Q4 2024 |
129 |
$703M |
+$295M |
-$6.62M |
+$288M |
DFAC, BNDX, MTUM, BND, DFUV
|
13F-HR |
2/11/2025, 10:25 AM |
Q3 2024 |
87 |
$422M |
+$79.4M |
-$1.68B |
-$1.6B |
DFAC, BNDX, DFUV, MTUM, BND
|
13F-HR |
10/29/2024, 09:51 AM |
Q2 2024 |
509 |
$1.94B |
+$764M |
-$80M |
+$684M |
MTUM, BNDX, VBR, VTI, BND
|
13F-HR |
7/11/2024, 02:40 PM |
Q1 2024 |
537 |
$1.28B |
+$57.3M |
-$765M |
-$708M |
MTUM, VBR, DFUV, BNDX, USMV
|
13F-HR |
4/2/2024, 11:47 AM |
Q4 2023 |
497 |
$1.85B |
+$97.8M |
-$244M |
-$146M |
VBR, BNDX, MTUM, VTI, BND
|
13F-HR |
1/2/2024, 02:08 PM |
Q3 2023 |
527 |
$1.84B |
+$131M |
-$80M |
+$51.1M |
BNDX, VBR, MTUM, VTI, BND
|
13F-HR |
10/10/2023, 09:50 AM |
Q2 2023 |
577 |
$1.89B |
+$122M |
-$58.8M |
+$63.6M |
VBR, BNDX, VTI, BBAG, USMV
|
13F-HR |
7/5/2023, 12:14 PM |
Q1 2023 |
546 |
$1.81B |
+$156M |
-$51.2M |
+$105M |
VBR, BNDX, BBAG, USMV, VTI
|
13F-HR |
4/3/2023, 01:53 PM |
Q4 2022 |
541 |
$1.69B |
+$137M |
-$46.4M |
+$90.5M |
VBR, BBAG, BNDX, USMV, BND
|
13F-HR |
1/6/2023, 11:26 AM |
Q3 2022 |
535 |
$1.48B |
+$140M |
-$25.3M |
+$115M |
BBAG, USMV, BNDX, VBR, BND
|
13F-HR |
10/3/2022, 12:54 PM |
Q2 2022 |
541 |
$1.49B |
+$152M |
-$35.2M |
+$117M |
USMV, BBAG, BNDX, VBR, BND
|
13F-HR |
7/11/2022, 10:32 AM |
Q1 2022 |
571 |
$1.59B |
+$174M |
-$24.8M |
+$149M |
USMV, VBR, BBAG, BNDX, VTI
|
13F-HR |
4/4/2022, 12:34 PM |
Q4 2021 |
604 |
$1.56B |
+$101M |
-$62.9M |
+$37.7M |
USMV, VBR, BNDX, BND, VTI
|
13F-HR |
1/11/2022, 10:26 AM |
Q3 2021 |
636 |
$1.52B |
+$149M |
-$124M |
+$25M |
USMV, VBR, BND, BNDX, VTI
|
13F-HR |
10/18/2021, 10:39 AM |
Q2 2021 |
650 |
$1.5B |
+$117M |
-$78M |
+$39.3M |
VBR, USMV, BND, BNDX, ACWV
|
13F-HR |
7/7/2021, 09:30 AM |
Q1 2021 |
631 |
$1.39B |
+$118M |
-$80.5M |
+$37.2M |
VBR, USMV, ACWV, BND, BNDX
|
13F-HR |
5/3/2021, 01:10 PM |
Q4 2020 |
593 |
$1.29B |
+$72.7M |
-$69.4M |
+$3.25M |
USMV, ACWV, VBR, BND, BNDX
|
13F-HR |
2/18/2021, 11:57 AM |
Q3 2020 |
579 |
$1.17B |
+$359M |
-$13.3M |
+$346M |
ACWV, USMV, BND, BNDX, VBR
|
13F-HR |
11/3/2020, 02:24 PM |
Q2 2020 |
296 |
$800M |
+$341M |
-$28M |
+$313M |
ACWV, USMV, BND, BNDX, VBR
|
13F-HR |
7/20/2020, 08:33 AM |
Q1 2020 |
278 |
$451M |
+$89.2M |
-$10.4M |
+$78.8M |
BND, BNDX, VTI, VBR, MTUM
|
13F-HR |
5/15/2020, 09:20 AM |
Q4 2019 |
322 |
$485M |
+$42.2M |
-$21.8M |
+$20.4M |
BND, BNDX, VTI, VBR, EFV
|
13F-HR |
2/12/2020, 12:18 PM |
Q3 2019 |
330 |
$484M |
+$48.5M |
-$31.7M |
+$16.7M |
BND, BNDX, VTI, VBR, EFV
|
13F-HR |
11/4/2019, 10:20 AM |
Q2 2019 |
318 |
$490M |
+$48.8M |
-$69M |
-$20.2M |
BND, BNDX, VTI, VBR, EFV
|
13F-HR |
8/7/2019, 09:41 AM |
Q1 2019 |
410 |
$584M |
+$185M |
-$13M |
+$172M |
ACWV, VTI, BND, BNDX, VBR
|
13F-HR |
5/13/2019, 03:17 PM |
Q4 2018 |
375 |
$391M |
|
|
|
BND, BNDX, VTI, VBR, EFV
|
New Holdings |
5/22/2019, 03:51 PM |
Q4 2018 |
375 |
$391M |
+$162M |
-$212K |
+$162M |
BND, BNDX, VTI, VBR, EFV
|
13F-HR |
2/6/2019, 09:53 AM |
Q3 2018 |
45 |
$252M |
+$10.8M |
-$947K |
+$9.9M |
BND, BNDX, VTI, VBR, EFV
|
13F-HR |
11/6/2018, 02:45 PM |
Q2 2018 |
34 |
$238M |
+$6.75M |
-$2.29M |
+$4.46M |
BND, BNDX, VTI, VBR, EFV
|
13F-HR |
8/6/2018, 02:12 PM |
Q1 2018 |
34 |
$235M |
+$21.3M |
|
+$21.3M |
BND, BNDX, VTI, VBR, EFV
|
13F-HR |
5/2/2018, 02:17 PM |
Q4 2017 |
31 |
$216M |
+$15.1M |
-$106K |
+$15M |
BND, BNDX, VTI, VBR, EFV
|
13F-HR |
2/5/2018, 03:12 PM |
Q3 2017 |
31 |
$196M |
+$9.56M |
-$1.43M |
+$8.14M |
BND, BNDX, VTI, VBR, EFV
|
13F-HR |
11/9/2017, 10:40 AM |
Q2 2017 |
32 |
$183M |
+$14.5M |
-$1.24M |
+$13.3M |
BND, BNDX, VTI, VBR, EFV
|
13F-HR |
8/2/2017, 04:24 PM |
Q1 2017 |
67 |
$169M |
+$23.1M |
-$1.86M |
+$21.2M |
BND, BNDX, VTI, VBR, EFV
|
13F-HR |
5/8/2017, 02:48 PM |
Q4 2016 |
31 |
$143M |
|
|
|
BND, VTI, BNDX, VBR, EFV
|
13F-HR |
2/13/2017, 02:39 PM |