Q2 2019 |
102 |
$347M |
+$36.2M |
-$11M |
+$25.3M |
VTI, RSP, VOO, VEA, ACWX
|
13F-HR |
8/7/2019, 02:58 PM |
Q1 2019 |
102 |
$314M |
+$25.8M |
-$13.1M |
+$12.7M |
VTI, RSP, VOO, VEA, ACWX
|
13F-HR |
5/9/2019, 12:33 PM |
Q4 2018 |
94 |
$273M |
+$30M |
-$34.8M |
-$4.79M |
VTI, RSP, VOO, VEA, ACWX
|
13F-HR |
2/5/2019, 12:35 PM |
Q3 2018 |
102 |
$319M |
+$16.6M |
-$5.96M |
+$10.6M |
VTI, RSP, IXUS, VEA, VOO
|
13F-HR |
10/10/2018, 01:18 PM |
Q2 2018 |
102 |
$298M |
+$110M |
-$69.5M |
+$40M |
VTI, IXUS, RSP, VEA, PDBC
|
13F-HR |
7/17/2018, 12:17 PM |
Q1 2018 |
87 |
$257M |
+$52.2M |
-$54.8M |
-$2.57M |
IXUS, RSP, VTI, VEA, PDBC
|
13F-HR |
4/12/2018, 09:38 AM |
Q4 2017 |
88 |
$265M |
+$4.94M |
-$3.71M |
+$1.23M |
HEFA, RSP, VTI, VEA, VOO
|
13F-HR |
1/11/2018, 08:11 AM |
Q3 2017 |
87 |
$255M |
+$12.1M |
-$10.9M |
+$1.17M |
HEFA, RSP, VEA, VTI, VOO
|
13F-HR |
10/17/2017, 09:30 AM |
Q2 2017 |
88 |
$248M |
+$19.6M |
-$16.2M |
+$3.34M |
HEFA, RSP, VOO, VTI, VEA
|
13F-HR |
7/12/2017, 01:07 PM |
Q1 2017 |
90 |
$241M |
+$41.1M |
-$38.8M |
+$2.29M |
HEFA, RSP, MINT, VOO, VTI
|
13F-HR |
4/17/2017, 09:05 AM |
Q4 2016 |
88 |
$228M |
+$7.07M |
-$4.84M |
+$2.23M |
EWMC, VOO, RSP, HEFA, VTI
|
13F-HR |
1/12/2017, 11:00 AM |
Q3 2016 |
86 |
$219M |
+$13.1M |
-$8.07M |
+$5.02M |
VOO, EWMC, RSP, HEFA, VTI
|
13F-HR |
11/30/2016, 10:22 AM |
Q2 2016 |
86 |
$214M |
+$6.38M |
-$12.2M |
-$5.85M |
VOO, EWMC, RSP, HEFA, VTI
|
13F-HR |
7/13/2016, 02:27 PM |
Q1 2016 |
83 |
$215M |
+$34.2M |
-$39.3M |
-$5.14M |
VOO, RSP, EWMC, HEFA, MINT
|
13F-HR |
5/13/2016, 10:32 AM |
Q4 2015 |
87 |
$220M |
+$20.3M |
-$7.31M |
+$13M |
VTI, VOO, EWRI, HEFA, EWMC
|
13F-HR |
2/11/2016, 11:55 AM |
Q3 2015 |
78 |
$212M |
$0 |
$0 |
|
EWRI, VOO, VTI, HEFA, HEZU
|
13F-HR |
11/4/2015, 10:19 AM |
Q2 2015 |
78 |
$223M |
+$10.6M |
-$10.2M |
+$474K |
EWRI, VOO, VTI, HEFA, HEZU
|
13F-HR |
7/24/2015, 12:21 PM |
Q1 2015 |
83 |
$227M |
+$44.5M |
-$20.6M |
+$23.9M |
EWRI, EWMC, HEZU, VOO, HEFA
|
13F-HR |
5/12/2015, 01:46 PM |
Q4 2014 |
76 |
$196M |
+$22.4M |
-$25M |
-$2.67M |
EWRI, EWMC, FEZ, HEZU, VNQ
|
13F-HR |
2/4/2015, 01:27 PM |
Q3 2014 |
75 |
$199M |
+$6.35M |
-$11.4M |
-$5.06M |
EWRI, FEZ, EWMC, MDD, VEA
|
13F-HR |
11/7/2014, 11:35 AM |
Q2 2014 |
78 |
$213M |
+$37.1M |
-$42.6M |
-$5.42M |
EWRI, VTI, FEZ, EWMC, VEA
|
13F-HR |
7/29/2014, 01:02 PM |
Q1 2014 |
80 |
$212M |
+$27.8M |
-$11M |
+$16.8M |
EWRI, VTI, FEZ, VEA, DHS
|
13F-HR |
5/9/2014, 10:46 AM |
Q4 2013 |
79 |
$193M |
$0 |
$0 |
|
VTI, EWRI, DHS, FEZ, VEA
|
Restatement |
1/30/2014, 11:55 AM |