Q1 2024 |
2,825 |
$90.2B |
+$5.32B |
-$1.57B |
+$3.75B |
IVV, VEA, BND, IEMG, SPMD, VV |
13F-HR |
5/10/2024, 05:37 PM |
Q4 2023 |
2,707 |
$53.7B |
+$2.04B |
-$4.47B |
-$2.43B |
VO, VTI, VCIT, SPDW, AAPL, DGS |
13F-HR |
2/14/2024, 05:26 PM |
Q3 2023 |
2,797 |
$74.9B |
+$3.6B |
-$727M |
+$2.87B |
IVV, VEA, BND, IEMG, SPMD, VV |
13F-HR |
11/16/2023, 10:09 AM |
Q2 2023 |
2,530 |
$75.1B |
+$3.5B |
-$835M |
+$2.66B |
IVV, VEA, BND, IEMG, SPMD, VV |
13F-HR |
7/21/2023, 02:04 PM |
Q1 2023 |
2,647 |
$69.4B |
+$1.41B |
-$1.98B |
-$570M |
IVV, VEA, BND, IEMG, SPMD, VV |
13F-HR |
5/15/2023, 02:58 PM |
Q4 2022 |
2,486 |
$66.5B |
+$5.13B |
-$577M |
+$4.56B |
IVV, VEA, BND, IEMG, VV, SPMD |
13F-HR |
2/10/2023, 04:25 PM |
Q3 2022 |
2,313 |
$57.8B |
+$2.94B |
-$1.37B |
+$1.57B |
IVV, VEA, BND, IEMG, VV, SPMD |
13F-HR |
11/3/2022, 04:04 PM |
Q2 2022 |
2,274 |
$60.7B |
+$6.96B |
-$1.42B |
+$5.54B |
IVV, VEA, IEMG, BND, VV, VCIT |
13F-HR |
8/15/2022, 04:35 PM |
Q1 2022 |
2,353 |
$64.6B |
+$7.32B |
-$1.1B |
+$6.22B |
IVV, VEA, BND, IEMG, VTI, VCIT |
13F-HR |
5/16/2022, 01:01 PM |
Q4 2021 |
2,073 |
$62.2B |
+$3.76B |
-$743M |
+$3.02B |
IVV, VEA, BND, IEMG, VCIT, VNQ |
13F-HR |
2/11/2022, 01:56 PM |
Q3 2021 |
2,111 |
$56.4B |
+$2.86B |
-$1.85B |
+$1.01B |
IVV, VEA, BND, IEMG, VCIT, VNQ |
13F-HR |
11/10/2021, 08:49 AM |
Q2 2021 |
2,052 |
$56.3B |
+$6.81B |
-$2.72B |
+$4.09B |
IVV, VEA, BND, IEMG, VCIT, AGG |
13F-HR |
8/4/2021, 05:18 PM |
Q1 2021 |
2,604 |
$49.6B |
+$2.94B |
-$595M |
+$2.35B |
IVV, VEA, IEMG, VCIT, BND, AGG |
13F-HR |
4/30/2021, 03:26 PM |
Q4 2020 |
2,341 |
$45.5B |
+$3.61B |
-$811M |
+$2.8B |
IVV, VEA, IEMG, VCIT, AGG, BND |
13F-HR |
1/29/2021, 03:26 PM |
Q3 2020 |
2,139 |
$38.3B |
+$3B |
-$632M |
+$2.37B |
IVV, VEA, VCIT, IEMG, AGG, VO |
13F-HR |
11/5/2020, 01:53 PM |
Q2 2020 |
2,012 |
$34.6B |
+$2.74B |
-$629M |
+$2.11B |
IVV, VEA, VCIT, AGG, IEMG, VO |
13F-HR |
7/23/2020, 11:27 AM |
Q1 2020 |
1,861 |
$28.2B |
+$4.41B |
-$3.27B |
+$1.14B |
IVV, VEA, VCIT, AGG, IEMG, VO |
13F-HR |
5/5/2020, 12:23 PM |
Q4 2019 |
1,998 |
$33.3B |
+$1.42B |
-$500M |
+$923M |
VEA, AGG, IVV, VCIT, IEMG, VO |
13F-HR |
1/30/2020, 03:20 PM |
Q3 2019 |
1,987 |
$30.7B |
+$1.49B |
-$383M |
+$1.1B |
VEA, AGG, VCIT, IVV, IEMG, VO |
13F-HR |
11/1/2019, 02:28 PM |
Q2 2019 |
2,016 |
$29.7B |
+$1.81B |
-$453M |
+$1.35B |
VEA, VCIT, AGG, IVV, IEMG, VO |
13F-HR |
7/26/2019, 10:20 AM |
Q1 2019 |
1,979 |
$27.8B |
+$1.18B |
-$349M |
+$835M |
VEA, VCIT, IVV, AGG, IEMG, VO |
13F-HR |
