Q4 2024 |
970 |
$2.51B |
+$1.93B |
-$1.37B |
+$565M |
VXUS, IEUR, JPST, EWU, VGK
|
13F-HR |
2/14/2025, 11:09 AM |
Q3 2024 |
858 |
$1.97B |
+$1.36B |
-$1.48B |
-$112M |
XSOE, FBTC, EMB, EMXC, IVV
|
13F-HR |
11/14/2024, 04:24 PM |
Q2 2024 |
855 |
$2.03B |
+$1.34B |
-$1.2B |
+$133M |
VXUS, TLT, VWO, IEFA, GSY
|
13F-HR |
8/14/2024, 04:30 PM |
Q1 2024 |
734 |
$1.86B |
+$946M |
-$2.47B |
-$1.52B |
TQQQ, DIA, DBEU, SPY, GSY
|
13F-HR |
5/15/2024, 04:45 PM |
Q4 2023 |
763 |
$3.26B |
+$2.5B |
-$1.46B |
+$1.04B |
SPY, DIA, VXUS, QQQ, VPL
|
13F-HR |
2/14/2024, 02:32 PM |
Q3 2023 |
1,207 |
$2.13B |
+$1.34B |
-$1.46B |
-$118M |
IXUS, EZU, BBJP, VSGX, MUB
|
13F-HR |
11/14/2023, 01:45 PM |
Q2 2023 |
817 |
$2.3B |
+$1.37B |
-$970M |
+$403M |
ACWX, BIL, SPTI, VSGX, SPY
|
13F-HR |
8/9/2023, 04:14 PM |
Q1 2023 |
831 |
$2.47B |
+$1.78B |
-$656M |
+$1.12B |
IXUS, ACWI, VEU, URTH, SPTS
|
13F-HR |
5/12/2023, 03:17 PM |
Q4 2022 |
746 |
$1.98B |
+$1.41B |
-$595M |
+$813M |
VEU, BBEU, VXUS, SCHF, EMB
|
13F-HR |
2/14/2023, 02:45 PM |
Q3 2022 |
923 |
$1.83B |
+$1.2B |
-$426M |
+$777M |
IEFA, ACWI, VGK, SCHR, EMXC
|
13F-HR |
11/14/2022, 03:17 PM |
Q2 2022 |
777 |
$1.84B |
+$1.03B |
-$854M |
+$171M |
MUB, EFA, SHYG, CRBN, IXUS
|
13F-HR |
8/12/2022, 04:46 PM |
Q1 2022 |
767 |
$2.86B |
+$2.26B |
-$319M |
+$1.94B |
IXUS, IEMG, SPY, VEU, TLT
|
13F-HR |
5/13/2022, 04:53 PM |
Q4 2021 |
737 |
$1.86B |
|
|
|
VXUS, SCHF, IEFA, IWD, IEF
|
New Holdings |
2/16/2022, 10:31 AM |
Q4 2021 |
737 |
$1.86B |
+$1.21B |
-$746M |
+$460M |
VXUS, SCHF, IEFA, IWD, IEF
|
13F-HR |
2/14/2022, 03:26 PM |
Q3 2021 |
972 |
$2.49B |
+$1.76B |
-$1.25B |
+$511M |
SPY, EWJ, XSOE, VXUS, PXH
|
13F-HR |
11/15/2021, 04:56 PM |
Q2 2021 |
466 |
$917M |
$0 |
$0 |
|
ANGL, HYS, JNK, EPP, SCHP
|
New Holdings |
8/24/2021, 03:42 PM |
Q2 2021 |
929 |
$2B |
+$1.41B |
-$1.28B |
+$125M |
ANGL, ACWI, HYS, JNK, IEUR
|
Restatement |
8/24/2021, 03:38 PM |
Q1 2021 |
801 |
$1.85B |
+$1.34B |
-$964M |
+$375M |
HYG, QQQ, TLT, BBIN, SHYG
|
13F-HR |
5/17/2021, 04:23 PM |
Q4 2020 |
579 |
$1.44B |
+$1.06B |
-$293M |
+$768M |
VXUS, ACWI, IWM, IEFA, BBIN
|
13F-HR |
2/16/2021, 03:00 PM |
Q3 2020 |
498 |
$1.34B |
+$904M |
-$357M |
+$548M |
EMB, HYG, URTH, EFA, QQQ
|
13F-HR |
11/16/2020, 03:02 PM |
Q2 2020 |
418 |
$1.25B |
+$772M |
-$396M |
+$376M |
IXUS, VEA, SCHF, IEMG, URTH
|
13F-HR |
8/14/2020, 03:00 PM |
Q1 2020 |
345 |
$1.8B |
+$1.41B |
-$230M |
+$1.18B |
EFA, IVV, IEV, HYLS, URTH
|
13F-HR |
5/15/2020, 04:04 PM |
Q4 2019 |
272 |
$1.17B |
+$805M |
-$247M |
+$558M |
EFA, ACWI, JNK, SHY, ACWX
|
13F-HR |
2/14/2020, 02:08 PM |
Q3 2019 |
324 |
$1.42B |
+$1.08B |
-$486M |
+$594M |
IEMG, VWO, NEAR, USHY, ACWI
