Q1 2023 |
115 |
$689M |
+$88.7M |
-$75.3M |
+$13.3M |
DUHP, VTI, IYW, TILT, VEU
|
13F-HR |
5/12/2023, 04:13 PM |
Q4 2022 |
112 |
$648M |
+$57.7M |
-$19.4M |
+$38.4M |
DFAT, VTI, TILT, IYW, XLE
|
13F-HR |
2/14/2023, 02:35 PM |
Q3 2022 |
105 |
$571M |
+$88.8M |
-$65.6M |
+$23.2M |
DFAT, VTI, IYW, TILT, MOAT
|
13F-HR |
11/14/2022, 08:35 AM |
Q2 2022 |
91 |
$576M |
+$18.6M |
-$9.19M |
+$9.43M |
DFAT, GBIL, IYW, TILT, VTI
|
13F-HR |
8/11/2022, 03:07 PM |
Q1 2022 |
86 |
$650M |
+$76.1M |
-$46.6M |
+$29.5M |
DFAT, GBIL, IYW, TILT, VTI
|
13F-HR |
5/16/2022, 10:02 AM |
Q4 2021 |
78 |
$647M |
+$118M |
-$89.5M |
+$28.9M |
DFAT, IWV, IYW, TILT, VTI
|
13F-HR |
2/7/2022, 05:26 PM |
Q3 2021 |
75 |
$589M |
+$89.1M |
-$75M |
+$14M |
IWV, VTI, TILT, IYW, QUAL
|
13F-HR |
11/12/2021, 08:47 AM |
Q2 2021 |
68 |
$580M |
+$37.8M |
-$2.74M |
+$35.1M |
VB, IWV, VTI, TILT, IYW
|
13F-HR |
8/13/2021, 08:36 AM |
Q1 2021 |
60 |
$516M |
+$172M |
-$143M |
+$29.4M |
VB, IWV, VTI, TILT, IYW
|
13F-HR |
5/12/2021, 09:30 AM |
Q4 2020 |
60 |
$474M |
+$71.9M |
-$21.5M |
+$50.4M |
SIZE, QUAL, IYW, VTI, IWV
|
13F-HR |
2/8/2021, 09:33 AM |
Q3 2020 |
59 |
$410M |
+$39.8M |
-$26.6M |
+$13.2M |
QUAL, SIZE, IYW, VTI, SPHQ
|
13F-HR |
10/30/2020, 11:53 AM |
Q2 2020 |
56 |
$373M |
+$113M |
-$100M |
+$13.2M |
QUAL, SIZE, IYW, SPHQ, VTI
|
13F-HR |
8/6/2020, 02:45 PM |
Q1 2020 |
58 |
$327M |
+$114M |
-$131M |
-$16.9M |
GBIL, QUAL, USMV, SPHQ, SPLV
|
13F-HR |
5/7/2020, 04:49 PM |
Q4 2019 |
55 |
$391M |
+$127M |
-$114M |
+$13.5M |
QUAL, VLUE, JPST, SPHQ, XLI
|
13F-HR |
2/10/2020, 05:09 PM |
Q3 2019 |
56 |
$363M |
+$31.4M |
-$33.3M |
-$1.9M |
JPST, USMV, SPLV, QUAL, IYW
|
13F-HR |
11/5/2019, 02:40 PM |
Q2 2019 |
55 |
$361M |
+$59.9M |
-$51.7M |
+$8.22M |
JPST, USMV, SPLV, QUAL, JPUS
|
13F-HR |
8/2/2019, 11:36 AM |
Q1 2019 |
55 |
$346M |
+$8.35M |
-$2.67M |
+$5.68M |
JPST, USMV, QUAL, VTV, JPUS
|
13F-HR |
5/3/2019, 11:10 AM |
Q4 2018 |
57 |
$316M |
+$150M |
-$168M |
-$18.3M |
JPST, USMV, VTV, QUAL, JPUS
|
13F-HR |
2/13/2019, 01:35 PM |
Q3 2018 |
53 |
$359M |
+$96.8M |
-$91.9M |
+$4.94M |
IVW, USMV, VONG, VEA, SPLV
