Q3 2024 |
193 |
$997M |
+$51.2M |
-$36.3M |
+$15M |
QUAL, SCHF, IEI, DGRW, SCHB
|
13F-HR |
10/31/2024, 05:44 PM |
Q2 2024 |
187 |
$931M |
+$21.6M |
-$21.3M |
+$303K |
QUAL, SCHF, IEI, SCHB, DGRW
|
13F-HR |
7/25/2024, 05:05 PM |
Q1 2024 |
188 |
$911M |
+$49.6M |
-$27.7M |
+$21.9M |
QUAL, SCHF, IEI, SCHB, DGRW
|
13F-HR |
4/24/2024, 09:54 AM |
Q4 2023 |
188 |
$844M |
+$50M |
-$30.5M |
+$19.5M |
QUAL, SCHF, IEI, DGRW, SCHB
|
13F-HR |
1/22/2024, 05:12 PM |
Q3 2023 |
182 |
$758M |
+$36.2M |
-$18.9M |
+$17.2M |
QUAL, IEI, SCHF, DGRW, SPY
|
13F-HR |
10/19/2023, 11:51 AM |
Q2 2023 |
187 |
$767M |
+$48M |
-$72.2M |
-$24.2M |
QUAL, IEI, SCHF, DGRW, SPY
|
13F-HR |
7/17/2023, 04:17 PM |
Q1 2023 |
183 |
$761M |
+$18.2M |
-$32.2M |
-$13.9M |
QUAL, IEI, SCHF, SPY, SCHB
|
13F-HR |
4/28/2023, 04:53 PM |
Q4 2022 |
194 |
$737M |
+$50.2M |
-$46.7M |
+$3.43M |
QUAL, IEI, SCHF, SPY, SCHB
|
13F-HR |
1/25/2023, 07:47 AM |
Q3 2022 |
188 |
$689M |
+$28.6M |
-$50.9M |
-$22.3M |
QUAL, IEI, SCHF, SPY, SCHB
|
13F-HR |
10/11/2022, 08:11 PM |
Q2 2022 |
198 |
$758M |
+$30.2M |
-$36.1M |
-$5.84M |
QUAL, IEI, SCHF, BND, SPY
|
13F-HR |
7/21/2022, 09:10 PM |
Q1 2022 |
213 |
$863M |
+$103M |
-$45.7M |
+$57.4M |
QUAL, IEI, SCHF, SPY, BND
|
13F-HR |
5/11/2022, 06:53 PM |
Q4 2021 |
218 |
$872M |
+$47.3M |
-$28.1M |
+$19.2M |
QUAL, IEI, SCHF, SPY, BND
|
13F-HR |
2/14/2022, 12:44 PM |
Q3 2021 |
210 |
$808M |
+$90.5M |
-$37M |
+$53.4M |
QUAL, IEI, SCHF, SPY, BND
|
13F-HR |
11/12/2021, 10:31 AM |
Q2 2021 |
205 |
$764M |
+$41.7M |
-$20.1M |
+$21.6M |
IEI, QUAL, SCHF, SCHB, SPY
|
13F-HR |
7/30/2021, 08:37 PM |
Q1 2021 |
189 |
$709M |
+$54.1M |
-$49M |
+$5.12M |
IEI, QUAL, SCHF, SCHB, SPY
|
13F-HR |
5/12/2021, 12:57 PM |
Q4 2020 |
190 |
$678M |
+$46.8M |
-$44.4M |
+$2.43M |
IEI, QUAL, SCHF, SCHB, SPY
|
13F-HR |
2/5/2021, 05:30 PM |
Q3 2020 |
189 |
$619M |
+$95.3M |
-$24.5M |
+$70.8M |
IEI, QUAL, SPY, SCHF, SCHB
|
13F-HR |
11/13/2020, 05:12 PM |
Q2 2020 |
175 |
$533M |
+$33.1M |
-$25.4M |
+$7.65M |
IEI, SPY, QUAL, SCHF, SCHB
|
13F-HR |
8/5/2020, 07:58 PM |
Q1 2020 |
163 |
$462M |
+$60.1M |
-$49.4M |
+$10.7M |
IEI, SPY, SCHF, BSCL, SCHB
|
13F-HR |
5/7/2020, 06:45 AM |
Q4 2019 |
201 |
$529M |
+$35.7M |
-$21.8M |
+$13.9M |
IEI, SPY, SCHB, BSCL, BSCM
|
13F-HR |
2/7/2020, 05:14 PM |
Q3 2019 |
193 |
$487M |
+$15.7M |
-$29M |
-$13.3M |
IEI, SPY, SCHB, BSCL, SCHF
|
13F-HR |
11/12/2019, 09:41 AM |
Q2 2019 |
199 |
$499M |
+$83.5M |
-$36.8M |
+$46.7M |
SPY, IEI, SCHB, BSCL, SCHF
|
