Q4 2018 |
398 |
$756M |
+$148M |
-$58.2M |
+$89.8M |
IVV, EFA, SHV, BIV, SPY
|
13F-HR |
2/5/2019, 09:34 AM |
Q3 2018 |
418 |
$852M |
+$56.4M |
-$44.9M |
+$11.5M |
IVV, EFA, IJH, BIV, IJR
|
13F-HR |
11/5/2018, 09:36 AM |
Q2 2018 |
405 |
$825M |
+$48.6M |
-$16.6M |
+$32M |
IVV, EFA, IJH, BIV, IJR
|
13F-HR |
8/13/2018, 11:02 AM |
Q1 2018 |
397 |
$797M |
+$95M |
-$56.8M |
+$38.2M |
IVV, EFA, BIV, IJH, IJR
|
13F-HR |
5/7/2018, 10:21 AM |
Q4 2017 |
406 |
$793M |
+$56.3M |
-$13.7M |
+$42.6M |
IVV, IJH, BIV, EFA, DBEF
|
13F-HR |
2/9/2018, 09:33 AM |
Q3 2017 |
396 |
$723M |
+$66.5M |
-$16.4M |
+$50.1M |
IVV, IJH, EFA, BIV, DBEF
|
13F-HR |
11/13/2017, 09:48 AM |
Q2 2017 |
384 |
$673M |
+$60.2M |
-$22.5M |
+$37.8M |
IVV, IJH, DBEF, EFA, BIV
|
13F-HR |
8/10/2017, 03:14 PM |
Q1 2017 |
378 |
$635M |
|
|
|
IVV, IJH, DBEF, EFA, BIV
|
13F-HR |
5/10/2017, 06:02 PM |
Q4 2016 |
234 |
$239M |
|
|
|
BIV, FPF, PCI, CSM, SPY
|
New Holdings |
5/10/2017, 05:06 PM |
Q4 2016 |
311 |
$359M |
|
|
|
BIV, IJH, IJR, IVV, IVW
|
Restatement |
5/10/2017, 04:56 PM |
Q3 2016 |
215 |
$235M |
|
|
|
DBEF, BIV, PCI, FPF, BSV
|
New Holdings |
5/10/2017, 04:46 PM |
Q3 2016 |
349 |
$507M |
+$57.7M |
-$11.4M |
+$46.3M |
IJH, IVV, USMV, DBEF, EFA
|
Restatement |
5/10/2017, 04:35 PM |
Q2 2016 |
202 |
$206M |
|
|
|
DBEF, BIV, BSV, FPF, PCI
|
New Holdings |
5/10/2017, 04:25 PM |
Q2 2016 |
338 |
$468M |
+$86M |
-$25.8M |
+$60.3M |
IVV, IJH, USMV, DBEF, IJR
|
Restatement |
5/10/2017, 04:16 PM |
Q1 2016 |
210 |
$192M |
|
|
|
DBEF, SPY, CSM, BSV, RTN
|
New Holdings |
5/10/2017, 03:59 PM |
Q1 2016 |
345 |
$424M |
+$65.5M |
-$19.6M |
+$45.9M |
IVV, DBEF, IJR, IJH, EFA
|
Restatement |
5/10/2017, 03:49 PM |
Q4 2015 |
178 |
$162M |
|
|
|
SPY, PBF, RTN, BSV, ORI
|
New Holdings |
5/10/2017, 03:36 PM |
Q4 2015 |
323 |
$400M |
+$58.8M |
-$19.3M |
+$39.5M |
DBEF, IVV, IJR, IJH, EFA
|
Restatement |
5/10/2017, 03:22 PM |
Q3 2015 |
184 |
$169M |
|
|
|
CSM, BGS, CAG, ABBV, RTN
|
New Holdings |
5/10/2017, 03:01 PM |
Q3 2015 |
319 |
$367M |
+$44.7M |
-$22.4M |
+$22.2M |
DBEF, IVV, IJH, IJR, EFA
|
Restatement |
5/10/2017, 01:05 PM |
Q2 2015 |
159 |
$175M |
|
|
|
DBEF, CSM, CAG, MRK, CSCO
|
New Holdings |
5/10/2017, 12:54 PM |
Q2 2015 |
331 |
$405M |
+$51.9M |
-$19.1M |
+$32.8M |
IJR, IJH, DBEF, IVV, EFA
|
Restatement |
5/10/2017, 12:42 PM |
Q1 2015 |
140 |
$173M |
|
|
|
DBEF, PBF, INN, CSCO, STNGXXXX
|
New Holdings |
5/11/2017, 11:27 AM |
Q1 2015 |
302 |
$389M |
+$83M |
-$12.7M |
+$70.3M |
IJH, IJR, IVV, DBEF, IVW
|
Restatement |
5/11/2017, 11:15 AM |
Q4 2014 |
147 |
$157M |
|
|
|
VEA, INTC, GLD, CSCO, INN
|
New Holdings |
5/10/2017, 11:41 AM |
Q4 2014 |
281 |
$326M |
+$65.4M |
-$22M |
+$43.4M |
IJH, IJR, IVV, IVW, VTI
|
Restatement |
5/10/2017, 11:28 AM |
Q3 2014 |
149 |
$144M |
|
|
|
INTC, MRK, GEXXXX, NSC, DLR
|
New Holdings |
5/10/2017, 11:09 AM |
Q3 2014 |
275 |
$299M |
+$195M |
-$2M |
+$193M |
IJH, IJR, VTI, IVW, EFA
|
Restatement |
5/10/2017, 10:51 AM |
Q2 2014 |
122 |
$110M |
+$7.89M |
-$3.09M |
+$4.8M |
IJH, VTI, IJR, EFAV, EFA
|
13F-HR |
8/11/2014, 12:01 PM |
Q1 2014 |
118 |
$105M |
+$12.5M |
-$3.27M |
+$9.28M |
IJH, VTI, IJR, EFAV, EFA
|
13F-HR |
4/30/2014, 11:13 AM |
Q4 2013 |
100 |
$98.3M |
|
|
|
IJH, VTI, IJR, EFAV, IVW
|
13F-HR |
2/11/2014, 11:57 AM |