Q1 2025 |
65 |
$328M |
+$10.8M |
-$3.02M |
+$7.81M |
BOND, AGG, IEFA, IJK, BSCP
|
13F-HR |
4/11/2025, 09:48 AM |
Q4 2024 |
66 |
$322M |
+$22.4M |
-$13.1M |
+$9.34M |
BOND, AGG, IEFA, IJK, BSCP
|
13F-HR |
1/17/2025, 02:41 PM |
Q3 2024 |
66 |
$314M |
+$15.2M |
-$14.9M |
+$303K |
BOND, AGG, IEFA, IJK, BSCP
|
13F-HR |
10/9/2024, 03:26 PM |
Q2 2024 |
65 |
$298M |
+$22.1M |
-$13.3M |
+$8.76M |
BOND, AGG, IEFA, IJK, BSCP
|
13F-HR |
7/16/2024, 01:00 PM |
Q1 2024 |
63 |
$290M |
+$24.5M |
-$27M |
-$2.52M |
BOND, AGG, IEFA, IJK, BSCP
|
13F-HR |
4/19/2024, 01:38 PM |
Q4 2023 |
64 |
$276M |
+$22.2M |
-$17.5M |
+$4.71M |
BOND, AGG, IEFA, IJK, JEPI
|
13F-HR |
1/11/2024, 02:58 PM |
Q3 2023 |
67 |
$251M |
+$13.4M |
-$2.81M |
+$10.5M |
BOND, AGG, IEFA, IJK, JEPI
|
13F-HR |
10/27/2023, 12:11 PM |
Q2 2023 |
66 |
$260M |
+$23.5M |
-$5.12M |
+$18.4M |
BOND, IEFA, AGG, IJK, JEPI
|
13F-HR |
7/13/2023, 02:09 PM |
Q1 2023 |
64 |
$252M |
+$35.4M |
-$17.5M |
+$17.8M |
BOND, IEFA, BAB, IJK, BSCO
|
13F-HR |
4/18/2023, 10:00 AM |
Q4 2022 |
65 |
$253M |
+$42.9M |
-$2.07M |
+$40.8M |
BOND, IEFA, BSCO, BSCP, IJK
|
13F-HR |
1/18/2023, 07:48 AM |
Q3 2022 |
59 |
$201M |
+$36.5M |
-$1.28M |
+$35.2M |
BOND, IEFA, BSCO, BSCP, IJK
|
13F-HR |
10/12/2022, 10:23 AM |
Q2 2022 |
65 |
$210M |
+$23M |
-$31.3M |
-$8.26M |
BOND, IEFA, VCSH, IJK, JEPI
|
13F-HR |
7/13/2022, 09:08 AM |
Q1 2022 |
67 |
$252M |
+$23.2M |
-$19.1M |
+$4.12M |
BOND, ISTB, IJR, IEFA, VCSH
|
13F-HR |
4/25/2022, 01:17 PM |
Q4 2021 |
68 |
$272M |
+$29.6M |
-$10.7M |
+$18.9M |
BOND, ISTB, VCSH, IJR, LQD
|
13F-HR |
1/19/2022, 09:14 AM |
Q3 2021 |
65 |
$250M |
+$26M |
-$15.8M |
+$10.2M |
ISTB, BOND, VCSH, LQD, IEFA
|
13F-HR |
10/21/2021, 10:11 AM |
Q2 2021 |
64 |
$241M |
+$10.6M |
-$9.39M |
+$1.18M |
VCSH, ISTB, BOND, IJR, IEFA
|
13F-HR |
7/22/2021, 11:13 AM |
Q1 2021 |
64 |
$234M |
+$19.5M |
-$22.8M |
-$3.31M |
VCSH, ISTB, BOND, IEFA, IJR
|
13F-HR |
4/13/2021, 11:51 AM |
Q4 2020 |
64 |
$226M |
+$38.4M |
-$10.6M |
+$27.8M |
VCSH, ISTB, BOND, IEFA, LQD
|
13F-HR |
1/20/2021, 12:51 PM |
Q3 2020 |
65 |
$205M |
+$51.1M |
-$7.81M |
+$43.3M |
VCSH, ISTB, BOND, IEFA, LQD
|
13F-HR |
10/16/2020, 09:16 AM |
Q2 2020 |
73 |
$188M |
+$28.8M |
-$7.49M |
+$21.4M |
IEFA, SHV, VCSH, BOND, LQD
|
13F-HR |
7/20/2020, 05:54 PM |
Q1 2020 |
65 |
$151M |
+$21.8M |
-$7.2M |
+$14.6M |
IEFA, VCSH, BOND, LQD, IJR
|
13F-HR |
4/15/2020, 12:18 PM |
Q4 2019 |
72 |
$197M |
+$15.7M |
-$3.09M |
+$12.6M |
FLOT, IEFA, IJR, IJK, LQD
|
13F-HR |
1/9/2020, 02:36 PM |
Q3 2019 |
73 |
$179M |
+$10.6M |
-$2.42M |
+$8.18M |
FLOT, IEFA, IJR, IJK, LQD
|
13F-HR |
10/22/2019, 12:53 PM |
Q2 2019 |
80 |
$178M |
+$15.6M |
-$3.65M |
+$11.9M |
FLOT, IEFA, IJR, LQD, IJK
|
13F-HR |
7/12/2019, 11:28 AM |
Q1 2019 |
79 |
$164M |
+$17.4M |
-$1.96M |
+$15.4M |
IEFA, FLOT, IJR, LQD, IJK
|
13F-HR |
5/9/2019, 09:28 AM |
Q4 2018 |
76 |
$137M |
+$18.6M |
-$1.47M |
+$17.1M |
IEFA, FLOT, IJR, LQD, IJK
|
13F-HR |
1/16/2019, 10:20 AM |
Q3 2018 |
68 |
$125M |
+$8.22M |
-$2.17M |
+$6.05M |
IEFA, FLOT, IJR, LQD, VCSH
|
13F-HR |
10/10/2018, 05:44 PM |
Q2 2018 |
78 |
$144M |
+$23.4M |
-$5.15M |
+$18.3M |
IEFA, FLOT, AGG, LQD, VCSH
|
13F-HR |
7/11/2018, 04:36 PM |
Q1 2018 |
76 |
$136M |
+$8.97M |
-$4.3M |
+$4.67M |
IEFA, FLOT, AGG, LQD, VCSH
|
13F-HR |
5/10/2018, 11:56 AM |
Q4 2017 |
85 |
$136M |
|
|
|
IEFA, AGG, FLOT, LQD, VCSH
|
13F-HR |
1/23/2018, 02:35 PM |