Q2 2025 |
637 |
$1.55B |
+$94.8M |
-$67.9M |
+$26.9M |
IWD, IWF, BND, VEA, IWR
|
13F-HR |
7/17/2025, 02:47 PM |
Q1 2025 |
686 |
$1.44B |
+$110M |
-$94.3M |
+$15.9M |
IWD, BND, IWF, VEA, IWR
|
13F-HR |
4/24/2025, 10:23 AM |
Q4 2024 |
629 |
$1.45B |
+$40.9M |
-$16.4M |
+$24.5M |
IWF, IWD, BND, IJR, IWR
|
13F-HR |
1/27/2025, 04:19 PM |
Q3 2024 |
668 |
$1.44B |
+$103M |
-$98.3M |
+$4.6M |
IWD, IWF, BND, IJR, VEA
|
13F-HR |
10/21/2024, 03:01 PM |
Q2 2024 |
721 |
$1.37B |
+$63.6M |
-$36.6M |
+$27M |
IWF, IWD, BND, VEA, IWR
|
13F-HR |
7/19/2024, 10:19 AM |
Q1 2024 |
680 |
$1.33B |
+$99.8M |
-$67M |
+$32.8M |
IWD, IWF, BND, VEA, IWR
|
13F-HR |
4/22/2024, 02:32 PM |
Q4 2023 |
678 |
$1.25B |
+$240M |
-$196M |
+$44.2M |
IWF, IWD, BND, VEA, IWR
|
13F-HR |
1/30/2024, 05:40 PM |
Q3 2023 |
654 |
$1.1B |
+$14.4M |
-$52.9M |
-$38.5M |
IWF, IWD, AGG, VEA, IWR
|
13F-HR |
10/31/2023, 02:32 PM |
Q2 2023 |
631 |
$1.18B |
+$117M |
-$114M |
+$2.06M |
IWF, IWD, AGG, VEA, IWR
|
13F-HR |
7/28/2023, 02:19 PM |
Q1 2023 |
586 |
$1.12B |
+$125M |
-$106M |
+$18.5M |
IWD, IWF, IWR, AGG, SPSB
|
13F-HR |
5/2/2023, 10:44 AM |
Q4 2022 |
572 |
$1.04B |
+$159M |
-$74.5M |
+$85M |
IWD, IWF, IWR, AGG, OEF
|
13F-HR |
2/3/2023, 03:36 PM |
Q3 2022 |
543 |
$904M |
+$51.4M |
-$59.4M |
-$7.96M |
IWD, IWF, IWR, OEF, AAPL
|
13F-HR |
10/31/2022, 04:12 PM |
Q2 2022 |
532 |
$994M |
+$84.8M |
-$62.6M |
+$22.2M |
IWD, IWF, IWR, OEF, AAPL
|
13F-HR |
8/5/2022, 03:11 PM |
Q1 2022 |
527 |
$1.16B |
+$152M |
-$103M |
+$49.5M |
IWD, IWF, IWR, OEF, AAPL
|
13F-HR |
4/11/2022, 04:44 PM |
Q4 2021 |
568 |
$1.18B |
+$87.1M |
-$38M |
+$49.1M |
IWF, IWD, IWR, OEF, VCSH
|
13F-HR |
2/7/2022, 02:37 PM |
Q3 2021 |
560 |
$1.04B |
+$57.4M |
-$19M |
+$38.3M |
IWF, IWD, IWR, OEF, VCSH
|
13F-HR |
11/9/2021, 06:52 PM |
Q2 2021 |
573 |
$1B |
+$80M |
-$17.7M |
+$62.2M |
IWF, IWD, IWR, OEF, VCSH
|
13F-HR |
7/20/2021, 01:39 PM |
Q1 2021 |
563 |
$880M |
+$107M |
-$37.1M |
+$70M |
IWF, IWD, IWR, VCSH, OEF
|
13F-HR |
4/30/2021, 02:53 PM |
Q4 2020 |
553 |
$772M |
+$112M |
-$27.7M |
+$84.2M |
IWF, IWD, VCSH, IWR, OEF
|
13F-HR |
2/12/2021, 01:16 PM |
Q3 2020 |
560 |
$617M |
+$52.2M |
-$4.6M |
+$47.6M |
IWF, IWD, VCSH, OEF, IWR
|
13F-HR |
11/9/2020, 02:54 PM |
Q2 2020 |
541 |
$557M |
+$59.1M |
-$1.29M |
+$57.9M |
IWF, IWD, VCSH, OEF, IWR
|
13F-HR |
8/11/2020, 01:58 PM |
Q1 2020 |
503 |
$426M |
+$50M |
-$17.6M |
+$32.4M |
IWF, IWD, OEF, SPY, IWR
|
13F-HR |
5/7/2020, 02:12 PM |
Q4 2019 |
526 |
$570M |
+$26.5M |
-$17.2M |
+$9.33M |
IWF, IEFA, IWD, OEF, AAPL
|
13F-HR |
1/31/2020, 12:14 PM |
Q3 2019 |
550 |
$516M |
+$15.9M |
-$20M |
-$4.04M |
