Q2 2024 |
855 |
$2.03B |
+$1.34B |
-$1.21B |
+$132M |
VXUS, TLT, VWO, IEFA, GSY
|
13F-HR |
8/14/2024, 04:30 PM |
Q1 2024 |
785 |
$1.87B |
+$950M |
-$2.47B |
-$1.52B |
TQQQ, DIA, DBEU, SPY, GSY
|
13F-HR |
5/15/2024, 04:45 PM |
Q4 2023 |
800 |
$3.27B |
+$2.5B |
-$1.46B |
+$1.04B |
SPY, DIA, VXUS, QQQ, VPL
|
13F-HR |
2/14/2024, 02:32 PM |
Q3 2023 |
884 |
$2.13B |
+$1.34B |
-$1.46B |
-$117M |
IXUS, EZU, BBJP, VSGX, MUB
|
13F-HR |
11/14/2023, 01:45 PM |
Q2 2023 |
866 |
$2.3B |
+$1.37B |
-$1.57B |
-$201M |
ACWX, BIL, SPTI, VSGX, SPY
|
13F-HR |
8/9/2023, 04:14 PM |
Q1 2023 |
910 |
$2.47B |
+$1.78B |
-$1.37B |
+$411M |
IXUS, ACWI, VEU, URTH, SPTS
|
13F-HR |
5/12/2023, 03:17 PM |
Q4 2022 |
830 |
$1.99B |
+$1.41B |
-$1.35B |
+$63.2M |
VEU, BBEU, VXUS, SCHF, EMB
|
13F-HR |
2/14/2023, 03:45 PM |
Q3 2022 |
1,002 |
$1.86B |
+$1.22B |
-$1.15B |
+$72.5M |
IEFA, ACWI, VGK, SCHR, EMXC
|
13F-HR |
11/14/2022, 04:17 PM |
Q2 2022 |
801 |
$1.87B |
+$1.05B |
-$1.82B |
-$769M |
MUB, EFA, SHYG, CRBN, IXUS
|
13F-HR |
8/12/2022, 04:46 PM |
Q1 2022 |
777 |
$2.9B |
+$2.29B |
-$1.21B |
+$1.08B |
IXUS, IEMG, SPY, VEU, TLT
|
13F-HR |
5/13/2022, 04:53 PM |
Q4 2021 |
743 |
$1.87B |
$0 |
$0 |
|
VXUS, SCHF, IEFA, IWD, IEF
|
New Holdings |
2/16/2022, 11:31 AM |
Q4 2021 |
743 |
$1.87B |
+$1.22B |
-$1.86B |
-$640M |
VXUS, SCHF, IEFA, IWD, IEF
|
13F-HR |
2/14/2022, 04:26 PM |
Q3 2021 |
972 |
$2.48B |
+$1.75B |
-$1.25B |
+$509M |
SPY, EWJ, XSOE, VXUS, PXH
|
13F-HR |
11/15/2021, 04:56 PM |
Q2 2021 |
466 |
$917M |
$0 |
$0 |
|
ANGL, HYS, JNK, EPP, SCHP
|
New Holdings |
8/24/2021, 03:42 PM |
Q2 2021 |
929 |
$2B |
+$1.41B |
-$1.28B |
+$125M |
ANGL, ACWI, HYS, JNK, IEUR
|
Restatement |
8/24/2021, 03:38 PM |
Q1 2021 |
801 |
$1.85B |
+$1.34B |
-$973M |
+$369M |
HYG, QQQ, TLT, BBIN, SHYG
|
13F-HR |
5/17/2021, 04:23 PM |
Q4 2020 |
588 |
$1.45B |
+$1.06B |
-$1.02B |
+$39.8M |
VXUS, ACWI, IWM, IEFA, BBIN
|
13F-HR |
2/16/2021, 04:00 PM |
Q3 2020 |
503 |
$1.35B |
+$909M |
-$864M |
+$44.4M |
EMB, HYG, URTH, EFA, QQQ
|
13F-HR |
11/16/2020, 04:02 PM |
Q2 2020 |
420 |
$1.26B |
+$781M |
-$1.44B |
-$657M |
IXUS, VEA, SCHF, IEMG, URTH
|
13F-HR |
8/14/2020, 03:00 PM |
Q1 2020 |
353 |
$1.83B |
+$1.43B |
-$672M |
+$754M |
EFA, IVV, IEV, HYLS, URTH
|
13F-HR |
5/15/2020, 04:04 PM |
Q4 2019 |
278 |
$1.18B |
+$815M |
-$1.09B |
-$272M |
EFA, ACWI, JNK, SHY, ACWX
|
13F-HR |
2/14/2020, 03:08 PM |
Q3 2019 |
328 |
$1.43B |
+$1.08B |
-$1.17B |
-$85.4M |
IEMG, VWO, NEAR, USHY, ACWI
|
13F-HR |
11/14/2019, 03:47 PM |
Q2 2019 |
272 |
