Q3 2024 |
262 |
$291M |
+$8.88M |
-$16.6M |
-$7.68M |
DJUL, DMAY, IEF, VTI, SCHB
|
13F-HR |
11/8/2024, 01:57 PM |
Q2 2024 |
268 |
$288M |
+$35.7M |
-$42.1M |
-$6.39M |
DJUL, DMAY, VTI, SCHB, IEF
|
13F-HR |
8/8/2024, 03:08 PM |
Q1 2024 |
268 |
$288M |
+$28.7M |
-$33.3M |
-$4.63M |
DJUL, SCHB, VTI, SCHI, VOO
|
13F-HR |
5/3/2024, 02:02 PM |
Q4 2023 |
279 |
$275M |
+$54.8M |
-$54.9M |
-$166K |
DJUL, SCHB, VTI, IEF, SCHI
|
13F-HR |
2/9/2024, 04:07 PM |
Q3 2023 |
263 |
$254M |
+$46.3M |
-$46M |
+$366K |
VTI, SCHB, IEF, DJUL, FJUL
|
13F-HR |
10/19/2023, 04:58 PM |
Q2 2023 |
256 |
$261M |
+$27.5M |
-$22.5M |
+$5.01M |
VTI, SCHB, FFEB, IEF, DFEB
|
13F-HR |
8/3/2023, 02:22 PM |
Q1 2023 |
264 |
$245M |
+$20.3M |
-$12.1M |
+$8.19M |
VTI, FFEB, DFEB, SCHB, IEI
|
13F-HR |
5/3/2023, 11:46 AM |
Q4 2022 |
220 |
$230M |
+$27.7M |
-$24.1M |
+$3.6M |
IEI, VTI, FFEB, DFEB, SCHB
|
13F-HR |
1/30/2023, 12:15 PM |
Q3 2022 |
214 |
$210M |
+$5.54M |
-$1.05M |
+$4.48M |
FFEB, DFEB, IEI, VTI, SCHB
|
13F-HR |
10/20/2022, 01:39 PM |
Q2 2022 |
213 |
$218M |
+$28.3M |
-$22.6M |
+$5.78M |
IEI, FFEB, DFEB, VTI, SCHB
|
13F-HR |
7/21/2022, 12:01 PM |
Q1 2022 |
240 |
$244M |
+$82.6M |
-$37.3M |
+$45.2M |
VUG, SCHB, VTI, DFEB, FFEB
|
13F-HR |
4/26/2022, 10:59 AM |
Q4 2021 |
236 |
$234M |
+$8.42M |
-$11.4M |
-$3.01M |
VUG, SCHB, VTI, VIG, IHI
|
13F-HR |
1/18/2022, 02:07 PM |
Q3 2021 |
223 |
$219M |
+$17.2M |
-$8.08M |
+$9.13M |
VUG, SCHB, VTI, VIG, IHI
|
13F-HR |
10/27/2021, 03:22 PM |
Q2 2021 |
200 |
$223M |
+$7.13M |
-$1.5M |
+$5.63M |
VUG, SCHB, VTI, VIG, IHI
|
13F-HR |
7/14/2021, 04:04 PM |
Q1 2021 |
190 |
$203M |
+$48.8M |
-$37.7M |
+$11.1M |
VUG, SCHB, VTI, VIG, IHI
|
13F-HR |
4/26/2021, 03:05 PM |
Q4 2020 |
191 |
$187M |
+$12.6M |
-$13.2M |
-$584K |
VUG, VIG, VTI, IGV, FMB
|
13F-HR |
1/20/2021, 04:30 PM |
Q3 2020 |
175 |
$170M |
+$19.7M |
-$2.5M |
+$17.2M |
VUG, VIG, VTI, FMB, IGV
|
13F-HR |
11/2/2020, 01:32 PM |
Q2 2020 |
190 |
$141M |
+$59.1M |
-$126M |
-$67.1M |
VUG, VIG, VTI, FMB, IGV
|
13F-HR |
8/7/2020, 04:05 PM |
Q1 2020 |
207 |
$184M |
+$26.3M |
-$14.5M |
+$11.9M |
SCHZ, SCHB, SCHF, VUG, FMB
|
13F-HR |
4/10/2020, 11:07 AM |
Q4 2019 |
206 |
$205M |
+$52.4M |
-$23.8M |
+$28.6M |
SCHB, SCHZ, USMV, SCHF, VUG
|
13F-HR |
