Q3 2024 |
157 |
$293M |
+$10.7M |
-$6.85M |
+$3.86M |
AGG, MSFT, AAPL, VCSH, XLK
|
13F-HR |
11/7/2024, 03:49 PM |
Q2 2024 |
155 |
$276M |
+$13.7M |
-$9.79M |
+$3.95M |
MSFT, AGG, AAPL, VCSH, XLK
|
13F-HR |
8/13/2024, 04:48 PM |
Q1 2024 |
151 |
$274M |
+$6.75M |
-$9.47M |
-$2.72M |
AGG, MSFT, VCSH, AAPL, XLK
|
13F-HR |
5/7/2024, 10:57 AM |
Q4 2023 |
151 |
$259M |
+$6.28M |
-$8.86M |
-$2.58M |
AGG, MSFT, AAPL, VCSH, XLK
|
13F-HR |
2/12/2024, 03:39 PM |
Q3 2023 |
148 |
$240M |
+$2.91M |
-$7.64M |
-$4.73M |
AGG, MSFT, VCSH, AAPL, XLK
|
13F-HR |
11/16/2023, 11:10 AM |
Q2 2023 |
154 |
$254M |
+$7.73M |
-$6.28M |
+$1.44M |
AGG, MSFT, AAPL, VCSH, XLK
|
13F-HR |
8/1/2023, 03:16 PM |
Q1 2023 |
155 |
$240M |
+$5.22M |
-$5.99M |
-$772K |
AGG, MSFT, VCSH, AAPL, SCHF
|
13F-HR |
4/25/2023, 03:03 PM |
Q4 2022 |
154 |
$228M |
+$8.18M |
-$14.1M |
-$5.96M |
AGG, VCSH, MSFT, AAPL, LQD
|
13F-HR |
2/23/2023, 09:20 AM |
Q3 2022 |
159 |
$219M |
+$18.9M |
-$17.2M |
+$1.62M |
AGG, VCSH, MSFT, AAPL, LQD
|
13F-HR |
10/28/2022, 01:24 PM |
Q2 2022 |
164 |
$234M |
+$11.2M |
-$16.2M |
-$5.03M |
AGG, LQD, VCSH, MSFT, AAPL
|
13F-HR |
7/21/2022, 09:42 AM |
Q1 2022 |
185 |
$275M |
+$12.2M |
-$11.4M |
+$768K |
AGG, LQD, MSFT, AAPL, SCHF
|
13F-HR |
4/19/2022, 03:33 PM |
Q4 2021 |
195 |
$297M |
+$9.32M |
-$11.5M |
-$2.23M |
AGG, LQD, MSFT, AAPL, SCHF
|
13F-HR |
2/3/2022, 11:27 AM |
Q3 2021 |
201 |
$280M |
+$6.14M |
-$32.6M |
-$26.5M |
AGG, LQD, MSFT, SCHF, SPMB
|
13F-HR |
10/26/2021, 03:36 PM |
Q2 2021 |
221 |
$308M |
+$14.6M |
-$21.9M |
-$7.26M |
AGG, LQD, MSFT, SCHF, SPMB
|
13F-HR |
7/29/2021, 02:21 PM |
Q1 2021 |
218 |
$299M |
+$19M |
-$23.2M |
-$4.2M |
AGG, LQD, MSFT, SPMB, SCHF
|
13F-HR |
4/26/2021, 03:17 PM |
Q4 2020 |
206 |
$294M |
+$17.3M |
-$11.5M |
+$5.79M |
AGG, LQD, SPMB, MSFT, SCHF
|
13F-HR |
2/5/2021, 08:39 AM |
Q3 2020 |
189 |
$268M |
+$18.1M |
-$10.2M |
+$7.96M |
AGG, LQD, MSFT, SPMB, SCHF
|
13F-HR |
11/12/2020, 10:25 AM |
Q2 2020 |
186 |
$251M |
+$16.2M |
-$12.7M |
+$3.45M |
AGG, LQD, MSFT, SPMB, SCHF
|
13F-HR |
8/11/2020, 04:11 PM |
Q1 2020 |
173 |
$216M |
+$8.09M |
-$12.4M |
-$4.29M |
AGG, LQD, SPMB, BNDX, SCHF
|
13F-HR |
4/29/2020, 10:04 AM |
Q4 2019 |
188 |
$259M |
+$17.5M |
-$15.4M |
+$2.05M |
LQD, AGG, SCHF, SPMB, HYG
|
13F-HR |
1/29/2020, 02:16 PM |
Q3 2019 |
179 |
$245M |
+$15.5M |
-$12.3M |
+$3.23M |
LQD, AGG, SPMB, SCHF, BNDX
|
13F-HR |
10/25/2019, 11:46 AM |
Q2 2019 |
179 |
$239M |
+$22.9M |
-$18.6M |
+$4.32M |
LQD, AGG, SPMB, SCHF, HYG
|
13F-HR |
8/1/2019, 11:02 AM |
Q1 2019 |
181 |
$227M |
+$22M |
-$16.4M |
+$5.66M |
AGG, LQD, SPMB, SCHF, HYG
|
13F-HR |
4/17/2019, 11:32 AM |
Q4 2018 |
178 |
$202M |
+$18.5M |
-$16.7M |
+$1.73M |
AGG, LQD, SPMB, SCHF, HYG
|
13F-HR |
2/6/2019, 10:06 AM |
Q3 2018 |
189 |
$225M |
+$15.2M |
-$17.3M |
-$2.1M |
AGG, LQD, SCHF, SPMB, IWV
|
13F-HR |
11/14/2018, 12:53 PM |
Q2 2018 |
182 |
$217M |
+$15.7M |
-$17.2M |
-$1.46M |
AGG, LQD, SPMB, SCHF, IWV
|
13F-HR |
8/7/2018, 04:11 PM |
Q1 2018 |
178 |
$217M |
$0 |
$0 |
|
LQD, AGG, SPMB, SCHF, IWV
|
13F-HR |
6/4/2018, 08:41 AM |