Q4 2024 |
24 |
$1.51B |
+$664M |
-$298M |
+$365M |
VOO, IEF, SCHP, BWX, GLD
|
13F-HR |
2/13/2025, 09:12 AM |
Q3 2024 |
24 |
$1.24B |
+$46M |
-$178M |
-$132M |
IEF, BBJP, SCHP, SPY, BWX
|
13F-HR |
11/12/2024, 08:35 AM |
Q2 2024 |
27 |
$1.31B |
$0 |
$0 |
|
IEF, BBJP, SCHP, SHY, SPY
|
13F-HR |
8/13/2024, 04:43 PM |
Q4 2022 |
425 |
$3.11B |
+$235M |
-$165M |
+$70.4M |
QUAL, MTUM, SPAB, RODM, IEI
|
13F-HR |
2/2/2023, 03:30 PM |
Q3 2022 |
413 |
$2.86B |
+$278M |
-$188M |
+$89.7M |
SPAB, IEI, QUAL, MTUM, RODM
|
13F-HR |
10/20/2022, 12:55 PM |
Q2 2022 |
416 |
$3.01B |
+$329M |
-$189M |
+$139M |
RODM, SPAB, QUAL, MTUM, USMV
|
13F-HR |
7/26/2022, 12:17 PM |
Q1 2022 |
417 |
$3.19B |
+$227M |
-$107M |
+$120M |
SPAB, RODM, QUAL, MTUM, IEI
|
13F-HR |
4/27/2022, 12:12 PM |
Q4 2021 |
417 |
$3.39B |
+$330M |
-$144M |
+$186M |
SPAB, RODM, QUAL, MTUM, IEI
|
13F-HR |
1/28/2022, 11:17 AM |
Q3 2021 |
408 |
$3.12B |
+$198M |
-$65M |
+$133M |
SPAB, QUAL, MTUM, IEI, RODM
|
13F-HR |
11/10/2021, 01:08 PM |
Q2 2021 |
388 |
$3.03B |
+$231M |
-$99.5M |
+$131M |
SPAB, QUAL, MTUM, RODM, IEI
|
13F-HR |
8/3/2021, 01:04 PM |
Q1 2021 |
375 |
$2.78B |
+$256M |
-$134M |
+$122M |
SPAB, QUAL, RODM, MTUM, IEI
|
13F-HR |
5/6/2021, 11:24 AM |
Q4 2020 |
354 |
$2.5B |
+$229M |
-$149M |
+$79.7M |
SPAB, RODM, QUAL, IEI, MTUM
|
Restatement |
2/11/2021, 01:21 PM |
Q3 2020 |
338 |
$2.21B |
+$118M |
-$60.3M |
+$58M |
RODM, SPAB, QUAL, IEI, SWAN
|
13F-HR |
11/4/2020, 11:44 AM |
Q2 2020 |
331 |
$2.07B |
+$177M |
-$97.1M |
+$80M |
SPAB, RODM, QUAL, IEI, MTUM
|
13F-HR |
8/12/2020, 02:51 PM |
Q1 2020 |
295 |
$1.78B |
+$101M |
-$71.1M |
+$29.7M |
SPAB, RODM, QUAL, IEI, SWAN
|
13F-HR |
5/11/2020, 01:47 PM |
Q4 2019 |
325 |
$2.14B |
+$366M |
-$244M |
+$122M |
SPAB, RODM, QUAL, MTUM, SWAN
|
13F-HR |
2/11/2020, 03:57 PM |
Q3 2019 |
314 |
$1.93B |
+$174M |
-$20.5M |
+$153M |
JPIN, SPAB, QUAL, MTUM, USMV
|
13F-HR |
11/13/2019, 01:55 PM |
Q2 2019 |
314 |
$1.85B |
+$162M |
-$72.2M |
+$89.6M |
JPIN, SPAB, QUAL, MTUM, USMV
|
13F-HR |
8/13/2019, 10:36 AM |
Q1 2019 |
300 |
$1.75B |
+$151M |
-$83.9M |
+$67.4M |
JPIN, SPAB, IEI, QUAL, VEA
|
13F-HR |
5/14/2019, 10:10 AM |
Q4 2018 |
299 |
$1.56B |
+$270M |
-$158M |
+$112M |
IEI, SPAB, JPIN, VEA, VTI
|
13F-HR |
2/14/2019, 02:11 PM |
