Q4 2024 |
382 |
$1.38B |
+$166M |
-$75.1M |
+$91.3M |
AAPL, ITOT, VTI, SCHX, NVDA
|
13F-HR |
2/13/2025, 12:29 PM |
Q3 2024 |
1,346 |
$1.32B |
+$113M |
-$32.7M |
+$80.8M |
AAPL, ITOT, VTI, SCHX, VV
|
13F-HR |
11/4/2024, 04:39 PM |
Q2 2024 |
346 |
$1.17B |
+$86.4M |
-$26.3M |
+$60M |
ITOT, AAPL, VTI, NVDA, SCHX
|
13F-HR |
7/30/2024, 04:54 PM |
Q1 2024 |
362 |
$1.12B |
+$147M |
-$124M |
+$22.9M |
ITOT, VTI, AAPL, SCHX, VV
|
13F-HR |
5/16/2024, 09:35 AM |
Q4 2023 |
344 |
$1.03B |
+$86.6M |
-$55.7M |
+$30.8M |
ITOT, AAPL, VTI, SCHX, VV
|
13F-HR |
2/13/2024, 10:54 AM |
Q3 2023 |
386 |
$907M |
+$24M |
-$32.1M |
-$8.08M |
ITOT, AAPL, SCHX, VTI, VV
|
13F-HR |
11/13/2023, 05:07 PM |
Q2 2023 |
393 |
$948M |
+$64.1M |
-$62.8M |
+$1.32M |
AAPL, ITOT, SCHX, VV, VTI
|
13F-HR |
8/15/2023, 03:38 PM |
Q1 2023 |
353 |
$880M |
+$135M |
-$123M |
+$11.4M |
ITOT, AAPL, SCHX, VV, VTI
|
13F-HR |
5/11/2023, 03:48 PM |
Q4 2022 |
342 |
$819M |
+$155M |
-$134M |
+$20.5M |
ITOT, AAPL, SCHX, VV, VTI
|
13F-HR |
2/10/2023, 02:55 PM |
Q3 2022 |
311 |
$779M |
+$68.6M |
-$59.7M |
+$8.87M |
ITOT, AAPL, VTI, SCHX, VV
|
13F-HR |
11/14/2022, 01:00 PM |
Q2 2022 |
324 |
$846M |
+$70.9M |
-$30.2M |
+$40.7M |
ITOT, AAPL, SCHX, VTI, VV
|
13F-HR |
8/15/2022, 12:33 PM |
Q1 2022 |
256 |
$774M |
+$188M |
-$128M |
+$59.8M |
ITOT, AAPL, VTI, SCHX, VV
|
13F-HR |
5/13/2022, 05:19 PM |
Q4 2021 |
345 |
$1.06B |
+$98.4M |
-$27M |
+$71.4M |
ITOT, AAPL, VTI, QQQ, SCHX
|
13F-HR |
2/17/2022, 09:54 AM |
Q3 2021 |
363 |
$940M |
+$48.4M |
-$563M |
-$514M |
ITOT, VTI, AAPL, QQQ, SCHX
|
13F-HR |
10/25/2021, 04:28 PM |
Q2 2021 |
355 |
$1.42B |
+$598M |
-$43.9M |
+$554M |
ITOT, VTI, SCHX, VV, QQQ
|
13F-HR |
8/9/2021, 10:14 AM |
Q1 2021 |
363 |
$849M |
+$217M |
-$89.8M |
+$127M |
ITOT, AAPL, VTI, SCHX, VV
|
13F-HR |
5/10/2021, 02:37 PM |
Q4 2020 |
273 |
$705M |
+$156M |
-$22.1M |
+$134M |
ITOT, VTI, AAPL, SCHX, VV
|
13F-HR |
2/12/2021, 02:34 PM |
Q3 2020 |
222 |
$541M |
+$173M |
-$41.9M |
+$131M |
ITOT, VTI, AAPL, VV, QQQ
|
13F-HR |
11/9/2020, 03:55 PM |
Q2 2020 |
203 |
$423M |
+$151M |
-$20.6M |
+$130M |
ITOT, VTI, AAPL, VV, PFF
|
Restatement |
8/3/2020, 12:12 PM |
Q1 2020 |
154 |
$283M |
+$58.9M |
-$113M |
-$54.5M |
ITOT, VTI, VV, SCHX, AAPL
|
13F-HR |
5/6/2020, 01:23 PM |
Q4 2019 |
225 |
$463M |
+$30.7M |
-$4.42M |
+$26.3M |
ITOT, VTI, VV, SCHX, AAPL
|
13F-HR |
1/28/2020, 08:48 AM |
Q3 2019 |
216 |
$419M |
+$29.5M |
-$17.4M |
+$12M |
ITOT, VTI, VV, SCHX, TIP
|
13F-HR |
10/15/2019, 07:05 AM |
Q2 2019 |
258 |
$429M |
+$113M |
-$97.1M |
+$15.5M |
