Q3 2024 |
483 |
$738M |
+$81.7M |
-$31.8M |
+$49.9M |
IVV, SCHF, SCHG, IUSB, IVW
|
13F-HR |
11/4/2024, 01:53 PM |
Q2 2024 |
466 |
$656M |
+$67.2M |
-$32.7M |
+$34.5M |
IVV, SCHF, SCHG, IVW, IEMG
|
13F-HR |
7/26/2024, 05:06 PM |
Q1 2024 |
475 |
$618M |
+$64.7M |
-$92.3M |
-$27.6M |
IVV, SCHF, SCHG, IUSB, IEMG
|
13F-HR |
4/29/2024, 10:30 AM |
Q4 2023 |
474 |
$608M |
+$51.1M |
-$168M |
-$117M |
IVV, SCHF, TLTW, SCHG, MGK
|
13F-HR |
1/23/2024, 05:20 PM |
Q3 2023 |
478 |
$664M |
+$81.9M |
-$55.7M |
+$26.2M |
IVV, VTV, SCHF, TLTW, VUG
|
13F-HR |
10/25/2023, 03:41 PM |
Q2 2023 |
485 |
$664M |
+$55M |
-$40M |
+$15M |
IVV, VTV, SCHF, IUSB, VUG
|
13F-HR |
8/3/2023, 02:12 PM |
Q1 2023 |
484 |
$620M |
+$132M |
-$57.5M |
+$74.8M |
IVV, VTV, SCHF, IUSB, TLTW
|
13F-HR |
5/8/2023, 01:02 PM |
Q4 2022 |
288 |
$522M |
+$64.2M |
-$77.5M |
-$13.2M |
IVV, VTV, SCHF, ESGU, IUSB
|
13F-HR |
2/13/2023, 01:24 PM |
Q3 2022 |
288 |
$504M |
+$79M |
-$46.5M |
+$32.5M |
IVV, SCHF, ESGU, VTV, IUSB
|
13F-HR |
11/4/2022, 03:54 PM |
Q2 2022 |
290 |
$505M |
+$61.2M |
-$101M |
-$40.1M |
IVV, SCHF, ESGU, VTV, LQDH
|
13F-HR |
8/11/2022, 05:22 PM |
Q1 2022 |
331 |
$624M |
+$227M |
-$182M |
+$45.5M |
IVV, LQDH, VTI, SCHF, ESGU
|
13F-HR |
5/9/2022, 10:57 AM |
Q4 2021 |
281 |
$600M |
+$257M |
-$54.1M |
+$202M |
SCHF, IVV, ESGU, AAPL, VUG
|
13F-HR |
2/10/2022, 02:48 PM |
Q3 2021 |
231 |
$374M |
+$84.3M |
-$343M |
-$259M |
ESGU, IVV, PTBD, DGRO, MGK
|
13F-HR |
11/12/2021, 01:21 PM |
Q2 2021 |
764 |
$638M |
+$185M |
-$121M |
+$63.9M |
PTBD, ESGU, IVV, GOVT, IUSB
|
13F-HR |
8/6/2021, 02:23 PM |
Q1 2021 |
1,133 |
$547M |
+$138M |
-$146M |
-$7.63M |
ESGU, IVV, PTBD, GOVT, VOO
|
13F-HR |
5/14/2021, 07:25 PM |
Q4 2020 |
299 |
$542M |
+$262M |
-$28.6M |
+$233M |
IVV, ESGU, VOO, LQD, GOVT
|
13F-HR |
2/12/2021, 07:48 PM |
Q3 2020 |
384 |
$285M |
+$72.9M |
-$14.7M |
+$58.2M |
IVV, MGK, ESGU, AAPL, DGRO
|
13F-HR |
10/30/2020, 03:11 PM |
Q2 2020 |
320 |
$217M |
+$57.6M |
-$28.7M |
+$28.9M |
IVV, DGRO, MGK, AGG, ESGU
|
13F-HR |
8/13/2020, 01:31 PM |
Q1 2020 |
262 |
$163M |
+$24.6M |
-$35.1M |
-$10.5M |
IVV, DGRO, AGG, MGV, MGK
|
13F-HR |
5/12/2020, 03:52 PM |
Q4 2019 |
272 |
$205M |
+$18.4M |
-$11.1M |
+$7.31M |
IVV, DGRO, PWS, PTLC, AGG
|
13F-HR |
2/13/2020, 01:16 PM |
Q3 2019 |
258 |
$189M |
+$32.2M |
-$17.2M |
+$15M |
IVV, DGRO, PWS, AGG, PTLC
|
13F-HR |
11/13/2019, 12:29 PM |
Q2 2019 |
222 |
$172M |
+$27.2M |
-$38.1M |
-$11M |
PWS, IVV, DGRO, AGG, MGV
|
13F-HR |
8/12/2019, 03:35 PM |
Q1 2019 |
263 |
$179M |
+$35.7M |
-$14.3M |
+$21.4M |
PWS, DGRO, IVV, PTLC, MGV
|
13F-HR |
5/14/2019, 01:27 PM |
Q4 2018 |
240 |
$147M |
+$24M |
-$35.7M |
-$11.7M |
PWS, PTLC, IVV, MGV, DGRO
|
13F-HR |
2/14/2019, 10:32 AM |
Q3 2018 |
257 |
$175M |
+$20M |
-$8.83M |
+$11.1M |
PWS, AGG, IEI, MGV, DGRO
|
13F-HR |
11/5/2018, 04:19 PM |
Q2 2018 |
243 |
$158M |
+$23.3M |
-$25.2M |
-$1.83M |
PWS, AGG, MGV, DGRO, VIG
|
13F-HR |
8/2/2018, 03:40 PM |
Q1 2018 |
235 |
$158M |
+$21.5M |
-$26M |
-$4.58M |
PWS, JNK, MGV, VIG, DGRO
|
13F-HR |
5/11/2018, 10:26 AM |
Q4 2017 |
219 |
$164M |
$0 |
$0 |
|
PWS, JNK, MGV, VIG, RSP
|
Restatement |
4/18/2018, 02:25 PM |