Q3 2024 |
210 |
$1.09B |
+$69.7M |
-$60.9M |
+$8.89M |
IEFA, IWM, SPY, PG, IVV
|
13F-HR |
10/1/2024, 08:54 AM |
Q2 2024 |
204 |
$1.01B |
+$35.8M |
-$51.4M |
-$15.7M |
IEFA, IWM, SPY, PG, MSFT
|
13F-HR |
7/3/2024, 09:27 AM |
Q1 2024 |
203 |
$1.04B |
+$71.3M |
-$72.3M |
-$1.01M |
IEFA, IWM, SPY, PG, MSFT
|
13F-HR |
4/1/2024, 10:20 AM |
Q4 2023 |
198 |
$981M |
+$33.9M |
-$48.1M |
-$14.2M |
IEFA, IWM, PG, MSFT, AAPL
|
13F-HR |
1/2/2024, 02:09 PM |
Q3 2023 |
193 |
$911M |
+$51.2M |
-$55.8M |
-$4.62M |
IEFA, IWM, PG, AAPL, MSFT
|
13F-HR |
10/12/2023, 10:35 AM |
Q2 2023 |
198 |
$958M |
+$14.1M |
-$16.2M |
-$2.1M |
IEFA, IWM, PG, AAPL, MSFT
|
13F-HR |
7/3/2023, 10:31 AM |
Q1 2023 |
198 |
$934M |
+$20.8M |
-$33.7M |
-$12.9M |
IEFA, IWM, PG, AAPL, MSFT
|
13F-HR |
4/3/2023, 03:09 PM |
Q4 2022 |
195 |
$925M |
+$84.1M |
-$62.7M |
+$21.4M |
IEFA, IWM, PG, AAPL, MSFT
|
13F-HR |
1/3/2023, 10:46 AM |
Q3 2022 |
182 |
$815M |
+$67.4M |
-$17.7M |
+$49.7M |
IEFA, IWM, PG, AAPL, MSFT
|
13F-HR |
10/4/2022, 02:21 PM |
Q2 2022 |
176 |
$820M |
+$25.1M |
-$13.6M |
+$11.5M |
IEFA, IWM, PG, MSFT, AAPL
|
13F-HR |
7/1/2022, 12:55 PM |
Q1 2022 |
182 |
$940M |
+$65.1M |
-$52M |
+$13M |
IEFA, IWM, PG, AAPL, MSFT
|
13F-HR |
4/4/2022, 11:03 AM |
Q4 2021 |
183 |
$989M |
+$10.9M |
-$13.2M |
-$2.31M |
IEFA, IWM, PG, MSFT, AAPL
|
13F-HR |
1/3/2022, 02:20 PM |
Q3 2021 |
176 |
$912M |
+$11.5M |
-$9.69M |
+$1.83M |
IEFA, IWM, PG, MSFT, SPY
|
13F-HR |
10/1/2021, 12:20 PM |
Q2 2021 |
183 |
$916M |
+$13.5M |
-$31.8M |
-$18.3M |
IEFA, IWM, PG, SPY, MSFT
|
13F-HR |
7/7/2021, 12:56 PM |
Q1 2021 |
187 |
$894M |
+$23.2M |
-$42.5M |
-$19.3M |
IEFA, IWM, PG, VLUE, SPY
|
13F-HR |
4/5/2021, 08:12 AM |
Q4 2020 |
186 |
$852M |
+$53.6M |
-$27.5M |
+$26.1M |
IEFA, IWM, PG, VLUE, SPY
|
13F-HR |
1/5/2021, 12:33 PM |
Q3 2020 |
177 |
$728M |
+$34.2M |
-$14.3M |
+$19.9M |
IEFA, PG, IWM, SPY, MSFT
|
13F-HR |
10/2/2020, 04:29 PM |
Q2 2020 |
174 |
$681M |
+$32.8M |
-$16.2M |
+$16.6M |
IEFA, IWM, PG, SPY, MSFT
|
13F-HR |
7/2/2020, 09:37 AM |
Q1 2020 |
164 |
$573M |
+$69.1M |
-$63.3M |
+$5.77M |
IEFA, PG, IWM, SPY, MSFT
|
13F-HR |
4/1/2020, 01:32 PM |
Q4 2019 |
178 |
$727M |
+$17.5M |
-$12.2M |
+$5.34M |
EFA, IWM, PG, SPY, MSFT
|
13F-HR |
1/3/2020, 11:50 AM |
Q3 2019 |
175 |
$679M |
+$23.7M |
-$13.4M |
+$10.3M |
EFA, PG, IWM, SPY, CINF
|
13F-HR |
10/4/2019, 04:06 PM |
Q2 2019 |
177 |
$657M |
+$21.6M |
-$34.2M |
-$12.6M |
EFA, IWM, PG, SPY, VTV
|
