Q4 2022 |
1,347 |
$5.02B |
+$283M |
-$483M |
-$200M |
VTI, GSLC, IWF, MSFT, AAPL
|
13F-HR |
2/6/2023, 05:25 PM |
Q3 2022 |
1,320 |
$4.84B |
+$300M |
-$392M |
-$92.4M |
VTI, IWF, AAPL, GSLC, MSFT
|
13F-HR |
11/1/2022, 03:06 PM |
Q2 2022 |
1,349 |
$5.28B |
+$412M |
-$695M |
-$283M |
VTI, IWF, AAPL, MSFT, GSLC
|
13F-HR |
7/18/2022, 04:26 PM |
Q1 2022 |
1,375 |
$6.5B |
+$630M |
-$579M |
+$50.2M |
VTI, IWF, AAPL, IVV, IXUS
|
13F-HR |
5/16/2022, 02:14 PM |
Q4 2021 |
1,371 |
$6.88B |
+$881M |
-$632M |
+$248M |
VTI, IWF, AAPL, MSFT, GSLC
|
13F-HR |
2/8/2022, 05:21 PM |
Q3 2021 |
1,277 |
$6.11B |
+$85.1M |
-$1.27B |
-$1.19B |
VTI, IWF, IXUS, MSFT, GSLC
|
13F-HR |
11/8/2021, 03:42 PM |
Q2 2021 |
1,329 |
$7.55B |
+$1.01B |
-$477M |
+$531M |
VTI, IWF, PXH, GSLC, IXUS
|
13F-HR |
8/3/2021, 12:35 PM |
Q1 2021 |
1,163 |
$6.66B |
+$1.98B |
-$2.08B |
-$103M |
VTI, PXH, IWF, GSLC, IXUS
|
13F-HR |
5/12/2021, 10:59 AM |
Q4 2020 |
1,009 |
$6.44B |
+$1.61B |
-$1.62B |
-$10M |
VTI, IXUS, PXH, AGG, XT
|
13F-HR |
2/16/2021, 02:30 PM |
Q3 2020 |
1,142 |
$5.81B |
+$3.55B |
-$207M |
+$3.35B |
VTI, PXH, XT, BOND, IWF
|
13F-HR |
12/2/2020, 05:38 PM |
Q2 2020 |
309 |
$2.37B |
+$199M |
-$267M |
-$67.8M |
XT, PXH, TOTL, BOND, FNDF
|
13F-HR |
8/12/2020, 04:26 PM |
Q1 2020 |
306 |
$2.16B |
+$417M |
-$703M |
-$287M |
XT, BOND, PXH, TOTL, FNDF
|
13F-HR |
5/13/2020, 11:56 AM |
Q4 2019 |
801 |
$3B |
+$200M |
-$254M |
-$54.4M |
PXH, XT, VLUE, TOTL, EFV
|
13F-HR |
2/6/2020, 03:16 PM |
Q3 2019 |
733 |
$2.88B |
+$130M |
-$421M |
-$291M |
XT, PXH, VLUE, TOTL, EFV
|
13F-HR |
11/14/2019, 04:32 PM |
Q2 2019 |
914 |
$3.2B |
+$485M |
-$449M |
+$36M |
PXH, XT, TOTL, EFV, VLUE
|
13F-HR |
8/14/2019, 11:56 AM |
Q1 2019 |
808 |
$3.13B |
+$354M |
-$333M |
+$20.9M |
PXH, EFV, TOTL, VLUE, ACWV
|
13F-HR |
5/14/2019, 04:34 PM |
Q4 2018 |
648 |
$2.86B |
+$514M |
-$581M |
-$67.4M |
EFV, PXH, TOTL, SPLV, BIL
|
13F-HR |
2/13/2019, 12:46 PM |
Q3 2018 |
617 |
$3.22B |
+$427M |
-$389M |
+$37.9M |
EFV, TOTL, VLUE, PXH, QUAL
|
13F-HR |
11/13/2018, 11:47 AM |
Q2 2018 |
593 |
$3.13B |
+$693M |
-$634M |
+$58.4M |
EFV, PXH, VLUE, TOTL, QUAL
|
13F-HR |
