Q2 2024 |
377 |
$3.81B |
+$243M |
-$164M |
+$79.5M |
IVV, RSP, MSFT, MUB, SPYX
|
13F-HR |
8/8/2024, 12:09 PM |
Q1 2024 |
405 |
$3.71B |
+$425M |
-$225M |
+$201M |
IVV, RSP, MUB, MSFT, SPYX
|
13F-HR |
5/7/2024, 05:10 PM |
Q4 2023 |
379 |
$3.23B |
+$710M |
-$279M |
+$431M |
IVV, RSP, MUB, IEMG, AAPL
|
13F-HR |
2/14/2024, 09:00 AM |
Q3 2023 |
431 |
$2.55B |
+$281M |
-$32.2M |
+$249M |
IVV, RSP, MUB, IEMG, SPYX
|
13F-HR |
10/30/2023, 11:02 AM |
Q2 2023 |
348 |
$2.39B |
+$369M |
-$174M |
+$194M |
IVV, RSP, MUB, IEMG, SPYX
|
13F-HR |
8/1/2023, 02:21 PM |
Q1 2023 |
319 |
$2.07B |
+$500M |
-$286M |
+$214M |
IVV, RSP, IJR, SPYX, MUB
|
13F-HR |
5/15/2023, 04:13 PM |
Q4 2022 |
327 |
$1.65B |
+$332M |
-$224M |
+$108M |
IVV, RSP, IVW, IJR, BILS
|
13F-HR |
2/14/2023, 12:31 PM |
Q3 2022 |
293 |
$1.52B |
+$115M |
-$149M |
-$33.8M |
IVV, RSP, SGOV, SPYX, IJR
|
13F-HR |
11/14/2022, 12:00 PM |
Q2 2022 |
311 |
$1.65B |
+$172M |
-$138M |
+$33.7M |
RSP, IVV, SGOV, SPYX, AAPL
|
13F-HR |
8/11/2022, 04:22 PM |
Q1 2022 |
356 |
$1.88B |
+$290M |
-$45.6M |
+$245M |
RSP, IVV, SPYX, VGIT, SGOV
|
13F-HR |
4/29/2022, 12:46 PM |
Q4 2021 |
340 |
$1.71B |
+$48.6M |
-$40.4M |
+$8.22M |
IVV, RSP, SPYX, VGIT, SGOV
|
13F-HR |
2/7/2022, 10:16 AM |
Q3 2021 |
303 |
$1.57B |
+$63.5M |
-$144M |
-$80.9M |
IVV, RSP, SPYX, VGIT, SGOV
|
13F-HR |
11/4/2021, 03:56 PM |
Q2 2021 |
338 |
$1.65B |
+$187M |
-$248M |
-$61.1M |
IVV, RSP, VGIT, SPYX, AAPL
|
13F-HR |
7/30/2021, 11:01 AM |
Q1 2021 |
299 |
$1.62B |
+$32.8M |
-$121M |
-$88.3M |
IVV, VGIT, SPYX, RSP, IEF
|
13F-HR |
5/7/2021, 02:00 PM |
Q4 2020 |
283 |
$1.65B |
+$34.4M |
-$52.2M |
-$17.9M |
IVV, VGIT, IEF, SPYX, RSP
|
13F-HR |
2/8/2021, 10:30 AM |
Q3 2020 |
280 |
$1.54B |
+$162M |
-$44.9M |
+$117M |
IVV, VGIT, IEF, SPYX, RSP
|
13F-HR |
10/26/2020, 04:05 PM |
Q2 2020 |
241 |
$1.38B |
+$107M |
-$174M |
-$67.5M |
IVV, VGIT, IEF, SPYX, RSP
|
13F-HR |
7/23/2020, 12:21 PM |
Q1 2020 |
232 |
$1.25B |
+$140M |
-$228M |
-$88.1M |
IVV, VGIT, RSP, SPYX, IEF
|
13F-HR |
5/6/2020, 05:52 PM |
Q4 2019 |
227 |
$1.65B |
+$36.8M |
-$116M |
-$78.9M |
IVV, VGIT, EQAL, SPYX, USLB
|
13F-HR |
1/27/2020, 06:06 PM |
Q3 2019 |
229 |
$1.62B |
+$36.6M |
-$104M |
-$67.7M |
IVV, VGIT, USLB, EQAL, SPYX
|
13F-HR |
11/12/2019, 06:47 PM |
Q2 2019 |
228 |
$1.67B |
+$117M |
-$186M |
-$68.7M |
IVV, VGIT, USLB, EQAL, IDLB
|
13F-HR |
8/14/2019, 12:21 PM |
Q1 2019 |
234 |
$1.69B |
+$146M |
-$179M |
-$33.7M |
