Q3 2024 |
33 |
$1.81B |
+$226M |
-$128M |
+$98.3M |
IVV, SCHG, GOVT, SCHF, SCHX
|
13F-HR |
11/12/2024, 10:57 AM |
Q2 2024 |
31 |
$1.62B |
+$44.5M |
-$64.8M |
-$20.3M |
IVV, SCHG, GOVT, SCHF, SCHX
|
Restatement |
9/9/2024, 01:06 PM |
Q1 2024 |
38 |
$1.6B |
+$172M |
-$40.5M |
+$132M |
IVV, SCHG, GOVT, SCHF, SCHX
|
13F-HR |
5/8/2024, 09:17 AM |
Q4 2023 |
35 |
$1.37B |
+$155M |
-$11.3M |
+$144M |
IVV, GOVT, SCHG, SCHF, SCHX
|
13F-HR |
2/12/2024, 08:01 AM |
Q3 2023 |
33 |
$1.13B |
+$49.4M |
-$32.9M |
+$16.5M |
IVV, SCHG, GOVT, SCHF, SCHX
|
13F-HR |
11/2/2023, 08:57 AM |
Q2 2023 |
31 |
$1.08B |
+$131M |
-$101M |
+$30.8M |
IVV, SCHG, GOVT, SCHF, SCHX
|
13F-HR |
8/8/2023, 02:44 PM |
Q1 2023 |
30 |
$912M |
+$104M |
-$28.8M |
+$75.7M |
IVV, SCHG, GOVT, SCHP, SHV
|
13F-HR |
5/5/2023, 11:46 AM |
Q4 2022 |
28 |
$773M |
+$54.6M |
-$15M |
+$39.5M |
IVV, SCHG, SHV, SCHP, IGSB
|
13F-HR |
2/13/2023, 08:27 AM |
Q3 2022 |
24 |
$828M |
+$133M |
-$47.7M |
+$85M |
IVV, SCHG, SCHO, SCHP, EFA
|
13F-HR |
11/15/2022, 10:23 AM |
Q2 2022 |
23 |
$782M |
+$160M |
-$41M |
+$119M |
IVV, SCHG, SCHO, SCHP, IGSB
|
13F-HR |
8/10/2022, 12:53 PM |
Q1 2022 |
39 |
$720M |
+$147M |
-$222M |
-$75.1M |
IVV, SCHG, SCHP, AGG, IGSB
|
13F-HR |
5/12/2022, 12:34 PM |
Q4 2021 |
29 |
$926M |
+$38.2M |
-$120M |
-$81.8M |
IVV, SCHG, SCHO, SCHP, AGG
|
13F-HR |
2/10/2022, 01:38 PM |
Q3 2021 |
30 |
$953M |
+$17.1M |
-$127M |
-$110M |
IVV, SCHG, SCHO, EFA, SCHP
|
13F-HR |
11/12/2021, 09:44 AM |
Q2 2021 |
30 |
$1.03B |
+$110M |
-$24.6M |
+$85.2M |
IVV, SCHG, SCHO, EFA, AGG
|
13F-HR |
8/11/2021, 02:23 PM |
Q1 2021 |
26 |
$916M |
+$71.4M |
-$29.1M |
+$42.3M |
IVV, SCHG, SCHO, AGG, SCHP
|
13F-HR |
5/11/2021, 02:14 PM |
Q4 2020 |
26 |
$851M |
+$52.3M |
-$64.7M |
-$12.4M |
IVV, SCHG, SCHO, AGG, SCHP
|
13F-HR |
2/11/2021, 03:23 PM |
Q3 2020 |
26 |
$798M |
+$45.9M |
-$15.1M |
+$30.8M |
IVV, SCHG, SCHO, SCHP, AGG
|
13F-HR |
11/10/2020, 01:41 PM |
Q2 2020 |
25 |
$722M |
+$200M |
-$158M |
+$41.9M |
IVV, SCHG, SCHO, SCHP, AGG
|
13F-HR |
8/12/2020, 10:12 AM |
Q1 2020 |
39 |
$593M |
+$93.6M |
-$15.6M |
+$78M |
IVV, SCHG, SCHP, SCHH, IGSB
|
13F-HR |
5/14/2020, 02:58 PM |
Q4 2019 |
38 |
$612M |
+$54.7M |
-$10.3M |
+$44.4M |
IVV, SCHG, SCHP, SCHH, IGSB
|
13F-HR |
2/12/2020, 05:06 PM |
Q3 2019 |
20 |
$537M |
+$5.21M |
-$70.7M |
-$65.5M |
IVV, SCHG, SCHP, SCHH, IGSB
|
13F-HR |
11/12/2019, 04:26 PM |
Q2 2019 |
20 |
$593M |
+$57M |
-$6.59M |
+$50.4M |
IVV, SCHG, SCHH, SCHP, IGSB