1/21/2020, 01:46 PM |
Q3 2019 |
166 |
$167M |
+$38M |
-$20.8M |
+$17.3M |
SCHB, USMV, VUG, SCHZ, VTI
|
13F-HR |
10/17/2019, 08:35 AM |
Q2 2019 |
155 |
$148M |
+$1.55M |
-$8.86M |
-$7.31M |
SCHB, USMV, SCHF, VUG, VTI
|
13F-HR |
7/15/2019, 03:14 PM |
Q1 2019 |
154 |
$151M |
+$20.2M |
-$9.21M |
+$11M |
SCHB, USMV, SCHF, VUG, VTI
|
13F-HR |
4/8/2019, 01:44 PM |
Q4 2018 |
154 |
$126M |
+$34.8M |
-$27.2M |
+$7.61M |
SCHB, USMV, SCHF, VUG, MINT
|
13F-HR |
1/8/2019, 03:29 PM |
Q3 2018 |
154 |
$136M |
+$8.81M |
-$7.06M |
+$1.75M |
SCHB, VUG, VXUS, VTI, MINT
|
13F-HR |
10/17/2018, 03:30 PM |
Q2 2018 |
129 |
$128M |
+$30.7M |
-$19.1M |
+$11.6M |
SCHB, VUG, SCHF, VXUS, VTI
|
13F-HR |
7/12/2018, 10:10 AM |
Q1 2018 |
130 |
$115M |
+$14.6M |
-$20.7M |
-$6.08M |
SCHB, SCHF, VUG, VTI, MINT
|
13F-HR |
4/18/2018, 09:01 AM |
Q4 2017 |
123 |
$122M |
+$17.1M |
-$1.14M |
+$15.9M |
SCHF, SCHB, VUG, SCHZ, VTI
|
13F-HR |
1/22/2018, 02:07 PM |
Q3 2017 |
64 |
$102M |
+$1.04M |
-$10.3M |
-$9.24M |
SCHF, SCHB, SCHZ, VTI, VXUS
|
13F-HR |
10/25/2017, 11:11 AM |
Q2 2017 |
62 |
$108M |
+$8.88M |
-$927K |
+$7.96M |
SCHF, SCHB, SCHZ, VTI, VXUS
|
13F-HR |
8/2/2017, 11:26 AM |
Q1 2017 |
61 |
$96.8M |
+$30.2M |
-$53.6M |
-$23.4M |
SCHF, SCHB, SCHZ, VTI, VXUS
|
13F-HR |
4/19/2017, 01:20 PM |
Q4 2016 |
67 |
$115M |
$0 |
$0 |
|
SCHB, SCHZ, VXUS, VTI, VDC
|
13F-HR |
1/12/2017, 09:17 AM |
Q3 2016 |
67 |
$116M |
+$4.23M |
-$2.28M |
+$1.95M |
SCHB, SCHZ, VXUS, VTI, VDC
|
13F-HR |
10/20/2016, 03:25 PM |
Q2 2016 |
70 |
$111M |
+$5.28M |
-$19.2M |
-$13.9M |
SCHB, SCHZ, VXUS, VTI, VDC
|
13F-HR |
7/28/2016, 11:37 AM |
Q1 2016 |
63 |
$123M |
+$42M |
-$39.4M |
+$2.67M |
SCHB, SCHZ, VXUS, VTI, VDC
|
13F-HR |
5/4/2016, 01:55 PM |
Q4 2015 |
68 |
$120M |
+$16.4M |
-$22.9M |
-$6.48M |
SCHB, SCHZ, VTI, DBEF, VOE
|
13F-HR |
1/29/2016, 01:20 PM |
Q3 2015 |
56 |
$122M |
+$1.44M |
-$545K |
+$894K |
SCHB, SCHZ, DBEF, VTI, VT
|
13F-HR |
10/9/2015, 10:21 AM |
Q2 2015 |
65 |
$130M |
+$1.65M |
-$14.7M |
-$13M |
SCHB, SCHZ, DBEF, VTI, VT
|
13F-HR |
8/17/2015, 08:51 AM |
Q1 2015 |
50 |
$146M |
+$67.3M |
-$57.4M |
+$9.92M |
SCHB, SCHZ, VOE, DBEF, VT
|
13F-HR |
5/11/2015, 11:12 AM |
Q4 2014 |
48 |
$133M |
$0 |
$0 |
|
VT, VOE, SCHZ, VEA, VTI
|
13F-HR |
2/11/2015, 10:26 AM |