Q3 2024 |
44 |
$1.54B |
+$95.5M |
-$8.58M |
+$87M |
IVV, IWB, SCHK, JCPB, FBND
|
13F-HR |
10/24/2024, 05:54 PM |
Q2 2024 |
23 |
$1.38B |
+$18.6M |
-$6.76M |
+$11.9M |
IVV, IWB, SCHK, FBND, JCPB
|
13F-HR |
7/12/2024, 03:05 PM |
Q1 2024 |
25 |
$1.36B |
+$347M |
-$260M |
+$86.2M |
IVV, IWB, SCHK, FBND, JCPB
|
13F-HR |
4/12/2024, 02:16 PM |
Q4 2023 |
22 |
$1.26B |
+$14.4M |
-$8.21M |
+$6.2M |
SCHK, IWB, FBND, JCPB, SCHM
|
13F-HR |
1/23/2024, 02:03 PM |
Q3 2023 |
19 |
$1.14B |
+$127M |
-$125M |
+$1.94M |
SCHK, IWB, FBND, JCPB, SCHM
|
13F-HR |
10/24/2023, 09:30 PM |
Q2 2023 |
19 |
$1.18B |
+$10.9M |
-$4.08M |
+$6.86M |
SCHK, IWB, JPST, JCPB, SCHM
|
13F-HR |
7/17/2023, 09:48 PM |
Q1 2023 |
19 |
$1.12B |
+$77.5M |
-$52M |
+$25.6M |
SCHK, IWB, JPST, JCPB, SCHM
|
13F-HR |
4/11/2023, 03:25 PM |
Q4 2022 |
19 |
$1.05B |
+$74.8M |
-$44.6M |
+$30.2M |
SCHK, JPST, IWB, SCHM, IJH
|
13F-HR |
1/17/2023, 09:37 PM |
Q3 2022 |
19 |
$963M |
+$264M |
-$87.2M |
+$176M |
SCHK, JPST, IWB, SCHM, IJH
|
13F-HR |
10/11/2022, 08:03 PM |
Q2 2022 |
19 |
$818M |
+$150M |
-$26.7M |
+$123M |
SCHK, IWB, SCHM, SCHG, JPST
|
13F-HR |
7/22/2022, 04:11 PM |
Q1 2022 |
16 |
$838M |
+$101M |
-$16.9M |
+$83.7M |
IWB, SCHK, SCHG, SCHM, IJH
|
13F-HR |
4/27/2022, 05:16 PM |
Q4 2021 |
19 |
$872M |
+$18.4M |
-$8.8M |
+$9.57M |
IWB, SCHK, SCHG, SCHM, IJH
|
13F-HR |
1/18/2022, 06:46 PM |
Q3 2021 |
17 |
$797M |
+$12.2M |
-$6.76M |
+$5.4M |
IWB, SCHK, SCHG, SCHM, IJH
|
13F-HR |
10/15/2021, 03:53 PM |
Q2 2021 |
16 |
$797M |
+$4.69M |
-$11.5M |
-$6.81M |
IWB, SCHK, SCHG, SCHM, IJH
|
13F-HR |
7/13/2021, 08:41 PM |
Q1 2021 |
15 |
$749M |
+$3.45M |
-$61.4M |
-$58M |
IWB, SCHK, IJH, SCHG, SCHM
|
13F-HR |
4/20/2021, 03:13 PM |
Q4 2020 |
13 |
$753M |
+$2.27M |
-$12.5M |
-$10.2M |
IWB, SCHK, SCHG, IJH, SCHM
|
13F-HR |
1/29/2021, 11:23 AM |
Q3 2020 |
13 |
$654M |
+$874K |
-$8.17M |
-$7.3M |
IWB, SCHK, SCHG, IJH, SCHM
|
13F-HR |
10/14/2020, 12:17 PM |
Q2 2020 |
13 |
$612M |
+$71.2M |
-$133M |
-$61.6M |
IWB, SCHK, IJH, SCHG, SCHM
|
13F-HR |
7/27/2020, 05:34 PM |
Q1 2020 |
11 |
$551M |
+$72.7M |
-$19M |
+$53.7M |
SCHK, IWB, IJH, SCHM, SCHA
|
13F-HR |
4/9/2020, 09:23 AM |
Q4 2019 |
13 |
$659M |
+$5.48M |
-$4.9M |
+$575K |
IWB, SCHK, IJH, SCHM, IJR
|
13F-HR |
1/30/2020, 12:04 PM |
Q3 2019 |
12 |
$611M |
+$56.5M |
-$2.36M |
+$54.1M |
IWB, SCHK, IJH, SCHM, IJR
|
13F-HR |
10/9/2019, 03:55 PM |
Q2 2019 |
12 |
$555M |
+$27.4M |
-$2.55M |
+$24.8M |
IWB, SCHK, IJH, SCHM, IJR
