Q4 2024 |
|
|
|
|
|
|
13F-NT |
2/14/2025, 02:19 PM |
Q3 2024 |
|
|
|
|
|
|
13F-NT |
11/14/2024, 04:08 PM |
Q2 2024 |
2,148 |
$5.69B |
+$508M |
-$258M |
+$250M |
AAPL, MSFT, XMHQ, HYBB, IUSG
|
13F-HR |
8/12/2024, 05:08 PM |
Q1 2024 |
2,037 |
$5.49B |
+$546M |
-$331M |
+$216M |
AAPL, XMHQ, MSFT, HYBB, CALF
|
13F-HR |
4/29/2024, 03:42 PM |
Q4 2023 |
2,019 |
$4.97B |
+$2.37B |
-$254M |
+$2.12B |
AAPL, MSFT, XMHQ, SCHF, CALF
|
13F-HR |
2/6/2024, 12:29 PM |
Q3 2023 |
1,779 |
$2.6B |
+$237M |
-$164M |
+$73.1M |
SPDW, MDYV, SCHF, MDYG, XONE
|
13F-HR |
11/13/2023, 10:52 AM |
Q2 2023 |
1,796 |
$2.63B |
+$294M |
-$147M |
+$147M |
SPDW, MDYV, SCHF, MDYG, AAPL
|
13F-HR |
8/15/2023, 11:07 AM |
Q1 2023 |
1,723 |
$2.38B |
+$441M |
-$328M |
+$113M |
SPDW, MDYV, SCHF, AAPL, HYBB
|
13F-HR |
4/27/2023, 11:11 AM |
Q4 2022 |
1,771 |
$2.23B |
+$451M |
-$340M |
+$111M |
HYBB, SHY, MDYV, SCHF, AAPL
|
13F-HR |
2/7/2023, 01:01 PM |
Q3 2022 |
1,753 |
$1.99B |
+$221M |
-$153M |
+$67.9M |
AAPL, HYBB, IBTK, SLYV, SCHF
|
13F-HR |
10/28/2022, 04:03 PM |
Q2 2022 |
1,742 |
$2.07B |
+$326M |
-$171M |
+$155M |
SPDW, AAPL, SLYV, SCHF, PDBC
|
13F-HR |
8/12/2022, 10:47 AM |
Q1 2022 |
1,702 |
$2.23B |
+$305M |
-$184M |
+$122M |
SPDW, AAPL, SLYV, IUSG, IUSV
|
13F-HR |
5/4/2022, 11:38 AM |
Q4 2021 |
1,664 |
$2.24B |
+$235M |
-$85.4M |
+$150M |
SPDW, SPYV, AAPL, SLYV, IUSG
|
13F-HR |
2/7/2022, 11:16 AM |
Q3 2021 |
1,686 |
$1.99B |
+$174M |
-$121M |
+$52.2M |
SPDW, SPYV, SLYV, IUSG, AAPL
|
13F-HR |
11/2/2021, 03:05 PM |
Q2 2021 |
1,664 |
$1.96B |
+$235M |
-$227M |
+$7.58M |
SPDW, SPYV, SLYV, AAPL, IUSG
|
13F-HR |
8/11/2021, 10:56 AM |
Q1 2021 |
1,657 |
$1.86B |
+$263M |
-$179M |
+$84.1M |
SPDW, SPYV, SLYV, VCIT, IUSV
|
13F-HR |
5/14/2021, 01:31 PM |
Q4 2020 |
1,557 |
$1.68B |
+$184M |
-$152M |
+$32.2M |
SPYV, SPYG, IAUXXXX, AAPL, VCIT
|
13F-HR |
2/12/2021, 06:22 PM |
Q3 2020 |
1,603 |
$1.48B |
+$168M |
-$91.2M |
+$77.2M |
SPYG, AAPL, SPYV, VCIT, IAUXXXX
|
13F-HR |
11/13/2020, 08:50 AM |
Q2 2020 |
1,616 |
$1.38B |
+$278M |
-$252M |
+$25.9M |
SPYG, MDYG, AAPL, VCIT, IAUXXXX
|
13F-HR |
8/14/2020, 10:08 AM |
Q1 2020 |
1,646 |
$1.17B |
+$135M |
-$106M |
+$29.5M |
VCIT, TLT, IAUXXXX, IVE, IVW
|
13F-HR |
5/7/2020, 12:04 PM |
Q4 2019 |
1,819 |
$1.42B |
+$190M |
-$114M |
+$75.5M |
IVE, VCIT, IVW, TLT, IJJ
|
13F-HR |
2/6/2020, 02:52 PM |
Q3 2019 |
1,796 |
$1.28B |
+$152M |
-$68.3M |
+$83.6M |
IJJ, IJK, IVW, IVE, VCIT
|
13F-HR |
11/5/2019, 10:42 AM |
Q2 2019 |
1,857 |
$1.19B |
+$147M |
-$76.8M |
+$70.5M |
