Q4 2024 |
68 |
$349M |
+$25.9M |
-$9.17M |
+$16.7M |
LOW, SPY, ITOT, IEFA, VOO
|
13F-HR |
2/10/2025, 02:32 PM |
Q3 2024 |
74 |
$344M |
+$11.4M |
-$4.66M |
+$6.77M |
LOW, ITOT, SPY, IEFA, VOO
|
13F-HR |
10/31/2024, 02:04 PM |
Q2 2024 |
64 |
$301M |
+$35.3M |
-$13.1M |
+$22.2M |
LOW, ITOT, SPY, IEFA, VOO
|
13F-HR |
8/14/2024, 12:08 PM |
Q1 2024 |
93 |
$292M |
+$41.3M |
-$5.92M |
+$35.4M |
LOW, ITOT, SPY, IEFA, VO
|
13F-HR |
5/10/2024, 04:38 PM |
Q4 2023 |
82 |
$231M |
+$12M |
-$20M |
-$7.99M |
LOW, ITOT, SPY, VO, VUG
|
13F-HR |
2/12/2024, 11:03 AM |
Q3 2023 |
101 |
$220M |
+$2.6M |
-$5.31M |
-$2.71M |
LOW, SPY, ITOT, VO, VUG
|
13F-HR |
11/1/2023, 02:58 PM |
Q2 2023 |
100 |
$235M |
+$3.81M |
-$6.84M |
-$3.03M |
LOW, SPY, ITOT, VO, VUG
|
13F-HR |
8/14/2023, 10:28 AM |
Q1 2023 |
90 |
$220M |
+$1.45M |
-$4.84M |
-$3.39M |
LOW, SPY, ITOT, VO, VUG
|
13F-HR |
5/11/2023, 11:01 AM |
Q4 2022 |
89 |
$218M |
+$15.5M |
-$26.4M |
-$10.9M |
LOW, SPY, ITOT, VO, IEMG
|
13F-HR |
2/3/2023, 01:07 PM |
Q3 2022 |
85 |
$222M |
+$1.74M |
-$40.1M |
-$38.3M |
LOW, ITOT, SPY, VTI, VO
|
13F-HR |
11/4/2022, 01:56 PM |
Q2 2022 |
97 |
$262M |
+$25M |
-$19M |
+$5.96M |
LOW, ITOT, IEFA, SPY, VTI
|
13F-HR |
8/9/2022, 03:40 PM |
Q1 2022 |
100 |
$325M |
+$23.6M |
-$11.6M |
+$12M |
LOW, ITOT, IEFA, SPY, IEMG
|
13F-HR |
5/12/2022, 01:11 PM |
Q4 2021 |
91 |
$362M |
+$9.43M |
-$6.25M |
+$3.18M |
LOW, ITOT, IEFA, SPY, VO
|
13F-HR |
2/4/2022, 10:48 AM |
Q3 2021 |
95 |
$317M |
+$6.55M |
-$29.7M |
-$23.2M |
LOW, ITOT, IEFA, SPY, VO
|
13F-HR |
11/15/2021, 05:37 PM |
Q2 2021 |
100 |
$336M |
+$7.11M |
-$8.86M |
-$1.74M |
LOW, ITOT, IEFA, SPY, VO
|
13F-HR |
8/6/2021, 02:09 PM |
Q1 2021 |
92 |
$322M |
+$14M |
-$39.7M |
-$25.6M |
LOW, ITOT, IEFA, SPY, RSP
|
13F-HR |
5/7/2021, 02:30 PM |
Q4 2020 |
82 |
$317M |
+$6.93M |
-$17.8M |
-$10.9M |
LOW, ITOT, IEFA, SPY, IEMG
|
13F-HR |
2/10/2021, 02:13 PM |
Q3 2020 |
74 |
$315M |
+$31.9M |
-$35.4M |
-$3.53M |
LOW, IEFA, ITOT, SPY, IEMG
|
13F-HR |
11/10/2020, 09:22 AM |
Q2 2020 |
79 |
$302M |
+$104M |
-$21.8M |
+$81.7M |
LOW, ITOT, CWI, SPY, IEFA
|
13F-HR |
8/7/2020, 10:00 AM |
Q1 2020 |
68 |
$163M |
+$10.2M |
-$6.02M |
+$4.14M |
LOW, ITOT, VYM, VO, VCSH
|
13F-HR |
5/11/2020, 05:08 PM |
Q4 2019 |
93 |
$319M |
+$8.97M |
-$8.5M |
+$467K |
LOW, IEFA, ITOT, SPY, VYM
|
13F-HR |
1/21/2020, 01:39 PM |
Q3 2019 |
95 |
$300M |
+$9.08M |
-$7.21M |
+$1.87M |
LOW, IEFA, ITOT, SPY, VYM
|
13F-HR |
11/7/2019, 09:37 AM |
Q2 2019 |
92 |
$297M |
