Q3 2024 |
213 |
$1.45B |
+$115M |
-$96M |
+$19.1M |
SCHG, SCHV, DFAU, AAPL, IBTM
|
13F-HR |
10/15/2024, 03:14 PM |
Q2 2024 |
221 |
$1.36B |
+$117M |
-$63.5M |
+$53.8M |
SCHV, SCHG, DFAU, AAPL, XLK
|
13F-HR |
7/22/2024, 01:03 PM |
Q1 2024 |
218 |
$1.3B |
+$132M |
-$65.2M |
+$67.3M |
SCHV, SCHG, DFAU, AAPL, IBTM
|
13F-HR |
4/24/2024, 01:14 PM |
Q4 2023 |
198 |
$1.17B |
+$144M |
-$166M |
-$21.9M |
SCHV, SCHG, DFAU, AAPL, IBTM
|
13F-HR |
1/26/2024, 10:59 AM |
Q3 2023 |
204 |
$1.09B |
+$81.5M |
-$59.3M |
+$22.1M |
SCHV, SCHG, SCHF, TLT, IBTM
|
13F-HR |
11/1/2023, 10:37 AM |
Q2 2023 |
204 |
$1.11B |
+$62.3M |
-$184M |
-$122M |
SCHV, SCHG, SCHF, AAPL, XLK
|
13F-HR |
7/19/2023, 11:54 AM |
Q1 2023 |
403 |
$1.19B |
+$289M |
-$215M |
+$74.1M |
SCHV, SCHG, SCHF, AAPL, TLT
|
13F-HR |
5/3/2023, 02:42 PM |
Q4 2022 |
384 |
$1.05B |
+$263M |
-$93.2M |
+$170M |
SCHV, SCHG, SCHF, TLH, SCHZ
|
13F-HR |
2/13/2023, 04:22 PM |
Q3 2022 |
309 |
$838M |
+$49.2M |
-$16M |
+$33.2M |
SCHV, SCHG, SCHF, SCHZ, TLH
|
13F-HR |
10/6/2022, 03:23 PM |
Q2 2022 |
310 |
$861M |
+$85.2M |
-$54.9M |
+$30.3M |
SCHV, SCHG, SCHF, SCHZ, VCIT
|
13F-HR |
7/14/2022, 03:05 PM |
Q1 2022 |
309 |
$979M |
+$168M |
-$54.7M |
+$113M |
SCHG, SCHV, SCHF, SCHZ, VCIT
|
13F-HR |
4/28/2022, 01:32 PM |
Q4 2021 |
279 |
$992M |
+$22.5M |
-$92.3M |
-$69.8M |
SCHG, SCHV, SCHF, SCHZ, RBLX
|
13F-HR |
1/27/2022, 03:16 PM |
Q3 2021 |
266 |
$1B |
+$42.7M |
-$27.1M |
+$15.6M |
SCHG, SCHV, SCHF, SCHZ, VCIT
|
13F-HR |
10/25/2021, 04:06 PM |
Q2 2021 |
267 |
$1B |
+$48.4M |
-$62.3M |
-$13.9M |
SCHG, SCHV, SCHF, SCHZ, VCIT
|
13F-HR |
7/20/2021, 01:16 PM |
Q1 2021 |
259 |
$943M |
+$122M |
-$33.1M |
+$88.7M |
SCHG, SCHV, SCHF, SCHZ, RBLX
|
13F-HR |
4/21/2021, 04:50 PM |
Q4 2020 |
252 |
$829M |
+$59.8M |
-$9.95M |
+$49.8M |
SCHG, SCHV, SCHF, SCHZ, VOE
|
13F-HR |
2/11/2021, 05:16 PM |
Q3 2020 |
233 |
$718M |
+$69M |
-$25.7M |
+$43.3M |
SCHG, SCHV, SCHF, SCHZ, VOE
|
13F-HR |
11/12/2020, 05:36 PM |
Q2 2020 |
211 |
$652M |
+$121M |
-$73M |
+$47.5M |
SCHG, SCHV, SCHF, SCHZ, VOE
|
13F-HR |
8/5/2020, 05:37 PM |
Q1 2020 |
185 |
$525M |
+$105M |
-$102M |
