Q1 2025 |
201 |
$755M |
+$56.5M |
-$32.3M |
+$24.3M |
HYDW, IDEV, IVV, MLPA, SCHZ
|
13F-HR |
4/17/2025, 12:15 PM |
Q4 2024 |
204 |
$717M |
+$475M |
-$15.4M |
+$460M |
HYDW, IVV, IDEV, SCHZ, MLPA
|
13F-HR |
1/24/2025, 05:13 PM |
Q3 2024 |
180 |
$274M |
+$22M |
-$15.3M |
+$6.68M |
IVV, SCHZ, SCHJ, VOO, HDEF
|
13F-HR |
10/18/2024, 01:55 PM |
Q2 2024 |
173 |
$259M |
+$13.6M |
-$20.5M |
-$6.94M |
IVV, SCHZ, SCHJ, STIP, VOO
|
13F-HR |
7/12/2024, 03:06 PM |
Q1 2024 |
178 |
$264M |
+$28.6M |
-$28.1M |
+$508K |
IVV, SCHZ, STIP, VOO, SCHJ
|
13F-HR |
4/12/2024, 01:59 PM |
Q4 2023 |
175 |
$253M |
+$55.7M |
-$55.9M |
-$202K |
SCHZ, IVV, VOO, STIP, SCHJ
|
13F-HR |
1/19/2024, 04:45 PM |
Q3 2023 |
159 |
$237M |
+$27.8M |
-$27.8M |
+$12.5K |
MBB, IVV, GOVT, VOO, STIP
|
13F-HR |
10/13/2023, 09:17 PM |
Q2 2023 |
153 |
$252M |
+$37.6M |
-$31.8M |
+$5.82M |
VGSH, IVV, MBB, GOVT, IEFA
|
13F-HR |
7/21/2023, 10:41 AM |
Q1 2023 |
168 |
$269M |
+$27.8M |
-$17.3M |
+$10.5M |
VGSH, MBB, VYMI, HDEF, HYDW
|
13F-HR |
4/27/2023, 01:55 PM |
Q4 2022 |
167 |
$261M |
+$53.1M |
-$25.7M |
+$27.5M |
VGSH, MBB, VYMI, HDEF, VOO
|
13F-HR |
2/2/2023, 08:22 PM |
Q3 2022 |
170 |
$243M |
+$39.8M |
-$18M |
+$21.8M |
VGSH, SCHX, VOO, VYMI, IEMG
|
13F-HR |
10/20/2022, 06:56 PM |
Q2 2022 |
174 |
$263M |
+$57.3M |
-$34.4M |
+$22.9M |
SCHP, SCHX, VOO, HDEF, AGG
|
13F-HR |
7/26/2022, 07:30 PM |
Q1 2022 |
163 |
$292M |
+$42.3M |
-$16.7M |
+$25.6M |
HDAW, SCHP, AGG, VOO, VBR
|
13F-HR |
4/25/2022, 05:52 PM |
Q4 2021 |
164 |
$298M |
+$43M |
-$43.5M |
-$444K |
HDAW, SCHP, SPSB, AGG, VBR
|
13F-HR |
1/20/2022, 08:45 PM |
Q3 2021 |
157 |
$303M |
+$26.2M |
-$39.5M |
-$13.3M |
VCSH, SCHP, VMBS, HDAW, ESEB
|
13F-HR |
10/22/2021, 04:01 PM |
Q2 2021 |
161 |
$321M |
+$31.3M |
-$39.2M |
-$7.91M |
SCHP, HDAW, VMBS, ESEB, VBR
|
13F-HR |
7/20/2021, 09:57 PM |
Q1 2021 |
167 |
$321M |
+$46.8M |
-$62.2M |
-$15.4M |
SCHP, HDAW, VMBS, IEMG, ESEB
|
13F-HR |
4/23/2021, 03:52 PM |
Q4 2020 |
152 |
$323M |
+$28.9M |
-$37.8M |
-$8.84M |
VTIP, IEMG, HDAW, ESEB, VCSH
|
13F-HR |
1/25/2021, 08:25 PM |
Q3 2020 |
145 |
$327M |
+$35.8M |
-$73.9M |
-$38.1M |
VTIP, IEMG, AGG, SHY, VCSH
|
13F-HR |
10/29/2020, 09:26 PM |
Q2 2020 |
130 |
$367M |
+$65.8M |
-$53.7M |
+$12.1M |
AGG, VTIP, VCSH, SHY, IEMG
|
13F-HR |
7/30/2020, 09:48 PM |
Q1 2020 |
156 |
$345M |
+$58.1M |
-$53.6M |
+$4.45M |
VTIP, EMLC, SHY, AGG, IDEV
|
13F-HR |
5/4/2020, 03:44 PM |
Q4 2019 |
173 |
$452M |
+$70.3M |
-$20.1M |
+$50.2M |
VTIP, HDAW, SCHO, IDEV, GUNR
|
13F-HR |
1/27/2020, 04:12 PM |
Q3 2019 |
132 |
$397M |
+$72.3M |
-$106M |
-$33.5M |
SCHO, VTIP, IDEV, HDAW, SCHX
|
13F-HR |
10/22/2019, 04:51 PM |
Q2 2019 |
134 |
$465M |
+$50.7M |
-$33.3M |
+$17.4M |
SCHO, HDAW, FLRN, PFFD, IEMG
|
13F-HR |
7/16/2019, 10:36 AM |
Q1 2019 |
128 |
$457M |
+$46.2M |
-$32.3M |
+$14M |
SCHO, FLRN, PFFD, IDEV, HDAW
|
13F-HR |
4/22/2019, 04:55 PM |
Q4 2018 |
126 |
$438M |
+$175M |
-$38.6M |
+$136M |
SCHO, AGG, PFFD, FLRN, IDEV
|
13F-HR |
1/14/2019, 04:18 PM |
Q3 2018 |
122 |
$404M |
+$44.7M |
-$24M |
+$20.7M |
HDAW, SCHO, DWX, SCHZ, VRP
|
13F-HR |
10/12/2018, 09:22 AM |
Q2 2018 |
120 |
$385M |
+$90.1M |
-$46.7M |
+$43.4M |
CWB, DWX, SCHZ, VRP, HDAW
|
13F-HR |
7/19/2018, 12:16 PM |
Q1 2018 |
110 |
$387M |
+$114M |
-$14.3M |
+$100M |
DWX, CWB, SCHZ, VRPXXXX, ACWI
|
13F-HR |
4/17/2018, 05:07 PM |
Q4 2017 |
100 |
$320M |
|
|
|
DWX, VTI, PGXXXXX, VFH, CWB
|
13F-HR |
2/2/2018, 12:37 PM |