Q3 2024 |
60 |
$10.1B |
+$252M |
-$1.2M |
+$251M |
VOO, IXUS, AGG, IJH, ISTB
|
13F-HR |
11/14/2024, 10:20 AM |
Q2 2024 |
46 |
$9.34B |
+$296M |
$0 |
+$296M |
VOO, IXUS, AGG, IJH, ISTB
|
13F-HR |
8/13/2024, 03:06 PM |
Q1 2024 |
42 |
$8.95B |
+$734M |
-$3.4M |
+$730M |
VOO, IXUS, AGG, IJH, ISTB
|
13F-HR |
5/14/2024, 03:52 PM |
Q4 2023 |
32 |
$8.17B |
+$220M |
-$2.51M |
+$218M |
VOO, IXUS, AGG, IJH, ISTB
|
13F-HR |
2/13/2024, 04:15 PM |
Q3 2023 |
28 |
$7.27B |
+$167M |
$0 |
+$167M |
VOO, IXUS, AGG, IJH, ISTB
|
13F-HR |
11/13/2023, 05:15 PM |
Q2 2023 |
24 |
$7.38B |
+$223M |
-$3.96M |
+$219M |
VOO, IXUS, AGG, IJH, ISTB
|
13F-HR |
8/10/2023, 05:46 PM |
Q1 2023 |
22 |
$6.88B |
+$261M |
-$1.77M |
+$260M |
VOO, IXUS, AGG, IJH, ISTB
|
13F-HR |
5/4/2023, 09:39 AM |
Q4 2022 |
27 |
$6.26B |
+$309M |
-$8.81K |
+$309M |
VOO, IXUS, AGG, IJH, ISTB
|
13F-HR |
2/13/2023, 03:09 PM |
Q3 2022 |
27 |
$5.55B |
+$269M |
-$12K |
+$269M |
VOO, IXUS, AGG, IJH, ISTB
|
13F-HR |
11/14/2022, 06:45 AM |
Q2 2022 |
24 |
$5.62B |
+$273M |
-$517K |
+$273M |
VOO, IXUS, AGG, IJH, ISTB
|
13F-HR |
8/12/2022, 06:39 PM |
Q1 2022 |
28 |
$6.16B |
+$345M |
-$11.3K |
+$345M |
VOO, IXUS, AGG, IJH, ISTB
|
13F-HR |
5/16/2022, 05:22 PM |
Q4 2021 |
27 |
$6.14B |
+$405M |
-$1.13K |
+$405M |
VOO, IXUS, AGG, IJH, ISTB
|
13F-HR |
2/14/2022, 01:16 PM |
Q3 2021 |
27 |
$5.45B |
+$418M |
$0 |
+$418M |
VOO, IXUS, AGG, IJH, ISTB
|
13F-HR |
11/16/2021, 11:38 AM |
Q2 2021 |
26 |
$5.08B |
+$506M |
-$37.2K |
+$506M |
VOO, IXUS, AGG, IJH, ISTB
|
13F-HR |
8/13/2021, 03:48 PM |
Q1 2021 |
18 |
$4.35B |
+$477M |
-$3.99K |
+$477M |
VOO, IXUS, AGG, IJH, ISTB
|
13F-HR |
4/22/2021, 08:27 PM |
Q4 2020 |
18 |
$3.7B |
+$327M |
-$6.2M |
+$321M |
VOO, IXUS, AGG, IJH, ISTB
|
13F-HR |
2/16/2021, 05:05 PM |
Q3 2020 |
18 |
$3.05B |
+$1.95B |
-$1.61B |
+$337M |
VOO, IXUS, AGG, IJH, ISTB
|
13F-HR |
11/30/2020, 06:33 PM |
Q2 2020 |
13 |
$2.59B |
+$354M |
$0 |
+$354M |
VOO, VEA, VB, LQD, SHY
|
13F-HR |
8/21/2020, 02:26 PM |
Q1 2020 |
13 |
$1.95B |
+$124M |
-$16M |
+$107M |
VOO, VEA, VB, SHY, LQD
|
13F-HR |
5/13/2020, 06:28 PM |
Q4 2019 |
13 |
$2.23B |
+$241M |
-$280K |
+$241M |
VOO, VEA, VB, LQD, SHY
|
Restatement |
2/10/2020, 07:12 PM |
Q3 2019 |
13 |
$1.93B |
+$234M |
-$48.4M |
+$186M |
VOO, VEA, VB, LQD, SHY
|
13F-HR |
11/14/2019, 06:36 PM |
Q2 2019 |
8 |
$1.71B |
+$245M |
$0 |
+$245M |
VOO, VEA, VB, LQD, SHY
|
13F-HR |
8/12/2019, 03:35 PM |
Q1 2019 |
8 |
$1.42B |
+$186M |
$0 |
+$186M |
VOO, VEA, VB, LQD, SHY
|
13F-HR |
4/23/2019, 06:57 PM |
Q4 2018 |
8 |
$1.12B |
+$331M |
$0 |
+$331M |
VOO, VEA, SHY, LQD, VB
|
13F-HR |
1/28/2019, 02:47 PM |
Q2 2018 |
7 |
$698M |
+$65.3M |
-$129M |
-$64M |
VOO, VB, SHY, VNQ, VWO
|
13F-HR |
8/14/2018, 04:18 PM |
Q1 2018 |
8 |
$848M |
+$292M |
$0 |
+$292M |
VOO, VB, SHY, LQD, VNQ
|
13F-HR |
5/7/2018, 07:45 PM |
Q3 2017 |
7 |
$545M |
+$143M |
-$98.9M |
+$43.8M |
VOO, VB, LQD, SHY, VNQ
|
13F-HR |
10/27/2017, 06:16 PM |
Q2 2017 |
7 |
$420M |
+$132M |
-$37.3M |
+$94.7M |
VB, VOO, VWO, VNQ, LQD
|
13F-HR |
8/9/2017, 06:31 PM |
Q1 2017 |
4 |
$185M |
+$35.9M |
$0 |
+$35.9M |
VNQ, VWO, VOO
|
13F-HR |
4/28/2017, 02:49 PM |
Q4 2016 |
4 |
$204M |
$0 |
$0 |
|
VNQ, VB, VWO, VOO
|
13F-HR |
4/27/2017, 04:40 PM |