Q3 2024 |
107 |
$828M |
+$156M |
-$490M |
-$334M |
RSP, TLT, SPY, IJR, GOOGL
|
13F-HR |
11/13/2024, 04:06 PM |
Q2 2024 |
113 |
$806M |
+$206M |
-$119M |
+$87.4M |
TLT, RSP, IJR, VEU, GOOGL
|
13F-HR |
8/13/2024, 04:06 PM |
Q1 2024 |
108 |
$741M |
+$141M |
-$180M |
-$38.8M |
TLT, VEU, IJR, VEA, IWM
|
13F-HR |
5/14/2024, 04:02 PM |
Q4 2023 |
100 |
$765M |
+$75.1M |
-$60.5M |
+$14.6M |
TLT, RSP, AMZN, VEU, IJR
|
13F-HR |
2/13/2024, 04:06 PM |
Q3 2023 |
106 |
$680M |
+$139M |
-$137M |
+$1.71M |
TLT, AMZN, VEU, IJR, VEA
|
13F-HR |
11/13/2023, 04:07 PM |
Q2 2023 |
97 |
$715M |
+$51.3M |
-$33.5M |
+$17.8M |
TLT, META, VEU, AMZN, GOOGL
|
13F-HR |
8/11/2023, 04:02 PM |
Q1 2023 |
90 |
$676M |
+$54M |
-$71.9M |
-$17.9M |
TLT, VEU, META, AMZN, IJR
|
13F-HR |
5/12/2023, 04:06 PM |
Q4 2022 |
102 |
$642M |
+$14M |
-$26.8M |
-$12.8M |
TLT, VEU, IJR, FXI, BA
|
13F-HR |
2/13/2023, 04:07 PM |
Q3 2022 |
111 |
$606M |
+$31.2M |
-$79.2M |
-$48M |
TLT, VEU, AMZN, IJR, FXI
|
13F-HR |
11/10/2022, 04:02 PM |
Q2 2022 |
116 |
$733M |
+$171M |
-$157M |
+$14.1M |
SPY, TLT, VEU, FXI, AMZN
|
13F-HR |
8/10/2022, 04:04 PM |
Q1 2022 |
119 |
$868M |
+$251M |
-$434M |
-$183M |
VYM, VTV, AMZN, VEU, IJR
|
13F-HR |
5/13/2022, 04:05 PM |
Q4 2021 |
115 |
$1.09B |
+$154M |
-$117M |
+$36.9M |
VYM, DVY, XLU, AMZN, VEU
|
13F-HR |
2/14/2022, 04:07 PM |
Q3 2021 |
117 |
$1.02B |
+$240M |
-$197M |
+$42.7M |
VYM, DVY, XLU, VEU, AMZN
|
13F-HR |
11/10/2021, 04:05 PM |
Q2 2021 |
120 |
$1.01B |
+$187M |
-$274M |
-$86.9M |
VYM, VEU, XLU, AMZN, TIP
|
13F-HR |
8/13/2021, 04:07 PM |
Q1 2021 |
111 |
$1.05B |
+$203M |
-$300M |
-$96.6M |
VYM, VXUS, DVY, AMZN, TIP
|
13F-HR |
5/14/2021, 04:03 PM |
Q4 2020 |
119 |
$1.06B |
+$438M |
-$81.3M |
+$357M |
VYM, VEA, VXUS, DVY, VWO
|
13F-HR |
2/12/2021, 04:12 PM |
Q3 2020 |
113 |
$621M |
+$71.2M |
-$68.6M |
+$2.63M |
VEA, DVY, VWO, VNQ, VYM
|
13F-HR |
11/13/2020, 04:02 PM |
Q2 2020 |
112 |
$608M |
+$124M |
-$511M |
-$387M |
VEA, IJR, DVY, VWO, VNQ
|
13F-HR |
8/13/2020, 04:09 PM |
Q1 2020 |
125 |
$937M |
+$537M |
-$75.7M |
+$461M |
SPY, VEA, AMZN, VWO, GOOGL
|
13F-HR |
5/14/2020, 04:17 PM |
Q4 2019 |
111 |
$609M |
+$171M |
-$157M |
+$13.9M |
VEA, IJR, AMZN, VWO, IJH
|
13F-HR |
2/13/2020, 04:03 PM |
Q3 2019 |
104 |
$562M |
+$83.3M |
-$35.9M |
+$47.4M |
VEA, SPY, IJR, VWO, GOOGL
|
13F-HR |
11/13/2019, 04:10 PM |
Q2 2019 |
102 |
$517M |
+$83.7M |
-$83.6M |
+$90.7K |
VEA, IJR, VWO, XOM, GOOGL
|
13F-HR |
