Q3 2024 |
4,216 |
$310B |
+$20B |
-$12.2B |
+$7.76B |
IVV, IUSB, VOO, QUAL, VEA
|
13F-HR |
11/6/2024, 06:20 PM |
Q2 2024 |
4,158 |
$287B |
+$27.5B |
-$7.68B |
+$19.8B |
IVV, VOO, IUSB, QUAL, VEA
|
13F-HR |
8/8/2024, 05:23 PM |
Q1 2024 |
4,170 |
$268B |
+$26.9B |
-$16B |
+$10.9B |
IVV, IUSB, VOO, VEA, QUAL
|
13F-HR |
5/13/2024, 09:07 AM |
Q4 2023 |
4,042 |
$242B |
+$14.4B |
-$12.1B |
+$2.32B |
IVV, VOO, IUSB, VEA, AGG
|
13F-HR |
2/13/2024, 04:19 PM |
Q3 2023 |
4,002 |
$219B |
+$27.5B |
-$25.6B |
+$1.88B |
IVV, VOO, IUSB, BSV, VEA
|
13F-HR |
11/13/2023, 06:23 AM |
Q2 2023 |
3,941 |
$226B |
+$12.6B |
-$6.46B |
+$6.14B |
IVV, VOO, IUSB, BSV, AGG
|
13F-HR |
8/4/2023, 03:02 PM |
Q1 2023 |
3,965 |
$170B |
+$20.8B |
-$14.1B |
+$6.67B |
IVV, IUSB, BSV, AGG, QUAL
|
13F-HR |
5/11/2023, 11:36 AM |
Q4 2022 |
3,945 |
$193B |
+$15.4B |
-$9.52B |
+$5.88B |
IVV, BSV, VOO, IUSB, ESGU
|
13F-HR |
2/7/2023, 09:48 AM |
Q3 2022 |
3,895 |
$175B |
+$15.6B |
-$7.67B |
+$7.91B |
IVV, BSV, ESGU, VOO, GOVT
|
13F-HR |
11/10/2022, 04:31 PM |
Q2 2022 |
3,911 |
$179B |
+$18.5B |
-$11.2B |
+$7.38B |
IVV, ESGU, VOO, AGG, BSV
|
13F-HR |
8/3/2022, 11:51 AM |
Q1 2022 |
3,924 |
$199B |
+$17.8B |
-$9.17B |
+$8.6B |
IVV, ESGU, VOO, AGG, VEA
|
13F-HR |
5/4/2022, 12:14 PM |
Q4 2021 |
3,864 |
$202B |
+$14.8B |
-$4.73B |
+$10.1B |
IVV, ESGU, VOO, AGG, VEA
|
13F-HR |
2/4/2022, 03:40 PM |
Q3 2021 |
3,668 |
$182B |
+$13.9B |
-$5.77B |
+$8.13B |
IVV, ESGU, VOO, VEA, AGG
|
13F-HR |
10/7/2021, 10:15 AM |
Q2 2021 |
3,632 |
$176B |
+$19.3B |
-$5.17B |
+$14.2B |
IVV, VOO, ESGU, VEA, GOVT
|
13F-HR |
8/4/2021, 05:03 PM |
Q1 2021 |
3,492 |
$154B |
+$24.6B |
-$8.23B |
+$16.4B |
IVV, VOO, ESGU, VEA, GOVT
|
13F-HR |
5/4/2021, 03:39 PM |
Q4 2020 |
3,266 |
$132B |
+$13.1B |
-$3.8B |
+$9.27B |
IVV, VOO, ESGU, VEA, AGG
|
13F-HR |
2/2/2021, 09:54 AM |
Q3 2020 |
3,094 |
$113B |
+$9.41B |
-$3.94B |
+$5.47B |
IVV, VOO, VEA, GOVT, AGG
|
13F-HR |
10/9/2020, 03:48 PM |
Q2 2020 |
3,061 |
$102B |
+$15.1B |
-$9.53B |
+$5.54B |
IVV, VOO, VEA, GOVT, AGG
|
13F-HR |
7/8/2020, 01:36 PM |
Q1 2020 |
2,958 |
$84.4B |
+$10.5B |
-$4.97B |
+$5.57B |
IVV, GOVT, VEA, IEFA, VOO
|
13F-HR |
4/23/2020, 12:51 PM |
Q4 2019 |
3,070 |
$94.8B |
+$9.59B |
-$11.3B |
-$1.69B |
IVV, VEA, VOO, GOVT, IEFA
|
13F-HR |
2/11/2020, 10:33 AM |
Q3 2019 |
3,072 |
$91.5B |
+$15.1B |
-$3.52B |
+$11.6B |
IVV, VEA, VOO, IEFA, GOVT
|
13F-HR |
10/17/2019, 05:16 PM |
Q2 2019 |
3,023 |
$79.4B |
+$7.15B |
-$2.67B |
+$4.48B |
IVV, VEA, VOO, IEFA, VTV
|
13F-HR |
