Q2 2024 |
158 |
$1.51B |
+$33.8M |
-$14M |
+$19.9M |
VTI, IWB, DFAC, BND, NFRA
|
13F-HR |
8/13/2024, 12:18 PM |
Q1 2024 |
151 |
$1.49B |
+$24.1M |
-$8.29M |
+$15.9M |
VTI, IWB, DFAC, BND, NFRA
|
13F-HR |
5/14/2024, 11:32 AM |
Q4 2023 |
151 |
$1.4B |
+$30M |
-$30.8M |
-$785K |
VTI, IWB, DFAC, BND, NFRA
|
13F-HR |
2/13/2024, 12:52 PM |
Q3 2023 |
146 |
$1.27B |
+$13.7M |
-$15.7M |
-$1.94M |
VTI, IWB, DFAC, BND, NFRA
|
13F-HR |
11/13/2023, 01:09 PM |
Q2 2023 |
147 |
$1.33B |
+$22.5M |
-$16.9M |
+$5.58M |
VTI, IWB, DFAC, BND, NFRA
|
13F-HR |
8/14/2023, 06:10 PM |
Q1 2023 |
140 |
$1.26B |
+$20.9M |
-$7.6M |
+$13.3M |
IWB, VTI, DFAC, BND, NFRA
|
13F-HR |
5/12/2023, 01:30 PM |
Q4 2022 |
140 |
$1.18B |
+$37.5M |
-$21M |
+$16.5M |
IWB, VTI, DFAC, NFRA, BND
|
13F-HR |
2/15/2023, 01:28 PM |
Q3 2022 |
140 |
$1.08B |
+$122M |
-$143M |
-$20.3M |
IWB, VTI, DFAC, BND, NFRA
|
13F-HR |
11/14/2022, 06:40 PM |
Q2 2022 |
141 |
$1.17B |
+$143M |
-$160M |
-$17.3M |
IWB, VTI, DFAC, BND, IXUS
|
13F-HR |
9/2/2022, 02:39 PM |
Q1 2022 |
143 |
$1.38B |
+$146M |
-$80.5M |
+$65.8M |
IWB, VTI, DFAC, BND, NFRA
|
13F-HR |
5/13/2022, 10:30 AM |
Q4 2021 |
141 |
$1.38B |
+$86.4M |
-$57.3M |
+$29.1M |
IWB, VTI, DFAC, BND, VXUS
|
13F-HR |
2/11/2022, 03:30 PM |
Q3 2021 |
142 |
$1.28B |
+$133M |
-$112M |
+$20.7M |
IWB, VTI, BND, DFAC, VXUS
|
13F-HR |
11/15/2021, 10:56 AM |
Q2 2021 |
138 |
$1.27B |
+$266M |
-$190M |
+$75.4M |
IWB, VTI, BND, DFAC, BNDX
|
13F-HR |
8/16/2021, 12:20 PM |
Q1 2021 |
130 |
$1.13B |
+$50.3M |
-$14.1M |
+$36.2M |
IWB, BND, BNDX, VTI, TOLZ
|
13F-HR |
5/12/2021, 05:55 PM |
Q4 2020 |
117 |
$1.05B |
+$39.9M |
-$20.3M |
+$19.6M |
IWB, BND, BNDX, VTI, TOLZ
|
13F-HR |
2/16/2021, 12:24 PM |
Q3 2020 |
111 |
$942M |
+$48.5M |
-$20.8M |
+$27.7M |
IWB, BND, BNDX, VTI, MCD
|
13F-HR |
11/13/2020, 03:45 PM |
Q2 2020 |
103 |
$873M |
+$141M |
-$148M |
-$6.43M |
IWB, BND, BNDX, VTI, TOLZ
|
13F-HR |
8/13/2020, 05:53 PM |
Q1 2020 |
96 |
$766M |
+$282M |
-$113M |
+$170M |
IWB, BND, VTI, BNDX, TILT
|
13F-HR |
5/14/2020, 03:25 PM |
Q4 2019 |
106 |
$711M |
+$37.5M |
-$7.6M |
+$29.9M |
VTI, BND, BNDX, VXUS, TOLZ
|
13F-HR |
2/13/2020, 07:35 PM |
Q3 2019 |
101 |
$653M |
+$56.2M |
-$28.8M |
+$27.4M |
VTI, BND, BNDX, VXUS, VIG
|
13F-HR |
11/12/2019, 06:31 PM |
Q2 2019 |
93 |
$617M |
+$22.4M |
-$8.24M |
+$14.1M |
VTI, BND, BNDX, VXUS, VIG
|
13F-HR |
8/12/2019, 11:08 AM |
Q1 2019 |
95 |