+$3.14M |
SCHG, SCHV, SCHF, IEF, TLH
|
13F-HR |
5/13/2020, 12:51 PM |
Q4 2019 |
195 |
$607M |
+$37.4M |
-$12.3M |
+$25.2M |
SCHG, SCHV, SCHF, MDYV, IEF
|
13F-HR |
2/12/2020, 11:17 AM |
Q3 2019 |
182 |
$553M |
+$39.6M |
-$12.1M |
+$27.5M |
SCHV, SCHG, SCHF, MDYV, MDYG
|
13F-HR |
11/13/2019, 11:47 AM |
Q2 2019 |
170 |
$521M |
+$73.2M |
-$37.6M |
+$35.6M |
SCHG, SCHV, SCHF, MDYV, IEF
|
13F-HR |
8/14/2019, 10:27 AM |
Q1 2019 |
171 |
$471M |
+$76.4M |
-$5.41M |
+$71M |
SCHV, SCHG, SCHZ, SCHF, MDYV
|
13F-HR |
5/14/2019, 04:25 PM |
Q4 2018 |
133 |
$360M |
+$15.1M |
-$44.6M |
-$29.5M |
SCHV, SCHG, SCHZ, SCHF, MDYV
|
13F-HR |
2/14/2019, 04:19 PM |
Q3 2018 |
814 |
$439M |
+$39.5M |
-$9.88M |
+$29.6M |
SCHV, SCHG, SCHZ, SCHF, MDYV
|
13F-HR |
11/13/2018, 11:26 AM |
Q2 2018 |
143 |
$395M |
+$54.3M |
-$47.7M |
+$6.65M |
SCHV, SCHG, SCHZ, SCHF, MDYV
|
13F-HR |
8/14/2018, 08:36 PM |
Q1 2018 |
762 |
$419M |
+$23.7M |
-$12.7M |
+$11M |
SCHV, SCHG, SCHZ, SCHF, MDYV
|
13F-HR |
5/15/2018, 03:27 PM |
Q4 2017 |
761 |
$414M |
+$33M |
-$18.1M |
+$14.9M |
SCHV, SCHG, SCHZ, SCHF, MDYV
|
13F-HR |
2/14/2018, 02:00 PM |
Q3 2017 |
800 |
$392M |
+$28.4M |
-$7.55M |
+$20.8M |
SCHV, SCHG, SCHZ, SCHF, MDYV
|
13F-HR |
11/15/2017, 11:42 AM |
Q2 2017 |
715 |
$358M |
+$32.2M |
-$18.7M |
+$13.6M |
SCHV, SCHG, SCHZ, SCHF, MDYV
|
13F-HR |
8/15/2017, 12:15 PM |
Q1 2017 |
710 |
$320M |
$0 |
$0 |
|
SCHV, SCHG, SCHZ, SCHF, MDYV
|
13F-HR |
5/16/2017, 09:35 AM |
Q4 2016 |
710 |
$322M |
+$20.3M |
-$15.9M |
+$4.43M |
SCHV, SCHG, SCHZ, SCHF, MDYV
|
13F-HR |
2/15/2017, 03:51 PM |
Q3 2016 |
728 |
$315M |
+$41M |
-$22.8M |
+$18.2M |
SCHV, SCHG, SCHZ, SCHF, SPTL
|
13F-HR |
11/15/2016, 11:35 AM |
Q2 2016 |
744 |
$288M |
+$44.6M |
-$5.78M |
+$38.8M |
SCHV, SCHG, SCHZ, SCHF, SPTL
|
13F-HR |
8/16/2016, 04:37 PM |
Q1 2016 |
696 |
$243M |
+$136M |
-$2.91M |
+$133M |
SCHG, SCHV, SCHF, SCHZ, SPTL
|
13F-HR |
5/13/2016, 02:05 PM |
Q4 2015 |
421 |
$108M |
+$9.11M |
-$113M |
-$104M |
SPTL, MDYG, MDYV, SLYV, SLYG
|
13F-HR |
2/29/2016, 05:26 PM |
Q3 2015 |
615 |
$205M |
$0 |
$0 |
|
SCHG, SCHV, SCHF, SCHZ, SPTL
|
13F-HR |
11/25/2015, 11:04 AM |