Q4 2024 |
2 |
$149M |
+$15.8M |
-$43.8M |
-$28M |
ITOT, VTI
|
13F-HR |
2/12/2025, 06:05 AM |
Q3 2024 |
12 |
$173M |
+$6.61M |
-$5.25M |
+$1.36M |
ITOT, VTI, IEUR, VGT, IGF
|
13F-HR |
11/8/2024, 02:51 PM |
Q2 2024 |
15 |
$162M |
+$7.77M |
-$7.18M |
+$595K |
ITOT, VTI, IEUR, VGT, IGF
|
13F-HR |
7/26/2024, 11:11 AM |
Q1 2024 |
16 |
$157M |
+$1.55M |
-$14.1M |
-$12.6M |
VTI, ITOT, VTWO, VGT, IGF
|
13F-HR |
5/14/2024, 11:18 AM |
Q4 2023 |
17 |
$156M |
|
|
|
VTI, ITOT, VTWO, VGT, IGF
|
13F-HR |
2/13/2024, 02:08 PM |
Q3 2023 |
17 |
$140M |
|
|
|
VTI, ITOT, VTWO, VGT, IGF
|
13F-HR |
11/14/2023, 11:49 AM |
Q2 2023 |
17 |
$146M |
+$699K |
|
+$699K |
VTI, ITOT, VTWO, VGT, IGF
|
13F-HR |
8/14/2023, 12:52 PM |
Q1 2023 |
17 |
$135M |
+$2.48M |
|
+$2.48M |
VTI, ITOT, VTWO, IGF, VGT
|
13F-HR |
4/27/2023, 03:13 PM |
Q4 2022 |
13 |
$125M |
+$343K |
|
+$343K |
VTI, ITOT, VTWO, IGF, IEMG
|
13F-HR |
2/8/2023, 03:36 PM |
Q3 2022 |
13 |
$117M |
|
|
|
VTI, ITOT, VTWO, IGF, IEMG
|
13F-HR |
11/14/2022, 08:00 AM |
Q2 2022 |
13 |
$123M |
|
-$18.9M |
-$18.9M |
VTI, ITOT, VTWO, IGF, IEMG
|
13F-HR |
8/12/2022, 10:51 AM |
Q1 2022 |
13 |
$170M |
+$4.34M |
|
+$4.34M |
VTI, ITOT, VTWO, IGF, VGT
|
13F-HR |
5/12/2022, 11:00 AM |
Q4 2021 |
13 |
$181M |
|
|
|
VTI, ITOT, VTWO, IEFA, VGT
|
13F-HR |
2/14/2022, 09:59 AM |
Q3 2021 |
13 |
$167M |
+$67.4M |
-$76.3M |
-$8.85M |
VTI, ITOT, VTWO, IEFA, VGT
|
13F-HR |
11/9/2021, 02:50 PM |
Q2 2021 |
13 |
$177M |
+$6.33M |
-$518K |
+$5.81M |
ITOT, VTWO, VGT, IGF, IEFA
|
13F-HR |
8/13/2021, 01:00 PM |
Q1 2021 |
14 |
$165M |
+$1.55M |
-$18.1M |
-$16.5M |
ITOT, VTWO, IGF, VGT, IEFA
|
13F-HR |
4/27/2021, 09:22 AM |
Q4 2020 |
12 |
$170M |
|
|
|
ITOT, VTWO, IGF, VGT, IEFA
|
13F-HR |
2/16/2021, 09:35 AM |
Q3 2020 |
12 |
$148M |
|
|
|
ITOT, VTWO, IGF, VGT, IEFA
|
13F-HR |
11/10/2020, 06:21 PM |
Q2 2020 |
12 |
$137M |
+$59.6M |
-$7.84M |
+$51.7M |
ITOT, VTWO, IGF, VGT, IEFA
|
13F-HR |
8/6/2020, 03:56 PM |
Q1 2020 |
3 |
$85.1M |
|
|
|
ITOT, IJH, IEFA
|
13F-HR |
5/20/2020, 03:07 PM |
Q4 2019 |
3 |
$111M |
|
|
|
ITOT, IJH, IEFA
|
13F-HR |
2/14/2020, 11:15 AM |
Q3 2019 |
3 |
$103M |
|
|
|
ITOT, IJH, IEFA
|
13F-HR |
11/8/2019, 11:51 AM |
Q2 2019 |
24 |
$107M |
+$510K |
-$370K |
+$140K |
ITOT, IJH, IEFA, T, WBA
|
13F-HR |
8/14/2019, 12:30 PM |
Q1 2019 |
24 |
$104M |
+$239K |
-$784K |
-$546K |
ITOT, IJH, IEFA, T, BRKB
