Q3 2024 |
253 |
$731M |
+$37.2M |
-$83.2M |
-$46M |
VUG, MOAT, IVE, VEA, IVW
|
13F-HR |
11/12/2024, 05:16 PM |
Q2 2024 |
261 |
$730M |
+$34.6M |
-$38.6M |
-$4M |
VUG, MOAT, IVE, FNDX, IVW
|
13F-HR |
8/6/2024, 06:19 PM |
Q1 2024 |
259 |
$733M |
+$59.2M |
-$34.7M |
+$24.5M |
MOAT, VUG, IVE, FNDX, IVW
|
13F-HR |
5/13/2024, 01:45 PM |
Q4 2023 |
239 |
$676M |
+$32.8M |
-$15.8M |
+$17M |
MOAT, VUG, IVE, FNDX, VIG
|
13F-HR |
2/13/2024, 07:18 PM |
Q3 2023 |
241 |
$602M |
+$35.2M |
-$22.6M |
+$12.6M |
MOAT, VUG, IVE, FNDX, IVW
|
13F-HR |
11/14/2023, 09:52 AM |
Q2 2023 |
237 |
$618M |
+$69.2M |
-$39.7M |
+$29.6M |
MOAT, VUG, IVW, FNDX, VIG
|
13F-HR |
8/14/2023, 01:22 PM |
Q1 2023 |
234 |
$564M |
+$39.6M |
-$20.4M |
+$19.1M |
MOAT, IVW, BND, VIG, ESGU
|
13F-HR |
5/11/2023, 06:20 PM |
Q4 2022 |
224 |
$520M |
+$50M |
-$43.6M |
+$6.45M |
MOAT, VIG, IVW, ESGU, BND
|
13F-HR |
2/14/2023, 06:13 PM |
Q3 2022 |
215 |
$474M |
+$47.1M |
-$13.6M |
+$33.5M |
MOAT, ESGU, IVW, VIG, BSV
|
13F-HR |
11/14/2022, 08:38 AM |
Q2 2022 |
208 |
$470M |
+$37M |
-$25.5M |
+$11.6M |
ESGU, MOAT, VIG, IVW, BSV
|
13F-HR |
8/8/2022, 02:52 PM |
Q1 2022 |
219 |
$532M |
+$64.3M |
-$20.4M |
+$43.9M |
ESGU, MOAT, IVW, VIG, BSV
|
13F-HR |
5/12/2022, 02:35 PM |
Q4 2021 |
218 |
$518M |
+$39.2M |
-$37.2M |
+$2.01M |
VIG, IVW, MOAT, BSV, IVE
|
13F-HR |
2/11/2022, 04:55 PM |
Q3 2021 |
853 |
$488M |
+$62.8M |
-$13.4M |
+$49.4M |
VIG, IVW, BSV, MOAT, SCHX
|
13F-HR |
11/15/2021, 06:05 PM |
Q2 2021 |
206 |
$421M |
+$27.1M |
-$11.5M |
+$15.7M |
BSV, IVW, SCHX, IVE, VEA
|
13F-HR |
8/16/2021, 03:17 PM |
Q1 2021 |
203 |
$384M |
+$16.9M |
-$26.5M |
-$9.63M |
IVW, BSV, SCHX, IVE, VEA
|
13F-HR |
5/17/2021, 02:48 PM |
Q4 2020 |
193 |
$368M |
+$109M |
-$10.6M |
+$98.4M |
IVW, BSV, SCHX, VEA, IVE
|
13F-HR |
2/16/2021, 05:53 PM |
Q3 2020 |
165 |
$278M |
+$20.5M |
-$11.7M |
+$8.78M |
VIG, BSV, IVW, SCHO, IVE
|
13F-HR |
11/16/2020, 08:13 PM |
Q2 2020 |
158 |
$259M |
+$39.3M |
-$30.7M |
+$8.58M |
VIG, IVW, BSV, SCHO, IVE
|
13F-HR |
8/12/2020, 02:56 PM |
Q1 2020 |
146 |
$216M |
+$13.2M |
-$16M |
-$2.85M |
IVW, SCHO, IVE, VIG, BRKB
|
Restatement |
5/15/2020, 07:42 PM |
Q4 2019 |
161 |
$275M |
+$9.86M |
-$7.3M |
+$2.57M |
IVW, IVE, SCHO, VIG, AOR
|
13F-HR |
2/13/2020, 06:28 PM |
Q3 2019 |
155 |
$257M |
+$29.4M |
-$26.5M |
+$2.88M |
IVW, IVE, SCHO, VIG, AOR
|
13F-HR |
11/14/2019, 04:36 PM |
Q2 2019 |
153 |
$252M |
+$13.3M |
-$8.49M |
+$4.79M |
IVW, IVE, SCHO, AOR, VIG
|
13F-HR |
