| Q2 2024 |
173 |
$259M |
+$13.6M |
-$20.5M |
-$6.94M |
IVV, SCHZ, SCHJ, STIP, VOO
|
13F-HR |
7/12/2024, 03:06 PM |
| Q1 2024 |
178 |
$264M |
+$28.6M |
-$28.1M |
+$508K |
IVV, SCHZ, STIP, VOO, SCHJ
|
13F-HR |
4/12/2024, 01:59 PM |
| Q4 2023 |
175 |
$253M |
+$55.7M |
-$55.9M |
-$202K |
SCHZ, IVV, VOO, STIP, SCHJ
|
13F-HR |
1/19/2024, 04:45 PM |
| Q3 2023 |
159 |
$237M |
+$27.8M |
-$32.7M |
-$4.93M |
MBB, IVV, GOVT, VOO, STIP
|
13F-HR |
10/13/2023, 09:17 PM |
| Q2 2023 |
153 |
$252M |
+$37.6M |
-$58.5M |
-$20.8M |
VGSH, IVV, MBB, GOVT, IEFA
|
13F-HR |
7/21/2023, 10:41 AM |
| Q1 2023 |
168 |
$269M |
+$27.8M |
-$27.2M |
+$609K |
VGSH, MBB, VYMI, HDEF, HYDW
|
13F-HR |
4/27/2023, 01:55 PM |
| Q4 2022 |
167 |
$261M |
+$53.1M |
-$54.9M |
-$1.8M |
VGSH, MBB, VYMI, HDEF, VOO
|
13F-HR |
2/2/2023, 09:22 PM |
| Q3 2022 |
171 |
$244M |
+$39.8M |
-$44.7M |
-$4.9M |
VGSH, SCHX, VOO, VYMI, IEMG
|
13F-HR |
10/20/2022, 06:56 PM |
| Q2 2022 |
174 |
$263M |
+$57.3M |
-$59.4M |
-$2.12M |
SCHP, SCHX, VOO, HDEF, AGG
|
13F-HR |
7/26/2022, 07:30 PM |
| Q1 2022 |
164 |
$293M |
+$42.3M |
-$36.4M |
+$5.87M |
HDAW, SCHP, AGG, VOO, VBR
|
13F-HR |
4/25/2022, 05:52 PM |
| Q4 2021 |
164 |
$298M |
+$43M |
-$57.2M |
-$14.2M |
HDAW, SCHP, SPSB, AGG, VBR
|
13F-HR |
1/20/2022, 09:45 PM |
| Q3 2021 |
157 |
$303M |
+$26.2M |
-$40.6M |
-$14.4M |
VCSH, SCHP, VMBS, HDAW, ESEB
|
13F-HR |
10/22/2021, 04:01 PM |
| Q2 2021 |
161 |
$321M |
+$31.3M |
-$40.5M |
-$9.25M |
SCHP, HDAW, VMBS, ESEB, VBR
|
13F-HR |
7/20/2021, 09:57 PM |
| Q1 2021 |
167 |
$321M |
+$46.8M |
-$63.3M |
-$16.5M |
SCHP, HDAW, VMBS, IEMG, ESEB
|
13F-HR |
4/23/2021, 03:52 PM |
| Q4 2020 |
152 |
$326M |
+$31.2M |
-$61.2M |
-$30M |
VTIP, IEMG, HDAW, ESEB, VCSH
|
13F-HR |
1/25/2021, 09:25 PM |
| Q3 2020 |
145 |
$327M |
+$35.8M |
-$83.4M |
-$47.6M |
VTIP, IEMG, AGG, SHY, VCSH
|
13F-HR |
10/29/2020, 09:26 PM |
| Q2 2020 |
130 |
$367M |
+$65.8M |
-$79.1M |
-$13.3M |
AGG, VTIP, VCSH, SHY, IEMG
|
13F-HR |
7/30/2020, 09:48 PM |
| Q1 2020 |
156 |
$345M |
+$58.1M |
-$94.9M |
-$36.8M |
VTIP, EMLC, SHY, AGG, IDEV
|
13F-HR |
5/4/2020, 03:44 PM |
| Q4 2019 |
173 |
$452M |
+$70.3M |
-$33.6M |
+$36.7M |
VTIP, HDAW, SCHO, IDEV, GUNR
|
13F-HR |
1/27/2020, 05:12 PM |
| Q3 2019 |
132 |
$398M |
+$72.3M |
-$137M |
-$65M |
SCHO, VTIP, IDEV, HDAW, SCHX
|
13F-HR |
10/22/2019, 04:51 PM |
| Q2 2019 |
134 |
$466M |
+$50.7M |
-$48.3M |
+$2.38M |
SCHO, HDAW, FLRN, PFFD, IEMG
|
13F-HR |
7/16/2019, 10:36 AM |
| Q1 2019 |
128 |
$457M |
+$46.2M |
-$56.9M |
-$10.6M |
SCHO, FLRN, PFFD, IDEV, HDAW
|
13F-HR |
4/22/2019, 04:55 PM |
| Q4 2018 |
127 |
$438M |
+$175M |
-$115M |
+$60.9M |
SCHO, AGG, PFFD, FLRN, IDEV
|
13F-HR |
1/14/2019, 05:18 PM |
| Q3 2018 |
122 |
$404M |
+$44.7M |
-$35.7M |
+$8.93M |
HDAW, SCHO, DWX, SCHZ, VRP
|
13F-HR |
10/12/2018, 09:22 AM |
| Q2 2018 |
120 |
$385M |
+$90.1M |
-$95.7M |
-$5.56M |
CWB, DWX, SCHZ, VRP, HDAW
|
13F-HR |
7/19/2018, 12:16 PM |
| Q1 2018 |
110 |
$387M |
+$114M |
-$41.2M |
+$73.2M |
DWX, CWB, SCHZ, VRP, ACWI
|
13F-HR |
4/17/2018, 05:07 PM |
| Q4 2017 |
100 |
$320M |
$0 |
$0 |
|
DWX, VTI, PGX, VFH, CWB
|
13F-HR |
2/2/2018, 01:37 PM |