|
13F-HR |
11/7/2018, 10:43 AM |
Q2 2018 |
53 |
$344M |
+$72.3M |
-$71.8M |
+$554K |
MTUM, VLUE, PDP, VEA, VONG
|
13F-HR |
8/7/2018, 11:54 AM |
Q1 2018 |
55 |
$341M |
+$77M |
-$72.2M |
+$4.83M |
MTUM, VLUE, VEA, PDP, VONG
|
13F-HR |
5/7/2018, 11:27 AM |
Q4 2017 |
51 |
$337M |
+$126M |
-$121M |
+$4.25M |
MTUM, VLUE, VEA, PDP, PWV
|
13F-HR |
2/8/2018, 04:58 PM |
Q3 2017 |
46 |
$324M |
+$39.9M |
-$44.7M |
-$4.75M |
IVW, VUG, VEA, IYG, ACWX
|
13F-HR |
10/20/2017, 10:22 AM |
Q2 2017 |
46 |
$318M |
+$144M |
-$148M |
-$3.48M |
IVW, VUG, VEA, ACWX, IEV
|
13F-HR |
8/8/2017, 04:17 PM |
Q1 2017 |
48 |
$315M |
+$29M |
-$52.5M |
-$23.5M |
IVE, VTV, VPL, VEA, ACWX
|
13F-HR |
5/4/2017, 05:24 PM |
Q4 2016 |
50 |
$327M |
+$192M |
-$195M |
-$3.25M |
IVE, VTV, VEA, VPL, IYG
|
13F-HR |
1/31/2017, 10:58 AM |
Q3 2016 |
48 |
$329M |
+$52.1M |
-$64.3M |
-$12.2M |
IJJ, VBR, SHV, EFAV, VPL
|
13F-HR |
11/9/2016, 01:47 PM |
Q2 2016 |
47 |
$338M |
+$60.9M |
-$67.2M |
-$6.31M |
SHV, IJJ, MINT, VBR, EFAV
|
13F-HR |
7/22/2016, 02:13 PM |
Q1 2016 |
46 |
$340M |
+$84.3M |
-$99M |
-$14.6M |
SHV, IVW, VUG, MINT, EFAV
|
13F-HR |
5/3/2016, 09:54 AM |
Q4 2015 |
45 |
$352M |
+$106M |
-$116M |
-$10.1M |
IVW, VUG, SHV, EFAV, MINT
|
13F-HR |
2/8/2016, 04:10 PM |
Q3 2015 |
45 |
$355M |
+$156M |
-$169M |
-$12.8M |
SHV, IJK, MINT, VUG, SCZ
|
13F-HR |
11/9/2015, 02:02 PM |
Q2 2015 |
42 |
$388M |
+$64.7M |
-$66.4M |
-$1.68M |
IJK, VOT, SCZ, HYS, DXJ
|
13F-HR |
8/11/2015, 04:49 PM |
Q1 2015 |
43 |
$393M |
+$222M |
-$235M |
-$12.6M |
IJK, VOT, EFAV, HEZU, SCZ
|
13F-HR |
5/7/2015, 11:31 AM |
Q4 2014 |
42 |
$400M |
+$121M |
-$128M |
-$7.13M |
IVE, VTV, MINT, IYH, IYW
|
13F-HR |
2/9/2015, 05:51 PM |
Q3 2014 |
45 |
$400M |
+$137M |
-$165M |
-$28.4M |
IVE, VTV, EEMV, EWC, EWJ
|
13F-HR |
11/14/2014, 02:43 PM |
Q2 2014 |
44 |
$429M |
+$226M |
-$223M |
+$2.77M |
IVE, VTV, EFAV, EWX, EEM
|
13F-HR |
8/5/2014, 12:44 PM |
Q1 2014 |
43 |
$417M |
+$243M |
-$255M |
-$11.8M |
IVW, VUG, IEV, EFAV, SCZ
|
13F-HR |
5/12/2014, 03:21 PM |
Q4 2013 |
44 |
$424M |
$0 |
$0 |
|
IJT, IEV, SCZ, VBK, EPP
|
13F-HR |
2/7/2014, 11:59 AM |