Q3 2024 |
157 |
$571M |
+$31.5M |
-$15.1M |
+$16.4M |
AGG, PRAY, MUB, IVV, BIV
|
13F-HR |
10/9/2024, 01:42 PM |
Q2 2024 |
157 |
$530M |
+$32.5M |
-$36.9M |
-$4.4M |
AGG, PRAY, MUB, BIV, IVV
|
13F-HR |
7/24/2024, 12:42 PM |
Q1 2024 |
162 |
$535M |
+$32.4M |
-$10M |
+$22.4M |
AGG, PRAY, MUB, BIV, IVV
|
13F-HR |
4/16/2024, 12:16 PM |
Q4 2023 |
161 |
$489M |
+$20.2M |
-$9.01M |
+$11.2M |
AGG, PRAY, MUB, BIV, ISTB
|
13F-HR |
1/24/2024, 12:10 PM |
Q3 2023 |
161 |
$440M |
+$21.9M |
-$12.6M |
+$9.34M |
AGG, MUB, PRAY, BIV, ISTB
|
13F-HR |
10/30/2023, 04:14 PM |
Q2 2023 |
171 |
$447M |
+$57M |
-$54.8M |
+$2.18M |
AGG, PRAY, MUB, BIV, ISTB
|
13F-HR |
7/21/2023, 05:42 PM |
Q1 2023 |
163 |
$425M |
+$58.5M |
-$30.2M |
+$28.3M |
AGG, ISTB, PRAY, MUB, IVV
|
13F-HR |
4/27/2023, 05:57 PM |
Q4 2022 |
157 |
$386M |
+$32.6M |
-$39M |
-$6.41M |
ISTB, PRAY, MUB, IGSB, AGG
|
13F-HR |
2/7/2023, 04:41 PM |
Q3 2022 |
143 |
$371M |
+$10.2M |
-$36.7M |
-$26.5M |
ISTB, PRAY, MUB, AGG, IGSB
|
13F-HR |
10/20/2022, 12:19 PM |
Q2 2022 |
153 |
$428M |
+$34.4M |
-$39M |
-$4.67M |
ISTB, PRAY, MUB, AGG, IGSB
|
13F-HR |
7/19/2022, 08:59 PM |
Q1 2022 |
164 |
$490M |
+$53.4M |
-$19.9M |
+$33.5M |
ISTB, PRAY, IGIB, IGSB, AGG
|
13F-HR |
4/20/2022, 05:35 PM |
Q4 2021 |
152 |
$491M |
+$28.5M |
-$22M |
+$6.52M |
ISTB, IGIB, IGSB, AGG, IVV
|
13F-HR |
1/20/2022, 10:19 AM |
Q3 2021 |
151 |
$460M |
+$32.2M |
-$13M |
+$19.2M |
ISTB, IGIB, IGSB, AGG, IVV
|
13F-HR |
10/12/2021, 07:59 PM |
Q2 2021 |
150 |
$443M |
+$28.4M |
-$17.4M |
+$11M |
ISTB, IGIB, IGSB, IVV, AGG
|
13F-HR |
8/2/2021, 03:39 PM |
Q1 2021 |
144 |
$412M |
+$30.9M |
-$29.2M |
+$1.65M |
ISTB, IGIB, IGSB, IVV, AGG
|
13F-HR |
4/20/2021, 04:45 PM |
Q4 2020 |
143 |
$397M |
+$21.5M |
-$11.6M |
+$9.81M |
ISTB, AGG, LQD, AAPL, BSV
|
13F-HR |
2/2/2021, 11:53 AM |
Q3 2020 |
139 |
$356M |
+$37.8M |
-$7.31M |
+$30.5M |
ISTB, AGG, LQD, AAPL, MUB
|
13F-HR |
11/4/2020, 12:06 PM |
Q2 2020 |
140 |
$317M |
+$109M |
-$5.92M |
+$103M |
ISTB, AGG, LQD, AAPL, MUB
|
13F-HR |
7/14/2020, 06:53 PM |
Q1 2020 |
92 |
$189M |
+$26.6M |
-$28.7M |
-$2.05M |
ISTB, AGG, LQD, MUB, SCHH
