Q1 2025 |
124 |
$428M |
+$184M |
-$199M |
-$15M |
IWY, JIRE, FMDE, UYLD, IWX
|
13F-HR |
4/10/2025, 01:13 PM |
Q4 2024 |
142 |
$446M |
+$60M |
-$36.4M |
+$23.6M |
UYLD, CSHI, QUAL, XCEM, JIRE
|
13F-HR |
1/14/2025, 10:34 AM |
Q3 2024 |
146 |
$431M |
+$103M |
-$107M |
-$3.73M |
UYLD, QUAL, CSHI, XCEM, JIRE
|
13F-HR |
10/7/2024, 05:24 PM |
Q2 2024 |
144 |
$424M |
+$27M |
-$16.1M |
+$10.9M |
IBHE, NEAR, XTEN, XCEM, IQLT
|
13F-HR |
7/10/2024, 03:20 PM |
Q1 2024 |
140 |
$413M |
+$88.1M |
-$95M |
-$6.87M |
IBHE, NEAR, XTEN, XCEM, IQLT
|
13F-HR |
4/9/2024, 04:58 PM |
Q4 2023 |
141 |
$402M |
+$59.3M |
-$53.5M |
+$5.76M |
XTEN, NEAR, GSSC, IQLT, JEPI
|
13F-HR |
1/8/2024, 11:46 AM |
Q3 2023 |
133 |
$373M |
+$75.2M |
-$32.7M |
+$42.5M |
NEAR, JEPI, IQLT, XTEN, GSSC
|
13F-HR |
10/10/2023, 10:02 AM |
Q2 2023 |
126 |
$350M |
+$43.5M |
-$1.94M |
+$41.6M |
NEAR, JEPI, IQLT, IBHE, GSSC
|
13F-HR |
7/6/2023, 08:31 PM |
Q1 2023 |
128 |
$307M |
+$50.3M |
-$35.5M |
+$14.8M |
JEPI, IQLT, IBHE, GSSC, IEMG
|
13F-HR |
4/18/2023, 12:01 PM |
Q4 2022 |
126 |
$318M |
+$76M |
-$7.08M |
+$68.9M |
JEPI, IQLT, GSSC, IBTE, IBDQ
|
13F-HR |
1/9/2023, 02:16 PM |
Q3 2022 |
120 |
$236M |
+$43.9M |
-$5.42M |
+$38.4M |
JEPI, IQLT, GSSC, IEMG, IBTD
|
13F-HR |
10/11/2022, 09:06 AM |
Q2 2022 |
124 |
$228M |
+$26.8M |
-$14.2M |
+$12.6M |
JEPI, IQLT, GSSC, IEMG, VWO
|
13F-HR |
7/8/2022, 11:04 AM |
Q1 2022 |
129 |
$272M |
+$56.3M |
-$25.9M |
+$30.4M |
IQLT, GSSC, JEPI, IEMG, GSIE
|
13F-HR |
4/11/2022, 05:18 PM |
Q4 2021 |
125 |
$283M |
+$29.4M |
-$5.09M |
+$24.3M |
GSSC, IQLT, JEPI, GSIE, JPME
|
13F-HR |
1/13/2022, 04:29 PM |
Q3 2021 |
122 |
$252M |
+$31.8M |
-$32.2M |
-$426K |
GSSC, IQLT, JEPI, GSIE, JPME
|
13F-HR |
10/6/2021, 05:29 PM |
Q2 2021 |
117 |
$259M |
+$23.8M |
-$18.4M |
+$5.39M |
IQLT, GSSC, GSIE, QUAL, JPME
|
13F-HR |
7/12/2021, 04:16 PM |
Q1 2021 |
110 |
$241M |
+$47.6M |
-$62.3M |
-$14.7M |
IQLT, GSSC, QUAL, GSIE, JPME
|
13F-HR |
4/14/2021, 02:11 PM |
Q4 2020 |
96 |
$229M |
+$17.3M |
-$21.6M |
-$4.3M |
IQLT, GSIE, ICSH, JPME, QUAL
|
13F-HR |
1/20/2021, 11:59 AM |
Q3 2020 |
100 |
$212M |
+$19.7M |
-$33.4M |
-$13.7M |
IQLT, EFAV, ICSH, EEMV, JPST
|
13F-HR |
10/13/2020, 09:06 AM |
Q2 2020 |
98 |
$224M |
+$37.3M |
-$20.6M |
+$16.7M |
IQLT, USMV, QUAL, EFAV, EEMV
|
13F-HR |
7/9/2020, 10:50 AM |
Q1 2020 |
92 |
$187M |
+$42.6M |
-$12M |
+$30.6M |
EFAV, USMV, QUAL, JPST, EEMV
|
13F-HR |
5/28/2020, 10:56 AM |
Q4 2019 |
109 |
$251M |
|
|
|
EFAV, EEMV, IWN, GSIE, VSS
|
13F-HR |
5/27/2020, 02:28 PM |