Q3 2024 |
137 |
$483M |
+$252M |
-$20.7M |
+$231M |
IVV, PCT, IEFA, IQLT, XBI
|
13F-HR |
10/17/2024, 10:06 AM |
Q2 2024 |
72 |
$217M |
+$26M |
-$239M |
-$212M |
PCT, IEFA, IQLT, AAPL, NVDA
|
13F-HR |
7/17/2024, 12:59 PM |
Q1 2024 |
137 |
$434M |
+$26.4M |
-$10.1M |
+$16.3M |
IVV, PCT, IEFA, IQLT, FDLO
|
13F-HR |
4/19/2024, 01:32 PM |
Q4 2023 |
139 |
$385M |
+$18.8M |
-$9.51M |
+$9.34M |
IVV, IEFA, PCT, IQLT, FDLO
|
13F-HR |
1/17/2024, 09:15 AM |
Q3 2023 |
130 |
$350M |
+$210M |
-$16.1M |
+$194M |
IVV, PCT, IEFA, IQLT, FDLO
|
13F-HR |
10/30/2023, 03:34 PM |
Q2 2023 |
64 |
$193M |
+$1.57M |
-$237M |
-$236M |
PCT, IEFA, IQLT, GOVT, ISTB
|
13F-HR |
7/19/2023, 10:33 AM |
Q1 2023 |
145 |
$395M |
+$34.6M |
-$28.2M |
+$6.43M |
IVV, PCT, IEFA, IQLT, ISTB
|
13F-HR |
5/2/2023, 10:11 AM |
Q4 2022 |
148 |
$367M |
$0 |
$0 |
|
IVV, PCT, IEFA, IQLT, ISTB
|
New Holdings |
2/9/2023, 03:01 PM |
Q4 2022 |
148 |
$367M |
+$34.5M |
-$37M |
-$2.52M |
IVV, PCT, IEFA, IQLT, ISTB
|
13F-HR |
2/2/2023, 02:44 PM |
Q3 2022 |
141 |
$350M |
+$8.08M |
-$3.47M |
+$4.61M |
IVV, PCT, IEFA, IQLT, IEMG
|
13F-HR |
10/31/2022, 05:56 PM |
Q2 2022 |
145 |
$369M |
+$65.7M |
-$8.44M |
+$57.2M |
IVV, PCT, IEFA, IQLT, IEMG
|
13F-HR |
8/5/2022, 11:29 AM |
Q1 2022 |
147 |
$368M |
+$37M |
-$40.1M |
-$3.12M |
IVV, IEFA, IQLT, IJH, FDLO
|
13F-HR |
4/28/2022, 01:04 PM |
Q4 2021 |
118 |
$390M |
+$251M |
-$35.8M |
+$215M |
IVV, IEFA, IJH, IQLT, FDLO
|
13F-HR |
1/14/2022, 05:51 PM |
Q3 2021 |
45 |
$171M |
+$12.1M |
-$223M |
-$211M |
IEFA, IEMG, IQLT, GOVT, STIP
|
13F-HR |
11/4/2021, 01:50 PM |
Q2 2021 |
106 |
$387M |
+$36.5M |
-$74.5M |
-$38.1M |
IVV, IEFA, IEMG, IJH, IQLT
|
Restatement |
7/26/2021, 04:48 PM |
Q1 2021 |
364 |
$402M |
+$19.6M |
-$40.4M |
-$20.8M |
IVV, IEFA, IEMG, IJH, IQLT
|
Restatement |
5/6/2021, 12:50 PM |
Q4 2020 |
81 |
$398M |
+$12.7M |
-$9.71M |
+$2.94M |
IVV, IEFA, IEMG, IJH, IQLT
|
13F-HR |
1/27/2021, 12:46 PM |
Q3 2020 |
81 |
$347M |
+$19.9M |
-$21.4M |
-$1.5M |
IVV, IEFA, IEMG, IJH, IQLT
|
13F-HR |
11/3/2020, 05:50 PM |
Q2 2020 |
77 |
$329M |
+$62.4M |
-$70.4M |
-$7.99M |
IVV, IEFA, IEMG, IJH, IQLT
|
13F-HR |
7/21/2020, 11:24 AM |
Q1 2020 |
38 |
$288M |
+$19.1M |
-$15.5M |
+$3.59M |
IVV, IEFA, FDLO, IEMG, IJH
|
13F-HR |
4/10/2020, 01:07 PM |
Q4 2019 |
36 |
$359M |
+$10M |
-$2.36M |
+$7.67M |
IVV, IEFA, IEMG, FDLO, IJH
|
13F-HR |
1/30/2020, 09:28 AM |
Q3 2019 |
33 |
$329M |
+$10M |
-$3.26M |
+$6.78M |
IVV, IEFA, FDLO, IEMG, IJH
|
13F-HR |
10/30/2019, 05:39 PM |
Q2 2019 |
29 |
$321M |
+$42.3M |
-$31.9M |
+$10.4M |
IVV, IEFA, IEMG, FDLO, IJH
|
13F-HR |
8/14/2019, 04:51 PM |
Q1 2019 |
28 |
$305M |
+$6.24M |
-$3.97M |
+$2.27M |
IVV, IEFA, IEMG, IJH, IJR
|
13F-HR |
5/10/2019, 11:29 AM |
Q4 2018 |
27 |
$272M |
$0 |
$0 |
|
IVV, IEFA, IEMG, IJH, IJR
|
13F-HR |
2/14/2019, 08:18 AM |