Q3 2024 |
49 |
$660M |
+$490M |
-$532M |
-$41.4M |
SPY, LQD, USHY, QXO, DXJ
|
13F-HR |
11/14/2024, 03:22 PM |
Q2 2024 |
118 |
$679M |
+$386M |
-$50.3M |
+$335M |
BKLN, VCIT, VOO, SRLN, AMPS
|
13F-HR |
8/14/2024, 02:24 PM |
Q1 2024 |
119 |
$351M |
+$33.9M |
-$20.3M |
+$13.6M |
VCIT, HYG, AMPS, AMT, PLD
|
13F-HR |
5/15/2024, 10:38 AM |
Q4 2023 |
113 |
$345M |
+$98.8M |
-$145M |
-$46.1M |
VCIT, AMPS, HYG, AMT, PLD
|
13F-HR |
2/12/2024, 10:11 AM |
Q3 2023 |
110 |
$360M |
+$18.2M |
-$24.2M |
-$6.06M |
IGLB, HYG, AMPS, AMT, PLD
|
13F-HR |
11/8/2023, 03:21 PM |
Q2 2023 |
113 |
$390M |
+$151M |
-$200M |
-$49.3M |
IGLB, HYG, AMPS, AMT, PLD
|
13F-HR |
8/11/2023, 10:25 AM |
Q1 2023 |
119 |
$441M |
+$145M |
-$80.4M |
+$64.9M |
SHYG, OWL, HYG, AMPS, AMT
|
13F-HR |
5/4/2023, 01:34 PM |
Q4 2022 |
121 |
$372M |
+$72.5M |
-$31.5M |
+$41M |
VCIT, OWL, AMPS, HYG, AMT
|
13F-HR |
2/9/2023, 11:08 AM |
Q3 2022 |
119 |
$333M |
+$14.3M |
-$332M |
-$318M |
AMPS, OWL, HYG, AMT, PLD
|
13F-HR |
11/8/2022, 05:11 PM |
Q2 2022 |
129 |
$668M |
+$34.7M |
-$1.76B |
-$1.73B |
SPY, EFA, EEM, OWL, AMPS
|
13F-HR |
8/11/2022, 10:07 AM |
Q1 2022 |
149 |
$2.83B |
+$994M |
-$13.5M |
+$981M |
SPY, EFA, HYG, EEM, EWC
|
13F-HR |
5/16/2022, 05:19 PM |
Q4 2021 |
70 |
$1.98B |
+$170M |
-$126M |
+$44.3M |
SPY, EFA, EEM, EWC, OWL
|
13F-HR |
2/11/2022, 02:04 PM |
Q3 2021 |
24 |
$1.84B |
+$42.2M |
-$56.1M |
-$13.9M |
SPY, EFA, EEM, OWL, EWC
|
13F-HR |
11/9/2021, 05:58 PM |
Q2 2021 |
20 |
$1.85B |
+$166M |
-$37.5M |
+$128M |
SPY, EFA, EEM, OWL, EWC
|
13F-HR |
8/13/2021, 01:28 PM |
Q1 2021 |
19 |
$1.63B |
+$66.7M |
-$25.6M |
+$41.1M |
SPY, EFA, EEM, EWC, PLG
|
13F-HR |
5/12/2021, 04:53 PM |
Q4 2020 |
14 |
$1.52B |
+$528M |
-$1.64M |
+$526M |
SPY, EFA, EEM, PLG, EWC
|
13F-HR |
2/12/2021, 09:48 AM |
Q3 2020 |
10 |
$855M |
+$101M |
-$3.49M |
+$97.1M |
SPY, EFA, EEM, EWC, PLG
|
13F-HR |
11/12/2020, 06:39 AM |
Q2 2020 |
11 |
$701M |
+$3.21M |
-$490M |
-$487M |
SPY, EFA, EEM, EWC, PLG
|
13F-HR |
8/11/2020, 12:43 PM |
Q1 2020 |
13 |
$1.01B |
+$39.6M |
-$29.3M |
+$10.3M |
SPY, EFA, EEM, EWC, PLG
|
13F-HR |
5/6/2020, 10:26 AM |
Q4 2019 |
13 |
$1.28B |
+$2.99M |
-$146M |
-$143M |
SPY, EFA, EEM, EWC, PLG
|
13F-HR |
1/30/2020, 02:01 PM |
Q3 2019 |
14 |
$1.32B |
+$18.2M |
-$743M |
-$724M |
SPY, EFA, EEM, EWC, PLG
|
13F-HR |
11/6/2019, 10:29 AM |
Q2 2019 |
25 |
$2.05B |
+$110M |
-$590M |
-$480M |
SPY, EFA, EEM, HYG, IGIB
|
13F-HR |
8/8/2019, 03:04 PM |
Q1 2019 |
26 |
