Q3 2024 |
668 |
$1.44B |
+$103M |
-$98.3M |
+$4.6M |
IWD, IWF, BND, IJR, VEA
|
13F-HR |
10/21/2024, 03:01 PM |
Q2 2024 |
721 |
$1.37B |
+$63.6M |
-$36.6M |
+$27M |
IWF, IWD, BND, VEA, IWR
|
13F-HR |
7/19/2024, 10:19 AM |
Q1 2024 |
683 |
$1.33B |
+$99.8M |
-$67M |
+$32.8M |
IWD, IWF, BND, VEA, IWR
|
13F-HR |
4/22/2024, 02:32 PM |
Q4 2023 |
679 |
$1.25B |
+$240M |
-$196M |
+$44.2M |
IWF, IWD, BND, VEA, IWR
|
13F-HR |
1/30/2024, 05:40 PM |
Q3 2023 |
599 |
$1.1B |
+$14.4M |
-$52.9M |
-$38.5M |
IWF, IWD, AGG, VEA, IWR
|
13F-HR |
10/31/2023, 02:32 PM |
Q2 2023 |
631 |
$1.18B |
+$117M |
-$115M |
+$1.13M |
IWF, IWD, AGG, VEA, IWR
|
13F-HR |
7/28/2023, 02:19 PM |
Q1 2023 |
586 |
$1.12B |
+$125M |
-$107M |
+$18.3M |
IWD, IWF, IWR, AGG, SPSB
|
13F-HR |
5/2/2023, 10:44 AM |
Q4 2022 |
572 |
$1.04B |
+$159M |
-$82M |
+$77.5M |
IWD, IWF, IWR, AGG, OEF
|
13F-HR |
2/3/2023, 04:36 PM |
Q3 2022 |
552 |
$904M |
+$51.4M |
-$59.7M |
-$8.24M |
IWD, IWF, IWR, OEF, AAPL
|
13F-HR |
10/31/2022, 04:12 PM |
Q2 2022 |
542 |
$994M |
+$84.8M |
-$63.4M |
+$21.5M |
IWD, IWF, IWR, OEF, AAPL
|
13F-HR |
8/5/2022, 03:11 PM |
Q1 2022 |
541 |
$1.16B |
+$152M |
-$110M |
+$42.1M |
IWD, IWF, IWR, OEF, AAPL
|
13F-HR |
4/11/2022, 04:44 PM |
Q4 2021 |
582 |
$1.18B |
+$87.1M |
-$39M |
+$48.1M |
IWF, IWD, IWR, OEF, VCSH
|
13F-HR |
2/7/2022, 03:37 PM |
Q3 2021 |
564 |
$1.04B |
+$57.4M |
-$19M |
+$38.3M |
IWF, IWD, IWR, OEF, VCSH
|
13F-HR |
11/9/2021, 06:52 PM |
Q2 2021 |
575 |
$1B |
+$80M |
-$17.7M |
+$62.2M |
IWF, IWD, IWR, OEF, VCSH
|
13F-HR |
7/20/2021, 01:39 PM |
Q1 2021 |
568 |
$880M |
+$107M |
-$37M |
+$70.1M |
IWF, IWD, IWR, VCSH, OEF
|
13F-HR |
4/30/2021, 02:53 PM |
Q4 2020 |
572 |
$772M |
+$112M |
-$28.5M |
+$83.4M |
IWF, IWD, VCSH, IWR, OEF
|
13F-HR |
2/12/2021, 02:16 PM |
Q3 2020 |
567 |
$617M |
+$52.2M |
-$5.24M |
+$47M |
IWF, IWD, VCSH, OEF, IWR
|
13F-HR |
11/9/2020, 03:54 PM |
Q2 2020 |
555 |
$557M |
+$59.1M |
-$7.89M |
+$51.2M |
IWF, IWD, VCSH, OEF, IWR
|
13F-HR |
8/11/2020, 01:58 PM |
Q1 2020 |
517 |
$426M |
+$50M |
-$96.2M |
-$46.2M |
IWF, IWD, OEF, SPY, IWR
|
13F-HR |
5/7/2020, 02:12 PM |
Q4 2019 |
549 |
$570M |
+$26.5M |
-$18.2M |
+$8.35M |
IWF, IEFA, IWD, OEF, AAPL
|
13F-HR |
1/31/2020, 01:14 PM |
Q3 2019 |
566 |
$516M |
+$15.9M |
-$32M |
-$16.1M |
IWF, IEFA, IWD, OEF, AAPL
|
13F-HR |
11/13/2019, 12:13 PM |
Q2 2019 |
611 |
$525M |
+$27.1M |
-$5.38M |
+$21.8M |
IWF, IEFA, IWD, OEF, VCSH
|
13F-HR |
8/2/2019, 04:19 PM |
Q1 2019 |
