Q3 2024 |
94 |
$236M |
+$34.7M |
-$27.7M |
+$7.01M |
SCHV, IAU, RSP, USMV, SCHG
|
13F-HR |
10/22/2024, 04:48 PM |
Q2 2024 |
92 |
$216M |
+$19.6M |
-$37.3M |
-$17.8M |
SCHV, IAU, USMV, SCHG, VGK
|
13F-HR |
7/12/2024, 02:07 PM |
Q1 2024 |
98 |
$233M |
+$65.3M |
-$68.8M |
-$3.48M |
SCHV, DJAN, DMAR, USMV, IAU
|
13F-HR |
4/23/2024, 04:06 PM |
Q4 2023 |
88 |
$226M |
+$58.6M |
-$35.2M |
+$23.3M |
SCHV, SCHG, ESGU, IAU, USMV
|
13F-HR |
1/24/2024, 07:22 PM |
Q3 2023 |
89 |
$190M |
+$19M |
-$24.5M |
-$5.47M |
GOVT, SCHV, IAU, CVX, SCHG
|
13F-HR |
10/18/2023, 04:51 PM |
Q2 2023 |
88 |
$201M |
+$6.67M |
-$12.3M |
-$5.62M |
GOVT, SCHV, SH, IAU, SCHG
|
13F-HR |
8/2/2023, 02:19 PM |
Q1 2023 |
86 |
$202M |
+$21.8M |
-$28.8M |
-$6.99M |
GOVT, SCHV, SH, CVX, IAU
|
13F-HR |
4/14/2023, 07:10 PM |
Q4 2022 |
95 |
$206M |
+$26.2M |
-$30.3M |
-$4.1M |
GOVT, SCHV, CVX, XLE, SCHR
|
13F-HR |
1/26/2023, 09:05 PM |
Q3 2022 |
88 |
$195M |
+$14.1M |
-$12.1M |
+$2.08M |
GOVT, SH, SCHV, CVX, ESGU
|
13F-HR |
10/25/2022, 03:16 PM |
Q2 2022 |
91 |
$203M |
+$29.6M |
-$53.4M |
-$23.8M |
GOVT, SH, SCHV, ESGU, CVX
|
13F-HR |
7/13/2022, 06:12 PM |
Q1 2022 |
111 |
$255M |
+$24M |
-$109M |
-$84.9M |
SCHV, IUSB, GOVT, SH, ESGU
|
13F-HR |
4/28/2022, 03:54 PM |
Q4 2021 |
123 |
$355M |
+$39.3M |
-$27.1M |
+$12.2M |
SCHV, VCSH, IUSB, GOVT, SCHG
|
13F-HR |
2/14/2022, 03:57 PM |
Q3 2021 |
116 |
$325M |
+$28.8M |
-$35.8M |
-$6.98M |
VCSH, SCHV, IUSB, GOVT, VMBS
|
13F-HR |
11/10/2021, 06:55 PM |
Q2 2021 |
118 |
$334M |
+$36.7M |
-$43M |
-$6.33M |
VCSH, SCHV, VMBS, SCHG, GOVT
|
13F-HR |
8/11/2021, 01:25 PM |
Q1 2021 |
118 |
$324M |
+$61.7M |
-$25.9M |
+$35.9M |
SCHV, VCSH, VMBS, SCHG, IUSB
|
Restatement |
9/9/2021, 06:52 PM |
Q4 2020 |
105 |
$280M |
+$50.5M |
-$26.4M |
+$24.1M |
VCSH, VMBS, SCHV, SCHG, BIV
|
13F-HR |
1/20/2021, 02:53 PM |
Q3 2020 |
99 |
$239M |
+$41.4M |
-$4.17M |
+$37.3M |
VCSH, SCHG, BIV, SCHV, VMBS
|
13F-HR |
10/19/2020, 01:11 PM |
Q2 2020 |
89 |
$194M |
+$84.3M |
-$9.92M |
+$74.4M |
VCSH, BIV, SCHG, SCHV, VMBS
|
13F-HR |
7/21/2020, 08:12 PM |
Q1 2020 |
77 |
$105M |
+$27.3M |
-$78.7M |
-$51.4M |
SCHG, VMBS, PTLC, VUG, SCHF
|
13F-HR |
4/21/2020, 09:16 PM |
Q4 2019 |
91 |
$181M |
+$29.5M |
-$15.5M |
+$14.1M |
SDY, SCHG, SCHF, SCHB, VUG
|
