Q3 2024 |
52 |
$229M |
+$11.9M |
-$12.6M |
-$639K |
IVV, SPTI, LQD, IEFA, BND
|
13F-HR |
10/17/2024, 04:54 PM |
Q2 2024 |
50 |
$215M |
+$3.06M |
-$625K |
+$2.43M |
IVV, SPTI, LQD, IEFA, BND
|
13F-HR |
7/12/2024, 01:46 PM |
Q1 2024 |
50 |
$212M |
+$25.1M |
-$13M |
+$12.1M |
IVV, SPTI, LQD, IEFA, BND
|
13F-HR |
4/15/2024, 10:16 AM |
Q4 2023 |
49 |
$184M |
+$3.78M |
-$1.81M |
+$1.97M |
IVV, SPTI, LQD, IJH, VNQ
|
13F-HR |
1/5/2024, 12:07 PM |
Q3 2023 |
45 |
$165M |
+$61.4M |
-$2.41M |
+$59M |
IVV, SPTI, IEFA, IJH, BND
|
13F-HR |
10/16/2023, 03:32 PM |
Q2 2023 |
40 |
$130M |
+$1.72M |
-$58.7M |
-$57M |
SPTI, LQD, IEFA, BND, VNQ
|
13F-HR |
7/11/2023, 03:11 PM |
Q1 2023 |
46 |
$167M |
+$23.4M |
-$22.5M |
+$892K |
IVV, SPTI, IEFA, IJH, BND
|
13F-HR |
4/10/2023, 12:09 PM |
Q4 2022 |
45 |
$178M |
+$3.34M |
-$988K |
+$2.35M |
IVV, SPTI, LQD, IEFA, BND
|
13F-HR |
1/5/2023, 10:37 AM |
Q3 2022 |
45 |
$145M |
+$14.5M |
-$9.93M |
+$4.61M |
IVV, LQD, IEFA, BND, VNQ
|
13F-HR |
10/7/2022, 01:03 PM |
Q2 2022 |
45 |
$170M |
+$781K |
-$2.2M |
-$1.42M |
IVV, SPTI, LQD, IEFA, VNQ
|
13F-HR |
7/6/2022, 01:00 PM |
Q1 2022 |
47 |
$194M |
+$20.9M |
-$18.2M |
+$2.72M |
IVV, SPTI, IEFA, LQD, VNQ
|
13F-HR |
4/13/2022, 11:42 AM |
Q4 2021 |
44 |
$202M |
+$3.7M |
-$1.73M |
+$1.98M |
IVV, SPTI, LQD, IJH, IEFA
|
13F-HR |
1/10/2022, 12:16 PM |
Q3 2021 |
44 |
$186M |
+$11.1M |
-$10.3M |
+$803K |
IVV, SPTI, LQD, IJH, IEFA
|
13F-HR |
10/13/2021, 07:50 AM |
Q2 2021 |
44 |
$184M |
+$1.12M |
-$2.6M |
-$1.48M |
IVV, SPTI, LQD, IJR, IJH
|
13F-HR |
7/19/2021, 10:11 AM |
Q1 2021 |
44 |
$186M |
+$15.4M |
-$9.56M |
+$5.81M |
IVV, SPTI, LQD, IJH, IJR
|
13F-HR |
4/26/2021, 03:53 PM |
Q4 2020 |
40 |
$174M |
+$2.86M |
-$824K |
+$2.04M |
IVV, SPTI, LQD, IJR, IJH
|
13F-HR |
1/21/2021, 06:58 AM |
Q3 2020 |
41 |
$157M |
+$9.3M |
-$15.2M |
-$5.89M |
IVV, SPTI, LQD, IJH, IEFA
|
13F-HR |
10/29/2020, 04:27 PM |
Q2 2020 |
36 |
$157M |
+$5.37M |
-$3.9M |
+$1.47M |
IVV, SPTI, LQD, IJH, IEFA
|
13F-HR |
7/20/2020, 11:39 AM |
Q1 2020 |
33 |
$138M |
+$12.7M |
-$18.9M |
-$6.11M |
IVV, SPTI, LQD, IJH, IEFA
|
13F-HR |
4/13/2020, 11:20 AM |
Q4 2019 |
36 |
$169M |
+$2.46M |
-$1.38M |
+$1.08M |
IVV, SPTI, LQD, IEFA, VNQ
|
13F-HR |
1/21/2020, 11:02 AM |
Q3 2019 |
34 |
$162M |
+$36.7M |
-$28.7M |
+$7.99M |
IVV, SPTI, LQD, VNQ, IEFA
|
13F-HR |
10/28/2019, 09:41 AM |
Q2 2019 |
32 |
$158M |
+$5.13M |
-$1.06M |
+$4.07M |
IVV, LQD, HYG, IEFA, SPTI
|
13F-HR |
7/18/2019, 01:15 PM |
Q1 2019 |
33 |
$150M |
+$52.5M |
-$46.8M |
+$5.72M |
IVV, LQD, HYG, IEFA, SPTI
|
13F-HR |
4/23/2019, 09:33 PM |
Q4 2018 |
32 |
$133M |
+$4.79M |
-$760K |
+$4.03M |
IVV, VCSH, SJNK, IEFA, IJH
|
13F-HR |
1/29/2019, 03:42 PM |
Q3 2018 |
32 |
$142M |
+$9.07M |
-$4.44M |
+$4.63M |
IVV, IEFA, VCSH, SJNK, IJH
|
13F-HR |
10/22/2018, 10:59 AM |
Q2 2018 |
29 |
$134M |
+$10.7M |
-$3.11M |
+$7.62M |
IVV, VCSH, SJNK, IEFA, IJH
|
13F-HR |
7/17/2018, 11:16 AM |
Q1 2018 |
33 |
$125M |
+$15M |
-$14.8M |
+$200K |
IVV, VCSH, SJNK, IEFA, IJH
|
13F-HR |
4/25/2018, 10:30 AM |
Q4 2017 |
34 |
$127M |
+$19.5M |
-$1.4M |
+$18.1M |
IVV, IEFA, SJNK, VCSH, SHY
|
13F-HR |
1/18/2018, 11:56 AM |
Q3 2017 |
32 |
$106M |
+$28.4M |
-$28.7M |
-$319K |
IVV, SJNK, VCSH, BSV, SHY
|
13F-HR |
10/20/2017, 12:21 PM |
Q2 2017 |
32 |
$99.5M |
$0 |
$0 |
|
IVV, SPSB, SJNK, BSV, SHY
|
13F-HR |
7/17/2017, 05:02 PM |
Q1 2017 |
31 |
$81.1M |
$0 |
$0 |
|
SPSB, SJNK, EFA, BSV, SHY
|
13F-HR |
4/26/2017, 12:18 PM |