Q3 2024 |
35 |
$132M |
+$7.09M |
-$6.66M |
+$432K |
VTI, WFCPRL, BACPRL, BND, NEEPRR
|
13F-HR |
10/15/2024, 02:51 PM |
Q2 2024 |
35 |
$126M |
+$1.24M |
-$27.2M |
-$26M |
VTI, WFCPRL, BACPRL, BND, NEEPRR
|
13F-HR |
7/23/2024, 02:44 PM |
Q1 2024 |
36 |
$148M |
+$9.52M |
-$9.76M |
-$239K |
VTI, WFCPRL, BACPRL, APOPRA, NEEPRR
|
13F-HR |
5/1/2024, 12:14 PM |
Q4 2023 |
36 |
$140M |
+$22.5M |
-$33.7M |
-$11.2M |
VTI, WFCPRL, BACPRL, APOPRA, NEEPRR
|
13F-HR |
2/5/2024, 02:38 PM |
Q3 2023 |
36 |
$139M |
+$4.15M |
-$35.5M |
-$31.4M |
VTI, WFCPRL, BACPRL, BND, NEEPRR
|
13F-HR |
11/13/2023, 10:25 AM |
Q2 2023 |
41 |
$174M |
+$3.63M |
-$16.3M |
-$12.7M |
VTI, NEEPRQ, BACPRL, WFCPRL, BND
|
13F-HR |
8/1/2023, 04:17 PM |
Q1 2023 |
42 |
$180M |
$0 |
$0 |
|
VTI, NEEPRQ, WFCPRL, BACPRL, BND
|
New Holdings |
5/25/2023, 05:10 PM |
Q1 2023 |
42 |
$180M |
+$15.5M |
-$13.7M |
+$1.85M |
VTI, NEEPRQ, WFCPRL, BACPRL, BND
|
13F-HR |
4/25/2023, 09:26 AM |
Q4 2022 |
44 |
$174M |
$0 |
$0 |
|
VTI, WFCPRL, BACPRL, NEEPRP, BND
|
New Holdings |
5/25/2023, 05:06 PM |
Q4 2022 |
44 |
$174M |
+$6.64M |
-$7.79M |
-$1.15M |
VTI, WFCPRL, BACPRL, NEEPRP, BND
|
13F-HR |
1/19/2023, 05:43 PM |
Q3 2022 |
44 |
$171M |
+$9.26M |
-$13.7M |
-$4.41M |
VTI, WFCPRL, BACPRL, NEEPRP, BND
|
13F-HR |
10/17/2022, 03:33 PM |
Q2 2022 |
47 |
$186M |
+$11.8M |
-$13.5M |
-$1.68M |
VTI, WFCPRL, BACPRL, BND, SOLN
|
13F-HR |
7/20/2022, 10:46 AM |
Q1 2022 |
48 |
$214M |
+$13.3M |
-$142M |
-$129M |
VTI, WFCPRL, BACPRL, BND, NEEPRO
|
13F-HR |
4/26/2022, 09:28 AM |
Q4 2021 |
47 |
$360M |
+$38.9M |
-$31.3M |
+$7.53M |
VTI, WFCPRL, BACPRL, BND, NEEPRO
|
13F-HR |
1/28/2022, 03:06 PM |
Q3 2021 |
42 |
$331M |
+$7.61M |
-$15.6M |
-$7.98M |
VTI, CHRD, BND, BCEI, NEEPRO
|
Restatement |
11/2/2021, 02:03 PM |
Q2 2021 |
43 |
$340M |
+$31.7M |
-$39.6M |
-$7.85M |
VTI, CHRD, BCEI, BND, NEEPRO
|
Restatement |
11/2/2021, 01:57 PM |
Q1 2021 |
36 |
$312M |
+$736K |
-$48.9M |
-$48.1M |
VTI, CHRD, BND, NEEPRO, NEEPRP
|
13F-HR |
4/23/2021, 12:53 PM |
Q4 2020 |
40 |
$329M |
+$26.7M |
-$34.8M |
-$8.11M |
VTI, CHRD, WFCPRL, BACPRL, BND
|
13F-HR |
1/28/2021, 05:47 PM |
Q3 2020 |
46 |
$304M |
+$26.6M |
-$10.2M |
+$16.4M |
VTI, DEN, BACPRL, WFCPRL, BND
|
13F-HR |
10/21/2020, 10:48 AM |
Q2 2020 |
41 |
$269M |
+$15.9M |
-$26.7M |
-$10.8M |
VTI, BND, BACPRL, WFCPRL, DCUE
|
13F-HR |
7/15/2020, 04:53 PM |
Q1 2020 |
63 |
$244M |
+$25.7M |
-$21.4M |
+$4.32M |
VTI, BND, BACPRL, WFCPRL, SOLN
|
13F-HR |
4/24/2020, 04:54 PM |
Q4 2019 |
48 |
$293M |
+$17.9M |
-$23.9M |
-$6.05M |
VTI, BACPRL, WFCPRL, BND, SOLN
|
13F-HR |
1/15/2020, 10:55 AM |
Q3 2019 |
48 |
$281M |
+$29.4M |
-$25.6M |
+$3.82M |
