Q3 2024 |
151 |
$1.16B |
+$136M |
-$119M |
+$16.4M |
SCHZ, VOO, SCHX, AGG, FNDX
|
13F-HR |
10/9/2024, 05:17 PM |
Q2 2024 |
151 |
$1.08B |
+$42.7M |
-$18.2M |
+$24.5M |
AGG, VOO, SCHX, SCHZ, FNDX
|
13F-HR |
7/17/2024, 05:31 PM |
Q1 2024 |
154 |
$1.06B |
+$82.6M |
-$90M |
-$7.41M |
AGG, VOO, SCHX, SCHZ, FNDX
|
13F-HR |
4/12/2024, 02:36 PM |
Q4 2023 |
163 |
$1.01B |
+$80.8M |
-$36.2M |
+$44.6M |
AGG, VOO, SCHX, SCHZ, FNDX
|
13F-HR |
1/9/2024, 05:50 PM |
Q3 2023 |
164 |
$888M |
+$95.4M |
-$21.8M |
+$73.6M |
AGG, VOO, SCHZ, SCHX, FNDX
|
13F-HR |
10/19/2023, 11:37 AM |
Q2 2023 |
141 |
$830M |
+$18.2M |
-$14.4M |
+$3.82M |
AGG, VOO, SCHZ, SCHX, VEA
|
13F-HR |
7/24/2023, 01:47 PM |
Q1 2023 |
138 |
$828M |
+$65.1M |
-$33.6M |
+$31.5M |
AGG, VOO, SCHX, SCHZ, VEA
|
13F-HR |
4/10/2023, 09:55 PM |
Q4 2022 |
145 |
$759M |
+$169M |
-$42.7M |
+$126M |
AGG, VOO, SCHX, SCHZ, VEA
|
13F-HR |
1/26/2023, 10:36 AM |
Q3 2022 |
146 |
$595M |
+$168M |
-$25.7M |
+$142M |
AGG, VOO, VEA, VGSH, IVV
|
13F-HR |
10/18/2022, 06:30 PM |
Q2 2022 |
147 |
$483M |
+$23.6M |
-$42.4M |
-$18.8M |
AGG, VOO, VGSH, IVV, VEA
|
13F-HR |
7/22/2022, 04:05 PM |
Q1 2022 |
152 |
$570M |
+$31.9M |
-$45.6M |
-$13.7M |
AGG, VOO, IVV, VGSH, VEA
|
13F-HR |
4/13/2022, 09:52 PM |
Q4 2021 |
170 |
$616M |
+$353M |
-$268M |
+$85.4M |
AGG, VOO, IVV, VGSH, VEA
|
13F-HR |
1/13/2022, 07:21 PM |
Q3 2021 |
173 |
$509M |
+$23.5M |
-$14.1M |
+$9.37M |
SCHX, FNDX, FNDF, SCHP, SCHA
|
13F-HR |
10/7/2021, 06:19 PM |
Q2 2021 |
183 |
$508M |
+$24.2M |
-$17M |
+$7.21M |
SCHX, FNDX, FNDF, SCHA, SCHP
|
13F-HR |
8/3/2021, 08:54 PM |
Q1 2021 |
178 |
$483M |
+$77.5M |
-$39.3M |
+$38.3M |
SCHX, FNDX, FNDF, SCHA, VCIT
|
13F-HR |
4/14/2021, 01:14 PM |
Q4 2020 |
185 |
$417M |
+$78.1M |
-$25.4M |
+$52.7M |
VCIT, SCHX, SCHP, SCHA, FNDX
|
13F-HR |
1/14/2021, 03:32 PM |
Q3 2020 |
154 |
$326M |
+$23.6M |
-$7.18M |
+$16.4M |
SCHP, VCIT, SCHX, SCHA, TNC
|
13F-HR |
10/29/2020, 09:33 PM |
Q2 2020 |
142 |
$301M |
+$90.6M |
-$63.3M |
+$27.3M |
SCHP, VCIT, SCHX, TNC, SCHA
|
13F-HR |
7/28/2020, 05:01 PM |
Q1 2020 |
136 |
$241M |
+$72.2M |
-$37.7M |
+$34.5M |
SCHR, PRF, TNC, VYM, VMBS
|
13F-HR |
4/9/2020, 05:22 PM |
Q4 2019 |
168 |
$257M |
+$32.5M |
-$4.23M |
+$28.3M |
TNC, SCHR, SCHD, VMBS, FNDX
|
13F-HR |
1/29/2020, 05:11 PM |
Q3 2019 |
146 |
$215M |
$0 |
$0 |
|
TNC, SCHR, SCHD, VMBS, FNDX
|
13F-HR |
11/15/2019, 01:22 PM |