Q3 2024 |
41 |
$1.26B |
+$36.2M |
-$15.7M |
+$20.4M |
SPY, IJH, BND, IEFA, IEMG
|
13F-HR |
11/4/2024, 04:13 PM |
Q2 2024 |
34 |
$1.17B |
+$18.8M |
-$135M |
-$116M |
SPY, BND, IJH, IEFA, BNDX
|
13F-HR |
7/22/2024, 11:32 AM |
Q1 2024 |
42 |
$1.28B |
+$221M |
-$107M |
+$114M |
SPY, BND, IJH, IEFA, BNDX
|
13F-HR |
4/18/2024, 08:22 AM |
Q4 2023 |
41 |
$1.21B |
+$14.4M |
-$28.5M |
-$14.1M |
SPY, IEFA, BND, IJH, IEMG
|
13F-HR |
1/16/2024, 04:41 PM |
Q3 2023 |
50 |
$1.13B |
+$45M |
-$58.4M |
-$13.4M |
SPY, IEFA, BND, IJH, IEMG
|
13F-HR |
10/31/2023, 03:45 PM |
Q2 2023 |
51 |
$1.19B |
+$101M |
-$33.5M |
+$67.4M |
SPY, BND, IJH, IEFA, IEMG
|
13F-HR |
7/28/2023, 02:55 PM |
Q1 2023 |
33 |
$1.09B |
+$163M |
-$80.6M |
+$82.3M |
SPY, IEFA, BND, IJH, IEMG
|
13F-HR |
5/9/2023, 03:56 PM |
Q4 2022 |
34 |
$973M |
+$8.8M |
-$56.8M |
-$48M |
SPY, IJH, BND, IEFA, CCOR
|
13F-HR |
2/1/2023, 03:54 PM |
Q3 2022 |
38 |
$954M |
+$101M |
-$75.7M |
+$25.8M |
SPY, BND, IJH, IEFA, CCOR
|
13F-HR |
10/21/2022, 07:16 PM |
Q2 2022 |
39 |
$994M |
+$85.5M |
-$96.5M |
-$11M |
SPY, BND, IJH, IEFA, IEMG
|
13F-HR |
7/14/2022, 05:59 PM |
Q1 2022 |
38 |
$1.15B |
+$71.6M |
-$66.8M |
+$4.76M |
SPY, IEFA, IJH, BND, NFRA
|
13F-HR |
4/8/2022, 03:26 PM |
Q4 2021 |
31 |
$1.19B |
+$39.7M |
-$10.9M |
+$28.8M |
SPY, IEFA, IJH, BND, IVV
|
13F-HR |
1/18/2022, 07:21 PM |
Q3 2021 |
35 |
$1.12B |
+$36.9M |
-$28.6M |
+$8.32M |
SPY, IEFA, IJH, BND, IEMG
|
13F-HR |
10/20/2021, 08:35 PM |
Q2 2021 |
35 |
$1.12B |
+$30.1M |
-$63.9M |
-$33.8M |
SPY, IEFA, IJH, BND, IEMG
|
Restatement |
10/25/2021, 07:46 PM |
Q1 2021 |
36 |
$1.1B |
+$133M |
-$89.9M |
+$42.7M |
SPY, IEFA, IJH, BND, IEMG
|
13F-HR |
4/12/2021, 06:29 PM |
Q4 2020 |
35 |
$1.01B |
+$2.94M |
-$18.9M |
-$15.9M |
SPY, BND, IJH, EFA, IEFA
|
13F-HR |
1/11/2021, 03:40 PM |
Q3 2020 |
35 |
$915M |
+$41.3M |
-$19.9M |
+$21.4M |
SPY, BND, IJH, EFA, IEFA
|
13F-HR |
10/6/2020, 12:41 PM |
Q2 2020 |
36 |
$852M |
+$22.2M |
-$224M |
-$202M |
SPY, BND, IJH, EFA, IEFA
|
13F-HR |
8/14/2020, 03:20 PM |
Q1 2020 |
32 |
$928M |
+$200M |
-$40.4M |
+$160M |
SPY, BND, IJH, IVV, EFA
|
13F-HR |
5/15/2020, 01:32 PM |
Q4 2019 |
33 |
$943M |
+$133M |
-$56.3M |
+$76.9M |
SPY, BND, IJH, EFA, IEMG
|
Restatement |
2/11/2020, 03:58 PM |
Q3 2019 |
30 |
$829M |
+$183M |
-$116M |
+$66.3M |
SPY, BND, IJH, IEFA, EFA
|
13F-HR |
11/15/2019, 05:39 PM |
Q2 2019 |
67 |
$760M |
+$180M |
-$47.9M |
+$132M |
SPY, BND, IJH, IEFA, EFA
|
