Q2 2024 |
781 |
$1.97B |
+$138M |
-$675M |
-$538M |
VUG, VTV, VEA, IUSB, IVW
|
13F-HR |
8/14/2024, 01:39 PM |
Q1 2024 |
900 |
$2.51B |
+$958M |
-$93.2M |
+$865M |
IUSB, VTV, VUG, VEA, SPLG
|
13F-HR |
5/14/2024, 02:38 PM |
Q4 2023 |
629 |
$1.56B |
+$202M |
-$148M |
+$53.9M |
VTV, VUG, SPLG, VEA, IUSB
|
13F-HR |
2/9/2024, 01:57 PM |
Q3 2023 |
577 |
$1.39B |
+$120M |
-$834M |
-$714M |
IUSB, VTV, VUG, VEA, SPLG
|
13F-HR |
10/17/2023, 02:48 PM |
Q2 2023 |
835 |
$2.14B |
$0 |
$0 |
|
IUSB, VEA, VUG, VTV, VEGA
|
New Holdings |
8/16/2023, 12:56 PM |
Q2 2023 |
964 |
$2.17B |
+$271M |
-$193M |
+$78.3M |
IUSB, VEA, VUG, VTV, VEGA
|
13F-HR |
8/14/2023, 01:40 PM |
Q1 2023 |
795 |
$2.03B |
+$351M |
-$225M |
+$126M |
IUSB, VTV, VEA, VUG, VEGA
|
13F-HR |
5/15/2023, 01:31 PM |
Q4 2022 |
736 |
$1.82B |
+$211M |
-$155M |
+$55.7M |
IUSB, VTV, ESGU, VEA, VUG
|
13F-HR |
2/14/2023, 05:54 PM |
Q3 2022 |
702 |
$1.66B |
+$212M |
-$186M |
+$25.6M |
IUSB, ESGU, GOVT, VTV, VEA
|
13F-HR |
11/14/2022, 06:19 PM |
Q2 2022 |
713 |
$1.85B |
+$348M |
-$192M |
+$156M |
GOOGL, IUSB, ESGU, VTV, GOVT
|
13F-HR |
8/11/2022, 05:50 PM |
Q1 2022 |
731 |
$1.93B |
+$303M |
-$289M |
+$13.7M |
IUSB, ESGU, VTV, VEA, VUG
|
13F-HR |
5/13/2022, 11:47 AM |
Q4 2021 |
748 |
$2.03B |
+$380M |
-$116M |
+$264M |
SPY, ESGU, IUSB, VTV, VEA
|
13F-HR |
2/14/2022, 09:31 PM |
Q3 2021 |
690 |
$1.69B |
+$210M |
-$118M |
+$92.3M |
SPY, VTV, VEA, ESGU, VUG
|
13F-HR |
11/15/2021, 07:15 PM |
Q2 2021 |
672 |
$1.62B |
+$452M |
-$224M |
+$228M |
SPY, VTV, VEA, VUG, JPIN
|
13F-HR |
8/13/2021, 11:47 AM |
Q1 2021 |
562 |
$1.32B |
+$224M |
-$155M |
+$68.7M |
BOND, SPY, OMFL, JPIN, VTV
|
13F-HR |
5/14/2021, 05:46 PM |
Q4 2020 |
504 |
$1.21B |
+$475M |
-$58.2M |
+$417M |
SPY, BOND, JAGG, JPIN, OMFL
|
13F-HR |
2/12/2021, 09:42 AM |
Q3 2020 |
266 |
$720M |
+$137M |
-$82.3M |
+$55.2M |
JAGG, BOND, JPIN, VTV, JPME
|
13F-HR |
11/13/2020, 05:21 PM |
Q2 2020 |
245 |
$643M |
+$110M |
-$52.8M |
+$56.8M |
JAGG, JPIN, VUG, OMFL, JPME
|
13F-HR |
8/13/2020, 03:06 PM |
Q1 2020 |
199 |
$523M |
+$67.6M |
-$45.1M |
+$22.5M |
JAGG, JPIN, JPUS, VTV, JPME
|
13F-HR |
5/14/2020, 02:39 PM |
Q4 2019 |
222 |
$592M |
+$85.8M |
-$32.3M |
+$53.5M |
JAGG, JPIN, JPUS, JPME, VTV
|
13F-HR |
2/12/2020, 06:57 PM |
Q3 2019 |
181 |
$518M |
+$66.1M |
-$26.3M |
+$39.8M |
JAGG, JPIN, JPUS, JPME, VTV
|
13F-HR |
11/12/2019, 06:45 PM |
Q2 2019 |
175 |
$476M |
+$98.6M |
-$12.7M |
+$85.9M |
JAGG, JPUS, JPIN, JPME, JPSE
|
13F-HR |
8/14/2019, 06:52 PM |
Q1 2019 |
130 |
$383M |
+$120M |
-$59.1M |
+$60.6M |
JAGG, JPUS, JPIN, JPME, JPSE
|
13F-HR |
5/15/2019, 12:44 PM |
Q4 2018 |
105 |
$297M |
+$54.5M |
-$5.05M |
+$49.5M |
SCHZ, JPUS, JPIN, JPME, VTV
|
13F-HR |
2/14/2019, 11:11 AM |
Q3 2018 |
67 |
$271M |
+$40.2M |
-$6.05M |
+$34.2M |
SCHZ, JPIN, JPUS, JPME, VTV
|
13F-HR |
11/13/2018, 07:24 PM |
Q2 2018 |
56 |
$232M |
+$49.1M |
-$18.7M |
+$30.5M |
SCHZ, JPIN, JPUS, JPME, VTV
|
13F-HR |
8/14/2018, 11:00 AM |
Q1 2018 |
55 |
$201M |
$0 |
$0 |
|
SCHZ, JPIN, FNDA, JPUS, JPME
|
13F-HR |
5/14/2018, 04:24 PM |