Q3 2023 |
391 |
$880M |
+$91.9M |
-$126M |
-$33.9M |
IVV, ACN, IUSB, EFV, EFG
|
13F-HR |
11/14/2023, 09:22 AM |
Q2 2023 |
409 |
$945M |
+$55.7M |
-$72.7M |
-$16.9M |
IVV, ACN, IUSB, EFG, QUAL
|
13F-HR |
8/3/2023, 03:25 PM |
Q1 2023 |
421 |
$919M |
$0 |
$0 |
|
IVV, ACN, IUSB, ESGU, EFG
|
13F-HR |
5/11/2023, 09:36 AM |
Q2 2022 |
296 |
$836M |
+$74.9M |
-$89.5M |
-$14.6M |
IVV, ACN, ESGU, MUB, IUSB
|
13F-HR |
7/19/2022, 02:48 PM |
Q1 2022 |
327 |
$1B |
+$149M |
-$88.7M |
+$60.2M |
IVV, ACN, ESGU, MSFT, MUB
|
13F-HR |
4/19/2022, 05:19 PM |
Q4 2021 |
321 |
$997M |
+$59.3M |
-$74.4M |
-$15.1M |
ACN, IVV, ESGU, EFG, MSFT
|
13F-HR |
1/18/2022, 07:33 PM |
Q3 2021 |
335 |
$936M |
+$63.9M |
-$52.4M |
+$11.5M |
ACN, ESGU, IVV, MSFT, EFG
|
13F-HR |
11/15/2021, 06:32 AM |
Q2 2021 |
349 |
$932M |
+$111M |
-$30.9M |
+$80M |
ACN, IVV, ESGU, MSFT, MUB
|
13F-HR |
7/30/2021, 03:36 PM |
Q1 2021 |
331 |
$799M |
+$182M |
-$47.1M |
+$135M |
ACN, IVV, ESGU, MSFT, MUB
|
13F-HR |
4/26/2021, 08:14 AM |
Q4 2020 |
273 |
$633M |
+$85.4M |
-$24.9M |
+$60.5M |
ACN, IVV, ESGU, MUB, EFG
|
13F-HR |
2/8/2021, 08:25 AM |
Q3 2020 |
248 |
$518M |
+$146M |
-$54.2M |
+$92.2M |
ACN, IVV, ESGU, MUB, EFG
|
13F-HR |
10/22/2020, 04:22 PM |
Q2 2020 |
257 |
$413M |
+$167M |
-$52.3M |
+$114M |
ACN, IVV, MUB, ESGU, EFG
|
13F-HR |
7/14/2020, 11:29 AM |
Q1 2020 |
153 |
$254M |
+$30.6M |
-$31.5M |
-$861K |
ACN, IVV, MUB, GOVT, IEFA
|
13F-HR |
4/16/2020, 05:50 PM |
Q4 2019 |
176 |
$316M |
+$34.9M |
-$27.5M |
+$7.39M |
ACN, IVV, MUB, IEFA, IEMG
|
13F-HR |
1/29/2020, 06:39 AM |
Q3 2019 |
165 |
$292M |
+$22.4M |
-$14.3M |
+$8.14M |
ACN, IVV, MUB, IEFA, ITOT
|
13F-HR |
10/23/2019, 08:41 PM |
Q2 2019 |
163 |
$283M |
+$45.4M |
-$36.3M |
+$9.17M |
ACN, IVV, MUB, ITOT, IEFA
|
13F-HR |
8/12/2019, 06:13 PM |
Q1 2019 |
886 |
$268M |
+$49.3M |
-$18.2M |
+$31.1M |
ACN, IVV, MUB, IEFA, ITOT
|
13F-HR |
5/9/2019, 03:50 PM |
Q4 2018 |
217 |
$207M |
+$22.6M |
-$24.6M |
-$2.05M |
ACN, IVV, IEFA, EPD, MUB
|
13F-HR |
2/14/2019, 10:05 AM |
Q3 2018 |
271 |
$240M |
+$24.9M |
-$30M |
-$5.11M |
ACN, IVV, EPD, IEFA, MUB
|
13F-HR |
11/14/2018, 08:04 AM |
Q2 2018 |
826 |
$238M |
+$65.8M |
-$20.4M |
+$45.4M |
ACN, IVV, EPD, IEFA, MUB
|
13F-HR |
8/13/2018, 04:49 PM |
Q1 2018 |
254 |
$187M |
+$29.2M |
-$38.8M |
-$9.58M |
ACN, IVV, EPD, IEMG, IHG
|
13F-HR |
5/14/2018, 05:36 PM |
Q4 2017 |
866 |
$202M |
$0 |
$0 |
|
ACN, EPD, IEMG, MMP, IWD
|
13F-HR |
2/13/2018, 11:44 AM |