Q3 2024 |
423 |
$2.81B |
+$206M |
-$70M |
+$136M |
SPYG, SPYV, SPDW, SCHM, VGSH
|
13F-HR |
11/12/2024, 09:29 AM |
Q2 2024 |
395 |
$2.54B |
+$271M |
-$171M |
+$101M |
SPYG, SPYV, SCHM, SPDW, XLK
|
13F-HR |
8/21/2024, 03:46 PM |
Q1 2024 |
384 |
$2.44B |
+$501M |
-$349M |
+$152M |
SPYG, SPYV, SCHM, SPDW, VGSH
|
13F-HR |
5/6/2024, 12:23 PM |
Q4 2023 |
345 |
$2.18B |
+$123M |
-$50.9M |
+$71.8M |
SPYG, SPYV, SCHM, SPDW, SCHA
|
13F-HR |
1/23/2024, 03:53 PM |
Q3 2023 |
302 |
$1.94B |
+$137M |
-$72.7M |
+$64M |
SPYG, SPYV, SCHM, VGSH, SPDW
|
13F-HR |
10/18/2023, 04:12 PM |
Q2 2023 |
326 |
$1.95B |
+$323M |
-$10.8M |
+$313M |
SPYG, SPYV, SCHM, VGSH, SPDW
|
13F-HR |
7/25/2023, 11:02 AM |
Q1 2023 |
281 |
$1.57B |
+$131M |
-$37.5M |
+$93.3M |
SPYG, SPYV, SCHM, VGSH, SPDW
|
13F-HR |
5/2/2023, 09:02 AM |
Q4 2022 |
261 |
$1.41B |
+$155M |
-$128M |
+$27.2M |
SPYG, SPYV, SCHM, SCHA, VGSH
|
13F-HR |
1/30/2023, 10:54 AM |
Q3 2022 |
240 |
$1.31B |
+$176M |
-$122M |
+$54.3M |
SPYG, SPYV, SCHM, SCHA, USHY
|
13F-HR |
10/12/2022, 02:35 PM |
Q2 2022 |
246 |
$1.33B |
+$78.2M |
-$87.6M |
-$9.43M |
SPYG, SPYV, SCHM, USHY, SPDW
|
13F-HR |
7/15/2022, 04:08 PM |
Q1 2022 |
265 |
$1.55B |
+$217M |
-$260M |
-$42.8M |
SPYG, SPYV, SCHM, USHY, SPDW
|
13F-HR |
5/2/2022, 04:59 PM |
Q4 2021 |
259 |
$1.72B |
+$1.05B |
-$60M |
+$987M |
SPYG, SPYV, SPAB, SCHM, SPDW
|
13F-HR |
2/4/2022, 02:57 PM |
Q3 2021 |
14 |
$52.7M |
$0 |
$0 |
|
SPYG, SPYV, SPAB, SPDW, SPEM
|
New Holdings |
2/4/2022, 02:55 PM |
Q3 2021 |
238 |
$692M |
+$146M |
-$665M |
-$520M |
XLK, EMB, BKLN, GLDM, PGX
|
13F-HR |
11/9/2021, 03:19 PM |
Q2 2021 |
188 |
$1.22B |
+$227M |
-$52.5M |
+$174M |
SPYG, SPYV, SPAB, SPDW, USHY
|
13F-HR |
8/13/2021, 03:43 PM |
Q1 2021 |
71 |
$415M |
$0 |
$0 |
|
SPAB, SCHP, EMB, BKLN, GLDM
|
New Holdings |
5/20/2021, 11:07 AM |
Q1 2021 |
180 |
$988M |
+$506M |
-$24.3M |
+$482M |
SPYG, SPYV, SPAB, SPDW, SPEM
|
13F-HR |
5/10/2021, 10:59 AM |
Q4 2020 |
107 |
$489M |
+$25.1M |
-$49.8M |
-$24.7M |
SPYG, SPYV, SPDW, SPLG, SPEM
|
13F-HR |
2/16/2021, 04:02 PM |
Q3 2020 |
682 |
$464M |
+$35.9M |
-$28.1M |
+$7.82M |
SPYG, SPYV, SPDW, SPLG, SPEM
|
Restatement |
11/16/2020, 04:47 PM |
Q2 2020 |
113 |
$445M |
+$54.2M |
-$38.5M |
+$15.7M |
SPYG, SPYV, SPDW, SPLG, SPEM
|
13F-HR |
8/14/2020, 03:55 PM |
Q1 2020 |
688 |
$356M |
+$158M |
-$133M |
+$25M |
SPYG, SPYV, SPDW, SPEM, SCHM
|
13F-HR |
4/29/2020, 04:40 PM |
Q4 2019 |
750 |
$411M |
+$42.9M |
-$6.03M |
+$36.8M |
SPDW, SPYV, SPYG, SPLG, SPEM
|
13F-HR |
2/14/2020, 05:05 PM |
Q3 2019 |
870 |
$338M |
+$52.9M |
-$6.82M |
+$46.1M |
SPDW, SPYV, SPYG, SPLG, SPEM
