| Q3 2025 |
54 |
$950,336,233 |
+$96,497,135 |
-$20,144,868 |
+$76,352,267 |
ITOT, RSP, ISHG, CHH, GLD
|
13F-HR |
12 Nov 2025, 08:01 |
| Q2 2025 |
53 |
$852,165,878 |
+$182,480,150 |
-$218,442,693 |
-$35,962,543 |
RSP, ITOT, CHH, ISHG, JPST
|
13F-HR |
12 Aug 2025, 14:25 |
| Q1 2025 |
41 |
$843,783,995 |
+$93,237,623 |
-$139,839,796 |
-$46,602,173 |
ITOT, RSP, TLT, AGG, JPST
|
13F-HR |
13 May 2025, 06:53 |
| Q4 2024 |
45 |
$886,129,358 |
+$194,772,228 |
-$134,895,617 |
+$59,876,611 |
CHH, RSP, ITOT, JPST, AGG
|
13F-HR |
12 Feb 2025, 11:46 |
| Q3 2024 |
45 |
$811,636,525 |
+$159,551,175 |
-$63,833,170 |
+$95,718,005 |
ITOT, CHH, AGG, GOVT, RSP
|
13F-HR |
12 Nov 2024, 12:46 |
| Q2 2024 |
72 |
$590,886,842 |
+$54,392,399 |
-$91,533,559 |
-$37,141,160 |
ITOT, CHH, IDEV, GLD, GBIL
|
13F-HR |
13 Aug 2024, 07:40 |
| Q1 2024 |
62 |
$728,042,897 |
+$116,412,904 |
-$33,930,948 |
+$82,481,956 |
ITOT, CHH, AGG, IDEV, GLD
|
13F-HR |
13 May 2024, 12:09 |
| Q4 2023 |
61 |
$607,576,069 |
+$54,499,616 |
-$114,774,425 |
-$60,274,809 |
ITOT, CHH, AGG, IDEV, GBIL
|
13F-HR |
13 Feb 2024, 10:25 |
| Q3 2023 |
191 |
$628,472,191 |
+$142,646,599 |
-$158,397,600 |
-$15,751,001 |
CHH, ITOT, AGG, GBIL, IDEV
|
13F-HR |
13 Nov 2023, 14:38 |
| Q2 2023 |
174 |
$689,511,505 |
+$153,200,531 |
-$200,298,858 |
-$47,098,327 |
ITOT, CHH, AGG, IDEV, GBIL
|
13F-HR |
09 Aug 2023, 08:55 |
| Q1 2023 |
187 |
$695,931,937 |
+$261,345,371 |
-$333,610,458 |
-$72,265,087 |
CHH, ITOT, AGG, ASHR, IDEV
|
13F-HR |
10 May 2023, 10:35 |
| Q4 2022 |
166 |
$767,166,416 |
+$158,785,325 |
-$229,563,139 |
-$70,777,814 |
MCHI, EWY, ITOT, EWT, CHH
|
13F-HR |
13 Feb 2023, 08:33 |
| Q3 2022 |
167 |
$760,429,000 |
+$147,279,028 |
-$121,940,006 |
+$25,339,022 |
ITOT, CHH, MCHI, EWY, INDA
|
13F-HR |
10 Nov 2022, 12:20 |
| Q2 2022 |
169 |
$748,395,000 |
+$291,937,449 |
-$48,985,041 |
+$242,952,408 |
CHH, ITOT, MCHI, IDEV, ECH
|
13F-HR |
08 Aug 2022, 12:43 |
| Q1 2022 |
182 |
$579,605,000 |
+$284,131,811 |
-$246,229,878 |
+$37,901,933 |
CHH, ITOT, ECH, IDEV, EWZ
|
13F-HR |
11 May 2022, 15:33 |
| Q4 2021 |
209 |
$647,229,000 |
+$275,208,325 |
-$81,627,572 |
+$193,580,753 |
ITOT, INDA, CHH, IDEV, IEFA
|
13F-HR |
11 Feb 2022, 10:50 |
| Q3 2021 |
183 |
$388,614,000 |
+$19,371,263 |
-$71,065,071 |
-$51,693,808 |
INDA, EEM, ITOT, IDEV, AGG
|
13F-HR |
12 Nov 2021, 08:10 |
| Q2 2021 |
188 |
$445,761,000 |
+$162,552,744 |
-$255,929,785 |
-$93,377,041 |
INDA, EEM, ITOT, IDEV, AGG
|
13F-HR |
10 Aug 2021, 15:59 |
| Q1 2021 |
226 |
$533,758,000 |
+$375,423,891 |
-$106,997,587 |
+$268,426,304 |
ITOT, IEMG, INDA, IEFA, IDEV
|
13F-HR |
