Q2 2025 |
132 |
$977M |
+$23.3M |
-$34.2M |
-$10.8M |
VTV, VO, VTI, VUG, VONG
|
13F-HR |
7/25/2025, 06:08 PM |
Q1 2025 |
124 |
$903M |
+$12.3M |
-$17.7M |
-$5.41M |
VTV, VTI, VO, VOO, VUG
|
13F-HR |
4/23/2025, 06:21 PM |
Q4 2024 |
128 |
$949M |
+$96.5M |
-$2.99M |
+$93.5M |
VTI, VTV, VO, VUG, VOO
|
13F-HR |
1/24/2025, 11:38 AM |
Q3 2024 |
122 |
$907M |
+$10.5M |
-$5.5M |
+$4.98M |
VTV, VTI, VO, VUG, VOO
|
13F-HR |
10/28/2024, 03:06 PM |
Q2 2024 |
112 |
$851M |
+$24.8M |
-$2.7M |
+$22.1M |
VTV, VTI, VO, VUG, VOO
|
13F-HR |
7/22/2024, 01:37 PM |
Q1 2024 |
114 |
$811M |
+$40.2M |
-$7.21M |
+$33M |
VTV, VTI, VO, VUG, VOO
|
13F-HR |
4/26/2024, 12:12 PM |
Q4 2023 |
106 |
$742M |
+$18.2M |
-$11.6M |
+$6.52M |
VTV, VTI, VO, VUG, VOO
|
13F-HR |
2/2/2024, 01:00 PM |
Q3 2023 |
108 |
$660M |
+$12.2M |
-$7.06M |
+$5.18M |
VTV, VTI, VO, VUG, VONG
|
13F-HR |
10/24/2023, 11:23 AM |
Q2 2023 |
117 |
$684M |
+$43.3M |
-$32.5M |
+$10.8M |
VTV, VO, VTI, VUG, VONG
|
13F-HR |
7/31/2023, 01:06 PM |
Q1 2023 |
114 |
$628M |
+$38.6M |
-$21.1M |
+$17.6M |
VTV, VO, VTI, VOO, IWD
|
13F-HR |
4/19/2023, 05:00 PM |
Q4 2022 |
112 |
$573M |
+$74.1M |
-$60.8M |
+$13.2M |
VTV, VO, VTI, IWD, VOO
|
13F-HR |
1/30/2023, 03:21 PM |
Q3 2022 |
101 |
$526M |
+$24.4M |
-$6.06M |
+$18.4M |
IAU, VTV, VO, IWD, IWF
|
13F-HR |
10/31/2022, 05:08 PM |
Q2 2022 |
105 |
$543M |
+$89.8M |
-$1.45M |
+$88.4M |
IAU, VTV, VO, IWD, IWF
|
13F-HR |
7/20/2022, 03:07 PM |
Q1 2022 |
120 |
$634M |
+$22.4M |
-$14M |
+$8.39M |
IAUXXXX, VTV, VO, IWD, IWF
|
13F-HR |
5/5/2022, 03:45 PM |
Q4 2021 |
132 |
$672M |
+$14.6M |
-$3.29M |
+$11.3M |
IAUXXXX, VO, VTV, IWF, IWD
|
13F-HR |
1/18/2022, 01:00 PM |
Q3 2021 |
127 |
$613M |
+$15M |
-$12.4M |
+$2.53M |
IAUXXXX, VO, VTV, IWF, IWD
|
13F-HR |
10/13/2021, 05:07 PM |
Q2 2021 |
130 |
$611M |
+$41.3M |
-$65.4M |
-$24.2M |
IAUXXXX, VO, VTV, IWF, IWD
|
13F-HR |
7/16/2021, 11:15 AM |
Q1 2021 |
130 |
$559M |
+$23.6M |
-$6.93M |
+$16.6M |
IAUXXXX, VTV, VO, IWD, IWF
|
13F-HR |
4/14/2021, 11:57 AM |
Q4 2020 |
111 |
$520M |
+$24.4M |
-$5.02M |
+$19.4M |
IAUXXXX, VO, VTV, IWF, IWD
|
13F-HR |
1/26/2021, 11:07 AM |
Q3 2020 |
100 |
$448M |
+$34.5M |
-$2M |
+$32.5M |
IAUXXXX, IWF, VTV, VO, IWD
|
13F-HR |
10/7/2020, 04:27 PM |
Q2 2020 |
97 |
$399M |
+$14.1M |
-$7.86M |
+$6.27M |
IAUXXXX, VTV, IWF, VO, IWD
|
13F-HR |
7/9/2020, 04:02 PM |
Q1 2020 |
88 |
$324M |
+$4.26M |
-$7.25M |
-$2.98M |
IAUXXXX, VTV, VO, IWD, IWF
|
13F-HR |
4/9/2020, 01:08 PM |
Q4 2019 |
104 |
$403M |
+$19.7M |
-$2.18M |
+$17.6M |
IAUXXXX, VO, VTV, IWD, IWF
|
13F-HR |
1/8/2020, 09:44 AM |
Q3 2019 |
86 |
