| Q2 2024 |
198 |
$990M |
+$55.9M |
-$29M |
+$26.9M |
IVW, IVV, JHMM, SYLD, XMHQ
|
13F-HR |
7/10/2024, 05:53 PM |
| Q1 2024 |
201 |
$969M |
+$94.3M |
-$61.4M |
+$32.8M |
IVW, IVV, JHMM, SYLD, XMHQ
|
13F-HR |
4/24/2024, 02:17 PM |
| Q4 2023 |
185 |
$871M |
+$259M |
-$296M |
-$36.2M |
IVW, IVV, IVE, JHMM, SYLD
|
13F-HR |
1/17/2024, 01:48 PM |
| Q3 2023 |
175 |
$823M |
+$42.4M |
-$7.69M |
+$34.8M |
IVW, IVV, IJH, IVE, IJK
|
13F-HR |
10/11/2023, 01:11 PM |
| Q2 2023 |
170 |
$824M |
+$187M |
-$68.6M |
+$119M |
IVW, IVV, IJH, IVE, IJK
|
13F-HR |
7/10/2023, 01:39 PM |
| Q1 2023 |
167 |
$671M |
+$160M |
-$43.1M |
+$117M |
IVV, IJH, IVE, IVW, AVUS
|
13F-HR |
4/11/2023, 04:13 PM |
| Q4 2022 |
154 |
$530M |
+$32.3M |
-$9.06M |
+$23.2M |
IJH, IVE, IVW, AVUS, SYLD
|
13F-HR |
2/14/2023, 02:21 PM |
| Q3 2022 |
140 |
$475M |
+$168M |
-$18.1M |
+$150M |
IJH, IVW, IVE, SPD, AVUS
|
13F-HR |
10/24/2022, 04:40 PM |
| Q2 2022 |
130 |
$342M |
+$12.6M |
-$34.9M |
-$22.3M |
IJH, IVE, CMDY, SYLD, VIG
|
13F-HR |
7/25/2022, 03:37 PM |
| Q1 2022 |
137 |
$432M |
+$43.3M |
-$178M |
-$135M |
IJH, CMDY, IVE, IVV, SYLD
|
13F-HR |
5/16/2022, 07:34 AM |
| Q4 2021 |
146 |
$586M |
+$67.8M |
-$27M |
+$40.8M |
IJH, CMDY, IVV, SYLD, IVW
|
13F-HR |
1/31/2022, 11:06 AM |
| Q3 2021 |
135 |
$513M |
+$42.9M |
-$38.6M |
+$4.35M |
IJH, SYLD, IVV, MOAT, IVW
|
13F-HR |
10/20/2021, 01:55 PM |
| Q2 2021 |
142 |
$519M |
+$37.2M |
-$6.29M |
+$30.9M |
IJH, IEFA, SYLD, MOAT, IVV
|
13F-HR |
8/10/2021, 05:15 PM |
| Q1 2021 |
139 |
$463M |
+$103M |
-$233M |
-$129M |
IJH, IEFA, SYLD, MOAT, IVV
|
13F-HR |
7/8/2021, 09:59 AM |
| Q4 2020 |
135 |
$558M |
$0 |
$0 |
|
ACWI, SCHG, SCHX, SCHV, IVV
|
13F-HR |
7/8/2021, 09:59 AM |