Q3 2024 |
188 |
$676M |
+$48.4M |
-$35M |
+$13.4M |
IVV, OEF, AVUV, JEPI, RDVY
|
13F-HR |
10/30/2024, 04:36 PM |
Q2 2024 |
171 |
$634M |
+$38.6M |
-$39.5M |
-$893K |
IVV, OEF, AVUV, JEPI, RDVY
|
13F-HR |
7/19/2024, 04:22 PM |
Q1 2024 |
173 |
$627M |
+$87.1M |
-$47.3M |
+$39.8M |
IVV, OEF, JEPI, AVUV, RDVY
|
13F-HR |
5/7/2024, 11:17 AM |
Q4 2023 |
167 |
$558M |
+$51.7M |
-$20.6M |
+$31.2M |
IVV, OEF, JEPI, NOBL, RDVY
|
13F-HR |
2/9/2024, 10:59 AM |
Q3 2023 |
161 |
$485M |
+$50.5M |
-$41.1M |
+$9.4M |
IVV, JEPI, OEF, FTGC, NOBL
|
13F-HR |
11/13/2023, 11:04 AM |
Q2 2023 |
158 |
$493M |
+$57.1M |
-$42.2M |
+$14.9M |
IVV, JEPI, FTGC, NOBL, OEF
|
13F-HR |
8/8/2023, 09:53 AM |
Q1 2023 |
165 |
$450M |
+$7.88M |
-$5.91M |
+$1.97M |
IVV, JEPI, FTGC, NOBL, AAPL
|
13F-HR |
5/12/2023, 12:01 PM |
Q4 2022 |
165 |
$444M |
+$92.4M |
-$67.3M |
+$25M |
IVV, JEPI, FTGC, NOBL, RDVY
|
13F-HR |
2/14/2023, 01:40 PM |
Q3 2022 |
143 |
$380M |
+$52.8M |
-$43.7M |
+$9.13M |
IVV, DBC, RDVY, FTGC, NOBL
|
13F-HR |
11/14/2022, 10:48 AM |
Q2 2022 |
148 |
$399M |
+$35.6M |
-$26.2M |
+$9.44M |
IVV, ITOT, DBC, RDVY, NOBL
|
13F-HR |
8/11/2022, 06:39 PM |
Q1 2022 |
161 |
$462M |
+$59.3M |
-$59.4M |
-$99.4K |
ITOT, IVV, RDVY, DBC, AAPL
|
13F-HR |
4/29/2022, 05:17 PM |
Q4 2021 |
158 |
$457M |
+$65.5M |
-$39.3M |
+$26.2M |
IVV, ITOT, RDVY, AAPL, IEFA
|
13F-HR |
2/10/2022, 04:50 PM |
Q3 2021 |
155 |
$424M |
+$57.4M |
-$8.6M |
+$48.8M |
IVV, ITOT, RDVY, IEFA, AAPL
|
13F-HR |
11/4/2021, 07:57 PM |
Q2 2021 |
147 |
$388M |
+$52.8M |
-$38.5M |
+$14.3M |
IVV, ITOT, RDVY, IEFA, NOBL
|
13F-HR |
8/13/2021, 05:15 PM |
Q1 2021 |
140 |
$353M |
+$29.3M |
-$11.4M |
+$17.8M |
IVV, ITOT, IEFA, HYG, NOBL
|
13F-HR |
5/4/2021, 04:22 PM |
Q4 2020 |
126 |
$331M |
+$37.4M |
-$30.5M |
+$6.92M |
IVV, ITOT, IEFA, HYG, IGIB
|
13F-HR |
2/12/2021, 06:40 PM |
Q3 2020 |
116 |
$291M |
+$36.6M |
-$7.72M |
+$28.9M |
IVV, ITOT, HYG, IEFA, AAPL
|
13F-HR |
11/12/2020, 07:23 PM |
Q2 2020 |
100 |
$256M |
+$70.6M |
-$18M |
+$52.5M |
IVV, ITOT, IEFA, HYG, USMV
|
Restatement |
8/7/2020, 06:29 PM |
Q1 2020 |
68 |
$161M |
+$42.5M |
-$81.7M |
-$39.2M |
IEFA, IVV, ITOT, USMV, IEMG
|
13F-HR |
5/14/2020, 04:50 PM |
Q4 2019 |
82 |
$257M |
+$25.1M |
-$10.1M |
+$15M |
IVV, IEFA, ITOT, IEMG, GOVT
|
13F-HR |
2/10/2020, 03:07 PM |
Q3 2019 |
80 |
$225M |
+$40M |
-$28.5M |
+$11.5M |
IVV, IEFA, ITOT, IEMG, GOVT
|
13F-HR |
11/12/2019, 04:04 PM |
Q2 2019 |
76 |
$213M |
+$70.4M |
-$47.1M |
+$23.3M |
IVV, IEFA, ITOT, IEMG, IJH
|
13F-HR |
8/15/2019, 12:15 PM |
Q1 2019 |
75 |
$185M |
+$21.7M |
-$9.15M |
+$12.5M |
IJR, IUSG, DGRO, IEMG, IJH
|
13F-HR |
5/6/2019, 05:42 PM |
Q4 2018 |
1 |
$7.21M |
$0 |
$0 |
|
IJH
|
New Holdings |
2/14/2019, 03:20 PM |
Q4 2018 |
73 |
$154M |
+$51.9M |
-$29.7M |
+$22.2M |
IJR, DGRO, IUSG, FHLC, IEMG
|
13F-HR |
2/14/2019, 11:49 AM |
Q3 2018 |
75 |
$153M |
+$23M |
-$12.4M |
+$10.6M |
IJH, IUSG, IJR, IJT, DGRO
|
13F-HR |
11/2/2018, 02:04 PM |
Q2 2018 |
78 |
$136M |
+$17.1M |
-$15.2M |
+$1.94M |
IJH, IUSG, IJR, DGRO, PFF
|
13F-HR |
8/3/2018, 04:38 PM |
Q1 2018 |
76 |
$125M |
+$13.1M |
-$11M |
+$2.1M |
IJH, IUSG, DGRO, IJR, PFF
|
13F-HR |
5/10/2018, 05:41 PM |
Q4 2017 |
77 |
$127M |
$0 |
$0 |
|
IJH, IUSG, IJR, DGRO, USMV
|
13F-HR |
2/14/2018, 06:14 PM |