Q4 2024 |
110 |
$199M |
+$31M |
-$22.5M |
+$8.57M |
KO, DVY, IJH, TCAF, IVV
|
13F-HR |
1/30/2025, 08:12 AM |
Q3 2024 |
113 |
$276M |
+$17.2M |
-$35.2M |
-$18M |
DFH, KO, DVY, TCAF, IJH
|
13F-HR |
11/4/2024, 03:16 PM |
Q2 2024 |
111 |
$260M |
+$9.14M |
-$24.1M |
-$14.9M |
DFH, KO, DVY, IJH, TCAF
|
13F-HR |
7/24/2024, 11:20 AM |
Q1 2024 |
110 |
$316M |
+$27.2M |
-$26.3M |
+$862K |
DFH, KO, CELH, DVY, IJH
|
13F-HR |
4/19/2024, 01:15 PM |
Q4 2023 |
107 |
$285M |
+$49.8M |
-$132M |
-$81.8M |
DFH, KO, CELH, DVY, IJH
|
13F-HR |
1/23/2024, 03:58 PM |
Q3 2023 |
125 |
$326M |
+$11.3M |
-$3.8M |
+$7.48M |
DFH, JPST, KO, CELH, DVY
|
13F-HR |
10/16/2023, 12:08 PM |
Q2 2023 |
120 |
$335M |
+$18.7M |
-$21M |
-$2.32M |
DFH, JPST, KO, CELH, DVY
|
13F-HR |
7/18/2023, 02:55 PM |
Q1 2023 |
117 |
$293M |
+$46.4M |
-$7.55M |
+$38.8M |
JPST, KO, DFH, CELH, DVY
|
13F-HR |
5/9/2023, 03:35 PM |
Q4 2022 |
369 |
$250M |
+$51M |
-$34.5M |
+$16.5M |
JPST, KO, DFH, DVY, IJH
|
13F-HR |
1/27/2023, 01:43 PM |
Q3 2022 |
99 |
$239M |
+$54.2M |
-$19.8M |
+$34.4M |
KO, DFH, JPST, IJH, ACWV
|
13F-HR |
10/25/2022, 01:42 PM |
Q2 2022 |
105 |
$228M |
+$7.77M |
-$10.9M |
-$3.12M |
KO, DFH, IJH, ACWV, IWM
|
13F-HR |
7/29/2022, 02:59 PM |
Q1 2022 |
105 |
$282M |
+$12.7M |
-$6.48M |
+$6.22M |
DFH, KO, IJH, IWM, ACWV
|
13F-HR |
5/4/2022, 09:52 AM |
Q4 2021 |
111 |
$295M |
+$43.5M |
-$30.3M |
+$13.2M |
DFH, KO, IJH, IWM, ACWV
|
13F-HR |
1/28/2022, 11:46 AM |
Q3 2021 |
98 |
$267M |
+$83.3M |
-$26.4M |
+$56.9M |
DFH, KO, JPST, IJH, ACWV
|
Restatement |
10/27/2021, 05:24 PM |
Q2 2021 |
106 |
$214M |
+$12.9M |
-$1.07B |
-$1.06B |
KO, IJH, JPST, GSBD, ACWV
|
13F-HR |
8/11/2021, 10:07 AM |
Q1 2021 |
110 |
$1.27B |
+$625M |
-$20.4M |
+$604M |
CELH, KO, JPST, IJH, ACWV
|
13F-HR |
5/17/2021, 12:54 PM |
Q4 2020 |
108 |
$674M |
+$37.6M |
-$650M |
-$613M |
CELH, KO, JPST, IJH, EFAV
|
13F-HR |
2/11/2021, 03:03 PM |
Q3 2020 |
44 |
$659M |
+$115M |
-$2.97M |
+$112M |
CELH, KO, JPST, EFAV, USMV
|
13F-HR |
11/5/2020, 08:27 AM |
Q2 2020 |
86 |
$361M |
+$2.68M |
-$64M |
-$61.3M |
CELH, KO, USMV, ACWV, EFAV
|
13F-HR |
8/3/2020, 04:31 PM |
