Q3 2024 |
180 |
$637M |
+$35.5M |
-$22M |
+$13.5M |
GDMA, VZ, SGOV, BKLN, SCHX
|
13F-HR |
10/31/2024, 10:49 AM |
Q2 2024 |
178 |
$593M |
+$47.5M |
-$42.3M |
+$5.2M |
GDMA, VZ, BKLN, SCHX, SGOV
|
Restatement |
10/23/2024, 04:16 PM |
Q1 2024 |
176 |
$587M |
+$90.5M |
-$65.2M |
+$25.3M |
GDMA, VZ, SGOV, BKLN, SCHX
|
13F-HR |
5/1/2024, 07:16 PM |
Q4 2023 |
159 |
$424M |
+$116M |
-$113M |
+$2.76M |
VZ, USFR, SGOV, BKLN, VOO
|
13F-HR |
2/7/2024, 05:23 PM |
Q3 2023 |
160 |
$517M |
+$78.7M |
-$115M |
-$35.9M |
GDMA, SGOV, USFR, VZ, SCHP
|
13F-HR |
10/5/2023, 10:16 AM |
Q2 2023 |
167 |
$447M |
+$14.1M |
-$26.2M |
-$12.2M |
SGOV, SCHP, VZ, STIP, LTPZ
|
Restatement |
10/4/2023, 02:47 PM |
Q1 2023 |
165 |
$507M |
+$105M |
-$77M |
+$28.2M |
SGOV, GDMA, SCHP, VZ, STIP
|
13F-HR |
5/8/2023, 05:25 PM |
Q4 2022 |
170 |
$469M |
+$296M |
-$338M |
-$41.7M |
SGOV, GDMA, STIP, VZ, BIL
|
13F-HR |
2/8/2023, 05:48 PM |
Q3 2022 |
830 |
$512M |
+$273M |
-$749M |
-$476M |
GDMA, BIL, DLN, MLPA, DXJ
|
13F-HR |
11/14/2022, 07:24 PM |
Q2 2022 |
462 |
$1B |
+$166M |
-$203M |
-$37.6M |
GDMA, VTIP, VZ, SCHB, PDBC
|
13F-HR |
8/12/2022, 04:23 PM |
Q1 2022 |
502 |
$1.15B |
+$362M |
-$330M |
+$31.5M |
GDMA, VTIP, SCHB, VZ, SCHX
|
13F-HR |
5/13/2022, 10:11 AM |
Q4 2021 |
523 |
$1.21B |
+$324M |
-$279M |
+$45.7M |
GDMA, VTIP, SCHB, TLT, VZ
|
13F-HR |
2/11/2022, 11:50 AM |
Q3 2021 |
514 |
$1.12B |
+$368M |
-$263M |
+$105M |
GDMA, VTIP, SCHB, TLT, SCHX
|
13F-HR |
11/4/2021, 02:13 PM |
Q2 2021 |
451 |
$1.05B |
$0 |
$0 |
|
GDMA, SCHB, VTIP, PDBC, AIA
|
New Holdings |
8/11/2021, 11:41 AM |
Q2 2021 |
451 |
$1.05B |
+$244M |
-$223M |
+$20.9M |
GDMA, SCHB, VTIP, PDBC, AIA
|
13F-HR |
8/4/2021, 10:17 AM |
Q1 2021 |
441 |
$983M |
+$423M |
-$327M |
+$96M |
GDMA, SHY, SCHB, VTIP, AIA
|
13F-HR |
5/11/2021, 03:15 PM |
Q4 2020 |
394 |
$875M |
+$189M |
-$159M |
+$29.8M |
GDMA, SGOL, LTPZ, SCHB, SCHX
|
13F-HR |
2/3/2021, 04:39 PM |
Q3 2020 |
369 |
$789M |
+$281M |
-$89.7M |
+$191M |
GDMA, SGOL, LQD, LTPZ, SCHB
|
13F-HR |
11/12/2020, 09:37 AM |
Q2 2020 |
257 |
$561M |
+$213M |
-$175M |
+$37.7M |
GDMA, SGOL, SPY, LTPZ, SCHB
|
13F-HR |
8/10/2020, 03:37 PM |
Q1 2020 |
267 |
$464M |
+$183M |
-$198M |
-$14.4M |
GDMA, SGOL, EDV, SPY, SCHX
|
13F-HR |
5/13/2020, 11:53 AM |
Q4 2019 |
204 |
$524M |
+$172M |
-$163M |
+$9.23M |
GDMA, EDV, SCHX, SCHB, QUAL
|
13F-HR |
2/10/2020, 04:46 PM |
Q3 2019 |
230 |
$516M |
+$180M |
-$102M |
+$78.2M |
EDV, GDMA, SCHX, TLT, SCHB
|
13F-HR |
11/8/2019, 03:22 PM |
Q2 2019 |
278 |
$431M |
+$115M |
-$45.7M |
+$69.1M |
SCHR, GDG, EDV, TLT, SCHX
|
13F-HR |
7/31/2019, 11:09 AM |
Q1 2019 |
143 |
$353M |
+$157M |
-$161M |
-$4.62M |
SCHR, GDG, EDV, TLT, SCHX
|
13F-HR |
5/15/2019, 05:03 PM |
Q4 2018 |
236 |
$339M |
+$125M |
-$141M |
-$16.2M |
EDV, SCHX, TLT, SHV, SCHZ
|
13F-HR |
1/24/2019, 07:02 PM |
Q3 2018 |
265 |
$377M |
+$235M |
-$79.1M |
+$156M |
SCHB, VTIP, SCHP, SCHZ, SHV
|
13F-HR |
11/13/2018, 12:33 PM |
Q2 2018 |
147 |
$222M |
+$78.4M |
-$113M |
-$34.8M |
SCHB, VTIP, SCHP, BIL, SCHE
|
13F-HR |
8/14/2018, 06:32 PM |
Q1 2018 |
182 |
$260M |
+$87.6M |
-$76.7M |
+$10.9M |
SCHE, LTPZ, SCHB, SGOL, GNR
|
13F-HR |
5/15/2018, 01:51 PM |
Q4 2017 |
181 |
$253M |
+$71.9M |
-$34.5M |
+$37.3M |
LTPZ, EDV, SCHE, SCHB, GNR
|
13F-HR |
2/13/2018, 03:07 PM |
Q3 2017 |
149 |
$206M |
+$105M |
-$80.9M |
+$24M |
LTPZ, EDV, HEDJ, SCHE, HYEM
|
13F-HR |
11/13/2017, 01:31 PM |
Q2 2017 |
182 |
$179M |
+$60M |
-$13.5M |
+$46.5M |
LTPZ, HEDJ, HYEM, EDV, VTI
|
13F-HR |
8/10/2017, 02:10 PM |
Q1 2017 |
158 |
$134M |
+$43.1M |
-$34M |
+$9.06M |
HEDJ, LTPZ, EUO, VTI, BKLN
|
13F-HR |
5/16/2017, 10:57 AM |
Q4 2016 |
66 |
$120M |
$0 |
$0 |
|
HEDJ, LTPZ, HYEM, EUO, EMB
|
13F-HR |
2/27/2017, 09:18 AM |