Q2 2024 |
78 |
$1.7B |
+$238M |
-$66.2M |
+$172M |
IVV, NTSX, LRGF, IWB, IEFA
|
13F-HR |
7/26/2024, 05:06 PM |
Q1 2024 |
85 |
$1.51B |
+$31.9M |
-$50.8M |
-$18.9M |
NTSX, IVV, IWB, IEFA, EFA
|
13F-HR |
4/17/2024, 06:49 PM |
Q4 2023 |
88 |
$1.44B |
+$139M |
-$154M |
-$14.9M |
NTSX, IVV, IWB, IEFA, EFA
|
13F-HR |
1/23/2024, 08:45 PM |
Q3 2023 |
91 |
$1.33B |
+$149M |
-$122M |
+$26.9M |
IVV, NTSX, IWB, IEFA, USFR
|
13F-HR |
10/13/2023, 09:21 PM |
Q2 2023 |
87 |
$1.36B |
+$15.4M |
-$170M |
-$155M |
IVV, NTSX, IWB, IEFA, EFA
|
13F-HR |
8/14/2023, 02:03 PM |
Q1 2023 |
160 |
$1.46B |
+$116M |
-$122M |
-$5.83M |
IVV, NTSX, IEFA, LDUR, IWB
|
13F-HR |
4/25/2023, 04:53 PM |
Q4 2022 |
156 |
$1.39B |
+$207M |
-$177M |
+$30.1M |
IVV, NTSX, LDUR, BIL, IEFA
|
13F-HR |
1/25/2023, 07:19 AM |
Q3 2022 |
143 |
$1.28B |
+$46.6M |
-$18.5M |
+$28.1M |
IVV, NTSX, LDUR, BIL, SHV
|
13F-HR |
10/24/2022, 04:17 PM |
Q2 2022 |
137 |
$1.34B |
+$255M |
-$215M |
+$39.5M |
IVV, NTSX, LDUR, BIL, IEFA
|
13F-HR |
8/5/2022, 01:51 PM |
Q1 2022 |
155 |
$1.51B |
+$118M |
-$73M |
+$44.8M |
IVV, NTSX, IEFA, IWB, BOND
|
13F-HR |
5/13/2022, 11:16 AM |
Q4 2021 |
158 |
$1.56B |
+$303M |
-$246M |
+$56.9M |
NTSX, IVV, IWB, IEFA, BOND
|
13F-HR |
2/14/2022, 05:01 PM |
Q3 2021 |
147 |
$1.44B |
+$21.6M |
-$76.7M |
-$55.1M |
NTSX, IVV, IEFA, IWB, EFA
|
13F-HR |
10/29/2021, 05:13 PM |
Q2 2021 |
147 |
$1.52B |
+$52.2M |
-$6.79M |
+$45.4M |
NTSX, IVV, IEFA, IWB, EFA
|
13F-HR |
7/29/2021, 04:11 PM |
Q1 2021 |
128 |
$1.38B |
+$36.3M |
-$18M |
+$18.4M |
NTSX, IVV, IEFA, IWB, EFA
|
13F-HR |
5/5/2021, 09:11 PM |
Q4 2020 |
113 |
$1.31B |
+$150M |
-$18.9M |
+$132M |
NTSX, IVV, IEFA, IWB, EFA
|
13F-HR |
2/4/2021, 09:48 AM |
Q3 2020 |
94 |
$1.04B |
+$421M |
-$99.4M |
+$321M |
NTSX, IVV, IEFA, IWB, EFA
|
13F-HR |
11/9/2020, 08:35 PM |
Q2 2020 |
89 |
$678M |
+$265M |
-$209M |
+$56M |
NTSX, IWB, SHV, IVV, EEM
|
13F-HR |
8/10/2020, 05:08 PM |
Q1 2020 |
75 |
$572M |
+$407M |
-$167M |
+$240M |
BIL, SHV, AGG, NTSX, MUB
|
13F-HR |
5/1/2020, 05:02 PM |
Q4 2019 |
79 |
$382M |
+$6.12M |
-$13.6M |
-$7.46M |
IWB, EFA, AGG, MUB, MINT
|
13F-HR |
2/11/2020, 07:25 PM |
Q3 2019 |
73 |
$371M |
+$12M |
-$8.6M |
+$3.38M |
IWB, EFA, AGG, MUB, EEM
|
13F-HR |
11/12/2019, 10:27 AM |
Q2 2019 |
73 |
$365M |
+$341M |
-$2.07M |
+$339M |
IWB, EFA, AGG, MUB, MINT
|
13F-HR |
7/25/2019, 05:54 PM |
Q1 2019 |
37 |
