Q3 2024 |
280 |
$587M |
+$87.4M |
-$12.1M |
+$75.3M |
IWF, NVDA, MSFT, BIV, AGG
|
13F-HR |
10/31/2024, 04:47 PM |
Q2 2024 |
259 |
$492M |
+$31.3M |
-$28M |
+$3.38M |
IWF, NVDA, MSFT, IVV, SPY
|
13F-HR |
7/17/2024, 03:38 PM |
Q1 2024 |
264 |
$500M |
+$33.4M |
-$32M |
+$1.41M |
IWF, NVDA, MSFT, IVV, SPY
|
13F-HR |
4/9/2024, 04:11 PM |
Q4 2023 |
249 |
$465M |
+$19.6M |
-$20.4M |
-$792K |
IWF, MSFT, VGSH, NVDA, IVV
|
13F-HR |
1/5/2024, 04:49 PM |
Q3 2023 |
241 |
$427M |
+$14.1M |
-$14.4M |
-$350K |
IWF, VGSH, MSFT, VCSH, NVDA
|
13F-HR |
10/16/2023, 05:22 PM |
Q2 2023 |
232 |
$440M |
+$17.6M |
-$18.7M |
-$1.12M |
IWF, MSFT, VGSH, VCSH, NVDA
|
13F-HR |
7/25/2023, 03:58 PM |
Q1 2023 |
233 |
$419M |
+$11.7M |
-$23.4M |
-$11.6M |
IWF, VGSH, VCSH, MSFT, IWD
|
13F-HR |
4/24/2023, 06:51 PM |
Q4 2022 |
237 |
$412M |
+$17.3M |
-$19.9M |
-$2.58M |
IWF, VCSH, VGSH, MSFT, IWD
|
13F-HR |
1/20/2023, 03:44 PM |
Q3 2022 |
231 |
$384M |
+$21.7M |
-$27.7M |
-$6.01M |
IWF, VCSH, NEAR, VGSH, MSFT
|
13F-HR |
10/14/2022, 05:08 PM |
Q2 2022 |
236 |
$421M |
+$29.9M |
-$73.4M |
-$43.5M |
IWF, NEAR, VCSH, MSFT, IWD
|
13F-HR |
7/29/2022, 07:35 PM |
Q1 2022 |
269 |
$534M |
+$32.3M |
-$31M |
+$1.24M |
IWF, NEAR, MSFT, GOVT, NVDA
|
13F-HR |
4/22/2022, 03:48 PM |
Q4 2021 |
267 |
$564M |
+$19.5M |
-$11M |
+$8.42M |
IWF, MSFT, GOVT, NEAR, NVDA
|
13F-HR |
1/25/2022, 11:59 AM |
Q3 2021 |
255 |
$515M |
+$33.7M |
-$25.1M |
+$8.62M |
IWF, MSFT, GOVT, NEAR, CWB
|
13F-HR |
10/28/2021, 04:19 PM |
Q2 2021 |
253 |
$521M |
+$23.3M |
-$14.1M |
+$9.18M |
IWF, GOVT, MSFT, CWB, IJH
|
13F-HR |
7/8/2021, 01:49 PM |
Q1 2021 |
244 |
$482M |
+$37.8M |
-$33.2M |
+$4.6M |
IWF, GOVT, CWB, IJH, MSFT
|
13F-HR |
4/23/2021, 06:13 PM |
Q4 2020 |
231 |
$456M |
+$42.5M |
-$17.2M |
+$25.3M |
IWF, GOVT, USMV, SPY, CWB
|
13F-HR |
1/28/2021, 02:55 PM |
Q3 2020 |
201 |
$393M |
+$22.7M |
-$19.6M |
+$3.11M |
IWF, GOVT, USMV, CWB, SPY
|
13F-HR |
10/27/2020, 02:13 PM |
Q2 2020 |
200 |
$364M |
+$44.8M |
-$33.6M |
+$11.2M |
IWF, GOVT, USMV, SPY, MSFT
|
13F-HR |
7/16/2020, 06:11 PM |
Q1 2020 |
189 |
$305M |
+$29.5M |
-$30.6M |
-$1.03M |
IWF, GOVT, USMV, CWI, IWD
|
13F-HR |
4/23/2020, 03:57 PM |
Q4 2019 |
221 |
$372M |
+$30.5M |
-$16.2M |
+$14.4M |
IWF, GOVT, IWD, CWI, USMV
|
13F-HR |
1/21/2020, 07:30 PM |
Q3 2019 |
208 |
$323M |
+$26.8M |
-$24.1M |
+$2.66M |
IWF, GOVT, IWD, USMV, IJH
|
13F-HR |
10/18/2019, 12:32 PM |
Q2 2019 |
210 |
$331M |
+$14.3M |
-$18.7M |
-$4.34M |
IWF, IWD, CWI, IJH, GOVT
