Q3 2024 |
100 |
$441M |
+$31.7M |
-$24.5M |
+$7.23M |
SCHX, UITB, SPYG, SPYV, IEFA
|
13F-HR |
10/16/2024, 04:15 PM |
Q2 2024 |
92 |
$410M |
+$42.9M |
-$40.9M |
+$2M |
SCHX, SPYG, IEFA, SPYV, UITB
|
13F-HR |
7/26/2024, 03:26 PM |
Q1 2024 |
88 |
$406M |
+$26.7M |
-$6.7M |
+$20M |
IEFA, SCHX, UITB, SPYG, SPYV
|
13F-HR |
4/30/2024, 09:28 AM |
Q4 2023 |
79 |
$365M |
+$47.1M |
-$53M |
-$5.87M |
IEFA, SCHX, SPYV, SPYG, UITB
|
13F-HR |
1/17/2024, 10:27 AM |
Q3 2023 |
70 |
$339M |
+$15.8M |
-$27M |
-$11.2M |
IEFA, SCHX, SPYV, SPYG, VWO
|
13F-HR |
10/19/2023, 04:53 PM |
Q2 2023 |
70 |
$365M |
+$57.9M |
-$50.4M |
+$7.52M |
IEFA, SCHX, SPYG, VWO, SPYV
|
13F-HR |
7/13/2023, 04:20 PM |
Q1 2023 |
70 |
$343M |
+$37M |
-$13.6M |
+$23.4M |
VEA, SCHX, SPYG, SPYV, SCHF
|
13F-HR |
4/18/2023, 01:45 PM |
Q4 2022 |
66 |
$309M |
+$28.9M |
-$17.3M |
+$11.6M |
VEA, SCHX, SPYG, SPYV, BND
|
13F-HR |
1/20/2023, 01:44 PM |
Q3 2022 |
73 |
$277M |
+$39.5M |
-$13.9M |
+$25.6M |
VEA, SCHX, BND, SCHF, SPYG
|
13F-HR |
10/17/2022, 04:15 PM |
Q2 2022 |
66 |
$269M |
+$18M |
-$16.1M |
+$1.85M |
VEA, SCHX, SCHF, BND, SPYV
|
13F-HR |
7/28/2022, 03:17 PM |
Q1 2022 |
67 |
$307M |
+$42.6M |
-$6.69M |
+$35.9M |
SCHX, VEA, SPYG, SPYV, SCHF
|
13F-HR |
4/18/2022, 04:59 PM |
Q4 2021 |
64 |
$315M |
+$19.8M |
-$7.66M |
+$12.1M |
SCHX, VEA, SPYG, SPYV, SCHF
|
13F-HR |
2/1/2022, 06:52 PM |
Q3 2021 |
66 |
$292M |
+$29.1M |
-$6.76M |
+$22.3M |
SCHX, VEA, SPYG, SCHF, SPYV
|
13F-HR |
10/20/2021, 11:46 AM |
Q2 2021 |
53 |
$274M |
+$30M |
-$1.29M |
+$28.7M |
SCHX, VEA, SCHF, SPYG, SPYV
|
13F-HR |
7/16/2021, 12:58 PM |
Q1 2021 |
46 |
$234M |
+$15.7M |
-$5.73M |
+$9.97M |
SCHX, VEA, SCHF, SPYG, SPYV
|
13F-HR |
4/27/2021, 06:41 PM |
Q4 2020 |
49 |
$216M |
+$10.2M |
-$4.42M |
+$5.78M |
SCHX, VEA, SCHF, SPYG, SPYV
|
13F-HR |
2/12/2021, 11:16 AM |
Q3 2020 |
45 |
$189M |
+$9.19M |
-$106K |
+$9.08M |
SCHX, VEA, SPYG, SCHF, BND
|
13F-HR |
11/12/2020, 12:20 PM |
Q2 2020 |
43 |
$171M |
+$44M |
-$1.54M |
+$42.5M |
SCHX, VEA, SCHF, SPYG, BND
|
13F-HR |
8/3/2020, 04:55 PM |
Q1 2020 |
32 |
$113M |
+$68.9M |
-$31.1M |
+$37.9M |
SCHX, SCHF, SPYG, SPYV, VEA
|
13F-HR |
4/29/2020, 03:36 PM |
Q4 2019 |
35 |
$84.5M |
+$8.37M |
-$661K |
+$7.71M |
SCHX, VEA, BND, MUB, VWO
|
13F-HR |
2/13/2020, 07:03 AM |
Q3 2019 |
35 |
$71.2M |
$0 |
$0 |
|
SCHX, VEA, BND, MUB, SCHV
|
13F-HR |
11/5/2019, 04:31 PM |
Q2 2019 |
35 |
$71.2M |
$0 |
$0 |
|
SCHX, VEA, BND, MUB, SCHV
|
13F-HR |
9/11/2019, 10:44 AM |