Q3 2021 |
21 |
$301M |
+$25.9M |
-$19.7M |
+$6.25M |
IVV, VMBS, QQQ, VOO, VEA
|
13F-HR |
10/5/2021, 12:31 PM |
Q2 2021 |
22 |
$298M |
+$29.8M |
-$9.74M |
+$20M |
IVV, QQQ, VMBS, VOO, VEA
|
13F-HR |
7/15/2021, 03:12 PM |
Q1 2021 |
22 |
$112M |
$0 |
$0 |
|
VOO, VMBS, VEA, SPIB, XSOE
|
13F-HR |
4/5/2021, 09:50 AM |
Q4 2020 |
22 |
$256M |
+$47.1M |
-$92.6M |
-$45.5M |
IVV, FLOT, QQQ, VMBS, VEU
|
13F-HR |
1/5/2021, 11:25 AM |
Q3 2020 |
22 |
$226M |
+$14.7M |
-$9.23M |
+$5.43M |
IVV, VOO, QQQ, VEA, VMBS
|
13F-HR |
10/9/2020, 10:52 AM |
Q2 2020 |
23 |
$209M |
+$27.6M |
-$24.1M |
+$3.42M |
IVV, VOO, VEA, QQQ, VMBS
|
13F-HR |
7/13/2020, 11:37 AM |
Q1 2020 |
22 |
$181M |
+$52.3M |
-$46.7M |
+$5.65M |
IVV, VOO, VEA, XSOE, FLOT
|
13F-HR |
4/13/2020, 11:56 AM |
Q4 2019 |
19 |
$203M |
+$4.18M |
-$2.41M |
+$1.77M |
VOO, VEA, VWO, SCHX, FLOT
|
13F-HR |
1/6/2020, 10:36 AM |
Q3 2019 |
20 |
$191M |
+$13.8M |
-$11.9M |
+$1.96M |
VOO, VEA, SCHX, VWO, FLOT
|
13F-HR |
10/2/2019, 09:45 AM |
Q2 2019 |
20 |
$167M |
+$8.39M |
-$7.88M |
+$510K |
VWO, FLOT, VOO, SCHX, VMBS
|
13F-HR |
7/9/2019, 09:31 AM |
Q1 2019 |
20 |
$194M |
+$29.5M |
-$26.8M |
+$2.68M |
VEA, FLOT, VOO, VWO, SCHX
|
13F-HR |
4/11/2019, 11:04 AM |
Q4 2018 |
21 |
$993K |
$0 |
$0 |
|
FLOT, SPIB, BCI, FLTR, SCHX
|
13F-HR |
1/8/2019, 11:50 AM |
Q3 2018 |
15 |
$213M |
+$30.2M |
-$33M |
-$2.74M |
VEA, VOO, FLOT, IJH, XSOE
|
13F-HR |
10/25/2018, 02:51 PM |
Q2 2018 |
16 |
$212M |
+$10.4M |
-$10.5M |
-$141K |
VEA, FLOT, VOO, IJH, IJR
|
13F-HR |
7/17/2018, 01:51 PM |
Q1 2018 |
16 |
$212M |
+$57M |
-$56.2M |
+$818K |
VEA, FLOT, VOO, IJH, VWO
|
13F-HR |
4/13/2018, 10:49 AM |
Q4 2017 |
19 |
$213M |
+$15M |
-$10.4M |
+$4.65M |
VEA, VOO, IFGL, IJH, FLOT
|
13F-HR |
4/13/2018, 11:23 AM |
Q3 2017 |
19 |
$199M |
+$23.3M |
-$20.1M |
+$3.18M |
VEA, VOO, FLOT, IFGL, IGSB
|
13F-HR |
4/13/2018, 10:41 AM |
Q2 2017 |
22 |
$196M |
+$28.8M |
-$767K |
+$28M |
VEA, VOO, FLOT, IGSB, IFGL
|
13F-HR |
4/13/2018, 10:36 AM |
Q1 2017 |
18 |
$162M |
+$34.1M |
-$14.9M |
+$19.2M |
VOO, VEA, FLOT, IGSB, IFGL
|
Restatement |
4/13/2018, 11:36 AM |
Q4 2016 |
19 |
$152M |
+$34.3M |
-$32.2M |
+$2.04M |
VOO, VEA, FLOT, IGSB, IJH
|
13F-HR |
4/13/2018, 10:28 AM |
Q3 2016 |
15 |
$134M |
+$14.7M |
-$1.1M |
+$13.6M |
VEA, VOO, IJH, DBEU, FLOT
|
Restatement |
4/16/2018, 09:38 AM |
Q2 2016 |
15 |
$115M |
+$15.2M |
-$9.66M |
+$5.59M |
VEA, VOO, IJH, DBEU, IGSB
|
13F-HR |
4/13/2018, 10:14 AM |
Q1 2016 |
16 |
$115M |
+$115M |
-$107M |
+$8.36M |
VEA, VOO, IJH, DBEU, IJR
|
13F-HR |
4/13/2018, 10:08 AM |
Q4 2015 |
9 |
$107M |
$0 |
$0 |
|
QQQ, DIA, XLK, DXJ, HEDJ
|
13F-HR |
4/13/2018, 10:02 AM |
Q4 2013 |
10 |
$122M |
$0 |
$0 |
|
SPY, QQQ, DIA, XLY, EWG
|
13F-HR |
4/12/2018, 01:23 PM |