Q4 2024 |
69 |
$4.85B |
+$388M |
-$130M |
+$258M |
VTI, VGIT, IWV, VEA, VGSH
|
13F-HR |
2/14/2025, 12:52 PM |
Q3 2024 |
68 |
$4.96B |
+$129M |
-$191M |
-$61.5M |
IWV, VGIT, VTI, VEA, SCHB
|
13F-HR |
11/14/2024, 10:50 AM |
Q2 2024 |
67 |
$4.77B |
+$221M |
-$223M |
-$1.55M |
IWV, VTI, VGIT, VEA, SCHB
|
13F-HR |
10/1/2024, 10:48 AM |
Q1 2024 |
71 |
$4.7B |
$0 |
$0 |
|
IWV, VGIT, VTI, VEA, SCHB
|
New Holdings |
8/13/2024, 11:21 AM |
Q1 2024 |
71 |
$4.7B |
+$213M |
-$127M |
+$86.2M |
IWV, VGIT, VTI, VEA, SCHB
|
13F-HR |
5/14/2024, 04:11 PM |
Q4 2023 |
66 |
$4.38B |
$0 |
$0 |
|
IWV, VGIT, VTI, VEA, VTV
|
New Holdings |
8/13/2024, 11:27 AM |
Q4 2023 |
66 |
$4.38B |
+$487M |
-$167M |
+$319M |
IWV, VGIT, VTI, VEA, VTV
|
13F-HR |
2/14/2024, 03:53 PM |
Q3 2023 |
59 |
$3.75B |
+$541M |
-$722M |
-$181M |
IWV, VGIT, VTI, VEA, VGSH
|
13F-HR |
11/13/2023, 04:51 PM |
Q2 2023 |
60 |
$4.06B |
+$622M |
-$118M |
+$504M |
IWV, VTI, VGSH, GOVT, VEA
|
13F-HR |
8/14/2023, 06:06 PM |
Q1 2023 |
63 |
$3.4B |
+$240M |
-$437M |
-$197M |
IWV, VTI, GOVT, VEA, VTEB
|
Restatement |
8/14/2023, 05:25 PM |
Q4 2022 |
63 |
$3.4B |
+$76.6M |
-$275M |
-$198M |
IWV, VTI, VEA, VTV, GOVT
|
13F-HR |
2/14/2023, 10:26 AM |
Q3 2022 |
58 |
$3.39B |
+$335M |
-$318M |
+$17.4M |
IWV, GOVT, VTI, VTV, VEA
|
13F-HR |
11/14/2022, 03:54 PM |
Q2 2022 |
58 |
$3.62B |
+$675M |
-$823M |
-$148M |
IWV, GOVT, VTV, VTI, VEA
|
13F-HR |
8/15/2022, 06:45 PM |
Q1 2022 |
54 |
$4.36B |
+$320M |
-$115M |
+$205M |
IWV, VTEB, VTI, VTV, VEA
|
13F-HR |
5/16/2022, 04:57 PM |
Q4 2021 |
49 |
$4.56B |
+$185M |
-$507M |
-$322M |
IWV, VTI, VTEB, VTV, SCHB
|
13F-HR |
2/14/2022, 03:54 PM |
Q3 2021 |
49 |
$4.69B |
+$169M |
-$723M |
-$554M |
IWV, VTEB, IEI, VTI, SCHB
|
13F-HR |
11/12/2021, 03:13 PM |
Q2 2021 |
48 |
$5.3B |
+$356M |
-$594M |
-$237M |
IWV, VTEB, VTI, IEI, SCHB
|
13F-HR |
8/13/2021, 12:25 PM |
Q1 2021 |
42 |
$5.28B |
+$291M |
-$234M |
+$57.3M |
IWV, VTEB, IEI, VTI, SCHB
|
13F-HR |
5/12/2021, 02:49 PM |
Q4 2020 |
43 |
$5.04B |
|
|
|
IWV, VTI, VTEB, IEI, SCHB
|
New Holdings |
5/12/2021, 02:42 PM |
Q4 2020 |
43 |
$5.04B |
+$243M |
-$534M |
-$291M |
IWV, VTI, VTEB, IEI, SCHB
|
13F-HR |
2/12/2021, 12:24 PM |
Q3 2020 |
42 |
$4.87B |
+$420M |
-$275M |
+$145M |
IWV, IEI, VTI, VEA, VTEB
|
Restatement |
11/20/2020, 12:55 PM |
Q2 2020 |
43 |
$4.56B |
+$1.01B |
-$164M |
+$847M |
IWV, VTI, IEI, VEA, VTEB
|
13F-HR |
8/14/2020, 10:58 AM |
Q1 2020 |
41 |
$3.21B |
+$1.19B |
-$725M |
+$468M |
IWV, VTI, VEA, SCHB, IEI
|
13F-HR |
5/14/2020, 03:57 PM |
Q4 2019 |
29 |
$3.28B |
+$774M |
-$685M |
+$89M |
IWV, VTI, VEA, IEF, GOVT
|
13F-HR |
2/11/2020, 02:14 PM |
