Q3 2024 |
265 |
$1.61B |
+$67.1M |
-$21.1M |
+$45.9M |
IVV, IJH, SPY, IJR, SPYV
|
13F-HR |
11/1/2024, 04:56 PM |
Q2 2024 |
249 |
$1.48B |
+$92.1M |
-$71.9M |
+$20.2M |
IVV, IJH, SPY, VTIP, IJR
|
13F-HR |
7/30/2024, 04:15 PM |
Q1 2024 |
237 |
$1.44B |
+$92.7M |
-$34.7M |
+$58M |
IVV, IJH, SPY, VTIP, SPYV
|
13F-HR |
5/1/2024, 02:34 PM |
Q4 2023 |
225 |
$1.36B |
+$95.1M |
-$96.8M |
-$1.7M |
IVV, VTIP, IJH, SPY, SPYV
|
13F-HR |
1/29/2024, 03:38 PM |
Q3 2023 |
219 |
$1.24B |
+$131M |
-$69.1M |
+$61.6M |
IVV, VTIP, IJH, SPY, SPYV
|
13F-HR |
10/30/2023, 04:30 PM |
Q2 2023 |
216 |
$1.24B |
+$37.5M |
-$13.1M |
+$24.5M |
IVV, IJH, VTIP, SPY, SPYV
|
13F-HR |
7/31/2023, 01:29 PM |
Q1 2023 |
199 |
$1.16B |
+$24.3M |
-$50.3M |
-$26M |
IVV, VTIP, IJH, SPY, SPYV
|
13F-HR |
5/3/2023, 02:29 PM |
Q4 2022 |
203 |
$1.14B |
+$132M |
-$74.3M |
+$58M |
IVV, VTIP, IJH, SPY, SPYV
|
13F-HR |
2/3/2023, 12:53 PM |
Q3 2022 |
188 |
$1.02B |
+$79M |
-$32.7M |
+$46.3M |
IVV, VTIP, SPY, IJH, JPST
|
13F-HR |
10/28/2022, 08:19 AM |
Q2 2022 |
193 |
$1.02B |
+$76.2M |
-$72.3M |
+$3.97M |
IVV, VTIP, SPY, IJH, JPST
|
13F-HR |
7/27/2022, 01:33 PM |
Q1 2022 |
204 |
$1.18B |
+$78.2M |
-$9.98M |
+$68.3M |
IVV, JPST, VTIP, SPY, IJH
|
13F-HR |
5/6/2022, 12:24 PM |
Q4 2021 |
182 |
$1.16B |
+$31.9M |
-$10.5M |
+$21.4M |
IVV, JPST, SPY, VTIP, IJH
|
13F-HR |
1/31/2022, 01:36 PM |
Q3 2021 |
173 |
$1.07B |
+$39.3M |
-$23.5M |
+$15.8M |
IVV, JPST, VTIP, SPY, IJH
|
13F-HR |
11/1/2021, 02:56 PM |
Q2 2021 |
163 |
$1.04B |
+$36.1M |
-$19.1M |
+$16.9M |
IVV, JPST, VTIP, SPY, IJH
|
13F-HR |
7/27/2021, 10:38 AM |
Q1 2021 |
172 |
$967M |
+$82.3M |
-$31.3M |
+$51M |
IVV, JPST, VTIP, SPY, IJH
|
13F-HR |
4/29/2021, 09:48 AM |
Q4 2020 |
153 |
$866M |
+$48.4M |
-$10.3M |
+$38.1M |
IVV, JPST, SPY, VTIP, IJH
|
13F-HR |
2/9/2021, 10:39 AM |
Q3 2020 |
138 |
$743M |
+$96.5M |
-$30.1M |
+$66.4M |
IVV, JPST, VTIP, SPY, DDOG
|
13F-HR |
11/3/2020, 09:51 AM |
Q2 2020 |
127 |
$654M |
+$104M |
-$21.3M |
+$82.4M |
IVV, JPST, VTIP, SPY, DDOG
|
13F-HR |
8/4/2020, 02:58 PM |
Q1 2020 |
120 |
$490M |
+$93.6M |
-$97.7M |
-$4.01M |
IVV, VTIP, SPY, IJH, SDY
|
13F-HR |
4/29/2020, 03:14 PM |
Q4 2019 |
135 |
$611M |
+$38.6M |
-$17.4M |
+$21.3M |
IVV, IJH, SPY, VTIP, IJR
|
