Q2 2023 |
417 |
$1.06B |
+$108M |
-$56.1M |
+$51.6M |
IEFA, IVV, VO, DGRO, SPYD
|
13F-HR |
7/21/2023, 01:13 PM |
Q1 2023 |
378 |
$978M |
+$277M |
-$112M |
+$165M |
IEFA, IVV, DGRO, VO, SPYD
|
13F-HR |
4/14/2023, 09:36 AM |
Q4 2022 |
391 |
$788M |
+$60.3M |
-$27.5M |
+$32.7M |
DGRO, IVV, SPYD, IEFA, GSLC
|
13F-HR |
1/23/2023, 11:30 AM |
Q3 2022 |
387 |
$688M |
+$77.6M |
-$24.9M |
+$52.8M |
DGRO, IVV, SPYD, IEFA, GSLC
|
13F-HR |
10/24/2022, 04:32 PM |
Q2 2022 |
445 |
$686M |
+$76.5M |
-$21.6M |
+$54.9M |
DGRO, IVV, IEFA, GSLC, STIP
|
Restatement |
8/24/2022, 02:22 PM |
Q1 2022 |
414 |
$729M |
+$151M |
-$24.5M |
+$126M |
DGRO, IVV, IEFA, GSLC, STIP
|
Restatement |
8/24/2022, 02:16 PM |
Q4 2021 |
452 |
$564M |
$0 |
-$126K |
-$126K |
DGRO, IVV, IEFA, GSLC, STIP
|
13F-HR |
1/25/2022, 08:21 AM |
Q3 2021 |
445 |
$583M |
+$35.3M |
-$339M |
-$303M |
DGRO, IVV, IEFA, GSLC, STIP
|
13F-HR |
12/16/2021, 04:06 PM |
Q2 2021 |
432 |
$891M |
+$436M |
-$37.7M |
+$399M |
IVV, DGRO, IEFA, GSLC, VNQ
|
13F-HR |
7/20/2021, 01:27 PM |
Q1 2021 |
439 |
$463M |
+$42.6M |
-$8.17M |
+$34.5M |
IVV, IEFA, GSLC, DGRO, VNQ
|
13F-HR |
4/20/2021, 03:34 PM |
Q4 2020 |
363 |
$409M |
+$29.4M |
-$6.34M |
+$23M |
IVV, IEFA, GSLC, VNQ, DGRO
|
13F-HR |
1/19/2021, 03:23 PM |
Q3 2020 |
330 |
$352M |
+$30.9M |
-$7.78M |
+$23.2M |
IVV, IEFA, GSLC, VNQ, IAU
|
13F-HR |
10/20/2020, 05:19 PM |
Q2 2020 |
311 |
$313M |
+$143M |
-$37.9M |
+$105M |
IVV, IEFA, GSLC, VNQ, IAU
|
Restatement |
7/20/2020, 09:31 AM |
Q1 2020 |
339 |
$184M |
+$27M |
-$23.7M |
+$3.25M |
IAU, IVV, VNQ, BSCL, BSCN
|
13F-HR |
4/20/2020, 04:27 PM |
Q4 2019 |
361 |
$211M |
+$10.9M |
-$3.36M |
+$7.53M |
IAU, VNQ, IVV, BSCM, BSCL
|
13F-HR |
1/14/2020, 03:15 PM |
Q3 2019 |
381 |
$198M |
+$5.2M |
-$8.88M |
-$3.67M |
IAU, VNQ, IVV, BSCM, BSCL
|
13F-HR |
10/15/2019, 02:54 PM |
Q2 2019 |
406 |
$198M |
+$4.76M |
-$13.4M |
-$8.64M |
IAU, VNQ, BSCM, IVV, BSCL
|
13F-HR |
7/11/2019, 05:11 PM |
Q1 2019 |
411 |
$201M |
+$7.32M |
-$15.6M |
-$8.23M |
VNQ, IAU, BSCM, BSCL, BSCN
|
13F-HR |
4/17/2019, 09:30 AM |
Q4 2018 |
425 |
$194M |
+$8.03M |
-$153M |
-$145M |
IAU, VNQ, BSCM, BSCK, BSCL
|
13F-HR |
1/18/2019, 11:04 AM |
Q3 2018 |
374 |
$357M |
+$19.3M |
-$10.3M |
+$9.02M |
VNQ, IAU, BSCM, BSCK, BSCO
|
13F-HR |
10/22/2018, 05:07 PM |
Q2 2018 |
392 |
$342M |
+$230M |
-$74.5M |
+$155M |
VNQ, IAU, BSCM, BSCK, BSCO
|
13F-HR |
7/20/2018, 09:47 AM |
Q1 2018 |
422 |
$185M |
+$19.1M |
-$8.2M |
+$10.9M |
VNQ, IAU, BSCM, BSCK, BSCO
|
13F-HR |
4/12/2018, 04:37 PM |
Q4 2017 |
406 |
$179M |
+$17.1M |
-$2.58M |
+$14.5M |
VNQ, IAU, BSCM, BSCK, BSCJ
|
13F-HR |
1/12/2018, 02:45 PM |
Q3 2017 |
400 |
$160M |
+$10.2M |
-$5.34M |
+$4.85M |
VNQ, IAU, BSCK, BSCM, BSCJ
|
13F-HR |
10/10/2017, 02:18 PM |
Q2 2017 |
407 |
$152M |
+$12.4M |
-$3.77M |
+$8.59M |
VNQ, IAU, BSCK, XOM, BSCM
|
Restatement |
7/10/2017, 01:11 PM |
Q1 2017 |
376 |
$142M |
+$19.4M |
-$4.89M |
+$14.5M |
VNQ, IAU, BSCI, XOM, BSCK
|
13F-HR |
4/13/2017, 05:02 PM |
Q4 2016 |
385 |
$125M |
$0 |
$0 |
|
VNQ, IAU, XOM, BSCI, BSCK
|
13F-HR |
1/27/2017, 03:30 PM |