Q1 2025 |
99 |
$289M |
+$4.48M |
-$4.84M |
-$357K |
IEFA, NVDA, AAPL, SPY, IEMG
|
13F-HR |
4/15/2025, 05:42 PM |
Q4 2024 |
101 |
$301M |
+$6.71M |
-$5.15M |
+$1.57M |
NVDA, IEFA, AAPL, SPY, IJR
|
13F-HR |
1/21/2025, 08:14 AM |
Q3 2024 |
101 |
$301M |
+$5.51M |
-$14.4M |
-$8.91M |
NVDA, IEFA, AAPL, SPY, IJR
|
13F-HR |
11/6/2024, 10:16 AM |
Q2 2024 |
98 |
$291M |
+$27.8M |
-$3.51M |
+$24.3M |
NVDA, IEFA, AAPL, SPY, IJH
|
13F-HR |
8/9/2024, 09:13 AM |
Q1 2024 |
98 |
$281M |
+$21.5M |
-$3.27M |
+$18.2M |
IEFA, NVDA, SPY, AAPL, IJH
|
13F-HR |
5/8/2024, 01:59 PM |
Q4 2023 |
91 |
$252M |
+$5.51M |
-$5.19M |
+$321K |
IEFA, AAPL, SPY, IJR, IJH
|
13F-HR |
2/7/2024, 10:55 AM |
Q3 2023 |
93 |
$229M |
+$3.76M |
-$5.4M |
-$1.64M |
IEFA, AAPL, SPY, IJH, IJR
|
13F-HR |
11/3/2023, 03:45 PM |
Q2 2023 |
92 |
$242M |
+$6.89M |
-$5.63M |
+$1.26M |
AAPL, IEFA, SPY, IJR, IJH
|
13F-HR |
8/10/2023, 01:11 PM |
Q1 2023 |
90 |
$228M |
+$6.25M |
-$4.65M |
+$1.6M |
IEFA, AAPL, IEMG, IJR, SPY
|
13F-HR |
5/2/2023, 03:16 PM |
Q4 2022 |
89 |
$213M |
+$14M |
-$5.92M |
+$8.1M |
IEFA, AAPL, IJR, SPY, IJH
|
13F-HR |
2/6/2023, 04:29 PM |
Q3 2022 |
86 |
$194M |
+$24.2M |
-$9.39M |
+$14.8M |
AAPL, IJR, SPY, IJH, SDY
|
13F-HR |
11/14/2022, 08:03 AM |
Q2 2022 |
81 |
$197M |
+$6.87M |
-$5.31M |
+$1.55M |
AAPL, IJR, SPY, IJH, EFA
|
13F-HR |
7/20/2022, 04:58 PM |
Q1 2022 |
87 |
$235M |
+$5.66M |
-$3.31M |
+$2.35M |
AAPL, IJR, SPY, EFA, IJH
|
13F-HR |
5/9/2022, 05:23 PM |
Q4 2021 |
91 |
$245M |
+$8.4M |
-$3.07M |
+$5.33M |
AAPL, EFA, IJR, SPY, IJH
|
13F-HR |
2/3/2022, 02:17 PM |
Q3 2021 |
86 |
$223M |
+$11.8M |
-$5.14M |
+$6.65M |
EFA, IJR, AAPL, SPY, IJH
|
13F-HR |
11/1/2021, 03:57 PM |
Q2 2021 |
85 |
$223M |
+$6.1M |
-$7.78M |
-$1.68M |
EFA, IJR, IJH, SPY, AAPL
|
13F-HR |
7/21/2021, 02:10 PM |
Q1 2021 |
81 |
$210M |
+$3.44M |
-$6.11M |
-$2.67M |
EFA, IJR, IJH, EEMV, SPY
|
13F-HR |
5/13/2021, 04:34 PM |
Q4 2020 |
78 |
$198M |
+$9.67M |
-$2.49M |
+$7.18M |
EFA, EEMV, IJR, AAPL, IJH
|
13F-HR |
2/3/2021, 05:05 PM |
Q3 2020 |
74 |
$174M |
+$11M |
-$2.57M |
+$8.45M |
EEMV, EFA, AAPL, IJR, SPY
|
13F-HR |
11/2/2020, 10:47 AM |
Q2 2020 |
70 |
$163M |
+$3.24M |
-$1.7M |
+$1.54M |
EEMV, EFA, IJR, AAPL, IJH
|
13F-HR |
7/23/2020, 04:55 PM |
Q1 2020 |
69 |
$137M |
+$4.94M |
-$1.69M |
+$3.25M |
EEMV, EFA, SPY, IJR, IJH
|
13F-HR |
