Q4 2024 |
24 |
$1.28B |
+$94.7M |
-$121M |
-$26.3M |
SPLG, SPDW, QQQ, SPY, BKLC
|
13F-HR |
2/14/2025, 09:00 AM |
Q3 2024 |
22 |
$1.33B |
+$43.9M |
-$9.71M |
+$34.2M |
SPLG, SPDW, QQQ, SPY, BKLC
|
13F-HR |
11/14/2024, 09:00 AM |
Q2 2024 |
22 |
$1.22B |
+$95.4M |
-$439M |
-$344M |
SPLG, SPDW, QQQ, SPY, BKLC
|
13F-HR |
8/14/2024, 09:00 AM |
Q1 2024 |
27 |
$1.54B |
+$8.26M |
-$68.1M |
-$59.8M |
SPLG, SPDW, SPY, SPEM, BKLC
|
13F-HR |
5/15/2024, 09:00 AM |
Q4 2023 |
27 |
$1.51B |
+$376M |
-$175M |
+$200M |
SPLG, SPDW, SPY, SPEM, BKLC
|
13F-HR |
2/14/2024, 09:00 AM |
Q3 2023 |
32 |
$1.21B |
+$236M |
-$515M |
-$278M |
SPLG, SPDW, SPEM, SPAB, BKAG
|
13F-HR |
11/14/2023, 09:00 AM |
Q2 2023 |
20 |
$1.54B |
+$289M |
-$62.3M |
+$227M |
SPLG, SPDW, SPY, SPAB, QQQ
|
13F-HR |
8/14/2023, 10:00 AM |
Q1 2023 |
15 |
$1.26B |
+$303M |
-$202M |
+$101M |
SPLG, SPDW, SPY, SPAB, SPSM
|
13F-HR |
5/15/2023, 09:00 AM |
Q4 2022 |
18 |
$1.2B |
+$28.6M |
-$47.9M |
-$19.4M |
SPLG, SPAB, SPDW, SPIP, SPSM
|
13F-HR |
2/14/2023, 08:00 AM |
Q3 2022 |
17 |
$1.16B |
+$191M |
-$49.7M |
+$142M |
SPLG, SPAB, SPDW, SPIP, SPSM
|
13F-HR |
11/14/2022, 08:00 AM |
Q2 2022 |
25 |
$1.23B |
+$2.79M |
-$24.3M |
-$21.5M |
SPLG, SPAB, SPDW, SPSM, SPIP
|
13F-HR |
8/15/2022, 09:23 AM |
Q1 2022 |
29 |
$1.76B |
+$352M |
-$256M |
+$96.2M |
SPLG, SPDW, SPAB, SPY, SPSM
|
13F-HR |
5/16/2022, 09:14 AM |
Q4 2021 |
25 |
$1.91B |
+$373M |
-$51.5M |
+$321M |
SPLG, SPDW, SPY, SPGM, SPSM
|
13F-HR |
2/14/2022, 08:05 AM |
Q3 2021 |
21 |
$1.52B |
+$28.9M |
-$478M |
-$449M |
SPLG, SPDW, SPGM, SPSM, SPEM
|
13F-HR |
11/15/2021, 09:38 AM |
Q2 2021 |
29 |
$1.98B |
+$249M |
-$560M |
-$311M |
SPLG, SPDW, SPY, SPSM, SPGM
|
13F-HR |
8/16/2021, 09:52 AM |
Q1 2021 |
69 |
$2.19B |
+$98.9M |
-$754M |
-$655M |
SPLG, SPDW, SPGM, SPSM, QQQ
|
13F-HR |
5/17/2021, 10:17 AM |
Q4 2020 |
72 |
$2.75B |
+$591M |
-$292M |
+$299M |
SPLG, SPDW, QQQ, SPY, SPGM
|
13F-HR |
2/16/2021, 09:21 AM |
Q3 2020 |
79 |
$2.51B |
+$477M |
-$440M |
+$37.8M |
SPLG, SPDW, SPGM, SPAB, SPSM
|
13F-HR |
11/16/2020, 09:28 AM |
Q2 2020 |
81 |
$2.45B |
+$947M |
-$373M |
+$573M |
SPLG, SPDW, QQQ, SPY, SPGM
|
13F-HR |
8/14/2020, 09:29 AM |
Q1 2020 |
71 |
$1.7B |
+$850M |
-$1.11B |
-$261M |
SPLG, SPAB, SPDW, SPTS, SPSM
|
13F-HR |
5/15/2020, 10:10 AM |
Q4 2019 |
82 |
$2.8B |
+$562M |
-$275M |
+$287M |
SPY, SPDW, QQQ, IVV, SPEM
|
13F-HR |
2/14/2020, 08:16 AM |
Q3 2019 |
82 |
$2.69B |
+$448M |
-$546M |
-$98.3M |
SPY, SPDW, IVV, SPAB, BIL
|
13F-HR |
11/14/2019, 09:41 AM |
Q2 2019 |
91 |
$2.84B |
+$156M |
-$137M |
