Q2 2023 |
417 |
$1.06B |
+$108M |
-$56.1M |
+$51.6M |
IEFA, IVV, VO, DGRO, SPYD
|
13F-HR |
7/21/2023, 08:38 AM |
Q1 2023 |
378 |
$978M |
+$277M |
-$112M |
+$165M |
IEFA, IVV, DGRO, VO, SPYD
|
13F-HR |
4/14/2023, 09:16 AM |
Q4 2022 |
391 |
$788M |
+$60.3M |
-$27.5M |
+$32.7M |
DGRO, IVV, SPYD, IEFA, GSLC
|
13F-HR |
1/20/2023, 10:10 AM |
Q3 2022 |
387 |
$688M |
+$77.6M |
-$24.9M |
+$52.8M |
DGRO, IVV, SPYD, IEFA, GSLC
|
13F-HR |
10/24/2022, 10:14 AM |
Q2 2022 |
445 |
$686M |
+$76.5M |
-$21.6M |
+$54.9M |
DGRO, IVV, IEFA, GSLC, STIP
|
Restatement |
8/24/2022, 02:11 PM |
Q1 2022 |
414 |
$729M |
+$88.2M |
-$12.6M |
+$75.6M |
DGRO, IVV, IEFA, GSLC, STIP
|
Restatement |
8/24/2022, 02:07 PM |
Q4 2021 |
437 |
$681M |
+$70.2M |
-$20.1M |
+$50.1M |
DGRO, IVV, IEFA, GSLC, STIP
|
13F-HR |
1/25/2022, 08:06 AM |
Q3 2021 |
445 |
$583M |
+$35.3M |
-$339M |
-$303M |
DGRO, IVV, IEFA, GSLC, STIP
|
13F-HR |
1/12/2022, 11:49 AM |
Q2 2021 |
432 |
$891M |
+$436M |
-$37.7M |
+$399M |
IVV, DGRO, IEFA, GSLC, VNQ
|
13F-HR |
7/20/2021, 06:40 AM |
Q1 2021 |
439 |
$463M |
+$42.6M |
-$8.17M |
+$34.5M |
IVV, IEFA, GSLC, DGRO, VNQ
|
13F-HR |
4/20/2021, 08:44 AM |
Q4 2020 |
363 |
$409M |
+$29.4M |
-$6.34M |
+$23M |
IVV, IEFA, GSLC, VNQ, DGRO
|
13F-HR |
1/19/2021, 08:08 AM |
Q3 2020 |
330 |
$352M |
+$30.9M |
-$7.78M |
+$23.2M |
IVV, IEFA, GSLC, VNQ, IAU
|
13F-HR |
10/19/2020, 08:25 AM |
Q2 2020 |
311 |
$313M |
+$143M |
-$37.9M |
+$105M |
IVV, IEFA, GSLC, VNQ, IAU
|
Restatement |
7/20/2020, 10:14 AM |
Q1 2020 |
339 |
$184M |
+$27M |
-$23.7M |
+$3.26M |
IAU, IVV, VNQ, BSCL, BSCN
|
13F-HR |
4/20/2020, 08:58 AM |
Q4 2019 |
360 |
$211M |
+$10.9M |
-$3.36M |
+$7.53M |
IAU, VNQ, IVV, BSCM, BSCL
|
13F-HR |
1/14/2020, 10:11 AM |
Q3 2019 |
381 |
$198M |
+$5.2M |
-$8.88M |
-$3.67M |
IAU, VNQ, IVV, BSCM, BSCL
|
13F-HR |
10/21/2019, 12:35 PM |
Q2 2019 |
406 |
$198M |
+$4.76M |
-$13.4M |
-$8.64M |
IAU, VNQ, BSCM, IVV, BSCL
|
13F-HR |
7/15/2019, 02:57 PM |
Q1 2019 |
411 |
$201M |
+$7.32M |
-$15.6M |
-$8.23M |
VNQ, IAU, BSCM, BSCL, BSCN
|
13F-HR |
4/15/2019, 03:44 PM |
Q4 2018 |
425 |
$194M |
+$8.03M |
-$153M |
-$145M |
IAU, VNQ, BSCM, BSCK, BSCL
|
Restatement |
1/24/2019, 02:53 PM |
Q3 2018 |
374 |
$357M |
+$19.3M |
-$14.9M |
+$4.37M |
VNQ, IAU, BSCM, BSCK, BSCO
|
13F-HR |
10/26/2018, 10:54 AM |
Q2 2018 |
392 |
$342M |
$0 |
$0 |
|
VNQ, IAU, BSCM, BSCK, BSCO
|
New Holdings |
7/24/2018, 11:48 AM |
Q2 2018 |
397 |
$346M |
+$234M |
-$292M |
-$57.8M |
VNQ, IAU, BSCM, BSCK, BSCO
|
13F-HR |
7/24/2018, 11:40 AM |
Q1 2018 |
32 |
$199M |
$0 |
$0 |
|
DGRO, XLV, XLI
|
New Holdings |
5/14/2018, 11:16 AM |
Q1 2018 |
448 |
$384M |
+$218M |
-$8.06M |
+$210M |
DGRO, XLV, VNQ, IAU, BSCM
|
13F-HR |
4/12/2018, 04:31 PM |
Q4 2017 |
406 |
$179M |
+$17.1M |
-$2.58M |
+$14.5M |
VNQ, IAU, BSCM, BSCK, BSCJ
|
13F-HR |
1/12/2018, 02:50 PM |
Q3 2017 |
400 |
$160M |
+$10.2M |
-$5.34M |
+$4.85M |
VNQ, IAU, BSCK, BSCM, BSCJ
|
13F-HR |
10/10/2017, 02:25 PM |
Q2 2017 |
408 |
$152M |
+$12.4M |
-$3.77M |
+$8.59M |
VNQ, IAU, BSCK, XOM, BSCM
|
Restatement |
7/10/2017, 03:33 PM |
Q1 2017 |
376 |
$142M |
+$19.4M |
-$4.89M |
+$14.5M |
VNQ, IAU, BSCI, XOM, BSCK
|
13F-HR |
4/17/2017, 01:26 PM |
Q4 2016 |
385 |
$125M |
$0 |
$0 |
|
VNQ, IAU, XOM, BSCI, BSCK
|
13F-HR |
1/27/2017, 03:54 PM |