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 |
$1.53B |
+$198M |
-$125M |
+$73.5M |
IVV, MGC, VEA, IUSB, VOO
|
13F-HR |
4/30/2024, 06:43 PM |
Q4 2023 |
2,269 |
$1.4B |
+$114M |
-$112M |
+$2.41M |
IVV, MGC, VEA, AAPL, AGG
|
13F-HR |
2/7/2024, 09:41 AM |
Q3 2023 |
2,298 |
$1.29B |
+$115M |
-$95.8M |
+$19M |
IVV, MGC, VEA, AGG, IUSB
|
Restatement |
10/30/2023, 05:08 PM |
Q2 2023 |
2,327 |
$1.32B |
+$84.9M |
-$110M |
-$25.5M |
IVV, MGC, VEA, IUSB, AGG
|
13F-HR |
8/10/2023, 10:28 AM |
Q1 2023 |
2,360 |
$1.29B |
+$117M |
-$116M |
+$686K |
IVV, MGC, VEA, IUSB, AAPL
|
13F-HR |
5/15/2023, 01:57 PM |
Q4 2022 |
2,292 |
$1.23B |
+$177M |
-$70M |
+$107M |
IVV, MGC, VEA, VO, IUSB
|
13F-HR |
1/30/2023, 10:49 AM |
Q3 2022 |
1,965 |
$1.05B |
+$87.7M |
-$151M |
-$63.6M |
IVV, MGC, VEA, ESGU, VO
|
13F-HR |
11/15/2022, 09:59 AM |
Q2 2022 |
2,137 |
$1.18B |
+$99.5M |
-$81.8M |
+$17.7M |
IVV, MGC, VEA, ESGU, AGG
|
13F-HR |
8/9/2022, 11:32 AM |
Q1 2022 |
2,121 |
$1.35B |
+$97.5M |
-$401M |
-$303M |
IVV, MGC, ESGU, VEA, VO
|
13F-HR |
5/9/2022, 02:04 PM |
Q4 2021 |
2,324 |
$1.75B |
+$119M |
-$81M |
+$38M |
IVV, MGC, VEA, ESGU, AAPL
|
13F-HR |
2/7/2022, 03:17 PM |
Q3 2021 |
2,356 |
$1.63B |
+$179M |
-$115M |
+$63.9M |
IVV, MGC, VEA, ESGU, AAPL
|
13F-HR |
11/9/2021, 11:40 AM |
Q2 2021 |
2,311 |
$1.59B |
+$162M |
-$64.2M |
+$97.9M |
MGC, IVV, VEA, VO, ESGU
|
13F-HR |
8/13/2021, 03:45 PM |
Q1 2021 |
2,280 |
$1.42B |
+$167M |
-$121M |
+$46.5M |
MGC, IVV, VEA, VO, IJR
|
13F-HR |
5/13/2021, 11:53 AM |
Q4 2020 |
2,228 |
$1.33B |
+$158M |
-$88.3M |
+$69.3M |
MGC, IVV, VEA, AAPL, VO
|
13F-HR |
2/2/2021, 01:55 PM |
Q3 2020 |
2,103 |
$1.14B |
+$138M |
-$60.5M |
+$77.6M |
MGC, IVV, VEA, LQD, AAPL
|
13F-HR |
11/13/2020, 01:30 PM |
Q2 2020 |
2,023 |
$1.03B |
+$179M |
-$182M |
-$2.91M |
MGC, IVV, VEA, LQD, VO
|
13F-HR |
8/13/2020, 10:14 AM |
Q1 2020 |
2,101 |
$906M |
+$185M |
-$103M |
+$82.7M |
BIL, MGC, IVV, VEA, AGG
|
13F-HR |
5/13/2020, 02:41 PM |
Q4 2019 |
2,005 |
$1.01B |
+$608M |
-$21.6M |
+$586M |
MGC, IVV, VEA, VO, PTY
|
13F-HR |
2/14/2020, 10:54 AM |
Q3 2019 |
1,690 |
$400M |
+$39.4M |
-$631M |
-$592M |
PTY, IVV, USMV, IHI, AGG
|
13F-HR |
11/13/2019, 02:29 PM |
Q2 2019 |
2,150 |
$988M |
+$134M |
-$140M |
-$6.63M |
NEAR, VEA, MGC, IVV, QUAL
|
13F-HR |
8/13/2019, 11:18 AM |
Q1 2019 |
2,158 |
$970M |
+$194M |
-$146M |
+$47.8M |
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 |