Q4 2024 |
413 |
$14.3B |
+$2.14B |
-$2.27B |
-$134M |
HYG, JNK, SPLG, AAPL, SPYG
|
13F-HR |
2/14/2025, 09:00 AM |
Q3 2024 |
397 |
$14.6B |
+$2.17B |
-$1.8B |
+$370M |
HYG, JNK, SPLG, AAPL, IXUS
|
13F-HR |
11/14/2024, 09:00 AM |
Q2 2024 |
384 |
$13.6B |
+$1.7B |
-$1.38B |
+$317M |
HYG, JNK, SPLG, IVV, MSFT
|
13F-HR |
8/14/2024, 09:00 AM |
Q1 2024 |
387 |
$13.4B |
+$2.01B |
-$1.72B |
+$288M |
HYG, JNK, SPLG, IVV, MSFT
|
13F-HR |
5/15/2024, 12:12 PM |
Q4 2023 |
368 |
$12.2B |
+$3.04B |
-$1.74B |
+$1.3B |
HYG, JNK, SPLG, IJR, MSFT
|
13F-HR |
2/14/2024, 09:00 AM |
Q3 2023 |
383 |
$10B |
+$1.39B |
-$2.28B |
-$889M |
HYG, JNK, SPLG, IVV, AAPL
|
13F-HR |
11/14/2023, 01:50 PM |
Q2 2023 |
369 |
$11.2B |
+$4.28B |
-$2.45B |
+$1.82B |
HYG, JNK, IVV, SPLG, AAPL
|
13F-HR |
8/14/2023, 04:49 PM |
Q1 2023 |
321 |
$8.93B |
+$3.4B |
-$1.01B |
+$2.39B |
IEF, SPTI, IVV, AAPL, IWY
|
13F-HR |
5/15/2023, 04:28 PM |
Q4 2022 |
345 |
$10.9B |
+$5.65B |
-$2.5B |
+$3.15B |
HYG, JNK, SPYV, SPLG, AAPL
|
13F-HR |
2/14/2023, 08:00 AM |
Q3 2022 |
336 |
$7.63B |
+$1.66B |
-$804M |
+$855M |
BIL, SHV, IVV, JPST, MINT
|
13F-HR |
11/14/2022, 02:43 PM |
Q2 2022 |
321 |
$7.62B |
+$2.63B |
-$1.12B |
+$1.51B |
BIL, SHV, ITOT, JPST, MINT
|
13F-HR |
8/15/2022, 07:50 AM |
Q1 2022 |
358 |
$8.94B |
+$3.4B |
-$1.54B |
+$1.86B |
HYG, JNK, FNDX, SHV, BIL
|
13F-HR |
5/16/2022, 07:32 AM |
Q4 2021 |
350 |
$8.15B |
+$1.39B |
-$601M |
+$792M |
IVV, SPYG, HYG, SPLG, JNK
|
13F-HR |
2/14/2022, 06:01 AM |
Q3 2021 |
326 |
$7.31B |
+$1.46B |
-$1.27B |
+$185M |
HYG, MTUM, IVV, SPYG, JNK
|
13F-HR |
11/15/2021, 09:39 AM |
Q2 2021 |
330 |
$7.12B |
+$1.34B |
-$1.13B |
+$218M |
HYG, SPYG, PKW, JNK, SPLG
|
13F-HR |
8/2/2021, 01:08 PM |
Q1 2021 |
326 |
$6.56B |
+$1.31B |
-$1.31B |
-$1.67M |
HYG, IJR, PKW, JNK, IJH
|
13F-HR |
5/17/2021, 10:48 AM |
Q4 2020 |
340 |
$6.05B |
+$1.53B |
-$1.04B |
+$484M |
IJR, HYG, JNK, AAPL, JPM
|
13F-HR |
1/26/2021, 08:31 AM |
Q3 2020 |
308 |
$5.3B |
+$1.56B |
-$1.01B |
+$549M |
HYG, IVV, JNK, SPYG, AAPL
|
13F-HR |
11/12/2020, 08:37 AM |
Q2 2020 |
297 |
$5.35B |
+$2.21B |
-$1.08B |
+$1.13B |
SPTI, IEF, SPYG, MDYG, AAPL
|
13F-HR |
8/14/2020, 12:29 PM |
Q1 2020 |
277 |
$3.93B |
+$1.24B |
-$433M |
+$802M |
IVV, HYG, SPYG, JNK, MSFT
|
13F-HR |
5/15/2020, 01:47 PM |
Q4 2019 |
309 |
$4.77B |
+$931M |
-$446M |
+$486M |
SPYV, HYG, JNK, IVV, JPM
|
13F-HR |
1/27/2020, 03:26 PM |
Q3 2019 |
297 |
$4.41B |
+$1.22B |
-$771M |
+$447M |
HYG, IVV, JNK, SPYV, CMCSA
|
13F-HR |
11/6/2019, 02:31 PM |
Q2 2019 |
288 |
$4.74B |
+$1.56B |
-$525M |