Q3 2018 |
285 |
$1.66B |
+$119M |
-$43.8M |
+$74.8M |
VEA, SPAB, JPIN, IEI, IJH
|
13F-HR |
11/14/2018, 10:33 AM |
Q2 2018 |
268 |
$1.58B |
+$184M |
-$28.5M |
+$155M |
VEA, SPAB, IEI, JPIN, IJH
|
Restatement |
8/13/2018, 12:44 PM |
Q1 2018 |
258 |
$1.55B |
+$274M |
-$169M |
+$104M |
VEA, IEI, JPIN, SPAB, IJH
|
13F-HR |
5/4/2018, 11:00 AM |
Q4 2017 |
256 |
$1.5B |
+$124M |
-$102M |
+$21.6M |
JPIN, VEA, AGG, IJH, IGIB
|
13F-HR |
2/14/2018, 12:49 PM |
Q3 2017 |
249 |
$1.45B |
+$162M |
-$66.9M |
+$95.1M |
JPIN, VEA, VTI, IJH, IGIB
|
13F-HR |
11/13/2017, 03:39 PM |
Q2 2017 |
248 |
$1.33B |
+$75.3M |
-$24.5M |
+$50.8M |
JPIN, VEA, IVV, AGG, VTI
|
13F-HR |
8/8/2017, 03:24 PM |
Q1 2017 |
239 |
$1.26B |
+$111M |
-$23.4M |
+$87.2M |
VEA, JPIN, IVV, AGG, VTI
|
13F-HR |
5/11/2017, 11:11 AM |
Q4 2016 |
232 |
$1.15B |
+$160M |
-$77.9M |
+$81.6M |
IVV, VEA, JPIN, VTI, IGIB
|
13F-HR |
2/14/2017, 08:56 AM |
Q3 2016 |
210 |
$1.08B |
+$102M |
-$26.1M |
+$75.8M |
IVV, JPIN, VTI, AGG, VWO
|
13F-HR |
11/8/2016, 09:05 AM |
Q2 2016 |
198 |
$980M |
+$88.3M |
-$43.2M |
+$45.1M |
IVV, VTI, AGG, JPIN, VEA
|
13F-HR |
8/11/2016, 08:15 AM |
Q1 2016 |
210 |
$968M |
+$239M |
-$181M |
+$58.1M |
IVV, VTI, VWO, VEA, IEF
|
13F-HR |
5/6/2016, 11:00 AM |
Q4 2015 |
210 |
$907M |
+$74M |
-$34.6M |
+$39.4M |
IVV, IEI, DBEF, VTI, JNKXXXX
|
13F-HR |
2/10/2016, 10:41 AM |
Q3 2015 |
219 |
$882M |
+$36.9M |
-$6.58M |
+$30.3M |
IVV, IEI, DBEF, JNKXXXX, IGIB
|
13F-HR |
11/10/2015, 10:43 AM |
Q2 2015 |
212 |
$916M |
+$43.6M |
-$6.74M |
+$36.9M |
IVV, IEI, DBEF, JNKXXXX, IGIB
|
13F-HR |
8/12/2015, 03:49 PM |
Q1 2015 |
214 |
$898M |
+$320M |
-$175M |
+$146M |
IVV, IEI, JNKXXXX, DBEF, IGIB
|
13F-HR |
5/15/2015, 10:19 AM |
Q4 2014 |
175 |
$780M |
+$150M |
-$16.6M |
+$134M |
IVV, IEI, EWMCXXXX, RWO, IGIB
|
13F-HR |
2/9/2015, 10:42 AM |
Q3 2014 |
188 |
$757M |
+$75.3M |
-$7.14M |
+$68.2M |
IVV, IEI, EWMCXXXX, AMLPXXXX, IGIB
|
13F-HR |
11/6/2014, 02:05 PM |
Q2 2014 |
182 |
$714M |
+$125M |
-$56.7M |
+$68.5M |
IVV, IEI, VWO, EWMCXXXX, IGIB
|
13F-HR |
8/8/2014, 09:42 AM |
Q1 2014 |
171 |
$630M |
+$101M |
-$59.4M |
+$42M |
IVV, STIP, IGIB, VWO, EWMCXXXX
|
13F-HR |
5/12/2014, 09:48 AM |
Q4 2013 |
154 |
$572M |
|
|
|
VWO, STIP, IVV, IGIB, EWMCXXXX
|
13F-HR |
2/12/2014, 02:46 PM |