Q2 2024 |
103 |
$402M |
+$86.9M |
-$70.6M |
+$16.3M |
SPY, DFAI, FBND, ITOT, CGGR
|
13F-HR |
8/14/2024, 01:41 PM |
Q1 2024 |
106 |
$384M |
+$64.5M |
-$27.1M |
+$37.4M |
DFAI, SPY, FBND, CGGR, VIG
|
13F-HR |
5/14/2024, 09:13 AM |
Q4 2023 |
101 |
$325M |
+$151M |
-$17.2M |
+$134M |
SPY, FBND, DFAI, QQQ, CGGR
|
13F-HR |
2/13/2024, 03:21 PM |
Q3 2023 |
101 |
$174M |
+$21.8M |
-$22M |
-$251K |
SPY, EFA, QQQ, PJUN, IWM
|
13F-HR |
11/13/2023, 12:04 PM |
Q2 2023 |
92 |
$180M |
+$12.9M |
-$10.9M |
+$2.04M |
SPY, QQQ, EFA, PJUN, IWM
|
13F-HR |
8/8/2023, 02:01 PM |
Q1 2023 |
91 |
$169M |
+$17.7M |
-$20.5M |
-$2.79M |
SPY, QQQ, EFA, PJUN, EEM
|
13F-HR |
5/4/2023, 01:00 PM |
Q4 2022 |
94 |
$174M |
+$19.2M |
-$10.1M |
+$9.05M |
SPY, QQQ, EFA, XLF, IWM
|
13F-HR |
2/7/2023, 10:25 AM |
Q3 2022 |
83 |
$155M |
+$12.4M |
-$4.16M |
+$8.19M |
SPY, EFA, QQQ, XLF, EEM
|
13F-HR |
11/9/2022, 01:13 PM |
Q2 2022 |
89 |
$169M |
+$22.3M |
-$5.46M |
+$16.9M |
SPY, EFA, QQQ, IWM, EEM
|
13F-HR |
8/5/2022, 06:47 PM |
Q1 2022 |
87 |
$193M |
+$18.6M |
-$12.2M |
+$6.4M |
SPY, EFA, QQQ, IWM, XLF
|
13F-HR |
5/2/2022, 03:46 PM |
Q4 2021 |
87 |
$197M |
+$6.19M |
-$6.05M |
+$134K |
SPY, QQQ, EFA, IWM, XLF
|
13F-HR |
1/27/2022, 02:20 PM |
Q3 2021 |
88 |
$187M |
+$14.3M |
-$4.09M |
+$10.2M |
SPY, QQQ, EFA, IWM, XLF
|
13F-HR |
11/5/2021, 01:51 PM |
Q2 2021 |
83 |
$179M |
+$11.1M |
-$20.2M |
-$9.17M |
SPY, QQQ, EFA, IWM, XLF
|
13F-HR |
8/11/2021, 03:33 PM |
Q1 2021 |
75 |
$178M |
+$10.7M |
-$16M |
-$5.31M |
SPY, EFA, QQQ, IWM, XLF
|
13F-HR |
5/5/2021, 11:01 AM |
Q4 2020 |
74 |
$173M |
+$5.89M |
-$3.65M |
+$2.24M |
SPY, EFA, QQQ, EEM, XLF
|
13F-HR |
2/5/2021, 08:56 AM |
Q3 2020 |
78 |
$164M |
+$27.6M |
-$32M |
-$4.45M |
SPY, EFA, QQQ, EEM, XLF
|
13F-HR |
11/9/2020, 09:24 AM |
Q2 2020 |
70 |
$155M |
+$6.5M |
-$4.35M |
+$2.16M |
SPY, QQQ, EFA, EEM, XLF
|
13F-HR |
8/7/2020, 11:09 AM |
Q1 2020 |
63 |
$132M |
+$6.98M |
-$7.71M |
-$725K |
SPY, QQQ, EFA, EEM, XLF
|
13F-HR |
5/12/2020, 11:30 AM |
Q4 2019 |
74 |
$170M |
+$9.45M |
-$2.05M |
+$7.39M |
SPY, QQQ, EFA, XLF, EEM
|
13F-HR |
1/27/2020, 11:14 AM |
Q3 2019 |
72 |
$151M |
+$13.6M |
-$5.11M |
+$8.52M |
SPY, QQQ, EFA, XLF, EEM
|
13F-HR |
11/7/2019, 10:49 AM |
Q2 2019 |
82 |
$155M |
+$11.2M |
-$13.1M |
-$1.95M |
QQQ, SPY, EFA, XLF, EEM
|
13F-HR |
8/8/2019, 10:53 AM |
Q1 2019 |
81 |
$152M |
+$13.9M |
-$1.62M |
+$12.3M |
SPY, QQQ, EFA, XLF, EEM
|
13F-HR |
5/9/2019, 01:01 PM |
Q4 2018 |
78 |
$137M |
+$11.8M |
-$5.81M |
+$6.01M |
SPY, QQQ, EFA, XLF, EEM
|
13F-HR |
2/11/2019, 07:08 PM |
Q3 2018 |
80 |
$156M |
+$6.58M |
-$2.9M |
+$3.68M |
SPY, QQQ, EFA, XLF, EEM
|
13F-HR |
11/2/2018, 04:04 PM |
Q2 2018 |
79 |
$151M |
+$37M |
-$12.2M |
+$24.8M |
SPY, QQQ, EFA, XLF, EEM
|
13F-HR |
8/9/2018, 02:03 PM |
Q1 2018 |
75 |
$146M |
+$9.38M |
-$4.31M |
+$5.07M |
SPY, QQQXXXX, EFA, MDY, XLF
|
13F-HR |
5/7/2018, 01:18 PM |
Q4 2017 |
78 |
$151M |
+$17M |
-$11.4M |
+$5.58M |
SPY, QQQXXXX, EFA, MDY, XLF
|
13F-HR |
2/9/2018, 02:45 PM |
Q3 2017 |
52 |
$135M |
+$5.58M |
-$4.99M |
+$594K |
SPY, QQQXXXX, EFA, MDY, XLF
|
13F-HR |
11/2/2017, 03:34 PM |
Q2 2017 |
62 |
$141M |
|
|
|
SPY, QQQXXXX, EFA, MDY, XLF
|
Restatement |
8/14/2017, 01:49 PM |
Q1 2017 |
28 |
$121M |
|
|
|
SPY, QQQXXXX, EFA, MDY, XLF
|
13F-HR |
5/12/2017, 03:32 PM |
Q4 2016 |
52 |
$111M |
|
|
|
SPY, QQQXXXX, MDY, EFA, BP
|
13F-HR |
2/14/2017, 09:00 AM |