Q1 2025 |
646 |
$4.99B |
+$287M |
-$134M |
+$153M |
GBIL, BND, QUAL, QQQ, MBB
|
13F-HR |
4/14/2025, 10:53 AM |
Q4 2024 |
631 |
$4.93B |
+$918M |
-$191M |
+$727M |
GBIL, QUAL, BND, QQQ, AAPL
|
13F-HR |
1/13/2025, 03:12 PM |
Q3 2024 |
528 |
$4.32B |
+$373M |
-$322M |
+$51.3M |
QUAL, BND, GBIL, QQQ, MBB
|
13F-HR |
10/7/2024, 08:16 AM |
Q2 2024 |
504 |
$4.1B |
+$390M |
-$279M |
+$111M |
GBIL, QUAL, QQQ, BND, MSFT
|
13F-HR |
7/18/2024, 01:18 PM |
Q1 2024 |
505 |
$3.97B |
+$436M |
-$306M |
+$130M |
GBIL, QUAL, QQQ, BND, MSFT
|
13F-HR |
4/18/2024, 12:26 PM |
Q4 2023 |
487 |
$3.65B |
+$651M |
-$498M |
+$153M |
GBIL, QQQ, IVE, QUAL, MSFT
|
13F-HR |
1/22/2024, 09:00 AM |
Q3 2023 |
479 |
$3.24B |
+$282M |
-$209M |
+$72.9M |
GBIL, QQQ, AAPL, MSFT, IWR
|
13F-HR |
10/25/2023, 09:08 AM |
Q2 2023 |
501 |
$3.29B |
+$570M |
-$484M |
+$85.6M |
GBIL, QQQ, AAPL, MSFT, IVE
|
13F-HR |
7/13/2023, 02:38 PM |
Q1 2023 |
511 |
$3.09B |
+$333M |
-$280M |
+$53.3M |
GBIL, QQQ, AAPL, MSFT, IVE
|
13F-HR |
4/20/2023, 02:02 PM |
Q4 2022 |
507 |
$2.91B |
+$968M |
-$270M |
+$698M |
GBIL, QQQ, IVW, AAPL, IEMG
|
13F-HR |
1/20/2023, 08:34 AM |
Q3 2022 |
438 |
$2.14B |
+$303M |
-$87M |
+$216M |
QQQ, GBIL, IVW, HEFA, AAPL
|
13F-HR |
10/24/2022, 11:42 AM |
Q2 2022 |
437 |
$2.13B |
+$504M |
-$316M |
+$188M |
QQQ, IVW, HEFA, AAPL, MSFT
|
13F-HR |
7/14/2022, 06:57 PM |
Q1 2022 |
460 |
$2.34B |
+$389M |
-$1.83B |
-$1.44B |
QQQ, VEA, IVW, AAPL, BND
|
13F-HR |
4/25/2022, 02:25 PM |
Q4 2021 |
440 |
$2.48B |
+$542M |
-$109M |
+$434M |
QQQ, VEA, IVW, VTI, IXUS
|
13F-HR |
1/18/2022, 04:08 PM |
Q3 2021 |
416 |
$2.07B |
+$248M |
-$39.3M |
+$208M |
QQQ, IVW, VEA, AAPL, BKLN
|
13F-HR |
11/1/2021, 08:56 AM |
Q2 2021 |
375 |
$1.89B |
+$151M |
-$118M |
+$32.3M |
QQQ, IVW, VEA, BND, BKLN
|
13F-HR |
7/28/2021, 03:15 PM |
Q1 2021 |
369 |
$1.76B |
+$168M |
-$91.9M |
+$76.3M |
QQQ, IVW, VEA, BND, AAPL
|
13F-HR |
4/29/2021, 07:29 AM |
Q4 2020 |
366 |
$1.63B |
+$219M |
-$68.3M |
+$151M |
QQQ, IVW, BND, AAPL, VEA
|
13F-HR |
1/19/2021, 05:46 AM |
Q3 2020 |
346 |
$1.43B |
+$402M |
-$125M |
+$277M |
QQQ, IVW, BND, ICSH, AGGY
|
13F-HR |
11/12/2020, 07:28 AM |
Q2 2020 |
305 |
$1.21B |
+$358M |
-$161M |
+$197M |
SHV, QQQ, BND, IVW, AGGY
|
13F-HR |
8/5/2020, 08:08 PM |
Q1 2020 |
271 |
$931M |
+$164M |
-$413M |
-$249M |
TOTL, CMF, SHV, QQQ, IVW
|
13F-HR |
5/11/2020, 01:23 PM |
Q4 2019 |
298 |
$1.45B |
+$120M |
-$137M |
-$17.2M |
TOTL, VEA, IEF, CMF, IVE
|
13F-HR |
2/10/2020, 04:03 PM |
Q3 2019 |
277 |
$1.43B |
+$227M |
-$132M |
+$94.9M |
TOTL, IEF, VEA, CMF, SHV
|
13F-HR |
