Q3 2024 |
2,305 |
$2.51B |
+$145M |
-$98.6M |
+$46M |
VUG, DGRO, VOE, VOT, IVV
|
13F-HR |
11/8/2024, 12:25 PM |
Q2 2024 |
2,251 |
$2.33B |
+$389M |
-$197M |
+$192M |
VUG, DGRO, VOE, VOT, IVV
|
13F-HR |
8/13/2024, 11:40 AM |
Q1 2024 |
3,831 |
$2.15B |
+$462M |
-$74.8M |
+$387M |
DGRO, VUG, VOE, VOT, IVV
|
13F-HR |
4/30/2024, 02:45 PM |
Q4 2023 |
1,519 |
$1.65B |
+$137M |
-$112M |
+$24.6M |
DGRO, VUG, VOE, VOT, IVV
|
13F-HR |
1/30/2024, 10:44 AM |
Q3 2023 |
1,588 |
$1.48B |
+$48.3M |
-$47M |
+$1.3M |
DGRO, VUG, VOE, VOT, BRKB
|
13F-HR |
10/17/2023, 11:01 AM |
Q2 2023 |
1,558 |
$1.54B |
+$77.3M |
-$73.2M |
+$4.03M |
DGRO, VUG, VOE, VOT, IVV
|
13F-HR |
7/19/2023, 10:57 AM |
Q1 2023 |
1,626 |
$1.46B |
+$164M |
-$96.7M |
+$67.2M |
DGRO, VUG, VOE, VOT, VEA
|
13F-HR |
5/10/2023, 12:16 PM |
Q4 2022 |
1,278 |
$1.32B |
+$97.6M |
-$72.6M |
+$25M |
DGRO, VOE, VUG, JAVA, VOT
|
13F-HR |
2/14/2023, 02:39 PM |
Q3 2022 |
1,134 |
$1.21B |
+$299M |
-$22.8M |
+$276M |
DGRO, JAVA, VUG, VOE, SCHG
|
13F-HR |
10/26/2022, 11:51 AM |
Q2 2022 |
1,047 |
$990M |
+$42.7M |
-$29.4M |
+$13.3M |
VUG, DGRO, VOE, VOT, BRKB
|
13F-HR |
8/10/2022, 10:48 AM |
Q1 2022 |
1,088 |
$1.16B |
+$84.1M |
-$58.4M |
+$25.7M |
VUG, VOE, VOT, DGRO, BRKB
|
13F-HR |
5/13/2022, 03:34 PM |
Q4 2021 |
1,079 |
$1.21B |
+$62.2M |
-$152M |
-$89.5M |
VUG, VOT, VOE, DGRO, IVV
|
13F-HR |
2/14/2022, 02:34 PM |
Q3 2021 |
1,051 |
$1.21B |
+$272M |
-$42.3M |
+$229M |
IVV, BRKB, VUG, VOT, VOE
|
13F-HR |
11/2/2021, 12:10 PM |
Q2 2021 |
1,022 |
$988M |
+$58.4M |
-$54.4M |
+$3.96M |
VOT, VOE, VUG, DGRO, MGK
|
13F-HR |
7/27/2021, 12:48 PM |
Q1 2021 |
998 |
$935M |
+$122M |
-$46.2M |
+$76.1M |
VOE, VOT, VUG, DGRO, MGK
|
13F-HR |
5/11/2021, 11:03 AM |
Q4 2020 |
969 |
$810M |
+$61.7M |
-$32.5M |
+$29.2M |
VOE, VOT, VUG, MGK, DGRO
|
13F-HR |
2/9/2021, 10:20 AM |
Q3 2020 |
913 |
$700M |
+$71M |
-$40.7M |
+$30.3M |
VOE, VOT, MGK, DGRO, VUG
|
13F-HR |
10/20/2020, 03:35 PM |
Q2 2020 |
883 |
$638M |
+$74.9M |
-$32.9M |
+$42M |
VOE, MGK, VOT, DGRO, VEA
|
13F-HR |
7/2/2020, 03:33 PM |
Q1 2020 |
753 |
$507M |
+$63.4M |
-$52.8M |
+$10.6M |
VOE, MGK, VOT, VEA, DGRO
|
13F-HR |
4/1/2020, 04:26 PM |
Q4 2019 |
783 |
$622M |
+$54M |
-$39.8M |
+$14.2M |
MGK, VOE, VEA, VOT, MGV
|
13F-HR |
2/11/2020, 03:55 PM |
Q3 2019 |
772 |
$569M |
+$35.2M |
-$26.2M |
+$9.04M |
MGK, VEA, VOE, LQD, MGV
|
13F-HR |
10/9/2019, 09:42 AM |
Q2 2019 |
847 |
$556M |
+$91.8M |
-$21.7M |
+$70.1M |
MGK, QQQ, VEA, VOE, MGV
|
