Q3 2024 |
87 |
$1.23B |
+$22.8M |
-$4.98M |
+$17.8M |
VOO, SPYV, IJH, BND, VTEB
|
13F-HR |
10/29/2024, 07:15 PM |
Q2 2024 |
87 |
$1.15B |
+$24.3M |
-$11.9M |
+$12.4M |
VOO, SPYV, IJH, BND, VTEB
|
13F-HR |
7/29/2024, 11:25 AM |
Q1 2024 |
86 |
$1.14B |
+$107M |
-$10.1M |
+$97.2M |
VOO, SPYV, IJH, BND, VTEB
|
13F-HR |
5/3/2024, 03:21 PM |
Q4 2023 |
84 |
$1.07B |
+$86.5M |
-$24.1M |
+$62.4M |
VOO, SPYV, IJH, BND, VTEB
|
13F-HR |
2/7/2024, 06:17 PM |
Q3 2023 |
81 |
$918M |
+$39.5M |
-$15.8M |
+$23.6M |
VOO, SPYV, BND, IJH, VTEB
|
13F-HR |
11/3/2023, 04:39 PM |
Q2 2023 |
81 |
$930M |
+$35M |
-$9.81M |
+$25.2M |
VOO, SPYV, IJH, BND, VTEB
|
13F-HR |
8/7/2023, 02:18 PM |
Q1 2023 |
76 |
$876M |
+$52M |
-$14M |
+$38M |
VOO, SPYV, IJH, BND, VTEB
|
13F-HR |
5/1/2023, 05:54 PM |
Q4 2022 |
75 |
$814M |
+$83.5M |
-$49.5M |
+$34M |
VOO, SPYV, IJH, BND, VTEB
|
13F-HR |
2/6/2023, 06:45 PM |
Q3 2022 |
71 |
$732M |
+$41.5M |
-$26.4M |
+$15.1M |
VOO, SPYV, IJH, BND, SUB
|
13F-HR |
10/21/2022, 09:56 PM |
Q2 2022 |
67 |
$754M |
+$87.1M |
-$56.3M |
+$30.8M |
SPYV, VOO, IJH, SUB, SCHP
|
13F-HR |
7/20/2022, 02:59 PM |
Q1 2022 |
60 |
$811M |
+$43.5M |
-$10.9M |
+$32.6M |
VOO, SPYV, IJH, BND, SCHP
|
13F-HR |
4/25/2022, 12:27 PM |
Q4 2021 |
64 |
$814M |
+$21.8M |
-$14.7M |
+$7.09M |
VOO, SPYV, BND, IJH, SCHP
|
13F-HR |
1/19/2022, 04:23 PM |
Q3 2021 |
63 |
$770M |
+$31.5M |
-$4.87M |
+$26.6M |
VOO, SPYV, BND, IJH, SCHP
|
13F-HR |
10/27/2021, 11:55 AM |
Q2 2021 |
62 |
$751M |
+$56.5M |
-$7.38M |
+$49.1M |
SPYV, VOO, BND, IJH, SCHP
|
13F-HR |
7/26/2021, 12:27 PM |
Q1 2021 |
57 |
$676M |
+$36.1M |
-$8.99M |
+$27.2M |
SPYV, VOO, BND, IJH, SCHP
|
13F-HR |
4/27/2021, 10:30 AM |
Q4 2020 |
56 |
$609M |
+$50.5M |
-$10.9M |
+$39.6M |
BND, SPYV, VOO, IJH, SCHP
|
13F-HR |
2/11/2021, 06:47 PM |
Q3 2020 |
58 |
$519M |
+$19.7M |
-$8.28M |
+$11.4M |
BND, SPYV, VOO, IJH, SPY
|
13F-HR |
11/5/2020, 02:00 PM |
Q2 2020 |
57 |
$491M |
+$44.7M |
-$59.3M |
-$14.6M |
BND, SPYV, VOO, IJH, SPY
|
13F-HR |
7/28/2020, 02:30 PM |
Q1 2020 |
61 |
$450M |
+$65.9M |
-$79.8M |
-$13.9M |
BND, SPYV, VOO, SPY, BSV
|
13F-HR |
4/27/2020, 01:38 PM |
Q4 2019 |
66 |
$563M |
+$28.8M |
-$12.8M |
+$16M |
BND, IJH, SPYV, VOO, SPY
|
13F-HR |
2/3/2020, 02:58 PM |
Q3 2019 |
66 |
$522M |
+$28.4M |
-$22.1M |
+$6.3M |
BND, IJH, SPYV, BSV, SPY
|
13F-HR |
10/31/2019, 03:50 PM |
Q2 2019 |
65 |
$511M |
+$30.8M |
-$21.6M |
+$9.26M |
IJH, BND, BSV, SPYV, SPY
|
13F-HR |
8/13/2019, 04:17 PM |
Q1 2019 |
61 |
$490M |
+$33.7M |
-$31.5M |
+$2.24M |
BSV, IJH, BND, SPY, SPYV
|
13F-HR |
5/6/2019, 01:52 PM |
Q4 2018 |
63 |
$448M |
+$59M |
-$19M |
+$40M |
BSV, BND, SPY, IJH, VOO
|
13F-HR |
2/13/2019, 12:26 PM |
Q3 2018 |
52 |
$453M |
+$94.9M |
-$1.17M |
+$93.7M |
BSV, IJH, SPY, BND, VOO
|
13F-HR |
11/13/2018, 01:22 PM |
Q2 2018 |
42 |
$351M |
+$13.8M |
-$6.46M |
+$7.29M |
IJH, BSV, BND, VOO, SPY
|
13F-HR |
8/14/2018, 05:43 PM |
Q1 2018 |
43 |
$339M |
+$17.7M |
-$14.7M |
+$3.05M |
IJH, BSV, BND, VOO, SPY
|
13F-HR |
4/17/2018, 04:53 PM |
Q4 2017 |
48 |
$343M |
$0 |
$0 |
|
IJH, BSV, BND, VOO, SPY
|
13F-HR |
4/16/2018, 06:23 PM |