Q3 2024 |
53 |
$507M |
+$24.3M |
-$1.79M |
+$22.5M |
SCHP, BNDX, USIG, MBB, VTI
|
13F-HR |
10/28/2024, 03:14 PM |
Q2 2024 |
27 |
$463M |
+$13.8M |
-$4.52M |
+$9.29M |
SCHP, BNDX, USIG, MBB, VTI
|
13F-HR |
7/18/2024, 12:06 PM |
Q1 2024 |
29 |
$452M |
+$22M |
-$5.76M |
+$16.2M |
SCHP, BNDX, USIG, MBB, VTI
|
13F-HR |
5/6/2024, 11:02 AM |
Q4 2023 |
27 |
$426M |
+$14M |
-$11.4M |
+$2.57M |
SCHP, USIG, BNDX, MBB, VTI
|
13F-HR |
2/2/2024, 09:52 AM |
Q3 2023 |
28 |
$398M |
+$9.92M |
-$23.4M |
-$13.5M |
SCHP, BNDX, USIG, MBB, VTI
|
13F-HR |
10/26/2023, 06:57 PM |
Q2 2023 |
32 |
$426M |
+$6.31M |
-$7.54M |
-$1.23M |
SCHP, BNDX, USIG, MBB, VTI
|
13F-HR |
8/3/2023, 02:03 PM |
Q1 2023 |
32 |
$424M |
+$18.2M |
-$2.07M |
+$16.2M |
SCHP, BNDX, USIG, MBB, STIP
|
13F-HR |
4/14/2023, 02:04 PM |
Q4 2022 |
32 |
$403M |
+$18.7M |
-$15.5M |
+$3.23M |
SCHP, USIG, BNDX, MBB, STIP
|
13F-HR |
2/1/2023, 06:47 PM |
Q3 2022 |
43 |
$389M |
+$24.4M |
-$9.95M |
+$14.4M |
SCHP, BNDX, USIG, MBB, STIP
|
13F-HR |
11/7/2022, 12:23 PM |
Q2 2022 |
47 |
$396M |
+$113M |
-$55.6M |
+$57.2M |
SCHP, BNDX, USIG, MBB, STIP
|
13F-HR |
8/4/2022, 12:58 PM |
Q1 2022 |
43 |
$374M |
+$98.6M |
-$48M |
+$50.6M |
BNDX, SCHZ, SCHP, USIG, MBB
|
13F-HR |
5/18/2022, 09:47 AM |
Q4 2021 |
43 |
$352M |
+$38.8M |
-$1.42M |
+$37.4M |
BNDX, SCHZ, BIV, VTI, MTUM
|
13F-HR |
2/11/2022, 10:59 AM |
Q3 2021 |
44 |
$307M |
+$13.2M |
-$526K |
+$12.7M |
BNDX, SCHZ, VTI, SCHP, MTUM
|
13F-HR |
11/9/2021, 09:08 AM |
Q2 2021 |
44 |
$296M |
+$17.4M |
-$2.22M |
+$15.2M |
BNDX, SCHZ, VTI, STIP, SCHP
|
13F-HR |
7/29/2021, 12:39 PM |
Q1 2021 |
42 |
$272M |
+$8.28M |
-$4.83M |
+$3.45M |
BNDX, SCHZ, VTI, STIP, SCHP
|
13F-HR |
5/14/2021, 06:41 PM |
Q4 2020 |
43 |
$268M |
+$16.4M |
-$3.36M |
+$13M |
BNDX, SCHZ, VTI, STIP, SCHP
|
13F-HR |
2/24/2021, 02:10 PM |
Q3 2020 |
37 |
$244M |
+$9.69M |
-$5.28M |
+$4.4M |
BNDX, SCHZ, STIP, SCHX, VTI
|
13F-HR |
11/6/2020, 08:27 AM |
Q2 2020 |
36 |
$233M |
+$13.7M |
-$8.6M |
+$5.14M |
BNDX, SCHZ, VOO, SCHX, BIV
|
13F-HR |
8/12/2020, 11:32 AM |
Q1 2020 |
34 |
$210M |
+$7.57M |
-$18.6M |
-$11M |
BNDX, SCHZ, VOO, SCHX, BIV
|
13F-HR |
5/7/2020, 08:21 AM |
Q4 2019 |
40 |
$237M |
+$14.2M |
-$10.8M |
+$3.41M |
BNDX, SCHZ, VOO, SCHX, BIV
|
13F-HR |
2/12/2020, 02:35 PM |
Q3 2019 |
35 |
$232M |
+$10.4M |
-$16.6M |
