Q3 2024 |
221 |
$2.54B |
+$514M |
-$249M |
+$264M |
VUG, AGG, VV, OMFL, QUAL
|
13F-HR |
10/30/2024, 04:11 PM |
Q2 2024 |
189 |
$2.2B |
+$11.4M |
-$1.19B |
-$1.18B |
VUG, VV, OMFL, AGG, SHY
|
13F-HR |
8/7/2024, 01:12 PM |
Q1 2024 |
589 |
$3.35B |
+$851M |
-$817M |
+$33.8M |
VUG, SHY, OMFL, VV, AGG
|
13F-HR |
5/15/2024, 02:46 PM |
Q4 2023 |
577 |
$3.13B |
+$421M |
-$492M |
-$71.2M |
SHY, VUG, SPLV, AGG, OMFL
|
13F-HR |
2/9/2024, 10:51 AM |
Q3 2023 |
556 |
$2.99B |
+$107M |
-$40M |
+$67.1M |
SHY, SPLV, VUG, AGG, IEFA
|
13F-HR |
11/13/2023, 09:47 AM |
Q2 2023 |
566 |
$3.01B |
+$534M |
-$537M |
-$3.49M |
SHY, SPLV, VUG, AGG, IEFA
|
13F-HR |
8/14/2023, 11:46 AM |
Q1 2023 |
602 |
$2.97B |
+$519M |
-$454M |
+$64.9M |
SHY, SPLV, AGG, EFAV, EFV
|
13F-HR |
5/11/2023, 03:49 PM |
Q4 2022 |
644 |
$2.86B |
+$345M |
-$296M |
+$48.4M |
SHY, SPLV, AGG, RPV, VONV
|
13F-HR |
1/31/2023, 10:25 AM |
Q3 2022 |
601 |
$2.63B |
+$1.18B |
-$1.12B |
+$60.7M |
SHY, SPLV, AGG, RPV, VONV
|
13F-HR |
10/26/2022, 02:35 PM |
Q2 2022 |
631 |
$2.73B |
+$1.03B |
-$879M |
+$153M |
MTUM, RPV, VONV, AGG, IVV
|
Restatement |
10/26/2022, 01:16 PM |
Q1 2022 |
629 |
$2.95B |
+$390M |
-$263M |
+$127M |
VONV, RPV, AGG, IVV, IEFA
|
Restatement |
10/26/2022, 01:06 PM |
Q4 2021 |
426 |
$2.84B |
+$233M |
-$93.3M |
+$139M |
VONV, RPV, AGG, IVV, IEFA
|
Restatement |
10/26/2022, 12:58 PM |
Q3 2021 |
320 |
$2.54B |
+$470M |
-$394M |
+$76.1M |
VONV, RPV, AGG, IVV, IEFA
|
13F-HR |
11/15/2021, 11:56 AM |
Q2 2021 |
223 |
$2.52B |
+$1.44B |
-$1.45B |
-$9.91M |
VONV, IEMG, RPV, AGG, IVV
|
13F-HR |
8/16/2021, 08:39 AM |
Q1 2021 |
206 |
$2.33B |
+$219M |
-$137M |
+$82.2M |
IWF, IEMG, AGG, IVV, SPYG
|
13F-HR |
5/10/2021, 11:31 AM |
Q4 2020 |
176 |
$2.21B |
+$247M |
-$199M |
+$48.5M |
IWF, IEMG, AGG, IVV, SPYG
|
13F-HR |
2/8/2021, 03:23 PM |
Q3 2020 |
146 |
$1.97B |
+$184M |
-$159M |
+$24.4M |
IWF, AGG, IUSV, IVV, GLD
|
13F-HR |
11/2/2020, 02:01 PM |
Q2 2020 |
921 |
$1.8B |
+$269M |
-$264M |
+$4.31M |
IWF, GLD, AGG, IVV, IUSV
|
13F-HR |
8/14/2020, 04:46 PM |
Q1 2020 |
653 |
$1.49B |
+$356M |
-$327M |
+$28.5M |
IWF, AGG, IUSV, IUSG, IVV
|
13F-HR |
5/15/2020, 07:59 PM |
Q4 2019 |
601 |
$1.78B |
+$51.6M |