+$19.6M |
SPY, SPDW, IVV, QQQ, SPEM
|
13F-HR |
8/14/2019, 08:13 AM |
Q1 2019 |
94 |
$2.79B |
+$1.11B |
-$423M |
+$691M |
SPY, SPDW, IVV, QQQ, SPEM
|
13F-HR |
5/15/2019, 08:16 AM |
Q4 2018 |
107 |
$2.29B |
+$911M |
-$701M |
+$210M |
IVV, SPY, SPDW, SPAB, TOTL
|
13F-HR |
2/14/2019, 09:54 AM |
Q3 2018 |
112 |
$2.72B |
+$65.5M |
-$229M |
-$163M |
SPY, IVV, SPDW, QQQ, IJR
|
13F-HR |
11/14/2018, 02:26 PM |
Q2 2018 |
115 |
$2.8B |
+$571M |
-$258M |
+$313M |
SPY, IVV, SPDW, QQQ, IWM
|
13F-HR |
8/14/2018, 04:28 PM |
Q1 2018 |
112 |
$2.87B |
+$606M |
-$671M |
-$65.1M |
SPY, IVV, SPDW, BIL, MINT
|
13F-HR |
5/15/2018, 03:24 PM |
Q4 2017 |
113 |
$3.1B |
+$554M |
-$386M |
+$168M |
SPY, IVV, SPDW, QQQXXXX, IJR
|
13F-HR |
2/14/2018, 10:16 AM |
Q3 2017 |
122 |
$3.09B |
+$473M |
-$282M |
+$191M |
SPY, IVV, QQQXXXX, IJR, IEFA
|
13F-HR |
11/14/2017, 11:55 AM |
Q2 2017 |
118 |
$2.93B |
+$252M |
-$468M |
-$216M |
SPY, IVV, IEFA, QQQXXXX, IJR
|
13F-HR |
8/14/2017, 02:02 PM |
Q1 2017 |
119 |
$3.2B |
+$247M |
-$249M |
-$1.1M |
SPY, IVV, QQQXXXX, IEFA, IJR
|
13F-HR |
5/15/2017, 03:41 PM |
Q4 2016 |
115 |
$3.16B |
+$288M |
-$362M |
-$73.7M |
SPY, IVV, QQQXXXX, IEFA, IJR
|
13F-HR |
2/14/2017, 09:56 AM |
Q3 2016 |
119 |
$3.27B |
+$1.14B |
-$574M |
+$566M |
SPY, IVV, QQQXXXX, IEFA, IJR
|
13F-HR |
11/14/2016, 04:26 PM |
Q2 2016 |
103 |
$2.88B |
+$1.3B |
-$905M |
+$395M |
IVV, SPY, IEFA, MINT, IJR
|
13F-HR |
8/15/2016, 09:26 AM |
Q1 2016 |
109 |
$3.4B |
+$1.03B |
-$93.6M |
+$939M |
IVV, QQQXXXX, SPSB, IEFA, DIA
|
13F-HR |
5/3/2016, 11:50 AM |
Q4 2015 |
100 |
$2.53B |
+$876M |
-$176M |
+$700M |
IVV, SPSB, IEFA, AGG, BND
|
13F-HR |
2/16/2016, 03:53 PM |
Q3 2015 |
94 |
$1.8B |
+$165M |
-$153M |
+$12.3M |
IVV, IEFA, IJR, EQAL, BSV
|
13F-HR |
11/13/2015, 01:29 PM |
Q2 2015 |
111 |
$2.04B |
+$79.3M |
-$1.16B |
-$1.08B |
IVV, IEFA, IJR, EQAL, AGG
|
13F-HR |
8/11/2015, 02:54 PM |
Q1 2015 |
114 |
$3.24B |
+$416M |
-$1.44B |
-$1.02B |
IVV, QQQXXXX, SPY, IEFA, IJR
|
13F-HR |
5/13/2015, 01:56 PM |
Q4 2014 |
114 |
$4.51B |
+$2.34B |
-$128M |
+$2.22B |
QQQXXXX, IVV, SPY, IEFA, IJR
|
13F-HR |
2/12/2015, 04:40 PM |
Q3 2014 |
110 |
$2.37B |
+$302M |
-$2.34B |
-$2.04B |
IVV, IEFA, IJR, XLP, DIA
|
13F-HR |
11/14/2014, 02:56 PM |
Q2 2014 |
96 |
$4.81B |
+$2.66B |
-$77.4M |
+$2.58B |
IVV, SPY, QQQXXXX, IEFA, IJR
|
13F-HR |
8/14/2014, 11:16 AM |
Q1 2014 |
97 |
$2.4B |
+$272M |
-$2.32B |
-$2.05B |
IVV, IEFA, IJR, XLP, AGG
|
13F-HR |
5/15/2014, 11:53 AM |
Q4 2013 |
91 |
$5.02B |
|
|
|
IVV, SPY, QQQXXXX, IEFA, OEF
|
13F-HR |
2/13/2014, 04:53 PM |