Q4 2024 |
990 |
$1.42B |
+$110M |
-$54.7M |
+$55.8M |
VOO, GOVT, IDEV, SPY, SPSB
|
13F-HR |
1/17/2025, 10:44 AM |
Q3 2024 |
1,002 |
$1.43B |
+$45.4M |
-$9.25M |
+$36.1M |
VOO, IDEV, GOVT, SPY, IEMG
|
13F-HR |
10/24/2024, 10:55 AM |
Q2 2024 |
1,022 |
$1.32B |
+$30.6M |
-$10.9M |
+$19.7M |
VOO, GOVT, IDEV, SPY, IEMG
|
13F-HR |
8/5/2024, 09:06 AM |
Q1 2024 |
976 |
$1.29B |
+$81M |
-$34.6M |
+$46.4M |
VOO, GOVT, IDEV, SPY, IEMG
|
13F-HR |
4/16/2024, 02:58 PM |
Q4 2023 |
904 |
$1.22B |
+$71.7M |
-$48M |
+$23.7M |
VOO, GOVT, IDEV, SPY, IEMG
|
13F-HR |
2/1/2024, 11:33 AM |
Q3 2023 |
914 |
$1.11B |
+$51.8M |
-$12.1M |
+$39.7M |
VOO, IDEV, SPY, IEMG, GOVT
|
13F-HR |
10/19/2023, 12:07 PM |
Q2 2023 |
861 |
$1.11B |
+$30.9M |
-$39.7M |
-$8.79M |
VOO, SPY, IDEV, IEMG, IJH
|
13F-HR |
7/24/2023, 02:44 PM |
Q1 2023 |
840 |
$1.06B |
+$51.4M |
-$12.9M |
+$38.5M |
VOO, IDEV, SPY, IEMG, IJH
|
13F-HR |
4/18/2023, 04:29 PM |
Q4 2022 |
813 |
$979M |
+$111M |
-$81M |
+$29.7M |
VOO, SPY, IDEV, IEMG, IJH
|
13F-HR |
1/31/2023, 03:29 PM |
Q3 2022 |
738 |
$886M |
+$130M |
-$123M |
+$6.92M |
VOO, SPY, IDEV, AGG, IEMG
|
13F-HR |
11/9/2022, 02:23 PM |
Q2 2022 |
688 |
$948M |
+$66.5M |
-$45.5M |
+$20.9M |
VOO, AGG, SPY, IDEV, IEMG
|
13F-HR |
8/11/2022, 10:48 AM |
Q1 2022 |
697 |
$1.06B |
+$1.06B |
-$18.2K |
+$1.06B |
VOO, AGG, SPY, PULS, IDEV
|
13F-HR |
5/5/2022, 09:08 AM |
Q4 2021 |
35 |
$4.68M |
+$3.05M |
-$5.17K |
+$3.04M |
TEAMXXXX, XPEV, ZTS, ETN, JCI
|
13F-HR |
2/14/2022, 09:52 AM |
Q3 2021 |
716 |
$988M |
+$57.9M |
-$28.3M |
+$29.6M |
VOO, AGG, SPY, PULS, IDEV
|
13F-HR |
11/12/2021, 05:20 PM |
Q2 2021 |
578 |
$967M |
+$110M |
-$74.2M |
+$35.9M |
VOO, AGG, SPY, IDEV, IJH
|
13F-HR |
8/10/2021, 02:34 PM |
Q1 2021 |
537 |
$887M |
+$136M |
-$123M |
+$12.9M |
VOO, AGG, SPY, FLRN, IJH
|
13F-HR |
5/13/2021, 11:28 AM |
Q4 2020 |
454 |
$838M |
+$27.5M |
-$24.9M |
+$2.64M |
SPY, VOO, AGG, FLRN, EFA
|
13F-HR |
2/9/2021, 12:07 PM |
Q3 2020 |
447 |
$757M |
+$27.8M |
-$15.6M |
+$12.2M |
SPY, VOO, AGG, FLRN, EFA
|
13F-HR |
11/10/2020, 07:27 PM |
Q2 2020 |
450 |
$717M |
+$81.9M |
-$49.1M |
+$32.8M |
SPY, VOO, AGG, FLRN, EFA
|
13F-HR |
8/11/2020, 04:13 PM |
Q1 2020 |
435 |
$598M |
+$97.7M |
-$38M |
+$59.7M |
SPY, VOO, AGG, FLRN, EFA
|
13F-HR |
4/24/2020, 04:20 PM |
Q4 2019 |
437 |
$657M |
+$29.7M |
-$17.7M |
+$12M |
SPY, AGG, VOO, FLRN, EFA
|
13F-HR |
2/7/2020, 02:00 PM |
Q3 2019 |
432 |
$614M |
+$15.8M |
-$8.98M |
+$6.79M |
SPY, VOO, AGG, FLRN, EFA
|
13F-HR |
10/22/2019, 04:40 PM |
Q2 2019 |
429 |
$605M |
+$37.8M |
-$25.6M |
+$12.3M |
SPY, VOO, AGG, FLRN, EFA
|
13F-HR |
8/6/2019, 03:49 PM |
Q1 2019 |
439 |
$578M |
+$28.8M |
-$25.5M |
+$3.27M |
SPY, VOO, AGG, FLRN, EFA
|
13F-HR |
5/7/2019, 01:40 PM |
Q4 2018 |
462 |
$523M |
+$51.7M |
-$35.4M |
+$16.3M |
SPY, VOO, AGG, FLRN, EFA
|
13F-HR |
1/25/2019, 01:39 PM |
Q3 2018 |
455 |
$572M |
+$93.2M |
-$61.2M |
+$31.9M |