8/14/2019, 04:48 PM |
Q1 2019 |
151 |
$240M |
+$25.7M |
-$8.33M |
+$17.3M |
IVW, IVE, AOR, VIG, SCHO
|
13F-HR |
5/15/2019, 05:59 PM |
Q4 2018 |
144 |
$200M |
+$16.2M |
-$12.1M |
+$4.06M |
IVW, IVE, VIG, BRKB, SCHO
|
13F-HR |
2/14/2019, 06:57 PM |
Q3 2018 |
152 |
$227M |
+$9.1M |
-$9.56M |
-$467K |
IVW, IVE, VIG, IEFA, IJS
|
13F-HR |
11/13/2018, 02:57 PM |
Q2 2018 |
155 |
$217M |
+$9.99M |
-$4.62M |
+$5.37M |
IVW, IVE, VIG, IJS, IEFA
|
13F-HR |
8/14/2018, 06:03 PM |
Q1 2018 |
149 |
$209M |
+$19M |
-$6.12M |
+$12.9M |
IVW, IVE, VIG, IEFA, IJS
|
13F-HR |
5/15/2018, 05:25 PM |
Q4 2017 |
136 |
$199M |
+$7.91M |
-$7.84M |
+$67.1K |
IVW, IVE, VIG, IJS, VNQ
|
13F-HR |
2/13/2018, 02:13 PM |
Q3 2017 |
137 |
$189M |
+$6.33M |
-$4.97M |
+$1.36M |
IVW, IVE, VIG, IJS, VNQ
|
13F-HR |
11/14/2017, 05:16 PM |
Q2 2017 |
137 |
$181M |
+$10.3M |
-$6.66M |
+$3.6M |
IVW, IVE, VIG, IJS, VNQ
|
13F-HR |
8/14/2017, 11:34 AM |
Q1 2017 |
129 |
$173M |
+$6M |
-$4.33M |
+$1.68M |
IVW, IVE, VIG, IJS, VNQ
|
13F-HR |
5/15/2017, 04:03 PM |
Q4 2016 |
127 |
$164M |
+$11.3M |
-$3.56M |
+$7.74M |
IVE, IVW, VIG, IJS, VNQ
|
13F-HR |
2/14/2017, 02:52 PM |
Q3 2016 |
122 |
$154M |
+$9.81M |
-$2.53M |
+$7.27M |
IVW, IVE, VIG, IJS, VNQ
|
13F-HR |
11/14/2016, 08:38 AM |
Q2 2016 |
120 |
$143M |
+$9.29M |
-$2.02M |
+$7.27M |
IVE, IVW, VIG, VNQ, SCHA
|
13F-HR |
8/15/2016, 05:00 PM |
Q1 2016 |
111 |
$133M |
+$11.3M |
-$2.9M |
+$8.45M |
IVW, IVE, VIG, VNQ, IJS
|
13F-HR |
5/16/2016, 05:35 PM |
Q4 2015 |
104 |
$122M |
+$5.58M |
-$10.4M |
-$4.77M |
IVW, IVE, VIG, VNQ, SCHF
|
13F-HR |
2/16/2016, 12:17 PM |
Q3 2015 |
105 |
$123M |
+$6.46M |
-$7.2M |
-$737K |
IVW, IVE, VIG, SCHF, VNQ
|
13F-HR |
11/16/2015, 03:03 PM |
Q2 2015 |
106 |
$134M |
+$8.96M |
-$4.43M |
+$4.53M |
IVW, IVE, VIG, SCHF, IJS
|
13F-HR |
8/14/2015, 05:32 PM |
Q1 2015 |
99 |
$131M |
+$5.38M |
-$5.45M |
-$69.2K |
IVW, IVE, VIG, SCHF, VNQ
|
13F-HR |
5/15/2015, 11:08 AM |
Q4 2014 |
103 |
$130M |
+$7.2M |
-$6.58M |
+$618K |
IVW, IVE, VIG, VNQ, BRKB
|
13F-HR |
2/17/2015, 02:41 PM |
Q3 2014 |
105 |
$125M |
+$6.21M |
-$6.43M |
-$220K |
IVW, IVE, VIG, SCHF, BRKB
|
13F-HR |
11/17/2014, 05:02 PM |
Q2 2014 |
108 |
$128M |
+$10.8M |
-$4.15M |
+$6.65M |
IVW, IVE, VIG, BSV, SCHF
|
13F-HR |
8/14/2014, 09:14 PM |
Q1 2014 |
106 |
$117M |
+$14.8M |
-$14.3M |
+$469K |
IVE, IVW, VIG, BSV, IJS
|
13F-HR |
5/13/2014, 08:41 PM |
Q4 2013 |
113 |
$115M |
$0 |
$0 |
|
IVW, IVE, VIG, BSV, FOF
|
13F-HR |
2/14/2014, 06:47 PM |