| Q2 2024 |
2,148 |
$5.69B |
+$519M |
-$259M |
+$261M |
AAPL, MSFT, XMHQ, HYBB, IUSG
|
13F-HR |
8/12/2024, 05:08 PM |
| Q1 2024 |
2,127 |
$5.51B |
+$548M |
-$334M |
+$214M |
AAPL, XMHQ, MSFT, HYBB, CALF
|
13F-HR |
4/29/2024, 03:42 PM |
| Q4 2023 |
2,086 |
$4.98B |
+$2.38B |
-$254M |
+$2.12B |
AAPL, MSFT, XMHQ, SCHF, CALF
|
13F-HR |
2/6/2024, 12:29 PM |
| Q3 2023 |
1,737 |
$2.6B |
+$238M |
-$164M |
+$73.9M |
SPDW, MDYV, SCHF, MDYG, XONE
|
13F-HR |
11/13/2023, 10:52 AM |
| Q2 2023 |
1,748 |
$2.63B |
+$294M |
-$148M |
+$146M |
SPDW, MDYV, SCHF, MDYG, AAPL
|
13F-HR |
8/15/2023, 10:07 AM |
| Q1 2023 |
1,767 |
$2.39B |
+$448M |
-$346M |
+$102M |
SPDW, MDYV, SCHF, AAPL, HYBB
|
13F-HR |
4/27/2023, 11:11 AM |
| Q4 2022 |
1,829 |
$2.23B |
+$451M |
-$363M |
+$88.1M |
HYBB, SHY, MDYV, SCHF, AAPL
|
13F-HR |
2/7/2023, 02:01 PM |
| Q3 2022 |
1,804 |
$1.99B |
+$221M |
-$162M |
+$59.5M |
AAPL, HYBB, IBTK, SLYV, SCHF
|
13F-HR |
10/28/2022, 04:03 PM |
| Q2 2022 |
1,795 |
$2.07B |
+$326M |
-$181M |
+$145M |
SPDW, AAPL, SLYV, SCHF, PDBC
|
13F-HR |
8/12/2022, 10:47 AM |
| Q1 2022 |
1,747 |
$2.24B |
+$306M |
-$197M |
+$109M |
SPDW, AAPL, SLYV, IUSG, IUSV
|
13F-HR |
5/4/2022, 11:38 AM |
| Q4 2021 |
1,693 |
$2.25B |
+$235M |
-$101M |
+$135M |
SPDW, SPYV, AAPL, SLYV, IUSG
|
13F-HR |
2/7/2022, 12:16 PM |
| Q3 2021 |
1,691 |
$1.99B |
+$176M |
-$121M |
+$55M |
SPDW, SPYV, SLYV, IUSG, AAPL
|
13F-HR |
11/2/2021, 03:05 PM |
| Q2 2021 |
1,670 |
$1.96B |
+$235M |
-$227M |
+$7.58M |
SPDW, SPYV, SLYV, AAPL, IUSG
|
13F-HR |
8/11/2021, 10:56 AM |
| Q1 2021 |
1,665 |
$1.86B |
+$263M |
-$179M |
+$83.7M |
SPDW, SPYV, SLYV, VCIT, IUSV
|
13F-HR |
5/14/2021, 01:31 PM |
| Q4 2020 |
1,585 |
$1.68B |
+$185M |
-$158M |
+$26.5M |
SPYV, SPYG, IAU, AAPL, VCIT
|
13F-HR |
2/12/2021, 07:22 PM |
| Q3 2020 |
1,655 |
$1.49B |
+$169M |
-$115M |
+$54.2M |
SPYG, AAPL, SPYV, VCIT, IAU
|
13F-HR |
11/13/2020, 09:50 AM |
| Q2 2020 |
1,654 |
$1.38B |
+$273M |
-$265M |
+$7.65M |
SPYG, MDYG, AAPL, VCIT, IAU
|
13F-HR |
8/14/2020, 10:08 AM |
| Q1 2020 |
1,695 |
$1.17B |
+$136M |
-$137M |
-$1.31M |
VCIT, TLT, IAU, IVE, IVW
|
13F-HR |
5/7/2020, 12:04 PM |
| Q4 2019 |
1,849 |
$1.42B |
+$190M |
-$127M |
+$63.3M |
IVE, VCIT, IVW, TLT, IJJ
|
13F-HR |
2/6/2020, 03:52 PM |
| Q3 2019 |
1,817 |
$1.28B |
+$152M |
-$75.1M |
+$76.7M |
IJJ, IJK, IVW, IVE, VCIT
|
13F-HR |
11/5/2019, 11:42 AM |
| Q2 2019 |
1,891 |
$1.19B |
+$147M |
-$89.3M |
+$58.1M |
IVW, IVE, IJK, IJJ, VCIT
|
13F-HR |
8/8/2019, 04:42 PM |
| Q1 2019 |
1,687 |
