Q1 2025 |
25 |
$88.4M |
+$13.9M |
-$19.9M |
-$6.08M |
IVV, IJH, AGG, IWB, IJR
|
13F-HR |
4/9/2025, 08:29 PM |
Q4 2024 |
29 |
$98.8M |
$0 |
$0 |
|
IVV, IJR, AGG, MUB, IWB
|
13F-HR |
2/4/2025, 09:48 PM |
Q4 2021 |
34 |
$73.1M |
+$5.82M |
-$522K |
+$5.3M |
IVV, IJR, THRM, AGG, EFA
|
13F-HR |
1/24/2022, 12:40 PM |
Q3 2021 |
25 |
$63.6M |
+$1.23M |
-$3.86K |
+$1.23M |
IVV, IJR, AGG, THRM, EFG
|
13F-HR |
10/8/2021, 01:25 PM |
Q2 2021 |
22 |
$62.6M |
+$441K |
-$394K |
+$47.1K |
IVV, IJR, AGG, THRM, EFG
|
13F-HR |
7/19/2021, 12:12 PM |
Q1 2021 |
22 |
$58.6M |
+$4.44M |
-$11.5M |
-$7.08M |
IVV, IJR, AGG, THRM, EFG
|
13F-HR |
4/6/2021, 11:53 AM |
Q4 2020 |
24 |
$62.4M |
+$11.4M |
-$10.7M |
+$683K |
IVV, IJR, IAUXXXX, TIP, SLVP
|
13F-HR |
2/10/2021, 08:21 AM |
Q3 2020 |
33 |
$70M |
+$17.4M |
-$28M |
-$10.6M |
IVV, IJR, USMV, IEF, EEMV
|
13F-HR |
10/29/2020, 02:17 PM |
Q2 2020 |
31 |
$79.2M |
+$16.6M |
-$2.58M |
+$14M |
IVV, USMV, TLT, IJR, IEF
|
13F-HR |
8/11/2020, 05:16 PM |
Q1 2020 |
36 |
$74.5M |
+$23M |
-$4.84M |
+$18.2M |
TLT, DFND, USMV, DIVY, IAUXXXX
|
13F-HR |
5/12/2020, 02:34 PM |
Q4 2019 |
52 |
$118M |
+$20.9M |
-$2.94M |
+$18M |
DIVY, USMV, GARD, RING, EFAV
|
13F-HR |
2/6/2020, 08:01 AM |
Q3 2019 |
47 |
$96.3M |
+$1.91M |
-$13.4M |
-$11.5M |
DIVY, USMV, RING, EFAV, GARD
|
13F-HR |
11/6/2019, 12:51 PM |
Q2 2019 |
161 |
$110M |
+$18.8M |
-$3.74M |
+$15.1M |
FCAU, DIVY, USMV, EFAV, RING
|
13F-HR |
7/19/2019, 09:44 AM |
Q1 2019 |
177 |
$99M |
+$45.1M |
-$28.8M |
+$16.3M |
DIVY, USMV, EFAV, GARD, RING
|
13F-HR |
5/2/2019, 02:47 PM |
Q4 2018 |
155 |
$84.5M |
|
|
|
IJR, IJH, DIVY, HAP, GARD
|
13F-HR |
1/15/2019, 02:28 PM |