|
13F-HR |
5/15/2019, 02:22 PM |
Q4 2018 |
24 |
$92.4M |
+$318K |
-$153K |
+$165K |
ITOT, IJH, IEFA, T, WFC
|
13F-HR |
2/14/2019, 10:37 AM |
Q3 2018 |
26 |
$109M |
+$104M |
-$782K |
+$103M |
ITOT, IJH, IEFA, WFC, C
|
13F-HR |
11/14/2018, 10:56 AM |
Q2 2018 |
24 |
$70.3M |
+$65.3M |
-$602K |
+$64.7M |
RWR, WFC, C, AZO, BRKB
|
13F-HR |
7/31/2018, 01:46 PM |
Q1 2018 |
108 |
$108M |
+$7.73M |
-$2.01M |
+$5.73M |
SPG, PSA, GGP, AVB, EQR
|
13F-HR |
5/14/2018, 01:10 PM |
Q4 2017 |
108 |
$113M |
+$2.23M |
-$13.8M |
-$11.5M |
SPG, PSA, GGP, MAC, AVB
|
13F-HR |
2/14/2018, 11:19 AM |
Q3 2017 |
109 |
$121M |
+$10.6M |
-$4.15M |
+$6.43M |
SPG, PSA, GGP, AVB, EQR
|
13F-HR |
11/14/2017, 11:53 AM |
Q2 2017 |
111 |
$120M |
+$11.3M |
-$5.64M |
+$5.66M |
SPG, PSA, GGP, EQR, AVB
|
13F-HR |
8/1/2017, 12:02 PM |
Q1 2017 |
111 |
$117M |
+$11.3M |
-$6.12M |
+$5.22M |
SPG, PSA, AVB, EQR, GGP
|
13F-HR |
5/15/2017, 01:32 PM |
Q4 2016 |
110 |
$119M |
+$12.6M |
-$8.98M |
+$3.63M |
SPG, PSA, AVB, EQR, EXR
|
13F-HR |
2/14/2017, 12:50 PM |
Q3 2016 |
105 |
$122M |
+$11.4M |
-$14.5M |
-$3.05M |
SPG, PSA, AVB, VTR, HCP
|
13F-HR |
11/14/2016, 12:14 PM |
Q2 2016 |
105 |
$135M |
+$12.6M |
-$13.3M |
-$667K |
SPG, PSA, AVB, VTR, EQR
|
13F-HR |
8/10/2016, 05:04 PM |
Q1 2016 |
106 |
$132M |
+$8.07M |
-$9.45M |
-$1.37M |
SPG, PSA, AVB, VTR, EQR
|
13F-HR |
5/16/2016, 09:23 AM |
Q4 2015 |
105 |
$127M |
+$11.9M |
-$4.84M |
+$7.06M |
SPG, PSA, VTR, AVB, EQR
|
13F-HR |
2/16/2016, 11:26 AM |
Q3 2015 |
106 |
$117M |
+$19.7M |
-$4.2M |
+$15.5M |
SPG, PSA, EQR, VTR, AVB
|
13F-HR |
11/12/2015, 02:35 PM |
Q2 2015 |
102 |
$105M |
+$16.3M |
-$5.33M |
+$11M |
SPG, PSA, VTR, AVB, EQR
|
13F-HR |
8/5/2015, 03:21 PM |
Q1 2015 |
103 |
$107M |
+$15.6M |
-$4.25M |
+$11.3M |
SPG, PSA, VTR, HCP, EQR
|
13F-HR |
5/12/2015, 12:41 PM |
Q4 2014 |
114 |
$96.6M |
+$10.7M |
-$20.9M |
-$10.2M |
SPG, PSA, VTR, EQR, HCP
|
13F-HR |
2/12/2015, 10:06 AM |
Q3 2014 |
127 |
$99.9M |
+$15.7M |
-$21.9M |
-$6.19M |
LQD, SPG, PSA, VTR, HCP
|
13F-HR |
11/10/2014, 02:30 PM |
Q2 2014 |
125 |
$111M |
+$9.83M |
-$11.6M |
-$1.79M |
LQD, SPG, PSA, VTR, VNO
|
13F-HR |
7/30/2014, 11:21 AM |
Q1 2014 |
123 |
$108M |
+$8.93M |
-$5.84M |
+$3.09M |
LQD, SPG, VNO, CBLAQ, HPT
|
13F-HR |
5/15/2014, 01:53 PM |
Q4 2013 |
123 |
$101M |
|
|
|
LQD, SPG, VNO, HPT, CBLAQ
|
13F-HR |
2/14/2014, 01:55 PM |