$582M |
+$102M |
-$65M |
+$36.5M |
VTI, BND, BNDX, VXUS, VIG
|
13F-HR |
5/14/2019, 03:54 PM |
Q4 2018 |
89 |
$496M |
+$152M |
-$14.8M |
+$137M |
VTI, BND, BNDX, VIG, VXUS
|
13F-HR |
2/14/2019, 04:58 PM |
Q3 2018 |
88 |
$401M |
+$63.5M |
-$15M |
+$48.5M |
VTI, VIG, BND, MDY, BNDX
|
13F-HR |
11/19/2018, 06:45 PM |
Q2 2018 |
85 |
$333M |
+$29.9M |
-$6.52M |
+$23.4M |
VTI, VIG, MDY, BND, MCD
|
13F-HR |
8/14/2018, 05:43 PM |
Q1 2018 |
94 |
$303M |
+$45.6M |
-$7.8M |
+$37.7M |
VTI, VIG, MDY, MCD, BND
|
13F-HR |
5/15/2018, 04:56 PM |
Q4 2017 |
84 |
$268M |
+$31.8M |
-$5.44M |
+$26.3M |
VIG, VTI, MDY, MCD, IWF
|
13F-HR |
2/14/2018, 03:02 PM |
Q3 2017 |
85 |
$225M |
+$47M |
-$34.7M |
+$12.3M |
VIG, VTI, MDY, MCD, IWF
|
13F-HR |
11/14/2017, 03:20 PM |
Q2 2017 |
77 |
$207M |
+$6.69M |
-$2.38M |
+$4.31M |
VIG, VTI, MDY, MCD, IWF
|
13F-HR |
8/14/2017, 03:35 PM |
Q1 2017 |
74 |
$197M |
+$2.25M |
-$36.1M |
-$33.8M |
VIG, VTI, MDY, MCD, IWF
|
13F-HR |
5/12/2017, 02:44 PM |
Q4 2016 |
75 |
$219M |
+$38.2M |
-$13.8M |
+$24.4M |
VIG, VTI, MDY, AGG, IWF
|
13F-HR |
2/14/2017, 02:31 PM |
Q3 2016 |
75 |
$188M |
+$2.33M |
-$4.3M |
-$1.97M |
VIG, VTI, MDY, IWF, MCD
|
13F-HR |
11/14/2016, 03:55 PM |
Q2 2016 |
72 |
$185M |
+$1.55M |
-$73.1M |
-$71.5M |
VIG, VTI, MDY, IWF, MCD
|
13F-HR |
8/12/2016, 04:35 PM |
Q1 2016 |
71 |
$252M |
+$9.32M |
-$44M |
-$34.6M |
VIG, IWF, VTI, MDY, VWO
|
13F-HR |
5/9/2016, 03:15 PM |
Q4 2015 |
71 |
$281M |
+$143M |
-$92.2M |
+$50.8M |
VIG, IWF, VTI, MDY, VWO
|
13F-HR |
2/9/2016, 05:59 PM |
Q3 2015 |
71 |
$226M |
+$20.5M |
-$34.2M |
-$13.7M |
VIG, IWF, VTI, MDY, MCD
|
13F-HR |
11/12/2015, 06:11 PM |
Q2 2015 |
99 |
$256M |
+$9.23M |
-$10.7M |
-$1.45M |
VIG, IWF, VTI, MDY, MCD
|
13F-HR |
8/13/2015, 04:37 PM |
Q1 2015 |
96 |
$260M |
+$103M |
-$165M |
-$61.7M |
VIG, IWF, VTI, MDY, MCD
|
13F-HR |
5/13/2015, 10:47 AM |
Q4 2014 |
92 |
$320M |
+$164M |
-$11M |
+$153M |
VIG, IWF, VTI, MDY, EMLC
|
13F-HR |
2/12/2015, 05:49 PM |
Q3 2014 |
79 |
$162M |
+$4.32M |
-$4.65M |
-$325K |
VIG, MDY, ELD, MCD, AAPL
|
13F-HR |
11/12/2014, 06:41 PM |
Q2 2014 |
79 |
$142M |
+$10M |
-$5.03M |
+$4.97M |
VIG, MDY, MCD, AAPL, GWW
|
13F-HR |
8/8/2014, 06:34 PM |
Q1 2014 |
72 |
$162M |
+$10.8M |
-$3.05M |
+$7.73M |
VIG, MDY, ELD, MCD, AAPL
|
Restatement |
5/14/2014, 01:01 PM |
Q4 2013 |
72 |
$154M |
$0 |
$0 |
|
VIG, MDY, ELD, MCD, AAPL
|
13F-HR |
2/11/2014, 10:21 AM |