Q3 2024 |
84 |
$326M |
+$20.6M |
-$8.71M |
+$11.9M |
IVV, META, KWEB, VOO, MSFT
|
13F-HR |
10/21/2024, 08:59 AM |
Q2 2024 |
83 |
$299M |
+$19M |
-$22.7M |
-$3.68M |
IVV, META, KWEB, VOO, MSFT
|
13F-HR |
8/1/2024, 09:25 AM |
Q1 2024 |
83 |
$299M |
+$14.7M |
-$12.3M |
+$2.4M |
IVV, KWEB, META, VOO, MSFT
|
13F-HR |
5/8/2024, 08:51 AM |
Q4 2023 |
79 |
$270M |
+$14.4M |
-$7.75M |
+$6.64M |
IVV, KWEB, META, MSFT, VOO
|
13F-HR |
2/9/2024, 09:18 AM |
Q3 2023 |
71 |
$240M |
+$8.97M |
-$5.1M |
+$3.86M |
IVV, KWEB, META, VOO, MSFT
|
13F-HR |
10/24/2023, 08:31 AM |
Q2 2023 |
71 |
$242M |
+$5.82M |
-$123M |
-$117M |
IVV, KWEB, META, VOO, MSFT
|
13F-HR |
7/27/2023, 07:13 AM |
Q1 2023 |
68 |
$340M |
+$4.71M |
-$17.9M |
-$13.2M |
IVV, KWEB, VOO, META, MSFT
|
13F-HR |
5/9/2023, 08:34 AM |
Q4 2022 |
67 |
$330M |
+$9.32M |
-$21.7M |
-$12.4M |
IVV, KWEB, IWM, VOO, XPRO
|
13F-HR |
2/9/2023, 08:28 AM |
Q3 2022 |
70 |
$315M |
+$9.91M |
-$110M |
-$101M |
IVV, KWEB, IWM, XPRO, VOO
|
13F-HR |
10/26/2022, 06:55 AM |
Q2 2022 |
75 |
$446M |
+$19.1M |
-$27.4M |
-$8.27M |
IVV, IWM, XLI, KRE, KWEB
|
13F-HR |
7/27/2022, 08:28 AM |
Q1 2022 |
81 |
$541M |
+$189M |
-$6.13M |
+$183M |
IVV, IWM, XLI, KRE, KWEB
|
13F-HR |
5/9/2022, 07:56 AM |
Q4 2021 |
82 |
$378M |
+$30.5M |
-$210M |
-$180M |
IVV, IWM, XLI, SLQD, VOO
|
13F-HR |
2/9/2022, 09:01 AM |
Q3 2021 |
111 |
$539M |
+$24.6M |
-$26.1M |
-$1.51M |
IVV, IWM, XLI, SLQD, GOOGL
|
13F-HR |
11/8/2021, 08:48 AM |
Q2 2021 |
111 |
$551M |
+$25.9M |
-$3.06M |
+$22.8M |
IVV, IWM, SLQD, XLI, DIS
|
13F-HR |
7/14/2021, 07:51 AM |
Q1 2021 |
106 |
$505M |
+$10.4M |
-$11.1M |
-$650K |
IVV, IWM, SLQD, DIS, GOOGL
|
13F-HR |
5/11/2021, 09:13 AM |
Q4 2020 |
107 |
$480M |
+$33.8M |
-$64.6M |
-$30.8M |
IVV, IWM, SLQD, DIS, AAPL
|
13F-HR |
2/10/2021, 07:41 AM |
Q3 2020 |
102 |
$455M |
+$28M |
-$6.66M |
+$21.4M |
IVV, QUAL, SLQD, IWM, AAPL
|
13F-HR |
11/10/2020, 07:34 AM |
Q2 2020 |
86 |
$417M |
+$32.8M |
-$62.2M |
-$29.5M |
SLQD, IVV, QUAL, IWM, AAPL
|
13F-HR |
8/13/2020, 07:04 AM |
