Q3 2024 |
127 |
$393M |
+$16.6M |
-$11.9M |
+$4.72M |
VEA, JQUA, VIG, JCPB, VB
|
13F-HR |
10/21/2024, 05:05 PM |
Q2 2024 |
118 |
$369M |
+$13.3M |
-$10.9M |
+$2.41M |
VEA, JQUA, VIG, JCPB, VB
|
13F-HR |
8/6/2024, 05:38 PM |
Q1 2024 |
127 |
$364M |
+$18.3M |
-$6.39M |
+$11.9M |
VEA, JQUA, VIG, VB, JCPB
|
13F-HR |
5/6/2024, 03:00 PM |
Q4 2023 |
124 |
$333M |
+$16.5M |
-$15M |
+$1.51M |
VEA, JQUA, VIG, VB, JCPB
|
13F-HR |
2/7/2024, 11:11 AM |
Q3 2023 |
123 |
$304M |
+$18.7M |
-$3.04M |
+$15.7M |
VEA, JQUA, VIG, JCPB, JSCP
|
13F-HR |
10/19/2023, 04:47 PM |
Q2 2023 |
117 |
$299M |
+$59M |
-$43.9M |
+$15.1M |
VEA, JQUA, VIG, JCPB, VB
|
13F-HR |
7/31/2023, 05:32 PM |
Q1 2023 |
114 |
$272M |
+$19.2M |
-$40.2M |
-$21M |
VEA, SCHD, VIG, VB, JCPB
|
13F-HR |
5/15/2023, 05:34 PM |
Q4 2022 |
114 |
$282M |
+$57.6M |
-$60M |
-$2.42M |
JPST, SCHD, VIG, VEA, VB
|
13F-HR |
2/14/2023, 03:56 PM |
Q3 2022 |
109 |
$268M |
+$18.9M |
-$5.76M |
+$13.1M |
JPST, SCHO, SCHD, STIP, VIG
|
13F-HR |
11/14/2022, 02:54 PM |
Q2 2022 |
97 |
$271M |
+$5.1M |
-$10M |
-$4.9M |
SCHO, JPST, SCHD, STIP, VIG
|
13F-HR |
8/4/2022, 05:56 PM |
Q1 2022 |
105 |
$310M |
+$61.8M |
-$35.5M |
+$26.2M |
SCHO, JPST, SCHD, VIG, STIP
|
13F-HR |
5/16/2022, 12:12 PM |
Q4 2021 |
107 |
$296M |
+$31.7M |
-$25M |
+$6.67M |
VIG, SUSA, TIP, VB, STIP
|
13F-HR |
2/10/2022, 04:26 PM |
Q3 2021 |
105 |
$272M |
+$12.3M |
-$6.76M |
+$5.54M |
SCHO, TIP, VB, VIG, SUSA
|
13F-HR |
11/8/2021, 08:37 PM |
Q2 2021 |
99 |
$268M |
+$32.8M |
-$36M |
-$3.27M |
SCHO, TIP, VB, VIG, SUSA
|
13F-HR |
8/10/2021, 04:58 PM |
Q1 2021 |
98 |
$259M |
+$65.8M |
-$70.5M |
-$4.68M |
SCHO, ESG, VB, VIG, VUG
|
13F-HR |
4/29/2021, 11:09 AM |
Q4 2020 |
92 |
$257M |
+$5.79M |
-$27.6M |
-$21.8M |
BSV, USMV, MTUM, VB, VIG
|
13F-HR |
2/9/2021, 09:37 PM |
Q3 2020 |
96 |
$257M |
+$37.7M |
-$45.5M |
-$7.82M |
BSV, BIV, USMV, MTUM, VIG
|
13F-HR |
11/12/2020, 03:27 PM |
Q2 2020 |
95 |
$259M |
+$76.6M |
-$80.6M |
-$4.03M |
SCHO, BSV, USMV, VUG, VB
|
Restatement |
8/14/2020, 10:26 AM |
Q1 2020 |
96 |
$238M |
+$45.2M |
-$22M |
+$23.2M |
JPST, SCHR, SCHO, USMV, EFAV
|
13F-HR |
5/11/2020, 12:11 PM |
Q4 2019 |
106 |
$259M |
+$7.63M |
-$5.57M |
+$2.06M |
JPST, USMV, EFAV, VBR, VNQ
|
13F-HR |
1/16/2020, 06:35 PM |
