Q3 2024 |
516 |
$1.38B |
+$52.9M |
-$117M |
-$63.8M |
VOO, VUG, VTV, IJH, IWB
|
13F-HR |
11/12/2024, 06:06 PM |
Q2 2024 |
459 |
$1.38B |
+$30.4M |
-$17.2M |
+$13.1M |
VOO, VUG, VTV, IJH, IWB
|
13F-HR |
8/14/2024, 01:11 PM |
Q1 2024 |
452 |
$1.34B |
+$123M |
-$43.3M |
+$79.6M |
VOO, VUG, VTV, IJH, IWB
|
13F-HR |
4/30/2024, 06:03 PM |
Q4 2023 |
510 |
$1.23B |
+$29M |
-$57.9M |
-$28.9M |
VOO, VUG, VTV, IJH, IWB
|
13F-HR |
1/30/2024, 12:35 PM |
Q3 2023 |
380 |
$1.14B |
+$43.1M |
-$82.1M |
-$39M |
VOO, VUG, VTV, IJH, VEA
|
13F-HR |
10/13/2023, 11:05 AM |
Q2 2023 |
357 |
$1.23B |
+$15.9M |
-$106M |
-$90M |
VOO, VUG, VEA, VTV, IJH
|
13F-HR |
8/8/2023, 03:35 PM |
Q1 2023 |
468 |
$1.25B |
+$24.4M |
-$53M |
-$28.6M |
VOO, VUG, IJH, VEA, VTV
|
13F-HR |
4/21/2023, 06:06 PM |
Q4 2022 |
362 |
$1.2B |
+$159M |
-$153M |
+$6.07M |
VOO, VUG, IJH, VTV, VEA
|
13F-HR |
2/2/2023, 03:31 PM |
Q3 2022 |
362 |
$1.11B |
+$128M |
-$61.1M |
+$66.9M |
VOO, VUG, IJH, VTV, VEA
|
Restatement |
11/7/2022, 10:22 AM |
Q2 2022 |
369 |
$1.12B |
+$88.7M |
-$153M |
-$64.2M |
VOO, VUG, IJH, VTV, VEA
|
13F-HR |
8/15/2022, 01:55 PM |
Q1 2022 |
314 |
$1.41B |
+$92.7M |
-$46.4M |
+$46.2M |
VUG, VOO, IJH, VTV, VEA
|
13F-HR |
5/9/2022, 04:44 PM |
Q4 2021 |
305 |
$1.45B |
+$127M |
-$35.9M |
+$91.4M |
VUG, VOO, IJH, VTV, VEA
|
13F-HR |
2/15/2022, 01:29 PM |
Q3 2021 |
241 |
$1.25B |
+$57.1M |
-$26.4M |
+$30.7M |
VUG, VOO, IJH, VEA, IVV
|
Restatement |
11/15/2021, 11:40 AM |
Q2 2021 |
229 |
$1.23B |
+$82.4M |
-$30.5M |
+$51.9M |
VUG, VOO, IJH, VEA, IVV
|
13F-HR |
8/2/2021, 06:03 PM |
Q1 2021 |
196 |
$1.1B |
+$71M |
-$77M |
-$5.95M |
VUG, VOO, IJH, IVV, VTV
|
13F-HR |
5/11/2021, 05:50 PM |
Q4 2020 |
181 |
$1.05B |
+$79.3M |
-$103M |
-$24.1M |
VUG, VOO, IJH, IVV, VTV
|
13F-HR |
2/1/2021, 02:56 PM |
Q3 2020 |
163 |
$960M |
+$71.3M |
-$120M |
-$48.5M |
VUG, IVV, IJH, VOO, VO
|
13F-HR |
11/6/2020, 09:38 AM |
Q2 2020 |
160 |
$955M |
+$142M |
-$146M |
-$4.33M |
IVV, VUG, IJH, VGSH, VOO
|
13F-HR |
8/13/2020, 11:43 AM |
Q1 2020 |
183 |
$823M |
+$119M |
-$236M |
-$116M |
IVV, IJH, VGSH, QUAL, VOO
|
13F-HR |
5/7/2020, 12:15 PM |
Q4 2019 |
185 |
$1.18B |
+$458M |
-$36.4M |
+$422M |
IVV, IJH, QUAL, VGSH, DBEF
|
13F-HR |
2/5/2020, 11:41 AM |
Q3 2019 |
127 |
$717M |
+$83.5M |
-$54.2M |
+$29.3M |
IVV, IJH, QUAL, DBEF, VGSH
|
13F-HR |
11/8/2019, 04:42 PM |
Q2 2019 |
123 |
$684M |
+$40.8M |
-$122M |
-$81.3M |
IVV, QUAL, DBEF, VGSH, IWB
|
13F-HR |
8/1/2019, 03:32 PM |
