, TLT, RBUS, MXDU, IGSB
|
13F-HR |
10/22/2020, 01:06 PM |
Q2 2020 |
6 |
$810M |
+$10.2M |
-$174M |
-$163M |
IEMG, TLT, RBIN, RBUS, MXDU
|
13F-HR |
7/22/2020, 08:52 PM |
Q1 2020 |
5 |
$853M |
+$177M |
-$9.06M |
+$168M |
IEMG, TLT, RBIN, RBUS, MXDU
|
13F-HR |
4/24/2020, 06:05 AM |
Q4 2019 |
5 |
$837M |
+$56M |
-$920K |
+$55.1M |
IEMG, RBUS, RBIN, MXDU, TLT
|
13F-HR |
1/24/2020, 02:13 PM |
Q3 2019 |
5 |
$665M |
+$16.7M |
-$30M |
-$13.3M |
IEMG, MXDU, RBUS, TLT, RBIN
|
13F-HR |
10/22/2019, 11:38 AM |
Q2 2019 |
6 |
$787M |
|
|
|
IEMG, RBIN, RBUS, MXDU, TLT
|
13F-HR |
7/23/2019, 11:47 AM |
Q1 2019 |
4 |
$400M |
|
|
|
RBUS, RBIN, MXDU, HYG
|
13F-HR |
4/18/2019, 02:29 PM |
Q4 2018 |
5 |
$715M |
+$5.1M |
-$5.55M |
-$457K |
IEMG, RBUS, RBIN, MXDU, HYG
|
13F-HR |
2/25/2019, 01:36 PM |
Q3 2018 |
6 |
$865M |
+$137M |
-$13.9M |
+$123M |
IEMG, RBUS, RBIN, MXDU, TLT
|
13F-HR |
10/23/2018, 03:57 PM |
Q2 2018 |
6 |
$733M |
+$15.9M |
-$12.9M |
+$2.98M |
IEMG, RBUS, RBIN, MXDU, TLT
|
13F-HR |
7/24/2018, 09:55 AM |
Q1 2018 |
6 |
$750M |
+$211M |
-$12.8M |
+$198M |
IEMG, RBIN, RBUS, MXDU, TLT
|
13F-HR |
4/24/2018, 03:18 PM |
Q4 2017 |
6 |
$552M |
+$552M |
|
+$552M |
RBIN, IEMG, RBUS, MXDU, HYG
|
13F-HR |
2/1/2018, 03:54 PM |
Q3 2017 |
3,182 |
$25.4B |
+$1.64B |
-$1.82B |
-$185M |
AAPL, MSFT, META, AMZN, GOOGL
|
13F-HR |
10/23/2017, 03:44 PM |
Q2 2017 |
3,194 |
$24.9B |
+$2.12B |
-$2.37B |
-$256M |
AAPL, MSFT, META, AMZN, GOOGL
|
13F-HR |
8/10/2017, 03:19 PM |
Q1 2017 |
3,186 |
$24.9B |
+$1.91B |
-$2.02B |
-$100M |
AAPL, MSFT, AMZN, META, JPM
|
13F-HR |
4/21/2017, 03:29 PM |
Q4 2016 |
3,184 |
$24.1B |
+$1.6B |
-$2.13B |
-$530M |
AAPL, MSFT, JPM, AMZN, GOOGL
|
13F-HR |
1/27/2017, 03:24 PM |
Q3 2016 |
3,215 |
$23.9B |
+$1.79B |
-$1.62B |
+$171M |
AAPL, MSFT, AMZN, META, JNJ
|
13F-HR |
10/20/2016, 04:07 PM |
Q2 2016 |
3,256 |
$23.1B |
+$1.73B |
-$1.84B |
-$110M |
AAPL, MSFT, JNJ, META, AMZN
|
13F-HR |
8/8/2016, 07:40 PM |
Q1 2016 |
3,189 |
$22.9B |
+$1.78B |
-$1.67B |
+$113M |
AAPL, MSFT, GOOGL, META, JPM
|
13F-HR |
5/5/2016, 03:19 PM |
Q4 2015 |
3,224 |
$23.3B |
+$3.19B |
-$2.47B |
+$719M |
AAPL, MSFT, GOOGL, AMZN, JPM
|
13F-HR |
1/29/2016, 09:17 AM |
Q3 2015 |
3,268 |
$22.3B |
+$1.59B |
-$1.41B |
+$175M |
AAPL, JPM, WFC, GOOGLXXXX, CSCO
|
13F-HR |
10/26/2015, 01:17 PM |
Q2 2015 |
3,297 |
$24.4B |
+$1.76B |
-$1.77B |
-$11M |
AAPL, WFC, JPM, MSFT, PFE
|
13F-HR |
7/29/2015, 10:34 AM |
Q1 2015 |
3,317 |
$24.8B |
+$2.79B |
-$1.36B |
+$1.42B |
AAPL, WFC, JPM, PFE, GEXXXX
|
13F-HR |
5/5/2015, 09:38 AM |
Q4 2014 |
3,232 |
$23.4B |
+$1.33B |
-$1.9B |
-$572M |
AAPL, MSFT, JPM, WFC, XOM
|
13F-HR |
2/10/2015, 09:25 AM |
Q3 2014 |
3,333 |
$23.6B |
+$1.39B |
-$1.73B |
-$341M |
AAPL, MSFT, WFC, JPM, CVX
|
13F-HR |
11/7/2014, 08:24 AM |
Q2 2014 |
3,312 |
$24.6B |
+$4.25B |
-$1.47B |
+$2.78B |
AAPL, MSFT, WFC, JPM, CVX
|
13F-HR |
8/11/2014, 02:05 PM |
Q1 2014 |
3,029 |
$21.7B |
+$1.7B |
-$1.4B |
+$298M |
GOOGLXXXX, MSFT, WFC, JPM, XOM
|
13F-HR |
5/9/2014, 11:20 AM |
Q4 2013 |
3,258 |
$23.8B |
|
|
|
AAPL, GOOGLXXXX, MSFT, XOM, WFC
|
13F-HR |
2/7/2014, 09:36 AM |