|
13F-HR |
7/16/2019, 07:46 PM |
Q1 2019 |
11 |
$514M |
+$64.1M |
-$63.1M |
+$1.03M |
IWB, SCHK, IJH, SCHM, IJR
|
13F-HR |
4/22/2019, 04:53 PM |
Q4 2018 |
18 |
$455M |
+$57.7M |
-$23.5M |
+$34.2M |
IWB, SCHK, IJH, SCHM, IJR
|
13F-HR |
2/5/2019, 05:40 PM |
Q3 2018 |
12 |
$499M |
+$67.9M |
-$18.8M |
+$49.1M |
IWB, SCHK, IJH, SCHM, IJR
|
13F-HR |
10/10/2018, 05:06 PM |
Q2 2018 |
13 |
$426M |
+$15.9M |
-$13.4M |
+$2.47M |
IWB, SCHK, IJH, SCHM, IWM
|
13F-HR |
7/16/2018, 01:24 PM |
Q1 2018 |
13 |
$408M |
+$58.3M |
-$61.7M |
-$3.39M |
IWB, IJH, SCHK, SCHM, IWM
|
13F-HR |
4/20/2018, 08:17 AM |
Q4 2017 |
11 |
$416M |
+$4.13M |
-$4.84M |
-$712K |
IWB, IJH, SCHM, IWM, VTI
|
13F-HR |
1/18/2018, 01:16 PM |
Q3 2017 |
10 |
$393M |
+$1.03M |
-$36.3M |
-$35.3M |
IWB, IJH, SCHM, IWM, VTI
|
13F-HR |
10/12/2017, 10:07 AM |
Q2 2017 |
10 |
$414M |
+$5.19M |
-$1.69K |
+$5.19M |
IWB, IJH, SCHM, IWM, VTI
|
13F-HR |
7/25/2017, 08:37 AM |
Q1 2017 |
10 |
$398M |
+$3.07M |
-$3.32M |
-$249K |
IWB, IJH, SCHM, IWM, VTI
|
13F-HR |
4/18/2017, 08:57 PM |
Q4 2016 |
79 |
$381M |
+$2.89M |
-$5.14M |
-$2.26M |
IWB, IJH, SCHM, IWM, VTI
|
13F-HR |
2/3/2017, 07:15 PM |
Q3 2016 |
12 |
$367M |
+$25.2M |
-$8.81M |
+$16.4M |
IWB, IJH, SCHM, IWM, VTI
|
13F-HR |
10/18/2016, 09:48 AM |
Q2 2016 |
9 |
$338M |
+$1.19M |
-$4.8M |
-$3.61M |
IWB, IJH, SCHM, IWM, VTI
|
13F-HR |
8/4/2016, 03:41 PM |
Q1 2016 |
7 |
$333M |
+$13.1M |
-$40.3M |
-$27.2M |
IWB, IJH, SCHM, IWM, VTI
|
13F-HR |
5/4/2016, 07:20 PM |
Q4 2015 |
11 |
$356M |
+$82.4M |
$0 |
+$82.4M |
IWB, IJH, SCHM, IWM, EFA
|
13F-HR |
2/8/2016, 06:36 PM |
Q3 2015 |
7 |
$262M |
+$38.6M |
-$382K |
+$38.3M |
IWB, IJH, SCHM, IWM, SPY
|
13F-HR |
11/5/2015, 08:55 PM |
Q2 2015 |
7 |
$244M |
+$4.31M |
-$821K |
+$3.49M |
IWB, IJH, IWM, SCHM, VTI
|
13F-HR |
7/17/2015, 05:17 PM |
Q1 2015 |
7 |
$241M |
+$2.76M |
-$45.5M |
-$42.8M |
IWB, IWM, IJH, SCHM, VTI
|
13F-HR |
4/9/2015, 08:37 PM |
Q4 2014 |
8 |
$279M |
+$71.6M |
-$5.54M |
+$66.1M |
IWB, IXUS, IWM, IJH, SCHM
|
13F-HR |
1/23/2015, 09:13 PM |
Q3 2014 |
6 |
$206M |
+$247K |
-$2.25M |
-$2M |
IWB, IXUS, IWM, VTI, SPY
|
13F-HR |
10/24/2014, 06:13 PM |
Q2 2014 |
5 |
$213M |
+$33K |
-$2.26M |
-$2.23M |
IWB, IXUS, IWM, VTI, SPY
|
13F-HR |
7/28/2014, 03:46 PM |
Q1 2014 |
5 |
$206M |
+$59.5M |
-$52.5M |
+$7.01M |
IWB, IXUS, IWM, VTI, SPY
|
13F-HR |
4/29/2014, 06:23 PM |
Q4 2013 |
7 |
$197M |
$0 |
$0 |
|
IWB, HDV, IWM, VWO, IXUS
|
13F-HR |
1/28/2014, 06:49 PM |