$1.52B |
+$1.04B |
-$1.29B |
-$251M |
IEFA, HYG, EZU, GSY, EFA
|
13F-HR |
8/14/2019, 03:23 PM |
Q1 2019 |
307 |
$1.75B |
+$1.21B |
-$1.18B |
+$27.6M |
TLT, VT, IEMG, JNK, EEM
|
13F-HR |
5/15/2019, 03:24 PM |
Q4 2018 |
279 |
$1.65B |
+$1.28B |
-$447M |
+$837M |
EWJ, JNK, VGK, MINT, DBEF
|
13F-HR |
2/13/2019, 04:12 PM |
Q3 2018 |
245 |
$858M |
+$659M |
-$820M |
-$160M |
VGK, HYG, SPY, JPST, EWT
|
13F-HR |
11/14/2018, 12:40 PM |
Q2 2018 |
195 |
$1.03B |
+$672M |
-$899M |
-$227M |
VEA, EFA, AAXJ, SCHE, MCHI
|
13F-HR |
8/14/2018, 01:46 PM |
Q1 2018 |
215 |
$1.29B |
+$999M |
-$810M |
+$189M |
EFA, JNK, EWJ, IEUR, DBEF
|
13F-HR |
5/14/2018, 04:29 PM |
Q4 2017 |
165 |
$1.1B |
+$735M |
-$587M |
+$149M |
SPY, ACWI, IEV, OILNF, SCHF
|
13F-HR |
2/13/2018, 02:54 PM |
Q3 2017 |
208 |
$928M |
+$564M |
-$963M |
-$399M |
EFA, ACWI, IEUR, SCHF, JNK
|
13F-HR |
11/14/2017, 12:46 PM |
Q2 2017 |
211 |
$1.3B |
+$732M |
-$626M |
+$106M |
EMB, JNK, HYG, USO, IEFA
|
13F-HR |
8/14/2017, 12:26 PM |
Q1 2017 |
296 |
$1.21B |
+$696M |
-$1.15B |
-$454M |
JNK, EMB, HYG, SHYG, SCHE
|
13F-HR |
5/15/2017, 01:31 PM |
Q4 2016 |
500 |
$1.63B |
+$1.15B |
-$598M |
+$555M |
IWM, SPY, EMB, HYS, JNK
|
13F-HR |
2/14/2017, 12:43 PM |
Q3 2016 |
405 |
$1.08B |
+$604M |
-$711M |
-$107M |
JNK, EMB, EEM, SJB, XIV
|
13F-HR |
11/15/2016, 12:00 PM |
Q2 2016 |
290 |
$1.14B |
+$629M |
-$474M |
+$156M |
EFA, HYS, SJNK, EMB, EWJ
|
13F-HR |
8/15/2016, 10:15 AM |
Q1 2016 |
238 |
$988M |
+$697M |
-$284M |
+$414M |
HYS, HYLS, AAXJ, EFA, IEV
|
13F-HR |
5/12/2016, 10:37 AM |
Q4 2015 |
224 |
$573M |
+$451M |
-$270M |
+$180M |
EEM, IEMG, DBEF, VWO, HYS
|
13F-HR |
2/11/2016, 11:40 AM |
Q3 2015 |
168 |
$394M |
+$264M |
-$352M |
-$87.8M |
EFA, ACWI, EWJ, VGK, HEFA
|
13F-HR |
11/12/2015, 10:21 AM |
Q2 2015 |
187 |
$521M |
+$408M |
-$360M |
+$48.4M |
EEM, EFA, UVXY, IWM, VXX
|
13F-HR |
8/12/2015, 10:53 AM |
Q1 2015 |
174 |
$479M |
+$153M |
-$559M |
-$406M |
EFA, ACWI, XIV, EWT, UVXY
|
13F-HR |
5/14/2015, 11:31 AM |
Q4 2014 |
177 |
$890M |
+$651M |
-$535M |
+$116M |
EFA, EWJ, EWU, XIV, VXX
|
13F-HR |
2/10/2015, 11:59 AM |
Q3 2014 |
180 |
$804M |
+$667M |
-$381M |
+$286M |
EEM, EWU, VXX, FEZ, VGK
|
13F-HR |
11/12/2014, 11:46 AM |
Q2 2014 |
169 |
$542M |
+$399M |
-$607M |
-$209M |
EZU, VGK, EWY, VWO, ACWI
|
13F-HR |
8/13/2014, 11:45 AM |
Q1 2014 |
167 |
$724M |
+$415M |
-$576M |
-$160M |
VWO, 6699SC, EDZ, EFG, XIV
|
13F-HR |
5/14/2014, 01:04 PM |
Q4 2013 |
183 |
$889M |
$0 |
$0 |
|
VWO, EWJ, EFA, VGK, VXX
|
13F-HR |
2/14/2014, 09:36 AM |