575 |
$488M |
+$13.5M |
-$15.9M |
-$2.38M |
IWF, IEFA, IWD, OEF, AAPL
|
13F-HR |
5/6/2019, 12:44 PM |
Q4 2018 |
569 |
$439M |
+$31.7M |
-$16.9M |
+$14.7M |
IEFA, IWF, IWD, OEF, VCSH
|
13F-HR |
2/13/2019, 02:13 PM |
Q3 2018 |
603 |
$500M |
+$52.4M |
-$60.9M |
-$8.56M |
IWF, IEFA, IWD, OEF, AAPL
|
13F-HR |
10/25/2018, 11:18 AM |
Q2 2018 |
633 |
$482M |
+$61.2M |
-$3.13M |
+$58M |
IEFA, IWF, IWD, OEF, AAPL
|
13F-HR |
8/7/2018, 10:13 AM |
Q1 2018 |
603 |
$418M |
+$23.9M |
-$27.4M |
-$3.46M |
IEFA, IWF, IWD, OEF, GOOG
|
13F-HR |
5/9/2018, 01:48 PM |
Q4 2017 |
622 |
$425M |
+$27.6M |
-$15.2M |
+$12.5M |
IEFA, IWF, IWD, OEF, AAPL
|
13F-HR |
1/22/2018, 09:58 AM |
Q3 2017 |
644 |
$388M |
+$17.6M |
-$1.8M |
+$15.8M |
IEFA, IWF, IWD, OEF, AAPL
|
13F-HR |
11/8/2017, 03:57 PM |
Q2 2017 |
638 |
$365M |
+$16.3M |
-$3.82M |
+$12.5M |
IEFA, IWF, IWD, OEF, AAPL
|
13F-HR |
7/31/2017, 10:26 AM |
Q1 2017 |
643 |
$345M |
+$26.8M |
-$9.99M |
+$16.8M |
IEFA, IWF, IWD, OEF, AAPL
|
13F-HR |
4/26/2017, 02:44 PM |
Q4 2016 |
644 |
$303M |
+$15M |
-$1.27M |
+$13.8M |
IEFA, IWD, IWF, OEF, GOOG
|
13F-HR |
1/27/2017, 05:39 PM |
Q3 2016 |
622 |
$289M |
+$26.2M |
-$13.1M |
+$13.1M |
IEFA, IWF, IWD, OEF, GOOG
|
13F-HR |
10/24/2016, 02:30 PM |
Q2 2016 |
604 |
$267M |
+$26.1M |
-$13.1M |
+$13.1M |
IEFA, IWF, IWD, OEF, GOOG
|
13F-HR |
7/20/2016, 06:04 PM |
Q1 2016 |
558 |
$250M |
+$20.7M |
-$11.7M |
+$8.93M |
IWF, IWD, OEF, IEFA, AAPL
|
13F-HR |
5/13/2016, 02:34 PM |
Q4 2015 |
544 |
$240M |
+$73.7M |
-$29.7M |
+$44M |
IWF, IWD, OEF, IEFA, AAPL
|
13F-HR |
1/26/2016, 05:27 PM |
Q3 2015 |
473 |
$190M |
+$7.42M |
-$12.2M |
-$4.82M |
IWF, EFA, IWD, OEF, AAPL
|
13F-HR |
10/29/2015, 04:33 PM |
Q2 2015 |
479 |
$209M |
+$10.8M |
-$13.9M |
-$3.15M |
EFA, OEF, IWF, IWD, SWKS
|
Restatement |
8/14/2015, 11:18 AM |
Q1 2015 |
486 |
$216M |
+$18.7M |
-$3.34M |
+$15.3M |
EFA, OEF, IWF, IWD, SWKS
|
13F-HR |
5/12/2015, 02:13 PM |
Q4 2014 |
477 |
$193M |
+$28.7M |
-$6.91M |
+$21.8M |
OEF, IWF, IWD, EFA, AAPL
|
13F-HR |
2/24/2015, 11:07 AM |
Q3 2014 |
455 |
$170M |
+$8.27M |
-$4.84M |
+$3.43M |
OEF, IWF, IWD, EFA, SWKS
|
13F-HR |
10/9/2014, 09:01 AM |
Q2 2014 |
456 |
$164M |
+$10.7M |
-$2.59M |
+$8.09M |
OEF, IWF, IWD, EFA, SWKS
|
13F-HR |
7/14/2014, 12:14 PM |
Q1 2014 |
455 |
$153M |
+$16.6M |
-$8.8M |
+$7.83M |
IWF, IWD, OEF, EFA, XLK
|
13F-HR |
4/10/2014, 02:49 PM |
Q4 2013 |
441 |
$141M |
$0 |
$0 |
|
IWF, IWD, OEF, EFA, VWO
|
13F-HR |
1/27/2014, 12:29 PM |