13F-HR |
7/1/2019, 03:29 PM |
Q1 2019 |
181 |
$650M |
+$22.4M |
-$17.6M |
+$4.78M |
EFA, IWM, PG, SPY, VTV
|
13F-HR |
4/2/2019, 02:57 PM |
Q4 2018 |
174 |
$573M |
+$28.6M |
-$49.7M |
-$21.2M |
EFA, SPY, PG, IWM, FFBC
|
13F-HR |
1/3/2019, 03:47 PM |
Q3 2018 |
192 |
$678M |
+$12.9M |
-$19.9M |
-$6.99M |
IWM, EFA, SPY, PG, FFBC
|
13F-HR |
10/3/2018, 11:04 AM |
Q2 2018 |
190 |
$646M |
+$42.4M |
-$16.5M |
+$25.9M |
IWM, EFA, SPY, PG, FFBC
|
13F-HR |
7/5/2018, 10:02 AM |
Q1 2018 |
167 |
$613M |
+$40.5M |
-$22M |
+$18.6M |
EFA, IWM, SPY, PG, VTV
|
13F-HR |
4/4/2018, 10:35 AM |
Q4 2017 |
178 |
$606M |
+$15M |
-$27.7M |
-$12.7M |
IWM, EFA, PG, SPY, VNQ
|
13F-HR |
1/2/2018, 02:44 PM |
Q3 2017 |
185 |
$591M |
+$11.7M |
-$19.5M |
-$7.87M |
EFA, IWM, PG, SPY, VNQ
|
13F-HR |
10/19/2017, 03:57 PM |
Q2 2017 |
185 |
$579M |
+$41.5M |
-$11.3M |
+$30.2M |
EFA, IWM, PG, SPY, FFBC
|
13F-HR |
7/11/2017, 06:26 PM |
Q1 2017 |
174 |
$542M |
+$31.5M |
-$19.9M |
+$11.6M |
EFA, IWM, PG, SPY, FFBC
|
13F-HR |
4/3/2017, 02:19 PM |
Q4 2016 |
174 |
$509M |
+$17.2M |
-$65M |
-$47.8M |
EFA, SPY, PG, IWM, FFBC
|
13F-HR |
1/9/2017, 10:07 AM |
Q3 2016 |
181 |
$543M |
+$53.4M |
-$30.5M |
+$23M |
EFA, PG, SPY, IWM, CINF
|
13F-HR |
10/11/2016, 03:40 PM |
Q2 2016 |
181 |
$518M |
+$23.8M |
-$25.4M |
-$1.65M |
EFA, PG, SPY, VNQ, CINF
|
13F-HR |
7/5/2016, 02:12 PM |
Q1 2016 |
183 |
$505M |
+$20.4M |
-$16.6M |
+$3.76M |
EFA, SPY, PG, USMV, FFBC
|
13F-HR |
4/6/2016, 02:21 PM |
Q4 2015 |
185 |
$491M |
+$29.8M |
-$21.8M |
+$8.05M |
EFA, SPY, PG, USMV, FFBC
|
13F-HR |
1/5/2016, 12:07 PM |
Q3 2015 |
175 |
$460M |
+$42.8M |
-$19.2M |
+$23.6M |
EFA, PG, SPY, FFBC, USMV
|
13F-HR |
10/2/2015, 03:19 PM |
Q2 2015 |
176 |
$465M |
+$9.57M |
-$22.4M |
-$12.9M |
PG, SPY, EFA, FFBC, MDY
|
13F-HR |
7/6/2015, 08:31 AM |
Q1 2015 |
176 |
$486M |
+$24.7M |
-$73.5M |
-$48.9M |
PG, SPY, EFA, FFBC, MDY
|
13F-HR |
4/3/2015, 11:07 AM |
Q4 2014 |
177 |
$542M |
+$43M |
-$20M |
+$22.9M |
PG, SPY, AGG, EFA, FFBC
|
13F-HR |
1/5/2015, 02:17 PM |
Q3 2014 |
175 |
$496M |
+$10.2M |
-$19.8M |
-$9.62M |
PG, SPY, EFA, FFBC, MDY
|
13F-HR |
10/2/2014, 04:08 PM |
Q2 2014 |
182 |
$505M |
+$12.4M |
-$29M |
-$16.6M |
PG, SPY, EFA, FFBC, MDY
|
13F-HR |
7/2/2014, 03:58 PM |
Q1 2014 |
180 |
$513M |
+$8.06M |
-$26.2M |
-$18.1M |
PG, SPY, FFBC, EFA, MDY
|
13F-HR |
4/14/2014, 03:33 PM |
Q4 2013 |
185 |
$528M |
$0 |
$0 |
|
PG, SPY, FFBC, EFA, CINF
|
13F-HR |
1/3/2014, 04:29 PM |