Q4 2022 |
186 |
$476M |
+$65.5M |
-$97.9M |
-$32.4M |
AGG, VBR, IUSV, VIOV, SHYG
|
13F-HR |
2/14/2023, 05:17 PM |
Q3 2022 |
180 |
$479M |
+$36.6M |
-$96.3M |
-$59.7M |
SHYG, LQDH, IEFA, VBR, VIOV
|
13F-HR |
10/26/2022, 09:54 AM |
Q2 2022 |
190 |
$572M |
+$162M |
-$183M |
-$21.5M |
IEFA, LQDH, AHHX, SHYG, KLCD
|
13F-HR |
8/2/2022, 08:50 PM |
Q1 2022 |
217 |
$681M |
+$106M |
-$226M |
-$120M |
AGG, IEFA, KLCD, AHHX, PTBD
|
13F-HR |
5/11/2022, 06:58 PM |
Q4 2021 |
234 |
$856M |
+$136M |
-$79.8M |
+$56.1M |
AGG, PTBD, AHHX, KLCD, IEFA
|
13F-HR |
2/3/2022, 09:45 PM |
Q3 2021 |
233 |
$764M |
+$50.5M |
-$91.4M |
-$41M |
PTBD, AGG, KLCD, AGOX, IEFA
|
13F-HR |
11/12/2021, 10:45 AM |
Q2 2021 |
229 |
$820M |
+$145M |
-$53.3M |
+$92M |
PTBD, AGG, KLCD, KDFI, AGOX
|
13F-HR |
8/9/2021, 09:54 PM |
Q1 2021 |
239 |
$701M |
+$98.9M |
-$124M |
-$25.1M |
AGG, PTBD, KLCD, KDFI, IEFA
|
13F-HR |
4/22/2021, 08:47 PM |
Q4 2020 |
220 |
$705M |
+$102M |
-$79.9M |
+$22.5M |
AGG, PTBD, KDFI, KLCD, IEFA
|
13F-HR |
2/12/2021, 05:08 PM |
Q3 2020 |
445 |
$619M |
+$108M |
-$65.1M |
+$43.1M |
AGG, IUSG, KLCD, IEFA, PTBD
|
13F-HR |
11/13/2020, 10:59 AM |
Q2 2020 |
168 |
$542M |
+$68.9M |
-$41.5M |
+$27.4M |
IUSG, AGG, KLCD, IEFA, SPLV
|
13F-HR |
8/10/2020, 10:20 AM |
Q1 2020 |
135 |
$460M |
+$129M |
-$111M |
+$18.1M |
AGG, KLCD, IUSG, IEFA, SPLV
|
13F-HR |
4/16/2020, 11:45 AM |
Q4 2019 |
153 |
$528M |
+$89.1M |
-$20.2M |
+$69M |
KLCD, AGG, IUSG, IEFA, KSCD
|
13F-HR |
1/10/2020, 06:49 PM |
Q3 2019 |
139 |
$437M |
+$70.2M |
-$172M |
-$102M |
KLCD, AGG, IUSG, KSCD, IEFA
|
13F-HR |
11/8/2019, 02:28 PM |
Q2 2019 |
208 |
$533M |
+$91.1M |
-$31.2M |
+$59.9M |
AGG, IUSG, DGRO, PWS, SPLV
|
13F-HR |
8/2/2019, 05:05 PM |
Q1 2019 |
209 |
$462M |
+$144M |
-$49.1M |
+$94.9M |
IUSG, DGRO, AGG, IEFA, PWS
|
13F-HR |
5/6/2019, 02:05 PM |
Q4 2018 |
161 |
$335M |
+$278M |
-$4.43M |
+$273M |
AGG, PWS, IUSG, DGRO, IEFA
|
13F-HR |
2/8/2019, 05:06 PM |
Q3 2018 |
78 |
$73.4M |
+$15.5M |
-$87.1M |
-$71.6M |
MTUM, IVV, TQQQ, CIM, PFL
|
13F-HR |
11/13/2018, 04:34 PM |
Q2 2018 |
103 |
$140M |
+$32.1M |
-$24.3M |
+$7.82M |
VTI, AGG, IUSG, IEFA, DGRO
|
13F-HR |
8/14/2018, 10:18 AM |
Q1 2018 |
106 |
$131M |
$0 |
$0 |
|
VTI, DVY, IEFA, DVYE, AGG
|
13F-HR |
4/23/2018, 04:30 PM |