Q4 2024 |
62 |
$483M |
+$118M |
-$91.9M |
+$26.3M |
VTV, VUG, VOO, IVOO, VB
|
13F-HR |
2/13/2025, 12:15 PM |
Q3 2024 |
62 |
$454M |
+$71.4M |
-$34.4M |
+$36.9M |
VUG, VEA, VTV, HTRB, VWO
|
13F-HR |
11/15/2024, 01:40 PM |
Q2 2024 |
49 |
$395M |
+$29.3M |
-$3.71M |
+$25.6M |
VEA, VUG, VTV, VWO, JCPB
|
13F-HR |
7/16/2024, 10:58 AM |
Q1 2024 |
47 |
$357M |
+$157M |
-$112M |
+$44.3M |
VEA, VUG, VTV, VWO, JCPB
|
13F-HR |
4/10/2024, 06:30 PM |
Q4 2023 |
62 |
$296M |
+$10.7M |
-$2.19M |
+$8.53M |
VYMI, VUG, VTV, VWO, VB
|
13F-HR |
1/9/2024, 05:18 PM |
Q3 2023 |
70 |
$265M |
+$55.3M |
-$41.1M |
+$14.2M |
VUG, VYMI, VTV, VWO, VB
|
13F-HR |
11/13/2023, 04:41 PM |
Q2 2023 |
70 |
$265M |
+$157M |
-$76.3M |
+$80.7M |
VYMI, VUG, VWO, VB, MDLV
|
13F-HR |
7/25/2023, 07:53 PM |
Q1 2023 |
65 |
$227M |
+$87.4M |
-$37.8M |
+$49.6M |
BIL, VYMI, IWF, USMV, RSP
|
13F-HR |
4/14/2023, 01:36 PM |
Q4 2022 |
73 |
$220M |
+$66.5M |
-$24.8M |
+$41.7M |
IWF, EFV, RSP, EFG, ESGU
|
13F-HR |
1/10/2023, 08:07 PM |
Q3 2022 |
83 |
$189M |
+$29M |
-$19.6M |
+$9.4M |
EFV, RSP, EFG, ESGU, IJR
|
13F-HR |
10/20/2022, 05:07 PM |
Q2 2022 |
75 |
$200M |
+$39.6M |
-$4.82M |
+$34.8M |
EFV, HDV, RSP, EFG, ESGU
|
13F-HR |
7/8/2022, 04:30 PM |
Q1 2022 |
88 |
$212M |
+$36.6M |
-$4.93M |
+$31.7M |
EFV, EFG, RSP, IJR, ESGU
|
13F-HR |
4/12/2022, 05:13 PM |
Q4 2021 |
116 |
$219M |
+$79.5M |
-$34.3M |
+$45.1M |
EFV, EFG, ESGU, RSP, ESGE
|
13F-HR |
1/12/2022, 04:02 PM |
Q3 2021 |
121 |
$188M |
+$18.5M |
-$47.3M |
-$28.9M |
SCHF, ESGU, IVV, IUSB, MSFT
|
13F-HR |
10/12/2021, 11:14 AM |
Q2 2021 |
120 |
$217M |
+$45.5M |
-$35.6M |
+$9.98M |
SCHF, ESGU, GOVT, RSP, IUSB
|
13F-HR |
7/9/2021, 01:31 PM |
Q1 2021 |
144 |
$199M |
+$54.3M |
-$29.8M |
+$24.5M |
ESGU, GOVT, RSP, IUSB, EFV
|
13F-HR |
4/13/2021, 08:41 PM |
Q4 2020 |
135 |
$166M |
+$24M |
-$19.1M |
+$4.88M |
IVV, ESGU, LQD, GOVT, ESGE
|
Restatement |
1/13/2021, 12:33 PM |
Q3 2020 |
101 |
$155M |
+$112M |
-$151M |
-$38.5M |
GOVT, IVV, LQD, ESGU, IGSB
|
13F-HR |
10/13/2020, 02:34 PM |
Q2 2020 |
49 |
$218M |
+$31.5M |
-$12.3M |
+$19.2M |
GOVT, IVV, IGIB, NEAR, MBB
|
13F-HR |
7/8/2020, 12:49 PM |
Q1 2020 |
43 |
$193M |
+$30.1M |
-$33.6M |
-$3.46M |
GOVT, IVV, IGIB, MBB, NEAR
|
13F-HR |
4/13/2020, 04:32 PM |
Q4 2019 |
42 |
$225M |
+$209M |
-$5.58M |
+$204M |
GOVT, IVV, IEFA, MBB, IGIB
|
13F-HR |
1/9/2020, 02:59 PM |
Q3 2019 |
48 |
$113M |
+$34.4M |
-$30.1M |
+$4.31M |
SPLV, RSP, SCHF, SGOL, SCHM
|
13F-HR |
10/24/2019, 08:30 PM |
Q2 2019 |
47 |
$107M |
+$13.4M |
-$152K |
+$13.3M |
RSP, SCHF, SCHM, SCHO, SPLV
|
13F-HR |
8/14/2019, 02:20 PM |
Q1 2019 |
45 |
$92.9M |
+$15.5M |
-$2.78M |
+$12.8M |
RSP, SCHF, SCHM, SCHO, SPLV
|
13F-HR |
5/15/2019, 06:48 PM |
Q4 2018 |
32 |
$71.9M |
+$5.94M |
-$984K |
+$4.96M |
RSP, SCHF, SCHM, SPLV, SCHE
|
13F-HR |
1/29/2019, 03:01 PM |
Q3 2018 |
46 |
$103M |
+$31.9M |
-$14.6M |
+$17.3M |
RSP, SCHF, MTUM, RSPT, SCHM
|
13F-HR |
10/15/2018, 05:56 PM |
Q2 2018 |
44 |
$102M |
+$42.4M |
-$46.6K |
+$42.3M |
RSP, SCHF, SCHM, SLYG, SCHP
|
13F-HR |
8/1/2018, 05:09 PM |
Q1 2018 |
32 |
$92.2M |
+$7.58M |
-$9.33M |
-$1.75M |
SCHF, RSPXXXX, SCHM, SCHP, SLYG
|
13F-HR |
4/23/2018, 12:00 PM |
Q4 2017 |
33 |
$104M |
+$6.86M |
-$6.49M |
+$367K |
RSPXXXX, SCHF, SCHM, SLYG, SCHP
|
13F-HR |
2/9/2018, 11:04 AM |
Q3 2017 |
471 |
$113M |
+$18.5M |
-$10.3M |
+$8.24M |
RSPXXXX, SCHF, SCHM, SCHH, SLYG
|
13F-HR |
10/31/2017, 06:47 PM |
Q2 2017 |
490 |
$102M |
|
|
|
RSPXXXX, SCHF, SCHM, SCHH, SLYG
|
13F-HR |
8/16/2017, 12:30 PM |