13F-HR |
2/7/2020, 02:11 PM |
Q3 2019 |
82 |
$156M |
+$8.08M |
-$11M |
-$2.91M |
SDY, SCHG, SCHF, SCHB, VUG
|
Restatement |
11/15/2019, 01:22 PM |
Q2 2019 |
82 |
$159M |
+$22.9M |
-$16.2M |
+$6.73M |
SDY, SCHG, SCHF, SCHB, VUG
|
13F-HR |
7/16/2019, 02:59 PM |
Q1 2019 |
83 |
$149M |
+$18.7M |
-$10M |
+$8.71M |
SDY, SCHG, IJR, SCHF, SCHB
|
13F-HR |
4/16/2019, 01:39 PM |
Q4 2018 |
73 |
$126M |
+$8.69M |
-$32.1M |
-$23.4M |
SDY, SCHG, IJR, SCHF, SCHB
|
13F-HR |
1/28/2019, 04:33 PM |
Q3 2018 |
88 |
$168M |
+$55.5M |
-$6.38M |
+$49.1M |
SDY, SCHG, SCHF, IJR, VUG
|
13F-HR |
10/29/2018, 02:29 PM |
Q2 2018 |
64 |
$113M |
+$4.57M |
-$7.86M |
-$3.29M |
SDY, SCHG, IJR, SCHF, VUG
|
13F-HR |
8/6/2018, 03:43 PM |
Q1 2018 |
68 |
$114M |
+$11.2M |
-$30.1M |
-$18.9M |
SDY, SCHG, SCHF, IJR, VUG
|
13F-HR |
5/4/2018, 04:57 PM |
Q4 2017 |
76 |
$131M |
+$21.2M |
-$12.3M |
+$8.83M |
SDY, SCHG, QQQ, IJR, SCHF
|
13F-HR |
2/12/2018, 03:55 PM |
Q3 2017 |
72 |
$117M |
+$6.23M |
-$3.1M |
+$3.13M |
SDY, SCHG, QQQ, IJR, VUG
|
13F-HR |
11/3/2017, 11:40 AM |
Q2 2017 |
66 |
$108M |
+$8.49M |
-$11.9M |
-$3.36M |
SDY, SCHG, QQQ, IJR, VUG
|
13F-HR |
7/27/2017, 06:14 PM |
Q1 2017 |
67 |
$109M |
+$11.7M |
-$7.89M |
+$3.76M |
SDY, SCHG, QQQ, IJR, PGX
|
13F-HR |
4/28/2017, 04:14 PM |
Q4 2016 |
59 |
$103M |
+$30.8M |
-$20.9M |
+$9.93M |
SDY, SCHG, IJR, QQQ, PGX
|
13F-HR |
2/2/2017, 07:55 PM |
Q3 2016 |
47 |
$92.6M |
+$15M |
-$8.91M |
+$6.09M |
SDY, SCHG, PGX, QQQ, VUG
|
13F-HR |
10/25/2016, 01:58 PM |
Q2 2016 |
48 |
$84.7M |
+$9.96M |
-$6.1M |
+$3.86M |
SDY, QQQ, BSCG, SCHG, VUG
|
13F-HR |
8/11/2016, 07:09 PM |
Q1 2016 |
47 |
$79.7M |
+$13.2M |
-$22.6M |
-$9.37M |
SDY, QQQ, BSCG, SCHG, VUG
|
13F-HR |
4/29/2016, 01:56 PM |
Q4 2015 |
58 |
$88.1M |
+$10.8M |
-$11.5M |
-$757K |
SDY, QQQ, BSCG, SCHG, VUG
|
13F-HR |
2/1/2016, 05:35 PM |
Q3 2015 |
52 |
$85.3M |
+$951K |
-$26.3M |
-$25.3M |
SDY, BSCG, QQQ, SCHG, BSCF
|
13F-HR |
10/19/2015, 01:11 PM |
Q2 2015 |
66 |
$116M |
+$12.8M |
-$10.9M |
+$1.94M |
SDY, BSCG, QQQ, VIG, SCHG
|
13F-HR |
7/21/2015, 06:01 PM |
Q1 2015 |
58 |
$113M |
+$7.28M |
-$16.7M |
-$9.42M |
SDY, QQQ, BSCG, VIG, SCHG
|
13F-HR |
4/28/2015, 07:28 PM |
Q4 2014 |
61 |
$121M |
$0 |
$0 |
|
SDY, QQQ, VIG, BSCG, SCHG
|
13F-HR |
2/9/2015, 12:49 PM |