Q3 2024 |
157 |
$599M |
+$14.8M |
-$19.8M |
-$5.02M |
VUG, DFUS, GLDM, DFUV, SCHB
|
13F-HR |
11/14/2024, 10:15 AM |
Q2 2024 |
156 |
$565M |
+$11.2M |
-$16.6M |
-$5.37M |
VUG, DFUS, GLDM, DFUV, SCHB
|
13F-HR |
8/14/2024, 11:46 AM |
Q1 2024 |
155 |
$564M |
+$13M |
-$9.94M |
+$3.04M |
GLDM, DFUV, DFUS, VUG, SCHB
|
13F-HR |
5/13/2024, 12:17 PM |
Q4 2023 |
146 |
$530M |
+$20.2M |
-$8.09M |
+$12.1M |
GLDM, DFUV, DFUS, VUG, SCHB
|
13F-HR |
2/12/2024, 05:26 PM |
Q3 2023 |
134 |
$468M |
+$9.14M |
-$16.2M |
-$7.09M |
DFUV, GLDM, DFUS, VUG, SCHB
|
13F-HR |
11/9/2023, 06:48 PM |
Q2 2023 |
140 |
$494M |
+$17.3M |
-$56.4M |
-$39M |
DFUV, GLDM, VUG, DFUS, VYMI
|
13F-HR |
8/7/2023, 09:46 PM |
Q1 2023 |
134 |
$473M |
$0 |
$0 |
|
DFUV, GLDM, DFUS, VUG, VYMI
|
13F-HR |
5/11/2023, 09:11 PM |
Q4 2022 |
134 |
$486M |
+$43.7M |
-$12.6M |
+$31.2M |
DFUV, GLDM, DFUS, VUG, VYMI
|
13F-HR |
2/3/2023, 07:07 PM |
Q3 2022 |
120 |
$420M |
+$34.2M |
-$10.2M |
+$24M |
GLDM, DFUV, VUG, DFUS, VYMI
|
13F-HR |
11/9/2022, 02:53 PM |
Q2 2022 |
121 |
$439M |
+$54.6M |
-$9.67M |
+$44.9M |
GLDM, DFUV, VUG, DFUS, VYMI
|
13F-HR |
8/1/2022, 05:42 PM |
Q1 2022 |
123 |
$455M |
+$72.2M |
-$56.9M |
+$15.3M |
VUG, GLDM, DFUS, CVX, VYMI
|
13F-HR |
5/10/2022, 03:08 PM |
Q4 2021 |
124 |
$457M |
+$11.4M |
-$30.8M |
-$19.3M |
VUG, DFUS, GLDM, VYMI, CVX
|
13F-HR |
2/7/2022, 08:10 PM |
Q3 2021 |
122 |
$446M |
+$22.4M |
-$5.37M |
+$17M |
VUG, GLDM, DFUS, VYMI, VTV
|
13F-HR |
11/8/2021, 08:41 PM |
Q2 2021 |
123 |
$434M |
+$66.8M |
-$23M |
+$43.8M |
VUG, GLDM, DFUS, VYMI, DOW
|
13F-HR |
8/2/2021, 09:14 PM |
Q1 2021 |
119 |
$369M |
+$43.1M |
-$18M |
+$25.1M |
VUG, GLDM, VYMI, DOW, VTV
|
13F-HR |
5/7/2021, 07:10 PM |
Q4 2020 |
139 |
$329M |
+$33.7M |
-$31.5M |
+$2.13M |
VUG, GLDM, VYMI, DOW, IAU
|
13F-HR |
2/5/2021, 05:25 PM |
Q3 2020 |
135 |
$298M |
+$17.2M |
-$9.39M |
+$7.79M |
VUG, GLDM, DOW, IBM, IAU
|
13F-HR |
10/28/2020, 08:46 PM |
Q2 2020 |
134 |
$284M |
+$11.5M |
-$26.3M |
-$14.8M |
VUG, GLDM, IBM, IAU, VZ
|
13F-HR |
8/3/2020, 05:19 PM |
Q1 2020 |
135 |
$261M |
+$14.2M |
-$28.8M |
-$14.6M |
GLDM, VUG, VZ, IBM, IAU
|
13F-HR |
4/28/2020, 04:16 PM |
Q4 2019 |
140 |
$331M |
+$14.7M |
-$13.4M |
+$1.34M |
VUG, GLDM, VZ, IBM, IAU
|
13F-HR |
1/29/2020, 04:48 PM |
Q3 2019 |
135 |
$318M |
+$9.16M |
-$12.1M |
-$2.9M |
VZ, VUG, GLDM, IBM, XOM
|
13F-HR |
11/8/2019, 01:54 PM |
Q2 2019 |
133 |
$315M |
+$32.1M |
-$37.2M |
-$5.18M |
