Q4 2023 |
316 |
$885M |
+$31.1M |
-$81.8M |
-$50.7M |
VTI, SPY, VIG, IWV, IJH
|
13F-HR |
1/23/2024, 02:08 PM |
Q3 2023 |
303 |
$864M |
+$30.2M |
-$13.3M |
+$16.9M |
VTI, SPY, SPTM, VIG, VCSH
|
13F-HR |
10/19/2023, 11:10 AM |
Q2 2023 |
303 |
$876M |
+$34.9M |
-$60.5M |
-$25.6M |
VTI, SPY, VIG, SPTM, IWV
|
13F-HR |
7/17/2023, 09:51 PM |
Q1 2023 |
284 |
$866M |
+$35.3M |
-$72.6M |
-$37.4M |
ECL, VTI, SPY, VIG, SPTM
|
13F-HR |
4/19/2023, 08:02 PM |
Q4 2022 |
277 |
$863M |
+$49.8M |
-$25.1M |
+$24.7M |
ECL, VTI, SPY, VIG, VCSH
|
13F-HR |
1/12/2023, 09:16 PM |
Q3 2022 |
273 |
$787M |
+$29.6M |
-$19.3M |
+$10.2M |
ECL, VTI, VCSH, SPY, SPSB
|
13F-HR |
10/20/2022, 06:45 PM |
Q2 2022 |
281 |
$825M |
+$58.9M |
-$34.2M |
+$24.7M |
ECL, VTI, SPY, IWV, VIG
|
13F-HR |
7/26/2022, 07:33 PM |
Q1 2022 |
292 |
$920M |
+$36.2M |
-$43M |
-$6.79M |
ECL, VTI, IWV, SPY, VIG
|
13F-HR |
4/20/2022, 08:43 PM |
Q4 2021 |
297 |
$998M |
+$474M |
-$8.28M |
+$466M |
ECL, VTI, IWV, SPY, VIG
|
13F-HR |
2/3/2022, 09:38 PM |
Q3 2021 |
219 |
$503M |
+$16.2M |
-$11.6M |
+$4.65M |
VIG, SPSB, IJH, JPST, IVV
|
13F-HR |
11/2/2021, 06:19 PM |
Q2 2021 |
217 |
$506M |
+$22.5M |
-$12.1M |
+$10.4M |
VIG, SPSB, IJH, JPST, UPS
|
13F-HR |
8/2/2021, 09:16 PM |
Q1 2021 |
209 |
$476M |
+$16.9M |
-$9.07M |
+$7.8M |
VIG, SPSB, IJH, JPST, SPDW
|
13F-HR |
5/3/2021, 08:46 PM |
Q4 2020 |
203 |
$447M |
+$24.4M |
-$13.5M |
+$10.8M |
SPSB, VIG, JPST, IJH, SPAB
|
13F-HR |
1/29/2021, 10:58 AM |
Q3 2020 |
189 |
$398M |
+$26.7M |
-$13.3M |
+$13.4M |
SPSB, VIG, JPST, IJH, SPAB
|
13F-HR |
10/30/2020, 05:50 PM |
Q2 2020 |
184 |
$370M |
+$21.9M |
-$16.4M |
+$5.55M |
SPSB, VIG, JPST, SPAB, IJH
|
13F-HR |
8/3/2020, 04:52 PM |
Q1 2020 |
185 |
$322M |
+$27.7M |
-$20.3M |
+$7.48M |
VIG, SPAB, SPSB, JPST, IJH
|
13F-HR |
5/5/2020, 05:08 PM |
Q4 2019 |
200 |
$384M |
+$30.4M |
-$14.4M |
+$15.9M |
VIG, SPAB, IJH, SPDW, VEU
|
13F-HR |
2/3/2020, 01:02 PM |
Q3 2019 |
192 |
$350M |
+$23M |
-$16.5M |
+$6.45M |
SPAB, VIG, IJH, VEU, SPDW
|
13F-HR |
11/1/2019, 05:16 PM |
Q2 2019 |
191 |
$342M |
+$23.6M |
-$8.56M |
+$15.1M |
SPAB, VIG, IJH, VEU, SPDW
|
13F-HR |
7/29/2019, 04:40 PM |
Q1 2019 |
186 |
$321M |
+$28.8M |
-$21M |
+$7.83M |
IJH, SPAB, VIG, VEU, SPDW
|
13F-HR |
4/26/2019, 04:52 PM |
Q4 2018 |
180 |
$289M |
+$21.7M |
-$16.4M |
+$5.26M |
IJH, SPAB, VIG, VEU, ABBV
|
13F-HR |
2/5/2019, 05:35 PM |
Q3 2018 |
182 |
$316M |
+$31.4M |
-$13.2M |
+$18.2M |
IJH, VEU, VIG, SPAB, ABBV
|
13F-HR |
10/31/2018, 04:19 PM |
Q2 2018 |
175 |
$289M |
+$54.3M |
-$18M |
+$36.3M |
SPAB, VEU, IJH, VIG, ABBV
|
13F-HR |
7/25/2018, 04:14 PM |
Q1 2018 |
162 |
$252M |
+$15.5M |
-$13.3M |
+$2.2M |
VEU, SPAB, VIG, IJH, HEDJ
|
13F-HR |
4/27/2018, 08:47 AM |
Q4 2017 |
159 |
$257M |
+$70.7M |
-$67.8M |
+$2.86M |
VEU, SPAB, VIG, IJH, SPDW
|
13F-HR |
2/6/2018, 01:49 PM |
Q3 2017 |
151 |
$249M |
+$14.6M |
-$8.54M |
+$6.01M |
VEU, VIG, BND, LQD, IJH
|
13F-HR |
10/23/2017, 02:15 PM |
Q2 2017 |
149 |
$236M |
+$14M |
-$2.99M |
+$11M |
VEU, VIG, LQD, BND, IJH
|
13F-HR |
8/7/2017, 04:27 PM |
Q1 2017 |
136 |
$221M |
+$16.1M |
-$2.61M |
+$13.5M |
VEU, VIG, BND, LQD, IJH
|
13F-HR |
5/1/2017, 06:21 PM |
Q4 2016 |
128 |
$200M |
+$19.5M |
-$3M |
+$16.5M |
VIG, VEU, BND, LQD, IJH
|
13F-HR |
2/1/2017, 06:44 PM |
Q3 2016 |
109 |
$182M |
+$15.3M |
-$8.22M |
+$7.05M |
VEU, VIG, LQD, BND, IJH
|
13F-HR |
11/9/2016, 04:27 PM |
Q2 2016 |
104 |
$171M |
+$64M |
-$2.54M |
+$61.4M |
VIG, VEU, LQD, BND, IJH
|
13F-HR |
8/2/2016, 04:06 PM |
Q1 2016 |
56 |
$107M |
+$10.6M |
-$3.03M |
+$7.61M |
VEU, LQD, BND, VIG, IJH
|
13F-HR |
5/2/2016, 06:04 AM |
Q4 2015 |
53 |
$97.7M |
$0 |
$0 |
|
VEU, VIG, LQD, BND, VTI
|
13F-HR |
2/1/2016, 06:18 PM |