4/24/2019, 02:48 PM |
Q4 2018 |
1,942 |
$24.4B |
+$1.85B |
-$1.19B |
+$658M |
VEA, VCIT, AGG, IVV, IEMG, VO |
RESTATEMENT |
2/12/2019, 01:48 PM |
Q3 2018 |
2,072 |
$27B |
+$1.49B |
-$730M |
+$764M |
VEA, IVV, VCIT, IEMG, AGG, VO |
13F-HR |
10/25/2018, 03:09 PM |
Q2 2018 |
2,041 |
$25.5B |
+$1.91B |
-$919M |
+$987M |
VEA, IVV, VCIT, IEMG, VO, AGG |
13F-HR |
7/20/2018, 02:53 PM |
Q1 2018 |
2,038 |
$24.6B |
+$2.56B |
-$687M |
+$1.87B |
VEA, IVV, IEMG, VCIT, VO, AGG |
13F-HR |
4/18/2018, 05:14 PM |
Q4 2017 |
1,901 |
$23.2B |
+$1.59B |
-$580M |
+$1.01B |
VEA, IVV, VCIT, VO, IEMG, AGG |
13F-HR |
1/17/2018, 10:39 AM |
Q3 2017 |
1,880 |
$21.5B |
+$1.69B |
-$311M |
+$1.38B |
VEA, IVV, VCIT, VO, IEMG, AGG |
13F-HR |
10/17/2017, 02:40 PM |
Q2 2017 |
4,592 |
$19.8B |
+$1.48B |
-$227M |
+$1.25B |
VEA, IVV, VCIT, VO, AGG, IEMG |
13F-HR |
7/12/2017, 04:02 PM |
Q1 2017 |
4,617 |
$18.3B |
+$1.41B |
-$229M |
+$1.18B |
VEA, IVV, VCIT, VO, AGG, IEMG |
13F-HR |
4/7/2017, 03:33 PM |
Q4 2016 |
4,595 |
$16.4B |
+$1.02B |
-$299M |
+$720M |
VEA, VCIT, IVV, VO, AGG, IEMG |
13F-HR |
1/9/2017, 03:21 PM |
Q3 2016 |
4,546 |
$15.7B |
+$1.66B |
-$216M |
+$1.45B |
VEA, VCIT, IVV, AGG, VO, IEMG |
13F-HR |
10/12/2016, 09:55 AM |
Q2 2016 |
4,330 |
$13.8B |
+$910M |
-$194M |
+$716M |
VEA, VCIT, IVV, VO, AGG, IEMG |
13F-HR |
7/12/2016, 01:29 PM |
Q1 2016 |
4,294 |
$12.8B |
+$1.09B |
-$537M |
+$550M |
VEA, VCIT, IVV, VO, AGG, IEMG |
13F-HR |
4/8/2016, 10:32 AM |
Q4 2015 |
4,381 |
$12.2B |
+$1.07B |
-$413M |
+$657M |
VEA, VCIT, IVV, AGG, VO, IEMG |
13F-HR |
1/11/2016, 12:59 PM |
Q3 2015 |
4,283 |
$11.3B |
+$1.62B |
-$353M |
+$1.27B |
VEA, VCIT, AGG, IVV, VO, IEMG |
13F-HR |
10/9/2015, 03:14 PM |
Q2 2015 |
1,107 |
$11B |
+$1.33B |
-$358M |
+$967M |
VCIT, VO, VEA, AGG, IVV, SJNK |
13F-HR |
7/9/2015, 12:10 PM |
Q1 2015 |
4,190 |
$10.6B |
+$1.67B |
-$717M |
+$950M |
VO, VEA, VCIT, SJNK, IVV, AGG |
13F-HR |
4/13/2015, 05:02 PM |
Q4 2014 |
4,127 |
$9.61B |
+$1.26B |
-$282M |
+$976M |
VO, VCIT, VEA, IVV, VV, BNDX |
13F-HR |
1/29/2015, 09:25 AM |
Q3 2014 |
3,981 |
$8.62B |
+$1.6B |
-$481M |
+$1.12B |
VO, VCIT, VEA, VV, IVV, BNDX |
13F-HR |
10/10/2014, 10:09 AM |
Q2 2014 |
3,751 |
$7.71B |
+$977M |
-$130M |
+$847M |
VEA, VO, VV, VWO, VCIT, BNDX |
13F-HR |
8/20/2014, 03:55 PM |
Q1 2014 |
3,608 |
$6.65B |
+$805M |
-$90.4M |
+$715M |
VV, VEA, VO, VWO, VCIT, BNDX |
13F-HR |
4/11/2014, 11:24 AM |
Q4 2013 |
3,300 |
$5.86B |
|
|
|
VV, VEA, VO, VWO, BNDX, VCIT |
13F-HR |
1/6/2014, 09:51 AM |