8/13/2019, 04:15 PM |
Q1 2019 |
106 |
$525M |
+$43.9M |
-$338M |
-$294M |
VEA, AMZN, VWO, MSFT, XOM
|
13F-HR |
5/14/2019, 04:11 PM |
Q4 2018 |
130 |
$766M |
+$402M |
-$65.6M |
+$337M |
SPY, VEA, IJH, VWO, AMZN
|
13F-HR |
2/13/2019, 04:05 PM |
Q3 2018 |
105 |
$503M |
+$123M |
-$139M |
-$15.8M |
VEA, XLU, VWO, XOM, META
|
13F-HR |
11/13/2018, 04:04 PM |
Q2 2018 |
115 |
$509M |
+$102M |
-$273M |
-$171M |
VEA, XLU, VWO, XOM, VNQ
|
13F-HR |
8/13/2018, 04:08 PM |
Q1 2018 |
129 |
$668M |
+$305M |
-$135M |
+$171M |
SPY, HEFA, IJH, VEA, XLU
|
13F-HR |
5/14/2018, 04:06 PM |
Q4 2017 |
115 |
$518M |
+$183M |
-$207M |
-$24.4M |
EFA, HEFA, VWO, WFC, AAPL
|
13F-HR |
2/13/2018, 04:18 PM |
Q3 2017 |
108 |
$525M |
+$144M |
-$137M |
+$7.05M |
HEFA, VEA, IJH, WFC, GE
|
13F-HR |
11/13/2017, 04:15 PM |
Q2 2017 |
107 |
$505M |
+$205M |
-$143M |
+$62.3M |
VEA, GE, WMT, XOM, GOOGL
|
13F-HR |
8/11/2017, 04:11 PM |
Q1 2017 |
102 |
$444M |
+$97.1M |
-$267M |
-$170M |
HYG, GOOGL, WMT, VGK, VNQ
|
13F-HR |
5/12/2017, 04:31 PM |
Q4 2016 |
103 |
$595M |
+$139M |
-$122M |
+$17.6M |
SPY, VGK, HYG, GOOGL, AAPL
|
13F-HR |
2/13/2017, 04:30 PM |
Q3 2016 |
100 |
$570M |
+$91.5M |
-$142M |
-$50M |
VGK, HYG, SPY, AAPL, CVX
|
13F-HR |
11/14/2016, 09:35 AM |
Q2 2016 |
109 |
$599M |
+$57.8M |
-$181M |
-$124M |
HYG, VGK, AAPL, CVX, PG
|
13F-HR |
8/12/2016, 04:31 PM |
Q1 2016 |
128 |
$716M |
+$142M |
-$147M |
-$4.45M |
HYG, LQD, VGK, AAPL, XOM
|
13F-HR |
5/13/2016, 04:34 PM |
Q4 2015 |
122 |
$717M |
+$58.7M |
-$352M |
-$294M |
HYG, TIP, LQD, VGK, XLU
|
13F-HR |
2/12/2016, 04:34 PM |
Q3 2015 |
139 |
$985M |
+$175M |
-$115M |
+$60.5M |
MUB, SPY, TIP, HYG, LQD
|
13F-HR |
11/13/2015, 04:33 PM |
Q2 2015 |
128 |
$988M |
+$246M |
-$211M |
+$35.2M |
MUB, TIP, HYG, XLU, LQD
|
13F-HR |
8/14/2015, 04:30 PM |
Q1 2015 |
131 |
$967M |
+$359M |
-$289M |
+$69.7M |
TIP, MUB, HYG, XLU, VGK
|
13F-HR |
5/15/2015, 03:00 PM |
Q4 2014 |
130 |
$906M |
+$344M |
-$170M |
+$173M |
SPY, IWM, HYG, XOM, PFE
|
13F-HR |
2/13/2015, 03:05 PM |
Q3 2014 |
129 |
$728M |
+$137M |
-$256M |
-$119M |
PG, PM, GE, PFE, XOM
|
13F-HR |
11/14/2014, 02:10 PM |
Q2 2014 |
123 |
$848M |
+$158M |
-$237M |
-$78.9M |
EEM, AAPL, CSCO, VZ, GE
|
13F-HR |
8/14/2014, 03:00 PM |
Q1 2014 |
134 |
$935M |
+$253M |
-$251M |
+$1.82M |
EEM, PM, AAPL, VZ, CSCO
|
13F-HR |
5/15/2014, 04:08 PM |
Q4 2013 |
122 |
$940M |
$0 |
$0 |
|
EEM, AAPL, PM, JPM, KO
|
13F-HR |
2/14/2014, 03:00 PM |