|
13F-HR |
7/31/2019, 05:47 PM |
Q1 2019 |
20 |
$527M |
+$97.8M |
-$22.4M |
+$75.4M |
IVV, SCHG, SCHH, SCHP, IGSB
|
13F-HR |
5/13/2019, 10:53 AM |
Q4 2018 |
20 |
$401M |
+$11M |
-$146M |
-$135M |
IVV, SCHG, SCHH, IGSB, DDWM
|
13F-HR |
2/11/2019, 05:36 PM |
Q3 2018 |
88 |
$605M |
+$33.8M |
-$83.2M |
-$49.3M |
IVV, SCHG, SCHH, DDWM, IGSB
|
13F-HR |
11/13/2018, 01:41 PM |
Q2 2018 |
83 |
$628M |
+$109M |
-$389M |
-$280M |
IVV, SCHG, SCHH, DDWM, IGSB
|
13F-HR |
8/2/2018, 04:20 PM |
Q1 2018 |
83 |
$898M |
+$33.7M |
-$43.9M |
-$10.2M |
IVV, DDWM, TIP, SCHH, TLT
|
13F-HR |
5/14/2018, 03:13 PM |
Q4 2017 |
85 |
$928M |
+$292M |
-$6.81M |
+$285M |
IVV, DDWM, TIP, SCHH, TLT
|
13F-HR |
2/14/2018, 02:00 PM |
Q3 2017 |
17 |
$625M |
+$266K |
-$134M |
-$134M |
DDWM, IVV, SCHH, TIP, TLT
|
13F-HR |
11/13/2017, 05:18 PM |
Q2 2017 |
19 |
$741M |
+$75.1M |
-$102M |
-$27.2M |
DDWM, IVV, AMJ, TIP, SCHH
|
13F-HR |
8/9/2017, 02:48 PM |
Q1 2017 |
21 |
$761M |
+$11.8M |
-$31.7M |
-$19.9M |
DDWM, IVV, AMJ, TIP, REET
|
13F-HR |
5/2/2017, 03:54 PM |
Q4 2016 |
23 |
$757M |
+$165M |
-$38.4M |
+$127M |
DDWM, IVV, AMJ, REET, TIP
|
13F-HR |
2/13/2017, 04:26 PM |
Q3 2016 |
21 |
$641M |
+$24.5M |
-$12.1M |
+$12.4M |
DDWM, AMJ, REET, TIP, TLT
|
13F-HR |
11/14/2016, 01:25 PM |
Q2 2016 |
20 |
$615M |
+$324M |
-$324M |
-$855K |
DDWM, AMJ, REET, TIP, TLT
|
13F-HR |
8/4/2016, 03:49 PM |
Q1 2016 |
20 |
$600M |
+$248M |
-$106M |
+$141M |
IHDG, REET, TIP, AMJ, IEI
|
Restatement |
5/16/2016, 05:25 PM |
Q4 2015 |
16 |
$453M |
+$54.3M |
-$67.1M |
-$12.8M |
IHDG, IWR, TIP, AMJ, IEI
|
13F-HR |
2/11/2016, 05:02 PM |
Q3 2015 |
20 |
$473M |
+$188M |
-$202M |
-$13.3M |
IHDG, IWR, TIP, AMJ, IGIB
|
13F-HR |
11/12/2015, 04:28 PM |
Q2 2015 |
19 |
$526M |
+$51.6M |
-$87.5M |
-$35.9M |
IWR, DBC, TIP, IEI, AMJ
|
13F-HR |
8/4/2015, 09:08 AM |
Q1 2015 |
14 |
$568M |
+$243M |
-$313K |
+$243M |
IWR, TIP, DBC, AMJ, IEI
|
13F-HR |
5/1/2015, 10:15 AM |
Q4 2014 |
12 |
$331M |
+$46.9M |
-$2.77M |
+$44.1M |
IWR, AMJ, DBC, IGSB, IWN
|
13F-HR |
1/29/2015, 09:49 AM |
Q3 2014 |
12 |
$309M |
+$18.5M |
-$354K |
+$18.2M |
IWR, AMJ, DBC, IWN, EEM
|
13F-HR |
10/30/2014, 10:28 AM |
Q2 2014 |
12 |
$304M |
+$11.4M |
-$202K |
+$11.2M |
IWR, AMJ, DBC, IWN, EEM
|
13F-HR |
7/24/2014, 10:32 AM |
Q1 2014 |
13 |
$276M |
+$5.46M |
-$5.49M |
-$31.5K |
IWR, DBC, AMJ, IWN, EEM
|
13F-HR |
4/8/2014, 10:19 AM |
Q4 2013 |
12 |
$271M |
$0 |
$0 |
|
IWR, DBC, AMJ, IWN, SCZ
|
13F-HR |
1/9/2014, 10:13 AM |