Q3 2024 |
93 |
$656M |
+$81.8M |
-$78.5M |
+$3.35M |
IWM, IVV, IGSB, IEFA, IEMG
|
13F-HR |
10/15/2024, 09:55 PM |
Q2 2024 |
90 |
$634M |
+$35.1M |
-$36.2M |
-$1.11M |
IWM, IVV, IGSB, IEFA, MBB
|
13F-HR |
7/10/2024, 07:47 PM |
Q1 2024 |
90 |
$627M |
+$99.9M |
-$73.7M |
+$26.2M |
IWM, IVV, JPST, IGSB, IEFA
|
13F-HR |
4/12/2024, 12:30 PM |
Q4 2023 |
96 |
$591M |
+$52.1M |
-$43.9M |
+$8.18M |
IWM, IVV, IGSB, JPST, AAPL
|
13F-HR |
1/11/2024, 03:43 PM |
Q3 2023 |
87 |
$545M |
+$52M |
-$30.8M |
+$21.2M |
IWM, IVV, JPST, AAPL, MUB
|
13F-HR |
10/10/2023, 10:22 AM |
Q2 2023 |
85 |
$524M |
+$40.6M |
-$48M |
-$7.43M |
IWM, IVV, IEF, MUB, IGSB
|
13F-HR |
7/7/2023, 11:40 AM |
Q1 2023 |
93 |
$525M |
+$56.3M |
-$40.3M |
+$16.1M |
IWM, IVV, IAU, MUB, IGSB
|
13F-HR |
4/18/2023, 09:12 AM |
Q4 2022 |
89 |
$501M |
+$44.1M |
-$28.9M |
+$15.1M |
IWM, IVV, IGSB, IAU, MUB
|
13F-HR |
1/11/2023, 03:10 PM |
Q3 2022 |
84 |
$465M |
+$62.8M |
-$41.6M |
+$21.2M |
IWM, IGSB, IVV, MUB, IAU
|
13F-HR |
10/20/2022, 11:49 AM |
Q2 2022 |
86 |
$475M |
+$103M |
-$55M |
+$48.3M |
IWM, IVV, IGSB, IAU, DVN
|
13F-HR |
7/13/2022, 09:11 AM |
Q1 2022 |
157 |
$511M |
+$61M |
-$59.2M |
+$1.82M |
IWM, IGSB, IVV, IAU, GOOG
|
13F-HR |
5/2/2022, 03:03 PM |
Q4 2021 |
87 |
$520M |
+$38.6M |
-$19.2M |
+$19.3M |
IWM, IGSB, IVV, IAU, SHM
|
13F-HR |
1/18/2022, 03:27 PM |
Q3 2021 |
88 |
$477M |
+$24.6M |
-$45.1M |
-$20.6M |
IWM, IGSB, IVV, IAU, SHM
|
13F-HR |
10/21/2021, 12:20 PM |
Q2 2021 |
88 |
$520M |
+$67M |
-$51.2M |
+$15.8M |
IWM, IGSB, IVV, IAU, PTON
|
13F-HR |
7/29/2021, 10:10 AM |
Q1 2021 |
88 |
$479M |
+$43.6M |
-$37.1M |
+$6.5M |
IWM, IGSB, IVV, PTON, IAU
|
13F-HR |
4/14/2021, 03:37 PM |
Q4 2020 |
89 |
$450M |
+$88.5M |
-$72.2M |
+$16.3M |
IWM, PTON, IGSB, IAU, IVV
|
13F-HR |
1/13/2021, 01:55 PM |
Q3 2020 |
94 |
$380M |
+$45.2M |
-$79.3M |
-$34.1M |
IWM, IAU, IGSB, JPST, IVV
|
13F-HR |
10/28/2020, 04:01 PM |
Q2 2020 |
100 |
$378M |
+$71.5M |
-$66.4M |
+$5.09M |
IWM, PTON, IAU, JPST, IVV
|
13F-HR |
7/23/2020, 02:10 PM |
Q1 2020 |
99 |
$299M |
+$69.1M |
-$83.8M |
-$14.7M |
IWM, VWO, IEMG, IAU, PTON
|
13F-HR |
4/21/2020, 12:22 PM |
Q4 2019 |
113 |
$412M |
+$36.8M |
-$27.9M |
+$8.98M |
VWO, AMLP, IEFA, IWM, IEMG
|
13F-HR |
1/27/2020, 11:53 AM |
Q3 2019 |
90 |
$374M |
+$27.8M |
-$28.7M |
-$931K |
VWO, IEFA, AMLP, IEMG, IWM
|
13F-HR |
11/6/2019, 11:07 AM |
Q2 2019 |
106 |
$377M |
+$35.6M |
-$32.7M |
+$2.96M |
VWO, TYG, IEMG, IEFA, IWM
|
13F-HR |
8/2/2019, 12:01 PM |
Q1 2019 |
109 |
$367M |
+$125M |
-$12.3M |
+$113M |
VWO, TYG, IEFA, AMLP, IEMG
|
13F-HR |
5/10/2019, 12:23 PM |
Q4 2018 |
103 |
$230M |
+$106M |
-$52.4M |
+$53.5M |
VWO, TYG, VEA, SHM, IJR
|
13F-HR |
2/4/2019, 05:19 PM |
Q3 2018 |
152 |
$212M |
+$16.1M |
-$12.3M |
+$3.81M |
IWM, IEFA, IEMG, KYN, SHM
|
13F-HR |
10/17/2018, 03:55 PM |
Q2 2018 |
89 |
$201M |
+$38.1M |
-$31.4M |
+$6.72M |
IEFA, IWM, IEMG, KYN, SHM
|
13F-HR |
8/9/2018, 05:18 PM |
Q1 2018 |
88 |
$188M |
+$37.3M |
-$47.4M |
-$10M |
IEFA, IEMG, KYN, SHM, JPST
|
13F-HR |
5/11/2018, 06:05 AM |
Q4 2017 |
96 |
$205M |
+$42.5M |
-$13.2M |
+$29.3M |
IEMG, IEFA, ECON, IBB, KYN
|
13F-HR |
2/7/2018, 06:05 AM |
Q3 2017 |
87 |
$173M |
+$18.1M |
-$10.4M |
+$7.63M |
IEMG, IEFA, ECON, IBB, REM
|
13F-HR |
11/6/2017, 01:36 PM |
Q2 2017 |
58 |
$161M |
+$30.7M |
-$14.7M |
+$16M |
IEMG, IEFA, ECON, IBB, BAM
|
13F-HR |
8/3/2017, 06:07 AM |
Q1 2017 |
53 |
$142M |
$0 |
$0 |
|
IEFA, IBB, IEMG, CME, REM
|
13F-HR |
5/10/2017, 12:17 PM |