Q3 2019 |
119 |
$246M |
+$31.6M |
-$31.2M |
+$400K |
JPST, USMV, EFAV, VNQ, VBR
|
13F-HR |
11/5/2019, 02:58 PM |
Q2 2019 |
105 |
$244M |
+$9.62M |
-$25.9M |
-$16.3M |
USMV, USFR, EFAV, VBR, JPST
|
13F-HR |
7/22/2019, 05:11 PM |
Q1 2019 |
109 |
$254M |
+$60.8M |
-$32.5M |
+$28.3M |
USMV, USFR, EFAV, SCHR, JPST
|
13F-HR |
5/9/2019, 06:52 PM |
Q4 2018 |
89 |
$207M |
+$35.4M |
-$28.5M |
+$6.93M |
JPST, USMV, EFAV, VBR, VIG
|
13F-HR |
2/8/2019, 05:39 PM |
Q3 2018 |
90 |
$221M |
+$10.5M |
-$11.9M |
-$1.38M |
JPST, USMV, VBR, EFAV, MTUM
|
13F-HR |
11/13/2018, 08:44 AM |
Q2 2018 |
88 |
$214M |
+$15.5M |
-$10.1M |
+$5.4M |
JPST, USMV, VBR, EFAV, VOE
|
13F-HR |
8/6/2018, 08:05 PM |
Q1 2018 |
89 |
$207M |
+$26.3M |
-$21.2M |
+$5.1M |
JPST, USMV, VBR, EFAV, VOE
|
13F-HR |
5/11/2018, 12:26 PM |
Q4 2017 |
88 |
$205M |
+$7.96M |
-$6.04M |
+$1.91M |
USMV, VBR, EFAV, VOE, MTUM
|
13F-HR |
2/12/2018, 10:05 AM |
Q3 2017 |
86 |
$195M |
+$19.2M |
-$25.1M |
-$5.91M |
USMV, EFAV, VBR, VOE, MTUM
|
13F-HR |
11/14/2017, 08:41 AM |
Q2 2017 |
82 |
$194M |
+$24.4M |
-$28.7M |
-$4.32M |
USMV, EFAV, VBR, VOE, MTUM
|
13F-HR |
7/24/2017, 09:37 AM |
Q1 2017 |
79 |
$194M |
+$45.1M |
-$48M |
-$2.92M |
USMV, EFAV, VBR, SCHD, VOE
|
13F-HR |
5/9/2017, 06:32 PM |
Q4 2016 |
82 |
$191M |
+$20.8M |
-$42M |
-$21.3M |
USMV, EFAV, VBR, SCHO, SCHD
|
13F-HR |
2/13/2017, 10:50 AM |
Q3 2016 |
81 |
$214M |
+$43.7M |
-$22.2M |
+$21.6M |
EFAV, SCHZ, USMV, VBR, SCHO
|
13F-HR |
10/31/2016, 04:00 PM |
Q2 2016 |
81 |
$191M |
+$64.2M |
-$18.9M |
+$45.3M |
EFAV, USMV, SCHO, SCHZ, VBR
|
13F-HR |
8/2/2016, 05:30 PM |
Q1 2016 |
84 |
$142M |
+$34.1M |
-$19.2M |
+$14.9M |
SCHO, EFAV, USMV, SCHR, VBR
|
13F-HR |
5/5/2016, 07:34 PM |
Q4 2015 |
92 |
$126M |
+$26.1M |
-$12M |
+$14.1M |
SCHO, EFAV, USMV, VBR, VNQ
|
13F-HR |
2/4/2016, 09:51 PM |
Q3 2015 |
84 |
$107M |
+$13M |
-$19.8M |
-$6.79M |
EFAV, USMV, VBR, VNQ, QAI
|
13F-HR |
11/9/2015, 06:33 PM |
Q2 2015 |
87 |
$121M |
+$15.8M |
-$15.9M |
-$153K |
ALTS, EFAV, VBR, VNQ, USMV
|
13F-HR |
8/6/2015, 05:44 PM |
Q1 2015 |
90 |
$124M |
+$19.6M |
-$14.6M |
+$4.96M |
ALTS, EFAV, VBR, VNQ, FNDX
|
13F-HR |
5/7/2015, 06:54 PM |
Q4 2014 |
91 |
$119M |
$0 |
$0 |
|
ALTS, EFAV, VNQ, VBR, FNDX
|
13F-HR |
1/28/2015, 07:25 PM |