Q3 2024 |
100 |
$387M |
+$18M |
-$25.4M |
-$7.49M |
VTEB, SPYG, VIGI, SCHG, TFI
|
13F-HR |
10/24/2024, 11:55 AM |
Q2 2024 |
97 |
$377M |
+$37.5M |
-$25.1M |
+$12.4M |
VTEB, SPYG, SCHG, VIGI, TFI
|
13F-HR |
7/25/2024, 03:20 PM |
Q1 2024 |
100 |
$362M |
+$16.5M |
-$25.1M |
-$8.57M |
VTEB, SPYG, SPYV, VIGI, SCHG
|
13F-HR |
4/24/2024, 10:40 AM |
Q4 2023 |
103 |
$357M |
+$108M |
-$137M |
-$29.3M |
VTEB, SPYG, SPYV, VIGI, SUB
|
13F-HR |
1/19/2024, 02:10 PM |
Q3 2023 |
96 |
$359M |
+$42.6M |
-$54.4M |
-$11.8M |
MUB, SPYG, VIGI, SPYV, VYMI
|
13F-HR |
10/30/2023, 10:56 AM |
Q2 2023 |
102 |
$386M |
+$6.02M |
-$11.6M |
-$5.6M |
MUB, SPYV, SPYG, SHM, ACWV
|
13F-HR |
7/21/2023, 01:08 PM |
Q1 2023 |
99 |
$386M |
+$58M |
-$54.7M |
+$3.24M |
MUB, SPYV, SPYG, SHM, ACWV
|
13F-HR |
5/11/2023, 10:28 AM |
Q4 2022 |
108 |
$372M |
+$132M |
-$136M |
-$3.93M |
MUB, SPYV, ACWV, SPYG, SHM
|
13F-HR |
1/12/2023, 01:55 PM |
Q3 2022 |
98 |
$352M |
+$38.2M |
-$35.2M |
+$2.98M |
VTEB, SPYV, VYMI, ACWV, SPYG
|
13F-HR |
11/9/2022, 02:51 PM |
Q2 2022 |
106 |
$371M |
+$119M |
-$129M |
-$9.47M |
VTEB, SPYG, VYMI, SPYV, SCHV
|
13F-HR |
7/22/2022, 11:09 AM |
Q1 2022 |
116 |
$425M |
+$115M |
-$100M |
+$14.3M |
MUB, SPYG, VYMI, IEMG, SCHV
|
13F-HR |
4/19/2022, 12:05 PM |
Q4 2021 |
117 |
$436M |
+$26.3M |
-$39.9M |
-$13.6M |
VTEB, SPYG, VYMI, IEMG, SCHV
|
13F-HR |
2/16/2022, 12:12 PM |
Q3 2021 |
114 |
$436M |
+$34M |
-$19.4M |
+$14.6M |
VTEB, SPYG, VYMI, IEMG, VIGI
|
13F-HR |
11/3/2021, 11:01 AM |
Q2 2021 |
121 |
$427M |
+$44.2M |
-$47.2M |
-$2.96M |
VTEB, SPYG, IEMG, VYMI, SCHV
|
13F-HR |
8/12/2021, 11:13 AM |
Q1 2021 |
126 |
$412M |
+$52.2M |
-$42.6M |
+$9.56M |
VTEB, SPYG, IEMG, VIGI, VYMI
|
13F-HR |
4/29/2021, 04:24 PM |
Q4 2020 |
120 |
$393M |
+$46M |
-$42M |
+$4.02M |
VTEB, SPYG, IEMG, SCHG, ACWV
|
13F-HR |
2/1/2021, 03:43 PM |
Q3 2020 |
124 |
$359M |
+$30.4M |
-$20.8M |
+$9.53M |
VTEB, SPYG, SCHG, VIGI, ACWV
|
13F-HR |
11/2/2020, 02:20 PM |
Q2 2020 |
123 |
$334M |
+$135M |
-$91.4M |
+$44M |
VTEB, SPYG, SCHG, ACWV, IQLT
|
13F-HR |
8/20/2020, 10:46 AM |
Q1 2020 |
91 |
$257M |
+$135M |
-$162M |
-$27.1M |
VTEB, SPYG, VT, VTV, QUAL
|
13F-HR |
8/14/2020, 01:45 PM |
Q4 2019 |
190 |
$324M |
+$64M |
-$33.4M |
+$30.7M |
VT, QUAL, FNDE, FNDX, ACWV
|
Restatement |
2/28/2020, 04:43 PM |
Q3 2019 |
142 |
$290M |
+$16.9M |
-$18.9M |
-$2.07M |
VT, FNDE, ACWV, QUAL, BND
|
13F-HR |
10/9/2019, 03:49 PM |
Q2 2019 |
158 |
$289M |
+$40.8M |
-$42.1M |
-$1.22M |
VT, FNDE, ACWV, FNDF, QUAL
|
13F-HR |
7/23/2019, 05:08 PM |
Q1 2019 |
160 |
$268M |
+$25.7M |
-$34M |
-$8.29M |
VT, FNDE, FNDF, FNDX, ACWV
|
13F-HR |
4/26/2019, 05:04 PM |
Q4 2018 |
131 |
$253M |
+$251M |
-$10.9M |
+$240M |
VT, FNDE, FNDF, FNDX, QUAL
|
13F-HR |
1/29/2019, 06:48 AM |
Q3 2018 |
66 |
$28.9M |
+$26.9M |
-$248M |
-$221M |
SPY, VTI, VLO, MCD, PSX
|
13F-HR |
1/7/2019, 08:39 AM |
Q1 2018 |
85 |
$249M |
+$35.6M |
-$29.7M |
+$5.86M |
FNDF, MTUM, QUAL, FNDE, FNDX
|
13F-HR |
4/11/2018, 11:23 AM |
Q4 2017 |
79 |
$235M |
+$9.48M |
-$22.7M |
-$13.2M |
FNDF, FNDE, QUAL, BND, DBEF
|
13F-HR |
2/22/2018, 02:57 PM |
Q2 2017 |
87 |
$239M |
$0 |
$0 |
|
FNDF, FNDE, QUAL, DBEF, FNDX
|
13F-HR |
8/14/2017, 05:45 PM |