Q2 2024 |
255 |
$1.3B |
+$244M |
-$276M |
-$32.1M |
IVV, WFCPRL, APOPRA, BACPRL, VXUS
|
13F-HR |
7/26/2024, 12:32 PM |
Q1 2024 |
252 |
$1.32B |
+$205M |
-$261M |
-$56.1M |
IVV, WFCPRL, BACPRL, APOPRA, VXUS
|
13F-HR |
5/14/2024, 04:03 PM |
Q4 2023 |
253 |
$1.3B |
+$274M |
-$258M |
+$15.9M |
IVV, WFCPRL, VXUS, APOPRA, LQD
|
13F-HR |
2/8/2024, 05:14 PM |
Q3 2023 |
236 |
$1.22B |
+$180M |
-$346M |
-$166M |
IVV, WFCPRL, IEF, VXUS, APOPRA
|
13F-HR |
11/3/2023, 04:45 PM |
Q2 2023 |
248 |
$1.41B |
+$256M |
-$284M |
-$28.1M |
IVV, WFCPRL, IEF, VXUS, NEEPRR
|
13F-HR |
8/9/2023, 12:33 PM |
Q1 2023 |
256 |
$1.42B |
+$235M |
-$410M |
-$175M |
IVV, WFCPRL, NEEPRR, VXUS, IEF
|
13F-HR |
5/15/2023, 12:08 PM |
Q4 2022 |
304 |
$1.58B |
+$224M |
-$190M |
+$33.7M |
IVV, WFCPRL, NEEPRP, VXUS, IEF
|
13F-HR |
2/13/2023, 05:18 PM |
Q3 2022 |
284 |
$1.49B |
+$241M |
-$320M |
-$79M |
IVV, NEEPRP, WFCPRL, IEF, VXUS
|
13F-HR |
11/4/2022, 12:48 PM |
Q2 2022 |
295 |
$1.59B |
+$319M |
-$308M |
+$10.4M |
IVV, AVGOP, NEEPRP, IEF, VXUS
|
13F-HR |
8/11/2022, 04:01 PM |
Q1 2022 |
316 |
$1.83B |
+$403M |
-$223M |
+$180M |
IVV, AVGOP, DHRPRB, NEEPRP, AGG
|
13F-HR |
5/10/2022, 10:57 AM |
Q4 2021 |
320 |
$1.71B |
+$395M |
-$378M |
+$17.3M |
IVV, AVGOP, DHRPRB, KKRPRC, AGG
|
13F-HR |
2/11/2022, 08:43 AM |
Q3 2021 |
311 |
$1.66B |
+$315M |
-$192M |
+$123M |
IVV, AGG, NEEPRP, VXUS, SWT
|
13F-HR |
11/12/2021, 02:09 PM |
Q2 2021 |
325 |
$1.55B |
+$478M |
-$344M |
+$134M |
IVV, AGG, VXUS, SWT, NEEPRP
|
13F-HR |
8/16/2021, 11:50 AM |
Q1 2021 |
306 |
$1.39B |
+$234M |
-$295M |
-$60.7M |
IVV, AGG, SWT, NEEPRP, VXUS
|
13F-HR |
5/28/2021, 10:58 AM |
Q4 2020 |
280 |
$1.4B |
+$294M |
-$271M |
+$22.9M |
IVV, AGG, SWT, CFXA, NEEPRP
|
13F-HR |
2/11/2021, 03:14 PM |
Q3 2020 |
259 |
$1.16B |
+$129M |
-$222M |
-$93.1M |
IVV, AGG, SWT, DHRPRA, CFXA
|
13F-HR |
11/16/2020, 12:06 PM |
Q2 2020 |
246 |
$1.11B |
+$236M |
-$468M |
-$232M |
IVV, AGG, DHRPRA, SWT, CCIPRA
|
13F-HR |
8/12/2020, 01:17 PM |
Q1 2020 |
240 |
$1.13B |
+$115M |
-$266M |
-$151M |
IVV, WFCPRL, AGG, BACPRL, AVGOP
|
13F-HR |
5/13/2020, 02:58 PM |
Q4 2019 |
292 |
$1.5B |
+$191M |
-$155M |
+$35.9M |
IVV, WFCPRL, BACPRL, AVGOP, AGG
|
13F-HR |
2/12/2020, 04:26 PM |
Q3 2019 |
287 |
$1.37B |
+$252M |
-$218M |
+$34.5M |
IVV, WFCPRL, BACPRL, BDXA, AGG
|
13F-HR |
11/12/2019, 09:16 AM |
Q2 2019 |
287 |
$1.35B |
+$243M |
-$133M |
+$110M |
IVV, WFCPRL, BACPRL, BDXA, AGG
|
13F-HR |
8/12/2019, 04:43 PM |
Q1 2019 |
272 |
$1.19B |
+$218M |
-$185M |
+$33M |
IVV, WFCPRL, BACPRL, BDXA, AGG
|
13F-HR |
5/13/2019, 04:56 PM |
Q4 2018 |