|
13F-HR |
4/14/2020, 05:10 PM |
Q4 2019 |
94 |
$218M |
+$113M |
-$18M |
+$95.2M |
ISTB, AGG, MUB, LQD, VNQ
|
13F-HR |
1/27/2020, 01:54 PM |
Q3 2019 |
79 |
$114M |
+$4.88M |
-$6.42M |
-$1.53M |
MA, AAPL, MSFT, GOOGL, BAC
|
13F-HR |
10/9/2019, 11:45 AM |
Q2 2019 |
76 |
$115M |
+$4.87M |
-$6.16M |
-$1.29M |
MA, MSFT, AAPL, BAC, HON
|
13F-HR |
7/9/2019, 11:38 AM |
Q1 2019 |
76 |
$111M |
+$7.22M |
-$7.98M |
-$758K |
MA, MSFT, GOOGL, HON, AAPL
|
13F-HR |
4/3/2019, 07:19 PM |
Q4 2018 |
77 |
$96.9M |
+$2.7M |
-$2.33M |
+$367K |
MA, MSFT, GOOGL, BAC, HON
|
13F-HR |
1/3/2019, 03:36 PM |
Q3 2018 |
77 |
$114M |
+$10.9M |
-$26M |
-$15.1M |
MA, MSFT, AAPL, HON, GOOGL
|
13F-HR |
10/3/2018, 05:56 PM |
Q2 2018 |
75 |
$122M |
+$4M |
-$5.9M |
-$1.89M |
MA, BAC, PFE, GOOGL, FDX
|
13F-HR |
7/5/2018, 01:50 PM |
Q1 2018 |
77 |
$123M |
+$11.9M |
-$14M |
-$2.16M |
BAC, MA, PFE, FDX, XOM
|
13F-HR |
4/16/2018, 05:28 PM |
Q4 2017 |
80 |
$128M |
+$9.24M |
-$6.49M |
+$2.75M |
BAC, XOM, FDX, PFE, MA
|
13F-HR |
1/12/2018, 05:27 PM |
Q3 2017 |
76 |
$118M |
+$11.1M |
-$8.27M |
+$2.8M |
BAC, XOM, PFE, MA, FDX
|
13F-HR |
10/10/2017, 09:41 AM |
Q2 2017 |
73 |
$113M |
+$3.75M |
-$5.29M |
-$1.54M |
JNJ, BAC, XOM, PFE, FDX
|
13F-HR |
7/20/2017, 02:00 PM |
Q1 2017 |
71 |
$110M |
+$13.9M |
-$9.38M |
+$4.48M |
JNJ, BAC, XOM, PFE, FDX
|
13F-HR |
4/27/2017, 05:28 PM |
Q4 2016 |
66 |
$101M |
+$8.06M |
-$13.8M |
-$5.71M |
XOM, BAC, JNJ, GE, FDX
|
13F-HR |
1/10/2017, 05:02 PM |
Q3 2016 |
66 |
$104M |
+$13.4M |
-$19.3M |
-$5.85M |
XOM, JNJ, UL, PFE, GE
|
13F-HR |
10/26/2016, 01:10 PM |
Q2 2016 |
58 |
$105M |
+$13.2M |
-$7.05M |
+$6.14M |
JNJ, GE, UL, PFE, XOM
|
13F-HR |
7/8/2016, 05:27 PM |
Q1 2016 |
53 |
$98.4M |
+$13.6M |
-$13.7M |
-$137K |
GE, JNJ, UL, ORCL, BAC
|
13F-HR |
4/6/2016, 04:41 PM |
Q4 2015 |
52 |
$98.8M |
+$10.1M |
-$23M |
-$12.9M |
GE, BAC, JNJ, UL, PFE
|
13F-HR |
2/3/2016, 12:20 PM |
Q3 2015 |
53 |
$107M |
+$10.7M |
-$13.3M |
-$2.6M |
BAC, NXPI, UL, BCS, JNJ
|
13F-HR |
2/3/2016, 12:20 PM |
Q2 2015 |
56 |
$118M |
$0 |
$0 |
|
BAC, NXPI, BCS, DISCA, UL
|
13F-HR |
2/3/2016, 12:19 PM |