Q3 2023 |
1 |
$27.7M |
|
|
|
IAU
|
13F-HR |
10/31/2023, 12:16 PM |
Q2 2023 |
1 |
$28.8M |
|
|
|
IAU
|
13F-HR |
8/9/2023, 09:26 AM |
Q1 2023 |
1 |
$29.6M |
|
|
|
IAU
|
13F-HR |
5/10/2023, 01:06 PM |
Q4 2022 |
1 |
$27.4M |
|
|
|
IAU
|
13F-HR |
2/7/2023, 03:50 PM |
Q3 2022 |
1 |
$25M |
|
|
|
IAU
|
13F-HR |
11/9/2022, 12:09 PM |
Q2 2022 |
1 |
$27.2M |
|
-$229K |
-$229K |
IAU
|
13F-HR |
8/10/2022, 11:46 AM |
Q1 2022 |
5 |
$71.7M |
|
-$40.8M |
-$40.8M |
AGG, IAU, IVV, IEFA, SPEM
|
13F-HR |
4/29/2022, 12:46 PM |
Q4 2021 |
7 |
$129M |
|
-$41.8M |
-$41.8M |
AGG, IAU, IVV, IVOL, IEFA
|
13F-HR |
2/3/2022, 12:37 PM |
Q3 2021 |
7 |
$168M |
$0 |
$0 |
|
AGG, IAU, IVV, IVOL, IEFA
|
13F-HR |
10/29/2021, 03:46 PM |
Q2 2021 |
7 |
$170M |
+$34.4M |
-$56.3M |
-$22M |
AGG, IAU, IVV, IVOL, IEFA
|
13F-HR |
8/10/2021, 04:35 PM |
Q1 2021 |
8 |
$189M |
+$233K |
-$3.77M |
-$3.53M |
AGG, IAUXXXX, AMLP, IVV, IVOL
|
13F-HR |
4/27/2021, 10:17 AM |
Q4 2020 |
8 |
$194M |
+$15.7M |
|
+$15.7M |
AGG, IAUXXXX, IVV, AMLP, IVOL
|
13F-HR |
1/27/2021, 08:28 AM |
Q3 2020 |
9 |
$208M |
+$29.9M |
-$3.64M |
+$26.2M |
AGG, SHY, IAUXXXX, IVV, AMLP
|
13F-HR |
11/5/2020, 10:51 AM |
Q2 2020 |
8 |
$196M |
+$65.3M |
-$211M |
-$146M |
AGG, SHY, IAUXXXX, IVV, AMLPXXXX
|
13F-HR |
8/3/2020, 12:40 PM |
Q1 2020 |
11 |
$259M |
+$26.9M |
-$135M |
-$108M |
SHY, IVV, IEFA, IAUXXXX, AGG
|
13F-HR |
4/29/2020, 05:05 PM |
Q4 2019 |
9 |
$437M |
+$40.3M |
-$16.9M |
+$23.3M |
IVV, SHY, IEFA, AMLPXXXX, AGG
|
13F-HR |
1/9/2020, 01:00 PM |
Q3 2019 |
8 |
$397M |
+$32.1M |
-$24M |
+$8.1M |
IVV, SHY, IEFA, AMLPXXXX, EWJ
|
13F-HR |
10/24/2019, 10:18 AM |
Q2 2019 |
8 |
$387M |
|
-$21.2M |
-$21.2M |
IVV, SHY, IEFA, AMLPXXXX, EWJ
|
13F-HR |
7/25/2019, 02:34 PM |
Q1 2019 |
9 |
$413M |
+$27.3M |
-$33.1M |
-$5.76M |
IVV, SHY, IEFA, AMLPXXXX, EWJ
|
13F-HR |
5/8/2019, 11:46 AM |
Q4 2018 |
8 |
$389M |
+$13.8M |
-$24.3M |
-$10.5M |
SHY, IVV, SPY, IEFA, EWJ
|
13F-HR |
1/29/2019, 09:09 AM |
Q3 2018 |
8 |
$435M |
+$180M |
-$32.5M |
+$147M |
SHY, IVV, SPY, IEFA, EWJ
|
13F-HR |
10/19/2018, 03:13 PM |
Q2 2018 |
10 |
$335M |
+$24.2M |
-$49.2M |
-$25M |
IVV, SPY, SHY, IEFA, IEI
|
13F-HR |
7/27/2018, 12:38 PM |
Q1 2018 |
10 |
$415M |
+$67.3M |
-$38.6M |
+$28.7M |
IVV, SPY, EFA, IEI, SHY
|
13F-HR |
5/10/2018, 09:26 AM |
Q4 2017 |
9 |
$408M |
+$53.9M |
-$12.8M |
+$41.1M |
IVV, SPY, EFA, IEFA, IEI
|
13F-HR |
2/6/2018, 01:47 PM |
Q3 2017 |
8 |
$354M |
+$38.4M |
-$89.1M |
-$50.7M |
IVV, SPY, IEI, EFA, IEFA
|
13F-HR |
10/12/2017, 10:46 AM |
Q2 2017 |
8 |
$472M |
+$126M |
-$50M |
+$75.8M |
SPY, SHY, IEI, EFA, IVV
|
13F-HR |
7/25/2017, 04:29 PM |
Q1 2017 |
6 |
$388M |
|
-$37M |
-$37M |
SPY, EFA, SHY, IEI, EWC
|
13F-HR |
5/8/2017, 03:54 PM |
Q4 2016 |
6 |
$408M |
|
|
|
SPY, EFA, SHY, IEI, EWC
|
13F-HR |
2/8/2017, 02:03 PM |