Q1 2019 |
120 |
$749M |
+$13.6M |
-$86.9M |
-$73.3M |
IVV, QUAL, DBEF, VGSH, IWB
|
13F-HR |
4/30/2019, 02:52 PM |
Q4 2018 |
126 |
$737M |
+$207M |
-$24.3M |
+$183M |
IVV, QUAL, DBEF, VGSH, IWB
|
13F-HR |
2/13/2019, 02:59 PM |
Q3 2018 |
104 |
$631M |
+$14.3M |
-$26.2M |
-$11.9M |
QUAL, DBEF, IVV, VGSH, IEMG
|
13F-HR |
10/23/2018, 11:36 AM |
Q2 2018 |
106 |
$620M |
+$48.6M |
-$41.3M |
+$7.23M |
QUAL, IVV, DBEF, IEMG, VGSH
|
13F-HR |
8/8/2018, 04:51 PM |
Q1 2018 |
117 |
$607M |
+$7.48M |
-$22M |
-$14.5M |
QUAL, DBEF, IVV, IEMG, IWB
|
13F-HR |
5/9/2018, 10:23 AM |
Q4 2017 |
121 |
$630M |
+$6.21M |
-$12.4M |
-$6.18M |
QUAL, DBEF, IVV, IEMG, VNQ
|
13F-HR |
2/5/2018, 12:03 PM |
Q3 2017 |
126 |
$608M |
+$4.49M |
-$112M |
-$108M |
QUAL, DBEF, IVV, IEMG, VNQ
|
13F-HR |
11/6/2017, 09:13 AM |
Q2 2017 |
138 |
$693M |
+$5.13M |
-$41.2M |
-$36.1M |
QUAL, DBEF, IVV, UNP, IEMG
|
13F-HR |
7/27/2017, 04:44 PM |
Q1 2017 |
136 |
$706M |
+$46.6M |
-$30.4M |
+$16.2M |
QUAL, DBEF, IVV, UNP, IEMG
|
13F-HR |
5/8/2017, 07:48 PM |
Q4 2016 |
138 |
$658M |
+$17.2M |
-$27M |
-$9.79M |
QUAL, DBEF, IVV, UNP, VNQ
|
13F-HR |
2/8/2017, 08:24 AM |
Q3 2016 |
142 |
$660M |
+$24.9M |
-$17.1M |
+$7.87M |
QUAL, DBEF, IVV, UNP, VNQ
|
13F-HR |
11/7/2016, 03:45 PM |
Q2 2016 |
134 |
$627M |
+$60.6M |
-$31.7M |
+$28.9M |
QUAL, IVV, UNP, DBEF, VNQ
|
13F-HR |
8/10/2016, 02:49 PM |
Q1 2016 |
77 |
$587M |
+$15.3M |
-$16.3M |
-$1.02M |
QUAL, IVV, UNP, VNQ, DBEF
|
13F-HR |
5/12/2016, 10:16 AM |
Q4 2015 |
77 |
$584M |
+$21.6M |
-$23.5M |
-$1.88M |
QUAL, IVV, UNP, VNQ, IWB
|
13F-HR |
2/8/2016, 03:01 PM |
Q3 2015 |
76 |
$570M |
+$43.1M |
-$27.7M |
+$15.4M |
QUAL, IVV, UNP, DBEF, IWB
|
13F-HR |
10/22/2015, 01:40 PM |
Q2 2015 |
78 |
$601M |
+$19.9M |
-$6.16M |
+$13.7M |
QUAL, DBEF, IVV, UNP, IWB
|
13F-HR |
7/16/2015, 03:29 PM |
Q1 2015 |
75 |
$605M |
+$63.2M |
-$82.6M |
-$19.4M |
QUAL, IVV, DBEF, UNP, IWB
|
13F-HR |
4/30/2015, 07:57 AM |
Q4 2014 |
83 |
$615M |
+$14.8M |
-$10.7M |
+$4.09M |
VEA, QUAL, IVV, UNP, IWB
|
13F-HR |
2/3/2015, 03:13 PM |
Q3 2014 |
76 |
$596M |
+$9.86M |
-$3.35M |
+$6.51M |
VEA, QUAL, IVV, UNP, IWB
|
13F-HR |
11/5/2014, 10:58 AM |
Q2 2014 |
77 |
$600M |
+$37.2M |
-$5.12M |
+$32.1M |
VEA, IVV, QUAL, UNP, IWB
|
13F-HR |
8/1/2014, 10:18 AM |
Q1 2014 |
72 |
$572M |
+$37.6M |
-$30.1M |
+$7.5M |
VEA, IVV, QUAL, UNP, IWB
|
13F-HR |
5/5/2014, 01:50 PM |
Q4 2013 |
67 |
$555M |
$0 |
$0 |
|
VEA, IVV, QUAL, UNP, IWB
|
13F-HR |
1/28/2014, 12:50 PM |