VTI, BACPRL, WFCPRL, BND, BKLN
|
13F-HR |
10/16/2019, 04:32 PM |
Q2 2019 |
50 |
$275M |
+$15.9M |
-$63.5M |
-$47.7M |
VTI, WFCPRL, BACPRL, BND, FRA
|
13F-HR |
7/12/2019, 09:26 AM |
Q1 2019 |
43 |
$312M |
+$8.05M |
-$35.4M |
-$27.4M |
VTI, WFCPRL, BACPRL, BND, FRA
|
13F-HR |
5/13/2019, 09:32 AM |
Q4 2018 |
48 |
$306M |
+$31.3M |
-$25.5M |
+$5.74M |
VTI, WFCPRL, BND, BACPRL, FRA
|
13F-HR |
2/11/2019, 09:08 AM |
Q3 2018 |
44 |
$335M |
+$29.6M |
-$63.3M |
-$33.7M |
VTI, WFCPRL, BACPRL, SRLN, BKLN
|
13F-HR |
11/14/2018, 02:26 PM |
Q2 2018 |
37 |
$349M |
+$23.1M |
-$15.6M |
+$7.55M |
VTI, WFCPRL, NEEPRQ, AVYAQ, BKLN
|
13F-HR |
8/10/2018, 11:03 AM |
Q1 2018 |
35 |
$342M |
+$32.8M |
-$41.6M |
-$8.79M |
VTI, WFCPRL, NEEPRQ, AVYAQ, BKLN
|
13F-HR |
5/10/2018, 01:05 PM |
Q4 2017 |
36 |
$348M |
+$245M |
-$411M |
-$166M |
VTI, WFCPRL, BKLN, NEEPRQ, SRLN
|
13F-HR |
2/7/2018, 11:34 AM |
Q3 2017 |
45 |
$504M |
+$4.16M |
$0 |
+$4.16M |
VTI, HYG, JNK, WFCPRL, BKLN
|
13F-HR |
11/7/2017, 10:44 AM |
Q2 2017 |
44 |
$514M |
+$73.1M |
-$25.6M |
+$47.5M |
VTI, HYG, JNK, WFCPRL, BKLN
|
13F-HR |
7/26/2017, 10:55 AM |
Q1 2017 |
37 |
$454M |
+$15.3M |
-$59.2M |
-$43.9M |
VTI, BKLN, HYG, JNK, DCUC
|
13F-HR |
4/27/2017, 11:17 AM |
Q4 2016 |
38 |
$476M |
+$24.2M |
-$55.1M |
-$30.9M |
VTI, BKLN, JNK, SRLN, DCUC
|
13F-HR |
1/30/2017, 04:36 PM |
Q3 2016 |
45 |
$496M |
+$64.7M |
-$7.06M |
+$57.6M |
VTI, HYG, WFCPRL, BKLN, SRLN
|
13F-HR |
10/28/2016, 02:38 PM |
Q2 2016 |
42 |
$423M |
+$67.4M |
-$31M |
+$36.4M |
VTI, WFCPRL, DCUC, NEEPRQ, BACPRL
|
13F-HR |
8/8/2016, 09:57 AM |
Q1 2016 |
41 |
$380M |
+$8.94M |
-$26.3M |
-$17.4M |
VTI, WFCPRL, JNK, HYG, DCUC
|
13F-HR |
4/19/2016, 09:13 AM |
Q4 2015 |
40 |
$398M |
+$24.6M |
-$61.4M |
-$36.8M |
VTI, WFCPRL, HYG, JNK, FRA
|
13F-HR |
1/27/2016, 09:36 AM |
Q3 2015 |
37 |
$415M |
+$305M |
-$13.3B |
-$13B |
VTI, WFCPRL, FRA, HYG, DCUC
|
13F-HR |
11/6/2015, 02:38 PM |
Q2 2015 |
52 |
$13.4B |
+$1.57B |
-$2.1B |
-$533M |
BND, VTI, VOO, VGK, BSV
|
13F-HR |
8/3/2015, 09:10 AM |
Q1 2015 |
66 |
$13.8B |
+$1.11B |
-$432M |
+$680M |
BND, VTI, VOO, VGK, BSV
|
13F-HR |
5/5/2015, 02:24 PM |
Q4 2014 |
66 |
$13B |
+$1.23B |
-$214M |
+$1.01B |
BND, VTI, VOO, VGK, BSV
|
13F-HR |
1/22/2015, 11:54 AM |
Q3 2014 |
69 |
$11.8B |
+$1.9B |
-$947M |
+$956M |
BND, VTI, VOO, BSV, VGK
|
13F-HR |
10/31/2014, 10:04 AM |
Q2 2014 |
77 |
$11B |
+$876M |
-$136M |
+$740M |
BND, VTI, VOO, VGK, BSV
|
13F-HR |
8/1/2014, 12:33 PM |
Q1 2014 |
81 |
$10B |
+$1.21B |
-$512M |
+$696M |
BND, VTI, VOO, VGK, BSV
|
13F-HR |
4/28/2014, 11:26 AM |
Q4 2013 |
81 |
$9.21B |
$0 |
$0 |
|
BND, VTI, VOO, VGK, BSV
|
13F-HR |
2/7/2014, 01:02 PM |