Q3 2024 |
129 |
$285M |
+$11.1M |
-$15.6M |
-$4.5M |
QQQ, SPMO, SCHV, SCHG, FBND
|
13F-HR |
11/7/2024, 10:51 AM |
Q2 2024 |
127 |
$261M |
+$36.6M |
-$29M |
+$7.66M |
QQQ, SPMO, SCHG, FBND, IQLT
|
13F-HR |
8/6/2024, 09:02 AM |
Q1 2024 |
137 |
$265M |
+$28.4M |
-$14.4M |
+$14.1M |
QQQ, SCHV, SCHG, FBND, IQLT
|
13F-HR |
5/2/2024, 04:51 PM |
Q4 2023 |
126 |
$241M |
+$55.7M |
-$53.4M |
+$2.38M |
QQQ, SCHV, FBND, SCHD, SCHG
|
13F-HR |
2/12/2024, 02:48 PM |
Q3 2023 |
105 |
$213M |
+$17.9M |
-$2.67M |
+$15.2M |
QQQ, SPLG, SPAB, MGK, SCHD
|
13F-HR |
11/9/2023, 04:17 PM |
Q2 2023 |
104 |
$211M |
+$24.4M |
-$31.8M |
-$7.35M |
QQQ, SPLG, SPAB, SCHD, MGK
|
13F-HR |
8/1/2023, 11:17 AM |
Q1 2023 |
115 |
$210M |
+$8.21M |
-$12.2M |
-$4.03M |
SPLG, QQQ, SPAB, IUSV, MGK
|
13F-HR |
4/13/2023, 02:27 PM |
Q4 2022 |
109 |
$205M |
+$23.9M |
-$22M |
+$1.88M |
SPLG, QQQ, IUSV, SPAB, MGK
|
13F-HR |
2/10/2023, 02:53 PM |
Q3 2022 |
114 |
$191M |
+$9.34M |
-$2.83M |
+$6.51M |
SPLG, QQQ, SPAB, MINT, FIXD
|
13F-HR |
11/14/2022, 12:19 PM |
Q2 2022 |
109 |
$195M |
+$27.6M |
-$28.8M |
-$1.2M |
SPLG, QQQ, SPAB, FIXD, IUSV
|
13F-HR |
8/12/2022, 03:26 PM |
Q1 2022 |
126 |
$225M |
+$25.7M |
-$28.7M |
-$3.08M |
SPLG, QQQ, IUSV, MGK, FIXD
|
13F-HR |
6/8/2022, 02:16 PM |
Q4 2021 |
130 |
$241M |
+$30.6M |
-$29.6M |
+$1M |
SPLG, FIXD, MGK, IUSV, QQQ
|
13F-HR |
2/14/2022, 02:01 PM |
Q3 2021 |
113 |
$231M |
+$56.5M |
-$944K |
+$55.5M |
SPLG, FIXD, QQQ, IUSV, ACWI
|
13F-HR |
11/3/2021, 02:40 PM |
Q2 2021 |
102 |
$170M |
+$27.1M |
-$61.2M |
-$34.1M |
IUSV, VXF, FEX, SPAB, ACWI
|
13F-HR |
8/9/2021, 02:58 PM |
Q1 2021 |
103 |
$205M |
+$83.4M |
-$92M |
-$8.6M |
FIXD, SPLG, QQQ, MTUM, ACWI
|
13F-HR |
5/11/2021, 03:16 PM |
Q4 2020 |
86 |
$208M |
+$26.8M |
-$32.6M |
-$5.86M |
SCHG, FIXD, ACWV, SCHD, SCHB
|
13F-HR |
2/11/2021, 04:29 PM |
Q3 2020 |
68 |
$199M |
+$5.68M |
-$2.33M |
+$3.36M |
SCHO, SCHG, ACWV, FIXD, SCHD
|
13F-HR |
11/4/2020, 04:21 PM |
Q2 2020 |
70 |
$188M |
+$49.4M |
-$39.4M |
+$10M |
SCHO, SCHG, ACWV, FIXD, SCHD
|
13F-HR |
8/13/2020, 09:34 AM |
Q1 2020 |
68 |
$162M |
+$38.1M |
-$44.6M |
-$6.52M |
SCHO, SCHD, ACWV, SCHB, SCHG
|
13F-HR |
4/28/2020, 03:52 PM |
Q4 2019 |
84 |
$182M |
+$31.3M |
-$51.7M |
-$20.4M |
SCHO, SCHD, SCHB, JPGE, SCHZ
|
13F-HR |
2/14/2020, 11:04 AM |
Q3 2019 |
58 |
$194M |
+$49.5M |
-$9.84M |
+$39.6M |
SPGM, SCHM, SCHO, SCHD, SCHB
|
13F-HR |
11/7/2019, 11:16 AM |
Q2 2019 |
53 |
$156M |
+$24.6M |
-$11.5M |
+$13.1M |
SCHO, SCHM, SCHD, SPGM, SCHB
|
13F-HR |
8/9/2019, 10:58 AM |
Q1 2019 |
46 |
$141M |
+$10.8M |
-$1.37M |
+$9.41M |
SCHO, SCHD, SPGM, MNA, SCHB
|
13F-HR |
5/6/2019, 02:30 PM |
Q4 2018 |
45 |
$122M |
+$23.8M |
-$28.7M |
-$4.91M |
SCHO, SCHD, MNA, SPGM, SRLN
|
13F-HR |
2/8/2019, 02:19 PM |
Q3 2018 |
65 |
$139M |
+$37.8M |
-$35.1M |
+$2.72M |
SCHD, SPGM, SCHO, SCHB, SRLN
|
13F-HR |
10/25/2018, 11:26 AM |
Q2 2018 |
68 |
$117M |
+$21.5M |
-$16.6M |
+$4.91M |
SCHD, CORP, SPLV, SCHO, JPGE
|
13F-HR |
10/10/2018, 11:45 AM |
Q1 2018 |
59 |
$126M |
+$16.1M |
-$5.25M |
+$10.9M |
SCHD, CORP, SPGM, SPLV, SCHO
|
13F-HR |
4/18/2018, 12:52 PM |
Q4 2017 |
64 |
$117M |
$0 |
$0 |
|
SCHD, CORP, SPGM, SPLV, SCHO
|
13F-HR |
3/28/2018, 02:32 PM |