5/13/2020, 02:47 PM |
Q4 2019 |
70 |
$172M |
+$2.21M |
-$2.36M |
-$150K |
EEMV, IJR, IJH, DGS, SPY
|
13F-HR |
1/24/2020, 09:04 AM |
Q3 2019 |
72 |
$162M |
+$1.18M |
-$1.44M |
-$256K |
EEMV, IJR, IJH, SPY, VNQ
|
13F-HR |
10/28/2019, 04:38 PM |
Q2 2019 |
73 |
$161M |
+$4.05M |
-$1.37M |
+$2.68M |
EEMV, IJR, IJH, DGS, SPY
|
13F-HR |
7/25/2019, 03:28 PM |
Q1 2019 |
73 |
$156M |
+$10.4M |
-$2.37M |
+$8M |
EEMV, IJR, IJH, DGS, SPY
|
13F-HR |
5/9/2019, 11:45 AM |
Q4 2018 |
70 |
$133M |
+$649K |
-$10.6M |
-$9.91M |
IJR, EEMV, IJH, SPY, VNQ
|
13F-HR |
1/29/2019, 04:33 PM |
Q3 2018 |
75 |
$170M |
+$2.57M |
-$753K |
+$1.82M |
IJR, IJH, EEMV, SPY, VNQ
|
13F-HR |
11/1/2018, 09:47 AM |
Q2 2018 |
73 |
$159M |
+$3.5M |
-$2.67M |
+$833K |
IJR, IJH, EEMV, VNQ, SPY
|
13F-HR |
8/10/2018, 05:25 PM |
Q1 2018 |
75 |
$157M |
+$8.27M |
-$7.24M |
+$1.03M |
IJR, EEMV, IJH, SPY, VNQ
|
13F-HR |
5/9/2018, 04:02 PM |
Q4 2017 |
75 |
$163M |
+$5.09M |
-$8M |
-$2.91M |
IJR, IJH, EEMV, SPY, VNQ
|
13F-HR |
2/5/2018, 10:40 AM |
Q3 2017 |
74 |
$162M |
+$4.25M |
-$4.87M |
-$624K |
IJR, IJH, EEMV, VNQ, SPY
|
13F-HR |
11/14/2017, 08:04 AM |
Q2 2017 |
71 |
$155M |
+$4.79M |
-$3.43M |
+$1.36M |
IJR, IJH, EEMV, VNQ, SPY
|
13F-HR |
8/7/2017, 04:30 PM |
Q1 2017 |
70 |
$154M |
+$5.46M |
-$7.43M |
-$1.97M |
IJR, IJH, VNQ, EEMV, SPY
|
13F-HR |
5/9/2017, 09:21 PM |
Q4 2016 |
72 |
$155M |
+$2.83M |
-$2.68M |
+$142K |
IJR, IJH, VNQ, SPY, AMLPXXXX
|
13F-HR |
2/3/2017, 03:44 PM |
Q3 2016 |
73 |
$150M |
+$1.18M |
-$3.44M |
-$2.26M |
IJR, IJH, VNQ, EEMV, AMLPXXXX
|
13F-HR |
11/2/2016, 02:55 PM |
Q2 2016 |
74 |
$151M |
+$421K |
-$2.48M |
-$2.06M |
IJR, VNQ, IJH, EEMV, GILD
|
13F-HR |
8/10/2016, 03:00 PM |
Q1 2016 |
77 |
$152M |
+$7.03M |
-$1M |
+$6.03M |
IJR, IJH, VNQ, GILD, EEMV
|
13F-HR |
5/2/2016, 11:30 AM |
Q4 2015 |
77 |
$144M |
+$5.34M |
-$4.78M |
+$563K |
GILD, IJR, IJH, SPY, VNQ
|
13F-HR |
2/2/2016, 04:05 PM |
Q3 2015 |
77 |
$142M |
+$3.84M |
-$1.74M |
+$2.1M |
GILD, IJR, IJH, SPY, VNQ
|
13F-HR |
11/10/2015, 03:22 PM |
Q2 2015 |
81 |
$157M |
+$3.95M |
-$1.9M |
+$2.05M |
GILD, IJR, IJH, EEMV, SPY
|
13F-HR |
8/6/2015, 01:35 PM |
Q1 2015 |
84 |
$157M |
+$2.42M |
-$257K |
+$2.16M |
GILD, IJH, IJR, EEMV, SPY
|
13F-HR |
4/30/2015, 06:45 AM |
Q4 2014 |
87 |
$153M |
|
|
|
GILD, IJH, IJR, AMLPXXXX, ORCL
|
13F-HR |
2/2/2015, 03:44 PM |