Q3 2024 |
176 |
$6.24B |
+$699M |
-$607M |
+$92M |
IVV, VOO, EMXC, VGSH, VT
|
13F-HR |
11/5/2024, 01:00 PM |
Q2 2024 |
185 |
$5.91B |
+$2.69B |
-$532M |
+$2.16B |
IVV, EMXC, VOO, VGSH, VTV
|
13F-HR |
8/13/2024, 05:07 PM |
Q1 2024 |
140 |
$3.7B |
+$969M |
-$2.09B |
-$1.12B |
IVV, EMXC, VTV, VGSH, BIL
|
13F-HR |
5/14/2024, 10:58 AM |
Q4 2023 |
273 |
$4.56B |
+$498M |
-$429M |
+$69.7M |
IVV, EMXC, VTV, VGSH, VOO
|
13F-HR |
2/12/2024, 04:03 PM |
Q3 2023 |
243 |
$4.16B |
+$303M |
-$683M |
-$381M |
IVV, EMXC, VTV, VGSH, HEFA
|
13F-HR |
11/14/2023, 09:09 AM |
Q2 2023 |
221 |
$4.66B |
+$2.4B |
-$150M |
+$2.25B |
VTV, IVV, EMXC, VGSH, HEFA
|
13F-HR |
8/14/2023, 09:02 AM |
Q1 2023 |
137 |
$2.32B |
+$597M |
-$452M |
+$145M |
VTV, IVV, EMXC, VGSH, HEFA
|
13F-HR |
5/15/2023, 05:23 PM |
Q4 2022 |
139 |
$2.06B |
+$521M |
-$240M |
+$280M |
VTV, IVV, VOO, HEFA, VGSH
|
13F-HR |
2/14/2023, 04:21 PM |
Q3 2022 |
132 |
$1.69B |
+$432M |
-$134M |
+$298M |
VTV, IVV, VT, VOO, HEFA
|
13F-HR |
11/14/2022, 04:12 PM |
Q2 2022 |
126 |
$1.48B |
+$276M |
-$504M |
-$227M |
VTV, IVV, HEFA, V, IEMG
|
Restatement |
11/14/2022, 04:14 PM |
Q1 2022 |
113 |
$2.03B |
+$433M |
-$351M |
+$81.6M |
IVV, VTV, HEFA, VOO, V
|
13F-HR |
5/16/2022, 10:06 AM |
Q4 2021 |
118 |
$2.16B |
+$343M |
-$419M |
-$75.4M |
IVV, VOO, HEFA, KKR, V
|
13F-HR |
2/14/2022, 09:36 AM |
Q3 2021 |
130 |
$2.18B |
+$304M |
-$298M |
+$6.07M |
VOO, HEFA, IVV, KKR, CBRE
|
13F-HR |
11/15/2021, 02:32 PM |
Q2 2021 |
141 |
$2.25B |
+$219M |
-$444M |
-$225M |
VOO, HEFA, IVV, TIP, MSFT
|
13F-HR |
8/16/2021, 12:53 PM |
Q1 2021 |
142 |
$2.28B |
+$687M |
-$214M |
+$473M |
VOO, IVV, HEFA, TIP, VT
|
Restatement |
8/16/2021, 12:56 PM |
Q4 2020 |
118 |
$1.74B |
+$283M |
-$385M |
-$102M |
IVV, IAU, HEFA, AMZN, IEMG
|
Restatement |
5/17/2021, 10:14 AM |
Q3 2020 |
112 |
$1.62B |
+$187M |
-$733M |
-$546M |
IVV, HEFA, IAU, AMZN, MSFT
|
13F-HR |
11/13/2020, 12:15 PM |
Q2 2020 |
111 |
$2.03B |
+$497M |
-$244M |
+$253M |
VOO, HEFA, IEFA, IVV, IAU
|
13F-HR |
8/12/2020, 11:45 AM |
Q1 2020 |
99 |
$1.46B |
+$597M |
-$206M |
+$390M |
VOO, IEFA, IVV, VTV, IEMG
|
13F-HR |
5/14/2020, 01:45 PM |
Q4 2019 |
95 |
$1.32B |
+$169M |
-$98.2M |
+$70.9M |
IVV, VTV, KWEB, TDG, MSFT
|
13F-HR |
2/13/2020, 10:42 AM |
Q3 2019 |
87 |
$1.15B |
+$219M |
-$67.6M |
+$152M |
IVV, KWEB, TDG, MSFT, STX
|
13F-HR |
11/13/2019, 04:37 PM |
Q2 2019 |
85 |
$1.01B |
+$65.6M |
-$98.9M |
-$33.3M |
IVV, TDG, MSFT, AMZN, BKNG
|
Restatement |
11/13/2019, 04:36 PM |
Q1 2019 |
82 |
$1.01B |
+$298M |
-$252M |
+$46M |
IVV, KWEB, IEMG, TDG, AMZN
|
13F-HR |
5/14/2019, 04:13 PM |
Q4 2018 |
12 |
$141M |
$0 |
$0 |
|
KWEB, IAU, KKR, UNP, CP
|
New Holdings |
4/12/2019, 04:10 PM |
Q4 2018 |
80 |
$826M |
+$291M |
-$279M |
+$11.8M |
IVV, KWEB, IEMG, VTV, MSFT
|
13F-HR |
2/13/2019, 04:09 PM |
Q3 2018 |
6 |
$44.9M |
$0 |
$0 |
|
UNP, NSC, CP, WUBA, NOAH
|
New Holdings |
4/12/2019, 04:09 PM |
Q3 2018 |
86 |
$928M |
+$146M |
-$23.9M |
+$122M |
IVV, IEMG, MSFT, GOOGL, KMI
|
13F-HR |
11/13/2018, 04:16 PM |
Q2 2018 |
82 |
$778M |
+$121M |
-$74.9M |
+$46M |
IVV, IEMG, MSFT, GOOGL, KMI
|
13F-HR |
8/13/2018, 05:01 PM |
Q1 2018 |
81 |
$756M |
+$197M |
-$46.9M |
+$150M |
IVV, IEMG, MSFT, PXD, EBAY
|
13F-HR |
5/14/2018, 04:02 PM |
Q4 2017 |
78 |
$620M |
$0 |
$0 |
|
IVV, IEMG, VSAT, PXD, MSFT
|
13F-HR |
2/13/2018, 04:40 PM |
Q3 2017 |
0 |
|
|
|
|
|
13F-NT |
11/13/2017, 04:00 PM |
Q2 2017 |
0 |
|
|
|
|
|
13F-NT |
8/14/2017, 04:15 PM |
Q1 2017 |
0 |
|
|
|
|
|
13F-NT |
5/15/2017, 04:06 PM |