ITOT, VTI, SCHX, VV, FVD
|
13F-HR |
8/13/2019, 10:40 AM |
Q1 2019 |
285 |
$450M |
+$109M |
-$74.8M |
+$34.1M |
ITOT, JPST, VTI, TIP, FLOT
|
13F-HR |
5/13/2019, 04:33 PM |
Q4 2018 |
250 |
$400M |
+$133M |
-$61.5M |
+$71.1M |
JPST, ITOT, VTI, FDL, SHYG
|
13F-HR |
2/11/2019, 03:26 PM |
Q3 2018 |
298 |
$473M |
+$60.2M |
-$16.6M |
+$43.6M |
ITOT, VTI, SHYG, FDL, EMB
|
13F-HR |
10/5/2018, 10:38 AM |
Q2 2018 |
291 |
$449M |
+$62.6M |
-$20.8M |
+$41.8M |
ITOT, VTI, SHYG, FDL, EMB
|
13F-HR |
8/1/2018, 09:22 AM |
Q1 2018 |
315 |
$446M |
+$208M |
-$30.4M |
+$178M |
ITOT, VTI, SHYG, FDL, EMB
|
13F-HR |
4/20/2018, 04:36 PM |
Q4 2017 |
228 |
$300M |
+$30.4M |
-$120M |
-$89.7M |
ITOT, VTI, FDL, TSLA, SHYG
|
13F-HR |
1/10/2018, 01:53 PM |
Q3 2017 |
280 |
$424M |
+$141M |
-$5.7M |
+$135M |
ITOT, VTI, PFF, SHYG, FDL
|
13F-HR |
11/3/2017, 10:42 AM |
Q2 2017 |
220 |
$296M |
+$35.3M |
-$83.6M |
-$48.2M |
ITOT, VTI, PFF, SHYG, FDL
|
13F-HR |
8/3/2017, 02:39 PM |
Q1 2017 |
253 |
$393M |
+$103M |
-$48.5M |
+$54.6M |
ITOT, VTI, PFF, SHYG, FDL
|
13F-HR |
5/8/2017, 09:51 AM |
Q4 2016 |
239 |
$336M |
+$67.3M |
-$11.2M |
+$56.1M |
VTI, PFF, FTC, FDL, FPE
|
13F-HR |
2/14/2017, 10:03 AM |
Q3 2016 |
216 |
$315M |
+$73.4M |
-$30.4M |
+$43M |
VTI, PFF, FTC, FDL, FPE
|
13F-HR |
11/9/2016, 10:37 AM |
Q2 2016 |
211 |
$330M |
+$70.1M |
-$15.7M |
+$54.4M |
VTI, BNDX, FTC, FDL, PFF
|
13F-HR |
8/5/2016, 03:20 PM |
Q1 2016 |
181 |
$316M |
+$106M |
-$28M |
+$77.9M |
VTI, BNDX, FTC, PFF, LQD
|
13F-HR |
4/14/2016, 02:37 PM |
Q4 2015 |
179 |
$308M |
+$80.2M |
-$14.3M |
+$65.9M |
IWB, BNDX, FTC, PFF, LQD
|
13F-HR |
1/26/2016, 01:48 PM |
Q3 2015 |
175 |
$268M |
+$41.1M |
-$50.3M |
-$9.2M |
BNDX, IWB, PFF, LQD, FV
|
Restatement |
11/12/2015, 08:56 AM |
Q2 2015 |
193 |
$333M |
+$46.6M |
-$10.2M |
+$36.4M |
IWB, RSPXXXX, BNDX, PFF, FV
|
13F-HR |
7/27/2015, 09:56 AM |
Q1 2015 |
216 |
$330M |
+$100M |
-$47.6M |
+$52.5M |
IWB, RSPXXXX, BNDX, PFF, FV
|
13F-HR |
5/1/2015, 03:56 PM |
Q4 2014 |
181 |
$298M |
+$107M |
-$24.9M |
+$82.6M |
IWB, PFF, BNDX, QQQXXXX, RPGXXXX
|
13F-HR |
2/2/2015, 01:16 PM |
Q3 2014 |
199 |
$273M |
+$46.3M |
-$8.56M |
+$37.8M |
IWB, PFF, QQQXXXX, AMJ, BNDX
|
13F-HR |
11/7/2014, 03:32 PM |
Q2 2014 |
200 |
$280M |
+$61.8M |
-$10.1M |
+$51.7M |
IWB, PFF, AMJ, QQQXXXX, BNDX
|
13F-HR |
7/24/2014, 12:41 PM |
Q1 2014 |
183 |
$256M |
+$124M |
-$30.4M |
+$93.9M |
IWB, PFF, AMJ, BNDX, QQQXXXX
|
13F-HR |
5/7/2014, 10:51 AM |
Q4 2013 |
171 |
$203M |
|
|
|
IWB, PFF, AMJ, IAUXXXX, HYG
|
13F-HR |
1/14/2014, 02:31 PM |