Q4 2024 |
175 |
$573M |
+$30.2M |
-$8.52M |
+$21.7M |
IVV, VCIT, IJH, IJR, SCHD
|
13F-HR |
1/29/2025, 05:09 PM |
Q3 2024 |
167 |
$579M |
+$17.2M |
-$7.45M |
+$9.8M |
IVV, VCIT, IJH, IJR, SCHD
|
13F-HR |
10/23/2024, 03:22 PM |
Q2 2024 |
166 |
$536M |
+$85.3M |
-$3.83M |
+$81.4M |
IVV, VCIT, IJH, IJR, SCHD
|
13F-HR |
8/2/2024, 12:14 PM |
Q1 2024 |
139 |
$454M |
+$54.1M |
-$67.3M |
-$13.2M |
IVV, IJH, VCIT, IJR, SCHD
|
13F-HR |
5/2/2024, 02:16 PM |
Q4 2023 |
153 |
$466M |
+$19.6M |
-$11.3M |
+$8.21M |
IVV, VCIT, IJR, IJH, SCHD
|
13F-HR |
1/22/2024, 12:21 PM |
Q3 2023 |
158 |
$418M |
+$27.1M |
-$14.4M |
+$12.7M |
IVV, VCIT, IJH, IJR, SCHD
|
13F-HR |
11/6/2023, 03:21 PM |
Q2 2023 |
153 |
$422M |
+$6.94M |
-$6.84M |
+$105K |
IVV, VCIT, IJH, IJR, SCHD
|
13F-HR |
7/31/2023, 03:34 PM |
Q1 2023 |
151 |
$407M |
+$120M |
-$11M |
+$109M |
IVV, VCIT, IJH, IJR, SCHD
|
13F-HR |
5/8/2023, 04:44 PM |
Q4 2022 |
144 |
$293M |
+$23.5M |
-$24.9M |
-$1.37M |
IVV, IJH, IJR, VWO, SCHD
|
13F-HR |
2/8/2023, 11:33 AM |
Q3 2022 |
690 |
$296M |
+$23.5M |
-$5.51M |
+$18M |
IVV, IJH, IJR, VWO, QQQ
|
13F-HR |
11/2/2022, 08:30 AM |
Q2 2022 |
682 |
$299M |
+$22.3M |
-$30.6M |
-$8.36M |
IVV, IJH, IJR, VWO, QQQ
|
13F-HR |
8/2/2022, 10:01 AM |
Q1 2022 |
695 |
$359M |
+$58.7M |
-$35.6M |
+$23.1M |
IVV, IJH, IJR, VWO, QQQ
|
13F-HR |
5/2/2022, 10:46 AM |
Q4 2021 |
698 |
$355M |
+$11M |
-$5.88M |
+$5.1M |
IVV, VWO, QQQ, VNQ, IJH
|
13F-HR |
1/19/2022, 03:36 PM |
Q3 2021 |
804 |
$332M |
+$16.6M |
-$13.8M |
+$2.76M |
IVV, VWO, QQQ, VNQ, IJH
|
13F-HR |
11/9/2021, 01:00 PM |
Q2 2021 |
770 |
$336M |
+$9.21M |
-$8.47M |
+$739K |
IVV, VWO, SGOL, QQQ, VNQ
|
13F-HR |
8/9/2021, 09:21 AM |
Q1 2021 |
768 |
$319M |
+$19.5M |
-$19.3M |
+$145K |
IVV, VWO, SGOL, QQQ, VNQ
|
13F-HR |
4/26/2021, 09:24 AM |
Q4 2020 |
692 |
$307M |
+$21.9M |
-$10M |
+$11.8M |
IVV, VWO, SGOL, QQQ, IJH
|
13F-HR |
2/5/2021, 01:39 PM |
Q3 2020 |
655 |
$270M |
+$15.5M |
-$28M |
-$12.5M |
IVV, VWO, SGOL, QQQ, LQD
|
13F-HR |
10/23/2020, 04:39 PM |
Q2 2020 |
640 |
$274M |
+$9.75M |
-$23.9M |
-$14.1M |
IVV, VWO, SGOL, SHV, QQQ
|
13F-HR |
8/11/2020, 01:06 PM |
Q1 2020 |
592 |
$254M |
+$35.8M |
-$30.4M |
+$5.42M |
IVV, IJH, VWO, IJR, SGOL
|
13F-HR |
4/27/2020, 03:32 PM |
Q4 2019 |
610 |
$301M |
+$12.6M |
-$4.95M |
+$7.7M |
IVV, IJH, VWO, IJR, SHV
|
13F-HR |
1/21/2020, 03:48 PM |
Q3 2019 |
614 |
$282M |
+$8.49M |
-$2.63M |
+$5.87M |
IJH, IVV, SHV, BIL, IJR
|
13F-HR |
10/31/2019, 10:42 AM |
Q2 2019 |
614 |
$276M |
+$11.4M |
-$16.1M |
