Q3 2024 |
1,678 |
$1.19B |
+$110M |
-$104M |
+$5.43M |
SPYV, VONG, FBND, VCSH, VTV
|
13F-HR |
10/28/2024, 03:41 PM |
Q2 2024 |
1,639 |
$1.12B |
+$140M |
-$77.6M |
+$62.1M |
VONG, SPYV, FBND, SPTS, VCSH
|
13F-HR |
8/6/2024, 11:12 AM |
Q1 2024 |
1,658 |
$1.06B |
+$149M |
-$128M |
+$21.3M |
SPYV, VONG, FBND, SPTS, VTV
|
13F-HR |
5/1/2024, 09:29 AM |
Q4 2023 |
1,596 |
$985M |
+$108M |
-$51.7M |
+$56M |
IMCG, SPYV, VONG, FBND, SPTS
|
13F-HR |
1/10/2024, 04:06 PM |
Q3 2023 |
1,496 |
$858M |
+$56.6M |
-$21.9M |
+$34.7M |
IMCG, SPTS, VONG, SPSB, SPYV
|
13F-HR |
11/14/2023, 09:49 AM |
Q2 2023 |
1,465 |
$850M |
+$145M |
-$86.5M |
+$58.4M |
IMCG, VONG, SPYV, VTV, SPTS
|
13F-HR |
7/26/2023, 03:23 PM |
Q1 2023 |
1,390 |
$764M |
+$130M |
-$71.9M |
+$58.1M |
VTV, SPSB, SPTS, VGSH, SPYV
|
13F-HR |
4/25/2023, 02:20 PM |
Q4 2022 |
1,294 |
$677M |
+$86.9M |
-$58.2M |
+$28.7M |
SPTS, VTV, SPSB, IMCG, IUSV
|
13F-HR |
2/1/2023, 11:46 AM |
Q3 2022 |
1,272 |
$612M |
+$89.4M |
-$50.2M |
+$39.3M |
STIP, VTV, SPSB, VCSH, IUSV
|
13F-HR |
11/1/2022, 09:06 AM |
Q2 2022 |
1,229 |
$609M |
+$113M |
-$67.6M |
+$45.9M |
VTV, SCHP, IUSV, AAPL, VCSH
|
13F-HR |
8/1/2022, 12:19 PM |
Q1 2022 |
1,243 |
$657M |
+$99.3M |
-$72.6M |
+$26.7M |
SCHP, VTV, IMCG, AAPL, VONG
|
13F-HR |
4/15/2022, 08:57 AM |
Q4 2021 |
1,190 |
$663M |
+$57.2M |
-$23.3M |
+$33.9M |
IMCG, VONG, SCHP, AAPL, VTV
|
13F-HR |
1/26/2022, 08:31 AM |
Q3 2021 |
1,383 |
$604M |
+$59.6M |
-$21.1M |
+$38.5M |
IMCG, VONG, VTV, SCHP, EFG
|
13F-HR |
10/8/2021, 08:31 AM |
Q2 2021 |
1,398 |
$576M |
+$121M |
-$48.8M |
+$71.8M |
IMCG, VTV, VONG, BIV, EFG
|
13F-HR |
7/27/2021, 09:10 AM |
Q1 2021 |
1,294 |
$512M |
+$67.8M |
-$40.5M |
+$27.3M |
VONG, BIV, IMCG, EFG, VTV
|
13F-HR |
4/19/2021, 11:49 AM |
Q4 2020 |
1,220 |
$468M |
+$48M |
-$23.7M |
+$24.3M |
VONG, BIV, JPST, IMCG, VTV
|
13F-HR |
1/8/2021, 02:49 PM |
Q3 2020 |
1,195 |
$405M |
+$154M |
-$94.3M |
+$59.9M |
BIV, VONG, JPST, IMCG, UCON
|
13F-HR |
10/6/2020, 10:41 AM |
Q2 2020 |
1,142 |
$330M |
+$113M |
-$6.54M |
+$106M |
LGLV, VO, BIV, VEA, IBD
|
13F-HR |
7/23/2020, 10:04 AM |
Q1 2020 |
463 |
$194M |
+$77.4M |
-$64.7M |
+$12.7M |
LGLV, BIV, VO, VEA, IBD
|
13F-HR |
4/22/2020, 02:41 PM |
Q4 2019 |
527 |
$224M |
+$46.7M |
-$25.8M |
+$20.9M |
MTUM, IJH, VTV, IJR, BIBL
|
13F-HR |
1/17/2020, 04:16 PM |
Q3 2019 |
616 |
$186M |
+$17.8M |
-$11.5M |
+$6.29M |
IJH, IJR, USMV, MTUM, IVW
|
13F-HR |
10/23/2019, 09:16 AM |
Q2 2019 |
544 |
$184M |
+$19.6M |
-$6.74M |
+$12.9M |
MDYG, IJH, IJR, USMV, MTUM
|
13F-HR |
8/7/2019, 03:35 PM |
Q1 2019 |
549 |
$167M |
+$55.5M |
-$41.4M |
+$14.1M |
MDYG, IJR, IJH, MTUM, IVW
|
13F-HR |
4/23/2019, 05:00 PM |
Q4 2018 |
574 |
$138M |
+$8.32M |
-$20.8M |
-$12.5M |
IJH, IJR, USMV, BIBL, VOO
|
13F-HR |
1/24/2019, 09:41 AM |
Q3 2018 |
735 |
$174M |
+$16.5M |
-$20.6M |
-$4.05M |
IJR, IJH, USMV, VEA, VOO
|
13F-HR |
11/2/2018, 09:03 AM |
Q2 2018 |
747 |
$170M |
+$31.5M |
-$20M |
+$11.5M |
IJR, IJH, VEA, USMV, VOO
|
13F-HR |
7/13/2018, 12:30 PM |
Q1 2018 |
688 |
$156M |
+$21.5M |
-$11.4M |
+$10.1M |
IJR, IJH, VEA, USMV, VOO
|
13F-HR |
5/2/2018, 03:27 PM |
Q4 2017 |
689 |
$147M |
+$12.3M |
-$47.1M |
-$34.8M |
IJR, IJH, VEA, HDV, USMV
|
13F-HR |
5/2/2018, 10:31 AM |
Q3 2017 |
725 |
$174M |
+$21.6M |
-$9.46M |
+$12.1M |
IJR, IJH, EFAV, USMV, HDV
|
13F-HR |
5/2/2018, 10:26 AM |
Q2 2017 |
744 |
$156M |
+$25.4M |
-$10.8M |
+$14.5M |
IJR, IJH, EFAV, HDV, AMGN
|
13F-HR |
5/2/2018, 10:22 AM |
Q1 2017 |
698 |
$139M |
+$45.5M |
-$31.7M |
+$13.8M |
IJR, EFAV, AMGN, VFC, HDV
|
13F-HR |
5/2/2018, 10:15 AM |
Q4 2016 |
712 |
$122M |
$0 |
$0 |
|
FSTA, FVD, EMR, IJT, AMGN
|
13F-HR |
3/14/2018, 03:36 PM |