Q3 2024 |
528 |
$4.32B |
+$373M |
-$322M |
+$51.3M |
QUAL, BND, GBIL, QQQ, MBB
|
13F-HR |
10/7/2024, 08:16 AM |
Q2 2024 |
504 |
$4.1B |
+$390M |
-$279M |
+$111M |
GBIL, QUAL, QQQ, BND, MSFT
|
13F-HR |
7/18/2024, 01:18 PM |
Q1 2024 |
507 |
$3.97B |
+$436M |
-$306M |
+$130M |
GBIL, QUAL, QQQ, BND, MSFT
|
13F-HR |
4/18/2024, 12:26 PM |
Q4 2023 |
487 |
$3.65B |
+$651M |
-$498M |
+$153M |
GBIL, QQQ, IVE, QUAL, MSFT
|
13F-HR |
1/22/2024, 09:00 AM |
Q3 2023 |
482 |
$3.24B |
+$282M |
-$231M |
+$51.1M |
GBIL, QQQ, AAPL, MSFT, IWR
|
13F-HR |
10/25/2023, 09:08 AM |
Q2 2023 |
502 |
$3.29B |
+$571M |
-$500M |
+$71.1M |
GBIL, QQQ, AAPL, MSFT, IVE
|
13F-HR |
7/13/2023, 02:38 PM |
Q1 2023 |
511 |
$3.09B |
+$333M |
-$306M |
+$26.6M |
GBIL, QQQ, AAPL, MSFT, IVE
|
13F-HR |
4/20/2023, 02:02 PM |
Q4 2022 |
507 |
$2.91B |
+$968M |
-$293M |
+$676M |
GBIL, QQQ, IVW, AAPL, IEMG
|
13F-HR |
1/20/2023, 09:34 AM |
Q3 2022 |
436 |
$2.14B |
+$306M |
-$146M |
+$160M |
QQQ, GBIL, IVW, HEFA, AAPL
|
13F-HR |
10/24/2022, 11:42 AM |
Q2 2022 |
437 |
$2.13B |
+$504M |
-$380M |
+$124M |
QQQ, IVW, HEFA, AAPL, MSFT
|
13F-HR |
7/14/2022, 06:57 PM |
Q1 2022 |
458 |
$2.34B |
+$388M |
-$475M |
-$86.7M |
QQQ, VEA, IVW, AAPL, BND
|
13F-HR |
4/25/2022, 02:25 PM |
Q4 2021 |
445 |
$2.48B |
+$543M |
-$179M |
+$364M |
QQQ, VEA, IVW, VTI, IXUS
|
13F-HR |
1/18/2022, 05:08 PM |
Q3 2021 |
417 |
$2.07B |
+$248M |
-$39.3M |
+$209M |
QQQ, IVW, VEA, AAPL, BKLN
|
13F-HR |
11/1/2021, 08:56 AM |
Q2 2021 |
375 |
$1.89B |
+$152M |
-$118M |
+$33.2M |
QQQ, IVW, VEA, BND, BKLN
|
13F-HR |
7/28/2021, 03:15 PM |
Q1 2021 |
369 |
$1.76B |
+$168M |
-$91.9M |
+$76.3M |
QQQ, IVW, VEA, BND, AAPL
|
13F-HR |
4/29/2021, 07:29 AM |
Q4 2020 |
366 |
$1.63B |
+$219M |
-$83.8M |
+$135M |
QQQ, IVW, BND, AAPL, VEA
|
13F-HR |
1/19/2021, 06:46 AM |
Q3 2020 |
348 |
$1.43B |
+$400M |
-$225M |
+$175M |
QQQ, IVW, BND, ICSH, AGGY
|
13F-HR |
11/12/2020, 08:28 AM |
Q2 2020 |
305 |
$1.21B |
+$358M |
-$198M |
+$159M |
SHV, QQQ, BND, IVW, AGGY
|
13F-HR |
8/5/2020, 08:08 PM |
Q1 2020 |
271 |
$931M |
+$164M |
-$478M |
-$315M |
TOTL, CMF, SHV, QQQ, IVW
|
13F-HR |
5/11/2020, 01:23 PM |
Q4 2019 |
298 |
$1.45B |
+$120M |
-$188M |
-$67.6M |
TOTL, VEA, IEF, CMF, IVE
|
13F-HR |
2/10/2020, 05:03 PM |
Q3 2019 |
277 |
$1.43B |
+$227M |
-$148M |
+$79M |
TOTL, IEF, VEA, CMF, SHV
|
13F-HR |
11/6/2019, 04:39 PM |
Q2 2019 |
257 |
$1.34B |
+$150M |
-$97.4M |
+$52.1M |
VEA, TOTL, IVE, SHV, IWR
|
13F-HR |
