Q3 2024 |
184 |
$298M |
+$12.6M |
-$3.13M |
+$9.44M |
IVV, GSLC, IJH, IEMG, GTO
|
13F-HR |
11/12/2024, 09:28 AM |
Q2 2024 |
183 |
$272M |
+$19.2M |
-$19.7M |
-$494K |
IVV, GSLC, IJH, BOND, JCPB
|
13F-HR |
7/30/2024, 04:09 PM |
Q1 2024 |
195 |
$271M |
+$52.8M |
-$32.5M |
+$20.4M |
GSLC, IVV, IJH, JPIB, BOND
|
13F-HR |
5/14/2024, 04:58 PM |
Q4 2023 |
238 |
$256M |
+$63.2M |
-$48.8M |
+$14.4M |
IVV, IJH, GSLC, GTO, BOND
|
13F-HR |
2/28/2024, 09:56 PM |
Q3 2023 |
249 |
$225M |
+$25.7M |
-$2.17M |
+$23.5M |
IVV, IJH, PICB, SPSB, AAPL
|
13F-HR |
2/28/2024, 09:53 PM |
Q2 2023 |
261 |
$209M |
+$586K |
-$2.22M |
-$1.63M |
AAPL, IJH, IVV, PICB, GSLC
|
13F-HR |
2/28/2024, 09:49 PM |
Q1 2023 |
282 |
$204M |
+$13.4M |
-$13.4M |
-$58.4K |
IJH, AAPL, PICB, IVV, GSLC
|
13F-HR |
2/28/2024, 09:46 PM |
Q4 2022 |
223 |
$195M |
+$14.1M |
-$27.6M |
-$13.5M |
GIGB, IJH, PICB, IVV, SPSB
|
13F-HR |
2/28/2024, 09:41 PM |
Q3 2022 |
228 |
$195M |
+$10.1M |
-$2.59M |
+$7.56M |
GIGB, SPSB, EMB, IJH, AAPL
|
13F-HR |
2/28/2024, 09:37 PM |
Q2 2022 |
235 |
$200M |
+$20.5M |
-$10.4M |
+$10.1M |
GIGB, IJH, SPSB, AAPL, IVV
|
13F-HR |
2/28/2024, 09:33 PM |
Q1 2022 |
235 |
$217M |
+$18.7M |
-$24.1M |
-$5.43M |
GIGB, IJH, AAPL, IVV, EZU
|
13F-HR |
5/2/2022, 04:10 PM |
Q4 2021 |
236 |
$232M |
+$11.6M |
-$5.61M |
+$5.97M |
IJH, SPSB, EZU, AAPL, IVV
|
13F-HR |
3/9/2022, 05:38 PM |
Q3 2021 |
232 |
$218M |
+$4.69M |
-$1.61M |
+$3.08M |
SPSB, IJH, EZU, AAPL, IEFA
|
13F-HR |
11/9/2021, 02:48 PM |
Q2 2021 |
232 |
$218M |
+$7.65M |
-$7.17M |
+$483K |
IJH, SPSB, EZU, AAPL, MCHI
|
13F-HR |
8/13/2021, 01:50 PM |
Q1 2021 |
232 |
$203M |
+$7.15M |
-$3.12M |
+$4.03M |
IJH, EZU, SPSB, IEFA, AAPL
|
13F-HR |
5/14/2021, 05:03 PM |
Q4 2020 |
235 |
$193M |
+$12.9M |
-$3.54M |
+$9.34M |
IJH, EZU, SPSB, AAPL, IEFA
|
13F-HR |
5/14/2021, 04:54 PM |
Q3 2020 |
222 |
$166M |
+$25M |
-$19.7M |
+$5.33M |
SPSB, IJH, EZU, AAPL, MCHI
|
13F-HR |
5/14/2021, 04:37 PM |
Q2 2020 |
241 |
$155M |
+$13M |
-$8.51M |
+$4.45M |
SPSB, FXE, SHV, IBND, XLP
|
13F-HR |
5/14/2021, 04:23 PM |
Q1 2020 |
263 |
$130M |
+$26.3M |
-$16.7M |
+$9.52M |
SPSB, FXE, IBND, XLP, SHV
|
13F-HR |
5/1/2020, 04:24 PM |
Q4 2019 |
295 |
$145M |
+$7.5M |
-$1.9M |
+$5.6M |
FXE, IBND, XLP, HYEM, SPSB
|
13F-HR |
1/23/2020, 06:00 PM |
Q3 2019 |
269 |
$131M |
+$11.9M |
-$7.31M |
+$4.63M |
IBND, FXE, XLP, HYEM, PICB
|
13F-HR |
10/29/2019, 09:27 PM |
Q2 2019 |
255 |
$127M |
+$9.88M |
-$3.55M |
+$6.33M |
IBND, FXE, HYEM, XLP, PICB
|
13F-HR |
7/23/2019, 02:29 PM |
Q1 2019 |
260 |
$117M |
+$21.2M |
-$16M |
+$5.14M |
IBND, GIGB, HYEM, XLP, FXE
|
13F-HR |
5/6/2019, 03:06 PM |
Q4 2018 |
292 |
$102M |
$0 |
$0 |
|
VWOB, PICB, IBND, GIGB, XLP
|
13F-HR |
2/7/2019, 01:06 PM |