| Q4 2022 |
186 |
$475,962,483 |
+$65,493,648 |
-$85,738,974 |
-$20,245,326 |
AGG, VBR, IUSV, VIOV, SHYG
|
13F-HR |
14 Feb 2023, 16:17 |
| Q3 2022 |
179 |
$479,395,000 |
+$36,610,219 |
-$80,147,807 |
-$43,537,588 |
SHYG, LQDH, IEFA, VBR, VIOV
|
13F-HR |
26 Oct 2022, 09:54 |
| Q2 2022 |
189 |
$544,966,342 |
+$139,914,294 |
-$132,967,539 |
+$6,946,755 |
IEFA, AHHX, SHYG, KLCD, AGOX
|
13F-HR |
02 Aug 2022, 20:50 |
| Q1 2022 |
217 |
$675,506,915 |
+$100,376,608 |
-$177,451,048 |
-$77,074,440 |
AGG, IEFA, KLCD, AHHX, PTBD
|
13F-HR |
11 May 2022, 18:58 |
| Q4 2021 |
233 |
$853,804,000 |
+$135,980,265 |
-$58,566,445 |
+$77,413,820 |
AGG, PTBD, AHHX, KLCD, IEFA
|
13F-HR |
03 Feb 2022, 20:45 |
| Q3 2021 |
233 |
$763,816,000 |
+$50,451,099 |
-$91,355,252 |
-$40,904,153 |
PTBD, AGG, KLCD, AGOX, IEFA
|
13F-HR |
12 Nov 2021, 10:45 |
| Q2 2021 |
229 |
$820,386,000 |
+$145,250,975 |
-$53,300,012 |
+$91,950,963 |
PTBD, AGG, KLCD, KDFI, AGOX
|
13F-HR |
09 Aug 2021, 21:54 |
| Q1 2021 |
239 |
$700,712,000 |
+$98,898,007 |
-$123,989,044 |
-$25,091,037 |
AGG, PTBD, KLCD, KDFI, IEFA
|
13F-HR |
22 Apr 2021, 20:47 |
| Q4 2020 |
220 |
$697,167,057 |
+$102,381,897 |
-$67,328,256 |
+$35,053,641 |
AGG, PTBD, KDFI, KLCD, IEFA
|
13F-HR |
12 Feb 2021, 16:08 |
| Q3 2020 |
442 |
$614,774,828 |
+$104,214,057 |
-$51,515,816 |
+$52,698,241 |
AGG, IUSG, KLCD, IEFA, PTBD
|
13F-HR |
13 Nov 2020, 09:59 |
| Q2 2020 |
168 |
$536,582,320 |
+$63,572,946 |
-$27,540,429 |
+$36,032,517 |
IUSG, AGG, KLCD, IEFA, SPLV
|
13F-HR |
10 Aug 2020, 10:20 |
| Q1 2020 |
134 |
$451,213,000 |
+$120,867,997 |
-$50,791,093 |
+$70,076,904 |
AGG, KLCD, IUSG, IEFA, SPLV
|
13F-HR |
16 Apr 2020, 11:45 |
| Q4 2019 |
153 |
$528,121,000 |
+$89,120,864 |
-$19,418,918 |
+$69,701,946 |
KLCD, AGG, IUSG, IEFA, KSCD
|
13F-HR |
10 Jan 2020, 17:49 |
| Q3 2019 |
139 |
$436,898,000 |
+$70,184,804 |
-$135,331,088 |
-$65,146,284 |
KLCD, AGG, IUSG, KSCD, IEFA
|
13F-HR |
08 Nov 2019, 13:28 |
| Q2 2019 |
208 |
$533,441,000 |
+$91,109,816 |
-$24,237,528 |
+$66,872,288 |
AGG, IUSG, DGRO, PWS, SPLV
|
13F-HR |
02 Aug 2019, 17:05 |
| Q1 2019 |
208 |
$459,267,000 |
+$143,784,454 |
-$30,712,641 |
+$113,071,813 |
IUSG, DGRO, AGG, IEFA, PWS
|
13F-HR |
06 May 2019, 14:05 |
| Q4 2018 |
163 |
$334,054,481 |
+$277,668,949 |
-$1,250,533 |
+$276,418,416 |
AGG, PWS, IUSG, DGRO, IEFA
|
13F-HR |
08 Feb 2019, 16:06 |
| Q3 2018 |
78 |
$69,814,585 |
+$11,938,365 |
-$68,874,519 |
-$56,936,154 |
MTUM, IVV, CIM, PFL, CWB
|
13F-HR |
13 Nov 2018, 15:34 |
| Q2 2018 |
103 |
$140,168,000 |
+$32,135,780 |
-$12,453,166 |
+$19,682,614 |
VTI, AGG, IUSG, IEFA, DGRO
|
13F-HR |
14 Aug 2018, 10:18 |
| Q1 2018 |
106 |
$131,421,000 |
|
|
$0 |
VTI, DVY, IEFA, DVYE, AGG
|
13F-HR |
23 Apr 2018, 16:30 |