Q2 2024 |
155 |
$1.13B |
+$23.5M |
-$83.2M |
-$59.7M |
VOO, BND, SPY, IVV, TJX
|
13F-HR |
8/1/2024, 11:27 AM |
Q1 2024 |
154 |
$1.16B |
+$600M |
-$666M |
-$65.7M |
VOO, BND, SPY, IVV, TJX
|
13F-HR |
4/30/2024, 12:57 PM |
Q4 2023 |
137 |
$1.16B |
+$341M |
-$42.8M |
+$299M |
IWV, ACWI, VOO, SCHB, SPY
|
13F-HR |
2/5/2024, 06:07 PM |
Q3 2023 |
113 |
$777M |
+$6.86M |
-$6.53M |
+$325K |
ACWI, IWV, SCHB, SPY, VTV
|
13F-HR |
11/13/2023, 02:36 PM |
Q2 2023 |
133 |
$805M |
+$27.5M |
-$73M |
-$45.5M |
ACWI, IWV, SCHB, SPY, VTV
|
13F-HR |
8/2/2023, 12:57 PM |
Q1 2023 |
126 |
$805M |
+$36.2M |
-$55.9M |
-$19.8M |
ACWI, IWV, SCHB, VTV, SPY
|
13F-HR |
5/12/2023, 01:09 PM |
Q4 2022 |
119 |
$780M |
+$57M |
-$54.3M |
+$2.62M |
ACWI, IWV, SPY, VTV, SCHB
|
13F-HR |
2/14/2023, 02:51 PM |
Q3 2022 |
106 |
$716M |
+$41.1M |
-$165M |
-$124M |
ACWI, IWV, SPY, SCHB, VTV
|
13F-HR |
11/9/2022, 12:26 PM |
Q2 2022 |
50 |
$898M |
+$105M |
-$95.6M |
+$9.03M |
ACWI, SPY, IWV, VTV, SCHB
|
13F-HR |
8/12/2022, 03:20 PM |
Q1 2022 |
59 |
$1.05B |
+$128M |
-$103M |
+$25.1M |
SPY, IWV, SCHB, ACWI, VTV
|
13F-HR |
5/13/2022, 07:37 PM |
Q4 2021 |
59 |
$1.12B |
+$36.8M |
-$35.4M |
+$1.37M |
SPY, IWV, SCHB, VTV, EFA
|
13F-HR |
2/14/2022, 12:34 PM |
Q3 2021 |
89 |
$1.06B |
+$630M |
-$10.2M |
+$620M |
SPY, IWV, SCHB, VTV, EFA
|
13F-HR |
11/12/2021, 10:28 AM |
Q2 2021 |
247 |
$447M |
+$132M |
-$10.4M |
+$122M |
SPY, IJH, IEFA, IVV, IJR
|
13F-HR |
8/9/2021, 04:51 PM |
Q1 2021 |
26 |
$305M |
+$979K |
-$12.9M |
-$11.9M |
SPY, IJH, IVV, IJR, IEFA
|
13F-HR |
5/4/2021, 03:44 PM |
Q4 2020 |
25 |
$291M |
+$33.9M |
-$15.3M |
+$18.6M |
SPY, IJH, IVV, IJR, IEFA
|
13F-HR |
2/3/2021, 12:56 PM |
Q3 2020 |
25 |
$233M |
+$5.82M |
-$119M |
-$113M |
SPY, IJH, IVV, IEFA, IJR
|
13F-HR |
11/4/2020, 02:50 PM |
Q2 2020 |
27 |
$332M |
+$21M |
-$87.1M |
-$66.1M |
IVV, IJH, SPY, IJR, IEFA
|
13F-HR |
8/10/2020, 09:28 AM |
Q1 2020 |
32 |
$341M |
+$95.4M |
-$34.9M |
+$60.5M |
IVV, IJH, SPY, IJR, IEMG
|
13F-HR |
5/13/2020, 03:01 PM |
Q4 2019 |
34 |
$371M |
+$35.5M |
-$15.8M |
+$19.8M |
SPY, IJH, IVV, VWO, IJR
|
13F-HR |
2/14/2020, 11:44 AM |
Q3 2019 |
28 |
$332M |
+$78.5M |
-$2.12M |
+$76.4M |
SPY, IJH, VWO, VNQ, IJR
|
13F-HR |
11/14/2019, 02:20 PM |
Q2 2019 |
26 |
$258M |
+$2.26M |
-$10.7M |
-$8.39M |
IJH, VWO, SPY, IJR, IVV
|
13F-HR |
8/14/2019, 01:20 PM |
Q1 2019 |
29 |
$263M |
+$22.1M |
-$15.1M |
+$7M |
IJH, VWO, SPY, IJR, IVV
|
13F-HR |
5/14/2019, 06:32 PM |
Q4 2018 |
32 |
$229M |
+$63.9M |
-$73.4M |
-$9.53M |
IJH, VWO, DBC, SPY, IJR
|
13F-HR |
2/13/2019, 12:03 PM |
Q3 2018 |
35 |
$272M |
+$1.02M |
-$5.55M |
-$4.53M |
SPY, IJH, VWO, EFA, VNQ
|
13F-HR |
11/14/2018, 10:46 AM |
Q2 2018 |
34 |
$270M |
+$40.4M |
-$25.4M |
+$15M |
SPY, IJH, VWO, EFA, VNQ
|
13F-HR |
8/14/2018, 11:41 AM |
Q1 2018 |
33 |
$255M |
+$15M |
-$16.9M |
-$1.93M |
SPY, VWO, IJH, EFA, AMJ
|
13F-HR |
5/8/2018, 12:41 PM |
Q4 2017 |
31 |
$261M |
+$31M |
-$13.9M |
+$17.2M |
SPY, VWO, IJH, EFA, AMJ
|
13F-HR |
2/14/2018, 11:30 AM |
Q3 2017 |
30 |
$235M |
+$1.37M |
-$87.5M |
-$86.2M |
SPY, VWO, IJH, EFA, AMJ
|
13F-HR |
11/14/2017, 12:46 PM |
Q2 2017 |
91 |
$313M |
+$26.2M |
-$31.5M |
-$5.37M |
SPY, VWO, IJH, EFA, AMJ
|
13F-HR |
8/8/2017, 04:45 PM |
Q1 2017 |
89 |
$315M |
+$38.2M |
-$178M |
-$140M |
SPY, PRF, VWO, IJH, EFA
|
13F-HR |
5/10/2017, 11:28 AM |
Q4 2016 |
84 |
$425M |
+$203M |
-$4.44M |
+$198M |
SPY, VWO, IJH, VOO, AMJ
|
13F-HR |
2/14/2017, 05:55 PM |
Q3 2016 |
65 |
$236M |
+$5.48M |
-$30M |
-$24.6M |
SPY, VWO, IJH, AMJ, EFA
|
13F-HR |
11/14/2016, 01:36 PM |
Q2 2016 |
64 |
$254M |
+$26M |
-$10.5M |
+$15.5M |
SPY, IJH, VWO, AMJ, VNQ
|
13F-HR |
8/5/2016, 10:54 AM |
Q1 2016 |
63 |
$230M |
+$115M |
-$9.91M |
+$105M |
SPY, IJH, VWO, AMJ, VNQ
|
13F-HR |
5/16/2016, 10:23 AM |
Q4 2015 |
62 |
$124M |
$0 |
$0 |
|
IJH, VWO, SPY, DBC, VNQ
|
13F-HR |
2/11/2016, 12:03 PM |