Q1 2018 |
28 |
$7.79B |
+$884M |
-$940M |
-$56.2M |
VEA, VWO, VTI, TIP, VCIT
|
13F-HR |
5/11/2018, 11:12 AM |
Q4 2017 |
26 |
$7.9B |
+$795M |
-$979M |
-$184M |
VEA, VWO, VTI, VCIT, TIP
|
13F-HR |
2/12/2018, 11:00 AM |
Q3 2017 |
25 |
$7.87B |
+$485M |
-$662M |
-$177M |
VEA, VWO, VTI, EMB, TIP
|
13F-HR |
11/9/2017, 11:00 AM |
Q2 2017 |
25 |
$7.8B |
+$1.15B |
-$1.79B |
-$641M |
VWO, VEA, VTI, EMB, TIP
|
13F-HR |
8/11/2017, 11:00 AM |
Q1 2017 |
23 |
$8.28B |
+$781M |
-$1.65B |
-$872M |
VWO, VEA, VTI, IWM, EMB
|
13F-HR |
5/10/2017, 05:21 PM |
Q4 2016 |
29 |
$8.77B |
+$1.97B |
-$2.86B |
-$888M |
VWO, VTI, HYG, EMB, BND
|
13F-HR |
2/10/2017, 11:00 AM |
Q3 2016 |
28 |
$10B |
+$765M |
-$1.34B |
-$575M |
IAU, VIG, EMB, VNQI, SPSB
|
13F-HR |
11/10/2016, 11:00 AM |
Q2 2016 |
27 |
$10.5B |
+$1.77B |
-$2.42B |
-$654M |
IAU, BND, EMB, VIG, VNQI
|
13F-HR |
8/10/2016, 11:00 AM |
Q1 2016 |
30 |
$10.9B |
+$1.08B |
-$1.94B |
-$861M |
SPSB, BND, IEF, VIG, QQQ
|
13F-HR |
5/11/2016, 11:00 AM |
Q4 2015 |
40 |
$11.5B |
+$877M |
-$1.95B |
-$1.07B |
QQQ, SPSB, BND, IEF, VTI
|
13F-HR |
2/12/2016, 10:38 AM |
Q3 2015 |
40 |
$12.3B |
+$402M |
-$1.61B |
-$1.21B |
QQQ, BND, SPSB, IEF, VNQI
|
Restatement |
5/18/2016, 09:17 AM |
Q2 2015 |
42 |
$14.5B |
+$1.09B |
-$1.57B |
-$480M |
QQQ, BND, SPSB, VNQI, IEF
|
Restatement |
5/18/2016, 09:21 AM |
Q1 2015 |
44 |
$15.2B |
+$2.53B |
-$3.31B |
-$781M |
QQQ, BND, SPSB, VNQ, VNQI
|
Restatement |
5/18/2016, 09:17 AM |
Q4 2014 |
48 |
$15.7B |
+$778M |
-$2.32B |
-$1.54B |
QQQ, BND, VIG, SPY, SPSB
|
Restatement |
5/18/2016, 09:14 AM |
Q3 2014 |
41 |
$17.1B |
+$2.12B |
-$2.77B |
-$649M |
QQQ, BND, VIG, SPY, SPSB
|
13F-HR |
11/14/2014, 04:00 PM |
Q2 2014 |
44 |
$18.2B |
+$1.91B |
-$2.08B |
-$172M |
BND, VIG, QQQ, SPY, EWG
|
13F-HR |
8/14/2014, 03:01 PM |
Q1 2014 |
40 |
$17.9B |
+$1.7B |
-$1.96B |
-$253M |
BND, SPY, EWG, QQQ, DXJ
|
Restatement |
5/20/2014, 11:09 AM |
Q4 2013 |
44 |
$15.9B |
$0 |
$0 |
|
VIG, EWG, BND, QQQ, IWM
|
13F-HR |
2/14/2014, 09:00 AM |