IVW, IVE, IJK, IJJ, VCIT
|
13F-HR |
8/8/2019, 04:42 PM |
Q1 2019 |
1,667 |
$1.1B |
+$144M |
-$88.6M |
+$55.7M |
IVW, IVE, IJK, IJJ, VCIT
|
13F-HR |
5/15/2019, 04:19 PM |
Q4 2018 |
1,653 |
$964M |
+$164M |
-$110M |
+$54.6M |
IVW, IJT, IVE, VCIT, VTI
|
13F-HR |
1/31/2019, 04:22 PM |
Q3 2018 |
1,554 |
$1.06B |
+$66.9M |
-$55.1M |
+$11.8M |
IVW, IVE, VCIT, IJT, VWO
|
13F-HR |
10/29/2018, 01:00 PM |
Q2 2018 |
1,557 |
$1.02B |
+$117M |
-$72M |
+$45.1M |
IVW, IVE, VCIT, VWO, IJT
|
13F-HR |
7/19/2018, 01:59 PM |
Q1 2018 |
1,562 |
$982M |
+$182M |
-$134M |
+$47.4M |
IVW, VWO, IVE, VCIT, IJK
|
13F-HR |
4/17/2018, 03:15 PM |
Q4 2017 |
1,538 |
$958M |
+$138M |
-$43.5M |
+$94.8M |
VWO, VTI, VCIT, IYW, IJJ
|
13F-HR |
1/17/2018, 01:11 PM |
Q3 2017 |
1,493 |
$831M |
+$133M |
-$82M |
+$51M |
VWO, VTI, IJJ, IJK, IYW
|
13F-HR |
10/24/2017, 12:04 PM |
Q2 2017 |
1,417 |
$766M |
+$117M |
-$39.2M |
+$77.9M |
IYW, IJJ, IJK, VTI, BND
|
13F-HR |
7/26/2017, 04:10 PM |
Q1 2017 |
1,311 |
$680M |
+$124M |
-$74.2M |
+$50.2M |
IWS, IJJ, IYF, IYW, VTI
|
13F-HR |
5/4/2017, 10:54 AM |
Q4 2016 |
1,200 |
$611M |
+$101M |
-$52.6M |
+$48.8M |
IJJ, IYW, IJK, VTI, VWO
|
13F-HR |
1/18/2017, 11:14 AM |
Q3 2016 |
1,090 |
$566M |
+$79.9M |
-$31.4M |
+$48.5M |
TLT, IJJ, VCLT, IYW, VTI
|
13F-HR |
10/24/2016, 05:00 PM |
Q2 2016 |
1,047 |
$513M |
+$59.8M |
-$33.5M |
+$26.3M |
IJK, IJJ, TLT, VCLT, REZ
|
13F-HR |
7/8/2016, 06:17 PM |
Q1 2016 |
1,050 |
$483M |
+$47.3M |
-$32.6M |
+$14.8M |
IJJ, IJK, VCLT, TLT, IYW
|
13F-HR |
4/13/2016, 11:43 AM |
Q4 2015 |
1,094 |
$463M |
+$43.7M |
-$45M |
-$1.32M |
IJK, IJJ, VCLT, TLT, IYW
|
13F-HR |
1/12/2016, 01:52 PM |
Q3 2015 |
1,097 |
$457M |
+$39.4M |
-$43.7M |
-$4.34M |
IJK, IWP, IJJ, VCLT, IYW
|
13F-HR |
10/16/2015, 02:55 PM |
Q2 2015 |
1,127 |
$502M |
+$61.9M |
-$22.6M |
+$39.3M |
IJK, IWP, IJJ, VCLT, IYW
|
13F-HR |
7/10/2015, 12:21 PM |
Q1 2015 |
1,104 |
$477M |
+$93.3M |
-$51.6M |
+$41.7M |
IJK, IWP, IJJ, VCLT, IYW
|
13F-HR |
4/14/2015, 10:49 AM |
Q4 2014 |
994 |
$431M |
+$63.7M |
-$37.9M |
+$25.8M |
IJK, IJJ, IWO, LQD, IYW
|
13F-HR |
2/6/2015, 11:43 AM |
Q3 2014 |
955 |
$401M |
+$56.5M |
-$38.6M |
+$17.9M |
IJK, LQD, IJJ, IYW, IGLB
|
13F-HR |
11/6/2014, 09:20 AM |
Q2 2014 |
902 |
$393M |
+$47.9M |
-$24.9M |
+$23M |
IJJ, IJK, LQD, IYW, IGLB
|
13F-HR |
7/21/2014, 05:25 PM |
Q1 2014 |
869 |
$365M |
+$91M |
-$23.6M |
+$67.4M |
IJJ, IJK, LQD, VNQ, RWR
|
13F-HR |
4/14/2014, 03:08 PM |
Q4 2013 |
905 |
$297M |
|
|
|
VNQ, IJK, LQD, IYW, VTI
|
13F-HR |
1/15/2014, 03:59 PM |