Q3 2024 |
228 |
$171M |
+$60.3M |
-$57.7M |
+$2.57M |
ITOT, EEMV, EFAV, LMBS, SCHA
|
13F-HR |
10/17/2024, 01:26 PM |
Q2 2024 |
223 |
$160M |
+$52M |
-$54.8M |
-$2.8M |
ITOT, EEMV, EFAV, SCHA, SCHZ
|
13F-HR |
7/16/2024, 10:55 AM |
Q1 2024 |
221 |
$163M |
+$56.4M |
-$53M |
+$3.41M |
ITOT, EEMV, LMBS, EFAV, SCHA
|
13F-HR |
4/25/2024, 11:47 AM |
Q4 2023 |
228 |
$153M |
+$57.1M |
-$60.7M |
-$3.65M |
ITOT, EEMV, SHYG, EFAV, SCHA
|
13F-HR |
1/29/2024, 10:31 AM |
Q3 2023 |
103 |
$147M |
+$51.4M |
-$41.5M |
+$9.89M |
ITOT, EEMV, EFAV, SRLN, SCHZ
|
13F-HR |
10/17/2023, 02:34 PM |
Q2 2023 |
102 |
$150M |
+$45.7M |
-$42.7M |
+$3.02M |
ITOT, EEMV, SCHZ, EFAV, SCHA
|
13F-HR |
7/21/2023, 03:44 PM |
Q1 2023 |
106 |
$142M |
+$45.7M |
-$52M |
-$6.32M |
ITOT, EEMV, BNDX, SCHZ, EFAV
|
13F-HR |
5/2/2023, 12:26 PM |
Q4 2022 |
103 |
$144M |
+$60.1M |
-$63.7M |
-$3.66M |
ITOT, EEMV, SHYG, SCHZ, EFAV
|
13F-HR |
1/31/2023, 03:33 PM |
Q3 2022 |
60 |
$144M |
+$44.7M |
-$47M |
-$2.32M |
ITOT, EEMV, XLU, SCHZ, DXJ
|
13F-HR |
10/25/2022, 10:59 AM |
Q2 2022 |
62 |
$152M |
+$63.1M |
-$68.9M |
-$5.79M |
STIP, ITOT, GBIL, EEMV, XLU
|
13F-HR |
7/11/2022, 02:39 PM |
Q1 2022 |
58 |
$169M |
+$82.3M |
-$67.9M |
+$14.4M |
STIP, ITOT, SCHZ, EEMV, EWZ
|
13F-HR |
4/28/2022, 01:28 PM |
Q4 2021 |
72 |
$161M |
+$50.2M |
-$53.3M |
-$3.16M |
ITOT, SCHZ, SCHP, EEMV, XLF
|
13F-HR |
3/10/2022, 01:45 PM |
Q3 2021 |
70 |
$158M |
+$59.9M |
-$64.1M |
-$4.21M |
ITOT, SCHZ, SCHP, USMV, XLK
|
13F-HR |
10/13/2021, 12:01 PM |
Q2 2021 |
66 |
$165M |
+$75.9M |
-$46.7M |
+$29.3M |
ITOT, SCHZ, XHB, XLF, EEMV
|
13F-HR |
7/14/2021, 12:54 PM |
Q1 2021 |
51 |
$132M |
+$64.6M |
-$65.5M |
-$899K |
ITOT, SCHZ, INDA, EWY, SOXX
|
13F-HR |
5/10/2021, 04:33 PM |
Q4 2020 |
50 |
$130M |
+$40.9M |
-$39.4M |
+$1.45M |
SCHZ, ITOT, XLK, XLI, ITB
|
13F-HR |
2/4/2021, 04:01 PM |
Q3 2020 |
51 |
$122M |
+$53.5M |
-$45.3M |
+$8.21M |
SCHZ, ITB, EEMV, XLK, GDXJ
|
13F-HR |
11/4/2020, 03:39 PM |
Q2 2020 |
45 |
$115M |
+$51.7M |
-$57.7M |
-$6.04M |
SCHZ, IEI, IEF, GOVT, EEMV
|
13F-HR |
7/29/2020, 10:32 AM |
Q1 2020 |
45 |
$104M |
+$36M |
-$47.1M |
-$11.1M |
SCHZ, EEMV, EFAV, USMV, SCHA
|
13F-HR |
4/24/2020, 03:43 PM |
Q4 2019 |
51 |
$129M |
+$45.2M |
-$43.8M |
+$1.41M |
SCHZ, LQD, USMV, EEMV, SCHA
|
13F-HR |
1/28/2020, 02:46 PM |
Q3 2019 |
50 |
$127M |
+$43.9M |
-$34.6M |
+$9.3M |
SCHZ, USMV, IGIB, LQD, EFAV
|
13F-HR |
10/29/2019, 02:43 PM |
Q2 2019 |
60 |
$117M |
+$41.3M |
-$43M |
-$1.73M |
USMV, PGX, SCHA, EEMV, EFAV
|
13F-HR |
