Q3 2020 |
18 |
$111M |
+$5.14M |
-$19.8M |
-$14.7M |
IVV, AGG, IAUXXXX, IEFA, IJR
|
13F-HR |
10/6/2020, 02:38 PM |
Q2 2020 |
17 |
$120M |
+$17.1M |
-$33.1M |
-$16M |
IVV, AGG, IAUXXXX, IEFA, IJR
|
13F-HR |
7/6/2020, 04:09 PM |
Q1 2020 |
19 |
$120M |
+$21.6M |
-$29.3M |
-$7.69M |
IVV, AGG, IEFA, IAUXXXX, IEMG
|
13F-HR |
4/13/2020, 04:50 PM |
Q4 2019 |
19 |
$146M |
+$370K |
-$8.45M |
-$8.07M |
IVV, AGG, IEFA, IJR, SHV
|
13F-HR |
1/17/2020, 02:05 PM |
Q3 2019 |
19 |
$149M |
+$2.85M |
-$1.05M |
+$1.79M |
IVV, AGG, IEFA, IJR, SHV
|
13F-HR |
10/10/2019, 09:18 AM |
Q2 2019 |
19 |
$148M |
+$43M |
-$47.2M |
-$4.13M |
IVV, AGG, IEFA, IJR, SHV
|
13F-HR |
7/15/2019, 11:19 AM |
Q1 2019 |
17 |
$148M |
+$47.5M |
-$53M |
-$5.48M |
IVV, IEFA, IEMG, AGG, IJR
|
13F-HR |
4/2/2019, 04:44 PM |
Q4 2018 |
17 |
$141M |
+$45M |
-$39.6M |
+$5.4M |
IVV, IJR, AGG, IEMG, IJH
|
13F-HR |
1/9/2019, 12:57 PM |
Q3 2018 |
15 |
$160M |
+$25.2M |
-$28.3M |
-$3.11M |
IVV, IJR, IJH, AGG, ESGU
|
13F-HR |
10/18/2018, 10:11 AM |
Q2 2018 |
15 |
$156M |
+$6.07M |
-$8.18M |
-$2.11M |
IVV, IJR, IJH, IEMG, EZU
|
13F-HR |
7/9/2018, 11:00 AM |
Q1 2018 |
16 |
$156M |
+$28.7M |
-$29.7M |
-$941K |
IVV, IJR, IJH, IEMG, EZU
|
13F-HR |
4/11/2018, 04:13 PM |
Q4 2017 |
12 |
$161M |
+$16.5M |
-$19.2M |
-$2.72M |
IVV, IJR, SPY, IEMG, EZU
|
13F-HR |
1/25/2018, 11:01 AM |
Q3 2017 |
12 |
$156M |
+$23.5M |
-$21.9M |
+$1.6M |
IVV, SPY, EZU, IJR, IEMG
|
13F-HR |
10/11/2017, 01:55 PM |
Q2 2017 |
11 |
$148M |
+$89.6M |
-$93.1M |
-$3.49M |
IVV, SPY, IEMG, EZU, MDY
|
Restatement |
10/13/2017, 05:25 PM |
Q1 2017 |
11 |
$149M |
+$64.5M |
-$53M |
+$11.5M |
MDY, SPY, IJR, HEWJ, HEZU
|
Restatement |
10/13/2017, 05:23 PM |
Q4 2016 |
10 |
$141M |
+$13.7M |
-$12M |
+$1.68M |
MDY, AGG, IJR, IAU, SPY
|
Restatement |
10/13/2017, 05:22 PM |
Q3 2016 |
9 |
$141M |
+$21.3M |
-$20.7M |
+$640K |
MDY, AGG, IAU, SPY, IJR
|
Restatement |
10/13/2017, 05:20 PM |
Q2 2016 |
8 |
$139M |
+$42M |
-$40.1M |
+$1.93M |
MDY, SPY, AGG, IAU, GOVT
|
Restatement |
10/13/2017, 05:19 PM |
Q1 2016 |
13 |
$134M |
$0 |
$0 |
|
MDY, SPY, AGG, IAU, IJR
|
Restatement |
10/13/2017, 05:16 PM |