Q2 2024 |
1,088 |
$477M |
+$85.1M |
-$74.4M |
+$10.8M |
IVV, AVDE, AGG, DSTL, DGRW
|
13F-HR |
7/25/2024, 12:15 PM |
Q1 2024 |
1,090 |
$470M |
+$35M |
-$4.53M |
+$30.5M |
IVV, SCHD, AGG, DSTL, AVDE
|
13F-HR |
4/15/2024, 01:46 PM |
Q4 2023 |
1,132 |
$414M |
+$16.4M |
-$14.7M |
+$1.74M |
IVV, SCHD, AGG, AVDE, DSTL
|
13F-HR |
1/26/2024, 06:00 PM |
Q3 2023 |
1,053 |
$379M |
+$29.3M |
-$2.86M |
+$26.5M |
IVV, SCHD, AGG, AVDE, DSTL
|
13F-HR |
10/13/2023, 01:10 PM |
Q2 2023 |
988 |
$363M |
+$10.1M |
-$7.66M |
+$2.45M |
IVV, SCHD, AGG, AVDE, DSTL
|
13F-HR |
7/11/2023, 01:52 PM |
Q1 2023 |
999 |
$353M |
+$45.9M |
-$48.3M |
-$2.36M |
IVV, SCHD, AGG, AVDE, DSTL
|
13F-HR |
4/21/2023, 04:40 PM |
Q4 2022 |
1,027 |
$354M |
+$41.4M |
-$24.3M |
+$17.1M |
IVV, SCHD, JPST, DSTL, UCON
|
13F-HR |
1/20/2023, 06:11 PM |
Q3 2022 |
899 |
$306M |
+$10.9M |
-$7.18M |
+$3.75M |
IVV, SCHD, JPST, UCON, SCHG
|
13F-HR |
10/17/2022, 05:22 PM |
Q2 2022 |
931 |
$330M |
+$17.9M |
-$18.8M |
-$918K |
IVV, SCHD, JPST, SCHG, UCON
|
13F-HR |
8/3/2022, 01:00 PM |
Q1 2022 |
927 |
$361M |
+$83.9M |
-$21.2M |
+$62.7M |
IVV, SCHD, JPST, SCHG, UCON
|
13F-HR |
5/5/2022, 03:57 PM |
Q4 2021 |
991 |
$333M |
+$41.7M |
-$8.65M |
+$33M |
IVV, SCHD, SCHG, SCHA, EFAV
|
13F-HR |
2/1/2022, 06:43 PM |
Q3 2021 |
951 |
$283M |
+$13.7M |
-$2.8M |
+$10.9M |
IVV, SCHD, EFAV, SCHA, UCON
|
Restatement |
10/25/2021, 04:43 PM |
Q2 2021 |
891 |
$275M |
+$16.1M |
-$3.95M |
+$12.2M |
IVV, SCHD, EFAV, SCHA, UCON
|
13F-HR |
7/28/2021, 04:23 PM |
Q1 2021 |
854 |
$251M |
+$56.3M |
-$21.1M |
+$35.2M |
IVV, SCHD, EFAV, SCHA, UCON
|
13F-HR |
4/28/2021, 03:54 PM |
Q4 2020 |
788 |
$205M |
+$18.4M |
-$19.1M |
-$756K |
IVV, AGG, EFAV, SCHD, MTUM
|
13F-HR |
1/26/2021, 05:03 PM |
Q3 2020 |
629 |
$185M |
+$6.66M |
-$7.92M |
-$1.26M |
IVV, AGG, EFAV, SCHD, MTUM
|
13F-HR |
10/19/2020, 04:55 PM |
Q2 2020 |
359 |
$176M |
+$29.7M |
-$54.4M |
-$24.7M |
IVV, AGG, EFAV, SCHD, MTUM
|
13F-HR |
7/16/2020, 09:06 PM |
Q1 2020 |
150 |
$176M |
+$27.6M |
-$30.1M |
-$2.52M |
IVV, AGG, XMLV, SCHD, VEA
|
13F-HR |
4/17/2020, 06:29 PM |
Q4 2019 |
152 |
$222M |
+$1.81M |
-$11.6M |
-$9.79M |
IVV, AGG, VEA, FNDA, SCHV
|
13F-HR |
2/5/2020, 04:51 PM |
Q3 2019 |
156 |
$220M |
+$29.7M |
-$23.5M |
+$6.22M |
IVV, AGG, VEA, FNDA, SCHV
|
13F-HR |
10/29/2019, 09:50 PM |
Q2 2019 |
187 |
$214M |
+$10.2M |
-$12.8M |
-$2.61M |
IVV, AGG, VEA, SCHV, IWM
|
13F-HR |
7/22/2019, 03:34 PM |
Q1 2019 |
161 |
$212M |
+$20.3M |
-$24.4M |
-$4.1M |
IVV, AGG, VEA, SCHV, IWM
|
13F-HR |
5/2/2019, 12:27 PM |
Q4 2018 |
162 |
$197M |
+$37.9M |
-$10.4M |
+$27.6M |
IVV, AGG, VEA, IWM, VWO
|
13F-HR |
1/25/2019, 09:24 PM |
Q3 2018 |
146 |
$191M |
+$2M |
-$3.51M |
-$1.51M |
IVV, AGG, VEA, IWM, VWO
|
13F-HR |
10/22/2018, 04:26 PM |
Q2 2018 |
163 |
$190M |
+$15.1M |
-$2.55M |
+$12.6M |
IVV, AGG, VEA, IWM, VWO
|
13F-HR |
7/25/2018, 05:19 PM |
Q1 2018 |
37 |
$176M |
+$19M |
-$24M |
-$5.01M |
IVV, AGG, VEA, IWM, VWO
|
13F-HR |
5/1/2018, 03:03 PM |
Q4 2017 |
38 |
$184M |
+$961K |
-$3.38M |
-$2.42M |
IVV, VEA, AGG, IWM, VWO
|
13F-HR |
1/30/2018, 05:28 PM |
Q3 2017 |
38 |
$180M |
+$3.19M |
-$508K |
+$2.68M |
IVV, VEA, AGG, IWM, VWO
|
13F-HR |
10/17/2017, 05:37 PM |
Q2 2017 |
35 |
$172M |
+$6.35M |
-$13.4M |
-$7.09M |
IVV, VEA, AGG, IWM, VWO
|
13F-HR |
7/17/2017, 03:34 PM |
Q1 2017 |
30 |
$175M |
+$31.5M |
-$91M |
-$59.5M |
IVV, VEA, AGG, IWM, VWO
|
13F-HR |
5/3/2017, 04:37 PM |
Q4 2016 |
55 |
$224M |
$0 |
$0 |
|
IVV, VEA, LQD, IWM, VWO
|
13F-HR |
2/3/2017, 06:44 PM |