$2.48B |
+$562M |
-$1.03B |
-$469M |
SPY, EFA, EEM, MBB, IGSB
|
13F-HR |
5/10/2019, 03:09 PM |
Q4 2018 |
29 |
$2.77B |
+$9.14M |
-$1.72B |
-$1.71B |
SPY, LQD, EFA, ITOT, IGSB
|
13F-HR |
2/13/2019, 06:36 PM |
Q3 2018 |
954 |
$4.8B |
+$1.16B |
-$322M |
+$839M |
SPY, EFA, LQD, ITOT, EEM
|
13F-HR |
11/14/2018, 12:11 PM |
Q2 2018 |
969 |
$3.96B |
+$765M |
-$81.3M |
+$684M |
LQD, ITOT, SPY, SHY, IGSB
|
13F-HR |
8/10/2018, 03:26 PM |
Q1 2018 |
962 |
$3.27B |
+$120M |
-$194M |
-$73.9M |
LQD, ITOT, IEFA, MBB, SHY
|
13F-HR |
5/9/2018, 02:06 PM |
Q4 2017 |
967 |
$3.42B |
+$1.73B |
-$249M |
+$1.48B |
LQD, ITOT, IEFA, MBB, IGSB
|
13F-HR |
2/12/2018, 01:58 PM |
Q3 2017 |
955 |
$1.83B |
+$115M |
-$837M |
-$722M |
DXJ, PVG, VEU, GIGB, ACWI
|
13F-HR |
11/14/2017, 09:43 AM |
Q2 2017 |
960 |
$2.47B |
+$353M |
-$469M |
-$116M |
DXJ, PVG, VEU, AAPL, MSFT
|
13F-HR |
8/11/2017, 03:07 PM |
Q1 2017 |
991 |
$2.56B |
+$209M |
-$548M |
-$339M |
AGG, PVG, SPY, VEU, AAPL
|
13F-HR |
5/12/2017, 12:36 PM |
Q4 2016 |
1,005 |
$2.73B |
+$171M |
-$254M |
-$82.8M |
SPY, AGG, PVG, AAPL, MSFT
|
13F-HR |
2/14/2017, 10:46 AM |
Q3 2016 |
997 |
$2.75B |
+$172M |
-$182M |
-$10.6M |
AGG, SPY, PVG, AAPL, MSFT
|
13F-HR |
11/10/2016, 02:15 PM |
Q2 2016 |
1,025 |
$2.67B |
+$451M |
-$215M |
+$236M |
AGG, SPY, PVG, AAPL, MSFT
|
13F-HR |
8/12/2016, 03:03 PM |
Q1 2016 |
996 |
$2.33B |
+$388M |
-$503M |
-$114M |
VGK, SPY, AAPL, PVG, MSFT
|
13F-HR |
5/6/2016, 08:29 AM |
Q4 2015 |
979 |
$2.41B |
+$652M |
-$876M |
-$224M |
SPY, DXJ, PVG, AAPL, MSFT
|
13F-HR |
2/9/2016, 01:21 PM |
Q3 2015 |
1,041 |
$2.56B |
+$157M |
-$137M |
+$20.3M |
EWJ, SPY, DXJ, PVG, ARCC
|
13F-HR |
11/12/2015, 01:05 PM |
Q2 2015 |
1,039 |
$2.81B |
+$288M |
-$595M |
-$307M |
EWJ, DXJ, SPY, PVG, ARCC
|
13F-HR |
8/11/2015, 10:10 AM |
Q1 2015 |
1,021 |
$3.24B |
+$240M |
-$182M |
+$57.7M |
SPY, EWJ, DXJ, PLG, PVG
|
13F-HR |
5/13/2015, 11:07 AM |
Q4 2014 |
1,024 |
$3.11B |
+$271M |
-$284M |
-$13.4M |
SPY, EWJ, DXJ, PVG, PLG
|
13F-HR |
2/13/2015, 03:11 PM |
Q3 2014 |
1,048 |
$3.06B |
+$280M |
-$244M |
+$36.3M |
SPY, PLG, DXJ, EWJ, PVG
|
13F-HR |
11/14/2014, 01:36 PM |
Q2 2014 |
1,009 |
$3.06B |
+$215M |
-$268M |
-$53.4M |
SPY, VGK, PVG, AAPL, ARCC
|
13F-HR |
8/14/2014, 10:53 AM |
Q1 2014 |
1,015 |
$3.06B |
+$773M |
-$520M |
+$253M |
VGK, SPY, AXXDF, ARCC, AAPL
|
13F-HR |
5/14/2014, 02:18 PM |
Q4 2013 |
1,042 |
$2.77B |
$0 |
$0 |
|
SPY, AXXDF, ARCC, AAPL, XOM
|
13F-HR |
2/13/2014, 03:00 PM |