Q3 2024 |
420 |
$630M |
+$12.6M |
-$11.4M |
+$1.16M |
SCHB, VGIT, VEA, VCIT, VWO
|
13F-HR |
10/17/2024, 09:24 AM |
Q2 2024 |
451 |
$597M |
+$25.6M |
-$18.7M |
+$6.86M |
SCHB, VGIT, VEA, VCIT, VWO
|
13F-HR |
8/8/2024, 03:26 PM |
Q1 2024 |
468 |
$576M |
+$33.2M |
-$16.3M |
+$16.8M |
SCHB, VGIT, VEA, VCIT, ESGV
|
13F-HR |
4/22/2024, 10:54 AM |
Q4 2023 |
465 |
$530M |
+$16.1M |
-$16.6M |
-$495K |
SCHB, VGIT, VEA, VCIT, VWO
|
13F-HR |
1/25/2024, 11:05 AM |
Q3 2023 |
419 |
$485M |
+$74.3M |
-$52.7M |
+$21.5M |
SCHB, VGIT, VEA, VCIT, VWO
|
13F-HR |
10/24/2023, 11:23 AM |
Q2 2023 |
442 |
$481M |
+$20.2M |
-$6.14M |
+$14M |
SCHB, BND, VEA, BNDX, VWO
|
13F-HR |
7/18/2023, 12:34 PM |
Q1 2023 |
455 |
$450M |
+$8.68M |
-$39M |
-$30.3M |
SCHB, BND, VEA, BNDX, VWO
|
13F-HR |
4/18/2023, 01:28 PM |
Q4 2022 |
517 |
$465M |
+$51.9M |
-$7.63M |
+$44.3M |
SCHB, BND, VEA, BNDX, VWO
|
13F-HR |
1/18/2023, 02:26 PM |
Q3 2022 |
512 |
$382M |
+$18.9M |
-$7.99M |
+$10.9M |
SCHB, BND, VEA, BNDX, VWO
|
13F-HR |
10/20/2022, 02:17 PM |
Q2 2022 |
525 |
$409M |
+$17.7M |
-$11.3M |
+$6.43M |
SCHB, BND, VEA, BNDX, VWO
|
13F-HR |
7/19/2022, 08:20 AM |
Q1 2022 |
507 |
$465M |
+$63.6M |
-$4.83M |
+$58.8M |
SCHB, BND, VEA, BNDX, VWO
|
13F-HR |
4/22/2022, 08:33 AM |
Q4 2021 |
493 |
$467M |
+$15.6M |
-$5.71M |
+$9.92M |
SCHB, BND, VEA, BNDX, VWO
|
13F-HR |
1/20/2022, 08:54 AM |
Q3 2021 |
485 |
$433M |
+$38.8M |
-$10.5M |
+$28.3M |
SCHB, BND, VEA, BNDX, VWO
|
13F-HR |
10/21/2021, 02:27 PM |
Q2 2021 |
409 |
$132M |
$0 |
$0 |
|
BND, BNDX, VZ, PFE, AAPL
|
13F-HR |
7/22/2021, 09:37 AM |
Q1 2021 |
523 |
$432M |
+$13.3M |
-$8.45M |
+$4.9M |
SCHB, BND, VEA, BNDX, VWO
|
13F-HR |
5/3/2021, 12:52 PM |
Q4 2020 |
429 |
$402M |
+$30.3M |
-$4.76M |
+$25.5M |
SCHB, BND, VEA, BNDX, VWO
|
13F-HR |
2/1/2021, 03:17 PM |
Q3 2020 |
409 |
$335M |
+$13.9M |
-$9.84M |
+$4.08M |
SCHB, BND, VEA, BNDX, VWO
|
13F-HR |
10/19/2020, 02:39 PM |
Q2 2020 |
427 |
$316M |
+$16.7M |
-$38.1M |
-$21.4M |
SCHB, BND, VEA, BNDX, VWO
|
13F-HR |
7/17/2020, 07:50 AM |
Q1 2020 |
445 |
$294M |
+$29.4M |
-$8.55M |
+$20.8M |
SCHB, BND, VEA, BNDX, MSFT
|
13F-HR |
4/24/2020, 09:13 AM |
Q4 2019 |
444 |
$349M |
+$14.2M |
-$8.46M |
+$5.76M |
SCHB, BND, VEA, BNDX, VWO
|
13F-HR |
1/16/2020, 11:45 AM |
Q3 2019 |
447 |
$322M |
+$13.9M |
-$10.3M |
+$3.51M |
SCHB, BND, VEA, BNDX, VWO
|
13F-HR |
10/18/2019, 09:01 AM |
Q2 2019 |
466 |
$315M |
+$17.3M |
-$11.1M |
+$6.18M |
SCHB, BND, VEA, BNDX, SCHF
|
13F-HR |
