Q3 2024 |
87 |
$422M |
+$79.4M |
-$1.68B |
-$1.6B |
DFAC, BNDX, DFUV, MTUM, BND
|
13F-HR |
10/29/2024, 09:51 AM |
Q2 2024 |
509 |
$1.94B |
+$764M |
-$80M |
+$684M |
MTUM, BNDX, VBR, VTI, BND
|
13F-HR |
7/11/2024, 02:40 PM |
Q1 2024 |
537 |
$1.28B |
+$57.3M |
-$765M |
-$708M |
MTUM, VBR, DFUV, BNDX, USMV
|
13F-HR |
4/2/2024, 11:47 AM |
Q4 2023 |
497 |
$1.85B |
+$97.8M |
-$244M |
-$146M |
VBR, BNDX, MTUM, VTI, BND
|
13F-HR |
1/2/2024, 02:08 PM |
Q3 2023 |
527 |
$1.84B |
+$131M |
-$124M |
+$7.2M |
BNDX, VBR, MTUM, VTI, BND
|
13F-HR |
10/10/2023, 09:50 AM |
Q2 2023 |
577 |
$1.89B |
+$122M |
-$99.8M |
+$22.6M |
VBR, BNDX, VTI, BBAG, USMV
|
13F-HR |
7/5/2023, 12:14 PM |
Q1 2023 |
546 |
$1.81B |
+$156M |
-$76.3M |
+$79.7M |
VBR, BNDX, BBAG, USMV, VTI
|
13F-HR |
4/3/2023, 01:53 PM |
Q4 2022 |
541 |
$1.69B |
+$137M |
-$57.3M |
+$79.7M |
VBR, BBAG, BNDX, USMV, BND
|
13F-HR |
1/6/2023, 12:26 PM |
Q3 2022 |
535 |
$1.48B |
+$140M |
-$45.3M |
+$95M |
BBAG, USMV, BNDX, VBR, BND
|
13F-HR |
10/3/2022, 12:54 PM |
Q2 2022 |
541 |
$1.49B |
+$152M |
-$53.5M |
+$98.3M |
USMV, BBAG, BNDX, VBR, BND
|
13F-HR |
7/11/2022, 10:32 AM |
Q1 2022 |
571 |
$1.59B |
+$174M |
-$89.2M |
+$84.5M |
USMV, VBR, BBAG, BNDX, VTI
|
13F-HR |
4/4/2022, 12:34 PM |
Q4 2021 |
604 |
$1.57B |
+$102M |
-$124M |
-$22.5M |
USMV, VBR, BNDX, BND, VTI
|
13F-HR |
1/11/2022, 11:26 AM |
Q3 2021 |
637 |
$1.52B |
+$149M |
-$124M |
+$25M |
USMV, VBR, BND, BNDX, VTI
|
13F-HR |
10/18/2021, 10:39 AM |
Q2 2021 |
650 |
$1.5B |
+$117M |
-$78M |
+$39.3M |
VBR, USMV, BND, BNDX, ACWV
|
13F-HR |
7/7/2021, 09:30 AM |
Q1 2021 |
631 |
$1.39B |
+$118M |
-$80.5M |
+$37.2M |
VBR, USMV, ACWV, BND, BNDX
|
13F-HR |
5/3/2021, 01:10 PM |
Q4 2020 |
593 |
$1.29B |
+$72.7M |
-$84.5M |
-$11.8M |
USMV, ACWV, VBR, BND, BNDX
|
13F-HR |
2/18/2021, 12:57 PM |
Q3 2020 |
579 |
$1.17B |
+$359M |
-$17.9M |
+$341M |
ACWV, USMV, BND, BNDX, VBR
|
13F-HR |
11/3/2020, 03:24 PM |
Q2 2020 |
296 |
$800M |
+$341M |
-$54.4M |
+$287M |
ACWV, USMV, BND, BNDX, VBR
|
13F-HR |
7/20/2020, 08:33 AM |
Q1 2020 |
278 |
$451M |
+$89.2M |
-$54.3M |
+$34.9M |
BND, BNDX, VTI, VBR, MTUM
|
13F-HR |
5/15/2020, 09:20 AM |
Q4 2019 |
322 |
$485M |
+$42.2M |
-$49.9M |
-$7.62M |
BND, BNDX, VTI, VBR, EFV
|
13F-HR |
2/12/2020, 01:18 PM |
Q3 2019 |
331 |
$484M |
+$48.5M |
-$59.1M |
-$10.6M |
BND, BNDX, VTI, VBR, EFV
|
13F-HR |
11/4/2019, 11:20 AM |
Q2 2019 |
319 |
$490M |
+$47.7M |
-$161M |
-$113M |
BND, BNDX, VTI, VBR, EFV
|
13F-HR |
8/7/2019, 09:41 AM |
Q1 2019 |
420 |
$584M |
+$187M |
-$26.9M |
+$160M |
ACWV, VTI, BND, BNDX, VBR
|
13F-HR |
5/13/2019, 03:17 PM |
Q4 2018 |
377 |
$391M |
$0 |
$0 |
|
BND, BNDX, VTI, VBR, EFV
|
New Holdings |
5/22/2019, 03:51 PM |
Q4 2018 |
377 |
$391M |
+$162M |
-$1.4M |
+$160M |
BND, BNDX, VTI, VBR, EFV
|
13F-HR |
2/6/2019, 10:53 AM |
Q3 2018 |
45 |
$252M |
+$10.8M |
-$947K |
+$9.9M |
BND, BNDX, VTI, VBR, EFV
|
13F-HR |
11/6/2018, 03:45 PM |
Q2 2018 |
34 |
$238M |
+$6.75M |
-$2.96M |
+$3.79M |
BND, BNDX, VTI, VBR, EFV
|
13F-HR |
8/6/2018, 02:12 PM |
Q1 2018 |
34 |
$235M |
+$21.3M |
$0 |
+$21.3M |
BND, BNDX, VTI, VBR, EFV
|
13F-HR |
5/2/2018, 02:17 PM |
Q4 2017 |
31 |
$216M |
+$15.1M |
-$106K |
+$15M |
BND, BNDX, VTI, VBR, EFV
|
13F-HR |
2/5/2018, 04:12 PM |
Q3 2017 |
31 |
$196M |
+$9.56M |
-$1.64M |
+$7.92M |
BND, BNDX, VTI, VBR, EFV
|
13F-HR |
11/9/2017, 11:40 AM |
Q2 2017 |
32 |
$183M |
+$14.5M |
-$3.15M |
+$11.4M |
BND, BNDX, VTI, VBR, EFV
|
13F-HR |
8/2/2017, 04:24 PM |
Q1 2017 |
67 |
$169M |
+$23.1M |
-$1.86M |
+$21.2M |
BND, BNDX, VTI, VBR, EFV
|
13F-HR |
5/8/2017, 02:48 PM |
Q4 2016 |
31 |
$143M |
$0 |
$0 |
|
BND, VTI, BNDX, VBR, EFV
|
13F-HR |
2/13/2017, 03:39 PM |