Q3 2024 |
1,002 |
$1.43B |
+$45.4M |
-$9.25M |
+$36.1M |
VOO, IDEV, GOVT, SPY, IEMG
|
13F-HR |
10/24/2024, 10:55 AM |
Q2 2024 |
1,022 |
$1.32B |
+$30.6M |
-$10.9M |
+$19.7M |
VOO, GOVT, IDEV, SPY, IEMG
|
13F-HR |
8/5/2024, 09:06 AM |
Q1 2024 |
988 |
$1.29B |
+$81M |
-$34.6M |
+$46.4M |
VOO, GOVT, IDEV, SPY, IEMG
|
13F-HR |
4/16/2024, 02:58 PM |
Q4 2023 |
908 |
$1.22B |
+$71.7M |
-$48M |
+$23.7M |
VOO, GOVT, IDEV, SPY, IEMG
|
13F-HR |
2/1/2024, 11:33 AM |
Q3 2023 |
918 |
$1.11B |
+$51.8M |
-$13.3M |
+$38.5M |
VOO, IDEV, SPY, IEMG, GOVT
|
13F-HR |
10/19/2023, 12:07 PM |
Q2 2023 |
865 |
$1.11B |
+$30.9M |
-$41.6M |
-$10.7M |
VOO, SPY, IDEV, IEMG, IJH
|
13F-HR |
7/24/2023, 02:44 PM |
Q1 2023 |
844 |
$1.07B |
+$53.4M |
-$13.2M |
+$40.2M |
VOO, IDEV, SPY, IEMG, IJH
|
13F-HR |
4/18/2023, 04:29 PM |
Q4 2022 |
817 |
$979M |
+$111M |
-$88.1M |
+$22.5M |
VOO, SPY, IDEV, IEMG, IJH
|
13F-HR |
1/31/2023, 04:29 PM |
Q3 2022 |
805 |
$899M |
+$131M |
-$124M |
+$6.81M |
VOO, SPY, IDEV, AGG, IEMG
|
13F-HR |
11/9/2022, 03:23 PM |
Q2 2022 |
761 |
$948M |
+$66.4M |
-$45.9M |
+$20.5M |
VOO, AGG, SPY, IDEV, IEMG
|
13F-HR |
8/11/2022, 10:48 AM |
Q1 2022 |
768 |
$1.06B |
+$1.06B |
-$33.2K |
+$1.06B |
VOO, AGG, SPY, PULS, IDEV
|
13F-HR |
5/5/2022, 09:08 AM |
Q4 2021 |
41 |
$4.68M |
+$3.05M |
-$986M |
-$983M |
TEAM, XPEV, ZTS, ETN, JCI
|
13F-HR |
2/14/2022, 10:52 AM |
Q3 2021 |
759 |
$988M |
+$57.8M |
-$28.2M |
+$29.7M |
VOO, AGG, SPY, PULS, IDEV
|
13F-HR |
11/12/2021, 05:20 PM |
Q2 2021 |
587 |
$967M |
+$110M |
-$74.2M |
+$35.9M |
VOO, AGG, SPY, IDEV, IJH
|
13F-HR |
8/10/2021, 02:34 PM |
Q1 2021 |
546 |
$887M |
+$136M |
-$123M |
+$12.9M |
VOO, AGG, SPY, FLRN, IJH
|
13F-HR |
5/13/2021, 11:28 AM |
Q4 2020 |
459 |
$838M |
+$27.5M |
-$31.3M |
-$3.84M |
SPY, VOO, AGG, FLRN, EFA
|
13F-HR |
2/9/2021, 01:07 PM |
Q3 2020 |
459 |
$757M |
+$27.5M |
-$17.4M |
+$10.1M |
SPY, VOO, AGG, FLRN, EFA
|
13F-HR |
11/10/2020, 08:27 PM |
Q2 2020 |
471 |
$717M |
+$81.9M |
-$51.2M |
+$30.6M |
SPY, VOO, AGG, FLRN, EFA
|
13F-HR |
8/11/2020, 04:13 PM |
Q1 2020 |
455 |
$598M |
+$97.7M |
-$39.2M |
+$58.4M |
SPY, VOO, AGG, FLRN, EFA
|
13F-HR |
4/24/2020, 04:20 PM |
Q4 2019 |
445 |
$657M |
+$29.7M |
-$22.4M |
+$7.33M |
SPY, AGG, VOO, FLRN, EFA
|
13F-HR |
2/7/2020, 03:00 PM |
Q3 2019 |
447 |
$614M |
+$15.8M |
-$9.42M |
+$6.36M |
SPY, VOO, AGG, FLRN, EFA
|
13F-HR |
10/22/2019, 04:40 PM |
Q2 2019 |
439 |
$605M |
+$37.8M |
-$26.1M |
+$11.8M |
SPY, VOO, AGG, FLRN, EFA
|
13F-HR |
8/6/2019, 03:49 PM |
Q1 2019 |
449 |
$578M |
+$28.8M |
-$26M |
+$2.82M |
SPY, VOO, AGG, FLRN, EFA
|
13F-HR |
5/7/2019, 01:40 PM |
Q4 2018 |
474 |
$523M |
+$51.7M |
-$37.9M |
+$13.7M |
SPY, VOO, AGG, FLRN, EFA
|
13F-HR |
1/25/2019, 02:39 PM |
Q3 2018 |
462 |
$572M |
+$93.2M |
-$62.1M |
+$31.1M |
SPY, VOO, AGG, FLRN, EFA
|
13F-HR |
10/24/2018, 01:45 PM |
Q2 2018 |
434 |
$520M |
+$33.3M |