13F-HR |
8/14/2019, 03:33 PM |
Q1 2019 |
642 |
$471M |
+$32.2M |
-$23.6M |
+$8.61M |
MGK, VOE, VEA, MGV, SCZ
|
13F-HR |
5/8/2019, 04:36 PM |
Q4 2018 |
696 |
$411M |
+$26M |
-$18.9M |
+$7.12M |
MGK, VOE, VEA, MGV, SCZ
|
13F-HR |
2/13/2019, 05:25 PM |
Q3 2018 |
724 |
$468M |
+$16.6M |
-$12.4M |
+$4.23M |
MGK, VOE, VEA, MGV, VOT
|
13F-HR |
11/14/2018, 10:10 AM |
Q2 2018 |
766 |
$441M |
+$22.2M |
-$20.1M |
+$2.15M |
MGK, VOE, VEA, VOT, MGV
|
13F-HR |
8/16/2018, 12:46 PM |
Q1 2018 |
780 |
$432M |
+$17.9M |
-$26M |
-$8.11M |
MGK, VOE, VEA, MGV, VOT
|
13F-HR |
5/15/2018, 10:36 AM |
Q4 2017 |
784 |
$443M |
+$127M |
-$1.75M |
+$125M |
MGK, VOE, VEA, MGV, VOT
|
13F-HR |
2/8/2018, 08:20 AM |
Q3 2017 |
491 |
$302M |
+$53.1M |
-$3.53M |
+$49.6M |
MGK, VOE, VEA, MGV, VOT
|
13F-HR |
11/8/2017, 09:27 AM |
Q2 2017 |
443 |
$245M |
+$8.18M |
-$61.3M |
-$53.1M |
MGK, VOE, VEA, MGV, VOT
|
13F-HR |
8/15/2017, 02:35 PM |
Q1 2017 |
481 |
$293M |
+$21.6M |
-$5.31M |
+$16.2M |
MGK, VOE, MGV, VEA, VOT
|
13F-HR |
5/12/2017, 01:25 PM |
Q4 2016 |
492 |
$268M |
+$10.7M |
-$4.94M |
+$5.75M |
MGK, VOE, MGV, VEA, VOT
|
13F-HR |
2/8/2017, 11:29 AM |
Q3 2016 |
453 |
$255M |
+$17.1M |
-$3.62M |
+$13.5M |
MGK, VOE, MGV, VEA, LQD
|
13F-HR |
11/15/2016, 03:04 PM |
Q2 2016 |
460 |
$236M |
+$9.17M |
-$4.59M |
+$4.58M |
MGK, VOE, MGV, VEA, LQD
|
Restatement |
8/5/2016, 01:13 PM |
Q1 2016 |
479 |
$226M |
+$41.8M |
-$1.22M |
+$40.6M |
MGK, VOE, MGV, VEA, LQD
|
13F-HR |
4/27/2016, 02:11 PM |
Q4 2015 |
452 |
$183M |
+$11.4M |
-$4.61M |
+$6.83M |
MGK, MGV, VOE, VOT, LQD
|
13F-HR |
2/10/2016, 01:56 PM |
Q3 2015 |
399 |
$171M |
+$53.6M |
-$1.47M |
+$52.1M |
MGK, MGV, VOE, VOT, LQD
|
13F-HR |
11/9/2015, 10:18 AM |
Q2 2015 |
386 |
$128M |
+$10.6M |
-$8.94M |
+$1.68M |
MGK, MGV, VOE, LQD, VOT
|
13F-HR |
8/21/2015, 02:24 PM |
Q1 2015 |
354 |
$129M |
+$4.21M |
-$2.76M |
+$1.45M |
MGK, MGV, VOE, LQD, VOT
|
13F-HR |
5/15/2015, 10:46 AM |
Q4 2014 |
332 |
$122M |
+$5.4M |
-$1.62M |
+$3.79M |
MGV, MGK, VOE, LQD, SCHM
|
13F-HR |
2/12/2015, 03:14 PM |
Q3 2014 |
331 |
$117M |
+$4.35M |
-$3.85M |
+$497K |
MGV, MGK, LQD, VOE, SCHX
|
13F-HR |
11/10/2014, 10:39 AM |
Q2 2014 |
325 |
$119M |
+$12M |
-$14.7M |
-$2.74M |
MGV, MGK, LQD, VOE, VEA
|
13F-HR |
8/14/2014, 10:22 AM |
Q1 2014 |
335 |
$120M |
+$13.8M |
-$2.78M |
+$11M |
HYG, MGV, MGK, LQD, SCHA
|
13F-HR |
5/14/2014, 11:57 AM |
Q4 2013 |
59 |
$88.1M |
$0 |
$0 |
|
MGV, MGK, SCHA, SCHM, VEA
|
13F-HR |
2/14/2014, 01:25 PM |