SPY, VOO, AGG, FLRN, EFA
|
13F-HR |
10/24/2018, 01:45 PM |
Q2 2018 |
421 |
$520M |
+$33.3M |
-$25.6M |
+$7.71M |
SPY, VOO, AGG, EFA, MDY
|
13F-HR |
7/20/2018, 01:18 PM |
Q1 2018 |
446 |
$509M |
+$34.2M |
-$54M |
-$19.8M |
SPY, AGG, VOO, EFA, MDY
|
13F-HR |
5/10/2018, 05:01 PM |
Q4 2017 |
454 |
$539M |
+$15.9M |
-$4.68M |
+$11.2M |
AGG, SPY, VOO, EFA, MDY
|
13F-HR |
2/6/2018, 02:26 PM |
Q3 2017 |
477 |
$510M |
+$27.2M |
-$34.8M |
-$7.52M |
AGG, SPY, VOO, EFA, MDY
|
13F-HR |
10/30/2017, 12:07 PM |
Q2 2017 |
476 |
$503M |
+$23.2M |
-$5.26M |
+$18M |
AGG, SPY, VOO, EFA, MDY
|
13F-HR |
7/25/2017, 05:01 PM |
Q1 2017 |
429 |
$477M |
+$33.2M |
-$31.1M |
+$2.07M |
AGG, VOO, SPY, EFA, MDY
|
13F-HR |
5/2/2017, 04:22 PM |
Q4 2016 |
422 |
$457M |
+$65.6M |
-$36.5M |
+$29M |
VOO, AGG, SPY, EFA, MDY
|
13F-HR |
1/20/2017, 04:57 PM |
Q3 2016 |
432 |
$422M |
+$13.8M |
-$7.81M |
+$5.99M |
VOO, EFA, SPY, AGG, MDY
|
13F-HR |
11/10/2016, 09:23 AM |
Q2 2016 |
507 |
$408M |
+$25.4M |
-$6.9M |
+$18.5M |
VOO, EFA, SPY, AGG, MDY
|
13F-HR |
8/11/2016, 05:09 PM |
Q1 2016 |
427 |
$383M |
+$26.3M |
-$16.5M |
+$9.81M |
VOO, EFA, SPY, AGG, MDY
|
13F-HR |
5/3/2016, 06:57 PM |
Q4 2015 |
447 |
$372M |
+$55.6M |
-$84.5M |
-$28.9M |
VOO, EFA, AGG, SPY, VEA
|
13F-HR |
2/8/2016, 10:20 AM |
Q3 2015 |
423 |
$390M |
+$29.1M |
-$3.03M |
+$26.1M |
AGG, VOO, EFA, QQQXXXX, SPY
|
13F-HR |
11/6/2015, 05:55 PM |
Q2 2015 |
427 |
$397M |
+$11.5M |
-$3.7M |
+$7.85M |
AGG, VOO, EFA, QQQXXXX, VEA
|
13F-HR |
7/24/2015, 12:38 PM |
Q1 2015 |
411 |
$401M |
+$82.7M |
-$47.8M |
+$34.9M |
AGG, VOO, EFA, QQQXXXX, VEA
|
13F-HR |
4/29/2015, 01:43 PM |
Q4 2014 |
399 |
$362M |
+$47.6M |
-$34.6M |
+$13.1M |
VOO, QQQXXXX, SPY, EFA, VUG
|
13F-HR |
2/3/2015, 04:36 PM |
Q3 2014 |
390 |
$329M |
+$29.9M |
-$7.24M |
+$22.6M |
VOO, QQQXXXX, VTI, VEA, VUG
|
13F-HR |
10/24/2014, 01:30 PM |
Q2 2014 |
392 |
$309M |
+$24M |
-$3.22M |
+$20.8M |
VOO, VTI, QQQXXXX, VEA, VUG
|
13F-HR |
7/28/2014, 06:37 PM |
Q1 2014 |
398 |
$298M |
+$60.3M |
-$44.4M |
+$15.9M |
VOO, VTI, QQQXXXX, VEA, VUG
|
13F-HR |
5/13/2014, 01:37 PM |
Q4 2013 |
365 |
$281M |
+$106M |
-$3.55M |
+$103M |
VOO, VTI, VUG, VEA, EFA
|
13F-HR |
10/27/2014, 05:53 PM |
Q3 2013 |
313 |
$51.1M |
|
|
|
HDV, IDV, PG, MUB, AAPL
|
13F-HR |
10/27/2014, 04:19 PM |
Q2 2013 |
198 |
$38.1M |
|
|
|
HDV, PG, MUB, USB, PFE
|
13F-HR |
10/27/2014, 04:02 PM |
Q1 2013 |
164 |
$72.3M |
|
|
|
IGSB, EFA, HDV, IDV, PG
|
13F-HR |
10/27/2014, 03:55 PM |
Q4 2012 |
115 |
$61.4M |
|
|
|
IGSB, EFA, HDV, IDV, PG
|
13F-HR |
10/31/2014, 05:41 PM |
Q3 2012 |
125 |
$48.6M |
|
|
|
IGSB, HDV, PG, MUB, ICF
|
13F-HR |
10/31/2014, 05:32 PM |
Q2 2012 |
107 |
$40.9M |
|
|
|
IGSB, HDV, MUB, ICF, DUK
|
13F-HR |
10/31/2014, 05:08 PM |
Q1 2012 |
124 |
$42.6M |
|
|
|
IGSB, HDV, PG, MUB, ICF
|
13F-HR |
10/31/2014, 04:44 PM |
Q4 2011 |
119 |
$43.1M |
|
|
|
IGSB, HDV, MUB, ICF, BSV
|
13F-HR |
11/3/2014, 12:34 PM |