Q1 2025 |
222 |
$255M |
+$11.3M |
-$21.7M |
-$10.3M |
IUSV, IUSG, VO, AAPL, SPY
|
13F-HR |
4/10/2025, 03:03 PM |
Q4 2024 |
223 |
$275M |
+$25M |
-$11.7M |
+$13.3M |
IUSG, IUSV, VO, AAPL, SPY
|
13F-HR |
1/17/2025, 05:08 PM |
Q3 2024 |
202 |
$262M |
+$16.6M |
-$7.12M |
+$9.45M |
IUSG, IUSV, VO, AAPL, SPY
|
13F-HR |
10/18/2024, 03:48 PM |
Q2 2024 |
193 |
$240M |
+$10.7M |
-$30.7M |
-$20M |
IUSG, IUSV, VO, AAPL, SPY
|
13F-HR |
7/22/2024, 04:09 PM |
Q1 2024 |
206 |
$257M |
+$31.6M |
-$45.2M |
-$13.6M |
IUSV, IUSG, VO, MSFT, SPY
|
13F-HR |
4/19/2024, 04:21 PM |
Q4 2023 |
207 |
$250M |
+$28.2M |
-$16.5M |
+$11.8M |
IUSV, IUSG, IJR, AAPL, SPY
|
13F-HR |
1/22/2024, 01:08 PM |
Q3 2023 |
197 |
$215M |
+$21.7M |
-$19M |
+$2.68M |
IUSG, IUSV, IJR, AAPL, REGN
|
13F-HR |
10/25/2023, 04:50 PM |
Q2 2023 |
217 |
$236M |
+$57M |
-$39.1M |
+$17.9M |
IUSG, IUSV, IJR, AAPL, SPY
|
13F-HR |
7/20/2023, 12:59 PM |
Q1 2023 |
203 |
$217M |
+$16M |
-$10.9M |
+$5.06M |
IUSG, IWM, IUSV, NOBL, USRT
|
13F-HR |
4/6/2023, 03:39 PM |
Q4 2022 |
193 |
$209M |
+$16.7M |
-$2.75M |
+$14M |
IUSG, IWM, NOBL, IUSV, REGN
|
13F-HR |
1/17/2023, 11:55 AM |
Q3 2022 |
177 |
$184M |
+$20.3M |
-$6.93M |
+$13.4M |
IUSG, IWM, NOBL, IUSV, AAPL
|
13F-HR |
10/17/2022, 04:53 PM |
Q2 2022 |
185 |
$188M |
+$9.32M |
-$8.69M |
+$633K |
IUSG, IWM, NOBL, IUSV, AAPL
|
13F-HR |
7/18/2022, 03:22 PM |
Q1 2022 |
228 |
$241M |
+$42.6M |
-$29.2M |
+$13.4M |
IUSG, IWM, NOBL, IUSV, AAPL
|
13F-HR |
4/18/2022, 04:16 PM |
Q4 2021 |
238 |
$248M |
+$19.1M |
-$10.2M |
+$8.95M |
IUSG, IUSV, NOBL, IWM, SPY
|
13F-HR |
1/31/2022, 03:46 PM |
Q3 2021 |
233 |
$230M |
+$17.8M |
-$205M |
-$188M |
IUSG, IWM, IUSV, NOBL, SPY
|
13F-HR |
10/13/2021, 11:56 AM |
Q2 2021 |
241 |
$426M |
+$105M |
-$17.4M |
+$87.3M |
IWM, VNQ, LRCX, IUSG, LOW
|
Restatement |
8/24/2021, 12:28 PM |
Q1 2021 |
213 |
$214M |
$0 |
$0 |
|
IUSG, IUSV, NOBL, ISUN, SPY
|
New Holdings |
9/10/2021, 02:14 PM |
Q1 2021 |
216 |
$214M |
+$37M |
-$20.7M |
+$16.3M |
IUSG, IUSV, NOBL, ISUN, SPY
|
13F-HR |
4/12/2021, 11:24 AM |
Q4 2020 |
219 |
$193M |
|
|
|
IUSG, NOBL, IUSV, IEFA, SPY
|
New Holdings |
9/10/2021, 02:12 PM |
Q4 2020 |
221 |
$196M |
+$51.4M |
-$25.7M |
+$25.7M |
IUSG, NOBL, IUSV, IEFA, SPY
|
13F-HR |
1/25/2021, 02:54 PM |
Q3 2020 |
212 |
$178M |
|
|
|
AGG, IUSG, KLCD, REGN, IEFA
|
New Holdings |
9/10/2021, 02:10 PM |
Q3 2020 |
212 |
$178M |
+$44.2M |
-$35.2M |
+$8.94M |
AGG, IUSG, KLCD, REGN, IEFA
|
13F-HR |
10/21/2020, 12:26 PM |
Q2 2020 |
193 |
$173M |
|
|
|
AGG, KLCD, IUSG, SPLV, IEFA
|
New Holdings |
9/10/2021, 02:08 PM |
Q2 2020 |
194 |
$173M |
+$30.7M |
-$181M |
-$150M |
AGG, KLCD, IUSG, SPLV, IEFA
|
13F-HR |
7/13/2020, 01:47 PM |
Q1 2020 |
223 |
$346M |
+$117M |
-$32M |
+$84.9M |
AGG, KLCD, PWS, SHY, IUSG
|
13F-HR |
5/7/2020, 10:11 AM |
Q4 2019 |
226 |
$387M |
|
|
|
SHW, PWS, AGG, KLCD, IUSG
|
13F-HR |
5/7/2020, 10:10 AM |