7/18/2019, 07:50 AM |
Q1 2019 |
445 |
$304M |
+$6.98M |
-$9.96M |
-$2.98M |
SCHB, BND, VEA, SCHF, BNDX
|
13F-HR |
4/23/2019, 09:29 AM |
Q4 2018 |
443 |
$276M |
+$23.9M |
-$25.5M |
-$1.59M |
SCHB, BND, SCHF, VEA, BNDX
|
13F-HR |
1/31/2019, 09:41 AM |
Q3 2018 |
452 |
$319M |
+$16M |
-$8.92M |
+$7.07M |
SCHB, BND, SCHF, DGS, MSFT
|
13F-HR |
10/24/2018, 08:04 AM |
Q2 2018 |
486 |
$304M |
+$8.91M |
-$31.1M |
-$22.2M |
SCHB, BND, SCHF, DGS, SCHW
|
13F-HR |
8/8/2018, 01:58 PM |
Q1 2018 |
505 |
$322M |
+$34.4M |
-$7.6M |
+$26.8M |
SCHB, SCHF, BND, DGS, SCHW
|
13F-HR |
5/10/2018, 03:40 PM |
Q4 2017 |
494 |
$300M |
+$14.8M |
-$11.4M |
+$3.32M |
SCHB, SCHF, BND, DGS, SCHW
|
13F-HR |
1/25/2018, 02:51 PM |
Q3 2017 |
489 |
$286M |
+$18.7M |
-$12.2M |
+$6.54M |
SCHB, BND, SCHF, DGS, SCHW
|
13F-HR |
10/26/2017, 10:42 AM |
Q2 2017 |
487 |
$271M |
+$21.3M |
-$8.56M |
+$12.7M |
SCHB, BND, SCHF, DGS, GLW
|
13F-HR |
7/26/2017, 03:23 PM |
Q1 2017 |
471 |
$250M |
+$14.2M |
-$4.7M |
+$9.52M |
SCHB, BND, SCHF, DGS, GE
|
13F-HR |
5/15/2017, 01:46 PM |
Q4 2016 |
458 |
$232M |
+$14.7M |
-$5.15M |
+$9.53M |
SCHB, BND, SCHF, GE, SCHW
|
13F-HR |
2/15/2017, 08:59 AM |
Q3 2016 |
443 |
$215M |
+$5.8M |
-$20.1M |
-$14.3M |
SCHB, BND, SCHF, GE, VZ
|
13F-HR |
11/14/2016, 12:16 PM |
Q2 2016 |
441 |
$221M |
+$5.88M |
-$8.84M |
-$2.97M |
SCHB, BND, SCHF, GE, VZ
|
13F-HR |
7/29/2016, 02:49 PM |
Q1 2016 |
456 |
$221M |
+$11.8M |
-$14.8M |
-$3.02M |
SCHB, BND, SCHF, GE, VZ
|
13F-HR |
5/12/2016, 10:23 AM |
Q4 2015 |
468 |
$220M |
+$8.53M |
-$6.29M |
+$2.24M |
SCHB, BND, SCHF, GE, VZ
|
13F-HR |
2/11/2016, 04:08 PM |
Q3 2015 |
452 |
$208M |
+$19.1M |
-$21.3M |
-$2.16M |
SCHB, BND, SCHF, GE, VZ
|
13F-HR |
11/12/2015, 01:27 PM |
Q2 2015 |
447 |
$234M |
+$15.6M |
-$13M |
+$2.61M |
SCHB, BND, SCHF, GE, VZ
|
13F-HR |
7/31/2015, 11:39 AM |
Q1 2015 |
460 |
$234M |
+$12.3M |
-$6.79M |
+$5.49M |
SCHB, BND, SCHF, GMCR, VZ
|
13F-HR |
5/11/2015, 11:52 AM |
Q4 2014 |
456 |
$230M |
+$13.1M |
-$4.41M |
+$8.65M |
SCHB, BND, GMCR, SCHF, GE
|
13F-HR |
2/6/2015, 04:16 PM |
Q3 2014 |
433 |
$218M |
+$12M |
-$3.3M |
+$8.72M |
SCHB, BND, GMCR, VZ, GE
|
13F-HR |
11/10/2014, 02:59 PM |
Q2 2014 |
421 |
$215M |
+$9.5M |
-$13.1M |
-$3.6M |
BND, GMCR, VZ, GE, VTI
|
13F-HR |
8/12/2014, 08:51 AM |
Q1 2014 |
423 |
$210M |
+$8.18M |
-$8.41M |
-$225K |
VTI, BND, VZ, GMCR, GE
|
13F-HR |
4/30/2014, 11:02 AM |
Q4 2013 |
428 |
$206M |
$0 |
$0 |
|
VTI, GE, BND, VZ, PBCT
|
13F-HR |
1/30/2014, 09:10 AM |