| Q2 2024 |
143 |
$734M |
+$16.8M |
-$15.1M |
+$1.69M |
IVW, SDVY, IVE, DUHP, IJH
|
13F-HR |
7/24/2024, 05:25 PM |
| Q1 2024 |
144 |
$735M |
+$177M |
-$73.1M |
+$104M |
SDVY, IVW, IVE, IJH, DUHP
|
13F-HR |
4/17/2024, 10:37 AM |
| Q4 2023 |
142 |
$708M |
+$34.5M |
-$11.2M |
+$23.3M |
IJH, IVW, IVE, IJR, DFAI
|
13F-HR |
1/23/2024, 02:26 PM |
| Q3 2023 |
127 |
$620M |
+$1.89M |
-$70.3M |
-$68.4M |
IJH, IVW, IVE, IJR, FIXD
|
13F-HR |
11/8/2023, 02:18 PM |
| Q2 2023 |
147 |
$718M |
+$91.4M |
-$85.2M |
+$6.12M |
IJH, IVW, IVE, IJR, FIXD
|
13F-HR |
7/18/2023, 03:25 PM |
| Q1 2023 |
150 |
$687M |
+$85.8M |
-$64.9M |
+$21M |
IJH, IVE, IJR, DUHP, FIXD
|
13F-HR |
4/20/2023, 01:50 PM |
| Q4 2022 |
147 |
$641M |
+$69.4M |
-$49.1M |
+$20.3M |
IJH, IVE, IJR, DUHP, IVW
|
13F-HR |
1/17/2023, 10:57 AM |
| Q3 2022 |
119 |
$576M |
+$73.4M |
-$62.9M |
+$10.5M |
IJH, IVE, IJR, FIXD, IVW
|
13F-HR |
10/11/2022, 09:03 AM |
| Q2 2022 |
106 |
$596M |
+$40.5M |
-$70.6M |
-$30.1M |
IJH, IVE, IJR, FIXD, IVW
|
13F-HR |
7/27/2022, 03:07 PM |
| Q1 2022 |
110 |
$719M |
+$37.6M |
-$29.5M |
+$8.04M |
IJH, IVE, IJR, IVW, FIXD
|
13F-HR |
4/19/2022, 04:31 PM |
| Q4 2021 |
107 |
$748M |
+$30.1M |
-$16M |
+$14.1M |
IJH, IVE, IJR, IVW, FIXD
|
13F-HR |
1/28/2022, 12:03 PM |
| Q3 2021 |
102 |
$699M |
+$49.8M |
-$23.2M |
+$26.7M |
IJH, IVE, IJR, IVW, FIXD
|
13F-HR |
10/27/2021, 10:44 AM |
| Q2 2021 |
107 |
$680M |
+$99.8M |
-$94.7M |
+$5.07M |
IJH, IVE, IJR, IVW, FIXD
|
13F-HR |
7/16/2021, 03:12 PM |
| Q1 2021 |
109 |
$647M |
+$71.8M |
-$61.8M |
+$10M |
IJH, IJR, IVE, IVW, AGG
|
13F-HR |
4/8/2021, 11:08 AM |
| Q4 2020 |
100 |
$598M |
+$108M |
-$17.6M |
+$90.6M |
IJH, IJR, IVW, GSLC, AGG
|
13F-HR |
2/10/2021, 10:34 AM |
| Q3 2020 |
35 |
$14.4M |
$0 |
$0 |
|
IVV, AAPL, AMZN, SPY, RAVI
|
New Holdings |
12/23/2020, 03:06 PM |
| Q3 2020 |
84 |
$485M |
+$36.1M |
-$16.1M |
+$20.1M |
IJH, GSLC, AGG, IVW, FIXD
|
13F-HR |
10/28/2020, 11:54 AM |
| Q2 2020 |
24 |
$9.81M |
$0 |
$0 |
|
SPY, MGK, AMZN, FXH, AAPL
|
New Holdings |
12/23/2020, 03:01 PM |
| Q2 2020 |
76 |
$444M |
+$92.3M |
-$38.4M |
+$54M |
IJH, GSLC, AGG, FIXD, IJR
|
13F-HR |
7/13/2020, 04:01 PM |
| Q1 2020 |
21 |
$8.29M |
$0 |
$0 |
|
IVV, MGK, AMZN, WEC, FAD
|
New Holdings |
12/23/2020, 02:59 PM |
| Q1 2020 |
65 |
$337M |
+$35.7M |
-$104M |
-$68.8M |
IJH, AGG, FIXD, IVW, IJR
|
13F-HR |
4/20/2020, 04:18 PM |
| Q4 2019 |
33 |
$11.3M |
$0 |
$0 |
|
STIP, JPM, QTEC, FAD, WEC
|
New Holdings |
12/23/2020, 02:58 PM |
| Q4 2019 |
87 |
$494M |
+$27.7M |
-$6.54M |
+$21.2M |
IJH, IJR, GSLC, IVE, AGG
|
13F-HR |
2/5/2020, 09:11 AM |
| Q3 2019 |
24 |
