Q3 2021 |
170 |
$467M |
+$31.6M |
-$26.4M |
+$5.24M |
VGSH, INTU, VTI, SCHF, SCHM
|
13F-HR |
10/8/2021, 11:50 AM |
Q2 2021 |
173 |
$468M |
+$25.9M |
-$7.19M |
+$18.7M |
SHV, INTU, VTI, SLY, ADBE
|
13F-HR |
7/14/2021, 10:40 AM |
Q1 2021 |
170 |
$430M |
+$28.1M |
-$21.3M |
+$6.77M |
SHV, INTU, VTI, SLY, SCHM
|
13F-HR |
4/8/2021, 03:24 PM |
Q4 2020 |
162 |
$402M |
+$43.1M |
-$33.1M |
+$9.93M |
SHV, INTU, SCHM, VTI, ADBE
|
13F-HR |
1/26/2021, 02:52 PM |
Q3 2020 |
146 |
$356M |
+$27M |
-$11.7M |
+$15.3M |
BIL, SHV, INTU, ADBE, VTI
|
13F-HR |
11/13/2020, 03:53 PM |
Q2 2020 |
140 |
$323M |
+$58.1M |
-$12.6M |
+$45.6M |
BIL, SHV, ADBE, INTU, SCHM
|
13F-HR |
8/13/2020, 03:57 PM |
Q1 2020 |
135 |
$239M |
+$19.8M |
-$31.6M |
-$11.8M |
CME, ADBE, INTU, D, SCHM
|
13F-HR |
5/12/2020, 02:44 PM |
Q4 2019 |
148 |
$308M |
+$14.3M |
-$23.3M |
-$9M |
SCHM, SLY, SPLG, VTI, INTU
|
13F-HR |
2/12/2020, 10:17 AM |
Q3 2019 |
144 |
$300M |
+$26.3M |
-$16.1M |
+$10.2M |
CME, SCHM, SLY, INTU, SPLG
|
13F-HR |
10/29/2019, 09:48 AM |
Q2 2019 |
135 |
$289M |
+$9.57M |
-$9.42M |
+$150K |
SCHM, SLY, SPLG, INTU, VTI
|
13F-HR |
8/7/2019, 11:15 AM |
Q1 2019 |
135 |
$282M |
+$17.2M |
-$39.8M |
-$22.6M |
SCHM, SLY, SPLG, INTU, VTI
|
13F-HR |
5/7/2019, 02:52 PM |
Q4 2018 |
141 |
$277M |
+$15M |
-$29.3M |
-$14.3M |
SPLG, SCHM, INTU, D, BSV
|
13F-HR |
2/8/2019, 02:27 PM |
Q3 2018 |
145 |
$328M |
+$215M |
-$1.4M |
+$214M |
SPLG, BSV, VCSH, INTU, SCHM
|
13F-HR |
11/13/2018, 10:11 AM |
Q2 2018 |
63 |
$110M |
+$7.59M |
-$1.88M |
+$5.71M |
BSV, SPLG, VCSH, SCHM, VTIP
|
13F-HR |
8/8/2018, 11:27 AM |
Q1 2018 |
60 |
$107M |
+$11.4M |
-$7.67M |
+$3.76M |
SPLG, BSV, VCSH, SCHM, VTIP
|
13F-HR |
5/2/2018, 01:59 PM |
Q4 2017 |
56 |
$103M |
+$18.3M |
-$4.46M |
+$13.9M |
SPLG, VCSH, SCHM, BSV, VTIP
|
13F-HR |
1/29/2018, 10:53 AM |
Q3 2017 |
56 |
$98.2M |
+$2.57M |
-$3.09M |
-$517K |
SPLG, VCSH, VTIP, SCHM, BSV
|
13F-HR |
11/9/2017, 10:43 AM |
Q2 2017 |
55 |
$95.7M |
+$7.75M |
-$4.42M |
+$3.32M |
SPLG, VCSH, VTIP, SCHM, BSV
|
13F-HR |
8/2/2017, 11:40 AM |
Q1 2017 |
54 |
$90.7M |
+$18M |
-$14.4M |
+$3.63M |
SPLG, VCSH, VTIP, SCHM, SLY
|
13F-HR |
4/24/2017, 03:07 PM |
Q4 2016 |
44 |
$83.9M |
+$425K |
-$3.79M |
-$3.36M |
SPLG, AIVL, VTIP, SCHM, SLY
|
13F-HR |
2/8/2017, 10:40 AM |
Q3 2016 |
43 |
$85.6M |
+$3.29M |
-$2.82M |
+$473K |
SPLG, AIVL, VTIP, SCHM, SLY
|
13F-HR |
11/4/2016, 02:01 PM |
Q2 2016 |
45 |
$83.9M |
+$3.24M |
-$4.84M |
-$1.6M |
SPLG, AIVL, VTIP, SCHM, SLY
|
13F-HR |
8/2/2016, 03:33 PM |
Q1 2016 |
43 |
$83.7M |
+$8.83M |
-$5.64M |
+$3.2M |
SPLG, AIVL, VTIP, SCHM, SLY
|
13F-HR |
5/2/2016, 03:03 PM |
Q4 2015 |
42 |
$79.1M |
+$8.8M |
-$4.04M |
+$4.76M |
SPLG, AIVL, VTIP, SCHM, SLY
|
13F-HR |
1/14/2016, 10:48 AM |
Q3 2015 |
41 |
$71M |
+$324K |
-$9.75M |
-$9.42M |
SPLG, AIVL, SCHM, SLY, DGS
|
13F-HR |
10/30/2015, 03:32 PM |
Q2 2015 |
47 |
$86.8M |
+$1.81M |
-$5.09M |
-$3.28M |
SPLG, AIVL, SCHM, SLY, DGS
|
13F-HR |
7/28/2015, 11:31 AM |
Q1 2015 |
48 |
$92.4M |
+$2.5M |
-$7.2M |
-$4.7M |
SPLG, AIVL, SCHM, SLY, SPMD
|
13F-HR |
4/29/2015, 02:41 PM |
Q4 2014 |
49 |
$96.7M |
$0 |
-$1.28M |
-$1.28M |
SPLG, AIVL, SCHM, SLY, MOO
|
13F-HR |
1/26/2015, 03:35 PM |
Q3 2014 |
50 |
$221M |
$0 |
$0 |
|
SPLG, SPMD, ETN
|
13F-HR |
10/28/2014, 11:08 AM |
Q2 2014 |
50 |
$105M |
+$6.59M |
-$3.81M |
+$2.77M |
SPLG, AIVL, SCHM, SLY, MOO
|
13F-HR |
7/28/2014, 11:33 AM |
Q1 2014 |
47 |
$100M |
+$8.72M |
-$9.71M |
-$991K |
SPLG, AIVL, SCHM, RYN, SLY
|
13F-HR |
5/9/2014, 11:14 AM |
Q4 2013 |
42 |
$99.7M |
$0 |
$0 |
|
SPLG, AIVL, SLY, SCHM, SPMD
|
13F-HR |
2/18/2014, 03:41 PM |