Q3 2024 |
308 |
$781M |
+$98.2M |
-$23.7M |
+$74.5M |
SCHD, HEFA, VONG, STIP, VUG
|
13F-HR |
10/9/2024, 05:09 PM |
Q2 2024 |
291 |
$679M |
+$105M |
-$20.9M |
+$84.1M |
SCHD, HEFA, VONG, STIP, VUG
|
13F-HR |
7/15/2024, 03:21 PM |
Q1 2024 |
285 |
$591M |
+$56.5M |
-$33M |
+$23.5M |
SCHD, VONG, STIP, VUG, AAPL
|
13F-HR |
4/17/2024, 06:18 PM |
Q4 2023 |
255 |
$534M |
+$80.5M |
-$56.3M |
+$24.2M |
SCHD, VONG, STIP, VUG, AAPL
|
13F-HR |
1/12/2024, 08:34 PM |
Q3 2023 |
218 |
$468M |
+$34.5M |
-$42.7M |
-$8.22M |
SCHD, VONG, SCHP, VUG, AAPL
|
13F-HR |
10/10/2023, 09:16 PM |
Q2 2023 |
197 |
$495M |
+$26.1M |
-$52.6M |
-$26.6M |
SCHD, VONG, SCHP, VUG, AAPL
|
13F-HR |
7/14/2023, 10:55 AM |
Q1 2023 |
231 |
$499M |
+$37.3M |
-$38M |
-$757K |
SCHD, VONG, SCHP, VUG, AAPL
|
13F-HR |
5/2/2023, 06:21 PM |
Q4 2022 |
229 |
$476M |
+$63.1M |
-$57M |
+$6.16M |
SCHD, VONG, SCHP, VUG, AAPL
|
13F-HR |
1/18/2023, 05:41 PM |
Q3 2022 |
218 |
$443M |
+$30M |
-$30.4M |
-$459K |
SCHP, VONG, VUG, AAPL, SCHE
|
13F-HR |
10/13/2022, 08:04 PM |
Q2 2022 |
225 |
$477M |
+$50.8M |
-$61.4M |
-$10.6M |
SCHP, VONG, VUG, SCHE, AAPL
|
13F-HR |
7/21/2022, 08:54 PM |
Q1 2022 |
229 |
$570M |
+$56.5M |
-$32.9M |
+$23.6M |
VONG, SCHP, VUG, IEF, AAPL
|
13F-HR |
5/2/2022, 05:16 PM |
Q4 2021 |
239 |
$585M |
+$20.4M |
-$46.3M |
-$25.9M |
VONG, SCHP, VUG, AAPL, SCHE
|
13F-HR |
1/25/2022, 06:24 PM |
Q3 2021 |
237 |
$571M |
+$25.3M |
-$12.6M |
+$12.7M |
VONG, SCHP, VUG, SCHE, AAPL
|
13F-HR |
11/2/2021, 08:54 AM |
Q2 2021 |
223 |
$563M |
+$59.4M |
-$12.1M |
+$47.2M |
VONG, SCHP, VUG, SCHE, AAPL
|
13F-HR |
7/15/2021, 04:59 PM |
Q1 2021 |
213 |
$520M |
+$42.6M |
-$41.4M |
+$1.27M |
SCHP, VONG, VUG, SCHE, AAPL
|
13F-HR |
4/19/2021, 09:29 AM |
Q4 2020 |
200 |
$498M |
+$25.9M |
-$23.7M |
+$2.23M |
VONG, SCHP, VUG, AAPL, SCHE
|
13F-HR |
2/4/2021, 03:06 PM |
Q3 2020 |
199 |
$451M |
+$73.4M |
-$49.8M |
+$23.7M |
VONG, SCHP, VUG, AAPL, SCHE
|
13F-HR |
10/28/2020, 08:45 PM |
Q2 2020 |
196 |
$414M |
+$46.1M |
-$67.8M |
-$21.7M |
VONG, VUG, SCHP, SCHE, AAPL
|
13F-HR |
8/11/2020, 04:29 PM |
Q1 2020 |
161 |
$374M |
+$83.6M |
-$91.3M |
-$7.72M |
VUG, VONG, SCHP, SCHE, VEA
|
13F-HR |
4/23/2020, 12:10 PM |
Q4 2019 |
181 |
$442M |
+$40M |
-$23M |
+$17.1M |
AGG, VUG, VEA, SCHE, SCHP
|