13F-HR |
1/29/2020, 03:29 PM |
Q3 2019 |
121 |
$559M |
+$35M |
-$16.1M |
+$18.9M |
IVV, IJH, SPY, VTIP, TPYP
|
13F-HR |
10/22/2019, 02:01 PM |
Q2 2019 |
119 |
$538M |
+$32.1M |
-$17.8M |
+$14.3M |
IVV, IJH, SPY, TPYP, VTIP
|
Restatement |
9/27/2019, 03:21 PM |
Q1 2019 |
119 |
$513M |
+$20.9M |
-$4.3M |
+$16.6M |
IVV, IJH, SPY, TPYP, IJR
|
13F-HR |
5/3/2019, 10:03 AM |
Q4 2018 |
107 |
$444M |
+$42.3M |
-$19.1M |
+$23.1M |
IVV, IJH, SPY, TPYP, IJR
|
13F-HR |
1/28/2019, 09:39 AM |
Q3 2018 |
105 |
$489M |
+$9.88M |
-$6.03M |
+$3.84M |
IVV, IJH, SPY, TPYP, AMJ
|
13F-HR |
10/26/2018, 09:35 AM |
Q2 2018 |
102 |
$465M |
+$69M |
-$65M |
+$4.02M |
IVV, IJH, SPY, TPYP, VTIP
|
13F-HR |
8/1/2018, 05:34 PM |
Q1 2018 |
107 |
$446M |
+$17.7M |
-$16.7M |
+$1.01M |
IVV, SPY, IJH, MLPI, AMJ
|
13F-HR |
4/25/2018, 05:05 PM |
Q4 2017 |
113 |
$458M |
+$44.3M |
-$7.79M |
+$36.5M |
IVV, SPY, IJH, MLPI, AMJ
|
13F-HR |
2/2/2018, 03:52 PM |
Q3 2017 |
95 |
$406M |
+$29.9M |
-$5M |
+$24.9M |
IVV, SPY, IJH, MLPI, AMJ
|
13F-HR |
10/24/2017, 12:47 PM |
Q2 2017 |
95 |
$375M |
+$21.4M |
-$7.92M |
+$13.4M |
IVV, SPY, IJH, AMJ, MLPI
|
13F-HR |
7/21/2017, 12:36 PM |
Q1 2017 |
95 |
$360M |
+$27.6M |
-$3.13M |
+$24.4M |
IVV, SPY, AMJ, MLPI, IJH
|
13F-HR |
5/4/2017, 01:52 PM |
Q4 2016 |
96 |
$329M |
+$34.5M |
-$46.1M |
-$11.5M |
IVV, SPY, AMJ, IJH, MLPI
|
13F-HR |
1/26/2017, 09:30 AM |
Q3 2016 |
364 |
$332M |
+$21.5M |
-$6.65M |
+$14.8M |
IVV, SPY, AMJ, SDY, PRF
|
13F-HR |
10/19/2016, 03:55 PM |
Q2 2016 |
373 |
$309M |
+$23.9M |
-$7.69M |
+$16.2M |
SPY, IVV, AMJ, SDY, PRF
|
13F-HR |
8/3/2016, 05:54 PM |
Q1 2016 |
378 |
$279M |
+$22.5M |
-$12.1M |
+$10.4M |
SPY, IVV, AMJ, SDY, PRF
|
13F-HR |
4/18/2016, 12:06 PM |
Q4 2015 |
393 |
$267M |
+$50.3M |
-$43.8M |
+$6.5M |
SPY, AMJ, SDY, IVV, PRF
|
13F-HR |
2/8/2016, 09:11 PM |
Q3 2015 |
414 |
$255M |
+$40.6M |
-$15.7M |
+$25M |
SPY, IVV, SDY, PRF, AMJ
|
13F-HR |
2/8/2016, 09:09 PM |
Q2 2015 |
400 |
$254M |
+$19M |
-$1.97M |
+$17M |
SPY, IVV, SDY, AMJ, MLPN
|
13F-HR |
2/8/2016, 09:06 PM |
Q1 2015 |
367 |
$243M |
+$13.2M |
-$9.49M |
+$3.75M |
SPY, AMJ, SDY, MLPN, IVV
|
13F-HR |
2/8/2016, 09:02 PM |
Q4 2014 |
374 |
$241M |
$0 |
$0 |
|
SPY, AMJ, SDY, MLPN, IVV
|
13F-HR |
2/8/2016, 08:53 PM |