VUG, VZ, GLDM, IBM, XOM
|
13F-HR |
8/6/2019, 12:51 PM |
Q1 2019 |
128 |
$314M |
+$26.7M |
-$20.4M |
+$6.28M |
IAU, VZ, VUG, XOM, IBM
|
13F-HR |
5/3/2019, 05:53 PM |
Q4 2018 |
114 |
$281M |
+$36.1M |
-$27.5M |
+$8.62M |
IAU, VZ, VUG, XOM, IBM
|
13F-HR |
1/17/2019, 07:33 PM |
Q3 2018 |
117 |
$297M |
+$8.67M |
-$12.6M |
-$3.92M |
IAU, VUG, VZ, IBM, XOM
|
13F-HR |
10/19/2018, 08:07 PM |
Q2 2018 |
115 |
$289M |
+$16.2M |
-$15.8M |
+$356K |
IAU, VUG, VZ, XOM, CVX
|
13F-HR |
8/3/2018, 01:09 PM |
Q1 2018 |
118 |
$283M |
+$30.9M |
-$12.5M |
+$18.4M |
IAU, VUG, VZ, CVX, IBM
|
13F-HR |
4/13/2018, 04:45 PM |
Q4 2017 |
115 |
$274M |
+$12.2M |
-$14M |
-$1.8M |
IAU, VZ, CVX, VUG, IBM
|
13F-HR |
2/8/2018, 05:38 PM |
Q3 2017 |
111 |
$261M |
+$9.85M |
-$14.6M |
-$4.77M |
IAU, CVX, VZ, VUG, PFE
|
13F-HR |
10/12/2017, 10:59 AM |
Q2 2017 |
111 |
$252M |
+$11.5M |
-$6.44M |
+$5.1M |
IAU, CVX, VUG, VZ, CAT
|
13F-HR |
8/11/2017, 09:44 AM |
Q1 2017 |
106 |
$246M |
+$9.77M |
-$9.29M |
+$478K |
IAU, CVX, VZ, VUG, CAT
|
13F-HR |
4/6/2017, 07:01 PM |
Q4 2016 |
101 |
$239M |
+$11M |
-$13.6M |
-$2.56M |
IAU, CVX, VZ, CAT, VUG
|
13F-HR |
2/14/2017, 10:08 AM |
Q3 2016 |
102 |
$240M |
+$18.1M |
-$9.05M |
+$9.09M |
IAU, VZ, CVX, CAT, VUG
|
13F-HR |
10/28/2016, 03:59 PM |
Q2 2016 |
95 |
$231M |
+$29.6M |
-$11.2M |
+$18.4M |
IAU, VZ, CVX, VUG, CAT
|
Restatement |
8/15/2016, 12:59 PM |
Q1 2016 |
87 |
$204M |
+$17.5M |
-$12.9M |
+$4.58M |
IAU, VZ, CVX, VUG, CAT
|
13F-HR |
5/12/2016, 01:46 PM |
Q4 2015 |
80 |
$184M |
+$20M |
-$25.2M |
-$5.13M |
IAU, VZ, VUG, CVX, MCD
|
13F-HR |
2/10/2016, 10:53 AM |
Q3 2015 |
79 |
$180M |
+$11.3M |
-$11.6M |
-$246K |
IAU, VZ, VUG, T, CVX
|
13F-HR |
11/12/2015, 03:29 PM |
Q2 2015 |
83 |
$187M |
+$15.7M |
-$8.55M |
+$7.19M |
IAU, VZ, T, VUG, CVX
|
13F-HR |
7/8/2015, 01:04 PM |
Q1 2015 |
76 |
$184M |
+$11.7M |
-$9.15M |
+$2.55M |
IAU, VZ, T, VUG, CVX
|
13F-HR |
4/17/2015, 03:04 PM |
Q4 2014 |
77 |
$184M |
+$8.4M |
-$11.1M |
-$2.66M |
IAU, T, VZ, INTC, VUG
|
13F-HR |
2/4/2015, 06:43 PM |
Q3 2014 |
76 |
$181M |
+$9.32M |
-$9.73M |
-$405K |
IAU, VZ, T, INTC, VUG
|
13F-HR |
10/21/2014, 04:43 PM |
Q2 2014 |
77 |
$184M |
+$21.5M |
-$21.9M |
-$356K |
IAU, INTC, T, VZ, MRK
|
13F-HR |
7/22/2014, 04:53 PM |
Q1 2014 |
73 |
$174M |
+$8.6M |
-$8.88M |
-$281K |
IAU, INTC, T, VZ, MRK
|
13F-HR |
4/23/2014, 07:09 PM |
Q4 2013 |
68 |
$168M |
$0 |
$0 |
|
IAU, VZ, INTC, MRK, T
|
13F-HR |
1/7/2014, 06:03 PM |