Q3 2024 |
113 |
$666M |
+$15.5M |
-$32.3M |
-$16.8M |
SPY, BND, IJH, NFRA, IEFA
|
13F-HR |
11/4/2024, 04:38 PM |
Q2 2024 |
112 |
$645M |
+$15.1M |
-$32.3M |
-$17.2M |
SPY, BND, IJH, IEFA, NFRA
|
13F-HR |
7/22/2024, 04:21 PM |
Q1 2024 |
122 |
$662M |
+$113M |
-$38.1M |
+$75.4M |
SPY, BND, IJH, IEFA, NFRA
|
13F-HR |
4/18/2024, 08:27 AM |
Q4 2023 |
118 |
$601M |
+$32.6M |
-$107M |
-$74.3M |
SPY, BND, IJH, IEFA, NFRA
|
13F-HR |
1/16/2024, 04:46 PM |
Q3 2023 |
111 |
$627M |
+$37.3M |
-$21M |
+$16.3M |
SPY, BND, IJH, MUB, IEFA
|
13F-HR |
10/31/2023, 03:34 PM |
Q2 2023 |
115 |
$634M |
+$54.4M |
-$31.5M |
+$23M |
SPY, BND, MUB, IJH, IEFA
|
13F-HR |
7/28/2023, 02:24 PM |
Q1 2023 |
104 |
$598M |
+$55.4M |
-$33.3M |
+$22M |
SPY, BND, MUB, IJH, IEFA
|
13F-HR |
5/9/2023, 03:37 PM |
Q4 2022 |
59 |
$557M |
+$33.1M |
-$16.6M |
+$16.5M |
SPY, BND, IJH, MUB, CCOR
|
13F-HR |
2/1/2023, 04:12 PM |
Q3 2022 |
57 |
$512M |
+$68.9M |
-$27.9M |
+$41M |
SPY, BND, IJH, MUB, CCOR
|
13F-HR |
10/21/2022, 07:39 PM |
Q2 2022 |
53 |
$500M |
+$49.6M |
-$35.6M |
+$14M |
SPY, BND, IJH, MUB, NFRA
|
13F-HR |
7/14/2022, 06:16 PM |
Q1 2022 |
51 |
$547M |
+$27M |
-$16.9M |
+$10.1M |
SPY, IJH, BND, MUB, IEFA
|
13F-HR |
4/8/2022, 06:09 PM |
Q4 2021 |
51 |
$564M |
+$31.3M |
-$6.14M |
+$25.2M |
SPY, IJH, BND, MUB, IEFA
|
13F-HR |
1/18/2022, 07:24 PM |
Q3 2021 |
48 |
$521M |
+$17.7M |
-$3.94M |
+$13.8M |
SPY, BND, IJH, MUB, IEFA
|
13F-HR |
10/20/2021, 08:46 PM |
Q2 2021 |
47 |
$512M |
+$9.8M |
-$26.7M |
-$16.9M |
SPY, IJH, BND, MUB, IEFA
|
13F-HR |
7/13/2021, 04:07 PM |
Q1 2021 |
53 |
$507M |
+$21.7M |
-$25.2M |
-$3.51M |
SPY, IJH, BND, MUB, IEFA
|
13F-HR |
4/12/2021, 07:45 PM |
Q4 2020 |
51 |
$490M |
+$48.4M |
-$55.3M |
-$6.9M |
SPY, BND, IJH, MUB, IEFA
|
13F-HR |
1/11/2021, 08:26 PM |
Q3 2020 |
53 |
$454M |
+$40.7M |
-$23.9M |
+$16.9M |
SPY, BND, IEFA, MUB, IJH
|
13F-HR |
10/6/2020, 12:52 PM |
Q2 2020 |
56 |
$424M |
+$39.7M |
-$18.1M |
+$21.6M |
SPY, BND, IEFA, MUB, IJH
|
13F-HR |
8/14/2020, 02:05 PM |
Q1 2020 |
56 |
$361M |
+$15.1M |
-$186M |
-$171M |
SPY, BND, MUB, IEFA, IJH
|
13F-HR |
5/15/2020, 01:41 PM |
Q4 2019 |
69 |
$626M |
+$133M |
-$373M |
-$240M |
SPY, BND, IJH, IEFA, IVV
|
13F-HR |
2/11/2020, 04:04 PM |
Q3 2019 |
30 |
$829M |
+$93.7M |
-$218M |
-$124M |
SPY, BND, IJH, IEFA, EFA
|
13F-HR |
11/15/2019, 05:53 PM |
Q2 2019 |
64 |
$934M |
$0 |
$0 |
|
SPY, BND, IJH, IEFA, IEMG
|
13F-HR |
8/15/2019, 09:24 PM |
Q1 2019 |
64 |
$934M |
+$588M |
-$1.56M |
+$586M |
SPY, BND, IJH, IEFA, IEMG
|
13F-HR |
5/15/2019, 06:01 PM |
Q4 2018 |
54 |
$322M |
+$48.2M |
-$29.7M |
+$18.4M |
SPY, BND, IEFA, SHM, IJH
|
13F-HR |
2/14/2019, 05:19 PM |
Q3 2018 |
51 |
$332M |
+$20.4M |
-$7.93M |
+$12.5M |
SPY, IEFA, BND, IJH, SHM
|
13F-HR |
11/15/2018, 03:52 PM |
Q2 2018 |
51 |
$313M |
+$39M |
-$16.6M |
+$22.5M |
SPY, IEFA, BND, MUB, IJH
|
13F-HR |
8/15/2018, 01:30 PM |
Q1 2018 |
45 |
$288M |
+$20.8M |
-$6.2M |
+$14.7M |
SPY, IEFA, BND, MUB, IJH
|
13F-HR |
5/16/2018, 03:18 PM |
Q4 2017 |
44 |
$277M |
$0 |
$0 |
|
SPY, IEFA, BND, IJH, MUB
|
13F-HR |
2/15/2018, 05:49 PM |