Q2 2024 |
390 |
$1.42B |
+$102M |
-$45.9M |
+$56.6M |
SPY, VUG, SPYV, IWF, VTV
|
13F-HR |
8/2/2024, 03:04 PM |
Q1 2024 |
419 |
$1.33B |
+$162M |
-$37M |
+$126M |
SPY, SPYV, IWF, VUG, VTV
|
13F-HR |
4/19/2024, 10:06 AM |
Q4 2023 |
343 |
$1.13B |
+$24.4M |
-$65.2M |
-$40.8M |
SPY, SPYV, IWF, VUG, ITOT
|
13F-HR |
1/16/2024, 03:04 PM |
Q3 2023 |
351 |
$1.06B |
+$50.7M |
-$39.8M |
+$11M |
SPY, SPYV, IWF, VUG, ITOT
|
13F-HR |
10/24/2023, 09:30 AM |
Q2 2023 |
285 |
$1.08B |
+$120M |
-$27.8M |
+$92.6M |
SPY, SPYV, IWF, VUG, ITOT
|
13F-HR |
8/1/2023, 01:53 PM |
Q1 2023 |
277 |
$922M |
+$87.7M |
-$60.6M |
+$27.1M |
SPY, SPYV, IWF, VUG, VTV
|
13F-HR |
5/15/2023, 11:28 AM |
Q4 2022 |
245 |
$843M |
+$134M |
-$39.1M |
+$95.4M |
SPY, SPYV, VUG, IWF, VTV
|
13F-HR |
1/30/2023, 10:10 AM |
Q3 2022 |
203 |
$707M |
+$73.9M |
-$51.3M |
+$22.6M |
SPY, SPYV, VUG, VTV, ITOT
|
13F-HR |
11/7/2022, 02:27 PM |
Q2 2022 |
166 |
$752M |
+$486M |
-$50.3M |
+$436M |
SPY, VUG, SPYV, ITOT, IWF
|
13F-HR |
8/8/2022, 10:01 AM |
Q1 2022 |
341 |
$353M |
+$31.7M |
-$29.1M |
+$2.56M |
SPY, VUG, IWR, VTV, BAC
|
13F-HR |
5/5/2022, 01:57 PM |
Q4 2021 |
358 |
$374M |
+$35.3M |
-$82.2M |
-$46.9M |
SPY, VUG, IWR, BAC, VTV
|
13F-HR |
2/8/2022, 03:07 PM |
Q3 2021 |
405 |
$389M |
+$26.5M |
-$15.4M |
+$11.2M |
SPY, VUG, IWR, BAC, IWF
|
13F-HR |
10/27/2021, 11:04 AM |
Q2 2021 |
431 |
$378M |
+$35.1M |
-$24M |
+$11M |
SPY, VUG, IWR, BAC, IWF
|
13F-HR |
7/21/2021, 11:29 AM |
Q1 2021 |
434 |
$340M |
+$16.5M |
-$27.3M |
-$10.9M |
SPY, VUG, IWR, BAC, IWF
|
13F-HR |
5/6/2021, 11:55 AM |
Q4 2020 |
419 |
$332M |
+$53.8M |
-$108M |
-$54.1M |
SPY, VUG, IWR, USMV, IWF
|
13F-HR |
1/27/2021, 09:28 AM |
Q3 2020 |
436 |
$351M |
+$84.6M |
-$15.8M |
+$68.9M |
NET, SPY, VUG, USMV, IWF
|
13F-HR |
10/26/2020, 09:14 AM |
Q2 2020 |
437 |
$264M |
+$19.7M |
-$71.9M |
-$52.2M |
SPY, VUG, USMV, IWF, IWR
|
13F-HR |
8/4/2020, 07:56 AM |
Q1 2020 |
452 |
$269M |
+$110M |
-$49.6M |
+$60.2M |
SPY, SDY, VUG, VYM, IWF
|
13F-HR |
4/9/2020, 09:00 AM |
Q4 2019 |
644 |
$276M |
+$53.9M |
-$19.4M |
+$34.6M |
SDY, IWD, AMLPXXXX, SPY, IWF
|
13F-HR |
1/6/2020, 03:11 PM |
Q3 2019 |
363 |
$226M |
+$48.8M |
-$19.6M |
+$29.2M |
IWD, SPY, SDY, AMLPXXXX, IWF
|
13F-HR |
10/16/2019, 10:12 AM |
Q2 2019 |
469 |
$197M |
+$11M |
-$59.2M |
-$48.2M |
IWD, IWF, AMLPXXXX, SPY, IWN
|
13F-HR |
8/5/2019, 10:30 AM |
Q1 2019 |
388 |
$240M |
+$29.9M |
-$99.5M |
-$69.6M |
IWD, IWF, AMLP, SPY, IWN
|
13F-HR |
4/16/2019, 11:01 AM |
Q4 2018 |
320 |
$275M |
+$92.6M |
-$24M |
+$68.6M |
IWD, AMLP, IWM, IWF, EFA
|
13F-HR |
1/29/2019, 12:41 PM |
Q3 2018 |
303 |
$248M |
+$17.7M |
-$17.7M |
-$78.5K |
IWD, IWF, IWN, SPY, VYM
|
13F-HR |
10/29/2018, 03:51 PM |
Q2 2018 |
341 |
$236M |
+$14.5M |
-$25.3M |
-$10.8M |
IWD, IWF, IWN, IWO, SPY
|
13F-HR |
8/10/2018, 11:56 AM |
Q1 2018 |
304 |
$239M |
+$70.2M |
-$44.3M |
+$25.9M |
IWD, IWF, IWN, VYM, IWO
|
13F-HR |
5/7/2018, 11:11 AM |
Q4 2017 |
440 |
$223M |
+$22.3M |
-$99.6M |
-$77.3M |
IWF, IWD, IWN, SPY, BAC
|
Restatement |
4/10/2018, 03:06 PM |
Q3 2017 |
506 |
$276M |
+$98.1M |
-$5.61M |
+$92.5M |
JNJ, IWF, IWD, IWN, SBAC
|
13F-HR |
11/6/2017, 04:39 PM |
Q2 2017 |
293 |
$177M |
+$45.6M |
-$42.2M |
+$3.44M |
JNJ, IWF, SBAC, BAC, SPY
|
13F-HR |
8/11/2017, 04:49 PM |
Q1 2017 |
332 |
$169M |
+$61.9M |
-$32.1M |
+$29.8M |
IWF, VYM, BAC, SBAC, JNJ
|
Restatement |
5/15/2017, 10:05 AM |
Q4 2016 |
235 |
$134M |
$0 |
$0 |
|
VYM, IWF, BAC, SPY, SDY
|
13F-HR |
1/24/2017, 03:06 PM |