8/14/2018, 12:53 PM |
Q1 2018 |
523 |
$3.1B |
+$581M |
-$480M |
+$101M |
EFV, PXH, TOTL, VLUE, JPIN
|
13F-HR |
5/15/2018, 12:14 PM |
Q4 2017 |
504 |
$3.02B |
+$298M |
-$181M |
+$117M |
EFV, TOTL, QUAL, VLUE, TIP
|
13F-HR |
2/12/2018, 03:37 PM |
Q3 2017 |
572 |
$2.82B |
+$300M |
-$202M |
+$98M |
EFV, TOTL, QUAL, VLUE, TIP
|
13F-HR |
11/14/2017, 12:37 PM |
Q2 2017 |
476 |
$2.63B |
+$254M |
-$131M |
+$123M |
EFV, QUAL, TIP, MINT, VTI
|
13F-HR |
8/8/2017, 11:52 AM |
Q1 2017 |
457 |
$2.45B |
+$392M |
-$410M |
-$17.7M |
EFV, QUAL, TIP, MINT, VIG
|
13F-HR |
5/3/2017, 05:20 PM |
Q4 2016 |
471 |
$2.36B |
+$324M |
-$358M |
-$33.9M |
VLUE, QUAL, VIG, PCY, VGK
|
13F-HR |
2/8/2017, 05:14 PM |
Q3 2016 |
484 |
$2.39B |
+$191M |
-$211M |
-$20.3M |
QUAL, VIG, VGK, PCY, XLK
|
13F-HR |
11/10/2016, 05:42 PM |
Q2 2016 |
372 |
$2.35B |
+$223M |
-$233M |
-$9.79M |
QUAL, VIG, VGK, TOTL, PCY
|
13F-HR |
8/9/2016, 02:21 PM |
Q1 2016 |
395 |
$2.33B |
+$454M |
-$448M |
+$5.12M |
QUAL, VGK, VIG, TOTL, BOND
|
13F-HR |
5/9/2016, 03:38 PM |
Q4 2015 |
566 |
$2.31B |
+$421M |
-$443M |
-$22.7M |
QUAL, VIG, VGK, MINT, BOND
|
13F-HR |
2/11/2016, 10:04 AM |
Q3 2015 |
450 |
$2.29B |
+$224M |
-$333M |
-$108M |
VGK, VIG, QUAL, VEU, EFA
|
13F-HR |
11/12/2015, 01:07 PM |
Q2 2015 |
414 |
$2.59B |
+$116M |
-$158M |
-$41.4M |
VIG, VGK, VEU, EFA, QUAL
|
13F-HR |
8/11/2015, 11:00 AM |
Q1 2015 |
419 |
$2.65B |
+$191M |
-$205M |
-$14.1M |
VIG, VGK, VEU, EFA, QUAL
|
13F-HR |
5/1/2015, 10:54 AM |
Q4 2014 |
422 |
$2.63B |
+$376M |
-$379M |
-$3.16M |
VIG, EFA, VGK, QUAL, VEU
|
13F-HR |
2/10/2015, 09:13 AM |
Q3 2014 |
384 |
$2.63B |
+$198M |
-$225M |
-$27.1M |
VIG, IWF, EFA, QUAL, QQQ
|
13F-HR |
11/13/2014, 04:29 PM |
Q2 2014 |
378 |
$2.69B |
+$149M |
-$131M |
+$18.5M |
VIG, IWF, EFA, OEF, BKLN
|
13F-HR |
8/12/2014, 11:10 AM |
Q1 2014 |
387 |
$2.59B |
+$103M |
-$124M |
-$20.3M |
VIG, IWF, EFA, BKLN, OEF
|
13F-HR |
5/13/2014, 10:08 AM |
Q4 2013 |
381 |
$2.59B |
+$166M |
-$184M |
-$18.3M |
VIG, IWF, EFA, BKLN, QQQ
|
13F-HR |
2/14/2014, 11:17 AM |
Q3 2013 |
368 |
$2.48B |
$0 |
$0 |
|
VIG, IWF, EFA, BKLN, XLE
|
Restatement |
2/18/2014, 11:49 AM |