Q3 2024 |
22 |
$1.33B |
+$43.9M |
-$9.71M |
+$34.2M |
SPLG, SPDW, QQQ, SPY, BKLC
|
13F-HR |
11/14/2024, 09:00 AM |
Q2 2024 |
22 |
$1.22B |
+$95.4M |
-$439M |
-$344M |
SPLG, SPDW, QQQ, SPY, BKLC
|
13F-HR |
8/14/2024, 09:00 AM |
Q1 2024 |
27 |
$1.54B |
+$8.26M |
-$68.1M |
-$59.8M |
SPLG, SPDW, SPY, SPEM, BKLC
|
13F-HR |
5/15/2024, 09:00 AM |
Q4 2023 |
27 |
$1.51B |
+$376M |
-$175M |
+$200M |
SPLG, SPDW, SPY, SPEM, BKLC
|
13F-HR |
2/14/2024, 09:00 AM |
Q3 2023 |
27 |
$1.21B |
+$236M |
-$515M |
-$278M |
SPLG, SPDW, SPEM, SPAB, BKAG
|
13F-HR |
11/14/2023, 09:00 AM |
Q2 2023 |
19 |
$1.54B |
+$289M |
-$62.3M |
+$227M |
SPLG, SPDW, SPY, SPAB, QQQ
|
13F-HR |
8/14/2023, 09:00 AM |
Q1 2023 |
15 |
$1.26B |
+$303M |
-$295M |
+$7.12M |
SPLG, SPDW, SPY, SPAB, SPSM
|
13F-HR |
5/15/2023, 09:00 AM |
Q4 2022 |
18 |
$1.2B |
+$28.6M |
-$56M |
-$27.4M |
SPLG, SPAB, SPDW, SPIP, SPSM
|
13F-HR |
2/14/2023, 09:00 AM |
Q3 2022 |
17 |
$1.16B |
+$191M |
-$198M |
-$6.58M |
SPLG, SPAB, SPDW, SPIP, SPSM
|
13F-HR |
11/14/2022, 09:00 AM |
Q2 2022 |
25 |
$1.23B |
+$2.79M |
-$359M |
-$356M |
SPLG, SPAB, SPDW, SPSM, SPIP
|
13F-HR |
8/15/2022, 09:23 AM |
Q1 2022 |
29 |
$1.76B |
+$352M |
-$403M |
-$50.8M |
SPLG, SPDW, SPAB, SPY, SPSM
|
13F-HR |
5/16/2022, 09:14 AM |
Q4 2021 |
25 |
$1.91B |
+$373M |
-$51.5M |
+$321M |
SPLG, SPDW, SPY, SPGM, SPSM
|
13F-HR |
2/14/2022, 09:05 AM |
Q3 2021 |
21 |
$1.52B |
+$28.9M |
-$478M |
-$449M |
SPLG, SPDW, SPGM, SPSM, SPEM
|
13F-HR |
11/15/2021, 09:38 AM |
Q2 2021 |
29 |
$1.98B |
+$249M |
-$560M |
-$311M |
SPLG, SPDW, SPY, SPSM, SPGM
|
13F-HR |
8/16/2021, 09:52 AM |
Q1 2021 |
69 |
$2.19B |
+$98.9M |
-$754M |
-$655M |
SPLG, SPDW, SPGM, SPSM, QQQ
|
13F-HR |
5/17/2021, 10:17 AM |
Q4 2020 |
71 |
$2.72B |
+$591M |
-$593M |
-$1.32M |
SPLG, SPDW, QQQ, SPY, SPGM
|
13F-HR |
2/16/2021, 10:21 AM |
Q3 2020 |
78 |
$2.49B |
+$477M |
-$583M |
-$105M |
SPLG, SPDW, SPGM, SPAB, SPSM
|
13F-HR |
11/16/2020, 10:28 AM |
Q2 2020 |
80 |
$2.43B |
+$947M |
-$404M |
+$542M |
SPLG, SPDW, QQQ, SPY, SPGM
|
13F-HR |
8/14/2020, 09:29 AM |
Q1 2020 |
70 |
$1.68B |
+$850M |
-$1.57B |
-$717M |
SPLG, SPAB, SPDW, SPTS, SPSM
|
13F-HR |
5/15/2020, 10:10 AM |
Q4 2019 |
81 |
$2.77B |
+$562M |
-$585M |
-$23.2M |
SPY, SPDW, QQQ, IVV, SPEM
|
13F-HR |
2/14/2020, 09:16 AM |
Q3 2019 |
81 |
$2.65B |
+$448M |
-$607M |
-$159M |
SPY, SPDW, IVV, SPAB, BIL
|
13F-HR |
11/14/2019, 10:41 AM |
Q2 2019 |
90 |
$2.79B |
+$114M |
-$202M |
-$87.6M |
SPY, SPDW, IVV, QQQ, SPEM
|
