Q1 2025 |
214 |
$945M |
+$129M |
-$210M |
-$80.8M |
VUG, VFLO, DGRO, AVUS, EYLD
|
13F-HR |
4/9/2025, 06:08 PM |
Q4 2024 |
214 |
$1.07B |
+$55.8M |
-$12.6M |
+$43.1M |
VUG, DGRO, AVUS, XMHQ, SYLD
|
13F-HR |
1/14/2025, 11:40 AM |
Q3 2024 |
208 |
$1.04B |
+$368M |
-$374M |
-$5.82M |
VUG, DGRO, AVUS, XMHQ, SYLD
|
13F-HR |
10/7/2024, 09:28 AM |
Q2 2024 |
198 |
$990M |
+$55.9M |
-$29M |
+$26.9M |
IVW, IVV, JHMM, SYLD, XMHQ
|
13F-HR |
7/10/2024, 05:53 PM |
Q1 2024 |
201 |
$969M |
+$94.3M |
-$61.4M |
+$32.8M |
IVW, IVV, JHMM, SYLD, XMHQ
|
13F-HR |
4/24/2024, 02:17 PM |
Q4 2023 |
185 |
$871M |
+$259M |
-$296M |
-$36.2M |
IVW, IVV, IVE, JHMM, SYLD
|
13F-HR |
1/17/2024, 01:48 PM |
Q3 2023 |
175 |
$823M |
+$42.4M |
-$5.46M |
+$37M |
IVW, IVV, IJH, IVE, IJK
|
13F-HR |
10/11/2023, 01:11 PM |
Q2 2023 |
170 |
$824M |
+$187M |
-$60.9M |
+$126M |
IVW, IVV, IJH, IVE, IJK
|
13F-HR |
7/10/2023, 01:39 PM |
Q1 2023 |
167 |
$671M |
+$160M |
-$38.5M |
+$121M |
IVV, IJH, IVE, IVW, AVUS
|
13F-HR |
4/11/2023, 04:13 PM |
Q4 2022 |
154 |
$530M |
+$32.3M |
-$5.4M |
+$26.9M |
IJH, IVE, IVW, AVUS, SYLD
|
13F-HR |
2/14/2023, 01:21 PM |
Q3 2022 |
140 |
$475M |
+$168M |
-$14.9M |
+$153M |
IJH, IVW, IVE, SPD, AVUS
|
13F-HR |
10/24/2022, 04:40 PM |
Q2 2022 |
130 |
$342M |
+$12.6M |
-$30M |
-$17.4M |
IJH, IVE, CMDY, SYLD, VIG
|
13F-HR |
7/25/2022, 03:37 PM |
Q1 2022 |
137 |
$432M |
+$43.3M |
-$53.8M |
-$10.5M |
IJH, CMDY, IVE, IVV, SYLD
|
13F-HR |
5/16/2022, 07:34 AM |
Q4 2021 |
146 |
$586M |
+$67.8M |
-$21.6M |
+$46.2M |
IJH, CMDY, IVV, SYLD, IVW
|
13F-HR |
1/31/2022, 10:06 AM |
Q3 2021 |
135 |
$513M |
+$42.9M |
-$38.6M |
+$4.35M |
IJH, SYLD, IVV, MOAT, IVW
|
13F-HR |
10/20/2021, 01:55 PM |
Q2 2021 |
142 |
$519M |
+$37.2M |
-$6.29M |
+$30.9M |
IJH, IEFA, SYLD, MOAT, IVV
|
13F-HR |
8/10/2021, 05:15 PM |
Q1 2021 |
139 |
$463M |
+$103M |
-$233M |
-$129M |
IJH, IEFA, SYLD, MOAT, IVV
|
13F-HR |
7/8/2021, 09:59 AM |
Q4 2020 |
135 |
$558M |
|
|
|
ACWI, SCHG, SCHX, SCHV, IVV
|
13F-HR |
7/8/2021, 09:59 AM |