Q3 2024 |
6 |
$460M |
+$102K |
-$5.88M |
-$5.78M |
SCHW, IVV, VEA, IEFA, VWO
|
13F-HR |
11/14/2024, 10:58 AM |
Q2 2024 |
6 |
$487M |
+$3.84M |
$0 |
+$3.84M |
SCHW, IVV, VEA, IEFA, VWO
|
13F-HR |
8/14/2024, 11:04 AM |
Q1 2024 |
6 |
$473M |
$0 |
-$21.4M |
-$21.4M |
SCHW, IVV, VEA, IEFA, VWO
|
13F-HR |
5/15/2024, 12:10 PM |
Q4 2023 |
6 |
$466M |
+$1.28M |
$0 |
+$1.28M |
SCHW, IVV, VEA, IEFA, VWO
|
13F-HR |
2/14/2024, 10:48 AM |
Q3 2023 |
6 |
$393M |
+$220K |
$0 |
+$220K |
SCHW, IVV, VEA, IEFA, VWO
|
13F-HR |
11/14/2023, 02:50 PM |
Q2 2023 |
6 |
$408M |
+$1.09M |
$0 |
+$1.09M |
SCHW, IVV, VEA, IEFA, VWO
|
13F-HR |
8/14/2023, 07:02 PM |
Q1 2023 |
6 |
$380M |
+$409K |
$0 |
+$409K |
SCHW, IVV, VEA, IEFA, VWO
|
13F-HR |
5/15/2023, 12:10 PM |
Q4 2022 |
6 |
$487M |
+$44.1M |
-$42.7M |
+$1.45M |
SCHW, IVV, VEA, IEFA, VWO
|
13F-HR |
2/13/2023, 05:58 PM |
Q3 2022 |
6 |
$426M |
+$350K |
$0 |
+$350K |
SCHW, IVV, IEFA, IEMG, VEA
|
13F-HR |
11/14/2022, 12:39 PM |
Q2 2022 |
6 |
$406M |
+$1.37M |
$0 |
+$1.37M |
SCHW, IVV, IEFA, IEMG, VEA
|
13F-HR |
8/15/2022, 03:36 PM |
Q1 2022 |
6 |
$530M |
+$66.5K |
-$1.16M |
-$1.09M |
SCHW, IVV, IEFA, IEMG, ENJYQ
|
13F-HR |
5/13/2022, 12:35 PM |
Q4 2021 |
6 |
$545M |
+$18.3M |
-$87.9M |
-$69.5M |
SCHW, IVV, IEFA, IEMG, ENJYQ
|
13F-HR |
2/11/2022, 01:38 PM |
Q3 2021 |
5 |
$550M |
+$326K |
$0 |
+$326K |
SCHW, IVV, IEFA, IEMG, VEA
|
13F-HR |
11/12/2021, 04:04 PM |
Q2 2021 |
5 |
$552M |
+$1.14M |
$0 |
+$1.14M |
SCHW, IVV, IEFA, IEMG, VEA
|
13F-HR |
8/16/2021, 02:29 PM |
Q1 2021 |
5 |
$503M |
+$260K |
-$65.2M |
-$64.9M |
SCHW, IVV, IEFA, IEMG, VEA
|
13F-HR |
5/14/2021, 03:56 PM |
Q4 2020 |
5 |
$488M |
+$317M |
-$217M |
+$100M |
SCHW, IVV, IEFA, IEMG, VEA
|
13F-HR |
2/16/2021, 06:17 AM |
Q3 2020 |
6 |
$367M |
+$310K |
$0 |
+$310K |
AMTD, IVV, IEFA, IEMG, VEA
|
13F-HR |
11/12/2020, 06:04 AM |
Q2 2020 |
6 |
$341M |
+$4.97M |
-$9.88M |
-$4.92M |
AMTD, IVV, IEFA, IEMG, VEA
|
13F-HR |
8/11/2020, 06:18 PM |
Q1 2020 |
11 |
$315M |
+$357K |
$0 |
+$357K |
AMTD, IVV, IEFA, IEMG, VEA
|
13F-HR |
5/1/2020, 12:10 PM |
Q4 2019 |
11 |
$436M |
+$1.49M |
$0 |
+$1.49M |
AMTD, IVV, IEFA, IEMG, VEA
|
13F-HR |
2/7/2020, 08:30 PM |
Q3 2019 |
11 |
$407M |
+$448K |
$0 |
+$448K |
AMTD, IVV, IEFA, IEMG, MLPX
|
13F-HR |
11/8/2019, 12:47 PM |
Q2 2019 |
11 |
$425M |
+$1.5M |
$0 |
+$1.5M |
AMTD, IVV, IEFA, IEMG, MLPX
|
13F-HR |
8/6/2019, 05:16 PM |
Q1 2019 |
11 |
$421M |
+$404K |
$0 |
+$404K |
AMTD, IVV, IEFA, IEMG, MLPX
|
13F-HR |
5/8/2019, 05:08 PM |
Q4 2018 |
11 |
$399M |
+$36.3M |
-$40.8M |
-$4.54M |
AMTD, IVV, IEFA, IEMG, MLPX
|
13F-HR |
1/22/2019, 12:31 PM |
Q3 2018 |
14 |
$440M |
+$5.85M |
-$5.65M |
+$196K |
AMTD, IVV, IEFA, LRGF, INTF
|
13F-HR |
10/23/2018, 09:15 PM |
Q2 2018 |
14 |
$446M |
+$844K |
-$110M |
-$109M |
AMTD, IVV, IEFA, LRGF, INTF
|
13F-HR |
7/12/2018, 04:33 PM |
Q1 2018 |
14 |
$590M |
+$40.6M |
-$747K |
+$39.8M |
AMTD, IEFA, IVV, LRGF, IEMG
|
13F-HR |
4/10/2018, 07:29 PM |
Q4 2017 |
15 |
$492M |
+$67M |
-$109M |
-$42.2M |
AMTD, IVV, IEFA, IEMG, LRGF
|
13F-HR |
2/1/2018, 12:55 PM |
Q3 2017 |
17 |
$511M |
+$47.6M |
$0 |
+$47.6M |
AMTD, IEFA, IVV, LRGF, VEA
|
13F-HR |
11/13/2017, 10:29 AM |
Q2 2017 |
3 |
$408M |
$0 |
$0 |
|
AMTD, VEA, AMJ
|
13F-HR |
8/11/2017, 04:37 PM |