Q3 2019 |
24 |
$3.02B |
+$246M |
-$139M |
+$106M |
IWV, IEF, VEA, VTI, OEF
|
13F-HR |
11/14/2019, 02:26 PM |
Q2 2019 |
28 |
$2.9B |
+$616M |
-$332M |
+$284M |
IWV, IEF, VEA, VTI, EFA
|
13F-HR |
8/13/2019, 09:44 AM |
Q1 2019 |
29 |
$2.69B |
+$308M |
-$447M |
-$139M |
IWV, VEA, VTI, VGIT, EFA
|
13F-HR |
5/15/2019, 02:06 PM |
Q4 2018 |
26 |
$2.55B |
+$431M |
-$321M |
+$110M |
IWV, VEA, VTI, EFA, AGG
|
13F-HR |
2/14/2019, 04:15 PM |
Q3 2018 |
21 |
$2.93B |
+$79.8M |
-$34.5M |
+$45.3M |
VEA, IWV, VTI, VWO, SPY
|
13F-HR |
11/13/2018, 11:09 AM |
Q2 2018 |
21 |
$2.79B |
+$201M |
-$155M |
+$46.5M |
VEA, IWV, VTI, VWO, SPY
|
13F-HR |
8/14/2018, 09:52 AM |
Q1 2018 |
20 |
$2.75B |
+$176M |
-$504M |
-$327M |
VEA, IWV, VTI, AGG, VWO
|
13F-HR |
5/14/2018, 09:46 AM |
Q4 2017 |
18 |
$3.14B |
+$164M |
-$220M |
-$55.5M |
VEA, IWV, AGG, VTI, SPY
|
13F-HR |
2/14/2018, 05:06 PM |
Q3 2017 |
23 |
$4.09B |
+$358M |
-$75.8M |
+$282M |
VEA, IWV, AGG, VTI, SPY
|
13F-HR |
11/13/2017, 08:42 AM |
Q2 2017 |
21 |
$3.7B |
+$951M |
-$145M |
+$806M |
VEA, IWV, AGG, SPY, OEF
|
Restatement |
11/13/2017, 08:47 AM |
Q1 2017 |
20 |
$2.81B |
+$191M |
-$142M |
+$48.3M |
VEA, IWV, AGG, SPY, OEF
|
13F-HR |
5/15/2017, 08:38 AM |
Q4 2016 |
20 |
$2.63B |
+$225M |
-$114M |
+$111M |
IWV, VEA, AGG, SPY, OEF
|
13F-HR |
2/13/2017, 10:08 AM |
Q3 2016 |
14 |
$2.53B |
+$124M |
-$48.2M |
+$76.2M |
IWV, VEA, AGG, OEF, SPY
|
13F-HR |
11/14/2016, 01:11 PM |
Q2 2016 |
17 |
$2.44B |
+$111M |
-$377M |
-$266M |
IWV, VEA, AGG, OEF, SPY
|
13F-HR |
8/12/2016, 05:48 PM |
Q1 2016 |
16 |
$2.72B |
+$920M |
-$436M |
+$484M |
AGG, IWV, VEA, SPY, OEF
|
13F-HR |
5/12/2016, 02:32 PM |
Q4 2015 |
17 |
$2.23B |
+$574M |
-$423M |
+$151M |
IWV, AGG, EFA, VEA, OEF
|
13F-HR |
2/11/2016, 01:17 PM |
Q3 2015 |
18 |
$2.11B |
+$435M |
-$20.4M |
+$415M |
IWV, VEA, AGG, EFA, SPY
|
13F-HR |
11/6/2015, 02:27 PM |
Q2 2015 |
17 |
$1.86B |
+$107M |
-$174M |
-$66.9M |
IWV, VEA, AGG, EFA, VWO
|
13F-HR |
8/14/2015, 10:40 AM |
Q1 2015 |
18 |
$1.99B |
+$276M |
-$552M |
-$277M |
IWV, VEA, EFA, SPY, VWO
|
13F-HR |
5/15/2015, 10:36 AM |
Q4 2014 |
18 |
$2.31B |
+$1.09B |
-$811M |
+$278M |
IWV, VEA, AGG, EFA, SPY
|
13F-HR |
2/17/2015, 09:20 AM |
Q3 2014 |
19 |
$2.05B |
+$313M |
-$1.17M |
+$312M |
EFA, IWV, GLD, SPY, AGG
|
13F-HR |
11/14/2014, 09:06 AM |
Q2 2014 |
19 |
$1.86B |
+$308M |
-$49.5M |
+$258M |
EFA, IWV, GLD, SPY, VWO
|
13F-HR |
8/14/2014, 10:34 AM |
Q1 2014 |
15 |
$1.55B |
+$669M |
-$113M |
+$555M |
EFA, IWV, GLD, SPY, VNQ
|
13F-HR |
5/15/2014, 11:35 AM |
Q4 2013 |
17 |
$1.17B |
|
|
|
IWV, EFA, VWO, GLTRXXXX, ECONXXXX
|
13F-HR |
2/14/2014, 01:08 PM |