Q1 2020 |
87 |
$233M |
|
|
|
CELH, KO, ACWV, EFAV, USMV
|
New Holdings |
5/22/2020, 11:30 AM |
Q1 2020 |
87 |
$233M |
+$4.67M |
-$11.9M |
-$7.21M |
CELH, KO, ACWV, EFAV, USMV
|
13F-HR |
4/27/2020, 05:23 PM |
Q4 2019 |
98 |
$297M |
+$17.3M |
-$4.1M |
+$13.2M |
CELH, KO, ACWV, USMV, EFAV
|
13F-HR |
2/10/2020, 02:19 PM |
Q3 2019 |
98 |
$253M |
+$8.11M |
-$4.68M |
+$3.43M |
CELH, KO, ACWV, USMV, EFAV
|
13F-HR |
10/31/2019, 03:33 PM |
Q2 2019 |
128 |
$273M |
+$27.8M |
-$5.6M |
+$22.2M |
CELH, KO, ACWV, USMV, EFAV
|
13F-HR |
7/19/2019, 05:02 PM |
Q1 2019 |
100 |
$258M |
+$76.8M |
-$3.93M |
+$72.9M |
CELH, KO, USMV, EFAV, ACWV
|
13F-HR |
4/29/2019, 04:35 PM |
Q4 2018 |
100 |
$171M |
+$4.38M |
-$20.1M |
-$15.7M |
KO, CELH, EFAV, USMV, ACWV
|
Restatement |
4/29/2019, 05:06 PM |
Q3 2018 |
107 |
$212M |
+$10M |
-$2.95M |
+$7.05M |
KO, CELH, USMV, EFAV, ACWV
|
13F-HR |
11/8/2018, 04:32 PM |
Q2 2018 |
105 |
$205M |
+$40.6M |
-$1.21M |
+$39.3M |
KO, CELH, EFAV, USMV, VEA
|
13F-HR |
8/13/2018, 03:21 PM |
Q1 2018 |
100 |
$177M |
+$30.9M |
-$7.97M |
+$23M |
KO, EFAV, USMV, VEA, ACWV
|
13F-HR |
5/14/2018, 02:14 PM |
Q4 2017 |
112 |
$177M |
+$8.99M |
-$13M |
-$3.99M |
KO, USMV, EFAV, ACWV, IJH
|
13F-HR |
2/13/2018, 05:53 PM |
Q3 2017 |
110 |
$191M |
+$34.8M |
-$5.56M |
+$29.2M |
KO, USMV, EFAV, IJH, ACWV
|
13F-HR |
11/14/2017, 08:54 PM |
Q2 2017 |
102 |
$158M |
+$16.7M |
-$2.12M |
+$14.6M |
KO, USMV, EFAV, IJH, ACWV
|
13F-HR |
8/15/2017, 12:32 PM |
Q1 2017 |
103 |
$158M |
+$9.44M |
-$4.2M |
+$5.24M |
KO, USMV, EFAV, IJH, EVER
|
13F-HR |
5/8/2017, 06:45 PM |
Q4 2016 |
97 |
$148M |
+$27.7M |
-$14.4M |
+$13.2M |
KO, USMV, EVER, EFAV, IJH
|
13F-HR |
2/13/2017, 04:04 PM |
Q3 2016 |
70 |
$137M |
+$36.6M |
-$4.05M |
+$32.6M |
KO, EFAV, USMV, EVER, IJH
|
13F-HR |
11/15/2016, 10:36 AM |
Q2 2016 |
63 |
$104M |
+$3.81M |
-$41.8M |
-$38M |
USMV, EFAV, EVER, IJH, QQQXXXX
|
13F-HR |
8/2/2016, 01:56 PM |
Q1 2016 |
63 |
$140M |
+$5M |
-$3.65M |
+$1.35M |
KO, USMV, EFAV, EVER, IJH
|
13F-HR |
5/3/2016, 04:23 PM |
Q4 2015 |
88 |
$139M |
|
|
|
KO, EFAV, USMV, EVER, IJH
|
13F-HR |
2/10/2016, 12:08 PM |