$358M |
+$11.2M |
-$1.6M |
+$9.59M |
IAUXXXX, VO, VTV, IWD, SCHM
|
13F-HR |
10/2/2019, 06:11 PM |
Q2 2019 |
83 |
$344M |
+$20.1M |
-$1.2M |
+$18.9M |
IAUXXXX, VO, VTV, IWD, SCHM
|
13F-HR |
7/16/2019, 10:59 AM |
Q1 2019 |
82 |
$314M |
+$23.6M |
-$53.9M |
-$30.2M |
VO, IWD, VTV, IWF, SCHM
|
13F-HR |
4/4/2019, 05:28 PM |
Q4 2018 |
79 |
$304M |
+$7.34M |
-$14.1M |
-$6.74M |
IWD, VTV, VO, VTI, IWF
|
13F-HR |
1/17/2019, 10:31 AM |
Q3 2018 |
85 |
$368M |
+$4.92M |
-$11.4M |
-$6.51M |
IWD, VO, VTV, IWF, VTI
|
13F-HR |
10/9/2018, 10:55 AM |
Q2 2018 |
83 |
$352M |
+$32.4M |
-$12.3M |
+$20.1M |
IWD, VO, VTV, IWF, VTI
|
13F-HR |
7/9/2018, 05:47 PM |
Q1 2018 |
81 |
$324M |
+$13.5M |
-$10M |
+$3.47M |
IWF, IWD, VO, VTV, VTI
|
13F-HR |
4/5/2018, 04:45 PM |
Q4 2017 |
85 |
$327M |
+$9.91M |
-$4.21M |
+$5.7M |
IWF, IWD, VO, VTV, VUG
|
13F-HR |
1/12/2018, 03:18 PM |
Q3 2017 |
75 |
$303M |
+$7.15M |
-$7.2M |
-$43.2K |
IWF, IWD, VO, VTV, VTI
|
13F-HR |
10/10/2017, 05:32 PM |
Q2 2017 |
80 |
$294M |
+$7.25M |
-$6.66M |
+$595K |
IWF, IWD, VO, VTV, VTI
|
13F-HR |
7/13/2017, 05:07 PM |
Q1 2017 |
81 |
$287M |
+$5.54M |
-$2.98M |
+$2.56M |
IWF, IWD, VO, VTV, VTI
|
13F-HR |
4/7/2017, 12:19 PM |
Q4 2016 |
82 |
$270M |
+$15.1M |
-$4.23M |
+$10.9M |
IWF, IWD, VO, VTV, VTI
|
13F-HR |
1/18/2017, 04:55 PM |
Q3 2016 |
81 |
$254M |
+$15M |
-$5.68M |
+$9.36M |
IWF, IWD, VO, VTV, VTI
|
13F-HR |
10/7/2016, 04:24 PM |
Q2 2016 |
81 |
$237M |
+$8.21M |
-$2.29M |
+$5.92M |
IWF, IWD, VO, VTV, VTI
|
13F-HR |
7/7/2016, 04:29 PM |
Q1 2016 |
85 |
$229M |
+$11.3M |
-$4.95M |
+$6.34M |
IWF, IWD, VO, SPY, VTI
|
13F-HR |
4/5/2016, 03:01 PM |
Q4 2015 |
87 |
$222M |
+$14.1M |
-$2.42M |
+$11.6M |
IWF, IWD, VO, SPY, VTI
|
13F-HR |
1/20/2016, 03:43 PM |
Q3 2015 |
81 |
$200M |
+$18.4M |
-$11.9M |
+$6.54M |
IWF, IWD, VO, SPY, VTI
|
13F-HR |
10/8/2015, 02:21 PM |
Q2 2015 |
83 |
$212M |
+$18.6M |
-$11.8M |
+$6.73M |
IWF, IWD, VO, SPY, VTI
|
13F-HR |
7/8/2015, 02:47 PM |
Q1 2015 |
86 |
$208M |
+$14.9M |
-$2.08M |
+$12.8M |
IWD, IWF, SPY, VO, AIVL
|
13F-HR |
4/13/2015, 01:37 PM |
Q4 2014 |
85 |
$193M |
+$31.7M |
-$9.33M |
+$22.4M |
IWD, IWF, SPY, AIVL, VO
|
13F-HR |
2/3/2015, 02:30 PM |
Q3 2014 |
79 |
$167M |
+$16M |
-$6.04M |
+$9.96M |
IWD, IWF, SPY, AIVL, VEA
|
13F-HR |
10/31/2014, 04:44 PM |
Q2 2014 |
73 |
$159M |
+$20M |
-$11.2M |
+$8.76M |
IWD, IWF, SPY, VIG, AIVL
|
13F-HR |
7/31/2014, 04:50 PM |
Q1 2014 |
68 |
$150M |
+$2.82M |
-$4.5M |
-$1.67M |
IWD, IWF, SPY, VIG, AIVL
|
13F-HR |
4/3/2014, 12:51 PM |
Q4 2013 |
82 |
$155M |
|
|
|
IWF, IWD, SPY, VIG, AIVL
|
13F-HR |
2/6/2014, 11:45 AM |