Q2 2024 |
80 |
$228M |
+$21.9M |
-$19.9M |
+$1.96M |
UPS, USRT, IEFA, VTWO, SPLG
|
13F-HR |
7/15/2024, 04:49 PM |
Q1 2024 |
84 |
$230M |
+$8.66M |
-$9.17M |
-$505K |
UPS, IEFA, USRT, VTWO, SPLG
|
13F-HR |
4/4/2024, 02:56 PM |
Q4 2023 |
85 |
$224M |
+$9.07M |
-$6.94M |
+$2.13M |
UPS, IEFA, USRT, VTWO, SPLG
|
13F-HR |
1/29/2024, 06:50 PM |
Q3 2023 |
80 |
$206M |
+$9.82M |
-$9.87M |
-$47.7K |
UPS, IEFA, USRT, VTWO, SPTI
|
13F-HR |
10/24/2023, 02:56 PM |
Q2 2023 |
78 |
$220M |
+$11.9M |
-$8.38M |
+$3.57M |
UPS, IEFA, VTWO, USRT, SPLG
|
13F-HR |
8/3/2023, 01:27 PM |
Q1 2023 |
79 |
$216M |
+$15.5M |
-$13.8M |
+$1.65M |
UPS, IEFA, SPTI, USRT, VTWO
|
13F-HR |
4/26/2023, 01:21 PM |
Q4 2022 |
79 |
$201M |
+$12.8M |
-$12.1M |
+$648K |
UPS, IEFA, USRT, VTWO, SPTI
|
13F-HR |
1/25/2023, 06:53 PM |
Q3 2022 |
74 |
$188M |
+$13.4M |
-$10.6M |
+$2.82M |
UPS, USRT, IEFA, SPTI, VTWO
|
13F-HR |
10/26/2022, 02:57 PM |
Q2 2022 |
72 |
$200M |
+$10.2M |
-$12.1M |
-$1.94M |
UPS, IEFA, USRT, SPTI, SPLG
|
13F-HR |
8/31/2022, 01:31 PM |
Q1 2022 |
72 |
$238M |
+$6.36M |
-$13.7M |
-$7.3M |
UPS, IEFA, USRT, SPTI, SPLG
|
13F-HR |
5/6/2022, 01:46 PM |
Q4 2021 |
76 |
$251M |
+$12.5M |
-$17.9M |
-$5.37M |
UPS, IEFA, USRT, SPLG, VTWO
|
13F-HR |
2/14/2022, 12:29 PM |
Q3 2021 |
87 |
$234M |
+$8.42M |
-$16.4M |
-$7.97M |
UPS, IEFA, VTWO, USRT, SPLG
|
13F-HR |
10/25/2021, 05:08 PM |
Q2 2021 |
90 |
$253M |
+$20.2M |
-$8.63M |
+$11.5M |
UPS, IEFA, VTWO, SPLG, USRT
|
13F-HR |
8/17/2021, 05:29 PM |
Q1 2021 |
84 |
$227M |
+$16.1M |
-$13.5M |
+$2.64M |
UPS, IEFA, VTWO, SPLG, USRT
|
13F-HR |
4/29/2021, 05:53 PM |
Q4 2020 |
84 |
$217M |
+$17.6M |
-$11.8M |
+$5.8M |
UPS, IEFA, VTWO, SPLG, USRT
|
13F-HR |
1/27/2021, 02:59 PM |
Q3 2020 |
75 |
$197M |
+$23.8M |
-$20.3M |
+$3.48M |
UPS, IEFA, VTWO, SPLG, SPTI
|
13F-HR |
11/17/2020, 06:47 PM |
Q2 2020 |
67 |
$172M |
+$17.6M |
-$16.9M |
+$711K |
UPS, IEFA, SPTI, SPLG, USRT
|
13F-HR |
7/29/2020, 08:26 PM |
Q1 2020 |
64 |
$149M |
+$43.2M |
-$56.7M |
-$13.6M |
UPS, IEFA, SPTI, SPLG, USRT
|
13F-HR |
5/4/2020, 03:14 PM |
Q4 2019 |
80 |
$184M |
+$11.7M |
-$13.1M |
-$1.39M |
UPS, SPSM, SPTI, EFG, EFV
|
13F-HR |
2/4/2020, 03:10 PM |
Q3 2019 |
74 |