+$9.56M |
-$8.17M |
+$1.39M |
LOW, IEFA, ITOT, SPY, VYM
|
13F-HR |
8/1/2019, 04:13 PM |
Q1 2019 |
93 |
$305M |
+$13.8M |
-$16.9M |
-$3.04M |
LOW, IEFA, ITOT, SPY, VYM
|
13F-HR |
5/8/2019, 09:58 AM |
Q4 2018 |
84 |
$275M |
+$61.3M |
-$10.8M |
+$50.6M |
LOW, IEFA, ITOT, SPY, VYM
|
13F-HR |
2/13/2019, 01:24 PM |
Q3 2018 |
102 |
$330M |
+$57M |
-$4.79M |
+$52.2M |
LOW, SCHF, SPY, VYM, VTI
|
13F-HR |
11/13/2018, 01:37 PM |
Q2 2018 |
97 |
$291M |
+$76.5M |
-$44.1M |
+$32.4M |
LOW, IEFA, SPY, VYM, FLOT
|
Restatement |
7/12/2018, 02:15 PM |
Q1 2018 |
87 |
$261M |
+$36.5M |
-$9.42M |
+$27.1M |
LOW, SPY, VYM, FNDF, VEU
|
13F-HR |
5/4/2018, 04:25 PM |
Q4 2017 |
87 |
$258M |
+$20.2M |
-$15M |
+$5.22M |
LOW, VYM, SPY, RSPXXXX, VCSH
|
13F-HR |
2/14/2018, 01:07 PM |
Q3 2017 |
86 |
$243M |
+$17.8M |
-$920K |
+$16.9M |
LOW, VYM, SPY, VCSH, RSPXXXX
|
13F-HR |
11/7/2017, 12:27 PM |
Q2 2017 |
86 |
$230M |
+$20.6M |
-$10.4M |
+$10.2M |
LOW, VYM, SPY, RSPXXXX, VCSH
|
13F-HR |
8/7/2017, 11:31 AM |
Q1 2017 |
75 |
$228M |
+$10.1M |
-$81.5M |
-$71.4M |
LOW, VYM, SPY, RSPXXXX, VIG
|
13F-HR |
5/10/2017, 02:24 PM |
Q4 2016 |
146 |
$366M |
+$24.9M |
-$745M |
-$720M |
LOW, VYM, SPY, RSPXXXX, SPLVXXXX
|
13F-HR |
2/14/2017, 01:59 PM |
Q3 2016 |
157 |
$354M |
+$56.5M |
-$6.12M |
+$50.4M |
LOW, VYM, RSPXXXX, SPLVXXXX, VIG
|
13F-HR |
11/14/2016, 05:10 AM |
Q2 2016 |
33 |
$34.2M |
|
|
|
PM, MO, BMY, MDLZ, AXP
|
New Holdings |
10/3/2017, 11:27 AM |
Q2 2016 |
146 |
$327M |
+$23M |
-$758M |
-$735M |
LOW, VYM, SPY, RSPXXXX, VIG
|
Restatement |
10/3/2017, 11:17 AM |
Q1 2016 |
190 |
$380M |
+$51.2M |
-$18.9M |
+$32.3M |
LOW, VYM, RSPXXXX, VIG, VCSH
|
13F-HR |
5/4/2016, 02:49 PM |
Q4 2015 |
153 |
$374M |
+$31.4M |
-$21.8M |
+$9.58M |
LOW, VYM, RSPXXXX, SPY, VCSH
|
13F-HR |
2/9/2016, 03:01 PM |
Q3 2015 |
154 |
$358M |
+$42.5M |
-$8.9M |
+$33.6M |
LOW, VYM, RSPXXXX, SPY, VCSH
|
13F-HR |
11/6/2015, 01:18 PM |
Q2 2015 |
149 |
$352M |
+$7.92M |
-$8.85M |
-$927K |
LOW, VYM, RSPXXXX, SPY, VCSH
|
13F-HR |
8/7/2015, 04:00 PM |
Q1 2015 |
147 |
$363M |
+$18.5M |
-$13.5M |
+$4.99M |
LOW, VYM, RSPXXXX, SPY, VCSH
|
13F-HR |
4/20/2015, 01:51 PM |
Q4 2014 |
153 |
$364M |
+$25.6M |
-$22.2M |
+$3.35M |
LOW, VYM, RSPXXXX, SPY, VIG
|
13F-HR |
2/11/2015, 04:15 PM |
Q3 2014 |
161 |
$344M |
+$22M |
-$19.5M |
+$2.5M |
LOW, VYM, RSPXXXX, VIG, SPY
|
Restatement |
2/11/2015, 04:10 PM |
Q2 2014 |
167 |
$344M |
|
|
|
LOW, RSPXXXX, VYM, VIG, SPY
|
Restatement |
2/11/2015, 03:50 PM |