Q1 2020 |
99 |
$374M |
+$49.3M |
-$68.8M |
-$19.5M |
IWM, IVV, QUAL, SLQD, META
|
13F-HR |
5/8/2020, 08:58 AM |
Q4 2019 |
120 |
$481M |
+$26.1M |
-$77M |
-$50.9M |
IWM, IVV, QUAL, SLQD, AAPL
|
13F-HR |
2/11/2020, 06:47 AM |
Q3 2019 |
134 |
$499M |
+$37.3M |
-$16.3M |
+$21M |
IVV, IWM, QUAL, SLQD, DIS
|
13F-HR |
11/8/2019, 08:17 AM |
Q2 2019 |
138 |
$476M |
+$25.3M |
-$23M |
+$2.37M |
IWM, IVV, QUAL, SLQD, DIS
|
13F-HR |
8/15/2019, 07:30 AM |
Q1 2019 |
139 |
$461M |
+$20.7M |
-$28.4M |
-$7.7M |
IVV, IWM, QUAL, SLQD, XLE
|
13F-HR |
5/13/2019, 09:10 AM |
Q4 2018 |
138 |
$421M |
+$83.1M |
-$128M |
-$44.9M |
IVV, IWM, QUAL, SLQD, LQD
|
13F-HR |
2/14/2019, 09:58 AM |
Q3 2018 |
142 |
$527M |
+$50.9M |
-$71.4M |
-$20.5M |
IVV, SLQD, QUAL, LQD, DSUM
|
13F-HR |
11/13/2018, 08:42 AM |
Q2 2018 |
164 |
$521M |
+$40.6M |
-$61.3M |
-$20.7M |
IVV, SLQD, LQD, DSUM, MA
|
13F-HR |
8/13/2018, 09:15 AM |
Q1 2018 |
142 |
$538M |
+$18.4M |
-$121M |
-$102M |
IVV, SLQD, LQD, IEMG, THO
|
13F-HR |
5/4/2018, 09:34 AM |
Q4 2017 |
195 |
$643M |
+$27.1M |
-$166M |
-$139M |
IVV, SLQD, LQD, IEMG, THO
|
13F-HR |
2/2/2018, 07:22 AM |
Q3 2017 |
167 |
$744M |
+$25.6M |
-$41.6M |
-$16M |
IVV, LQD, SLQD, IEMG, ALB
|
13F-HR |
11/9/2017, 08:25 AM |
Q2 2017 |
178 |
$729M |
+$53.4M |
-$112M |
-$58.9M |
IVV, LQD, SLQD, IEMG, USMV
|
13F-HR |
7/18/2017, 08:05 AM |
Q1 2017 |
185 |
$768M |
+$16.7M |
-$26.5M |
-$9.79M |
IVV, LQD, IEMG, INDA, EEM
|
13F-HR |
5/9/2017, 08:32 AM |
Q4 2016 |
188 |
$733M |
+$50.9M |
-$93.9M |
-$43.1M |
IVV, LQD, IEMG, INDA, EEM
|
13F-HR |
2/10/2017, 06:50 AM |
Q3 2016 |
186 |
$764M |
+$31M |
-$22M |
+$9M |
IVV, LQD, INDA, EEM, IEMG
|
13F-HR |
11/10/2016, 08:39 AM |
Q2 2016 |
188 |
$731M |
+$24.4M |
-$45M |
-$20.6M |
IVV, LQD, EEM, INDA, USMV
|
13F-HR |
8/12/2016, 08:14 AM |
Q1 2016 |
193 |
$742M |
+$22.7M |
-$22.8M |
-$131K |
IVV, LQD, EEM, INDA, EWJ
|
13F-HR |
5/11/2016, 07:29 AM |
Q4 2015 |
309 |
$734M |
$0 |
$0 |
|
IVV, LQD, INDA, EEM, EWJ
|
Restatement |
2/10/2016, 09:36 AM |