$7.3M |
$0 |
$0 |
|
FAD, JPM, WEC, QTEC, AMZN
|
New Holdings |
12/23/2020, 02:04 PM |
| Q3 2019 |
77 |
$462M |
+$121M |
-$82.1M |
+$39M |
IJH, IJR, AGG, GSLC, FIXD
|
13F-HR |
10/22/2019, 02:04 PM |
| Q2 2019 |
19 |
$5.77M |
$0 |
$0 |
|
STIP, JPM, WEC, AMZN, CSB
|
New Holdings |
12/23/2020, 01:59 PM |
| Q2 2019 |
71 |
$414M |
+$15.7M |
-$13.5M |
+$2.26M |
IJH, FIXD, IJR, IVE, IVW
|
13F-HR |
7/19/2019, 09:42 AM |
| Q1 2019 |
23 |
$6.72M |
$0 |
$0 |
|
FTEC, JPM, WEC, AMZN, STIP
|
New Holdings |
12/23/2020, 01:51 PM |
| Q1 2019 |
51 |
$421M |
+$168M |
-$114M |
+$54.5M |
IJH, IVE, IJR, FIXD, IVW
|
13F-HR |
4/25/2019, 02:10 PM |
| Q4 2018 |
26 |
$7.87M |
$0 |
$0 |
|
NEAR, FDT, HYG, JPM, WEC
|
New Holdings |
12/23/2020, 01:48 PM |
| Q4 2018 |
47 |
$343M |
+$17.3M |
-$33.1M |
-$15.8M |
IVW, IVE, GSLC, IEMG, UCON
|
13F-HR |
1/18/2019, 12:27 PM |
| Q3 2018 |
26 |
$8.58M |
$0 |
$0 |
|
SLYG, JPM, HYG, FYX, FYC
|
New Holdings |
12/23/2020, 01:27 PM |
| Q3 2018 |
48 |
$390M |
+$99.6M |
-$95M |
+$4.61M |
IVW, IVE, GSLC, EFG, IEMG
|
13F-HR |
10/19/2018, 03:58 PM |
| Q2 2018 |
24 |
$9.1M |
$0 |
$0 |
|
IGIB, STIP, IWC, IVV, MDYG
|
New Holdings |
12/23/2020, 01:25 PM |
| Q2 2018 |
45 |
$385M |
+$41.7M |
-$18.3M |
+$23.4M |
IEFA, IVW, FBND, IEMG, GSLC
|
13F-HR |
8/2/2018, 03:05 PM |
| Q1 2018 |
22 |
$6.84M |
$0 |
$0 |
|
IGIB, JPM, MDYG, FNY, MDYV
|
New Holdings |
12/23/2020, 01:24 PM |
| Q1 2018 |
41 |
$350M |
+$60.4M |
-$33.4M |
+$27M |
IEFA, IVW, IEMG, FBND, IVE
|
13F-HR |
4/25/2018, 09:30 AM |
| Q4 2017 |
31 |
$11.4M |
$0 |
$0 |
|
BIV, IGIB, IWF, VYM, JPM
|
New Holdings |
12/23/2020, 01:22 PM |
| Q4 2017 |
39 |
$326M |
+$55.2M |
-$44.3M |
+$10.9M |
IEFA, IVW, IEMG, IVE, FBND
|
13F-HR |
1/31/2018, 04:11 PM |
| Q3 2017 |
32 |
$10.4M |
$0 |
$0 |
|
IGIB, IWF, AMAT, JPM, VYM
|
New Holdings |
12/23/2020, 11:26 AM |
| Q3 2017 |
35 |
$299M |
+$23.6M |
-$12.3M |
+$11.4M |
IEFA, IVW, IEMG, IVE, GSLC
|
13F-HR |
11/2/2017, 10:08 AM |
| Q2 2017 |
34 |
$11.1M |
$0 |
$0 |
|
IGIB, IWF, DON, JPM, USMV
|
New Holdings |
12/23/2020, 11:25 AM |
| Q2 2017 |
34 |
$273M |
+$46.7M |
-$38.3M |
+$8.39M |
IEFA, IVW, GSLC, IVE, FBND
|
13F-HR |
8/8/2017, 02:02 PM |
| Q1 2017 |
32 |
$10.6M |
$0 |
$0 |
|
IGIB, DON, ISTB, VYM, JPM
|
New Holdings |
12/23/2020, 10:29 AM |
| Q1 2017 |
31 |
$262M |
+$67.7M |
-$53.1M |
+$14.7M |
IVE, IEFA, USMV, IVW, IJJ
|
13F-HR |
5/3/2017, 02:33 PM |
| Q4 2016 |
31 |
$10.4M |
$0 |
$0 |
|
IGIB, DON, FMB, SCHB, IUSV
|
New Holdings |
12/23/2020, 10:24 AM |
| Q4 2016 |
29 |
$241M |
+$34.7M |
-$28M |
+$6.64M |
IVE, NEAR, USMV, IJJ, IVW
|
13F-HR |
1/27/2017, 11:17 AM |
