Q3 2024 |
909 |
$7.01B |
+$212M |
-$263M |
-$50.8M |
VTI, SCHX, ITOT, AAPL, SPY
|
13F-HR |
11/5/2024, 11:48 AM |
Q2 2024 |
911 |
$6.75B |
+$704M |
-$1.12B |
-$420M |
VTI, SCHX, SPY, ITOT, GOVT
|
13F-HR |
8/8/2024, 08:23 PM |
Q1 2024 |
992 |
$7.16B |
+$580M |
-$472M |
+$108M |
VTI, QQQ, SCHX, ITOT, SPY
|
13F-HR |
5/14/2024, 05:40 PM |
Q4 2023 |
947 |
$6.63B |
+$1.66B |
-$392M |
+$1.27B |
VTI, QQQ, GOVT, SPY, AAPL
|
13F-HR |
1/24/2024, 05:25 PM |
Q3 2023 |
752 |
$4.88B |
+$468M |
-$466M |
+$1.99M |
VTI, SPY, SCHX, QQQ, IEF
|
13F-HR |
11/9/2023, 09:14 AM |
Q2 2023 |
764 |
$5.07B |
+$2.62B |
-$128M |
+$2.5B |
VTI, SPY, AAPL, SCHX, QQQ
|
13F-HR |
8/8/2023, 02:00 PM |
Q1 2023 |
547 |
$2.43B |
+$378M |
-$733M |
-$354M |
SCHX, QQQ, SCHM, AAPL, SCHF
|
13F-HR |
5/5/2023, 10:13 AM |
Q4 2022 |
521 |
$2.63B |
+$831M |
-$65M |
+$766M |
SCHX, QQQ, SCHM, DVY, SCHF
|
13F-HR |
2/8/2023, 10:57 AM |
Q3 2022 |
399 |
$1.74B |
+$319M |
-$144M |
+$175M |
QQQ, SCHX, SCHM, DVY, SCHF
|
13F-HR |
11/8/2022, 09:33 AM |
Q2 2022 |
380 |
$1.67B |
+$415M |
-$155M |
+$260M |
SCHX, QQQ, DVY, SCHM, SCHF
|
13F-HR |
8/12/2022, 11:20 AM |
Q1 2022 |
340 |
$1.39B |
+$17.8K |
-$61.3M |
-$61.3M |
QQQ, SCHM, SCHF, ITOT, AGG
|
13F-HR |
5/9/2022, 10:53 AM |
Q4 2021 |
340 |
$1.87B |
+$298M |
-$136M |
+$162M |
QQQ, SCHX, SCHM, SCHF, ITOT
|
13F-HR |
2/7/2022, 04:56 PM |
Q3 2021 |
296 |
$1.6B |
+$235M |
-$315M |
-$80.4M |
QQQ, SCHX, SCHM, SCHF, AGG
|
13F-HR |
11/9/2021, 04:52 PM |
Q2 2021 |
378 |
$1.72B |
+$335M |
-$88.7M |
+$246M |
SCHX, QQQ, SCHM, SCHF, AGG
|
13F-HR |
8/12/2021, 05:21 PM |
Q1 2021 |
457 |
$1.38B |
+$149M |
-$143M |
+$6.47M |
SCHX, SCHM, QQQ, SCHF, AGG
|
13F-HR |
5/7/2021, 10:32 AM |
Q4 2020 |
452 |
$1.29B |
+$194M |
-$242M |
-$48.6M |
SCHX, QQQ, SCHM, AGG, SCHF
|
13F-HR |
2/3/2021, 03:37 PM |
Q3 2020 |
449 |
$1.19B |
+$180M |
-$131M |
+$48.3M |
SCHX, QQQ, AGG, SCHM, ITOT
|
13F-HR |
11/6/2020, 12:48 PM |
Q2 2020 |
455 |
$1.06B |
+$206M |
-$153M |
+$53M |
SCHX, QQQ, SCHM, AGG, ITOT
|
13F-HR |
7/17/2020, 04:37 PM |
Q1 2020 |
472 |
$843M |
+$233M |
-$97.7M |
+$135M |
QQQ, SCHX, SCHM, AGG, ITOT
|
13F-HR |
5/4/2020, 10:21 AM |
Q4 2019 |
569 |
$861M |
+$323M |
-$144M |
+$179M |
SCHX, SCHM, ITOT, SCHF, QQQ
|
13F-HR |
2/4/2020, 09:47 AM |
Q3 2019 |
606 |
$635M |
+$187M |
-$90.2M |
+$96.6M |
ITOT, AGG, QQQ, SCHF, SCHV
|
13F-HR |
11/5/2019, 02:03 PM |
Q2 2019 |
345 |
$548M |
+$263M |
-$65.6M |
+$197M |
ITOT, AGG, SCHF, IXUS, SCHV
|
13F-HR |
8/6/2019, 02:40 PM |
Q1 2019 |
304 |
$343M |
+$108M |
-$76.1M |
+$31.8M |
ITOT, AGG, IXUS, AMZN, INTC
|
13F-HR |
4/16/2019, 02:46 PM |
Q4 2018 |
351 |
$273M |
+$96.5M |
-$92.2M |
+$4.25M |
ITOT, AGG, IXUS, AMZN, IAGG
|
13F-HR |
2/11/2019, 05:03 PM |
Q3 2018 |
252 |
$315M |
+$128M |
-$62.3M |
+$65.3M |
ITOT, AGG, GSG, IXUS, FSLR
|
13F-HR |
11/13/2018, 11:32 AM |
Q2 2018 |
354 |
$234M |
+$122M |
-$31.8M |
+$90.3M |
ITOT, BAC, GLD, AGG, URI
|
13F-HR |
8/14/2018, 03:02 PM |
Q1 2018 |
234 |
$141M |
+$44.5M |
-$31.2M |
+$13.3M |
ITOT, DVY, QQQ, MSFT, SCHW
|
13F-HR |
5/1/2018, 02:49 PM |
Q4 2017 |
243 |
$130M |
$0 |
$0 |
|
ITOT, AAPL, URI, PFF, DVY
|
13F-HR |
2/14/2018, 01:04 PM |