| Q1 2024 |
94 |
$593M |
+$18M |
-$16.4M |
+$1.57M |
SCHG, VOO, BIV, GTO, COWZ, SPDW |
13F-HR |
4/29/2024, 10:44 AM |
| Q4 2023 |
98 |
$564M |
+$27.3M |
-$37.9M |
-$10.6M |
SCHG, VOO, BIV, GTO, COWZ, SPDW |
RESTATEMENT |
2/13/2024, 08:32 AM |
| Q3 2023 |
95 |
$532M |
+$36.2M |
-$39.7M |
-$3.45M |
SCHG, BIV, VOO, GTO, CMF, COWZ |
13F-HR |
10/27/2023, 11:23 AM |
| Q2 2023 |
93 |
$553M |
+$61.6M |
-$63.6M |
-$1.96M |
SCHG, VOO, BIV, GTO, CMF, COWZ |
13F-HR |
8/9/2023, 12:34 PM |
| Q1 2023 |
90 |
$540M |
+$21.4M |
-$3.83M |
+$17.5M |
SCHG, BIV, COWZ, SCHD, CMF, GTO |
13F-HR |
5/4/2023, 02:13 PM |
| Q4 2022 |
89 |
$502M |
+$26.7M |
-$11.1M |
+$15.7M |
BIV, SCHG, SCHD, COWZ, CMF, GTO |
13F-HR |
2/7/2023, 11:57 AM |
| Q3 2022 |
92 |
$473M |
+$124M |
-$61.6M |
+$62.4M |
BIV, SCHG, COWZ, SCHD, CMF, GTO |
13F-HR |
10/25/2022, 02:21 PM |
| Q2 2022 |
79 |
$440M |
+$314M |
-$243M |
+$70.5M |
BIV, SCHG, SCHD, COWZ, GTO, GSIE |
13F-HR |
7/14/2022, 08:22 AM |
| Q1 2022 |
77 |
$469M |
+$96.9M |
-$25.7M |
+$71.2M |
VIG, EFA, SPAB, IWF, SPLG, ISTB |
13F-HR |
5/4/2022, 11:17 AM |
| Q4 2021 |
70 |
$425M |
+$42.4M |
-$45.7M |
-$3.36M |
VIG, EFA, SPLG, IWF, SPAB, IEFA |
13F-HR |
1/18/2022, 05:08 PM |
| Q3 2021 |
75 |
$412M |
+$24.6M |
-$1.88M |
+$22.7M |
EFA, VIG, SPLG, IWF, SPAB, IEFA |
13F-HR |
10/29/2021, 10:08 AM |
| Q2 2021 |
75 |
$391M |
+$36.6M |
-$2.01M |
+$34.6M |
VIG, EFA, SPLG, IWF, SPAB, ILTB |
13F-HR |
7/22/2021, 10:54 AM |
| Q1 2021 |
72 |
$340M |
+$24.4M |
-$1.17M |
+$23.2M |
EFA, VIG, SPLG, IWF, SPAB, ILTB |
13F-HR |
4/26/2021, 02:44 PM |
| Q4 2020 |
69 |
$310M |
+$14.5M |
-$64.2M |
-$49.7M |
EFA, VIG, SPLG, IWF, ILTB, SPAB |
13F-HR |
1/11/2021, 01:42 PM |
| Q3 2020 |
73 |
$331M |
+$20M |
-$2.35M |
+$17.6M |
MSFT, EFA, VIG, IWF, ILTB, SPLG |
13F-HR |
10/26/2020, 11:33 AM |
| Q2 2020 |
67 |
$299M |
+$107M |
-$87.8M |
+$18.8M |
MSFT, EFA, VIG, IWF, ILTB, SPLG |
13F-HR |
7/14/2020, 11:27 AM |
| Q1 2020 |
65 |
$250M |
+$6.71M |
-$6.17M |
+$537K |
MSFT, EFA, TIPX, SPAB, VXUS, VIG |
13F-HR |
4/16/2020, 10:43 AM |
| Q4 2019 |
77 |
$297M |
+$55.6M |
-$42.4M |
+$13.2M |
MSFT, EFA, VXUS, TIPX, SPAB, VIG |
13F-HR |
1/27/2020, 03:58 PM |
| Q3 2019 |
74 |
$267M |
+$22.3M |
-$6.46M |
+$15.9M |
MSFT, VEA, VXUS, TIPX, SPAB, SPDW |
13F-HR |
10/10/2019, 02:03 PM |
| Q2 2019 |
71 |
$249M |
+$20.4M |
-$4.92M |
+$15.5M |
MSFT, VEA, SPDW, SPAB, TIPX, VTV |
13F-HR |
7/17/2019, 10:26 AM |
| Q1 2019 |
67 |
$226M |
+$29.2M |
-$16.7M |
+$12.4M |
VEA, MSFT, SPDW, SPAB, TIPX, VTV |
13F-HR |
4/23/2019, 01:18 PM |
| Q4 2018 |
68 |
$195M |
|
|
|
VEA, SPDW, MSFT, SPAB, VTV, TIPX |
13F-HR |
2/4/2019, 01:06 PM |