7/12/2019, 04:04 PM |
Q1 2019 |
57 |
$117M |
+$49.7M |
-$45.2M |
+$4.47M |
SCHZ, PGX, CWB, EMLC, SCHA
|
13F-HR |
5/13/2019, 10:29 AM |
Q4 2018 |
49 |
$107M |
+$48.4M |
-$55.7M |
-$7.37M |
SCHZ, MINT, TLT, FTSM, NEAR
|
13F-HR |
1/17/2019, 03:57 PM |
Q3 2018 |
58 |
$121M |
+$60.5M |
-$55.4M |
+$5.13M |
SCHZ, SCHA, USMV, EFAV, EEMV
|
13F-HR |
10/9/2018, 04:00 PM |
Q2 2018 |
62 |
$114M |
+$53.8M |
-$57.6M |
-$3.76M |
SCHZ, SCHA, BKLN, USMV, EFAV
|
13F-HR |
7/18/2018, 05:06 PM |
Q1 2018 |
63 |
$118M |
+$22.2M |
-$17.3M |
+$4.84M |
SCHZ, BKLN, SCHA, EEMV, EFAV
|
13F-HR |
4/17/2018, 02:43 PM |
Q4 2017 |
57 |
$114M |
+$16.7M |
-$16.9M |
-$188K |
SCHZ, BKLN, SCHA, EEMV, EFAV
|
13F-HR |
2/16/2018, 11:39 AM |
Q3 2017 |
57 |
$111M |
+$15.1M |
-$14.4M |
+$669K |
SCHZ, AAXJ, BKLN, SCHA, SJNK
|
13F-HR |
10/23/2017, 03:23 PM |
Q2 2017 |
48 |
$108M |
+$20.6M |
-$21.5M |
-$831K |
SJNK, SCHZ, AAXJ, BKLN, XLI
|
13F-HR |
7/25/2017, 05:25 PM |
Q1 2017 |
45 |
$108M |
+$16.7M |
-$20.2M |
-$3.57M |
SJNK, SCHZ, BKLN, AMLP, SDY
|
13F-HR |
4/20/2017, 05:57 PM |
Q4 2016 |
44 |
$109M |
+$61.1M |
-$65.3M |
-$4.2M |
SJNK, SCHZ, AMLP, BKLN, SDY
|
13F-HR |
2/2/2017, 12:00 PM |
Q3 2016 |
44 |
$115M |
+$48.2M |
-$49.2M |
-$1.07M |
EMB, SCHZ, SPLV, PFF, VCIT
|
13F-HR |
11/21/2016, 02:34 PM |
Q2 2016 |
44 |
$116M |
+$59.7M |
-$57.6M |
+$2.15M |
VCSH, SPLV, MBB, XLU, SCHZ
|
13F-HR |
8/3/2016, 10:01 AM |
Q1 2016 |
41 |
$108M |
$0 |
-$1.42M |
-$1.42M |
PFF, VCSH, BND, SPLV, XLP
|
13F-HR |
4/27/2016, 11:41 AM |
Q4 2015 |
41 |
$111M |
+$44.9M |
-$46.6M |
-$1.67M |
PFF, VCSH, BND, SPLV, XLP
|
13F-HR |
1/26/2016, 10:51 AM |
Q3 2015 |
38 |
$111M |
+$55.5M |
-$57.6M |
-$2.11M |
PFF, BND, BSV, XLU, XLP
|
13F-HR |
11/10/2015, 04:14 PM |
Q2 2015 |
45 |
$115M |
+$44.6M |
-$46.6M |
-$1.99M |
PFF, BSV, XLV, IBB, XLP
|
13F-HR |
7/30/2015, 03:32 PM |
Q1 2015 |
42 |
$118M |
+$32.2M |
-$33.9M |
-$1.73M |
PFF, LQD, SPLV, BND, XLV
|
13F-HR |
5/8/2015, 03:58 PM |
Q4 2014 |
35 |
$118M |
+$57.6M |
-$59.6M |
-$2.04M |
PFF, SPLV, LQD, XLV, EMB
|
13F-HR |
2/11/2015, 01:34 PM |
Q3 2014 |
39 |
$118M |
+$53.2M |
-$58.4M |
-$5.11M |
PFF, EMB, JNK, SJNK, XLV
|
13F-HR |
10/29/2014, 03:41 PM |
Q2 2014 |
39 |
$123M |
+$61.3M |
-$40.2M |
+$21.1M |
BKLN, PFF, JNK, SJNK, XLV
|
13F-HR |
7/25/2014, 03:38 PM |
Q1 2014 |
37 |
$84.7M |
+$21.8M |
-$25.4M |
-$3.59M |
BKLN, AMLP, IVV, IWM, EWG
|
13F-HR |
4/28/2014, 04:39 PM |
Q4 2013 |
35 |
$108M |
$0 |
$0 |
|
BKLN, JNK, SJNK, IGSB, IWM
|
13F-HR |
2/4/2014, 11:53 AM |