|
13F-HR |
7/5/2019, 03:44 PM |
Q1 2019 |
208 |
$327M |
+$30.5M |
-$25.6M |
+$4.83M |
IWF, IWD, CWI, IJH, SPY
|
13F-HR |
4/5/2019, 02:18 PM |
Q4 2018 |
191 |
$289M |
+$31.5M |
-$31.2M |
+$293K |
IWF, IWD, IJH, SPY, EFA
|
13F-HR |
2/4/2019, 07:32 PM |
Q3 2018 |
202 |
$335M |
+$43.6M |
-$35.7M |
+$7.9M |
IWF, IWD, IJH, EFA, SPY
|
13F-HR |
10/11/2018, 04:13 PM |
Q2 2018 |
198 |
$312M |
+$38.9M |
-$34.7M |
+$4.29M |
IWF, EFA, IJH, IWD, SPY
|
13F-HR |
8/1/2018, 07:48 PM |
Q1 2018 |
182 |
$305M |
+$48.1M |
-$46.3M |
+$1.88M |
IWF, EFA, SPY, IJH, IWD
|
13F-HR |
4/23/2018, 03:51 PM |
Q4 2017 |
177 |
$307M |
+$13.1M |
-$7.55M |
+$5.59M |
IWF, EFA, IWD, SPY, IJH
|
Restatement |
2/13/2018, 02:01 PM |
Q3 2017 |
172 |
$289M |
+$27.8M |
-$28.3M |
-$518K |
IWF, SPY, EFA, IWD, IJH
|
13F-HR |
10/20/2017, 06:07 PM |
Q2 2017 |
173 |
$278M |
+$31.3M |
-$34M |
-$2.63M |
IWF, CWI, SPY, EFA, IWD
|
13F-HR |
7/25/2017, 08:19 PM |
Q1 2017 |
186 |
$274M |
+$64.4M |
-$87.5M |
-$23M |
IWF, SPY, EFA, IWD, CWI
|
13F-HR |
5/4/2017, 07:44 PM |
Q4 2016 |
380 |
$287M |
+$87.3M |
-$48.3M |
+$38.9M |
AGG, IWF, IWD, IJH, EFA
|
13F-HR |
2/14/2017, 06:02 PM |
Q3 2016 |
169 |
$243M |
+$42.1M |
-$42.6M |
-$502K |
IWF, IWD, IJH, SPY, EFA
|
13F-HR |
11/3/2016, 01:54 PM |
Q2 2016 |
174 |
$237M |
+$31.3M |
-$22.5M |
+$8.8M |
IWF, AGG, IWD, EFA, IJH
|
13F-HR |
8/19/2016, 01:02 PM |
Q1 2016 |
170 |
$223M |
+$35M |
-$25.3M |
+$9.71M |
IWF, AGG, HEFA, IWD, IJH
|
13F-HR |
5/4/2016, 05:57 PM |
Q4 2015 |
168 |
$212M |
+$41.8M |
-$19.1M |
+$22.8M |
IWF, IJH, EFA, AGG, HEFA
|
13F-HR |
1/25/2016, 03:28 PM |
Q3 2015 |
153 |
$181M |
+$28.4M |
-$28.7M |
-$267K |
IWF, IJH, EFA, IWD, SPY
|
13F-HR |
10/27/2015, 02:20 PM |
Q2 2015 |
169 |
$198M |
+$4.25K |
-$16.9K |
-$12.7K |
IWF, IJH, EFA, SPY, IWD
|
13F-HR |
7/24/2015, 01:05 PM |
Q1 2015 |
165 |
$201M |
+$18.4M |
-$10.1M |
+$8.26M |
IWF, IJH, EFA, SPY, IWD
|
13F-HR |
5/12/2015, 07:56 PM |
Q4 2014 |
169 |
$190M |
+$27.5M |
-$6.9M |
+$20.6M |
IWF, IJH, EFA, IWD, SPY
|
13F-HR |
2/11/2015, 01:27 PM |
Q3 2014 |
158 |
$165M |
+$10.2M |
-$7.26M |
+$2.94M |
IWF, EFA, IJH, IWD, SPY
|
13F-HR |
10/20/2014, 06:02 PM |
Q2 2014 |
154 |
$166M |
+$10.9M |
-$9.17M |
+$1.68M |
IWF, EFA, IJH, IWD, SPY
|
13F-HR |
7/11/2014, 07:21 PM |
Q1 2014 |
142 |
$159M |
+$7.03M |
-$10.7M |
-$3.64M |
IWF, EFA, IJH, IWD, SPY
|
13F-HR |
5/14/2014, 08:56 PM |
Q4 2013 |
145 |
$160M |
$0 |
$0 |
|
IWF, EFA, IJH, IWD, SPY
|
13F-HR |
2/27/2014, 05:07 PM |