Q2 2024 |
208 |
$76.7M |
+$4.33M |
-$1.45M |
+$2.88M |
IVV, GPK, IJH, VNQ, ANGL
|
13F-HR |
8/8/2024, 03:16 PM |
Q1 2024 |
217 |
$74.3M |
+$7.5M |
-$4.4M |
+$3.1M |
IVV, GPK, IJH, VNQ, ANGL
|
13F-HR |
5/2/2024, 11:53 AM |
Q4 2023 |
268 |
$71M |
+$8.94M |
-$1.58M |
+$7.36M |
IVV, GPK, IJH, VNQ, ANGL
|
13F-HR |
2/12/2024, 03:49 PM |
Q3 2023 |
202 |
$57.7M |
+$1.37M |
-$633K |
+$736K |
GPK, IVV, IJH, VNQ, ANGL
|
13F-HR |
11/7/2023, 10:12 AM |
Q2 2023 |
196 |
$59.6M |
+$2.48M |
-$2.34M |
+$139K |
GPK, IVV, IJH, VNQ, IEFA
|
13F-HR |
8/9/2023, 11:46 AM |
Q1 2023 |
186 |
$57M |
+$3.56M |
-$783K |
+$2.77M |
GPK, IVV, IJH, VNQ, IEFA
|
13F-HR |
5/9/2023, 01:17 PM |
Q4 2022 |
162 |
$51.6M |
+$1.92M |
-$997K |
+$920K |
GPK, IVV, IJH, VNQ, IEFA
|
13F-HR |
2/10/2023, 02:42 PM |
Q3 2022 |
153 |
$47.5M |
+$6.49M |
-$935K |
+$5.55M |
GPK, IVV, IJH, VNQ, IEFA
|
13F-HR |
11/1/2022, 11:52 AM |
Q2 2022 |
128 |
$45.2M |
+$2.24M |
-$795K |
+$1.44M |
IVV, IJH, VNQ, IEFA, ANGL
|
13F-HR |
8/5/2022, 11:06 AM |
Q1 2022 |
136 |
$50.9M |
+$3.17M |
-$12.5M |
-$9.3M |
IVV, IJH, VNQ, IEFA, AAPL
|
13F-HR |
5/2/2022, 03:25 PM |
Q4 2021 |
139 |
$65.2M |
+$1.51M |
-$1.85M |
-$336K |
IJH, IVV, HYG, IEMG, IJR
|
13F-HR |
1/24/2022, 04:20 PM |
Q3 2021 |
137 |
$61.7M |
+$4.73M |
-$2.35M |
+$2.38M |
IJH, IVV, HYG, IEMG, IJR
|
13F-HR |
11/1/2021, 03:13 PM |
Q2 2021 |
138 |
$59.5M |
+$4.94M |
-$3.72M |
+$1.22M |
HYG, IJH, IVV, IEMG, IJR
|
13F-HR |
7/29/2021, 11:02 AM |
Q1 2021 |
123 |
$54.3M |
+$777K |
-$2.78M |
-$2M |
HYG, IJH, IVV, IEMG, IJR
|
13F-HR |
5/5/2021, 03:10 PM |
Q4 2020 |
115 |
$55.2M |
+$4.09M |
-$3.02M |
+$1.07M |
HYG, IJH, IVV, IEMG, IJR
|
13F-HR |
2/10/2021, 12:52 PM |
Q3 2020 |
106 |
$49.3M |
+$1.97M |
-$1.17M |
+$795K |
HYG, IJH, IVV, IJR, IEFA
|
13F-HR |
11/4/2020, 04:21 PM |
Q2 2020 |
108 |
$46.6M |
+$1.69M |
-$2.36M |
-$673K |
HYG, IJH, IVV, IJR, IEFA
|
13F-HR |
7/27/2020, 03:44 PM |
Q1 2020 |
106 |
$41M |
+$3.29M |
-$566K |
+$2.72M |
HYG, IVV, IJH, IEFA, IJR
|
13F-HR |
5/5/2020, 02:09 PM |
Q4 2019 |
107 |
$48.1M |
+$1.48M |
-$2.46M |
-$985K |
HYG, IVV, IJH, IEFA, IJR
|
13F-HR |