| Q3 2016 |
33 |
$10.3M |
$0 |
$0 |
|
IGIB, DON, FMB, GNMA, SYK
|
New Holdings |
12/22/2020, 05:03 PM |
| Q3 2016 |
29 |
$233M |
+$55.8M |
-$40.8M |
+$15M |
USMV, NEAR, IVE, FBND, IVW
|
13F-HR |
11/1/2016, 10:20 AM |
| Q2 2016 |
30 |
$9.18M |
$0 |
$0 |
|
ISTB, DON, FMB, GNMA, DTD
|
New Holdings |
12/22/2020, 05:02 PM |
| Q2 2016 |
29 |
$216M |
+$7.7M |
-$723K |
+$6.98M |
USMV, NEAR, IVE, IVW, EFAV
|
13F-HR |
8/3/2016, 10:46 AM |
| Q1 2016 |
27 |
$8.24M |
$0 |
$0 |
|
ISTB, DON, FMB, DTD, RAVI
|
New Holdings |
12/22/2020, 05:01 PM |
| Q1 2016 |
29 |
$204M |
+$59M |
-$27.2M |
+$31.9M |
USMV, NEAR, IVW, IVE, EFAV
|
13F-HR |
5/13/2016, 10:05 AM |
| Q4 2015 |
25 |
$7.31M |
$0 |
$0 |
|
ISTB, ITOT, DTD, FTSM, FMB
|
New Holdings |
12/22/2020, 04:21 PM |
| Q4 2015 |
24 |
$169M |
+$55.8M |
-$40.9M |
+$14.9M |
NEAR, IJH, IVW, IVE, EFAV
|
13F-HR |
2/12/2016, 01:55 PM |
| Q3 2015 |
18 |
$4.65M |
$0 |
$0 |
|
ITOT, IJH, FYX, AAPL, FTC
|
New Holdings |
12/22/2020, 03:15 PM |
| Q3 2015 |
25 |
$149M |
+$15.3M |
-$26.8M |
-$11.5M |
IVW, IVE, EFAV, IJK, IJJ
|
13F-HR |
10/20/2015, 09:15 AM |
| Q2 2015 |
16 |
$4.25M |
$0 |
$0 |
|
IJH, HYLD, ILCB, FMB, FTC
|
New Holdings |
12/22/2020, 03:48 PM |
| Q2 2015 |
25 |
$176M |
+$9M |
-$1.35M |
+$7.65M |
IVE, IVW, EFAV, HYG, IJK
|
13F-HR |
7/29/2015, 01:50 PM |
| Q1 2015 |
17 |
$4.32M |
$0 |
$0 |
|
IJH, HYLD, ILCB, FMB, AAPL
|
New Holdings |
12/18/2020, 10:48 AM |
| Q1 2015 |
23 |
$168M |
+$43.4M |
-$12.7M |
+$30.7M |
IVE, IVW, EFAV, HYG, IJJ
|
13F-HR |
4/23/2015, 02:48 PM |
| Q4 2014 |
8 |
$1.94M |
$0 |
$0 |
|
IWC, AAPL, WECXXXX, COP, VVC
|
New Holdings |
12/18/2020, 10:46 AM |
| Q4 2014 |
19 |
$133M |
+$32.9M |
-$34.6M |
-$1.68M |
IVE, IVW, HYG, EFAV, IJJ
|
13F-HR |
1/30/2015, 10:50 AM |
| Q3 2014 |
5 |
$1.98M |
$0 |
$0 |
|
STIP, COP, IWC, WECXXXX, F
|
New Holdings |
12/22/2020, 03:39 PM |
| Q3 2014 |
19 |
$132M |
+$4.19M |
-$1.28M |
+$2.92M |
FLOT, IVE, EFAV, IVW, HYG
|
13F-HR |
10/24/2014, 12:53 PM |
| Q2 2014 |
6 |
$1.45M |
$0 |
$0 |
|
COP, IWC, WECXXXX, CL, VVC
|
New Holdings |
12/17/2020, 05:33 PM |
| Q2 2014 |
20 |
$133M |
+$23.5M |
-$18.1M |
+$5.33M |
FLOT, EFAV, IVE, HYG, IJJ
|
13F-HR |
7/24/2014, 09:25 AM |
| Q1 2014 |
5 |
$1.19M |
$0 |
$0 |
|
COP, WECXXXX, USMV, JPM, OSK
|
New Holdings |
12/18/2020, 10:50 AM |
| Q1 2014 |
19 |
$124M |
+$21.3M |
-$19.4M |
+$1.97M |
IJT, IJK, IVW, IVE, EFAV
|
13F-HR |
4/22/2014, 09:26 AM |
| Q4 2013 |
4 |
$1.71M |
$0 |
$0 |
|
STIP, COP, JPM, WECXXXX
|
New Holdings |
12/17/2020, 04:50 PM |
| Q4 2013 |
18 |
$120M |
$0 |
$0 |
|
IJJ, FLOT, IVW, IVE, IJK
|
13F-HR |
1/17/2014, 03:42 PM |