Q3 2024 |
195 |
$612M |
+$15.5M |
-$17.3M |
-$1.74M |
VB, NVDA, IAU, AAPL, VV
|
13F-HR |
10/15/2024, 05:44 PM |
Q2 2024 |
191 |
$573M |
+$59.2M |
-$17M |
+$42.2M |
VB, NVDA, IAU, AAPL, MSFT
|
13F-HR |
7/15/2024, 03:13 PM |
Q1 2024 |
191 |
$545M |
+$58.3M |
-$42.4M |
+$15.8M |
VB, NVDA, IAU, AAPL, MSFT
|
13F-HR |
4/17/2024, 06:24 PM |
Q4 2023 |
181 |
$494M |
+$21.2M |
-$16.9M |
+$4.31M |
VB, AAPL, IAU, NVDA, MSFT
|
13F-HR |
1/19/2024, 04:52 PM |
Q3 2023 |
183 |
$448M |
+$21.5M |
-$29.7M |
-$8.19M |
VB, AAPL, VTIP, NVDA, JPST
|
13F-HR |
10/25/2023, 09:50 PM |
Q2 2023 |
183 |
$475M |
+$25.9M |
-$21.8M |
+$4.1M |
VB, AAPL, VTIP, NVDA, VV
|
13F-HR |
7/13/2023, 09:33 PM |
Q1 2023 |
186 |
$447M |
+$22M |
-$22.9M |
-$925K |
VB, AAPL, VTIP, VV, VIG
|
13F-HR |
4/21/2023, 05:38 PM |
Q4 2022 |
186 |
$426M |
+$22.2M |
-$38.4M |
-$16.2M |
VB, VTIP, AAPL, VV, JNJ
|
13F-HR |
1/31/2023, 08:45 PM |
Q3 2022 |
172 |
$408M |
+$26.9M |
-$33.2M |
-$6.31M |
VTIP, VB, AAPL, VCSH, SHM
|
13F-HR |
10/28/2022, 06:30 AM |
Q2 2022 |
175 |
$442M |
+$11.3M |
-$27.4M |
-$16.2M |
VTIP, VCSH, VB, AAPL, FLOT
|
13F-HR |
8/1/2022, 06:13 PM |
Q1 2022 |
180 |
$517M |
+$41.6M |
-$52M |
-$10.3M |
VCSH, VB, AAPL, VTIP, SHM
|
13F-HR |
4/20/2022, 08:41 PM |
Q4 2021 |
190 |
$554M |
+$11.1M |
-$20.7M |
-$9.58M |
VB, AAPL, IAU, VCSH, VEU
|
13F-HR |
2/1/2022, 09:29 PM |
Q3 2021 |
191 |
$520M |
+$23.7M |
-$12.6M |
+$11.1M |
VCSH, VB, IAU, AAPL, VEU
|
13F-HR |
10/12/2021, 09:39 PM |
Q2 2021 |
191 |
$517M |
+$42.7M |
-$24.1M |
+$18.6M |
VCSH, VB, IAU, AAPL, SHM
|
13F-HR |
7/27/2021, 09:04 PM |
Q1 2021 |
177 |
$478M |
+$39.6M |
-$22.9M |
+$16.7M |
VCSH, IAU, VB, AAPL, SHM
|
13F-HR |
4/29/2021, 11:10 AM |
Q4 2020 |
162 |
$445M |
+$26.3M |
-$26.8M |
-$503K |
VCSH, IAU, VB, AAPL, SHM
|
13F-HR |
1/27/2021, 05:29 PM |
Q3 2020 |
146 |
$406M |
+$27M |
-$12.5M |
+$14.4M |
VCSH, IAU, SHM, GBIL, FLOT
|
13F-HR |
10/22/2020, 05:03 PM |
Q2 2020 |
155 |
$386M |
+$23.1M |
-$24.7M |
-$1.61M |
VCSH, IAU, SHM, FLOT, AAPL
|
13F-HR |
7/20/2020, 04:40 PM |
Q1 2020 |
156 |
$339M |
+$30.4M |
-$26.4M |
+$4.08M |
VCSH, SHM, FLOT, GBIL, IAU
|
13F-HR |
5/1/2020, 04:49 PM |
Q4 2019 |
159 |
$406M |
+$18.3M |
-$20.3M |
-$1.94M |
VCSH, SHM, FLOT, GBIL, VB
|
13F-HR |
1/31/2020, 07:28 AM |
Q3 2019 |
158 |
$391M |
+$8.75M |
-$15.1M |
-$6.37M |
VCSH, SHM, FLOT, GBIL, CSCO
|
13F-HR |
11/8/2019, 01:52 PM |
Q2 2019 |
158 |
$397M |
+$15.3M |
-$13M |
+$2.3M |
VCSH, SHM, FLOT, CSCO, VB
|
