Q3 2024 |
826 |
$4.47B |
+$248M |
-$549M |
-$300M |
VOO, IUSV, VUG, IEFA, UPS
|
13F-HR |
10/17/2024, 12:32 PM |
Q2 2024 |
913 |
$4.53B |
+$377M |
-$158M |
+$219M |
VOO, VUG, IUSV, IEFA, SPTI
|
13F-HR |
8/13/2024, 10:02 AM |
Q1 2024 |
862 |
$4.18B |
+$1.18B |
-$405M |
+$776M |
VOO, VUG, IUSV, SPTI, IEFA
|
13F-HR |
5/6/2024, 10:43 AM |
Q4 2023 |
773 |
$3.29B |
+$461M |
-$502M |
-$40.2M |
VOO, SCHD, VUG, UPS, SPTI
|
13F-HR |
2/6/2024, 03:36 PM |
Q3 2023 |
737 |
$3.05B |
+$219M |
-$117M |
+$103M |
VOO, SCHD, VUG, UPS, VGSH
|
13F-HR |
11/7/2023, 03:40 PM |
Q2 2023 |
739 |
$3.08B |
+$438M |
-$217M |
+$221M |
VOO, SCHD, VUG, UPS, VGSH
|
13F-HR |
8/1/2023, 12:07 PM |
Q1 2023 |
628 |
$2.73B |
+$389M |
-$586M |
-$197M |
SCHD, VOO, VUG, UPS, VGSH
|
13F-HR |
4/24/2023, 03:32 PM |
Q4 2022 |
694 |
$2.76B |
+$469M |
-$137M |
+$332M |
SCHD, VUG, VTI, UPS, BSV
|
13F-HR |
1/13/2023, 03:22 PM |
Q3 2022 |
575 |
$2.3B |
+$267M |
-$890M |
-$623M |
SCHD, VUG, VTI, UPS, BSV
|
13F-HR |
10/31/2022, 12:33 PM |
Q2 2022 |
575 |
$3.15B |
+$1.82B |
-$42.1M |
+$1.78B |
UPS, VUG, BRKA, VTI, SCHD
|
13F-HR |
8/8/2022, 10:43 AM |
Q1 2022 |
380 |
$1.65B |
+$839M |
-$118M |
+$721M |
VUG, VTI, UPS, SPHQ, IVV
|
13F-HR |
5/13/2022, 10:51 AM |
Q4 2021 |
275 |
$1.02B |
+$49.7M |
-$43.6M |
+$6.16M |
VUG, VTI, ARKK, AAPL, USMV
|
13F-HR |
2/14/2022, 01:38 PM |
Q3 2021 |
264 |
$955M |
+$141M |
-$226M |
-$84.4M |
VUG, VTI, ARKK, USMV, AAPL
|
13F-HR |
10/27/2021, 11:27 AM |
Q2 2021 |
263 |
$1.06B |
+$68.3M |
-$23.2M |
+$45.1M |
VUG, VDC, ARKK, DVYE, USMV
|
13F-HR |
8/16/2021, 12:19 PM |
Q1 2021 |
234 |
$956M |
+$162M |
-$259M |
-$96.3M |
VUG, VDC, ARKK, DVYE, USMV
|
13F-HR |
5/18/2021, 03:59 PM |
Q4 2020 |
212 |
$1.03B |
+$53.9M |
-$224M |
-$170M |
VUG, USMV, VDC, ARKK, EFAV
|
13F-HR |
2/12/2021, 12:20 PM |
Q3 2020 |
222 |
$1.09B |
+$99.2M |
-$93.1M |
+$6.12M |
VUG, USMV, USFR, VDC, ARKK
|
13F-HR |
11/10/2020, 10:09 AM |
Q2 2020 |
216 |
$1B |
+$290M |
-$313M |
-$23.5M |
VUG, USMV, USFR, ARKK, VDC
|
13F-HR |
8/13/2020, 11:59 AM |
Q1 2020 |
220 |
$895M |
+$105M |
-$161M |
-$55.5M |
VUG, USFR, CSM, SMMV, USMV
|
13F-HR |
5/5/2020, 04:43 PM |
Q4 2019 |
231 |
$1.13B |
+$197M |
-$29.1M |
+$168M |
VUG, CSM, USFR, SMMV, FLRN
|
13F-HR |
1/16/2020, 12:27 PM |
Q3 2019 |
138 |
$915M |
+$205M |
-$141M |
+$63.2M |
VUG, CSM, USFR, SMMV, FLRN
|
13F-HR |
11/25/2019, 03:44 PM |
Q2 2019 |
113 |
$845M |
+$196M |
-$91.8M |
+$104M |
VUG, CSM, USFR, IJR, FLRN
|
13F-HR |
8/13/2019, 02:12 PM |
Q1 2019 |
117 |
$725M |
+$109M |
-$22M |
+$87.4M |
VUG, CSM, USFR, EFAV, JNK
|
13F-HR |
5/16/2019, 04:26 PM |
Q4 2018 |
111 |
$578M |
+$146M |
-$8.97M |
+$137M |
VUG, CSM, JNK, USFR, EFAV
|
13F-HR |
2/15/2019, 05:07 PM |
Q3 2018 |
115 |
$517M |
+$37.9M |
-$5.77M |
+$32.1M |
VUG, CSM, EFAV, WBIA, IJR
|
13F-HR |
10/25/2018, 02:30 PM |
Q2 2018 |
114 |
$456M |
+$38.2M |
-$10.4M |
+$27.8M |
VUG, CSM, EFAV, WBIA, IJR
|
13F-HR |
8/7/2018, 02:31 PM |
Q1 2018 |
109 |
$416M |
+$42.4M |
-$8.13M |
+$34.3M |
CSM, VUG, EFAV, WBIA, IJR
|
13F-HR |
5/14/2018, 03:00 PM |
Q4 2017 |
107 |
$385M |
$0 |
$0 |
|
CSM, VUG, EFAV, WBIA, DBEF
|
13F-HR |
2/13/2018, 04:45 PM |