13F-HR |
8/14/2019, 08:13 AM |
Q1 2019 |
94 |
$2.81B |
+$1.13B |
-$775M |
+$353M |
SPY, SPDW, IVV, QQQ, SPEM
|
13F-HR |
5/15/2019, 08:16 AM |
Q4 2018 |
107 |
$2.29B |
+$911M |
-$1.03B |
-$122M |
IVV, SPY, SPDW, SPAB, TOTL
|
13F-HR |
2/14/2019, 10:54 AM |
Q3 2018 |
111 |
$2.72B |
+$65.1M |
-$272M |
-$207M |
SPY, IVV, SPDW, QQQ, IJR
|
13F-HR |
11/14/2018, 03:26 PM |
Q2 2018 |
114 |
$2.8B |
+$570M |
-$655M |
-$84.9M |
SPY, IVV, SPDW, QQQ, IWM
|
13F-HR |
8/14/2018, 04:28 PM |
Q1 2018 |
112 |
$2.87B |
+$606M |
-$813M |
-$206M |
SPY, IVV, SPDW, BIL, MINT
|
13F-HR |
5/15/2018, 03:24 PM |
Q4 2017 |
112 |
$3.1B |
+$554M |
-$593M |
-$39.5M |
SPY, IVV, SPDW, QQQ, IJR
|
13F-HR |
2/14/2018, 11:16 AM |
Q3 2017 |
121 |
$3.09B |
+$471M |
-$412M |
+$58.9M |
SPY, IVV, QQQ, IJR, IEFA
|
13F-HR |
11/14/2017, 12:55 PM |
Q2 2017 |
117 |
$2.93B |
+$252M |
-$604M |
-$352M |
SPY, IVV, IEFA, QQQ, IJR
|
13F-HR |
8/14/2017, 02:02 PM |
Q1 2017 |
118 |
$3.2B |
+$247M |
-$286M |
-$38.7M |
SPY, IVV, QQQ, IEFA, IJR
|
13F-HR |
5/15/2017, 03:41 PM |
Q4 2016 |
114 |
$3.16B |
+$288M |
-$461M |
-$173M |
SPY, IVV, QQQ, IEFA, IJR
|
13F-HR |
2/14/2017, 10:56 AM |
Q3 2016 |
118 |
$3.26B |
+$1.14B |
-$873M |
+$265M |
SPY, IVV, QQQ, IEFA, IJR
|
13F-HR |
11/14/2016, 05:26 PM |
Q2 2016 |
102 |
$2.91B |
+$1.33B |
-$1.84B |
-$511M |
IVV, SPY, IEFA, MINT, IJR
|
13F-HR |
8/15/2016, 09:26 AM |
Q1 2016 |
109 |
$3.4B |
+$1.03B |
-$204M |
+$829M |
IVV, QQQ, SPSB, IEFA, DIA
|
13F-HR |
5/3/2016, 11:50 AM |
Q4 2015 |
100 |
$2.53B |
+$863M |
-$204M |
+$659M |
IVV, SPSB, IEFA, AGG, BND
|
13F-HR |
2/16/2016, 04:53 PM |
Q3 2015 |
95 |
$1.8B |
+$165M |
-$288M |
-$123M |
IVV, IEFA, IJR, EQAL, BSV
|
13F-HR |
11/13/2015, 02:29 PM |
Q2 2015 |
111 |
$2.04B |
+$79.3M |
-$1.27B |
-$1.19B |
IVV, IEFA, IJR, EQAL, AGG
|
13F-HR |
8/11/2015, 02:54 PM |
Q1 2015 |
114 |
$3.24B |
+$416M |
-$1.75B |
-$1.33B |
IVV, QQQ, SPY, IEFA, IJR
|
13F-HR |
5/13/2015, 01:56 PM |
Q4 2014 |
114 |
$4.51B |
+$2.34B |
-$282M |
+$2.06B |
QQQ, IVV, SPY, IEFA, IJR
|
13F-HR |
2/12/2015, 05:40 PM |
Q3 2014 |
110 |
$2.37B |
+$302M |
-$2.74B |
-$2.44B |
IVV, IEFA, IJR, XLP, DIA
|
13F-HR |
11/14/2014, 03:56 PM |
Q2 2014 |
96 |
$4.81B |
+$2.66B |
-$321M |
+$2.34B |
IVV, SPY, QQQ, IEFA, IJR
|
13F-HR |
8/14/2014, 11:16 AM |
Q1 2014 |
96 |
$2.4B |
+$271M |
-$2.93B |
-$2.65B |
IVV, IEFA, IJR, XLP, AGG
|
13F-HR |
5/15/2014, 11:53 AM |
Q4 2013 |
92 |
$5.02B |
$0 |
$0 |
|
IVV, SPY, QQQ, IEFA, OEF
|
13F-HR |
2/13/2014, 05:53 PM |