13F-HR |
7/24/2019, 02:38 PM |
Q1 2019 |
156 |
$389M |
+$24.7M |
-$28M |
-$3.24M |
VCSH, SHM, FLOT, VB, BA
|
13F-HR |
5/8/2019, 09:17 PM |
Q4 2018 |
149 |
$360M |
+$40.7M |
-$35.9M |
+$4.74M |
VCSH, FLOT, SHM, HYG, VB
|
13F-HR |
2/5/2019, 05:59 PM |
Q3 2018 |
155 |
$396M |
+$25.4M |
-$26M |
-$632K |
VCSH, FLOT, SHM, HYG, VGK
|
13F-HR |
10/30/2018, 04:31 PM |
Q2 2018 |
153 |
$380M |
+$18.6M |
-$17.8M |
+$773K |
VCSH, VWO, SHM, HYG, VGK
|
13F-HR |
7/30/2018, 04:51 PM |
Q1 2018 |
150 |
$372M |
+$48.9M |
-$34M |
+$14.9M |
VCSH, VWO, VGK, SHM, HYG
|
13F-HR |
5/9/2018, 11:20 AM |
Q4 2017 |
144 |
$363M |
+$37.1M |
-$37.1M |
-$61.9K |
VCSH, SHM, VGK, VB, PFF
|
13F-HR |
2/1/2018, 09:21 AM |
Q3 2017 |
147 |
$353M |
+$11.1M |
-$30.4M |
-$19.3M |
VCSH, SHM, VGK, VB, PFF
|
13F-HR |
11/8/2017, 10:12 AM |
Q2 2017 |
150 |
$361M |
+$14.6M |
-$15.6M |
-$951K |
VCSH, SHM, VGK, VB, PFF
|
13F-HR |
8/9/2017, 04:25 PM |
Q1 2017 |
152 |
$358M |
+$24.8M |
-$22.6M |
+$2.21M |
VCSH, SHM, PFF, VB, VGK
|
13F-HR |
5/9/2017, 06:31 PM |
Q4 2016 |
139 |
$342M |
+$32.1M |
-$7.73M |
+$24.4M |
VCSH, SHM, PFF, VB, VGK
|
13F-HR |
2/6/2017, 07:13 PM |
Q3 2016 |
136 |
$317M |
+$12M |
-$25.4M |
-$13.5M |
VCSH, SHM, PFF, VB, VGK
|
13F-HR |
11/8/2016, 05:03 PM |
Q2 2016 |
137 |
$323M |
+$18M |
-$15.9M |
+$2.09M |
VCSH, SHM, PFF, VGK, VB
|
13F-HR |
7/29/2016, 04:33 PM |
Q1 2016 |
135 |
$317M |
+$32.7M |
-$31.6M |
+$1.12M |
VCSH, SHM, PFF, VGK, HYG
|
13F-HR |
4/28/2016, 07:11 PM |
Q4 2015 |
139 |
$312M |
+$27.7M |
-$20.9M |
+$6.75M |
VCSH, SHM, PFF, VGK, VB
|
13F-HR |
2/1/2016, 06:22 PM |
Q3 2015 |
139 |
$297M |
+$27.3M |
-$60.1M |
-$32.8M |
SHM, VCSH, PFF, TIP, VGK
|
13F-HR |
10/22/2015, 06:40 PM |
Q2 2015 |
150 |
$355M |
+$34.1M |
-$10.9M |
+$23.2M |
SHM, VEA, PFF, TIP, BEN
|
13F-HR |
7/30/2015, 07:01 PM |
Q1 2015 |
159 |
$341M |
+$37.8M |
-$35.2M |
+$2.61M |
SHM, PFF, VEA, BEN, TIP
|
13F-HR |
4/27/2015, 07:59 PM |
Q4 2014 |
153 |
$335M |
+$47.6M |
-$37M |
+$10.6M |
BEN, SHM, AMJ, TIP, PFF
|
13F-HR |
2/5/2015, 03:32 PM |
Q3 2014 |
150 |
$322M |
+$99.8M |
-$27.3M |
+$72.5M |
BEN, TIP, AMJ, SHM, FLOT
|
13F-HR |
11/5/2014, 06:31 PM |
Q2 2014 |
105 |
$255M |
+$15.6M |
-$9.09M |
+$6.5M |
AMJ, BSV, FLOT, SHM, VNQ
|
13F-HR |
8/7/2014, 08:06 PM |
Q1 2014 |
107 |
$242M |
+$15.3M |
-$12.7M |
+$2.65M |
AMJ, BSV, FLOT, VNQ, SHM
|
13F-HR |
4/28/2014, 08:34 AM |
Q4 2013 |
111 |
$240M |
$0 |
$0 |
|
AMJ, BSV, SHM, FLOT, VB
|
13F-HR |
2/3/2014, 08:19 PM |