Q4 2023 |
124 |
$283M |
+$20.7M |
-$24.9M |
-$4.2M |
IVV, AAPL, IBTE, COWZ, QUAL
|
13F-HR |
1/18/2024, 02:20 PM |
Q3 2023 |
120 |
$268M |
+$28.3M |
-$16.3M |
+$12M |
IVV, IBTE, AAPL, IBTD, COWZ
|
13F-HR |
10/19/2023, 08:14 PM |
Q2 2023 |
116 |
$263M |
+$14.9M |
-$28.9M |
-$14M |
IVV, IBTE, IBTD, COWZ, IUSB
|
13F-HR |
7/19/2023, 05:10 PM |
Q1 2023 |
121 |
$270M |
+$18.7M |
-$17.6M |
+$1.08M |
IVV, AAPL, COWZ, IBTD, IBTE
|
13F-HR |
4/24/2023, 11:41 AM |
Q4 2022 |
119 |
$258M |
+$41.1M |
-$38.3M |
+$2.83M |
IVV, COWZ, IBTD, AAPL, IBTE
|
13F-HR |
1/26/2023, 06:56 PM |
Q3 2022 |
104 |
$240M |
+$4.92M |
-$14.6M |
-$9.67M |
IVV, IUSB, AAPL, COWZ, BSV
|
13F-HR |
10/27/2022, 03:13 PM |
Q2 2022 |
120 |
$264M |
+$25.9M |
-$30.7M |
-$4.79M |
IVV, IUSB, AAPL, COWZ, BSV
|
13F-HR |
10/28/2022, 08:47 PM |
Q1 2022 |
123 |
$302M |
+$27.6M |
-$17.1M |
+$10.4M |
IVV, ESGU, AAPL, IUSB, BSV
|
13F-HR |
4/28/2022, 02:05 PM |
Q4 2021 |
119 |
$304M |
+$19.4M |
-$21M |
-$1.59M |
IVV, ESGU, AAPL, BSV, QUAL
|
13F-HR |
2/9/2022, 09:33 PM |
Q3 2021 |
122 |
$289M |
+$11.9M |
-$3.65M |
+$8.24M |
IVV, ESGU, AAPL, GOVT, BSV
|
13F-HR |
11/3/2021, 01:21 PM |
Q2 2021 |
126 |
$289M |
+$30.3M |
-$18.1M |
+$12.2M |
IVV, ESGU, AAPL, GOVT, BSV
|
13F-HR |
8/11/2021, 01:08 PM |
Q1 2021 |
118 |
$265M |
+$18.5M |
-$12.2M |
+$6.37M |
IVV, ESGU, AAPL, BSV, GOVT
|
13F-HR |
4/28/2021, 04:54 PM |
Q4 2020 |
109 |
$252M |
+$13.3M |
-$9.8M |
+$3.52M |
IVV, AAPL, ESGU, BSV, QUAL
|
13F-HR |
2/2/2021, 12:24 PM |
Q3 2020 |
103 |
$230M |
+$26M |
-$2.61M |
+$23.4M |
IVV, BSV, AAPL, QUAL, JPIN
|
13F-HR |
11/9/2020, 04:16 PM |
Q2 2020 |
90 |
$202M |
+$29.5M |
-$24.1M |
+$5.39M |
IVV, BSV, QUAL, AAPL, BIV
|
13F-HR |
7/21/2020, 08:24 PM |
Q1 2020 |
77 |
$175M |
+$11.1M |
-$13.1M |
-$1.98M |
IVV, QUAL, BSV, GOVT, BIV
|
13F-HR |
5/1/2020, 09:06 PM |
Q4 2019 |
89 |
$204M |
+$11.9M |
-$10.6M |
+$1.22M |
IVV, QUAL, BSV, JPIN, GOVT
|
13F-HR |
2/7/2020, 02:38 PM |
Q3 2019 |
90 |
$194M |
+$7.29M |
-$5.74M |
+$1.54M |
IVV, BSV, JPIN, QUAL, BIV
|
13F-HR |
11/12/2019, 09:30 AM |
Q2 2019 |
87 |
$190M |
+$11.2M |
-$4.12M |
+$7.12M |
IVV, BSV, JPIN, QUAL, BIV
|
13F-HR |
8/2/2019, 03:48 PM |
Q1 2019 |
85 |
$178M |
+$21.6M |
-$8.61M |
+$12.9M |
IVV, BSV, JPIN, QUAL, BIV
|
13F-HR |
4/25/2019, 02:05 PM |
Q4 2018 |
80 |
$152M |
+$21.2M |
-$3.59M |
+$17.6M |
IVV, BSV, JPIN, BIV, QUAL
|
13F-HR |
2/14/2019, 12:22 PM |
Q3 2018 |
80 |
$148M |
+$17.7M |
-$7.86M |
+$9.81M |
IVV, BSV, JPIN, BIV, IWM
|
13F-HR |
10/25/2018, 02:23 PM |
Q2 2018 |
81 |
$135M |
+$15.8M |
-$4.02M |
+$11.7M |
IVV, BSV, JPIN, BIV, PG
|
13F-HR |
8/7/2018, 05:39 PM |
Q1 2018 |
76 |
$122M |
+$8.35M |
-$5.89M |
+$2.46M |
IVV, BSV, JPIN, BIV, IWM
|
13F-HR |
5/14/2018, 05:08 PM |
Q4 2017 |
80 |
$122M |
+$6.71M |
-$1.34M |
+$5.37M |
IVV, BSV, JPIN, BIV, IWM
|
13F-HR |
2/12/2018, 03:22 PM |
Q3 2017 |
74 |
$113M |
+$8.13M |
-$13.3M |
-$5.2M |
IVV, BSV, JPIN, BIV, IWM
|
13F-HR |
11/13/2017, 05:27 PM |
Q2 2017 |
95 |
$116M |
+$12.7M |
-$3.61M |
+$9.06M |
IVV, BSV, JPIN, BIV, IWM
|
13F-HR |
8/14/2017, 04:15 PM |
Q1 2017 |
89 |
$105M |
+$9.09M |
-$4.03M |
+$5.06M |
IVV, BSV, JPIN, BIV, IWM
|
13F-HR |
5/15/2017, 04:22 PM |
Q4 2016 |
82 |
$97.7M |
+$5.15M |
-$2.52M |
+$2.63M |
BSV, BIV, JPIN, IVV, IWM
|
13F-HR |
2/13/2017, 04:35 PM |
Q3 2016 |
70 |
$95M |
+$5.83M |
-$3.68M |
+$2.15M |
BSV, BIV, JPIN, IVV, IWM
|
13F-HR |
12/7/2016, 06:45 PM |
Q2 2016 |
70 |
$92.2M |
+$9.15M |
-$9.46M |
-$307K |
BSV, BIV, JPIN, IVV, IWM
|
13F-HR |
8/22/2016, 10:43 AM |
Q1 2016 |
65 |
$90.3M |
+$2.12M |
-$2.81M |
-$691K |
BSV, BIV, VEA, IVV, IWM
|
13F-HR |
8/16/2016, 12:09 PM |
Q4 2015 |
63 |
$89.2M |
$0 |
$0 |
|
BSV, BIV, VEA, IVV, IWM
|
13F-HR |
8/16/2016, 12:05 PM |