-$64.2M |
-$12.6M |
IWF, RWR, IUSV, AGG, SPYV
|
13F-HR |
9/2/2020, 10:23 AM |
Q3 2019 |
728 |
$1.67B |
+$21.4M |
-$34.8M |
-$13.4M |
IWF, RWR, AGG, IUSV, SPYV
|
13F-HR |
11/14/2019, 07:30 PM |
Q2 2019 |
756 |
$1.66B |
+$376M |
-$195M |
+$181M |
IWF, AGG, RWR, IUSV, SPYV
|
13F-HR |
8/14/2019, 04:44 PM |
Q1 2019 |
434 |
$1.44B |
+$118M |
-$60.9M |
+$56.7M |
IWF, AGG, SPTM, IUSV, RWR
|
13F-HR |
5/15/2019, 05:34 PM |
Q4 2018 |
433 |
$1.25B |
+$559M |
-$532M |
+$26.9M |
IWF, AGG, SPTM, IUSV, RWR
|
13F-HR |
2/12/2019, 06:12 PM |
Q3 2018 |
363 |
$1.43B |
+$792M |
-$522M |
+$270M |
IWF, IUSV, IVV, XLE, AGG
|
13F-HR |
11/14/2018, 01:03 PM |
Q2 2018 |
119 |
$1.14B |
+$106M |
-$96.7M |
+$9.66M |
IWF, IEMG, IEFA, SCZ, XLE
|
13F-HR |
8/14/2018, 04:48 PM |
Q1 2018 |
56 |
$1.14B |
+$40.9M |
-$161M |
-$121M |
IEFA, IEMG, IWF, XLE, SCZ
|
13F-HR |
5/15/2018, 05:39 PM |
Q4 2017 |
627 |
$1.27B |
+$135M |
-$127M |
+$7.96M |
IEFA, IEMG, IWF, XLE, SCZ
|
Restatement |
2/15/2018, 05:03 PM |
Q3 2017 |
643 |
$1.2B |
+$261M |
-$215M |
+$45.6M |
IEFA, IWF, IEMG, SCZ, AGG
|
13F-HR |
11/14/2017, 05:47 PM |
Q2 2017 |
607 |
$1.1B |
+$388M |
-$433M |
-$45.3M |
IEFA, IEMG, IWD, IWF, SCZ
|
13F-HR |
8/14/2017, 06:51 PM |
Q1 2017 |
575 |
$1.02B |
+$30.8M |
-$4.38M |
+$26.4M |
IWD, IEMG, IWN, ADP, ACWI
|
13F-HR |
5/12/2017, 08:41 AM |
Q4 2016 |
493 |
$952M |
+$352M |
-$129M |
+$223M |
IWD, IEMG, IWN, ADP, PG
|
13F-HR |
2/14/2017, 01:54 PM |
Q3 2016 |
447 |
$727M |
+$569M |
-$366M |
+$203M |
IWD, IEMG, RWR, IAU, ADP
|
13F-HR |
11/15/2016, 02:30 PM |
Q2 2016 |
449 |
$506M |
+$109M |
-$4.18M |
+$105M |
IWF, DFJ, IAU, RWR, AGG
|
13F-HR |
8/15/2016, 08:42 PM |
Q1 2016 |
325 |
$394M |
+$87M |
-$171M |
-$83.8M |
IWF, DFJ, RWR, IAU, ADP
|
13F-HR |
5/11/2016, 02:09 PM |
Q4 2015 |
406 |
$486M |
+$14.6M |
-$103M |
-$88.1M |
IWF, VGK, RWR, DXJS, DXJ
|
13F-HR |
2/16/2016, 03:16 PM |
Q3 2015 |
450 |
$546M |
+$124M |
-$147M |
-$22.5M |
IWF, VGK, RWR, DXJS, DXJ
|
13F-HR |
11/18/2015, 01:03 PM |
Q2 2015 |
381 |
$612M |
+$89.3M |
-$4.65M |
+$84.6M |
IWF, DXJ, RWR, DXJS, ADP
|
13F-HR |
8/14/2015, 04:37 PM |
Q1 2015 |
342 |
$529M |
$0 |
$0 |
|
IWF, DXJ, RWR, DXJS, ADP
|
13F-HR |
5/15/2015, 12:40 PM |