IVV, USLB, VGIT, IDLB, EQAL
|
13F-HR |
4/29/2019, 10:15 AM |
Q4 2018 |
224 |
$1.55B |
+$548M |
-$432M |
+$116M |
IVV, USLB, IDLB, EQAL, VGIT
|
13F-HR |
2/14/2019, 02:15 PM |
Q3 2018 |
196 |
$1.15B |
+$512M |
-$621M |
-$109M |
IDLB, EEMV, IEMG, FDN, SPYX
|
13F-HR |
11/14/2018, 10:09 AM |
Q2 2018 |
226 |
$1.72B |
+$449M |
-$603M |
-$154M |
IVV, USLB, USEQ, IDLB, IJR
|
13F-HR |
7/30/2018, 04:34 PM |
Q1 2018 |
231 |
$1.87B |
+$80.2M |
-$139M |
-$58.6M |
IVV, USLB, USEQ, IDLB, EEMS
|
13F-HR |
5/4/2018, 11:46 AM |
Q4 2017 |
237 |
$1.95B |
+$130M |
-$131M |
-$1.42M |
IVV, USLB, IDLB, EEMS, USEQ
|
13F-HR |
2/14/2018, 10:15 AM |
Q3 2017 |
246 |
$1.85B |
+$119M |
-$109M |
+$9.44M |
IVV, USLB, IDLB, EEMS, PRF
|
13F-HR |
11/14/2017, 11:18 AM |
Q2 2017 |
245 |
$1.77B |
+$121M |
-$108M |
+$12.4M |
IVV, USLB, IDLB, EEMS, PRF
|
13F-HR |
8/11/2017, 08:33 AM |
Q1 2017 |
249 |
$1.71B |
+$146M |
-$88.5M |
+$57.8M |
IVV, USLB, IDLB, GEM, PRF
|
13F-HR |
5/11/2017, 11:16 AM |
Q4 2016 |
242 |
$1.58B |
+$103M |
-$74.8M |
+$28.3M |
IVV, USLB, IDLB, GEM, PRF
|
13F-HR |
2/13/2017, 10:58 AM |
Q3 2016 |
237 |
$1.53B |
+$79.7M |
-$46M |
+$33.7M |
IVV, IDLB, USLB, GEM, PRF
|
13F-HR |
11/15/2016, 12:33 PM |
Q2 2016 |
229 |
$1.44B |
+$78.7M |
-$104M |
-$25.5M |
IVV, IDLB, USLB, PRF, MDY
|
13F-HR |
8/11/2016, 10:45 AM |
Q1 2016 |
243 |
$1.45B |
+$913M |
-$505M |
+$409M |
IVV, IDLB, USLB, PRF, IEMG
|
13F-HR |
5/4/2016, 11:36 AM |
Q4 2015 |
267 |
$989M |
+$239M |
-$702M |
-$464M |
VEA, IDLV, PKW, EFA, BNDX
|
Restatement |
3/30/2016, 02:13 PM |
Q3 2015 |
253 |
$1.46B |
+$95.7M |
-$221M |
-$125M |
IVV, USMV, VEA, IDLV, PKW
|
13F-HR |
11/12/2015, 08:54 AM |
Q2 2015 |
253 |
$1.73B |
+$93M |
-$107M |
-$14.3M |
IVV, VEA, USMV, IDLV, HYG
|
13F-HR |
8/13/2015, 03:49 PM |
Q1 2015 |
261 |
$1.76B |
+$170M |
-$141M |
+$29.1M |
IVV, VEA, USMV, IDLV, VWO
|
13F-HR |
5/14/2015, 04:31 PM |
Q4 2014 |
275 |
$1.7B |
+$122M |
-$93.8M |
+$28.5M |
IVV, VEA, IDLV, USMV, VWO
|
13F-HR |
2/17/2015, 02:54 PM |
Q3 2014 |
257 |
$1.65B |
+$58.6M |
-$74.6M |
-$15.9M |
IVV, VEA, VWO, IDLV, USMV
|
13F-HR |
11/13/2014, 02:56 PM |
Q2 2014 |
304 |
$1.7B |
+$127M |
-$83.1M |
+$43.5M |
IVV, VEA, VWO, IDLV, PKW
|
Restatement |
8/14/2014, 03:41 PM |
Q1 2014 |
290 |
$1.61B |
+$132M |
-$52.1M |
+$80.1M |
IVV, VEA, VWO, IDLV, EFA
|
13F-HR |
5/15/2014, 04:08 PM |
Q4 2013 |
263 |
$1.53B |
$0 |
$0 |
|
IVV, VEA, VWO, IDLV, EFA
|
Restatement |
2/5/2014, 10:26 AM |