Q1 2025 |
466 |
$685M |
+$60.3M |
-$5.66M |
+$54.7M |
SCHB, VGIT, VCIT, VEA, ESGV
|
13F-HR |
4/17/2025, 11:01 AM |
Q4 2024 |
451 |
$639M |
+$120M |
-$7.94M |
+$112M |
SCHB, VGIT, VCIT, VEA, ESGV
|
13F-HR |
1/23/2025, 10:55 AM |
Q3 2024 |
420 |
$630M |
+$12.6M |
-$11.4M |
+$1.16M |
SCHB, VGIT, VEA, VCIT, VWO
|
13F-HR |
10/17/2024, 09:24 AM |
Q2 2024 |
451 |
$597M |
+$25.6M |
-$18.7M |
+$6.89M |
SCHB, VGIT, VEA, VCIT, VWO
|
13F-HR |
8/8/2024, 03:26 PM |
Q1 2024 |
459 |
$576M |
+$33.2M |
-$16.3M |
+$16.8M |
SCHB, VGIT, VEA, VCIT, ESGV
|
13F-HR |
4/22/2024, 10:54 AM |
Q4 2023 |
451 |
$530M |
+$16.1M |
-$16.6M |
-$495K |
SCHB, VGIT, VEA, VCIT, VWO
|
13F-HR |
1/25/2024, 11:05 AM |
Q3 2023 |
417 |
$485M |
+$74.3M |
-$51.7M |
+$22.5M |
SCHB, VGIT, VEA, VCIT, VWO
|
13F-HR |
10/24/2023, 11:23 AM |
Q2 2023 |
439 |
$481M |
+$20.2M |
-$5.02M |
+$15.2M |
SCHB, BND, VEA, BNDX, VWO
|
13F-HR |
7/18/2023, 12:34 PM |
Q1 2023 |
452 |
$450M |
+$8.68M |
-$34.8M |
-$26.1M |
SCHB, BND, VEA, BNDX, VWO
|
13F-HR |
4/18/2023, 01:28 PM |
Q4 2022 |
509 |
$464M |
+$51.9M |
-$46.6M |
+$5.34M |
SCHB, BND, VEA, BNDX, VWO
|
13F-HR |
1/18/2023, 01:26 PM |
Q3 2022 |
509 |
$382M |
+$18.9M |
-$6.57M |
+$12.3M |
SCHB, BND, VEA, BNDX, VWO
|
13F-HR |
10/20/2022, 02:17 PM |
Q2 2022 |
523 |
$409M |
+$17.7M |
-$7.79M |
+$9.94M |
SCHB, BND, VEA, BNDX, VWO
|
13F-HR |
7/19/2022, 08:20 AM |
Q1 2022 |
503 |
$464M |
+$63.6M |
-$3.97M |
+$59.6M |
SCHB, BND, VEA, BNDX, VWO
|
13F-HR |
4/22/2022, 08:33 AM |
Q4 2021 |
485 |
$467M |
+$15.3M |
-$4.94M |
+$10.4M |
SCHB, BND, VEA, BNDX, VWO
|
13F-HR |
1/20/2022, 07:54 AM |
Q3 2021 |
481 |
$433M |
+$38.7M |
-$9.66M |
+$29M |
SCHB, BND, VEA, BNDX, VWO
|
13F-HR |
10/21/2021, 02:27 PM |
Q2 2021 |
280 |
$291M |
$0 |
$0 |
|
SCHB, BND, VEA, BNDX, VWO
|
13F-HR |
7/22/2021, 09:37 AM |
Q1 2021 |
509 |
$432M |
+$13.4M |
-$8.59M |
+$4.77M |
SCHB, BND, VEA, BNDX, VWO
|
13F-HR |
5/3/2021, 12:52 PM |
Q4 2020 |
428 |
$402M |
+$30.4M |
-$4.19M |
+$26.2M |
SCHB, BND, VEA, BNDX, VWO
|
13F-HR |
2/1/2021, 02:17 PM |
Q3 2020 |
406 |
$334M |
+$13.7M |
-$8.3M |
+$5.44M |
SCHB, BND, VEA, BNDX, VWO
|
13F-HR |
10/19/2020, 02:39 PM |
Q2 2020 |
421 |
$315M |
+$16.7M |
-$35.5M |
-$18.8M |
SCHB, BND, VEA, BNDX, VWO
|
13F-HR |
7/17/2020, 07:50 AM |
Q1 2020 |
439 |
$293M |
+$29.3M |
-$7.73M |
+$21.6M |
SCHB, BND, VEA, BNDX, MSFT
|
13F-HR |
4/24/2020, 09:13 AM |
Q4 2019 |
444 |
$348M |
+$13.7M |
-$8.3M |
+$5.4M |
SCHB, BND, VEA, BNDX, VWO
|
13F-HR |
1/16/2020, 10:45 AM |
Q3 2019 |
444 |
$322M |
+$13.9M |
-$8.64M |
+$5.23M |
SCHB, BND, VEA, BNDX, VWO
|
13F-HR |
10/18/2019, 09:01 AM |
Q2 2019 |