2/4/2020, 04:44 PM |
Q3 2019 |
226 |
$46.6M |
+$965K |
-$15.4M |
-$14.4M |
HYG, IJH, IVV, IEFA, IJR
|
13F-HR |
10/15/2019, 04:14 PM |
Q2 2019 |
225 |
$61M |
+$2.01M |
-$5.96M |
-$3.95M |
HYG, IJR, IJH, TIP, IEMG
|
13F-HR |
8/5/2019, 01:29 PM |
Q1 2019 |
217 |
$63.9M |
+$3.53M |
-$6.74M |
-$3.21M |
HYG, IJR, IJH, IEMG, TIP
|
13F-HR |
5/6/2019, 04:40 PM |
Q4 2018 |
208 |
$61.1M |
+$2.38M |
-$3.22M |
-$841K |
HYG, NEAR, IJR, IJH, TIP
|
13F-HR |
2/7/2019, 11:05 AM |
Q3 2018 |
222 |
$69M |
+$18.6M |
-$107M |
-$87.9M |
HYG, NEAR, IJR, IJH, TIP
|
13F-HR |
11/14/2018, 12:06 PM |
Q2 2018 |
58 |
$153M |
$0 |
$0 |
|
IJH, IVV, AGG, HYG, IEFA
|
13F-HR |
7/26/2018, 04:15 PM |
Q1 2018 |
58 |
$153M |
+$4.42M |
-$681K |
+$3.74M |
IJH, IVV, AGG, HYG, IEFA
|
13F-HR |
4/18/2018, 05:20 PM |
Q4 2017 |
51 |
$151M |
+$1.94M |
-$2.59M |
-$649K |
IJH, IVV, AGG, HYG, IEFA
|
13F-HR |
1/22/2018, 11:21 AM |
Q3 2017 |
54 |
$147M |
+$18.5M |
-$5.09M |
+$13.4M |
IJH, IVV, AGG, HYG, IEFA
|
13F-HR |
10/30/2017, 03:10 PM |
Q2 2017 |
52 |
$131M |
+$8.07M |
-$19M |
-$10.9M |
AGG, IJH, IVV, HYG, IVE
|
13F-HR |
7/26/2017, 02:18 PM |
Q1 2017 |
40 |
$139M |
+$7.12M |
-$787K |
+$6.33M |
IJH, AGG, IVV, HYG, IVW
|
13F-HR |
4/20/2017, 12:25 PM |
Q4 2016 |
30 |
$130M |
+$4.97M |
-$2.24M |
+$2.73M |
IJH, AGG, IVV, HYG, IVE
|
13F-HR |
1/12/2017, 11:00 AM |
Q3 2016 |
29 |
$126M |
+$39.7M |
-$10.7M |
+$29M |
AGG, IJH, IVV, HYG, IVE
|
13F-HR |
10/18/2016, 04:05 PM |
Q2 2016 |
30 |
$95.7M |
+$16.5M |
-$45.5M |
-$29M |
AGG, IJH, BSV, HYG, EEMV
|
13F-HR |
7/21/2016, 10:01 AM |
Q1 2016 |
27 |
$122M |
+$3.63M |
-$1.21M |
+$2.42M |
IJH, AGG, IEFA, HYG, EEMV
|
13F-HR |
5/16/2016, 08:03 PM |
Q4 2015 |
25 |
$117M |
+$8.21M |
-$80.6K |
+$8.13M |
IJH, AGG, IEFA, HYG, EEMV
|
13F-HR |
2/2/2016, 04:21 PM |
Q3 2015 |
23 |
$108M |
+$3.68M |
-$683K |
+$3M |
IJH, AGG, HYG, IEFA, EEMV
|
13F-HR |
11/2/2015, 01:43 PM |
Q2 2015 |
26 |
$112M |
+$4.15M |
-$73.1K |
+$4.08M |
IJH, AGG, HYG, IEFA, EEMV
|
13F-HR |
8/5/2015, 04:30 PM |
Q1 2015 |
26 |
$110M |
$0 |
$0 |
|
IJH, AGG, HYG, IEFA, EEMV
|
13F-HR |
5/12/2015, 02:08 PM |