13F-HR |
7/26/2019, 12:23 PM |
Q1 2019 |
183 |
$443M |
+$36.7M |
-$22.9M |
+$13.8M |
SPY, SCHB, VWO, SCHF, BSCL
|
13F-HR |
5/14/2019, 05:03 PM |
Q4 2018 |
182 |
$390M |
+$65.9M |
-$38.5M |
+$27.3M |
SPY, SCHB, SCHF, VWO, BND
|
13F-HR |
2/5/2019, 07:08 AM |
Q3 2018 |
174 |
$409M |
+$31.7M |
-$20.1M |
+$11.6M |
SPY, SCHB, SCHF, VWO, IWM
|
13F-HR |
10/22/2018, 06:54 PM |
Q2 2018 |
172 |
$381M |
+$64.9M |
-$53M |
+$11.9M |
SPY, SCHB, SCHF, VWO, IWM
|
13F-HR |
8/14/2018, 05:17 PM |
Q1 2018 |
166 |
$367M |
+$18.9M |
-$62.2M |
-$43.3M |
SPY, VWO, SCHF, SCHB, IWM
|
13F-HR |
5/2/2018, 03:27 PM |
Q4 2017 |
174 |
$415M |
+$40.5M |
-$33.8M |
+$6.72M |
SPY, VWO, SCHF, IWM, SCHB
|
13F-HR |
2/9/2018, 01:41 PM |
Q3 2017 |
168 |
$390M |
+$37.7M |
-$38.9M |
-$1.19M |
SPY, VWO, SCHF, IWM, AAPL
|
13F-HR |
11/7/2017, 04:30 PM |
Q2 2017 |
163 |
$377M |
+$16.3M |
-$30.1M |
-$13.8M |
SPY, VWO, SCHF, IWM, AAPL
|
13F-HR |
8/9/2017, 02:07 PM |
Q1 2017 |
169 |
$383M |
+$128M |
-$87M |
+$40.6M |
SPY, AAPL, IWM, VWO, SCHF
|
13F-HR |
5/12/2017, 08:29 AM |
Q4 2016 |
160 |
$329M |
+$73.8M |
-$30.4M |
+$43.4M |
SPY, IWM, DIA, EFA, AAPL
|
13F-HR |
2/24/2017, 11:52 AM |
Q3 2016 |
117 |
$278M |
+$27.8M |
-$16.9M |
+$10.9M |
SPY, IWM, DIA, EFA, AAPL
|
13F-HR |
11/14/2016, 11:14 AM |
Q2 2016 |
114 |
$259M |
+$36.7M |
-$37.5M |
-$830K |
SPY, IWM, DIA, EFA, LOW
|
13F-HR |
8/15/2016, 06:42 PM |
Q1 2016 |
108 |
$256M |
+$27.9M |
-$21.8M |
+$6.06M |
SPY, IWM, DIA, EFA, VGSH
|
13F-HR |
5/12/2016, 03:50 PM |
Q4 2015 |
103 |
$245M |
+$53.8M |
-$29.4M |
+$24.4M |
SPY, DIA, IWM, EFA, VGSH
|
13F-HR |
2/8/2016, 09:16 AM |
Q3 2015 |
102 |
$212M |
+$33.3M |
-$62.9M |
-$29.7M |
SPY, IWM, DIA, EFA, AAPL
|
13F-HR |
11/12/2015, 10:01 AM |
Q2 2015 |
105 |
$259M |
+$47.1M |
-$60M |
-$12.9M |
SPY, IWM, DIA, EFA, EEM
|
13F-HR |
8/14/2015, 02:40 PM |
Q1 2015 |
113 |
$274M |
+$66M |
-$41.6M |
+$24.5M |
SPY, IWM, DIA, EFA, EEM
|
13F-HR |
5/12/2015, 03:12 PM |
Q4 2014 |
114 |
$245M |
+$52.5M |
-$20.1M |
+$32.4M |
SPY, IWM, DIA, EFA, EEM
|
13F-HR |
2/13/2015, 06:44 PM |
Q3 2014 |
105 |
$207M |
+$38.1M |
-$24.3M |
+$13.9M |
SPY, IWM, EFA, DIA, EEM
|
13F-HR |
11/12/2014, 04:55 PM |
Q2 2014 |
101 |
$195M |
+$71.3M |
-$82.8M |
-$11.5M |
SPY, IWM, DIA, EFA, EEM
|
13F-HR |
8/13/2014, 03:18 PM |
Q1 2014 |
87 |
$204M |
+$58.4M |
-$77.7M |
-$19.2M |
SPY, IWM, DIA, EFA, EEM
|
13F-HR |
5/15/2014, 07:23 PM |
Q4 2013 |
132 |
$216M |
$0 |
$0 |
|
SPY, IWM, DIA, EFA, EEM
|
13F-HR |
2/14/2014, 11:10 AM |