466 |
$315M |
+$17.3M |
-$8.5M |
+$8.83M |
SCHB, BND, VEA, BNDX, SCHF
|
13F-HR |
7/18/2019, 07:50 AM |
Q1 2019 |
441 |
$303M |
+$6.98M |
-$7.62M |
-$637K |
SCHB, BND, VEA, SCHF, BNDX
|
13F-HR |
4/23/2019, 09:29 AM |
Q4 2018 |
437 |
$276M |
+$23.9M |
-$22.9M |
+$1.07M |
SCHB, BND, SCHF, VEA, BNDX
|
13F-HR |
1/31/2019, 08:41 AM |
Q3 2018 |
448 |
$319M |
+$16M |
-$3.37M |
+$12.6M |
SCHB, BND, SCHF, DGS, MSFT
|
13F-HR |
10/24/2018, 08:04 AM |
Q2 2018 |
476 |
$304M |
+$8.86M |
-$27.8M |
-$18.9M |
SCHB, BND, SCHF, DGS, SCHW
|
13F-HR |
8/8/2018, 01:58 PM |
Q1 2018 |
495 |
$322M |
+$34.4M |
-$1.67M |
+$32.7M |
SCHB, SCHF, BND, DGS, SCHW
|
13F-HR |
5/10/2018, 03:40 PM |
Q4 2017 |
485 |
$300M |
+$14.8M |
-$4.42M |
+$10.3M |
SCHB, SCHF, BND, DGS, SCHW
|
13F-HR |
1/25/2018, 01:51 PM |
Q3 2017 |
476 |
$286M |
+$18.7M |
-$4.54M |
+$14.2M |
SCHB, BND, SCHF, DGS, SCHW
|
13F-HR |
10/26/2017, 10:42 AM |
Q2 2017 |
476 |
$269M |
+$21.3M |
-$3.84M |
+$17.4M |
SCHB, BND, SCHF, DGS, GLW
|
13F-HR |
7/26/2017, 03:23 PM |
Q1 2017 |
466 |
$250M |
+$14.2M |
-$4.5M |
+$9.72M |
SCHB, BND, SCHF, DGS, GEXXXX
|
13F-HR |
5/15/2017, 01:46 PM |
Q4 2016 |
458 |
$232M |
+$14.7M |
-$4.08M |
+$10.6M |
SCHB, BND, SCHF, GEXXXX, SCHW
|
13F-HR |
2/15/2017, 07:59 AM |
Q3 2016 |
437 |
$215M |
+$5.95M |
-$14.7M |
-$8.75M |
SCHB, BND, SCHF, GEXXXX, VZ
|
13F-HR |
11/14/2016, 11:16 AM |
Q2 2016 |
433 |
$221M |
+$5.88M |
-$2.89M |
+$2.99M |
SCHB, BND, SCHF, GEXXXX, VZ
|
13F-HR |
7/29/2016, 02:49 PM |
Q1 2016 |
439 |
$221M |
+$11.8M |
-$4.95M |
+$6.82M |
SCHB, BND, SCHF, GEXXXX, VZ
|
13F-HR |
5/12/2016, 10:23 AM |
Q4 2015 |
463 |
$220M |
+$8.53M |
-$6.15M |
+$2.38M |
SCHB, BND, SCHF, GEXXXX, VZ
|
13F-HR |
2/11/2016, 03:08 PM |
Q3 2015 |
444 |
$208M |
+$19.1M |
-$7.64M |
+$11.5M |
SCHB, BND, SCHF, GEXXXX, VZ
|
13F-HR |
11/12/2015, 12:27 PM |
Q2 2015 |
438 |
$233M |
+$15.6M |
-$4.52M |
+$11M |
SCHB, BND, SCHF, GEXXXX, VZ
|
13F-HR |
7/31/2015, 11:39 AM |
Q1 2015 |
447 |
$234M |
+$12.3M |
-$4.2M |
+$8.08M |
SCHB, BND, SCHF, GMCR, VZ
|
13F-HR |
5/11/2015, 11:52 AM |
Q4 2014 |
443 |
$229M |
+$13.1M |
-$3.08M |
+$9.97M |
SCHB, BND, GMCR, SCHF, GEXXXX
|
13F-HR |
2/6/2015, 03:16 PM |
Q3 2014 |
415 |
$215M |
+$12M |
-$2.72M |
+$9.3M |
SCHB, BND, GMCR, VZ, GEXXXX
|
13F-HR |
11/10/2014, 01:59 PM |
Q2 2014 |
406 |
$214M |
+$9.45M |
-$13M |
-$3.53M |
BND, GMCR, VZ, GEXXXX, VTI
|
13F-HR |
8/12/2014, 08:51 AM |
Q1 2014 |
409 |
$209M |
+$7.91M |
-$8.2M |
-$294K |
VTI, BND, VZ, GMCR, GEXXXX
|
13F-HR |
4/30/2014, 11:02 AM |
Q4 2013 |
415 |
$202M |
|
|
|
VTI, GEXXXX, BND, VZ, PBCT
|
13F-HR |
1/30/2014, 08:10 AM |