11/6/2019, 03:39 PM |
Q2 2019 |
257 |
$1.34B |
+$150M |
-$39.7M |
+$110M |
VEA, TOTL, IVE, SHV, IWR
|
13F-HR |
8/7/2019, 04:57 PM |
Q1 2019 |
266 |
$1.24B |
+$368M |
-$48M |
+$320M |
VEA, TOTL, SHV, IVE, IEMG
|
13F-HR |
5/7/2019, 04:51 PM |
Q4 2018 |
143 |
$848M |
+$207M |
-$124M |
+$82.7M |
VEA, SHV, TOTL, IVE, IEMG
|
13F-HR |
1/22/2019, 04:17 PM |
Q3 2018 |
171 |
$1.1B |
+$68.9M |
-$43.2M |
+$25.6M |
VEA, IVE, IEMG, TOTL, IWR
|
13F-HR |
11/9/2018, 04:38 PM |
Q2 2018 |
160 |
$1.04B |
+$143M |
-$13.4M |
+$130M |
VEA, IVE, IEMG, TOTL, IWR
|
13F-HR |
8/8/2018, 11:37 AM |
Q1 2018 |
150 |
$945M |
+$397M |
-$49.3M |
+$348M |
VEA, IVE, IEMG, TOTL, IWR
|
13F-HR |
5/2/2018, 09:03 AM |
Q4 2017 |
105 |
$616M |
+$75.3M |
-$17.3M |
+$58M |
VEA, IVE, IEMG, IWR, TOTL
|
13F-HR |
2/7/2018, 07:29 AM |
Q3 2017 |
77 |
$585M |
+$37.8M |
-$9.38M |
+$28.4M |
VEA, IVE, FPE, IEMG, TOTL
|
13F-HR |
10/31/2017, 10:31 AM |
Q2 2017 |
73 |
$539M |
+$2.33M |
-$8.8M |
-$6.48M |
VEA, IVE, FPE, TOTL, IWR
|
13F-HR |
8/4/2017, 03:36 PM |
Q1 2017 |
82 |
$537M |
+$208M |
-$32.2M |
+$175M |
VEA, IVE, FPE, TOTL, IWR
|
13F-HR |
5/10/2017, 04:21 PM |
Q4 2016 |
84 |
$429M |
+$57.8M |
-$12.6M |
+$45.2M |
IVE, VEA, USMV, FPE, TOTL
|
13F-HR |
2/9/2017, 06:23 AM |
Q3 2016 |
84 |
$400M |
+$120M |
-$11.6M |
+$108M |
IVE, USMV, VEA, FPE, TOTL
|
13F-HR |
11/2/2016, 11:58 AM |
Q2 2016 |
57 |
$308M |
+$63.4M |
-$12.7M |
+$50.8M |
USMV, VEA, IVE, FPE, EFAV
|
13F-HR |
7/22/2016, 05:45 PM |
Q1 2016 |
55 |
$279M |
+$73.3M |
-$59.9M |
+$13.4M |
USMV, EFAV, FPE, VEA, IVW
|
13F-HR |
5/2/2016, 07:04 PM |
Q4 2015 |
55 |
$279M |
+$44.5M |
-$30.4M |
+$14M |
IVW, USMV, EFAV, VEA, VBR
|
13F-HR |
2/2/2016, 07:06 PM |
Q3 2015 |
57 |
$299M |
+$211M |
-$35.1M |
+$175M |
IVW, USMV, EFAV, VEA, IWR
|
13F-HR |
11/5/2015, 07:57 PM |
Q2 2015 |
37 |
$149M |
+$102M |
-$2.7M |
+$98.8M |
EFAV, VBR, IHF, IGV, IYG
|
13F-HR |
8/12/2015, 03:43 PM |
Q1 2015 |
28 |
$94.5M |
+$54.1M |
-$612K |
+$53.5M |
SPFF, EFAV, VBR, DBGR, TLT
|
13F-HR |
5/12/2015, 07:32 PM |
Q4 2014 |
30 |
$92.7M |
+$67.8M |
-$133K |
+$67.6M |
SPFF, VBR, XLY, XLI, XLE
|
13F-HR |
2/10/2015, 07:05 PM |
Q3 2014 |
23 |
$78.4M |
+$41.9M |
-$14.7K |
+$41.9M |
SCZ, VBR, BKLNXXXX, XLV, XLF
|
13F-HR |
11/13/2014, 07:12 AM |
Q2 2014 |
9 |
$55.1M |
+$26.5M |
-$9.67M |
+$16.8M |
SCZ, VBR, BKLNXXXX, FTGC, XLI
|
13F-HR |
8/7/2014, 08:03 PM |
Q1 2014 |
8 |
$51.2M |
+$38.7M |
|
+$38.7M |
BKLNXXXX, SCZ, VNQ, GDXXXXX, MINT
|
13F-HR |
5/1/2014, 05:45 PM |
Q4 2013 |
4 |
$12.2M |
|
|
|
SCZ, AAPL, EDIV, AMGN
|
13F-HR |
2/13/2014, 10:12 AM |