14 May 2021, 15:17 |
| Q4 2020 |
168 |
$242,784,000 |
+$72,560,486 |
-$51,698,690 |
+$20,861,796 |
EWZ, INDA, MINT, BILI, AAPL
|
13F-HR |
12 Feb 2021, 11:44 |
| Q3 2020 |
190 |
$193,051,000 |
+$66,888,893 |
-$70,948,552 |
-$4,059,659 |
MINT, MSFT, AAPL, AMZN, PAR
|
13F-HR |
30 Oct 2020, 13:10 |
| Q2 2020 |
180 |
$187,810,000 |
+$75,852,001 |
-$103,639,161 |
-$27,787,160 |
BABA, BFYT, PAR, RST, MSFT
|
13F-HR |
13 Aug 2020, 11:28 |
| Q1 2020 |
105 |
$175,138,000 |
+$86,788,473 |
-$125,095,575 |
-$38,307,102 |
EWY, RST, BABA, XLC, PAR
|
13F-HR |
15 May 2020, 09:34 |
| Q4 2019 |
114 |
$244,399,000 |
+$68,090,633 |
-$49,566,685 |
+$18,523,948 |
MINT, AGG, HIIQ, RST, BABA
|
13F-HR |
14 Feb 2020, 12:51 |
| Q3 2019 |
110 |
$208,656,000 |
+$56,209,157 |
-$60,258,914 |
-$4,049,757 |
MINT, BABA, RST, PAR, XLC
|
13F-HR |
13 Nov 2019, 16:57 |
| Q2 2019 |
112 |
$216,588,000 |
+$113,196,714 |
-$121,050,186 |
-$7,853,472 |
MINT, BABA, INDA, IVV, XLC
|
13F-HR |
14 Aug 2019, 12:01 |
| Q1 2019 |
79 |
$224,529,000 |
+$66,774,823 |
-$101,987,270 |
-$35,212,447 |
BABA, MINT, EWZ, EWW, YUMC
|
13F-HR |
10 May 2019, 11:24 |
| Q4 2018 |
83 |
$231,397,000 |
+$74,651,993 |
-$60,448,935 |
+$14,203,058 |
BABA, MINT, PDD, EWZ, TGS
|
13F-HR |
14 Feb 2019, 14:16 |
| Q3 2018 |
87 |
$236,647,000 |
$0 |
$0 |
$0 |
MINT, BABA, TGS, BAP, NVDA
|
13F-HR |
13 Nov 2018, 16:16 |
| Q2 2018 |
0 |
|
|
|
$0 |
|
13F-NT |
01 Aug 2018, 14:43 |
| Q1 2018 |
0 |
|
|
|
$0 |
|
13F-NT |
02 May 2018, 11:18 |
| Q4 2017 |
0 |
|
|
|
$0 |
|
13F-NT |
08 Feb 2018, 13:09 |
| Q3 2017 |
0 |
|
|
|
$0 |
|
13F-NT |
09 Nov 2017, 14:01 |
| Q2 2017 |
0 |
|
|
|
$0 |
|
13F-NT |
10 Aug 2017, 10:31 |
| Q1 2017 |
0 |
|
|
|
$0 |
|
13F-NT |
28 Apr 2017, 11:37 |
| Q4 2016 |
0 |
|
|
|
$0 |
|
13F-NT |
01 Feb 2017, 15:05 |
| Q3 2016 |
0 |
|
|
|
$0 |
|
13F-NT |
31 Oct 2016, 13:39 |
| Q2 2016 |
0 |
|
|
|
$0 |
|
13F-NT |
11 Aug 2016, 14:56 |
| Q1 2016 |
0 |
|
|
|
$0 |
|
13F-NT |
16 May 2016, 12:45 |
| Q4 2015 |
0 |
|
|
|
$0 |
|
13F-NT |
09 Feb 2016, 13:26 |
| Q3 2015 |
0 |
|
|
|
$0 |
|
13F-NT |
13 Nov 2015, 11:15 |
| Q2 2015 |
0 |
|
|
|
$0 |
|
13F-NT |
14 Aug 2015, 10:15 |
| Q1 2015 |
0 |
|
|
|
$0 |
|
13F-NT |
12 May 2015, 16:10 |
| Q4 2014 |
0 |
|
|
|
$0 |
|
13F-NT |
11 Feb 2015, 08:52 |
| Q3 2014 |
0 |
|
|
|
$0 |
|
13F-NT |
06 Nov 2014, 13:50 |
| Q2 2014 |
0 |
|
|
|
$0 |
|
13F-NT |
12 Aug 2014, 12:09 |
| Q1 2014 |
15 |
$247,075,000 |
+$4,878,848 |
-$150,054,578 |
-$145,175,730 |
EWT, EWW, FM, EWZ, VIPS
|
13F-HR |
15 May 2014, 13:41 |
| Q4 2013 |
25 |
$377,012,760 |
$0 |
$0 |
$0 |
EWT, EWW, EWY, EWM, EWZ
|
13F-HR |
14 Feb 2014, 15:55 |