Q3 2024 |
51 |
$283M |
+$6.04M |
-$22.6M |
-$16.5M |
SCHB, EFA, VEA, EEM, VTI
|
13F-HR |
10/23/2024, 09:31 AM |
Q2 2024 |
50 |
$283M |
+$4.94M |
-$1.99M |
+$2.95M |
SCHB, EFA, EEM, VEA, VTI
|
13F-HR |
7/24/2024, 09:12 AM |
Q1 2024 |
49 |
$276M |
+$6.52M |
-$1.36M |
+$5.16M |
SCHB, EFA, EEM, VEA, VTI
|
13F-HR |
4/18/2024, 10:59 AM |
Q4 2023 |
51 |
$251M |
+$6.54M |
-$119M |
-$112M |
SCHB, EFA, EEM, VEA, VTI
|
13F-HR |
1/18/2024, 11:25 AM |
Q3 2023 |
50 |
$335M |
+$8.87M |
-$8.83M |
+$42.9K |
SCHB, EFA, VTEB, BNDX, BSV
|
13F-HR |
10/16/2023, 08:46 AM |
Q2 2023 |
50 |
$347M |
+$403K |
-$4.01M |
-$3.61M |
SCHB, EFA, VTEB, BNDX, BSV
|
13F-HR |
7/12/2023, 08:22 AM |
Q1 2023 |
51 |
$339M |
+$21.7M |
-$4.36M |
+$17.3M |
SCHB, EFA, VTEB, BNDX, BSV
|
13F-HR |
4/26/2023, 08:58 AM |
Q4 2022 |
45 |
$304M |
+$58.8M |
-$6.69M |
+$52.1M |
SCHB, EFA, VTEB, BNDX, BSV
|
13F-HR |
1/26/2023, 10:53 AM |
Q3 2022 |
45 |
$234M |
+$2.37M |
-$1.3M |
+$1.07M |
SCHB, VTEB, EFA, EEM, VTI
|
13F-HR |
10/21/2022, 02:22 PM |
Q2 2022 |
48 |
$251M |
+$46.8M |
-$76.6M |
-$29.8M |
SCHB, EFA, VTEB, EEM, VTI
|
13F-HR |
7/19/2022, 08:00 AM |
Q1 2022 |
51 |
$325M |
+$70.3M |
-$1.91M |
+$68.4M |
SCHB, EFA, BND, BNDX, BSV
|
13F-HR |
4/12/2022, 02:42 PM |
Q4 2021 |
50 |
$342M |
+$18.9M |
-$17M |
+$1.89M |
SCHB, EFA, BND, BNDX, BSV
|
13F-HR |
1/19/2022, 03:15 PM |
Q3 2021 |
49 |
$327M |
+$5.24M |
-$148K |
+$5.1M |
SCHB, EFA, BNDX, BSV, EEM
|
13F-HR |
10/13/2021, 08:49 AM |
Q2 2021 |
49 |
$325M |
+$8.1M |
-$105K |
+$7.99M |
SCHB, EFA, BNDX, BSV, EEM
|
13F-HR |
7/21/2021, 01:22 PM |
Q1 2021 |
48 |
$302M |
+$10.1M |
-$13M |
-$2.89M |
SCHB, EFA, BNDX, BSV, EEM
|
13F-HR |
4/16/2021, 10:08 AM |
Q4 2020 |
46 |
$296M |
+$15.7M |
-$9.9M |
+$5.78M |
SCHB, EFA, BNDX, BSV, EEM
|
13F-HR |
1/13/2021, 08:14 AM |
Q3 2020 |
35 |
$263M |
+$2.1M |
-$70.2K |
+$2.03M |
SCHB, EFA, BNDX, BSV, EEM
|
13F-HR |
10/16/2020, 08:16 AM |
Q2 2020 |
32 |
$248M |
+$1.81M |
-$913K |
+$899K |
SCHB, EFA, BNDX, BSV, EEM
|
13F-HR |
7/14/2020, 08:28 AM |
Q1 2020 |
26 |
$218M |
+$59.8M |
-$54.7M |
+$5.06M |
SCHB, EFA, BNDX, BSV, EEM
|
13F-HR |
4/13/2020, 08:19 AM |
Q4 2019 |
33 |
$250M |
+$821K |
-$215K |
+$607K |
SCHB, VEA, BNDX, BSV, VWO
|
13F-HR |
1/15/2020, 02:25 PM |
Q3 2019 |
30 |
$238M |
+$1.65M |
-$2.25M |
-$593K |
SCHB, VEA, BNDX, BSV, VWO
|
13F-HR |
10/8/2019, 09:47 AM |
Q2 2019 |
29 |
$237M |
+$1.24M |
-$335K |
+$903K |
SCHB, VEA, BNDX, BSV, VWO
|
13F-HR |
7/9/2019, 12:58 PM |
