| Q4 2024 |
81 |
$174M |
+$124M |
-$123M |
+$584K |
JCPB, PYLD, IJR, IEFA, XLE
|
13F-HR |
1/27/2025, 12:37 PM |
| Q3 2024 |
69 |
$179M |
+$107M |
-$96.8M |
+$9.83M |
JPST, BIL, SGOV, FTSM, JCPB
|
13F-HR |
10/18/2024, 09:34 AM |
| Q2 2024 |
94 |
$161M |
+$32.2M |
-$30.5M |
+$1.71M |
AGG, IEFA, IJR, SPEM, VCLT
|
13F-HR |
8/12/2024, 02:33 PM |
| Q1 2024 |
83 |
$161M |
+$75.3M |
-$56.3M |
+$19M |
AGG, JPST, IJH, IEFA, IJR
|
13F-HR |
5/15/2024, 04:46 PM |
| Q4 2023 |
68 |
$142M |
+$20.5M |
-$27.1M |
-$6.61M |
IEFA, SPLG, AGG, IJH, IJR
|
13F-HR |
2/7/2024, 03:56 PM |
| Q3 2023 |
112 |
$137M |
+$88.2M |
-$88.6M |
-$437K |
IEFA, AGG, SPLG, IJH, IJR
|
13F-HR |
11/9/2023, 05:01 PM |
| Q2 2023 |
85 |
$142M |
+$23.8M |
-$1.96M |
+$21.9M |
AGG, IJR, SHYG, IGLB, VCSH
|
13F-HR |
8/8/2023, 05:19 PM |
| Q1 2023 |
81 |
$132M |
+$105M |
-$29.7M |
+$75.2M |
AGG, IGLB, SHYG, TLT, VCSH
|
13F-HR |
4/21/2023, 02:34 PM |
| Q4 2022 |
55 |
$98.7M |
+$10.6M |
-$2.55M |
+$8.09M |
SCHZ, SPHY, SCHV, RSP, VCLT
|
13F-HR |
1/26/2023, 09:52 AM |
| Q3 2022 |
73 |
$121M |
+$78.8M |
-$14.6M |
+$64.2M |
SCHZ, SPHY, SCHV, BNDX, VCLT
|
13F-HR |
10/5/2022, 01:47 PM |
| Q2 2022 |
75 |
$124M |
+$38.7M |
-$24.7M |
+$14M |
URA, USHY, BNDX, SCHA, SPYV
|
13F-HR |
7/19/2022, 12:55 PM |
| Q1 2022 |
147 |
$135M |
+$88.7M |
-$9M |
+$79.7M |
PFFD, SCHZ, USHY, BNDX, VTWO
|
13F-HR |
4/22/2022, 01:39 PM |
| Q4 2021 |
168 |
$125M |
|
|
|
BSV, VCLT, VCIT, BNDX, SCHA
|
13F-HR |
1/26/2022, 03:38 PM |
| Q2 2019 |
66 |
$72.2M |
+$15.9M |
-$8.33M |
+$7.6M |
SCHF, RSP, SCHV, SCHM, SCHD
|
13F-HR |
8/8/2019, 09:04 AM |
| Q1 2019 |
63 |
$66.9M |
+$22.1M |
-$6.87M |
+$15.2M |
SCHF, ERIE, RSP, SCHV, PGX
|
13F-HR |
5/7/2019, 06:07 PM |
| Q4 2018 |
71 |
$65.7M |
|
|
|
ERIE, FNDX, SCHM, SCHB, SCHA
|
13F-HR |
2/7/2019, 11:57 AM |