+$1.04B |
IEF, SPTI, SPYG, SPTL, CSCO
|
13F-HR |
7/12/2019, 05:00 PM |
Q1 2019 |
288 |
$4.19B |
+$1.6B |
-$642M |
+$959M |
HYG, IVV, JNKXXXX, SPYG, CSCO
|
13F-HR |
5/8/2019, 10:24 AM |
Q4 2018 |
286 |
$3.72B |
+$1.65B |
-$610M |
+$1.04B |
BIL, SHV, IVV, UNH, JPM
|
13F-HR |
2/14/2019, 01:21 PM |
Q3 2018 |
275 |
$3.95B |
+$1.14B |
-$292M |
+$849M |
HYG, SPYG, JNKXXXX, USMV, UNH
|
Restatement |
5/8/2019, 10:01 AM |
Q2 2018 |
266 |
$3.47B |
+$1.1B |
-$191M |
+$905M |
HYG, JNKXXXX, IWO, IWN, UNH
|
Restatement |
5/8/2019, 10:01 AM |
Q1 2018 |
274 |
$3.19B |
+$732M |
-$545M |
+$186M |
HYG, JNKXXXX, JPM, MTUM, IWO
|
Restatement |
5/8/2019, 10:02 AM |
Q4 2017 |
264 |
$3.27B |
+$694M |
-$232M |
+$462M |
HYG, JNKXXXX, JPM, AAPL, UNH
|
13F-HR |
2/14/2018, 04:16 PM |
Q3 2017 |
289 |
$2.97B |
+$767M |
-$249M |
+$518M |
HYG, JNKXXXX, UNH, IVW, MTUM
|
13F-HR |
11/14/2017, 03:41 PM |
Q2 2017 |
258 |
$2.57B |
+$753M |
-$196M |
+$557M |
HYG, JNKXXXX, IVW, UNH, AAPL
|
13F-HR |
8/14/2017, 04:52 PM |
Q1 2017 |
277 |
$2.25B |
+$816M |
-$188M |
+$628M |
HYG, JNKXXXX, SPY, UNH, AAPL
|
13F-HR |
5/11/2017, 04:23 PM |
Q4 2016 |
284 |
$1.92B |
+$561M |
-$138M |
+$423M |
HYG, JNKXXXX, SPHB, IWN, UNH
|
13F-HR |
2/8/2017, 09:29 AM |
Q3 2016 |
289 |
$1.74B |
+$609M |
-$299M |
+$310M |
HYG, JNKXXXX, IWM, IWN, AAPL
|
13F-HR |
11/14/2016, 11:22 AM |
Q2 2016 |
285 |
$1.55B |
+$612M |
-$172M |
+$440M |
HYG, JNKXXXX, IWS, HDV, XOM
|
13F-HR |
8/15/2016, 04:24 PM |
Q1 2016 |
314 |
$1.29B |
+$628M |
-$321M |
+$308M |
HYG, JNKXXXX, USMV, SPY, TRV
|
13F-HR |
5/16/2016, 11:02 AM |
Q4 2015 |
300 |
$1.23B |
+$421M |
-$193M |
+$228M |
SPTI, SPY, IVW, IEI, IEF
|
13F-HR |
2/16/2016, 08:44 AM |
Q3 2015 |
303 |
$1.12B |
+$500M |
-$247M |
+$253M |
IEF, IEI, IVW, AAPL, MO
|
13F-HR |
11/3/2015, 11:17 AM |
Q2 2015 |
319 |
$1.09B |
+$271M |
-$146M |
+$125M |
HYG, IWM, JNKXXXX, IWO, IWP
|
13F-HR |
8/10/2015, 11:23 AM |
Q1 2015 |
313 |
$1.1B |
+$487M |
-$321M |
+$166M |
IWM, IWR, HYG, IWO, IWP
|
13F-HR |
5/7/2015, 02:27 PM |
Q4 2014 |
308 |
$1.09B |
+$353M |
-$310M |
+$43.2M |
SPY, IVW, IEF, IEI, GXC
|
13F-HR |
2/17/2015, 10:06 AM |
Q3 2014 |
298 |
$1.16B |
+$393M |
-$180M |
+$213M |
SPY, JNKXXXX, HYG, IVW, OEF
|
13F-HR |
11/13/2014, 02:02 PM |
Q2 2014 |
320 |
$1.2B |
+$344M |
-$156M |
+$188M |
JNKXXXX, HYG, SPY, IWS, EZU
|
13F-HR |
8/1/2014, 05:39 PM |
Q1 2014 |
331 |
$1.16B |
+$352M |
-$194M |
+$157M |
JNKXXXX, HYG, EZU, SPY, IWO
|
13F-HR |
5/13/2014, 12:22 PM |
Q4 2013 |
331 |
$1.2B |
|
|
|
SPY, JNKXXXX, HYG, IWO, VXZ
|
13F-HR |
2/6/2014, 10:54 AM |