Q3 2024 |
21 |
$2.41B |
+$476M |
-$173M |
+$302M |
JPMB, EMB, SPHY, XLF, IXUS
|
13F-HR |
11/14/2024, 10:03 AM |
Q2 2024 |
20 |
$1.99B |
+$494M |
-$217M |
+$277M |
JPMB, EMB, SPHY, XLF, IXUS
|
13F-HR |
8/14/2024, 12:46 PM |
Q1 2024 |
18 |
$1.72B |
+$442M |
-$26.9M |
+$416M |
JPMB, SPHY, IXUS, IVV, IAUM
|
13F-HR |
5/15/2024, 03:49 PM |
Q4 2023 |
19 |
$1.3B |
$0 |
-$617M |
-$617M |
JPMB, SPHY, IVV, IAUM, EMB
|
13F-HR |
2/14/2024, 11:58 AM |
Q3 2023 |
22 |
$1.78B |
+$772M |
-$732M |
+$39.9M |
JPMB, IVV, SPHY, IXUS, IAUM
|
13F-HR |
11/14/2023, 10:25 AM |
Q2 2023 |
20 |
$1.81B |
+$465M |
-$12.4M |
+$452M |
IVV, IXUS, JPMB, USHY, GLDM
|
13F-HR |
8/9/2023, 01:17 PM |
Q1 2023 |
20 |
$1.33B |
+$44.1M |
-$296M |
-$251M |
IVV, IXUS, GLDM, JPMB, USHY
|
Restatement |
5/15/2023, 01:38 PM |
Q4 2022 |
13 |
$1.5B |
+$235M |
-$59.7M |
+$175M |
IVV, IXUS, GLDM, USHY, JPMB
|
13F-HR |
2/10/2023, 05:27 PM |
Q3 2022 |
13 |
$1.23B |
+$59.8M |
-$12.2M |
+$47.6M |
IVV, IXUS, GLDM, EMB, USHY
|
13F-HR |
10/28/2022, 02:11 PM |
Q2 2022 |
13 |
$1.27B |
+$157M |
-$240M |
-$83.2M |
IVV, IXUS, EMB, USHY, GLDM
|
13F-HR |
8/15/2022, 10:04 AM |
Q1 2022 |
16 |
$1.56B |
+$2.51M |
-$1.01B |
-$1.01B |
IVV, IXUS, EMB, USHY, IAUM
|
13F-HR |
5/16/2022, 04:31 PM |
Q4 2021 |
17 |
$2.72B |
+$232M |
-$339M |
-$106M |
IVV, IXUS, EMB, USHY, IAUM
|
13F-HR |
2/14/2022, 04:11 PM |
Q3 2021 |
15 |
$2.72B |
+$591M |
-$90.2M |
+$501M |
IVV, IXUS, EMB, USHY, GLDM
|
13F-HR |
11/10/2021, 04:49 PM |
Q2 2021 |
13 |
$2.23B |
+$24M |
-$6.37M |
+$17.7M |
IVV, IXUS, EMB, GLDM, USHY
|
13F-HR |
7/26/2021, 09:52 AM |
Q1 2021 |
12 |
$2.12B |
+$230M |
-$10.1M |
+$220M |
IVV, IXUS, EMB, GLDM, USHY
|
13F-HR |
5/12/2021, 01:43 PM |
Q4 2020 |
12 |
$1.9B |
+$412M |
-$491M |
-$79.4M |
IVV, IXUS, EMB, GLDM, USHY
|
13F-HR |
2/2/2021, 07:40 PM |
Q3 2020 |
12 |
$1.8B |
+$142M |
-$20.6M |
+$121M |
IVV, IXUS, EMB, USHY, PINC
|
13F-HR |
11/16/2020, 04:01 PM |
Q2 2020 |
10 |
$1.58B |
+$948M |
-$3.19M |
+$945M |
IVV, IXUS, EMB, USHY, SCHP
|
13F-HR |
8/10/2020, 05:27 PM |
Q1 2020 |
9 |
$548M |
+$27.2M |
-$1.05B |
-$1.02B |
IVV, IXUS, SCHP, EMB, COMB
|
13F-HR |
4/24/2020, 02:52 PM |
Q4 2019 |
10 |
$1.9B |
+$96.1M |
-$49M |
+$47.1M |
IVV, IXUS, EMB, HYG, JNK
|
13F-HR |
2/12/2020, 10:21 AM |
Q3 2019 |
11 |
$1.75B |
+$141M |
-$83M |
+$57.5M |
IVV, IXUS, EMB, SCHP, HYG
|
13F-HR |
10/25/2019, 10:36 AM |
Q2 2019 |
11 |
$1.69B |
+$132M |
-$146M |
-$13.3M |
IVV, IXUS, EMB, GLDM, SCHP
|
13F-HR |
8/5/2019, 05:19 PM |
Q1 2019 |
11 |
$1.67B |
+$36.4M |
-$8.45M |
+$27.9M |
IVV, IXUS, EMB, GLDM, HYG
|
13F-HR |
5/3/2019, 02:58 PM |
Q4 2018 |
13 |
$1.49B |
+$80.5M |
-$25M |
+$55.5M |
IVV, IXUS, EMB, GLDM, HYG
|
13F-HR |
2/6/2019, 11:03 AM |
Q3 2018 |
12 |
$1.6B |
+$165M |
-$94.3M |
+$70.6M |
IVV, IXUS, EMB, GLDM, HYG
|
13F-HR |
10/30/2018, 10:10 AM |
Q2 2018 |
13 |
$1.49B |
+$39.9M |
-$25.3M |
+$14.5M |
IVV, IXUS, EMB, GLD, HYG
|
13F-HR |
8/7/2018, 12:36 PM |
Q1 2018 |
12 |
$1.49B |
+$4.59M |
-$37.9K |
+$4.55M |
IVV, IXUS, EMB, GLD, HYG
|
13F-HR |
5/2/2018, 04:34 PM |
Q4 2017 |
12 |
$1.5B |
+$196M |
-$446M |
-$250M |
IVV, IXUS, EMB, GLD, JNK
|
13F-HR |
2/5/2018, 11:42 AM |
Q3 2017 |
12 |
$1.7B |
+$273M |
-$2.5M |
+$271M |
IVV, IXUS, MBB, GOVT, EMB
|
13F-HR |
11/6/2017, 09:05 AM |
Q2 2017 |
10 |
$1.38B |
$0 |
$0 |
|
IVV, IXUS, GOVT, TIP, EMB
|
13F-HR |
8/8/2017, 02:43 PM |