8/7/2019, 04:57 PM |
Q1 2019 |
266 |
$1.25B |
+$369M |
-$57.7M |
+$311M |
VEA, TOTL, SHV, IVE, IEMG
|
13F-HR |
5/7/2019, 04:51 PM |
Q4 2018 |
143 |
$848M |
+$207M |
-$319M |
-$112M |
VEA, SHV, TOTL, IVE, IEMG
|
13F-HR |
1/22/2019, 05:17 PM |
Q3 2018 |
171 |
$1.1B |
+$68.9M |
-$53.6M |
+$15.3M |
VEA, IVE, IEMG, TOTL, IWR
|
13F-HR |
11/9/2018, 05:38 PM |
Q2 2018 |
160 |
$1.05B |
+$143M |
-$54M |
+$89M |
VEA, IVE, IEMG, TOTL, IWR
|
13F-HR |
8/8/2018, 11:37 AM |
Q1 2018 |
151 |
$945M |
+$397M |
-$60.4M |
+$337M |
VEA, IVE, IEMG, TOTL, IWR
|
13F-HR |
5/2/2018, 09:03 AM |
Q4 2017 |
106 |
$617M |
+$76M |
-$63.4M |
+$12.6M |
VEA, IVE, IEMG, IWR, TOTL
|
13F-HR |
2/7/2018, 08:29 AM |
Q3 2017 |
78 |
$585M |
+$37.8M |
-$10.4M |
+$27.4M |
VEA, IVE, FPE, IEMG, TOTL
|
13F-HR |
10/31/2017, 10:31 AM |
Q2 2017 |
73 |
$539M |
+$2.33M |
-$13.7M |
-$11.4M |
VEA, IVE, FPE, TOTL, IWR
|
13F-HR |
8/4/2017, 03:36 PM |
Q1 2017 |
83 |
$537M |
+$208M |
-$111M |
+$96.7M |
VEA, IVE, FPE, TOTL, IWR
|
13F-HR |
5/10/2017, 04:21 PM |
Q4 2016 |
86 |
$428M |
+$57.8M |
-$26.7M |
+$31.1M |
IVE, VEA, USMV, FPE, TOTL
|
13F-HR |
2/9/2017, 07:23 AM |
Q3 2016 |
85 |
$401M |
+$120M |
-$30.5M |
+$90M |
IVE, USMV, VEA, FPE, TOTL
|
13F-HR |
11/2/2016, 11:58 AM |
Q2 2016 |
58 |
$308M |
+$63.5M |
-$44.4M |
+$19.1M |
USMV, VEA, IVE, FPE, EFAV
|
13F-HR |
7/22/2016, 05:45 PM |
Q1 2016 |
55 |
$279M |
+$73.3M |
-$74.9M |
-$1.56M |
USMV, EFAV, FPE, VEA, IVW
|
13F-HR |
5/2/2016, 07:04 PM |
Q4 2015 |
55 |
$279M |
+$44.5M |
-$73.3M |
-$28.8M |
IVW, USMV, EFAV, VEA, VBR
|
13F-HR |
2/2/2016, 08:06 PM |
Q3 2015 |
57 |
$299M |
+$211M |
-$51.9M |
+$159M |
IVW, USMV, EFAV, VEA, IWR
|
13F-HR |
11/5/2015, 08:57 PM |
Q2 2015 |
37 |
$149M |
+$102M |
-$46.5M |
+$55.1M |
EFAV, VBR, IHF, IGV, IYG
|
13F-HR |
8/12/2015, 03:43 PM |
Q1 2015 |
29 |
$94.5M |
+$54.1M |
-$52.9M |
+$1.17M |
SPFF, EFAV, VBR, DBGR, TLT
|
13F-HR |
5/12/2015, 07:32 PM |
Q4 2014 |
32 |
$92.7M |
+$67.8M |
-$54.8M |
+$13M |
SPFF, VBR, XLY, XLI, XLE
|
13F-HR |
2/10/2015, 08:05 PM |
Q3 2014 |
24 |
$78.4M |
+$41.1M |
-$15M |
+$26.1M |
SCZ, VBR, BKLN, XLV, XLF
|
13F-HR |
11/13/2014, 08:12 AM |
Q2 2014 |
10 |
$55.1M |
+$26.5M |
-$24.4M |
+$2.07M |
SCZ, VBR, BKLN, FTGC, XLI
|
13F-HR |
8/7/2014, 08:03 PM |
Q1 2014 |
8 |
$51.2M |
+$38.7M |
$0 |
+$38.7M |
BKLN, SCZ, VNQ, GDX, MINT
|
13F-HR |
5/1/2014, 05:45 PM |
Q4 2013 |
4 |
$12.2M |
$0 |
$0 |
|
SCZ, AAPL, EDIV, AMGN
|
13F-HR |
2/13/2014, 11:12 AM |