-$6.2M |
SCHZ, BNDX, VOO, BIV, SCHX
|
13F-HR |
10/28/2019, 10:34 AM |
Q2 2019 |
33 |
$234M |
+$8.67M |
-$1.67M |
+$7M |
SCHZ, BNDX, VOO, BIV, SCHX
|
13F-HR |
8/7/2019, 10:51 AM |
Q1 2019 |
32 |
$221M |
+$5.92M |
-$2.54M |
+$3.38M |
SCHZ, BNDX, VOO, BIV, SCHX
|
13F-HR |
5/1/2019, 10:34 AM |
Q4 2018 |
30 |
$206M |
+$21.1M |
-$22.7M |
-$1.52M |
SCHZ, BNDX, BIV, VOO, SCHX
|
13F-HR |
2/6/2019, 10:13 AM |
Q3 2018 |
29 |
$216M |
+$9.06M |
-$6.05M |
+$3.01M |
SCHZ, BNDX, VOO, BND, SCHX
|
13F-HR |
10/29/2018, 12:06 PM |
Q2 2018 |
30 |
$211M |
+$13.2M |
-$12.7M |
+$507K |
SCHZ, BNDX, VOO, AGG, BND
|
13F-HR |
8/7/2018, 02:28 PM |
Q1 2018 |
31 |
$210M |
+$16.9M |
-$682K |
+$16.2M |
SCHZ, BNDX, AGG, VOO, BND
|
13F-HR |
5/11/2018, 01:49 PM |
Q4 2017 |
29 |
$196M |
+$14.7M |
-$1.97M |
+$12.7M |
SCHZ, BNDX, AGG, VOO, BND
|
13F-HR |
2/13/2018, 10:24 AM |
Q3 2017 |
27 |
$181M |
+$24.1M |
-$4.2M |
+$19.9M |
SCHZ, BNDX, VOO, BND, AGG
|
13F-HR |
11/1/2017, 11:15 AM |
Q2 2017 |
26 |
$160M |
+$5.68M |
-$2.9M |
+$2.78M |
SCHZ, BNDX, VOO, BND, VTIP
|
13F-HR |
8/11/2017, 03:36 PM |
Q1 2017 |
26 |
$155M |
+$9.72M |
-$976K |
+$8.74M |
SCHZ, BNDX, VOO, BND, VTIP
|
13F-HR |
5/4/2017, 02:44 PM |
Q4 2016 |
26 |
$145M |
+$5.23M |
-$2.84M |
+$2.39M |
SCHZ, BNDX, VOO, BND, VTIP
|
13F-HR |
2/6/2017, 11:45 AM |
Q3 2016 |
78 |
$145M |
+$3.84M |
-$2.78M |
+$1.05M |
SCHZ, BNDX, VOO, BND, VTIP
|
13F-HR |
11/14/2016, 09:26 AM |
Q2 2016 |
84 |
$143M |
+$4.46M |
-$1.19M |
+$3.28M |
SCHZ, BNDX, VOO, BND, VTIP
|
13F-HR |
8/11/2016, 12:08 PM |
Q1 2016 |
78 |
$137M |
+$6.21M |
-$3.72M |
+$2.49M |
SCHZ, BNDX, VOO, BND, VTIP
|
13F-HR |
5/13/2016, 01:43 PM |
Q4 2015 |
83 |
$131M |
+$5.03M |
-$2.19M |
+$2.83M |
SCHZ, BNDX, BND, VOO, VTIP
|
13F-HR |
2/12/2016, 02:50 PM |
Q3 2015 |
74 |
$128M |
+$12.8M |
-$4.83M |
+$7.97M |
SCHZ, BNDX, BND, VOO, VTIP
|
13F-HR |
11/6/2015, 10:33 AM |
Q2 2015 |
71 |
$121M |
+$19.5M |
-$5.8M |
+$13.7M |
SCHZ, BNDX, BND, VTIP, VTI
|
13F-HR |
8/24/2015, 06:40 PM |
Q1 2015 |
33 |
$110M |
+$21.5M |
-$10.7M |
+$10.9M |
SCHZ, BNDX, VTIP, BND, VTI
|
13F-HR |
5/13/2015, 07:55 PM |
Q4 2014 |
72 |
$97.9M |
+$8.71M |
-$30.3M |
-$21.6M |
BNDX, SCHZ, VTIP, BND, VTI
|
13F-HR |
2/13/2015, 10:24 AM |
Q3 2014 |
71 |
$114M |
$0 |
$0 |
|
BNDX, SCHZ, VTIP, BND, VWOB
|
13F-HR |
11/21/2014, 02:07 PM |