Q3 2024 |
72 |
$583K |
$0 |
$0 |
|
IVV, ORLA, EMR, MRNA, JPST
|
13F-HR |
10/16/2024, 03:00 PM |
Q2 2024 |
76 |
$381M |
+$65.9M |
-$41M |
+$24.9M |
MSFT, AMZN, XLG, QQQ, CRM
|
13F-HR |
7/30/2024, 09:17 PM |
Q1 2024 |
80 |
$352M |
+$117M |
-$6.29K |
+$117M |
MSFT, XLG, IBIT, AMZN, QQQ
|
13F-HR |
4/18/2024, 02:29 PM |
Q4 2023 |
78 |
$267K |
$0 |
$0 |
|
SPY, SHV, BND, XLC, BMY
|
13F-HR |
1/30/2024, 05:46 PM |
Q3 2023 |
81 |
$230M |
+$43.8M |
-$57.2M |
-$13.4M |
MSFT, AGG, AMZN, SHV, XLK
|
13F-HR |
10/20/2023, 12:42 PM |
Q2 2023 |
83 |
$252M |
+$51.9M |
-$55.5M |
-$3.59M |
SHV, AGG, MSFT, AMZN, XLK
|
13F-HR |
7/25/2023, 12:22 PM |
Q1 2023 |
84 |
$237M |
+$26.9M |
-$54.4M |
-$27.5M |
AGG, SHV, VEA, XLK, GLD
|
13F-HR |
4/25/2023, 01:19 PM |
Q4 2022 |
79 |
$250M |
+$51.2M |
-$60.2M |
-$9.02M |
AGG, VTV, SHV, VEA, XLK
|
13F-HR |
1/20/2023, 06:09 PM |
Q3 2022 |
86 |
$250M |
+$15.2M |
-$47.9M |
-$32.7M |
AGG, SHV, XLK, VEA, IEMG
|
13F-HR |
10/24/2022, 06:23 PM |
Q2 2022 |
86 |
$294M |
+$100M |
-$47.3M |
+$52.9M |
AGG, VCSH, SHV, XLK, VEA
|
13F-HR |
8/1/2022, 10:56 AM |
Q1 2022 |
82 |
$297M |
+$78.1M |
-$52M |
+$26M |
AGG, SHV, XLK, HEFA, VEA
|
13F-HR |
4/22/2022, 11:53 AM |
Q4 2021 |
99 |
$283M |
+$75M |
-$166M |
-$91.4M |
AGG, XLK, SHV, VEA, XLV
|
13F-HR |
1/27/2022, 02:41 PM |
Q3 2021 |
99 |
$375M |
+$51.1M |
-$52.7M |
-$1.6M |
AGG, VCSH, XLK, VEA, HYG
|
13F-HR |
10/22/2021, 01:16 PM |
Q2 2021 |
92 |
$374M |
+$12.4M |
-$85.1M |
-$72.7M |
AGG, VCSH, VEA, XLK, HYG
|
13F-HR |
7/23/2021, 12:44 PM |
Q1 2021 |
94 |
$439M |
+$150M |
-$97.9M |
+$52.2M |
VCSH, AGG, VEA, XLK, HYG
|
13F-HR |
4/22/2021, 12:19 PM |
Q4 2020 |
44 |
$379M |
+$54.8M |
-$109M |
-$54.5M |
AGG, VCSH, VEA, XLK, MBB
|
13F-HR |
1/20/2021, 06:09 PM |
Q3 2020 |
45 |
$415M |
+$47.4M |
-$26.3M |
+$21.1M |
GOVT, AGG, VCSH, VEA, MBB
|
13F-HR |
10/16/2020, 03:18 PM |
Q2 2020 |
39 |
$380M |
+$54.5M |
-$14.9M |
+$39.6M |
GOVT, AGG, VCSH, IEMG, VEA
|
13F-HR |
7/14/2020, 01:44 PM |
Q1 2020 |
41 |
$50.1M |
$0 |
$0 |
|
VGSH, XLK, MBB, VNQ, EWJ
|
13F-HR |
4/13/2020, 11:38 AM |
Q4 2019 |
59 |
$310M |
+$16.3M |
-$53M |
-$36.7M |
VCSH, AGG, VGSH, IEMG, IEF
|
13F-HR |
1/22/2020, 07:19 PM |
Q3 2019 |
59 |
$330M |
+$41M |
-$34.7M |
+$6.28M |
VCSH, AGG, VGSH, IEF, IEMG
|
13F-HR |
10/10/2019, 02:46 PM |
Q2 2019 |
82 |
$324M |
+$269M |
-$40.8M |
+$228M |
VCSH, AGG, VGSH, IEF, IEMG
|
13F-HR |
7/26/2019, 11:17 AM |
Q1 2019 |
17 |
$94.8M |
+$23M |
-$221M |
-$198M |
FLOT, AGG, EWJ, EZU, BABA
|
13F-HR |
4/16/2019, 01:35 PM |
Q4 2018 |
89 |
$289M |
+$77.6M |
-$49.8M |
+$27.8M |
VCSH, FLOT, VGSH, IEMG, IEF
|
13F-HR |
2/6/2019, 03:58 PM |
Q3 2018 |
82 |
$275M |
+$105M |
-$33.2M |
+$72.3M |
VCSH, FLOT, EWJ, IEMG, XLF
|
13F-HR |
10/10/2018, 01:46 PM |
Q2 2018 |
68 |
$202M |
+$26.6M |
-$73.3M |
-$46.7M |
VCSH, FLOT, EZU, XLK, IEMG
|
13F-HR |
7/10/2018, 09:00 PM |
Q1 2018 |
73 |
$253M |
+$47.9M |
-$146M |
-$98.3M |
VCSH, FLOT, EZU, IEMG, XLF
|
13F-HR |
5/15/2018, 05:39 PM |
Q4 2017 |
63 |
$360M |
+$66.4M |
-$52.6M |
+$13.8M |
VCSH, DBJP, AGG, IEMG, EZU
|
13F-HR |
2/6/2018, 04:21 PM |
Q3 2017 |
73 |
$338M |
+$159M |
-$74.1M |
+$84.5M |
VCSH, IEMG, AGG, DBJP, EZU
|
13F-HR |
11/3/2017, 10:27 AM |
Q2 2017 |
55 |
$245M |
+$51.4M |
-$35M |
+$16.3M |
VCSH, IGIB, LQD, IEMG, SHYG
|
13F-HR |
8/3/2017, 10:38 AM |
Q1 2017 |
86 |
$198M |
$0 |
$0 |
|
VCSH, IEMG, SHYG, IEF, CWB
|
13F-HR |
5/15/2017, 11:03 AM |