Q3 2024 |
167 |
$579M |
+$17.2M |
-$7.45M |
+$9.8M |
IVV, VCIT, IJH, IJR, SCHD
|
13F-HR |
10/23/2024, 03:22 PM |
Q2 2024 |
166 |
$536M |
+$85.3M |
-$3.83M |
+$81.4M |
IVV, VCIT, IJH, IJR, SCHD
|
13F-HR |
8/2/2024, 12:14 PM |
Q1 2024 |
139 |
$454M |
+$54.1M |
-$67.3M |
-$13.2M |
IVV, IJH, VCIT, IJR, SCHD
|
13F-HR |
5/2/2024, 02:16 PM |
Q4 2023 |
153 |
$466M |
+$19.6M |
-$11.3M |
+$8.21M |
IVV, VCIT, IJR, IJH, SCHD
|
13F-HR |
1/22/2024, 12:21 PM |
Q3 2023 |
153 |
$419M |
+$27.1M |
-$14.4M |
+$12.7M |
IVV, VCIT, IJH, IJR, SCHD
|
13F-HR |
11/6/2023, 03:21 PM |
Q2 2023 |
153 |
$422M |
+$6.94M |
-$7.69M |
-$753K |
IVV, VCIT, IJH, IJR, SCHD
|
13F-HR |
7/31/2023, 03:34 PM |
Q1 2023 |
151 |
$407M |
+$120M |
-$14.8M |
+$106M |
IVV, VCIT, IJH, IJR, SCHD
|
13F-HR |
5/8/2023, 04:44 PM |
Q4 2022 |
144 |
$293M |
+$23.5M |
-$50.3M |
-$26.8M |
IVV, IJH, IJR, VWO, SCHD
|
13F-HR |
2/8/2023, 12:33 PM |
Q3 2022 |
741 |
$296M |
+$23.5M |
-$5.9M |
+$17.6M |
IVV, IJH, IJR, VWO, QQQ
|
13F-HR |
11/2/2022, 08:30 AM |
Q2 2022 |
736 |
$299M |
+$22.3M |
-$31.5M |
-$9.25M |
IVV, IJH, IJR, VWO, QQQ
|
13F-HR |
8/2/2022, 10:01 AM |
Q1 2022 |
740 |
$360M |
+$58.8M |
-$36.5M |
+$22.3M |
IVV, IJH, IJR, VWO, QQQ
|
13F-HR |
5/2/2022, 10:46 AM |
Q4 2021 |
749 |
$355M |
+$11M |
-$6.6M |
+$4.37M |
IVV, VWO, QQQ, VNQ, IJH
|
13F-HR |
1/19/2022, 04:36 PM |
Q3 2021 |
829 |
$332M |
+$16.6M |
-$13.9M |
+$2.74M |
IVV, VWO, QQQ, VNQ, IJH
|
13F-HR |
11/9/2021, 01:00 PM |
Q2 2021 |
800 |
$336M |
+$9.19M |
-$8.42M |
+$766K |
IVV, VWO, SGOL, QQQ, VNQ
|
13F-HR |
8/9/2021, 09:21 AM |
Q1 2021 |
798 |
$319M |
+$19.4M |
-$19.3M |
+$142K |
IVV, VWO, SGOL, QQQ, VNQ
|
13F-HR |
4/26/2021, 09:24 AM |
Q4 2020 |
746 |
$307M |
+$21.8M |
-$13.2M |
+$8.57M |
IVV, VWO, SGOL, QQQ, IJH
|
13F-HR |
2/5/2021, 02:39 PM |
Q3 2020 |
730 |
$270M |
+$15.5M |
-$28.8M |
-$13.3M |
IVV, VWO, SGOL, QQQ, LQD
|
13F-HR |
10/23/2020, 04:39 PM |
Q2 2020 |
719 |
$274M |
+$9.7M |
-$24.6M |
-$15M |
IVV, VWO, SGOL, SHV, QQQ
|
13F-HR |
8/11/2020, 01:06 PM |
Q1 2020 |
673 |
$254M |
+$35.7M |
-$31.5M |
+$4.23M |
IVV, IJH, VWO, IJR, SGOL
|
13F-HR |
4/27/2020, 03:32 PM |
Q4 2019 |
668 |
$301M |
+$12.6M |
-$5.84M |
+$6.8M |
IVV, IJH, VWO, IJR, SHV
|
13F-HR |
1/21/2020, 04:48 PM |
Q3 2019 |
688 |
$282M |
+$8.49M |
-$4.16M |
+$4.33M |
IJH, IVV, SHV, BIL, IJR
|
13F-HR |
10/31/2019, 10:42 AM |
Q2 2019 |
674 |
$276M |
+$10.8M |
-$17.4M |
-$6.57M |
IJH, IVV, SHV, BIL, IJR
|
13F-HR |