$1.1B |
+$145M |
-$114M |
+$30.2M |
IVW, IVE, IJK, IJJ, VCIT
|
13F-HR |
5/15/2019, 04:19 PM |
| Q4 2018 |
1,669 |
$964M |
+$164M |
-$135M |
+$28.8M |
IVW, IJT, IVE, VCIT, VTI
|
13F-HR |
1/31/2019, 05:22 PM |
| Q3 2018 |
1,574 |
$1.06B |
+$66.8M |
-$61.3M |
+$5.46M |
IVW, IVE, VCIT, IJT, VWO
|
13F-HR |
10/29/2018, 01:00 PM |
| Q2 2018 |
1,574 |
$1.02B |
+$117M |
-$96.5M |
+$20.3M |
IVW, IVE, VCIT, VWO, IJT
|
13F-HR |
7/19/2018, 01:59 PM |
| Q1 2018 |
1,584 |
$983M |
+$182M |
-$142M |
+$39.9M |
IVW, VWO, IVE, VCIT, IJK
|
13F-HR |
4/17/2018, 03:15 PM |
| Q4 2017 |
1,533 |
$957M |
+$138M |
-$46.4M |
+$91.8M |
VWO, VTI, VCIT, IYW, IJJ
|
13F-HR |
1/17/2018, 02:11 PM |
| Q3 2017 |
1,488 |
$830M |
+$132M |
-$90M |
+$41.9M |
VWO, VTI, IJJ, IJK, IYW
|
13F-HR |
10/24/2017, 12:04 PM |
| Q2 2017 |
1,427 |
$766M |
+$117M |
-$41.9M |
+$75M |
IYW, IJJ, IJK, VTI, BND
|
13F-HR |
7/26/2017, 04:10 PM |
| Q1 2017 |
1,317 |
$679M |
+$124M |
-$80.3M |
+$43.9M |
IWS, IJJ, IYF, IYW, VTI
|
13F-HR |
5/4/2017, 10:54 AM |
| Q4 2016 |
1,225 |
$610M |
+$101M |
-$60.9M |
+$40.4M |
IJJ, IYW, IJK, VTI, VWO
|
13F-HR |
1/18/2017, 12:14 PM |
| Q3 2016 |
1,109 |
$565M |
+$79.2M |
-$37.4M |
+$41.8M |
TLT, IJJ, VCLT, IYW, VTI
|
13F-HR |
10/24/2016, 05:00 PM |
| Q2 2016 |
1,074 |
$513M |
+$59.4M |
-$43.2M |
+$16.2M |
IJK, IJJ, TLT, VCLT, REZ
|
13F-HR |
7/8/2016, 06:17 PM |
| Q1 2016 |
1,078 |
$483M |
+$46.2M |
-$37.2M |
+$9.02M |
IJJ, IJK, VCLT, TLT, IYW
|
13F-HR |
4/13/2016, 11:43 AM |
| Q4 2015 |
1,127 |
$463M |
+$43.7M |
-$51.2M |
-$7.57M |
IJK, IJJ, VCLT, TLT, IYW
|
13F-HR |
1/12/2016, 02:52 PM |
| Q3 2015 |
1,126 |
$456M |
+$39.3M |
-$47.1M |
-$7.82M |
IJK, IWP, IJJ, VCLT, IYW
|
13F-HR |
10/16/2015, 02:55 PM |
| Q2 2015 |
1,159 |
$502M |
+$61.5M |
-$25.5M |
+$35.9M |
IJK, IWP, IJJ, VCLT, IYW
|
13F-HR |
7/10/2015, 12:21 PM |
| Q1 2015 |
1,121 |
$477M |
+$93.3M |
-$56.5M |
+$36.8M |
IJK, IWP, IJJ, VCLT, IYW
|
13F-HR |
4/14/2015, 10:49 AM |
| Q4 2014 |
1,011 |
$431M |
+$63.6M |
-$44.1M |
+$19.5M |
IJK, IJJ, IWO, LQD, IYW
|
13F-HR |
2/6/2015, 12:43 PM |
| Q3 2014 |
972 |
$399M |
+$54.5M |
-$41.3M |
+$13.2M |
IJK, LQD, IJJ, IYW, IGLB
|
13F-HR |
11/6/2014, 10:20 AM |
| Q2 2014 |
919 |
$393M |
+$47.9M |
-$30.5M |
+$17.4M |
IJJ, IJK, LQD, IYW, IGLB
|
13F-HR |
7/21/2014, 05:25 PM |
| Q1 2014 |
886 |
$365M |
+$91M |
-$27.8M |
+$63.2M |
IJJ, IJK, LQD, VNQ, RWR
|
13F-HR |
4/14/2014, 03:08 PM |
| Q4 2013 |
929 |
$297M |
$0 |
$0 |
|
VNQ, IJK, LQD, IYW, VTI
|
13F-HR |
1/15/2014, 04:59 PM |