$26M |
+$2.46M |
-$413M |
-$411M |
MINT, DGS, AAPL, XOM, AMZN
|
13F-HR |
5/13/2019, 01:34 PM |
Q4 2018 |
73 |
$434M |
+$175M |
-$105M |
+$69.7M |
BIL, SHV, AGG, MUB, EEM
|
13F-HR |
2/11/2019, 07:03 AM |
Q3 2018 |
75 |
$385M |
+$5.57M |
-$8.24M |
-$2.66M |
IWB, SHV, AGG, MUB, DGS
|
13F-HR |
10/31/2018, 05:26 PM |
Q2 2018 |
74 |
$380M |
+$98.1M |
-$95.1M |
+$3M |
IWB, SHV, AGG, MUB, DGS
|
13F-HR |
8/10/2018, 11:09 AM |
Q1 2018 |
72 |
$377M |
+$11M |
-$10.8M |
+$192K |
IWB, EFA, AGG, MUB, DGS
|
13F-HR |
5/1/2018, 09:11 AM |
Q4 2017 |
71 |
$382M |
+$15.2M |
-$7.01M |
+$8.17M |
IWB, EFA, AGG, MUB, DGS
|
13F-HR |
2/1/2018, 04:22 PM |
Q3 2017 |
66 |
$363M |
+$2.34M |
-$26M |
-$23.7M |
IWB, EFA, AGG, MUB, DGS
|
13F-HR |
11/2/2017, 11:44 AM |
Q2 2017 |
67 |
$376M |
+$7.54M |
-$33.8M |
-$26.2M |
IWB, EFA, AGG, MUB, DGS
|
13F-HR |
8/4/2017, 09:57 AM |
Q1 2017 |
78 |
$393M |
+$18.2M |
-$4.19M |
+$14M |
IWB, EFA, AGG, MUB, DGS
|
13F-HR |
5/3/2017, 08:33 PM |
Q4 2016 |
72 |
$360M |
+$12.2M |
-$2.29M |
+$9.89M |
IWB, EFA, AGG, MUB, DGS
|
13F-HR |
2/9/2017, 11:44 AM |
Q3 2016 |
68 |
$356M |
+$76.9M |
-$76.5M |
+$379K |
IWB, EFA, AGG, MUB, DGS
|
13F-HR |
11/9/2016, 04:42 PM |
Q2 2016 |
74 |
$349M |
+$119M |
-$53.5M |
+$65.3M |
IWB, AGG, SHV, MUB, DGS
|
13F-HR |
8/8/2016, 09:05 AM |
Q1 2016 |
79 |
$278M |
+$88.3M |
-$48.4M |
+$39.9M |
AGG, IWB, DGS, EFA, VNQ
|
13F-HR |
5/12/2016, 12:58 PM |
Q4 2015 |
98 |
$233M |
+$44.6M |
-$16.4M |
+$28.2M |
AGG, DGS, IEFA, EFA, IWB
|
13F-HR |
2/2/2016, 08:47 PM |
Q3 2015 |
100 |
$204M |
+$17.6M |
-$201M |
-$183M |
AGG, DGS, IWB, EFA, VNQ
|
13F-HR |
11/12/2015, 06:07 AM |
Q2 2015 |
179 |
$411M |
+$115M |
-$13.3M |
+$102M |
AGG, IWB, EFA, DGS, VNQ
|
13F-HR |
8/10/2015, 09:49 PM |
Q1 2015 |
179 |
$312M |
+$119M |
-$10.6M |
+$108M |
IWB, EFA, DGS, VNQ, SCZ
|
13F-HR |
5/1/2015, 04:45 PM |
Q4 2014 |
136 |
$201M |
+$7.95M |
-$15.1M |
-$7.15M |
IWB, DGS, EFA, SCZ, EEM
|
13F-HR |
2/17/2015, 09:50 PM |
Q3 2014 |
131 |
$203M |
+$12.8M |
-$127M |
-$114M |
IWB, DGS, EFA, SCZ, VNQ
|
13F-HR |
11/12/2014, 05:09 PM |
Q2 2014 |
113 |
$328M |
+$5.8M |
-$11.4M |
-$5.59M |
IWB, EFA, SCZ, DGS, VO
|
13F-HR |
8/8/2014, 03:35 PM |
Q1 2014 |
127 |
$325M |
+$4.78M |
-$6.33M |
-$1.55M |
IWB, EFA, SCZ, DGS, VO
|
13F-HR |
5/2/2014, 06:57 AM |
Q4 2013 |
124 |
$324M |
$0 |
$0 |
|
IWB, EFA, SCZ, DGS, VO
|
13F-HR |
2/7/2014, 01:28 PM |