Q3 2023 |
157 |
$546M |
+$19M |
-$19.8M |
-$881K |
IUSV, IUSG, IWS, LLY, COWZ
|
13F-HR |
10/24/2023, 11:55 AM |
Q2 2023 |
165 |
$557M |
+$43.6M |
-$27.6M |
+$16M |
IUSV, IUSG, IWS, LLY, VTEB
|
13F-HR |
7/12/2023, 11:51 AM |
Q1 2023 |
162 |
$516M |
+$45.1M |
-$20.3M |
+$24.8M |
IUSV, IWS, IUSG, SCHD, LLY
|
13F-HR |
4/19/2023, 10:59 AM |
Q4 2022 |
161 |
$484M |
+$79.1M |
-$26.4M |
+$52.7M |
IUSV, IWS, IUSG, SCHD, LLY
|
13F-HR |
2/1/2023, 06:41 PM |
Q3 2022 |
150 |
$401M |
+$34.8M |
-$11.7M |
+$23.1M |
IWS, IUSV, VTEB, SCHD, ICSH
|
13F-HR |
11/7/2022, 10:18 AM |
Q2 2022 |
153 |
$391M |
+$94.8M |
-$186M |
-$90.8M |
IWS, IUSV, ICSH, SCHD, VTEB
|
13F-HR |
8/8/2022, 01:11 PM |
Q1 2022 |
231 |
$539M |
+$56.8M |
-$33.2M |
+$23.6M |
IWS, IUSV, IJR, IWN, SCHD
|
13F-HR |
5/4/2022, 11:33 AM |
Q4 2021 |
235 |
$545M |
+$66.4M |
-$33.3M |
+$33.1M |
IWS, IUSV, IJR, IUSG, IWN
|
13F-HR |
1/21/2022, 11:01 AM |
Q3 2021 |
224 |
$478M |
+$29.1M |
-$20.1M |
+$8.93M |
IWS, IUSV, IJR, IUSG, BSV
|
13F-HR |
10/12/2021, 01:37 PM |
Q2 2021 |
213 |
$463M |
+$40.7M |
-$19.6M |
+$21.1M |
IWS, IJR, IUSV, BSV, IUSG
|
13F-HR |
7/26/2021, 11:59 AM |
Q1 2021 |
198 |
$420M |
+$39.3M |
-$35.9M |
+$3.35M |
IWS, IJR, IUSV, BSV, IVV
|
13F-HR |
5/12/2021, 10:42 AM |
Q4 2020 |
190 |
$392M |
+$23.4M |
-$7.34M |
+$16M |
IWS, SUB, IJR, IUSV, IVV
|
13F-HR |
2/9/2021, 11:48 AM |
Q3 2020 |
186 |
$337M |
+$36M |
-$21.9M |
+$14M |
IWS, SUB, IUSV, IJR, IVV
|
13F-HR |
11/6/2020, 08:18 AM |
Q2 2020 |
186 |
$314M |
+$42M |
-$12.5M |
+$29.5M |
IWS, IUSV, IJR, SUB, IUSG
|
13F-HR |
7/6/2020, 10:39 AM |
Q1 2020 |
176 |
$248M |
+$44.1M |
-$20.5M |
+$23.6M |
IWS, SUB, ISTB, LLY, IVV
|
13F-HR |
4/13/2020, 08:50 AM |
Q4 2019 |
185 |
$272M |
+$34M |
-$15.8M |
+$18.2M |
IWS, AAPL, SUB, GBIL, ISTB
|
13F-HR |
1/7/2020, 10:00 AM |
Q3 2019 |
175 |
$229M |
+$28.4M |
-$21.3M |
+$7.13M |
IWS, AAPL, GBIL, ISTB, LLY
|
13F-HR |
10/21/2019, 09:29 AM |
Q2 2019 |
175 |
$228M |
+$46.5M |
-$2.08M |
+$44.5M |
IWS, AAPL, GBIL, LLY, IVV
|
13F-HR |
7/15/2019, 11:29 AM |
Q1 2019 |
152 |
$177M |
+$18.5M |
-$3.91M |
+$14.6M |
IWS, GBIL, IWN, IVV, LLY
|
13F-HR |
4/9/2019, 11:52 AM |
Q4 2018 |
130 |
$145M |
+$18.3M |
-$5.73M |
+$12.6M |
IWS, GBIL, LLY, IWN, IXUS
|
13F-HR |
1/15/2019, 04:26 PM |
Q3 2018 |
133 |
$153M |
+$22.8M |
-$4.23M |
+$18.5M |
IWS, GBIL, IWN, LLY, IWM
|
13F-HR |
10/5/2018, 10:31 AM |
Q2 2018 |
123 |
$128M |
+$13.7M |
-$4.87M |
+$8.78M |
IWS, IWN, CLMT, LLY, IVE
|
13F-HR |
7/31/2018, 02:16 PM |
Q1 2018 |
118 |
$118M |
+$10.2M |
-$5.61M |
+$4.54M |
IWS, IWN, CLMT, HCCI, IVE
|
13F-HR |
5/9/2018, 10:41 AM |
Q4 2017 |
119 |
$116M |
$0 |
$0 |
|
IWS, IWN, CLMT, LLY, IVE
|
13F-HR |
3/1/2018, 10:33 AM |