| Q3 2025 |
7 |
$1.67B |
+$79.8K |
-$116M |
-$116M |
IVV, ONEV, ONEY, IAUM, ONEO
|
13F-HR |
11/10/2025, 04:54 PM |
| Q2 2025 |
10 |
$1.69B |
+$287M |
-$5.82B |
-$5.53B |
IVV, ONEV, ONEY, IAUM, USHY
|
13F-HR |
8/14/2025, 02:42 PM |
| Q1 2025 |
474 |
$7.12B |
+$1.72B |
-$1.4B |
+$313M |
VOO, IEFA, IVV, QQQ, IWN
|
13F-HR |
5/14/2025, 12:07 PM |
| Q4 2024 |
470 |
$6.74B |
+$743M |
-$634M |
+$109M |
IVV, IWD, USMV, SPLV, VOO
|
13F-HR |
1/14/2025, 04:31 PM |
| Q3 2024 |
475 |
$6.83B |
+$155M |
-$333M |
-$178M |
IVV, IWD, USMV, ONEV, ONEY
|
13F-HR |
10/22/2024, 02:23 PM |
| Q2 2024 |
475 |
$6.68B |
+$487M |
-$841M |
-$354M |
IVV, IWD, USMV, ONEV, ONEY
|
13F-HR |
8/7/2024, 06:02 PM |
| Q1 2024 |
486 |
$6.79B |
+$932M |
-$569M |
+$363M |
IVV, ONEV, ONEY, IWD, USMV
|
13F-HR |
4/9/2024, 01:56 PM |
| Q4 2023 |
444 |
$6.06B |
+$459M |
-$216M |
+$243M |
IVV, ONEV, ONEY, USMV, VWO
|
13F-HR |
2/1/2024, 05:50 PM |
| Q3 2023 |
420 |
$5.31B |
+$833M |
-$404M |
+$429M |
IVV, ONEV, ONEY, USMV, IEFA
|
13F-HR |
10/31/2023, 06:40 PM |
| Q2 2023 |
399 |
$5.09B |
+$939M |
-$1.88B |
-$945M |
USMV, IEFA, IWO, ONEV, ONEY
|
13F-HR |
7/31/2023, 02:58 PM |
| Q4 2022 |
389 |
$6.12B |
+$1.02B |
-$1.06B |
-$40M |
IAUM, IEFA, IWO, ONEY, ONEV
|
13F-HR |
2/8/2023, 03:56 PM |
| Q3 2022 |
393 |
$5.57B |
+$605M |
-$1.15B |
-$543M |
IAUM, IWO, IWM, IEFA, ONEY
|
13F-HR |
10/31/2022, 06:18 PM |
| Q2 2022 |
390 |
$7.01B |
+$2.51B |
-$645M |
+$1.86B |
IAUM, IEFA, HYG, USHY, ONEY
|
13F-HR |
8/9/2022, 10:24 AM |
| Q1 2022 |
350 |
$6.02B |
+$1.15B |
-$648M |
+$497M |
IWD, IAUM, IEFA, IWN, ONEY
|
13F-HR |
4/26/2022, 01:27 PM |
| Q4 2021 |
319 |
$5.47B |
+$1.32B |
-$726M |
+$590M |
ONEY, IWN, IAUM, ONEV, IEFA
|
13F-HR |
2/14/2022, 03:24 PM |
| Q3 2021 |
226 |
$5.05B |
+$1.29B |
-$1.62B |
-$330M |
IWD, IEFA, ONEY, ONEV, IWN
|
13F-HR |
11/9/2021, 01:54 PM |
| Q2 2021 |
220 |
$5.48B |
+$1.76B |
-$2.05B |
-$296M |
IEFA, VOO, ONEY, ONEV, VWO
|
13F-HR |
8/9/2021, 06:48 PM |
| Q1 2021 |
212 |
$5.53B |
+$752M |
-$1.34B |
-$591M |
IWD, ONEY, IEFA, ONEV, IWN
|
13F-HR |
4/27/2021, 08:03 PM |
| Q4 2020 |
209 |
$5.53B |
+$756M |
-$2.39B |
-$1.64B |
IWN, IEFA, ONEY, XLF, ONEV
|
13F-HR |
2/5/2021, 04:29 PM |
| Q3 2020 |
205 |
$6.24B |
+$1.29B |
-$1.78B |
-$491M |
IEFA, VOO, VWO, IWN, ONEV
|
13F-HR |
10/29/2020, 03:19 PM |
| Q2 2020 |
239 |
$6.44B |
+$2.63B |
-$3.16B |
-$530M |
VOO, IEFA, VWO, ONEV, ONEY
|
13F-HR |
8/11/2020, 09:32 PM |
| Q1 2020 |
241 |
$5.73B |
|
|
|
IEFA, VOO, ONEV, MCHI, HYG
|
13F-HR |
5/5/2020, 10:04 AM |