Q3 2024 |
183 |
$704M |
+$69.1M |
-$14.5M |
+$54.6M |
IVV, IJH, FNDX, BRKB, IVW
|
13F-HR |
11/14/2024, 12:59 PM |
Q2 2024 |
147 |
$614M |
+$25.4M |
-$17.1M |
+$8.33M |
IVV, IJH, FNDX, BRKB, IVW
|
13F-HR |
8/14/2024, 10:47 AM |
Q1 2024 |
143 |
$600M |
+$80.8M |
-$38.8M |
+$42M |
IVV, IJH, FNDX, BRKB, IVW
|
13F-HR |
5/15/2024, 09:05 AM |
Q4 2023 |
861 |
$570M |
+$21.3M |
-$34.7M |
-$13.4M |
IVV, IJH, FNDX, BRKB, EMLP
|
13F-HR |
2/8/2024, 04:15 PM |
Q3 2023 |
835 |
$537M |
+$16.8M |
-$35.4M |
-$18.6M |
IVV, IJH, FNDX, BRKB, IJR
|
13F-HR |
11/9/2023, 04:15 PM |
Q2 2023 |
779 |
$571M |
+$33.9M |
-$70.8M |
-$36.9M |
IVV, IJH, FNDX, BRKB, IJR
|
13F-HR |
8/8/2023, 05:12 PM |
Q1 2023 |
788 |
$583M |
+$38M |
-$61.6M |
-$23.6M |
IVV, IJH, FNDX, BRKB, FNDF
|
13F-HR |
5/15/2023, 11:50 AM |
Q4 2022 |
928 |
$586M |
+$28.7M |
-$25.4M |
+$3.29M |
IVV, IJH, FNDX, FNDF, BRKB
|
13F-HR |
2/9/2023, 12:28 PM |
Q3 2022 |
838 |
$535M |
+$24M |
-$5.02M |
+$19M |
IVV, IJH, FNDX, FNDF, SHY
|
13F-HR |
11/1/2022, 05:56 PM |
Q2 2022 |
863 |
$545M |
+$83.6M |
-$21.8M |
+$61.9M |
IVV, IJH, FNDF, FNDX, BRKB
|
13F-HR |
8/10/2022, 03:54 PM |
Q1 2022 |
750 |
$559M |
+$89.9M |
-$56.1M |
+$33.8M |
IJH, IVV, FNDF, FNDX, BRKB
|
13F-HR |
5/11/2022, 04:54 PM |
Q4 2021 |
912 |
$532M |
+$28.6M |
-$10.1M |
+$18.5M |
IJH, IVV, FNDE, FNDX, BRKB
|
13F-HR |
2/8/2022, 01:28 PM |
Q3 2021 |
694 |
$483M |
+$26.5M |
-$8.68M |
+$17.8M |
IJH, IVV, FNDE, FNDX, BRKB
|
13F-HR |
11/10/2021, 05:53 PM |
Q2 2021 |
662 |
$471M |
+$39.6M |
-$14.3M |
+$25.3M |
IJH, IVV, FNDE, BRKB, GLD
|
13F-HR |
8/4/2021, 04:32 PM |
Q1 2021 |
479 |
$422M |
+$31.4M |
-$19.7M |
+$11.6M |
IJH, IVV, FNDE, GLD, BRKB
|
13F-HR |
5/13/2021, 02:56 PM |
Q4 2020 |
469 |
$386M |
+$12.2M |
-$22.8M |
-$10.6M |
IJH, IVV, GLD, FNDE, BRKB
|
13F-HR |
2/12/2021, 01:35 PM |
Q3 2020 |
526 |
$358M |
+$28.8M |
-$40.3M |
-$11.5M |
IJH, IVV, GLD, FNDE, MTUM
|
13F-HR |
11/2/2020, 06:00 PM |
Q2 2020 |
521 |
$360M |
+$62M |
-$54.7M |
+$7.33M |
IJH, IVV, GLD, STIP, FNDE
|
13F-HR |
8/11/2020, 01:04 PM |
Q1 2020 |
479 |
$301M |
+$16.5M |
-$72.5M |
-$56M |
IJH, STIP, IVV, FNDE, AGG
|
13F-HR |
5/6/2020, 06:07 PM |
Q4 2019 |
497 |
$463M |
+$25.5M |
-$28.1M |
-$2.55M |
IJH, STIP, IVV, FNDE, ISTB
|
13F-HR |
2/14/2020, 01:23 PM |
Q3 2019 |
508 |
$445M |
+$24.3M |
-$20M |
+$4.24M |
IJH, STIP, IVV, ISTB, IEV
|
13F-HR |
11/8/2019, 03:26 PM |
Q2 2019 |
517 |
$443M |
+$12.3M |
-$3.09M |
+$9.21M |
IJH, STIP, IVV, ISTB, IEV
|
13F-HR |
7/30/2019, 11:53 AM |
Q1 2019 |
510 |
$427M |
+$30M |
-$14.3M |
+$15.7M |
IJH, STIP, IVV, ISTB, IEV
|
13F-HR |
4/30/2019, 04:27 PM |
Q4 2018 |
433 |
$373M |
+$56.9M |
-$40.6M |
+$16.3M |
IJH, STIP, ISTB, IVV, IEV
|
13F-HR |
2/11/2019, 09:40 AM |
Q3 2018 |
458 |
$407M |
+$12.5M |
-$36.8M |
-$24.3M |
IJH, STIP, IJR, IEUS, ISTB
|
13F-HR |
11/7/2018, 11:34 AM |
Q2 2018 |
777 |
$424M |
+$42.4M |
-$20.5M |
+$21.9M |
IJH, STIP, IJR, IEUS, ISTB
|
13F-HR |
8/14/2018, 04:47 PM |
Q1 2018 |
747 |
$394M |
+$82.8M |
-$29.2M |
+$53.6M |
IJH, STIP, IJR, AGG, IEUS
|
13F-HR |
5/9/2018, 01:12 PM |
Q4 2017 |
465 |
$344M |
+$37.6M |
-$12.9M |
+$24.7M |
IJH, AGG, IJR, STIP, EMB
|
13F-HR |
2/9/2018, 12:17 PM |
Q3 2017 |
475 |
$310M |
+$48M |
-$16.4M |
+$31.6M |
IJH, IJR, EMB, STIP, IEUS
|
13F-HR |
11/6/2017, 05:46 PM |
Q2 2017 |
497 |
$272M |
+$25.9M |
-$6.58M |
+$19.3M |
IJH, IJR, STIP, EMB, ISTB
|
13F-HR |
7/27/2017, 03:50 PM |
Q1 2017 |
401 |
$251M |
+$79.5M |
-$8.73M |
+$70.7M |
IJH, IJR, STIP, EMB, DVY
|
13F-HR |
5/9/2017, 04:46 PM |
Q4 2016 |
415 |
$178M |
$0 |
$0 |
|
IJH, IJR, DVY, EMB, GE
|
13F-HR |
2/14/2017, 02:48 PM |