-$4.66M |
IJH, IVV, SHV, BIL, IJR
|
13F-HR |
7/30/2019, 12:11 PM |
Q1 2019 |
590 |
$277M |
+$34.9M |
-$20.5M |
+$14.4M |
SHV, IJH, BIL, IVV, IJR
|
13F-HR |
4/23/2019, 01:35 PM |
Q4 2018 |
563 |
$241M |
+$18.3M |
-$7.55M |
+$10.7M |
IVV, IJH, IJR, VWO, IEF
|
13F-HR |
1/29/2019, 08:58 AM |
Q3 2018 |
618 |
$258M |
+$17.6M |
-$16.4M |
+$1.19M |
IJR, IJH, IVV, VWO, IEF
|
13F-HR |
10/16/2018, 03:39 PM |
Q2 2018 |
600 |
$250M |
+$37.2M |
-$19.6M |
+$17.6M |
IJR, IJH, IVV, VWO, IEF
|
13F-HR |
8/1/2018, 11:53 AM |
Q1 2018 |
604 |
$241M |
+$40.6M |
-$19.4M |
+$21.2M |
IJH, IJR, VWO, IVV, IEF
|
13F-HR |
4/27/2018, 04:12 PM |
Q4 2017 |
578 |
$229M |
+$29.7M |
-$20.7M |
+$8.91M |
IJR, IJH, IVV, VWO, IEF
|
13F-HR |
1/30/2018, 09:53 AM |
Q3 2017 |
584 |
$214M |
+$20.5M |
-$5.99M |
+$14.6M |
IJR, IJH, IVV, VWO, RWO
|
13F-HR |
10/26/2017, 05:32 PM |
Q2 2017 |
546 |
$194M |
+$17M |
-$11.9M |
+$5.1M |
IJH, IVV, IJR, VWO, RWO
|
13F-HR |
8/8/2017, 10:52 AM |
Q1 2017 |
512 |
$187M |
+$24.3M |
-$11.4M |
+$12.9M |
IVV, IJH, IJR, VWO, RWO
|
13F-HR |
4/26/2017, 05:24 PM |
Q4 2016 |
512 |
$177M |
+$15.8M |
-$18M |
-$2.2M |
IVV, IJH, IJR, RWO, IEF
|
13F-HR |
2/8/2017, 03:36 PM |
Q3 2016 |
518 |
$176M |
+$9.94M |
-$17.3M |
-$7.41M |
IJH, IJR, IVV, RWO, IEF
|
13F-HR |
11/3/2016, 11:34 AM |
Q2 2016 |
544 |
$183M |
+$9.71M |
-$7.85M |
+$1.86M |
IJH, RWO, IJR, IVV, IEF
|
13F-HR |
8/1/2016, 10:36 AM |
Q1 2016 |
530 |
$181M |
+$15M |
-$56.2M |
-$41.3M |
IJH, IJR, RWO, IEF, IVV
|
13F-HR |
5/5/2016, 04:29 PM |
Q4 2015 |
506 |
$221M |
+$5.14M |
-$1.64M |
+$3.51M |
RWO, IVV, IJH, IJR, IEF
|
13F-HR |
2/1/2016, 02:06 PM |
Q3 2015 |
520 |
$213M |
+$22M |
-$3.12M |
+$18.9M |
IEF, RWO, IVV, IJH, IJR
|
13F-HR |
11/12/2015, 03:35 PM |
Q2 2015 |
533 |
$219M |
+$8.89M |
-$6.06M |
+$2.83M |
IEF, IJR, IVV, IJH, VWO
|
13F-HR |
8/13/2015, 02:04 PM |
Q1 2015 |
574 |
$226M |
+$16.6M |
-$9.43M |
+$7.21M |
IEF, IJH, IJR, RWO, VEA
|
13F-HR |
5/5/2015, 01:35 PM |
Q4 2014 |
520 |
$217M |
+$72.1M |
-$18.8M |
+$53.3M |
IEF, IJR, RWO, IJH, IVV
|
13F-HR |
2/3/2015, 03:39 PM |
Q3 2014 |
556 |
$162M |
+$95.3M |
-$18.5M |
+$76.8M |
TLT, VWO, IVV, RWO, VEA
|
13F-HR |
11/14/2014, 09:17 AM |
Q2 2014 |
560 |
$87.6M |
+$20.9M |
-$54.4M |
-$33.5M |
BOND, XOM, WFC, GEXXXX, VZ
|
13F-HR |
8/14/2014, 11:06 AM |
Q1 2014 |
533 |
$120M |
+$4.61M |
-$2.4M |
+$2.2M |
SHY, IGSB, XOM, WFC, GEXXXX
|
13F-HR |
5/15/2014, 02:18 PM |
Q4 2013 |
544 |
$118M |
|
|
|
SHY, IGSB, XOM, WFC, GEXXXX
|
13F-HR |
2/12/2014, 02:09 PM |