13F-HR |
2/10/2020, 02:56 PM |
Q3 2019 |
168 |
$404M |
+$74.6M |
-$35.3M |
+$39.3M |
VEA, VUG, AGG, SCHE, SCHP
|
13F-HR |
10/22/2019, 11:56 AM |
Q2 2019 |
162 |
$362M |
+$37.9M |
-$58.5M |
-$20.6M |
VEA, VUG, SCHE, MINT, SCHP
|
13F-HR |
8/14/2019, 01:52 PM |
Q1 2019 |
171 |
$375M |
+$69.5M |
-$22.7M |
+$46.7M |
VEA, VUG, SCHE, AGG, MINT
|
13F-HR |
5/2/2019, 08:14 PM |
Q4 2018 |
158 |
$296M |
+$47.1M |
-$63.4M |
-$16.3M |
VUG, VEA, AGG, MINT, IVV
|
13F-HR |
2/5/2019, 06:58 AM |
Q3 2018 |
155 |
$347M |
+$33.3M |
-$11.3M |
+$22M |
VUG, VEA, AGG, IVV, AAPL
|
13F-HR |
11/2/2018, 04:05 PM |
Q2 2018 |
142 |
$315M |
+$30.2M |
-$39.8M |
-$9.53M |
VUG, VEA, AGG, IVV, AAPL
|
13F-HR |
7/31/2018, 05:14 PM |
Q1 2018 |
139 |
$322M |
+$22M |
-$32.3M |
-$10.3M |
VUG, VEA, AGG, IVV, MINT
|
13F-HR |
4/20/2018, 02:50 PM |
Q4 2017 |
137 |
$342M |
+$87.9M |
-$12.4M |
+$75.5M |
VUG, VEA, AGG, CBOE, IVV
|
13F-HR |
2/12/2018, 05:09 PM |
Q3 2017 |
139 |
$252M |
+$67.9M |
-$108M |
-$40.3M |
VUG, VEA, CBOE, SCHZ, IVV
|
13F-HR |
11/9/2017, 04:33 PM |
Q2 2017 |
116 |
$284M |
+$37.7M |
-$37M |
+$735K |
VUG, VEA, FTSL, AGG, IVV
|
13F-HR |
8/10/2017, 09:29 AM |
Q1 2017 |
121 |
$278M |
+$30.7M |
-$52M |
-$21.4M |
VUG, VEA, AGG, FTSL, SCHO
|
13F-HR |
5/11/2017, 07:22 PM |
Q4 2016 |
141 |
$286M |
+$18.6M |
-$42.2M |
-$23.6M |
VUG, VEA, AGG, SCHO, DXJ
|
13F-HR |
2/10/2017, 03:53 PM |
Q3 2016 |
142 |
$305M |
+$46.1M |
-$17M |
+$29.1M |
VUG, VEA, DXJ, AGG, SCHO
|
13F-HR |
11/14/2016, 09:03 AM |
Q2 2016 |
129 |
$266M |
+$11.4M |
-$61.6M |
-$50.1M |
VUG, VEA, DXJ, SCHO, AGG
|
13F-HR |
8/11/2016, 09:53 AM |
Q1 2016 |
149 |
$313M |
+$92.4M |
-$29.6M |
+$62.7M |
VUG, VEA, DXJ, AGG, SCHO
|
13F-HR |
5/11/2016, 01:46 PM |
Q4 2015 |
151 |
$255M |
+$51.8M |
-$24M |
+$27.8M |
VUG, DXJ, VEA, AMLP, AGG
|
13F-HR |
2/16/2016, 03:31 PM |
Q3 2015 |
140 |
$217M |
+$27.7M |
-$25.5M |
+$2.18M |
VUG, VEA, DXJ, AGG, TRAK
|
Restatement |
2/16/2016, 03:28 PM |
Q2 2015 |
146 |
$235M |
+$37.7M |
-$12.3M |
+$25.4M |
VUG, DXJ, VEA, VTI, AGG
|
13F-HR |
8/13/2015, 05:10 PM |
Q1 2015 |
151 |
$210M |
+$35.2M |
-$8.92M |
+$26.3M |
VUG, DXJ, VEA, AGG, TRAK
|
13F-HR |
5/12/2015, 06:57 PM |
Q4 2014 |
155 |
$181M |
$0 |
$0 |
|
VUG, DXJ, TRAK, IWB, AAPL
|
13F-HR |
2/17/2015, 03:32 PM |