IWF, IEFA, IWD, OEF, AAPL
|
13F-HR |
11/13/2019, 11:13 AM |
Q2 2019 |
602 |
$525M |
+$27.1M |
-$3.83M |
+$23.3M |
IWF, IEFA, IWD, OEF, VCSH
|
13F-HR |
8/2/2019, 04:19 PM |
Q1 2019 |
562 |
$488M |
+$13.5M |
-$14.3M |
-$729K |
IWF, IEFA, IWD, OEF, AAPL
|
13F-HR |
5/6/2019, 12:44 PM |
Q4 2018 |
552 |
$439M |
+$31.7M |
-$4.78M |
+$26.9M |
IEFA, IWF, IWD, OEF, VCSH
|
13F-HR |
2/13/2019, 01:13 PM |
Q3 2018 |
573 |
$500M |
+$52.4M |
-$17.1M |
+$35.3M |
IWF, IEFA, IWD, OEF, AAPL
|
13F-HR |
10/25/2018, 11:18 AM |
Q2 2018 |
609 |
$482M |
+$61.3M |
-$2.06M |
+$59.2M |
IEFA, IWF, IWD, OEF, AAPL
|
13F-HR |
8/7/2018, 10:13 AM |
Q1 2018 |
569 |
$418M |
+$23.9M |
-$26.9M |
-$2.93M |
IEFA, IWF, IWD, OEF, GOOG
|
13F-HR |
5/9/2018, 01:48 PM |
Q4 2017 |
578 |
$424M |
+$27.6M |
-$14.6M |
+$13M |
IEFA, IWF, IWD, OEF, AAPL
|
13F-HR |
1/22/2018, 08:58 AM |
Q3 2017 |
589 |
$387M |
+$17.6M |
-$1.34M |
+$16.2M |
IEFA, IWF, IWD, OEF, AAPL
|
13F-HR |
11/8/2017, 02:57 PM |
Q2 2017 |
596 |
$364M |
+$16.3M |
-$3.48M |
+$12.8M |
IEFA, IWF, IWD, OEF, AAPL
|
13F-HR |
7/31/2017, 10:26 AM |
Q1 2017 |
600 |
$345M |
+$27.2M |
-$8.61M |
+$18.6M |
IEFA, IWF, IWD, OEF, AAPL
|
13F-HR |
4/26/2017, 02:44 PM |
Q4 2016 |
596 |
$303M |
+$15.1M |
-$873K |
+$14.2M |
IEFA, IWD, IWF, OEF, GOOG
|
13F-HR |
1/27/2017, 04:39 PM |
Q3 2016 |
578 |
$288M |
+$26.1M |
-$8.42M |
+$17.7M |
IEFA, IWF, IWD, OEF, GOOG
|
13F-HR |
10/24/2016, 02:30 PM |
Q2 2016 |
540 |
$264M |
+$26.2M |
-$9.64M |
+$16.6M |
IEFA, IWF, IWD, OEF, GOOG
|
13F-HR |
7/20/2016, 06:04 PM |
Q1 2016 |
515 |
$250M |
+$20.7M |
-$5.82M |
+$14.8M |
IWF, IWD, OEF, IEFA, AAPL
|
13F-HR |
5/13/2016, 02:34 PM |
Q4 2015 |
508 |
$240M |
+$73.7M |
-$25.2M |
+$48.6M |
IWF, IWD, OEF, IEFA, AAPL
|
13F-HR |
1/26/2016, 04:27 PM |
Q3 2015 |
437 |
$190M |
+$10.2M |
-$12.2M |
-$2.03M |
IWF, EFA, IWD, OEF, AAPL
|
13F-HR |
10/29/2015, 04:33 PM |
Q2 2015 |
409 |
$209M |
+$10.8M |
-$10.8M |
-$35.5K |
EFA, OEF, IWF, IWD, SWKS
|
Restatement |
8/14/2015, 11:18 AM |
Q1 2015 |
427 |
$216M |
+$18.7M |
-$3M |
+$15.7M |
EFA, OEF, IWF, IWD, SWKS
|
13F-HR |
5/12/2015, 02:13 PM |
Q4 2014 |
437 |
$193M |
+$28.7M |
-$3.16M |
+$25.6M |
OEF, IWF, IWD, EFA, AAPL
|
13F-HR |
2/24/2015, 10:07 AM |
Q3 2014 |
407 |
$170M |
+$8.27M |
-$4.77M |
+$3.5M |
OEF, IWF, IWD, EFA, SWKS
|
13F-HR |
10/9/2014, 09:01 AM |
Q2 2014 |
424 |
$164M |
+$10.7M |
-$2.54M |
+$8.15M |
OEF, IWF, IWD, EFA, SWKS
|
13F-HR |
7/14/2014, 12:14 PM |
Q1 2014 |
419 |
$153M |
+$16.9M |
-$8.72M |
+$8.16M |
IWF, IWD, OEF, EFA, XLK
|
13F-HR |
4/10/2014, 02:49 PM |
Q4 2013 |
407 |
$141M |
|
|
|
IWF, IWD, OEF, EFA, VWO
|
13F-HR |
1/27/2014, 11:29 AM |