Q3 2024 |
217 |
$1.96B |
+$265M |
-$360M |
-$94.9M |
VOO, MGK, SJNK, VCLT, VXUS
|
13F-HR |
11/5/2024, 01:31 PM |
Q2 2024 |
212 |
$1.96B |
+$326M |
-$274M |
+$51.7M |
VOO, MGK, SJNK, JNK, VCLT
|
13F-HR |
8/9/2024, 10:28 AM |
Q1 2024 |
220 |
$1.88B |
+$539M |
-$426M |
+$113M |
VOO, SJNK, EWJ, MGK, JNK
|
13F-HR |
5/14/2024, 05:10 PM |
Q4 2023 |
198 |
$1.66B |
+$572M |
-$309M |
+$262M |
VOO, SCHG, VCLT, IWM, SJNK
|
13F-HR |
2/13/2024, 04:30 PM |
Q3 2023 |
183 |
$1.28B |
+$347M |
-$216M |
+$130M |
VOO, SCHG, BKLN, VXUS, VTV
|
13F-HR |
11/9/2023, 08:58 AM |
Q2 2023 |
160 |
$1.19B |
+$332M |
-$429M |
-$96.1M |
VOO, SCHG, EWJ, VXUS, ESGV
|
13F-HR |
8/10/2023, 02:30 PM |
Q1 2023 |
155 |
$1.22B |
+$651M |
-$636M |
+$15.4M |
VOO, VEA, SCHG, VTV, VXUS
|
13F-HR |
5/15/2023, 04:56 PM |
Q4 2022 |
111 |
$1.17B |
+$485M |
-$444M |
+$41.4M |
VTV, VEA, VPL, VOO, EFV
|
13F-HR |
2/14/2023, 04:42 PM |
Q3 2022 |
47 |
$958M |
+$522M |
-$583M |
-$60.6M |
VOO, VTV, HDV, ESGV, SRLN
|
13F-HR |
11/3/2022, 12:00 PM |
Q2 2022 |
110 |
$1.09B |
+$350M |
-$502M |
-$152M |
SPYD, VOO, HDV, JPST, SRLN
|
13F-HR |
8/4/2022, 03:31 PM |
Q1 2022 |
120 |
$1.45B |
+$629M |
-$1.11B |
-$482M |
VOO, SPYD, SRLN, VLUE, EFV
|
13F-HR |
5/16/2022, 04:29 PM |
Q4 2021 |
216 |
$2.01B |
+$361M |
-$173M |
+$188M |
VOO, SRLN, SJNK, FALN, MGK
|
13F-HR |
2/14/2022, 03:49 PM |
Q3 2021 |
241 |
$1.72B |
+$839M |
-$704M |
+$135M |
VOO, FALN, SJNK, SRLN, MGK
|
13F-HR |
11/15/2021, 05:10 PM |
Q2 2021 |
124 |
$1.6B |
+$490M |
-$220M |
+$270M |
IWN, IVLU, SPYV, SJNK, FALN
|
13F-HR |
8/3/2021, 11:47 AM |
Q1 2021 |
115 |
$1.28B |
+$672M |
-$438M |
+$234M |
IWN, SJNK, IWM, SPYV, IVLU
|
13F-HR |
5/17/2021, 04:57 PM |
Q4 2020 |
109 |
$991M |
+$620M |
-$497M |
+$122M |
IWM, SJNK, MGK, VOO, VPL
|
13F-HR |
2/5/2021, 05:52 PM |
Q3 2020 |
100 |
$799M |
+$146M |
-$113M |
+$33.1M |
MGK, VOO, LQD, CMBS, SJNK
|
13F-HR |
11/10/2020, 02:26 PM |
Q2 2020 |
102 |
$704M |
+$463M |
-$183M |
+$281M |
MGK, VOO, LQD, VTWO, HYG
|
13F-HR |
8/13/2020, 02:51 PM |
Q1 2020 |
93 |
$366M |
+$100M |
-$138M |
-$37.3M |
VTI, VOO, MGK, VT, MBB
|
13F-HR |
5/6/2020, 12:41 PM |
Q4 2019 |
85 |
$496M |
+$41.5M |
-$45.6M |
-$4.09M |
VTI, VOO, MSFT, PFF, BKLN
|
13F-HR |
1/29/2020, 02:37 PM |
Q3 2019 |
76 |
$463M |
+$126M |
-$73.5M |
+$53M |
VTI, VOO, SPY, PFF, BKLN
|
13F-HR |
10/31/2019, 06:32 PM |
Q2 2019 |
69 |
$407M |
+$340M |
-$39.8M |
+$300M |
VTI, VTV, VOO, SPY, SJNK
|
13F-HR |
8/9/2019, 01:07 PM |
Q1 2019 |
45 |
$105M |
+$19.7M |
-$38.5M |
-$18.9M |
EWJ, VOO, BKLN, SJNK, PFF
|
13F-HR |
5/9/2019, 12:36 PM |
Q4 2018 |
32 |
$115M |
$0 |
$0 |
|
EWJ, AGG, VOO, EFA, ACWI
|
13F-HR |
2/7/2019, 04:10 PM |