7/30/2019, 12:11 PM |
Q1 2019 |
655 |
$277M |
+$34.8M |
-$20.8M |
+$14.1M |
SHV, IJH, BIL, IVV, IJR
|
13F-HR |
4/23/2019, 01:35 PM |
Q4 2018 |
630 |
$241M |
+$18.3M |
-$10.7M |
+$7.53M |
IVV, IJH, IJR, VWO, IEF
|
13F-HR |
1/29/2019, 09:58 AM |
Q3 2018 |
667 |
$258M |
+$17.6M |
-$17.5M |
+$43.6K |
IJR, IJH, IVV, VWO, IEF
|
13F-HR |
10/16/2018, 03:39 PM |
Q2 2018 |
648 |
$251M |
+$37.2M |
-$26.5M |
+$10.7M |
IJR, IJH, IVV, VWO, IEF
|
13F-HR |
8/1/2018, 11:53 AM |
Q1 2018 |
645 |
$241M |
+$40.5M |
-$24.6M |
+$15.9M |
IJH, IJR, VWO, IVV, IEF
|
13F-HR |
4/27/2018, 04:12 PM |
Q4 2017 |
627 |
$229M |
+$29.7M |
-$21.4M |
+$8.21M |
IJR, IJH, IVV, VWO, IEF
|
13F-HR |
1/30/2018, 10:53 AM |
Q3 2017 |
630 |
$214M |
+$20.5M |
-$7.26M |
+$13.3M |
IJR, IJH, IVV, VWO, RWO
|
13F-HR |
10/26/2017, 05:32 PM |
Q2 2017 |
595 |
$194M |
+$17M |
-$12.4M |
+$4.55M |
IJH, IVV, IJR, VWO, RWO
|
13F-HR |
8/8/2017, 10:52 AM |
Q1 2017 |
555 |
$187M |
+$24.3M |
-$12M |
+$12.3M |
IVV, IJH, IJR, VWO, RWO
|
13F-HR |
4/26/2017, 05:24 PM |
Q4 2016 |
548 |
$177M |
+$15.8M |
-$18.9M |
-$3.11M |
IVV, IJH, IJR, RWO, IEF
|
13F-HR |
2/8/2017, 04:36 PM |
Q3 2016 |
560 |
$177M |
+$9.93M |
-$18.3M |
-$8.33M |
IJH, IJR, IVV, RWO, IEF
|
13F-HR |
11/3/2016, 11:34 AM |
Q2 2016 |
583 |
$183M |
+$9.71M |
-$12.5M |
-$2.78M |
IJH, RWO, IJR, IVV, IEF
|
13F-HR |
8/1/2016, 10:36 AM |
Q1 2016 |
578 |
$181M |
+$13.1M |
-$56.5M |
-$43.4M |
IJH, IJR, RWO, IEF, IVV
|
13F-HR |
5/5/2016, 04:29 PM |
Q4 2015 |
543 |
$221M |
+$5.14M |
-$2.59M |
+$2.55M |
RWO, IVV, IJH, IJR, IEF
|
13F-HR |
2/1/2016, 03:06 PM |
Q3 2015 |
568 |
$213M |
+$22M |
-$14.5M |
+$7.46M |
IEF, RWO, IVV, IJH, IJR
|
13F-HR |
11/12/2015, 04:35 PM |
Q2 2015 |
564 |
$219M |
+$8.89M |
-$10.8M |
-$1.95M |
IEF, IJR, IVV, IJH, VWO
|
13F-HR |
8/13/2015, 02:04 PM |
Q1 2015 |
592 |
$226M |
+$16.6M |
-$10.1M |
+$6.47M |
IEF, IJH, IJR, RWO, VEA
|
13F-HR |
5/5/2015, 01:35 PM |
Q4 2014 |
542 |
$217M |
+$72.1M |
-$21.2M |
+$50.8M |
IEF, IJR, RWO, IJH, IVV
|
13F-HR |
2/3/2015, 04:39 PM |
Q3 2014 |
576 |
$162M |
+$95.3M |
-$19.5M |
+$75.8M |
TLT, VWO, IVV, RWO, VEA
|
13F-HR |
11/14/2014, 10:17 AM |
Q2 2014 |
579 |
$87.6M |
+$20.9M |
-$55.1M |
-$34.2M |
BOND, XOM, WFC, GE, VZ
|
13F-HR |
8/14/2014, 11:06 AM |
Q1 2014 |
554 |
$120M |
+$4.61M |
-$3.55M |
+$1.05M |
SHY, IGSB, XOM, WFC, GE
|
13F-HR |
5/15/2014, 02:18 PM |
Q4 2013 |
566 |
$118M |
$0 |
$0 |
|
SHY, IGSB, XOM, WFC, GE
|
13F-HR |
2/12/2014, 03:09 PM |