|
13F-HR |
11/14/2019, 02:47 PM |
Q2 2019 |
269 |
$1.51B |
+$1.04B |
-$723M |
+$315M |
IEFA, HYG, EZU, GSY, EFA
|
13F-HR |
8/14/2019, 03:23 PM |
Q1 2019 |
303 |
$1.74B |
+$1.21B |
-$715M |
+$492M |
TLT, VT, IEMG, JNKXXXX, EEM
|
13F-HR |
5/15/2019, 03:24 PM |
Q4 2018 |
277 |
$1.64B |
+$1.28B |
-$197M |
+$1.08B |
EWJ, JNKXXXX, VGK, MINT, DBEF
|
13F-HR |
2/13/2019, 03:12 PM |
Q3 2018 |
240 |
$846M |
+$653M |
-$171M |
+$483M |
VGK, HYG, SPY, JPST, EWT
|
13F-HR |
11/14/2018, 11:40 AM |
Q2 2018 |
193 |
$1.02B |
+$664M |
-$370M |
+$294M |
VEA, EFA, AAXJ, SCHE, MCHI
|
13F-HR |
8/14/2018, 01:46 PM |
Q1 2018 |
210 |
$1.28B |
+$996M |
-$719M |
+$276M |
EFA, JNKXXXX, EWJ, IEUR, DBEF
|
13F-HR |
5/14/2018, 04:29 PM |
Q4 2017 |
160 |
$1.08B |
+$720M |
-$260M |
+$460M |
SPY, ACWI, IEV, OILNF, SCHF
|
13F-HR |
2/13/2018, 01:54 PM |
Q3 2017 |
202 |
$904M |
+$554M |
-$625M |
-$71.4M |
EFA, ACWI, IEUR, SCHF, JNKXXXX
|
13F-HR |
11/14/2017, 11:46 AM |
Q2 2017 |
209 |
$1.28B |
+$715M |
-$351M |
+$364M |
EMB, JNKXXXX, HYG, USOXXXX, IEFA
|
13F-HR |
8/14/2017, 12:26 PM |
Q1 2017 |
292 |
$1.19B |
+$684M |
-$315M |
+$369M |
JNKXXXX, EMB, HYG, SHYG, SCHE
|
13F-HR |
5/15/2017, 01:31 PM |
Q4 2016 |
487 |
$1.62B |
+$1.15B |
-$299M |
+$851M |
IWM, SPY, EMB, HYS, JNKXXXX
|
13F-HR |
2/14/2017, 11:43 AM |
Q3 2016 |
384 |
$1.05B |
+$588M |
-$395M |
+$193M |
JNKXXXX, EMB, EEM, SJB, XIV
|
13F-HR |
11/15/2016, 11:00 AM |
Q2 2016 |
283 |
$1.11B |
+$607M |
-$345M |
+$262M |
EFA, HYS, SJNK, EMB, EWJXXXX
|
13F-HR |
8/15/2016, 10:15 AM |
Q1 2016 |
233 |
$980M |
+$691M |
-$176M |
+$515M |
HYS, HYLS, AAXJ, EFA, IEV
|
13F-HR |
5/12/2016, 10:37 AM |
Q4 2015 |
216 |
$563M |
+$442M |
-$99.1M |
+$342M |
EEM, IEMG, DBEF, VWO, HYS
|
13F-HR |
2/11/2016, 10:40 AM |
Q3 2015 |
162 |
$393M |
+$264M |
-$218M |
+$46M |
EFA, ACWI, EWJXXXX, VGK, HEFA
|
13F-HR |
11/12/2015, 09:21 AM |
Q2 2015 |
180 |
$505M |
+$394M |
-$193M |
+$201M |
EEM, EFA, UVXYXXXX, IWM, VXXXXXX
|
13F-HR |
8/12/2015, 10:53 AM |
Q1 2015 |
169 |
$477M |
+$153M |
-$361M |
-$209M |
EFA, ACWI, XIV, EWTXXXX, UVXYXXXX
|
13F-HR |
5/14/2015, 11:31 AM |
Q4 2014 |
172 |
$873M |
+$649M |
-$191M |
+$458M |
EFA, EWJXXXX, EWUXXXX, XIV, VXXXXXX
|
13F-HR |
2/10/2015, 10:59 AM |
Q3 2014 |
175 |
$804M |
+$667M |
-$188M |
+$479M |
EEM, EWUXXXX, VXXXXXX, FEZ, VGK
|
13F-HR |
11/12/2014, 10:46 AM |
Q2 2014 |
165 |
$542M |
+$399M |
-$284M |
+$114M |
EZU, VGK, EWY, VWO, ACWI
|
13F-HR |
8/13/2014, 11:45 AM |
Q1 2014 |
162 |
$729M |
+$420M |
-$160M |
+$260M |
VWO, 6699SC, EDZ, EFG, XIV
|
13F-HR |
5/14/2014, 01:04 PM |
Q4 2013 |
179 |
$883M |
|
|
|
VWO, EWJXXXX, EFA, VGK, VXXXXXX
|
13F-HR |
2/14/2014, 08:36 AM |