Q3 2024 |
1,951 |
$41.5B |
+$4.13B |
-$981M |
+$3.14B |
BSV, AGG, VOO, DFAC, MTUM
|
13F-HR |
11/13/2024, 09:37 PM |
Q2 2024 |
2,045 |
$36B |
+$3.16B |
-$936M |
+$2.22B |
BSV, VOO, AGG, DFAC, MTUM
|
13F-HR |
8/12/2024, 08:36 AM |
Q1 2024 |
1,941 |
$35.1B |
+$4.53B |
-$4.49B |
+$41.9M |
BSV, VOO, AGG, DFAC, MTUM
|
13F-HR |
5/15/2024, 11:23 AM |
Q4 2023 |
2,002 |
$33.2B |
+$5.15B |
-$605M |
+$4.55B |
BSV, AGG, VOO, DFAC, MTUM
|
13F-HR |
2/14/2024, 05:33 PM |
Q3 2023 |
1,948 |
$26.3B |
+$3.15B |
-$1.18B |
+$1.97B |
BSV, AGG, VOO, MTUM, DFAC
|
Restatement |
11/15/2023, 10:50 AM |
Q2 2023 |
1,913 |
$25.1B |
+$5.15B |
-$2.89B |
+$2.27B |
BSV, AGG, MTUM, VOO, DFAC
|
13F-HR |
8/14/2023, 04:54 PM |
Q1 2023 |
1,936 |
$22B |
+$2.3B |
-$1.05B |
+$1.25B |
BSV, MTUM, SCHX, AAPL, AGG
|
13F-HR |
5/15/2023, 07:15 PM |
Q4 2022 |
1,927 |
$20B |
+$2.48B |
-$657M |
+$1.83B |
BSV, MTUM, SCHX, AGG, QUAL
|
13F-HR |
2/8/2023, 07:45 PM |
Q3 2022 |
1,817 |
$16.8B |
+$1.82B |
-$379M |
+$1.44B |
BSV, SCHX, MTUM, AAPL, QUAL
|
13F-HR |
11/15/2022, 11:27 AM |
Q2 2022 |
1,818 |
$16.2B |
+$2.12B |
-$485M |
+$1.63B |
BSV, MTUM, SCHX, QUAL, VLUE
|
13F-HR |
8/10/2022, 10:24 AM |
Q1 2022 |
1,865 |
$17B |
+$2.23B |
-$363M |
+$1.87B |
BSV, SCHX, MTUM, QUAL, AGG
|
13F-HR |
5/10/2022, 02:05 PM |
Q4 2021 |
1,789 |
$16.2B |
+$1.51B |
-$485M |
+$1.02B |
BSV, QUAL, MTUM, SCHX, AGG
|
13F-HR |
2/4/2022, 01:14 PM |
Q3 2021 |
1,748 |
$14.3B |
+$2.01B |
-$588M |
+$1.42B |
BSV, QUAL, MTUM, VCSH, AGG
|
13F-HR |
11/10/2021, 01:35 PM |
Q2 2021 |
1,665 |
$13B |
+$1.69B |
-$274M |
+$1.42B |
QUAL, MTUM, VCSH, VLUE, AAPL
|
13F-HR |
8/10/2021, 02:59 PM |
Q1 2021 |
1,616 |
$11B |
+$2.84B |
-$348M |
+$2.49B |
QUAL, VCSH, MTUM, VLUE, AGG
|
Restatement |
8/10/2021, 02:33 PM |
Q4 2020 |
1,347 |
$7.77B |
+$880M |
-$278M |
+$603M |
MTUM, QUAL, VCSH, VLUE, BSV
|
13F-HR |
2/11/2021, 05:48 PM |
Q3 2020 |
1,237 |
$6.61B |
+$1.19B |
-$201M |
+$993M |
MTUM, QUAL, VCSH, VLUE, AAPL
|
13F-HR |
12/10/2020, 10:37 AM |
Q2 2020 |
1,010 |
$5.51B |
+$992M |
-$722M |
+$270M |
MTUM, QUAL, VCSH, VLUE, AAPL
|
13F-HR |
8/10/2020, 01:11 PM |
Q1 2020 |
1,097 |
$4.54B |
+$823M |
-$345M |
+$477M |
MTUM, VCSH, QUAL, AAPL, AGG
|
13F-HR |
5/15/2020, 08:56 PM |
Q4 2019 |
1,165 |
$5.01B |
+$637M |
-$147M |
+$490M |
MTUM, AAPL, IVV, QUAL, VLUE
|
13F-HR |
2/13/2020, 02:14 PM |
Q3 2019 |
1,124 |
$4.25B |
+$606M |
-$152M |
+$454M |
MTUM, IVV, AGG, VCSH, QUAL
|
13F-HR |
11/12/2019, 04:11 PM |
Q2 2019 |
1,148 |
$3.77B |
+$1.02B |
-$160M |
+$864M |
IVV, MTUM, SCHZ, AGG, XOM
|
13F-HR |
8/14/2019, 02:15 PM |
Q1 2019 |
1,068 |
$2.78B |
$0 |
$0 |
|
IVV, XOM, AAPL, IWF, VIG
|
New Holdings |
4/23/2019, 02:55 PM |
Q1 2019 |
843 |
$1.75B |
$0 |
$0 |
|
IVV, XOM, AAPL, IWF, VCSH
|
13F-HR |
4/12/2019, 04:36 PM |