Q3 2024 |
216 |
$831M |
+$26.8M |
-$15.2M |
+$11.6M |
SPY, SPTM, IEFA, VBR, IWO
|
13F-HR |
10/28/2024, 03:24 PM |
Q2 2024 |
214 |
$775M |
+$21M |
-$18.1M |
+$2.93M |
SPY, SPTM, IEFA, VBR, IWO
|
13F-HR |
8/7/2024, 07:39 PM |
Q1 2024 |
215 |
$764M |
+$24.2M |
-$15.4M |
+$8.79M |
SPY, SPTM, IEFA, RSP, VBR
|
13F-HR |
4/22/2024, 07:58 PM |
Q4 2023 |
210 |
$703M |
+$57.7M |
-$58.8M |
-$1.11M |
SPY, SPTM, IEFA, RSP, VBR
|
13F-HR |
2/12/2024, 05:25 PM |
Q3 2023 |
188 |
$637M |
+$31.7M |
-$12.3M |
+$19.4M |
SPY, SPTM, IEFA, VBR, IWO
|
13F-HR |
11/8/2023, 05:13 PM |
Q2 2023 |
186 |
$645M |
+$36.7M |
-$23.6M |
+$13.1M |
SPY, SPTM, IEFA, VBR, IWO
|
13F-HR |
8/11/2023, 04:35 PM |
Q1 2023 |
179 |
$598M |
+$66.9M |
-$50.1M |
+$16.7M |
SPY, SPTM, IEFA, VBR, IWO
|
13F-HR |
5/1/2023, 08:51 PM |
Q4 2022 |
169 |
$553M |
+$32.4M |
-$27.3M |
+$5.09M |
SPY, SPTM, IEFA, VBR, IWO
|
13F-HR |
2/14/2023, 03:32 PM |
Q3 2022 |
165 |
$513M |
+$114M |
-$77.8M |
+$35.7M |
SPY, SPTM, IEFA, VBR, IWO
|
13F-HR |
11/9/2022, 02:59 PM |
Q2 2022 |
161 |
$514M |
+$111M |
-$64.7M |
+$46M |
SPY, SPTM, VTV, VBR, IGIB
|
13F-HR |
8/15/2022, 10:34 AM |
Q1 2022 |
158 |
$560M |
+$49.5M |
-$34.8M |
+$14.7M |
SPY, SPTM, VTV, QQQ, VBR
|
13F-HR |
5/13/2022, 05:18 PM |
Q4 2021 |
152 |
$576M |
+$34.2M |
-$16.5M |
+$17.7M |
SPY, SPTM, VTV, QQQ, SRLN
|
13F-HR |
2/14/2022, 03:01 PM |
Q3 2021 |
149 |
$518M |
+$26.7M |
-$30.5M |
-$3.77M |
SPY, SPTM, VTV, SRLN, QQQ
|
13F-HR |
11/15/2021, 11:34 AM |
Q2 2021 |
146 |
$526M |
+$71M |
-$30.1M |
+$40.9M |
SPY, SPTM, VTV, AGG, QQQ
|
13F-HR |
8/16/2021, 02:02 PM |
Q1 2021 |
141 |
$452M |
+$62.6M |
-$63.6M |
-$938K |
SPY, SPTM, VTV, QQQ, TLT
|
13F-HR |
5/14/2021, 04:04 PM |
Q4 2020 |
130 |
$438M |
+$46M |
-$73.8M |
-$27.9M |
SPY, SPTM, QUAL, QQQ, AAPL
|
13F-HR |
2/12/2021, 09:52 PM |
Q3 2020 |
128 |
$425M |
+$54.2M |
-$16.8M |
+$37.4M |
SPY, SPTM, SPLG, QUAL, IEF
|
Restatement |
11/16/2020, 11:59 AM |
Q2 2020 |
123 |
$369M |
+$47.3M |
-$24M |
+$23.3M |
SPY, SPTM, SPLG, QUAL, IEF
|
13F-HR |
8/5/2020, 10:48 AM |
Q1 2020 |
116 |
$289M |
+$27M |
-$93.7M |
-$66.8M |
SPY, SPTM, SPLG, QUAL, QQQ
|
13F-HR |
5/7/2020, 03:44 PM |
Q4 2019 |
125 |
$430M |
+$29.9M |
-$33.1M |
-$3.24M |
SPY, SPTM, SPLG, MDY, QUAL
|
13F-HR |
1/31/2020, 07:26 AM |
Q3 2019 |
125 |
$399M |
+$13.9M |
-$152M |
-$138M |
SPY, SPTM, SPLG, MDY, SHY
|
13F-HR |
11/25/2019, 11:39 AM |
Q2 2019 |
127 |
$532M |
+$15.9M |
-$18M |
-$2.11M |
SPY, SPTM, SPLG, MDY, SHY
|
13F-HR |
8/5/2019, 12:49 PM |
Q1 2019 |
124 |
$516M |
+$19.6M |
-$20.2M |
-$556K |
SPY, SPTM, SPLG, MDY, SHY
|
13F-HR |
4/29/2019, 05:01 PM |
Q4 2018 |
123 |
$460M |
+$94.7M |
-$37.9M |
+$56.8M |
SPY, SPTM, SPLG, MDY, SHV
|
13F-HR |
2/7/2019, 05:17 PM |
Q3 2018 |
127 |
$441M |
$0 |
-$405K |
-$405K |
SPY, SPTM, SPLG, MDY, XLK
|
13F-HR |
10/16/2018, 11:37 AM |
Q2 2018 |
128 |
$445M |
+$46.2M |
-$21.4M |
+$24.7M |
SPY, SPTM, SPLG, MDY, XLK
|
13F-HR |
8/1/2018, 05:31 PM |
Q1 2018 |
113 |
$406M |
+$12.8M |
-$29.1M |
-$16.3M |
SPY, SPTM, SPLG, MDY, XLK
|
13F-HR |
5/1/2018, 08:53 AM |
Q4 2017 |
108 |
$426M |
+$105M |
-$26.3M |
+$78.6M |
SPY, SPTM, SPLG, MDY, XLK
|
13F-HR |
2/14/2018, 12:18 PM |
Q3 2017 |
111 |
$431M |
+$18.7M |
-$15.3M |
+$3.45M |
SPY, SPTM, SPLG, MDY, XLK
|
13F-HR |
11/13/2017, 12:20 PM |
Q2 2017 |
107 |
$410M |
+$26.5M |
-$15M |
+$11.5M |
SPY, SPTM, SPLG, MDY, XLK
|
13F-HR |
8/14/2017, 09:33 AM |
Q1 2017 |
106 |
$385M |
+$31.3M |
-$13.4M |
+$17.9M |
SPY, SPTM, SPLG, MDY, XLK
|
13F-HR |
5/8/2017, 04:59 PM |
Q4 2016 |
104 |
$353M |
$0 |
$0 |
|
SPY, SPTM, SPLG, MDY, XLK
|
Restatement |
2/17/2017, 04:43 PM |