| Q4 2025 |
6 |
$1,562,500,567 |
+$5,511,310 |
-$186,998,722 |
-$181,487,412 |
IVV, ONEV, ONEY, IAUM, ONEO
|
13F-HR |
12 Feb 2026, 15:42 |
| Q3 2025 |
7 |
$1,668,024,608 |
+$79,780 |
-$116,463,684 |
-$116,383,904 |
IVV, ONEV, ONEY, IAUM, ONEO
|
13F-HR |
10 Nov 2025, 16:54 |
| Q2 2025 |
10 |
$1,685,524,542 |
+$286,605,850 |
-$5,820,937,149 |
-$5,534,331,299 |
IVV, ONEV, ONEY, IAUM, USHY
|
13F-HR |
14 Aug 2025, 14:42 |
| Q1 2025 |
474 |
$7,116,676,187 |
+$1,715,633,499 |
-$1,402,195,978 |
+$313,437,521 |
VOO, IEFA, IVV, QQQ, IWN
|
13F-HR |
14 May 2025, 12:07 |
| Q4 2024 |
470 |
$6,737,630,553 |
+$742,849,310 |
-$633,556,237 |
+$109,293,073 |
IVV, IWD, USMV, SPLV, VOO
|
13F-HR |
14 Jan 2025, 16:31 |
| Q3 2024 |
475 |
$6,829,546,543 |
+$154,851,685 |
-$332,633,886 |
-$177,782,201 |
IVV, IWD, USMV, ONEV, ONEY
|
13F-HR |
22 Oct 2024, 14:23 |
| Q2 2024 |
475 |
$6,683,174,463 |
+$486,803,009 |
-$840,523,169 |
-$353,720,160 |
IVV, IWD, USMV, ONEV, ONEY
|
13F-HR |
07 Aug 2024, 18:02 |
| Q1 2024 |
486 |
$6,791,309,031 |
+$931,869,854 |
-$569,014,987 |
+$362,854,867 |
IVV, ONEV, ONEY, IWD, USMV
|
13F-HR |
09 Apr 2024, 13:56 |
| Q4 2023 |
446 |
$6,065,546,784 |
+$459,504,069 |
-$216,004,972 |
+$243,499,097 |
IVV, ONEV, ONEY, USMV, VWO
|
13F-HR |
01 Feb 2024, 17:50 |
| Q3 2023 |
408 |
$5,313,170,225 |
+$832,669,014 |
-$403,869,629 |
+$428,799,385 |
IVV, ONEV, ONEY, USMV, IEFA
|
13F-HR |
31 Oct 2023, 18:40 |
| Q2 2023 |
399 |
$5,086,439,219 |
+$937,643,321 |
-$2,217,647,289 |
-$1,280,003,968 |
USMV, IEFA, IWO, ONEV, ONEY
|
13F-HR |
31 Jul 2023, 14:58 |
| Q4 2022 |
414 |
$6,132,603,000 |
+$1,022,613,186 |
-$1,066,112,916 |
-$43,499,730 |
IAUM, IEFA, IWO, ONEY, ONEV
|
13F-HR |
08 Feb 2023, 16:56 |
| Q3 2022 |
418 |
$5,580,633,000 |
+$608,109,361 |
-$1,620,189,037 |
-$1,012,079,676 |
IAUM, IWO, IWM, IEFA, ONEY
|
13F-HR |
31 Oct 2022, 18:18 |
| Q2 2022 |
406 |
$7,007,391,000 |
+$2,508,798,529 |
-$767,281,053 |
+$1,741,517,476 |
IAUM, IEFA, HYG, USHY, ONEY
|
13F-HR |
09 Aug 2022, 10:24 |
| Q1 2022 |
356 |
$6,020,177,000 |
+$1,140,007,727 |
-$656,642,895 |
+$483,364,832 |
IWD, IAUM, IEFA, IWN, ONEY
|
13F-HR |
26 Apr 2022, 13:27 |
| Q4 2021 |
339 |
$5,468,557,000 |
+$1,315,721,134 |
-$900,805,307 |
+$414,915,827 |
ONEY, IWN, IAUM, ONEV, IEFA
|
13F-HR |
14 Feb 2022, 16:24 |
| Q3 2021 |
226 |
$5,051,886,000 |
+$1,286,704,108 |
-$1,616,505,322 |
-$329,801,214 |
IWD, IEFA, ONEY, ONEV, IWN
|
13F-HR |
09 Nov 2021, 13:54 |
| Q2 2021 |
220 |
$5,475,390,000 |
+$1,758,555,348 |
-$2,054,432,200 |
-$295,876,852 |
IEFA, VOO, ONEY, ONEV, VWO
|
13F-HR |
09 Aug 2021, 18:48 |
| Q1 2021 |
212 |
$5,526,464,000 |
+$752,298,557 |
-$1,343,622,024 |
-$591,323,467 |
IWD, ONEY, IEFA, ONEV, IWN
|
13F-HR |
27 Apr 2021, 20:03 |
| Q4 2020 |
209 |
$5,525,856,000 |
+$756,124,075 |
-$2,394,065,364 |
-$1,637,941,289 |
IWN, IEFA, ONEY, XLF, ONEV
|
13F-HR |
05 Feb 2021, 17:29 |
| Q3 2020 |
205 |
$6,235,705,000 |
+$1,286,680,218 |
-$1,866,777,246 |
-$580,097,028 |
IEFA, VOO, VWO, IWN, ONEV
|
13F-HR |
29 Oct 2020, 15:19 |
| Q2 2020 |
239 |
$6,443,179,000 |
+$2,629,509,073 |
-$3,161,088,035 |
-$531,578,962 |
VOO, IEFA, VWO, ONEV, ONEY
|
13F-HR |
11 Aug 2020, 21:32 |
| Q1 2020 |
241 |
$5,729,148,000 |
$0 |
$0 |
$0 |
IEFA, VOO, ONEV, MCHI, HYG
|
13F-HR |
05 May 2020, 10:04 |