Restatement |
8/16/2019, 12:51 PM |
Q1 2019 |
34 |
$617M |
+$66.9M |
-$14.6M |
+$52.3M |
SPY, BND, IJH, IEFA, BBRE
|
13F-HR |
5/15/2019, 06:17 PM |
Q4 2018 |
25 |
$516M |
+$37.6M |
-$54.6M |
-$16.9M |
SPY, BND, IJH, IEFA, IEMG
|
13F-HR |
2/14/2019, 03:44 PM |
Q3 2018 |
24 |
$597M |
+$85.2M |
-$167M |
-$82.3M |
SPY, IEFA, BND, IJH, BBRE
|
13F-HR |
11/14/2018, 06:34 PM |
Q2 2018 |
36 |
$668M |
+$122M |
-$16.9M |
+$105M |
IEFA, SPY, IJH, BND, IEMG
|
13F-HR |
8/15/2018, 01:41 PM |
Q1 2018 |
25 |
$559M |
+$44.8M |
-$29.5M |
+$15.4M |
IEFA, SPY, IJH, BND, IEMG
|
13F-HR |
5/16/2018, 02:22 PM |
Q4 2017 |
25 |
$552M |
+$12.8M |
-$8.53M |
+$4.27M |
IEFA, SPY, IJH, BND, VNQ
|
13F-HR |
2/15/2018, 05:11 PM |
Q3 2017 |
25 |
$529M |
+$28.3M |
-$6.85M |
+$21.4M |
IEFA, SPY, IJH, BND, VNQ
|
13F-HR |
11/16/2017, 02:37 PM |
Q2 2017 |
27 |
$490M |
+$18.2M |
-$9.62M |
+$8.61M |
IEFA, SPY, IJH, BND, VNQ
|
13F-HR |
8/15/2017, 04:00 PM |
Q1 2017 |
21 |
$471M |
+$58M |
-$11.7M |
+$46.3M |
IEFA, SPY, IJH, BND, VNQ
|
13F-HR |
5/15/2017, 05:06 PM |
Q4 2016 |
26 |
$419M |
+$28.7M |
-$4.83M |
+$23.8M |
SPY, IEFA, IJH, BND, VNQ
|
13F-HR |
2/15/2017, 06:41 PM |
Q3 2016 |
23 |
$394M |
+$13.5M |
-$18.5M |
-$5.01M |
SPY, IEFA, IJH, VNQ, BND
|
13F-HR |
11/16/2016, 03:52 PM |
Q2 2016 |
23 |
$387M |
+$5.03M |
-$5.26M |
-$233K |
IEFA, SPY, VNQ, IJH, BND
|
13F-HR |
8/12/2016, 04:41 PM |
Q1 2016 |
21 |
$380M |
+$43.4M |
-$41.5M |
+$1.87M |
IEFA, SPY, IJH, VNQ, BND
|
13F-HR |
5/16/2016, 04:38 PM |
Q4 2015 |
23 |
$372M |
+$91.6M |
-$15.8M |
+$75.8M |
SPY, IEFA, IJH, VNQ, BND
|
13F-HR |
2/12/2016, 04:46 PM |
Q3 2015 |
19 |
$84.4M |
$0 |
$0 |
|
IJH, BCM, UCI, BNDX
|
13F-HR |
11/12/2015, 05:47 PM |
Q2 2015 |
22 |
$354M |
+$10.7M |
-$10.9M |
-$228K |
SPY, VEA, IJH, VNQ, BND
|
13F-HR |
8/14/2015, 06:30 PM |
Q1 2015 |
25 |
$361M |
+$19.5M |
-$8.67M |
+$10.8M |
SPY, VEA, IJH, VNQ, BND
|
13F-HR |
5/15/2015, 04:53 PM |
Q4 2014 |
26 |
$341M |
+$7.12M |
-$97.5M |
-$90.4M |
SPY, VEA, IJH, VNQ, BND
|
13F-HR |
2/13/2015, 03:41 PM |
Q3 2014 |
32 |
$423M |
+$13.3M |
-$9.05M |
+$4.21M |
SPY, VEA, IJH, BND, VWO
|
13F-HR |
11/14/2014, 06:05 PM |
Q2 2014 |
26 |
$432M |
+$19.9M |
-$15.1M |
+$4.78M |
SPY, VEA, IJH, BND, VNQ
|
13F-HR |
8/12/2014, 01:49 PM |
Q1 2014 |
25 |
$412M |
+$9.89M |
-$3.82M |
+$6.07M |
SPY, VEA, IJH, VNQ, VWO
|
13F-HR |
5/13/2014, 02:43 PM |
Q4 2013 |
26 |
$400M |
$0 |
$0 |
|
SPY, VEA, IJH, VWO, VNQ
|
13F-HR |
2/14/2014, 02:01 PM |