Q3 2024 |
|
|
|
|
|
|
13F-NT |
11/8/2024, 09:40 AM |
Q2 2024 |
|
|
|
|
|
|
13F-NT |
8/12/2024, 01:25 PM |
Q1 2024 |
|
|
|
|
|
|
13F-NT |
5/10/2024, 03:49 PM |
Q4 2023 |
0 |
$0 |
|
|
|
|
13F-NT |
2/12/2024, 01:10 PM |
Q3 2023 |
0 |
|
|
|
|
|
13F-NT |
11/14/2023, 09:36 AM |
Q2 2023 |
0 |
|
|
|
|
|
13F-NT |
8/11/2023, 07:48 AM |
Q1 2023 |
0 |
|
|
|
|
|
13F-NT |
5/11/2023, 10:26 AM |
Q4 2022 |
0 |
|
|
|
|
|
13F-NT |
2/13/2023, 12:39 PM |
Q3 2022 |
580 |
$3.58B |
+$1.02B |
-$808M |
+$216M |
IVV, ESGU, SPLG, EFV, EFG
|
13F-HR |
11/14/2022, 01:08 PM |
Q2 2022 |
540 |
$3.57B |
+$1.33B |
-$1.53B |
-$193M |
ESGU, IVV, SPLG, EFV, EFG
|
13F-HR |
8/12/2022, 10:24 AM |
Q1 2022 |
516 |
$4.22B |
+$966M |
-$471M |
+$495M |
ESGU, IVV, SPLG, IUSB, EFV
|
13F-HR |
5/11/2022, 11:40 AM |
Q4 2021 |
483 |
$3.92B |
+$664M |
-$237M |
+$427M |
ESGU, EFV, IVV, SPLG, EFG
|
13F-HR |
2/9/2022, 09:33 AM |
Q3 2021 |
475 |
$3.35B |
+$864M |
-$289M |
+$575M |
ESGU, EFV, SPLG, EFG, IVV
|
13F-HR |
11/9/2021, 03:07 PM |
Q2 2021 |
398 |
$2.82B |
+$816M |
-$79.1M |
+$737M |
ESGU, EFV, GOVT, SPLG, IVV
|
13F-HR |
8/12/2021, 05:32 PM |
Q1 2021 |
299 |
$1.99B |
+$760M |
-$154M |
+$606M |
ESGU, EFV, IVV, GOVT, SPLG
|
13F-HR |
5/3/2021, 03:23 PM |
Q4 2020 |
242 |
$1.34B |
+$356M |
-$218M |
+$138M |
ESGU, IVV, EFG, SPLG, GOVT
|
13F-HR |
2/16/2021, 11:16 AM |
Q3 2020 |
270 |
$1.11B |
+$470M |
-$60M |
+$410M |
IVV, ESGU, EFG, GOVT, LQD
|
13F-HR |
10/29/2020, 05:19 PM |
Q2 2020 |
206 |
$664M |
+$317M |
-$24.8M |
+$292M |
SCHO, IVV, ESGU, EFG, GOVT
|
13F-HR |
8/13/2020, 10:31 AM |
Q1 2020 |
161 |
$347M |
+$207M |
-$67.6M |
+$139M |
SCHO, IVV, SCHR, SUSL, EFG
|
13F-HR |
4/30/2020, 07:12 PM |
Q4 2019 |
138 |
$234M |
+$75.9M |
-$54.8M |
+$21.1M |
SCHX, IVV, SCHR, SCHF, IEFA
|
13F-HR |
1/14/2020, 04:49 PM |
Q3 2019 |
123 |
$205M |
+$43.2M |
-$16.9M |
+$26.4M |
BIL, SCHO, IVV, SCHR, SHV
|
13F-HR |
1/10/2020, 01:55 PM |
Q2 2019 |
112 |
$178M |
+$68.5M |
-$19.9M |
+$48.6M |
BIL, SCHO, IVV, SCHX, SCHR
|
13F-HR |
1/10/2020, 01:53 PM |
Q1 2019 |
83 |
$126M |
+$41.5M |
-$21.6M |
+$19.9M |
IVV, SCHX, SCHF, SCHR, SPTM
|
13F-HR |
1/10/2020, 01:51 PM |
Q4 2018 |
55 |
$99.6M |
$0 |
$0 |
|
SCHO, IVV, SCHR, BIL, SCHX
|
13F-HR |
1/10/2020, 01:46 PM |