|
13F-HR |
11/13/2019, 03:23 PM |
Q2 2019 |
119 |
$300M |
+$44.3M |
-$26.1M |
+$18.2M |
SPDW, SPYV, SPYG, SPEM, SPSM
|
13F-HR |
8/16/2019, 12:58 PM |
Q1 2019 |
740 |
$276M |
+$58.6M |
-$2.85M |
+$55.7M |
SPDW, SPYV, SPSM, SPYG, SPEM
|
13F-HR |
5/13/2019, 04:29 PM |
Q4 2018 |
96 |
$212M |
+$90.2M |
-$269M |
-$179M |
SPDW, SPYV, SPEM, SPSM, SPMD
|
13F-HR |
2/13/2019, 01:58 PM |
Q3 2018 |
140 |
$387M |
+$51M |
-$38.2M |
+$12.8M |
SPYV, MDYV, SLYV, SPEM, CWB
|
13F-HR |
11/13/2018, 09:17 AM |
Q2 2018 |
139 |
$391M |
+$157M |
-$23M |
+$134M |
SLYV, SPYV, MDYV, SPEM, CWB
|
13F-HR |
8/13/2018, 11:23 AM |
Q1 2018 |
125 |
$289M |
+$47.3M |
-$59.1M |
-$11.8M |
MDYV, SLYV, SPEM, SPAB, EMLP
|
13F-HR |
5/15/2018, 01:11 PM |
Q4 2017 |
127 |
$308M |
+$185M |
-$236M |
-$51.7M |
CWB, SPEM, MDYV, SLYV, EMLP
|
13F-HR |
2/13/2018, 04:02 PM |
Q3 2017 |
120 |
$356M |
+$52.2M |
-$47.5M |
+$4.75M |
VEA, BKLN, JNK, VWO, VUG
|
13F-HR |
11/15/2017, 10:14 AM |
Q2 2017 |
128 |
$345M |
+$61.3M |
-$14M |
+$47.3M |
VEA, BKLN, VWO, IVV, JNK
|
13F-HR |
8/9/2017, 12:45 PM |
Q1 2017 |
138 |
$289M |
+$43.7M |
-$4.39M |
+$39.3M |
VEA, BKLN, JNK, VOE, VCIT
|
13F-HR |
5/12/2017, 03:06 PM |
Q4 2016 |
90 |
$241M |
+$106M |
-$112M |
-$6.08M |
VEA, BKLN, JNK, VOE, VCIT
|
13F-HR |
2/14/2017, 08:17 PM |
Q3 2016 |
99 |
$239M |
+$18.5M |
-$3.82M |
+$14.7M |
IVV, VCSH, VEA, BKLN, VB
|
13F-HR |
10/14/2016, 01:15 PM |
Q2 2016 |
75 |
$218M |
+$26.8M |
-$274K |
+$26.5M |
IVV, VCSH, VEA, VB, VO
|
13F-HR |
8/5/2016, 01:03 PM |
Q1 2016 |
57 |
$187M |
+$35.8M |
-$25.3M |
+$10.5M |
IVV, VCSH, VEA, VB, VO
|
13F-HR |
5/4/2016, 04:02 PM |
Q4 2015 |
54 |
$174M |
+$29.6M |
-$3.05M |
+$26.5M |
IVV, VCIT, VB, VO, BKLN
|
Restatement |
2/5/2016, 01:40 PM |
Q3 2015 |
52 |
$146M |
+$1.67M |
-$1.98M |
-$311K |
IVV, VCIT, VO, VB, VSS
|
13F-HR |
10/30/2015, 09:59 AM |
Q2 2015 |
43 |
$156M |
+$7.09M |
-$2.52M |
+$4.56M |
IVV, VCIT, VB, VO, VSS
|
13F-HR |
7/31/2015, 11:03 AM |
Q1 2015 |
36 |
$154M |
+$45M |
-$36.5M |
+$8.57M |
IVV, VO, VB, VCIT, VSS
|
13F-HR |
4/29/2015, 03:54 PM |
Q4 2014 |
34 |
$143M |
+$1.32M |
-$7.13M |
-$5.81M |
VO, JNK, VB, IVV, VSS
|
13F-HR |
2/13/2015, 02:53 PM |
Q3 2014 |
34 |
$151M |
+$8.33M |
-$25.6K |
+$8.3M |
JNK, VO, VB, IVV, VSS
|
Restatement |
11/7/2014, 04:08 PM |
Q2 2014 |
34 |
$147M |
+$803K |
-$2.88M |
-$2.07M |
JNK, VO, VB, IVV, VSS
|
13F-HR |
8/15/2014, 04:13 PM |
Q1 2014 |
34 |
$144M |
+$21.5M |
-$20.5M |
+$964K |
JNK, VO, VB, IVV, VSS
|
13F-HR |
5/14/2014, 09:17 AM |
Q4 2013 |
33 |
$140M |
$0 |
$0 |
|
JNK, PLW, MBB, VB, VO
|
13F-HR |
2/14/2014, 10:30 AM |