257 |
$1.07B |
+$126M |
-$236M |
-$110M |
IVV, WFCPRL, BACPRL, BDXA, AGG
|
13F-HR |
2/8/2019, 01:17 PM |
Q3 2018 |
300 |
$1.29B |
+$262M |
-$209M |
+$53M |
IVV, WFCPRL, BACPRL, BDXA, HESPRA
|
13F-HR |
11/13/2018, 02:07 PM |
Q2 2018 |
290 |
$1.21B |
+$161M |
-$193M |
-$32.5M |
IVV, WFCPRL, BDXA, BACPRL, NEEPRQ
|
13F-HR |
8/7/2018, 03:28 PM |
Q1 2018 |
310 |
$1.22B |
+$187M |
-$182M |
+$5.55M |
IVV, WFCPRL, BDXA, BACPRL, AGG
|
13F-HR |
5/14/2018, 04:15 PM |
Q4 2017 |
311 |
$1.2B |
+$148M |
-$137M |
+$11.5M |
IVV, WFCPRL, BACPRL, BDXA, ANTX
|
13F-HR |
2/9/2018, 05:16 PM |
Q3 2017 |
310 |
$1.17B |
+$125M |
-$121M |
+$3.82M |
IVV, AGNPRA, WFCPRL, BACPRL, ANTX
|
13F-HR |
11/14/2017, 09:35 AM |
Q2 2017 |
1 |
$1.98M |
$0 |
$0 |
|
FPE
|
New Holdings |
11/14/2017, 09:36 AM |
Q2 2017 |
312 |
$1.13B |
+$155M |
-$128M |
+$26.7M |
IVV, AGNPRA, WFCPRL, BACPRL, ANTX
|
13F-HR |
8/10/2017, 08:08 PM |
Q1 2017 |
306 |
$1.08B |
+$89.4M |
-$144M |
-$55M |
IVV, AGNPRA, WFCPRL, BACPRL, ANTX
|
13F-HR |
5/15/2017, 01:50 PM |
Q4 2016 |
302 |
$1.09B |
+$137M |
-$140M |
-$2.62M |
IVV, AGNPRA, WFCPRL, BACPRL, AGG
|
13F-HR |
2/10/2017, 02:41 PM |
Q3 2016 |
292 |
$1.08B |
+$138M |
-$100M |
+$37.9M |
IVV, AGNPRA, WFCPRL, BACPRL, AGG
|
13F-HR |
11/14/2016, 08:23 AM |
Q2 2016 |
277 |
$999M |
+$122M |
-$91.5M |
+$30.8M |
IVV, AGNPRA, WFCPRL, BACPRL, FTRPR
|
13F-HR |
8/9/2016, 10:31 AM |
Q1 2016 |
269 |
$952M |
+$151M |
-$165M |
-$13.8M |
IVV, AGNPRA, WFCPRL, BACPRL, FTRPR
|
13F-HR |
5/9/2016, 12:32 PM |
Q4 2015 |
279 |
$977M |
+$177M |
-$144M |
+$33.1M |
IVV, AGNPRA, FTRPR, BACPRL, WFCPRL
|
13F-HR |
2/10/2016, 03:23 PM |
Q3 2015 |
274 |
$929M |
+$168M |
-$197M |
-$28.8M |
AGNPRA, IVV, FTRPR, TYFDL, BACPRL
|
13F-HR |
11/9/2015, 03:56 PM |
Q2 2015 |
292 |
$1.02B |
+$221M |
-$262M |
-$40.6M |
AGNPRA, IVV, WFCPRL, BACPRL, TYFDL
|
13F-HR |
8/11/2015, 08:21 AM |
Q1 2015 |
295 |
$1.06B |
+$846M |
-$770M |
+$75.7M |
SPY, ACTPRA, WFCPRL, BACPRL, IVV
|
13F-HR |
5/12/2015, 03:15 PM |
Q4 2014 |
363 |
$985M |
+$642M |
-$697M |
-$54.3M |
SPY, WFCPRL, BACPRL, HCNPRI, TYFDL
|
13F-HR |
2/11/2015, 03:35 PM |
Q3 2014 |
392 |
$1.03B |
+$313M |
-$300M |
+$12.3M |
SPY, WFCPRL, BACPRL, HCNPRI, KEYPRG
|
13F-HR |
11/12/2014, 04:09 PM |
Q2 2014 |
388 |
$1.03B |
+$156M |
-$140M |
+$15.8M |
SPY, HCNPRI, BACPRL, WFCPRL, KEYPRG
|
13F-HR |
8/8/2014, 02:52 PM |
Q1 2014 |
395 |
$980M |
+$172M |
-$338M |
-$167M |
SPY, HCNPRI, BACPRL, KEYPRG, WFCPRL
|
13F-HR |
5/9/2014, 11:56 AM |
Q4 2013 |
407 |
$1.13B |
$0 |
$0 |
|
SPY, HCNPRI, KEYPRG, OCRPRB, MTCN
|
13F-HR |
2/7/2014, 08:46 AM |