Q1 2025 |
158 |
$613M |
+$60M |
-$31.7M |
+$28.4M |
SPLG, IUSG, VTI, SPYV, IEFA
|
13F-HR |
4/18/2025, 11:53 AM |
Q4 2024 |
153 |
$597M |
+$15M |
-$20M |
-$4.93M |
SPLG, IUSG, VTI, SPYV, DYNF
|
13F-HR |
1/21/2025, 06:35 PM |
Q3 2024 |
156 |
$595M |
+$56.6M |
-$13M |
+$43.6M |
SPLG, IUSG, VTI, SPYV, DYNF
|
13F-HR |
11/13/2024, 03:46 PM |
Q2 2024 |
152 |
$533M |
$0 |
$0 |
|
SPLG, IUSG, VTI, SPYV, DYNF
|
New Holdings |
8/9/2024, 10:55 AM |
Q2 2024 |
152 |
$533M |
+$130M |
-$17.5M |
+$112M |
SPLG, IUSG, VTI, SPYV, DYNF
|
13F-HR |
7/18/2024, 09:17 PM |
Q1 2024 |
128 |
$414M |
+$52.7M |
-$43.1M |
+$9.55M |
SPLG, IUSG, SPYV, IUSB, IGLB
|
13F-HR |
4/22/2024, 07:54 PM |
Q4 2023 |
123 |
$358M |
|
|
|
SPLG, IUSG, SPYV, IUSB, IGLB
|
New Holdings |
2/1/2024, 02:44 PM |
Q4 2023 |
819 |
$375M |
+$48.8M |
-$8.19M |
+$40.6M |
SPLG, IUSG, SPYV, IUSB, IGLB
|
13F-HR |
1/29/2024, 12:05 PM |
Q3 2023 |
111 |
$304M |
+$7.57M |
-$774K |
+$6.79M |
SPLG, IUSG, SPYV, IGLB, BRKB
|
13F-HR |
10/13/2023, 10:05 AM |
Q2 2023 |
114 |
$311M |
+$19.7M |
-$33.1M |
-$13.5M |
SPLG, IUSG, SPYV, IGLB, BRKB
|
13F-HR |
7/17/2023, 09:27 AM |
Q1 2023 |
104 |
$307M |
+$46.4M |
-$33.3M |
+$13.1M |
SPLG, IUSG, SPYV, IGLB, BRKB
|
13F-HR |
4/17/2023, 09:10 AM |
Q4 2022 |
109 |
$288M |
+$98.8M |
-$85M |
+$13.8M |
SPLG, IUSG, SPYV, BRKB, IGLB
|
13F-HR |
1/12/2023, 03:47 PM |
Q3 2022 |
99 |
$255M |
+$43.8M |
-$31.3M |
+$12.5M |
SPYV, IUSG, SPDW, VIG, SPLG
|
13F-HR |
10/13/2022, 04:12 PM |
Q2 2022 |
88 |
$260M |
+$13.6M |
-$1.67M |
+$11.9M |
SPYV, SPDW, IUSG, VIG, BRKB
|
13F-HR |
7/26/2022, 01:48 PM |
Q1 2022 |
88 |
$295M |
+$10.6M |
-$2.32M |
+$8.26M |
SPYV, SPDW, IUSG, VIG, BRKB
|
Restatement |
4/22/2022, 12:07 PM |
Q4 2021 |
91 |
$299M |
+$20.5M |
-$2.39M |
+$18.2M |
SPYV, IUSG, SPDW, VIG, BRKB
|
13F-HR |
2/14/2022, 11:53 AM |
Q3 2021 |
93 |
$263M |
+$38.9M |
$0 |
+$38.9M |
SPYV, SPDW, IUSG, VIG, BRKB
|
13F-HR |
10/12/2021, 06:04 AM |
Q2 2021 |
2 |
$2K |
$0 |
$0 |
|
PDI, EES
|
13F-HR |
7/26/2021, 11:22 AM |
Q1 2021 |
117 |
$395M |
+$27.2M |
-$65.7M |
-$38.5M |
IUSG, VIG, SPDW, IVV, BRKB
|
13F-HR |
4/16/2021, 10:07 AM |
Q4 2020 |
112 |
$414M |
+$228M |
-$54K |
+$228M |
IUSG, VIG, USMV, IVV, BRKB
|
13F-HR |
2/2/2021, 03:35 PM |
Q3 2020 |
62 |
$170M |
+$15.5M |
-$9.47M |
+$6.03M |
IUSG, VIG, USMV, IVV, BRKB
|
13F-HR |
10/21/2020, 11:38 AM |
Q2 2020 |
62 |
$153M |
+$33.9M |
-$33.1M |
+$716K |
IUSG, USMV, VIG, IVV, GOVT
|
13F-HR |
11/5/2020, 01:14 PM |
Q1 2020 |
53 |
$133M |
+$25.2M |
-$17.4M |
+$7.74M |
IUSG, DGRO, USMV, IVV, GOVT
|
13F-HR |
11/12/2020, 12:20 PM |
Q4 2019 |
63 |
$158M |
+$15.2M |
-$3.71M |
+$11.5M |
IUSG, IUSV, USMV, IEFA, BRKB
|
13F-HR |
11/12/2020, 12:19 PM |
Q3 2019 |
57 |
$137M |
+$8.93M |
-$2.4M |
+$6.52M |
IUSV, IUSG, USMV, IEFA, BRKB
|
13F-HR |
11/12/2020, 12:16 PM |
Q2 2019 |
63 |
$132M |
+$18.6M |
-$5.7M |
+$12.9M |
IUSG, IUSV, USMV, IEFA, BRKB
|
13F-HR |
11/12/2020, 12:15 PM |
Q1 2019 |
59 |
$116M |
+$23.2M |
-$3.17M |
+$20M |
IUSG, IUSV, USMV, IEFA, ITOT
|
13F-HR |
11/12/2020, 12:11 PM |
Q4 2018 |
56 |
$87.5M |
|
|
|
IUSG, IUSV, USMV, BRKB, IJH
|
13F-HR |
11/12/2020, 12:10 PM |