Q2 2020 |
930 |
$3.13B |
+$398M |
-$175M |
+$222M |
VTI, AGG, IWF, IXUS, ITOT
|
13F-HR |
7/30/2020, 01:27 PM |
Q1 2020 |
907 |
$2.51B |
+$214M |
-$208M |
+$6.08M |
VTI, AGG, IXUS, IWF, ITOT
|
13F-HR |
4/29/2020, 04:05 PM |
Q4 2019 |
950 |
$3.23B |
+$269M |
-$108M |
+$161M |
VTI, IXUS, IWF, AGG, ITOT
|
13F-HR |
2/18/2020, 02:58 PM |
Q3 2019 |
933 |
$2.92B |
+$316M |
-$101M |
+$215M |
VTI, IXUS, IWF, AGG, ITOT
|
13F-HR |
10/21/2019, 12:38 PM |
Q2 2019 |
931 |
$2.74B |
+$151M |
-$105M |
+$45.6M |
VTI, IXUS, IWF, AGG, SPY
|
13F-HR |
8/12/2019, 10:26 AM |
Q1 2019 |
919 |
$2.64B |
+$369M |
-$212M |
+$157M |
VTI, IXUS, IWF, AGG, SPY
|
13F-HR |
4/23/2019, 08:40 AM |
Q4 2018 |
861 |
$2.26B |
+$269M |
-$259M |
+$9.07M |
VTI, IWF, IXUS, AGG, SPY
|
13F-HR |
2/14/2019, 09:43 AM |
Q3 2018 |
975 |
$2.77B |
+$182M |
-$89.2M |
+$92.3M |
VTI, IWF, SPY, IXUS, AGG
|
13F-HR |
11/13/2018, 09:05 AM |
Q2 2018 |
989 |
$2.61B |
+$152M |
-$98.4M |
+$53.3M |
VTI, IWF, SPY, IXUS, AGG
|
13F-HR |
8/13/2018, 11:25 AM |
Q1 2018 |
986 |
$2.55B |
+$383M |
-$283M |
+$99.6M |
VTI, IWF, SPY, IXUS, AGG
|
13F-HR |
5/10/2018, 02:48 PM |
Q4 2017 |
976 |
$2.57B |
+$159M |
-$99.1M |
+$60.2M |
VTI, SPY, IWF, BND, VXUS
|
13F-HR |
2/14/2018, 01:08 PM |
Q3 2017 |
938 |
$2.41B |
+$362M |
-$139M |
+$223M |
VTI, SPY, IWF, BND, VXUS
|
13F-HR |
11/14/2017, 07:42 AM |
Q2 2017 |
635 |
$2.16B |
+$252M |
-$57.3M |
+$195M |
VTI, SPY, IWF, BND, VXUS
|
13F-HR |
8/14/2017, 11:21 AM |
Q1 2017 |
910 |
$2.14B |
+$450M |
-$91.8M |
+$359M |
VTI, SPY, IWF, BND, VXUS
|
13F-HR |
5/15/2017, 03:50 PM |
Q4 2016 |
660 |
$1.79B |
+$892M |
-$123M |
+$769M |
VTI, SPY, BND, IWF, VXUS
|
13F-HR |
2/14/2017, 01:09 PM |
Q3 2016 |
280 |
$1.04B |
+$141M |
-$125M |
+$16.5M |
BND, VTI, SPY, IWF, JNKXXXX
|
Restatement |
11/18/2016, 12:44 PM |
Q2 2016 |
245 |
$1.12B |
+$157M |
-$238M |
-$80.6M |
BND, JNKXXXX, VTI, IWF, SPY
|
13F-HR |
8/15/2016, 10:10 AM |
Q1 2016 |
237 |
$1.2B |
+$426M |
-$114M |
+$312M |
JNKXXXX, BND, IWF, SPY, RWM
|
13F-HR |
5/16/2016, 10:50 AM |
Q4 2015 |
200 |
$1.21B |
+$423M |
-$173M |
+$250M |
BND, EUM, IWF, TLT, SPY
|
13F-HR |
2/16/2016, 09:29 AM |
Q3 2015 |
111 |
$1.09B |
+$595M |
-$364M |
+$231M |
EUM, BND, IWF, TLT, SPY
|
13F-HR |
11/16/2015, 03:11 PM |
Q2 2015 |
88 |
$1.19B |
+$629M |
-$194M |
+$435M |
EUM, DXJ, REK, SPY, HEWG
|
13F-HR |
8/14/2015, 03:43 PM |
Q1 2015 |
135 |
$1.13B |
+$434M |
-$193M |
+$241M |
SHXXXX, EUM, DXJ, JNKXXXX, INDY
|
13F-HR |
5/15/2015, 12:29 PM |
Q4 2014 |
153 |
$1.25B |
+$516M |
-$80M |
+$436M |
EFZ, EDV, DXJ, PSPXXXX, TLT
|
13F-HR |
2/17/2015, 03:42 PM |
Q3 2014 |
126 |
$1.3B |
+$342M |
-$229M |
+$113M |
RWM, EFZ, DXJ, CX, PSQXXXX
|
13F-HR |
11/13/2014, 12:31 PM |
Q2 2014 |
136 |
$1.45B |
+$497M |
-$121M |
+$376M |
RWM, MYY, EFZ, DXJ, PSPXXXX
|
13F-HR |
8/8/2014, 04:49 PM |
Q1 2014 |
134 |
$1.24B |
+$372M |
-$153M |
+$219M |
RWM, EUM, DXJ, IWF, RYJ
|
13F-HR |
5/15/2014, 02:02 PM |
Q4 2013 |
138 |
$1.21B |
|
|
|
RWM, DXJ, EUFN, IWF, GEXXXX
|
13F-HR |
2/14/2014, 10:05 AM |