Q4 2024 |
139 |
$301M |
+$67.1M |
-$25.3M |
+$41.8M |
QQQ, SPMO, SCHV, SCHG, FBND
|
13F-HR |
1/23/2025, 11:46 AM |
Q3 2024 |
129 |
$285M |
+$11.1M |
-$15.6M |
-$4.5M |
QQQ, SPMO, SCHV, SCHG, FBND
|
13F-HR |
11/7/2024, 10:51 AM |
Q2 2024 |
127 |
$261M |
+$36.6M |
-$29M |
+$7.66M |
QQQ, SCHG, SPMO, FBND, IQLT
|
13F-HR |
8/6/2024, 09:02 AM |
Q1 2024 |
134 |
$265M |
+$28.4M |
-$14.4M |
+$14M |
QQQ, SCHV, SCHG, FBND, IQLT
|
13F-HR |
5/2/2024, 04:51 PM |
Q4 2023 |
125 |
$241M |
+$60.6M |
-$53.4M |
+$7.2M |
QQQ, SCHV, FBND, SCHD, SCHG
|
13F-HR |
2/12/2024, 02:48 PM |
Q3 2023 |
107 |
$213M |
+$17.6M |
-$4.09M |
+$13.6M |
QQQ, SPLG, SPAB, MGK, SCHD
|
13F-HR |
11/9/2023, 04:17 PM |
Q2 2023 |
101 |
$210M |
+$24.4M |
-$16.8M |
+$7.61M |
QQQ, SPLG, SPAB, SCHD, MGK
|
13F-HR |
8/1/2023, 11:17 AM |
Q1 2023 |
113 |
$209M |
+$8.21M |
-$10.9M |
-$2.71M |
SPLG, QQQ, SPAB, IUSV, MGK
|
13F-HR |
4/13/2023, 02:27 PM |
Q4 2022 |
107 |
$205M |
+$23.9M |
-$9.48M |
+$14.4M |
SPLG, QQQ, IUSV, SPAB, MGK
|
13F-HR |
2/10/2023, 01:53 PM |
Q3 2022 |
111 |
$190M |
+$9.34M |
-$1.4M |
+$7.94M |
SPLG, QQQ, SPAB, MINT, FIXD
|
13F-HR |
11/14/2022, 11:19 AM |
Q2 2022 |
106 |
$195M |
+$27.5M |
-$22.4M |
+$5.17M |
SPLG, QQQ, SPAB, FIXD, IUSV
|
13F-HR |
8/12/2022, 03:26 PM |
Q1 2022 |
120 |
$224M |
+$25.4M |
-$14.1M |
+$11.3M |
SPLG, QQQ, IUSV, MGK, FIXD
|
13F-HR |
6/8/2022, 02:16 PM |
Q4 2021 |
129 |
$241M |
+$30.6M |
-$27.9M |
+$2.72M |
SPLG, FIXD, MGK, IUSV, QQQ
|
13F-HR |
2/14/2022, 01:01 PM |
Q3 2021 |
113 |
$231M |
+$56.5M |
-$944K |
+$55.5M |
SPLG, FIXD, QQQ, IUSV, ACWI
|
13F-HR |
11/3/2021, 02:40 PM |
Q2 2021 |
100 |
$178M |
+$27.1M |
-$61.5M |
-$34.4M |
QQQ, IUSV, VXF, FEX, SPAB
|
13F-HR |
8/9/2021, 02:58 PM |
Q1 2021 |
100 |
$205M |
+$83.4M |
-$92M |
-$8.6M |
FIXD, SPLG, QQQ, MTUM, ACWI
|
13F-HR |
5/11/2021, 03:16 PM |
Q4 2020 |
86 |
$202M |
+$26.8M |
-$17M |
+$9.71M |
SCHG, FIXD, ACWV, SCHD, SCHB
|
13F-HR |
2/11/2021, 03:29 PM |
Q3 2020 |
68 |
$192M |
+$5.61M |
-$1.15M |
+$4.46M |
SCHO, SCHG, ACWV, FIXD, SCHD
|
13F-HR |
11/4/2020, 03:21 PM |
Q2 2020 |
70 |
$181M |
+$48.8M |
-$17.1M |
+$31.7M |
SCHO, SCHG, ACWV, FIXD, SCHD
|
13F-HR |
8/13/2020, 09:34 AM |
Q1 2020 |
67 |
$155M |
+$38.1M |
-$30.2M |
+$7.89M |
SCHO, SCHD, ACWV, SCHB, SCHG
|
13F-HR |
4/28/2020, 03:52 PM |
Q4 2019 |
83 |
$182M |
+$31.3M |
-$49.7M |
-$18.4M |
SCHO, SCHD, SCHB, JPGE, SCHZ
|
13F-HR |
2/14/2020, 10:04 AM |
Q3 2019 |
57 |
$193M |
+$51.5M |
-$2.55M |
+$49M |
SPGM, SCHM, SCHO, SCHD, SCHB
|
13F-HR |
11/7/2019, 10:16 AM |
Q2 2019 |
52 |
$156M |
+$24.6M |
-$8.83M |
+$15.8M |
SCHO, SCHM, SCHD, SPGM, SCHB
|
13F-HR |
8/9/2019, 10:58 AM |
Q1 2019 |
46 |
$141M |
+$10.8M |
-$251K |
+$10.5M |
SCHO, SCHD, SPGM, MNA, SCHB
|
13F-HR |
5/6/2019, 02:30 PM |
Q4 2018 |
45 |
$122M |
+$23.8M |
-$5.53M |
+$18.3M |
SCHO, SCHD, MNA, SPGM, SRLN
|
13F-HR |
2/8/2019, 01:19 PM |
Q3 2018 |
64 |
$139M |
+$40.2M |
-$17.6M |
+$22.5M |
SCHD, SPGM, SCHO, SCHB, SRLN
|
13F-HR |
10/25/2018, 11:26 AM |
Q2 2018 |
66 |
$117M |
+$21.5M |
-$1.87M |
+$19.6M |
SCHD, CORP, SPLV, SCHO, JPGE
|
13F-HR |
10/10/2018, 11:45 AM |
Q1 2018 |
59 |
$126M |
+$16.1M |
-$1.14M |
+$15M |
SCHD, CORP, SPGM, SPLVXXXX, SCHO
|
13F-HR |
4/18/2018, 12:52 PM |
Q4 2017 |
63 |
$117M |
|
|
|
SCHD, CORP, SPGM, SPLVXXXX, SCHO
|
13F-HR |
3/28/2018, 02:32 PM |