Q3 2024 |
2,236 |
$1.65B |
+$107M |
-$100M |
+$6.44M |
MGC, IVV, QUAL, IUSB, VEA
|
13F-HR |
10/10/2024, 03:11 PM |
Q2 2024 |
2,293 |
$1.57B |
+$118M |
-$88.1M |
+$29.9M |
MGC, IVV, QUAL, VEA, VOO
|
13F-HR |
7/23/2024, 12:14 PM |
Q1 2024 |
2,298 |
$1.52B |
+$198M |
-$125M |
+$73.2M |
IVV, MGC, VEA, IUSB, VOO
|
13F-HR |
4/30/2024, 06:43 PM |
Q4 2023 |
2,269 |
$1.38B |
+$111M |
-$112M |
-$1.05M |
IVV, MGC, VEA, AAPL, AGG
|
13F-HR |
2/7/2024, 09:41 AM |
Q3 2023 |
2,298 |
$1.28B |
+$115M |
-$94.9M |
+$19.8M |
IVV, MGC, VEA, AGG, IUSB
|
Restatement |
10/30/2023, 05:08 PM |
Q2 2023 |
2,327 |
$1.3B |
+$84.6M |
-$108M |
-$23.5M |
IVV, MGC, VEA, IUSB, AGG
|
13F-HR |
8/10/2023, 10:28 AM |
Q1 2023 |
2,360 |
$1.27B |
+$116M |
-$116M |
-$157K |
IVV, MGC, VEA, IUSB, AAPL
|
13F-HR |
5/15/2023, 01:57 PM |
Q4 2022 |
2,292 |
$1.22B |
+$176M |
-$69.4M |
+$107M |
IVV, MGC, VEA, VO, IUSB
|
13F-HR |
1/30/2023, 10:49 AM |
Q3 2022 |
1,965 |
$1.04B |
+$87.4M |
-$151M |
-$63.8M |
IVV, MGC, VEA, ESGU, VO
|
13F-HR |
11/15/2022, 09:59 AM |
Q2 2022 |
2,171 |
$1.18B |
+$99M |
-$81.3M |
+$17.6M |
IVV, MGC, VEA, ESGU, AGG
|
13F-HR |
8/9/2022, 11:32 AM |
Q1 2022 |
2,149 |
$1.35B |
+$97.4M |
-$399M |
-$302M |
IVV, MGC, ESGU, VEA, VO
|
13F-HR |
5/9/2022, 02:04 PM |
Q4 2021 |
2,356 |
$1.75B |
+$118M |
-$80.9M |
+$37.2M |
IVV, MGC, VEA, ESGU, AAPL
|
13F-HR |
2/7/2022, 03:17 PM |
Q3 2021 |
2,389 |
$1.62B |
+$179M |
-$115M |
+$63.7M |
IVV, MGC, VEA, ESGU, AAPL
|
13F-HR |
11/9/2021, 11:40 AM |
Q2 2021 |
2,348 |
$1.58B |
+$162M |
-$63.9M |
+$98M |
MGC, IVV, VEA, VO, ESGU
|
13F-HR |
8/13/2021, 03:45 PM |
Q1 2021 |
2,319 |
$1.41B |
+$167M |
-$121M |
+$46.5M |
MGC, IVV, VEA, VO, IJR
|
13F-HR |
5/13/2021, 11:53 AM |
Q4 2020 |
2,274 |
$1.32B |
+$157M |
-$88.1M |
+$69.3M |
MGC, IVV, VEA, AAPL, VO
|
13F-HR |
2/2/2021, 01:55 PM |
Q3 2020 |
2,142 |
$1.14B |
+$138M |
-$60.2M |
+$77.8M |
MGC, IVV, VEA, LQD, AAPL
|
13F-HR |
11/13/2020, 01:30 PM |
Q2 2020 |
2,062 |
$1.02B |
+$179M |
-$182M |
-$2.59M |
MGC, IVV, VEA, LQD, VO
|
13F-HR |
8/13/2020, 10:14 AM |
Q1 2020 |
2,149 |
$906M |
+$185M |
-$103M |
+$82.7M |
BIL, MGC, IVV, VEA, AGG
|
13F-HR |
5/13/2020, 02:41 PM |
Q4 2019 |
2,034 |
$1.01B |
+$608M |
-$21.6M |
+$586M |
MGC, IVV, VEA, VO, PTY
|
13F-HR |
2/14/2020, 10:54 AM |
Q3 2019 |
1,727 |
$400M |
+$39.3M |
-$631M |
-$591M |
PTY, IVV, USMV, IHI, AGG
|
13F-HR |
11/13/2019, 02:29 PM |
Q2 2019 |
2,191 |
$988M |
+$133M |
-$140M |
-$6.71M |
NEAR, VEA, MGC, IVV, QUAL
|
13F-HR |
8/13/2019, 11:18 AM |
Q1 2019 |
2,243 |
$970M |
+$194M |
-$141M |
+$53.2M |
NEAR, VEA, MGC, IEMG, IVV
|
13F-HR |
5/15/2019, 10:23 AM |
Q4 2018 |
2,107 |
$837M |
+$551M |
-$22.5M |
+$528M |
VEA, MGC, NEAR, AGG, PFF
|
13F-HR |
2/14/2019, 03:18 PM |
Q3 2018 |
1,636 |
$356M |
$0 |
$0 |
|
VEA, IEMG, VUG, AAPL, PFF
|
13F-HR |
11/13/2018, 03:15 PM |