-$27.5M |
+$5.79M |
SPY, VOO, AGG, EFA, MDY
|
13F-HR |
7/20/2018, 01:18 PM |
Q1 2018 |
468 |
$509M |
+$34.2M |
-$55.4M |
-$21.2M |
SPY, AGG, VOO, EFA, MDY
|
13F-HR |
5/10/2018, 05:01 PM |
Q4 2017 |
478 |
$539M |
+$15.8M |
-$5.84M |
+$10M |
AGG, SPY, VOO, EFA, MDY
|
13F-HR |
2/6/2018, 03:26 PM |
Q3 2017 |
508 |
$510M |
+$27.2M |
-$36.7M |
-$9.49M |
AGG, SPY, VOO, EFA, MDY
|
13F-HR |
10/30/2017, 12:07 PM |
Q2 2017 |
499 |
$503M |
+$23.3M |
-$6.9M |
+$16.4M |
AGG, SPY, VOO, EFA, MDY
|
13F-HR |
7/25/2017, 05:01 PM |
Q1 2017 |
445 |
$477M |
+$33.1M |
-$32.3M |
+$846K |
AGG, VOO, SPY, EFA, MDY
|
13F-HR |
5/2/2017, 04:22 PM |
Q4 2016 |
435 |
$457M |
+$65.6M |
-$37.2M |
+$28.3M |
VOO, AGG, SPY, EFA, MDY
|
13F-HR |
1/20/2017, 05:57 PM |
Q3 2016 |
442 |
$422M |
+$13.8M |
-$13M |
+$773K |
VOO, EFA, SPY, AGG, MDY
|
13F-HR |
11/10/2016, 10:23 AM |
Q2 2016 |
545 |
$408M |
+$25.4M |
-$7.19M |
+$18.2M |
VOO, EFA, SPY, AGG, MDY
|
13F-HR |
8/11/2016, 05:09 PM |
Q1 2016 |
435 |
$383M |
+$26.3M |
-$17.3M |
+$9M |
VOO, EFA, SPY, AGG, MDY
|
13F-HR |
5/3/2016, 06:57 PM |
Q4 2015 |
456 |
$372M |
+$55.6M |
-$86.6M |
-$30.9M |
VOO, EFA, AGG, SPY, VEA
|
13F-HR |
2/8/2016, 11:20 AM |
Q3 2015 |
433 |
$390M |
+$29.2M |
-$4.33M |
+$24.8M |
AGG, VOO, EFA, QQQ, SPY
|
13F-HR |
11/6/2015, 06:55 PM |
Q2 2015 |
433 |
$397M |
+$11.5M |
-$9.96M |
+$1.58M |
AGG, VOO, EFA, QQQ, VEA
|
13F-HR |
7/24/2015, 12:38 PM |
Q1 2015 |
420 |
$401M |
+$82.7M |
-$48.9M |
+$33.8M |
AGG, VOO, EFA, QQQ, VEA
|
13F-HR |
4/29/2015, 01:43 PM |
Q4 2014 |
409 |
$362M |
+$47.5M |
-$35.1M |
+$12.5M |
VOO, QQQ, SPY, EFA, VUG
|
13F-HR |
2/3/2015, 05:36 PM |
Q3 2014 |
443 |
$329M |
+$29.9M |
-$7.99M |
+$21.9M |
VOO, QQQ, VTI, VEA, VUG
|
13F-HR |
10/24/2014, 01:30 PM |
Q2 2014 |
417 |
$309M |
+$24M |
-$10.5M |
+$13.5M |
VOO, VTI, QQQ, VEA, VUG
|
13F-HR |
7/28/2014, 06:37 PM |
Q1 2014 |
406 |
$298M |
+$60.2M |
-$45.3M |
+$14.8M |
VOO, VTI, QQQ, VEA, VUG
|
13F-HR |
5/13/2014, 01:37 PM |
Q4 2013 |
393 |
$281M |
+$103M |
-$3.59M |
+$99.2M |
VOO, VTI, VUG, VEA, EFA
|
13F-HR |
10/27/2014, 05:53 PM |
Q3 2013 |
393 |
$175M |
+$21.3M |
-$8.28M |
+$13M |
VTI, VUG, EFA, IGSB, HDV
|
13F-HR |
10/27/2014, 04:19 PM |
Q2 2013 |
303 |
$151M |
+$11.5M |
-$20M |
-$8.52M |
VTI, VUG, IGSB, EFA, HDV
|
13F-HR |
10/27/2014, 04:02 PM |
Q1 2013 |
312 |
$164M |
$0 |
$0 |
|
VUG, VTI, IGSB, EFA, BND
|
13F-HR |
10/27/2014, 03:55 PM |
Q4 2012 |
315 |
$148M |
$0 |
$0 |
|
VUG, VTI, IGSB, EFA, BND
|
13F-HR |
10/31/2014, 05:41 PM |
Q3 2012 |
312 |
$137M |
$0 |
$0 |
|
VUG, VTI, IGSB, HDV, SPY
|
13F-HR |
10/31/2014, 05:32 PM |
Q2 2012 |
307 |
$163M |
$0 |
$0 |
|
SPY, VTI, IGSB, HDV, BND
|
13F-HR |
10/31/2014, 05:08 PM |
Q1 2012 |
327 |
$160M |
$0 |
$0 |
|
VTI, SPY, IGSB, HDV, VTV
|
13F-HR |
10/31/2014, 04:44 PM |
Q4 2011 |
343 |
$145M |
$0 |
$0 |
|
VTV, VUG, IGSB, HDV, IWP
|
13F-HR |
11/3/2014, 01:34 PM |