8/1/2019, 05:52 PM |
Q1 2019 |
2,951 |
$72.9B |
+$7.43B |
-$5.61B |
+$1.82B |
IVV, VEA, VOO, IEFA, VTV
|
13F-HR |
5/10/2019, 10:46 AM |
Q4 2018 |
2,871 |
$64.6B |
+$26.3B |
-$13.4B |
+$12.9B |
IVV, VEA, VOO, VTV, BSV
|
13F-HR |
2/12/2019, 05:44 PM |
Q3 2018 |
1,235 |
$57.8B |
+$18.4B |
-$5.29B |
+$13.1B |
IVV, VUG, VEA, IWD, BND
|
13F-HR |
11/14/2018, 05:15 PM |
Q2 2018 |
2,853 |
$43.8B |
+$8.97B |
-$825M |
+$8.15B |
IVV, VEA, BND, VOO, BSV
|
13F-HR |
8/10/2018, 03:05 PM |
Q1 2018 |
2,837 |
$35.4B |
+$1.98B |
-$10.8B |
-$8.86B |
IVV, VEA, BND, VOO, BSV
|
13F-HR |
5/9/2018, 09:43 AM |
Q4 2017 |
2,954 |
$44.9B |
+$3.42B |
-$1.74B |
+$1.67B |
IVV, VEA, BND, VOO, AGG
|
13F-HR |
2/20/2018, 04:09 PM |
Q3 2017 |
2,898 |
$41.8B |
+$5.91B |
-$1.41B |
+$4.5B |
IVV, VEA, BND, BSV, VOO
|
13F-HR |
11/13/2017, 04:44 PM |
Q2 2017 |
3,043 |
$36.2B |
+$5.42B |
-$1.19B |
+$4.23B |
VEA, IVV, IVW, BSV, VOO
|
13F-HR |
8/14/2017, 01:05 PM |
Q1 2017 |
3,102 |
$31.2B |
+$4.06B |
-$1.37B |
+$2.69B |
VEA, IVV, IVW, IVE, AGG
|
13F-HR |
5/9/2017, 03:50 PM |
Q4 2016 |
3,089 |
$27.6B |
+$4.01B |
-$2.33B |
+$1.68B |
VEA, IVV, AGG, IVW, IVE
|
13F-HR |
2/14/2017, 10:15 AM |
Q3 2016 |
2,896 |
$25.8B |
+$3.85B |
-$3.66B |
+$188M |
VEA, IVV, AGG, BSV, IEFA
|
13F-HR |
11/14/2016, 03:34 PM |
Q2 2016 |
3,063 |
$25.1B |
+$2.8B |
-$1.34B |
+$1.46B |
VEA, AGG, NEAR, VUG, VTV
|
13F-HR |
8/15/2016, 03:03 PM |
Q1 2016 |
3,075 |
$23.2B |
+$2.87B |
-$1.89B |
+$984M |
VEA, NEAR, AGG, VUG, IVV
|
13F-HR |
5/16/2016, 10:42 AM |
Q4 2015 |
2,971 |
$22B |
+$3.07B |
-$1.65B |
+$1.42B |
VEA, NEAR, AGG, VUG, BSV
|
13F-HR |
2/16/2016, 08:42 AM |
Q3 2015 |
3,037 |
$20.1B |
+$2.78B |
-$2.2B |
+$574M |
VEA, NEAR, AGG, IGSB, VUG
|
13F-HR |
11/13/2015, 03:14 PM |
Q2 2015 |
2,200 |
$21B |
+$3.33B |
-$1.4B |
+$1.93B |
EFA, VEA, VUG, AGG, VTV
|
13F-HR |
8/13/2015, 05:26 PM |
Q1 2015 |
2,020 |
$19.3B |
+$9.93B |
-$616M |
+$9.32B |
IVV, VEA, AGG, VUG, EFA
|
13F-HR |
5/15/2015, 01:03 PM |
Q4 2014 |
2,476 |
$9.83B |
+$1.54B |
-$1.76B |
-$218M |
VEA, VTV, IVV, VUG, BSV
|
13F-HR |
2/12/2015, 10:36 AM |
Q3 2014 |
2,734 |
$9.94B |
+$1.49B |
-$953M |
+$539M |
EFA, IVV, VEA, BSV, BND
|
13F-HR |
11/13/2014, 02:16 PM |
Q2 2014 |
2,701 |
$9.61B |
+$1.56B |
-$1.26B |
+$305M |
EFA, IVV, VEA, BND, BSV
|
13F-HR |
8/14/2014, 10:55 AM |
Q1 2014 |
2,532 |
$9.02B |
+$1.34B |
-$1.12B |
+$215M |
EFA, IVV, BND, BSV, VEA
|
13F-HR |
5/12/2014, 11:44 AM |
Q4 2013 |
2,438 |
$8.72B |
$0 |
$0 |
|
EFA, BSV, IVV, FLOT, VEA
|
13F-HR |
2/12/2014, 03:45 PM |