Q2 2023 |
417 |
$1.06B |
+$108M |
-$55.5M |
+$52.2M |
IEFA, IVV, VO, DGRO, SPYD
|
13F-HR |
7/21/2023, 08:38 AM |
Q1 2023 |
378 |
$978M |
+$277M |
-$111M |
+$166M |
IEFA, IVV, DGRO, VO, SPYD
|
13F-HR |
4/14/2023, 09:16 AM |
Q4 2022 |
373 |
$788M |
+$60.3M |
-$26.4M |
+$33.9M |
DGRO, IVV, SPYD, IEFA, GSLC
|
13F-HR |
1/20/2023, 09:10 AM |
Q3 2022 |
371 |
$688M |
+$77.6M |
-$23.6M |
+$54M |
DGRO, IVV, SPYD, IEFA, GSLC
|
13F-HR |
10/24/2022, 10:14 AM |
Q2 2022 |
396 |
$686M |
+$76.5M |
-$21M |
+$55.5M |
DGRO, IVV, IEFA, GSLC, STIP
|
Restatement |
8/24/2022, 02:11 PM |
Q1 2022 |
390 |
$729M |
+$88.2M |
-$10.6M |
+$77.6M |
DGRO, IVV, IEFA, GSLC, STIP
|
Restatement |
8/24/2022, 02:07 PM |
Q4 2021 |
427 |
$681M |
+$70.3M |
-$17.6M |
+$52.7M |
DGRO, IVV, IEFA, GSLC, STIP
|
13F-HR |
1/25/2022, 07:06 AM |
Q3 2021 |
440 |
$583M |
+$35.3M |
-$339M |
-$303M |
DGRO, IVV, IEFA, GSLC, STIP
|
13F-HR |
1/12/2022, 11:49 AM |
Q2 2021 |
427 |
$891M |
+$436M |
-$37.7M |
+$399M |
IVV, DGRO, IEFA, GSLC, VNQ
|
13F-HR |
7/20/2021, 06:40 AM |
Q1 2021 |
430 |
$463M |
+$42.7M |
-$8.17M |
+$34.5M |
IVV, IEFA, GSLC, DGRO, VNQ
|
13F-HR |
4/20/2021, 08:44 AM |
Q4 2020 |
359 |
$409M |
+$29.4M |
-$5.49M |
+$23.9M |
IVV, IEFA, GSLC, VNQ, DGRO
|
13F-HR |
1/19/2021, 07:08 AM |
Q3 2020 |
318 |
$352M |
+$30.9M |
-$7.57M |
+$23.4M |
IVV, IEFA, GSLC, VNQ, IAUXXXX
|
13F-HR |
10/19/2020, 08:25 AM |
Q2 2020 |
301 |
$313M |
+$143M |
-$35.4M |
+$107M |
IVV, IEFA, GSLC, VNQ, IAUXXXX
|
Restatement |
7/20/2020, 10:14 AM |
Q1 2020 |
324 |
$184M |
+$27M |
-$6.61M |
+$20.4M |
IAUXXXX, IVV, VNQ, BSCL, BSCN
|
13F-HR |
4/20/2020, 08:58 AM |
Q4 2019 |
346 |
$211M |
+$10.8M |
-$2.05M |
+$8.78M |
IAUXXXX, VNQ, IVV, BSCM, BSCL
|
13F-HR |
1/14/2020, 09:11 AM |
Q3 2019 |
367 |
$198M |
+$5.2M |
-$7.36M |
-$2.16M |
IAUXXXX, VNQ, IVV, BSCM, BSCL
|
13F-HR |
10/21/2019, 12:35 PM |
Q2 2019 |
396 |
$198M |
+$4.76M |
-$12.7M |
-$7.92M |
IAUXXXX, VNQ, BSCM, IVV, BSCL
|
13F-HR |
7/15/2019, 02:57 PM |
Q1 2019 |
402 |
$201M |
+$189M |
-$2.77B |
-$2.58B |
VNQ, IAUXXXX, BSCM, BSCL, BSCN
|
13F-HR |
4/15/2019, 03:44 PM |
Q4 2018 |
404 |
$194M |
+$8.02M |
-$142M |
-$134M |
IAUXXXX, VNQ, BSCM, BSCK, BSCL
|
Restatement |
1/24/2019, 01:53 PM |
Q3 2018 |
368 |
$357M |
+$347M |
-$2.64B |
-$2.29B |
VNQ, IAUXXXX, BSCM, BSCK, BSCO
|
13F-HR |
10/26/2018, 10:54 AM |
Q2 2018 |
391 |
$342M |
|
|
|
VNQ, IAUXXXX, BSCM, BSCK, BSCO
|
New Holdings |
7/24/2018, 11:48 AM |
Q2 2018 |
16 |
$2.52B |
+$2.51B |
-$85.5M |
+$2.43B |
IVV, GSLC, FNDA, REET, GEM
|
13F-HR |
7/24/2018, 11:40 AM |
Q1 2018 |
9 |
$199M |
|
|
|
DGRO, XLV, XLI
|
New Holdings |
5/14/2018, 11:16 AM |
Q1 2018 |
413 |
$380M |
+$218M |
-$2.53M |
+$216M |
DGRO, XLV, VNQ, IAUXXXX, BSCMXXXX
|
13F-HR |
4/12/2018, 04:31 PM |
Q4 2017 |
402 |
$179M |
+$17.1M |
-$2.2M |
+$14.9M |
VNQ, IAUXXXX, BSCMXXXX, BSCKXXXX, BSCJXXXX
|
13F-HR |
1/12/2018, 01:50 PM |
Q3 2017 |
393 |
$160M |
+$3.3M |
-$116M |
-$112M |
VNQ, IAUXXXX, BSCKXXXX, BSCMXXXX, BSCJXXXX
|
13F-HR |
10/10/2017, 02:25 PM |
Q2 2017 |
399 |
$152M |
+$12.4M |
-$3.26M |
+$9.1M |
VNQ, IAUXXXX, BSCKXXXX, XOM, BSCMXXXX
|
Restatement |
7/10/2017, 03:33 PM |
Q1 2017 |
368 |
$142M |
+$19.4M |
-$3.9M |
+$15.5M |
VNQ, IAUXXXX, BSCIXXXX, XOM, BSCKXXXX
|
13F-HR |
4/17/2017, 01:26 PM |
Q4 2016 |
376 |
$125M |
|
|
|
VNQ, IAUXXXX, XOM, BSCIXXXX, BSCKXXXX
|
13F-HR |
1/27/2017, 02:54 PM |