$180M |
+$28.4M |
-$10.6M |
+$17.9M |
UPS, SPTI, EFG, SPSM, EFV
|
13F-HR |
10/23/2019, 06:30 PM |
Q2 2019 |
76 |
$162M |
+$31.5M |
-$34.1M |
-$2.53M |
UPS, SPTI, EFG, SPSM, SPTS
|
13F-HR |
8/19/2019, 02:07 PM |
Q1 2019 |
78 |
$166M |
+$14.6M |
-$6.14M |
+$8.49M |
UPS, EFV, MPW, EFG, VNQ
|
13F-HR |
5/2/2019, 04:04 PM |
Q4 2018 |
75 |
$142M |
+$31M |
-$35.2M |
-$4.27M |
UPS, EFV, EFG, JPST, MPW
|
13F-HR |
1/23/2019, 06:16 PM |
Q3 2018 |
83 |
$163M |
+$20.4M |
-$27.4M |
-$7.02M |
UPS, EFV, EFG, JPST, SPIB
|
13F-HR |
10/30/2018, 03:19 PM |
Q2 2018 |
78 |
$163M |
+$17.7M |
-$17.9M |
-$215K |
UPS, SPIB, VNQ, FR, EFV
|
13F-HR |
7/26/2018, 03:17 PM |
Q1 2018 |
73 |
$161M |
+$24.8M |
-$17.6M |
+$7.27M |
UPS, SPIB, VNQ, FEZ, EFG
|
13F-HR |
5/10/2018, 02:41 PM |
Q4 2017 |
68 |
$162M |
+$3.96M |
-$12.4M |
-$8.46M |
UPS, VNQ, BIV, FEZ, EFV
|
13F-HR |
2/5/2018, 02:40 PM |
Q3 2017 |
69 |
$167M |
+$13M |
-$12.3M |
+$734K |
UPS, VNQ, TOTL, BIV, FEZ
|
13F-HR |
11/2/2017, 04:47 PM |
Q2 2017 |
72 |
$159M |
+$11.1M |
-$11.6M |
-$419K |
UPS, VNQ, TOTL, BIV, EFV
|
13F-HR |
8/2/2017, 03:11 PM |
Q1 2017 |
69 |
$157M |
+$3.34M |
-$1.81M |
+$1.53M |
UPS, VNQ, TOTL, EFV, BLV
|
13F-HR |
5/30/2017, 02:41 PM |
Q4 2016 |
66 |
$154M |
+$16.4M |
-$16.3M |
+$18.5K |
UPS, VNQ, TOTL, EFV, BLV
|
13F-HR |
2/6/2017, 02:13 PM |
Q3 2016 |
68 |
$153M |
+$17.4M |
-$15.8M |
+$1.67M |
UPS, VNQ, BIV, EFV, TOTL
|
13F-HR |
11/2/2016, 07:32 PM |
Q2 2016 |
65 |
$149M |
+$24.2M |
-$25.4M |
-$1.24M |
UPS, VNQ, EFV, SPSB, BIV
|
13F-HR |
8/17/2016, 07:26 PM |
Q1 2016 |
66 |
$148M |
+$10.4M |
-$11.7M |
-$1.25M |
UPS, VNQ, SPSB, BOND, EFV
|
13F-HR |
5/16/2016, 07:32 PM |
Q4 2015 |
66 |
$144M |
+$8.27M |
-$7.48M |
+$795K |
UPS, VNQ, SPSB, BOND, BLV
|
13F-HR |
1/22/2016, 06:48 PM |
Q3 2015 |
66 |
$141M |
+$6.88M |
-$8.08M |
-$1.19M |
UPS, VNQ, SPSB, BIV, BOND
|
13F-HR |
11/9/2015, 03:23 PM |
Q2 2015 |
69 |
$148M |
+$21.2M |
-$19.2M |
+$2.03M |
UPS, VNQ, SPSB, BIV, BOND
|
13F-HR |
8/7/2015, 03:43 PM |
Q1 2015 |
70 |
$150M |
+$56.2M |
-$17.5M |
+$38.7M |
UPS, VNQ, BIV, SPSB, BLV
|
13F-HR |
5/13/2015, 01:42 PM |
Q4 2014 |
56 |
$109M |
$0 |
$0 |
|
VNQ, XLU, SPSB, IDV, BLV
|
13F-HR |
1/22/2015, 03:35 PM |