Q1 2019 |
27 |
$231M |
+$11.2M |
-$7.23M |
+$3.97M |
SCHB, VEA, BNDX, BSV, VWO
|
13F-HR |
4/8/2019, 12:10 PM |
Q4 2018 |
27 |
$208M |
+$38.9M |
-$60.1M |
-$21.2M |
SCHB, VEA, BNDX, BSV, VWO
|
13F-HR |
1/11/2019, 03:06 PM |
Q3 2018 |
24 |
$251M |
+$38.3M |
-$36.8M |
+$1.52M |
SCHB, VEA, BND, MUB, BNDX
|
13F-HR |
10/15/2018, 09:30 AM |
Q2 2018 |
23 |
$244M |
+$1.43M |
-$2.05M |
-$618K |
SCHB, VEA, MUB, BNDX, BSV
|
13F-HR |
7/18/2018, 09:22 AM |
Q1 2018 |
23 |
$244M |
+$2.2M |
-$129K |
+$2.07M |
SCHB, VEA, MUB, BNDX, BSV
|
13F-HR |
4/11/2018, 09:18 AM |
Q4 2017 |
22 |
$245M |
+$40.3M |
-$31.6M |
+$8.71M |
SCHB, VEA, MUB, BNDX, BSV
|
13F-HR |
1/11/2018, 11:01 AM |
Q3 2017 |
22 |
$227M |
+$2.56M |
-$4.97M |
-$2.42M |
SCHB, VEA, BNDX, BSV, VWO
|
13F-HR |
10/11/2017, 10:26 AM |
Q2 2017 |
21 |
$221M |
+$4.38M |
-$5.47M |
-$1.09M |
SCHB, VEA, BNDX, BSV, VWO
|
13F-HR |
7/7/2017, 07:59 AM |
Q1 2017 |
22 |
$217M |
+$19M |
-$186K |
+$18.8M |
SCHB, VEA, BNDX, VWO, BSV
|
13F-HR |
4/5/2017, 01:15 PM |
Q4 2016 |
19 |
$188M |
+$17.4M |
-$3.43M |
+$14M |
SCHB, VEA, BNDX, VWO, BSV
|
13F-HR |
1/12/2017, 12:08 PM |
Q3 2016 |
19 |
$174M |
+$4.96M |
-$21.8M |
-$16.9M |
SCHB, VEA, BNDX, BSV, VWO
|
13F-HR |
10/11/2016, 01:47 PM |
Q2 2016 |
20 |
$185M |
+$10.4M |
-$443K |
+$9.94M |
SCHB, VEA, MUB, BNDX, BSV
|
13F-HR |
7/13/2016, 10:36 AM |
Q1 2016 |
21 |
$172M |
+$140M |
-$124M |
+$15.8M |
SCHB, VEA, MUB, BNDX, BSV
|
13F-HR |
4/11/2016, 01:28 PM |
Q4 2015 |
42 |
$154M |
+$45.4M |
-$43.4M |
+$2.04M |
SCHB, FNDX, SCHM, RSP, SHY
|
13F-HR |
1/15/2016, 12:09 PM |
Q3 2015 |
32 |
$150M |
+$76.1M |
-$98.6M |
-$22.4M |
SHY, FNDX, SCHB, SCHM, FV
|
13F-HR |
10/9/2015, 03:00 PM |
Q2 2015 |
43 |
$183M |
+$7.48M |
-$8.9M |
-$1.42M |
SCHX, SCHB, SCHM, FV, AGG
|
13F-HR |
7/8/2015, 11:10 AM |
Q1 2015 |
39 |
$185M |
+$116M |
-$89.6M |
+$26.3M |
SCHB, SCHX, SCHM, FV, AGG
|
13F-HR |
4/22/2015, 09:08 AM |
Q4 2014 |
36 |
$159M |
+$50.6M |
-$96.3M |
-$45.7M |
SCHB, VIG, JNJ, VCSH, XLY
|
13F-HR |
1/21/2015, 08:24 AM |
Q3 2014 |
30 |
$197M |
+$42.3M |
-$33.8M |
+$8.52M |
SCHB, VIG, XLP, XLF, IYH
|
13F-HR |
10/23/2014, 09:03 AM |
Q2 2014 |
32 |
$192M |
+$78.2M |
-$47.6M |
+$30.7M |
SCHB, VIG, JNJ, IYH, IDU
|
13F-HR |
7/9/2014, 01:22 PM |
Q1 2014 |
29 |
$153M |
+$54M |
-$60.5M |
-$6.49M |
SHV, SCHB, IYE, IYW, XLF
|
13F-HR |
4/10/2014, 01:58 PM |
Q4 2013 |
40 |
$157M |
$0 |
$0 |
|
SCHB, JNJ, IYJ, IYW, XLY
|
13F-HR |
1/15/2014, 09:02 AM |