Q3 2024 |
183 |
$550M |
+$24.2M |
-$22.7M |
+$1.48M |
IVV, SPLG, QUAL, IVW, DFAI
|
13F-HR |
10/16/2024, 09:40 AM |
Q2 2024 |
182 |
$539M |
+$35.6M |
-$19.1M |
+$16.4M |
IVV, SPLG, IVW, ITOT, DFAI
|
13F-HR |
7/17/2024, 01:33 PM |
Q1 2024 |
176 |
$474M |
+$59.7M |
-$36.4M |
+$23.3M |
IVV, SPLG, ITOT, DFAI, QUAL
|
13F-HR |
4/17/2024, 05:08 PM |
Q4 2023 |
167 |
$446M |
+$33.3M |
-$14.9M |
+$18.4M |
IVV, SPLG, ITOT, DFAI, QUAL
|
13F-HR |
1/23/2024, 11:14 AM |
Q3 2023 |
148 |
$389M |
+$22.9M |
-$22.6M |
+$368K |
IVV, SPLG, ITOT, DFAI, AAPL
|
13F-HR |
10/10/2023, 01:44 PM |
Q2 2023 |
150 |
$403M |
+$6.4M |
-$3.91M |
+$2.49M |
IVV, SPLG, ITOT, QUAL, AAPL
|
13F-HR |
7/5/2023, 01:08 PM |
Q1 2023 |
152 |
$381M |
+$30M |
-$26.7M |
+$3.36M |
IVV, SPLG, ITOT, QUAL, DFAI
|
13F-HR |
4/20/2023, 04:37 PM |
Q4 2022 |
150 |
$369M |
+$38.6M |
-$18.8M |
+$19.8M |
IVV, SPLG, ESGU, ITOT, DFAI
|
13F-HR |
1/25/2023, 02:04 PM |
Q3 2022 |
146 |
$325M |
+$15M |
-$5.65M |
+$9.34M |
IVV, SPLG, ESGU, ITOT, IEFA
|
13F-HR |
10/6/2022, 10:32 AM |
Q2 2022 |
149 |
$340M |
+$20.6M |
-$34.6M |
-$14M |
IVV, SPLG, ESGU, ITOT, IEFA
|
13F-HR |
8/2/2022, 03:22 PM |
Q1 2022 |
156 |
$374M |
+$50.8M |
-$24.7M |
+$26.1M |
IVV, SPLG, ESGU, ITOT, IEFA
|
13F-HR |
5/5/2022, 02:41 PM |
Q4 2021 |
158 |
$381M |
+$18.8M |
-$8.43M |
+$10.4M |
IVV, ESGU, SPLG, ITOT, IEFA
|
13F-HR |
1/10/2022, 05:59 PM |
Q3 2021 |
157 |
$363M |
+$20.3M |
-$11.6M |
+$8.7M |
IVV, ESGU, IEFA, ITOT, SPLG
|
13F-HR |
10/18/2021, 06:45 PM |
Q2 2021 |
151 |
$347M |
+$35.5M |
-$6.61M |
+$28.9M |
IVV, ESGU, IEFA, ITOT, SPLG
|
13F-HR |
7/23/2021, 01:06 PM |
Q1 2021 |
143 |
$307M |
+$11.2M |
-$4.37M |
+$6.8M |
IVV, IEFA, ITOT, ESGU, SPLG
|
13F-HR |
4/6/2021, 04:50 PM |
Q4 2020 |
141 |
$288M |
+$50M |
-$51M |
-$1.08M |
IVV, IEFA, ITOT, ESGU, SPLG
|
13F-HR |
2/19/2021, 01:05 PM |
Q3 2020 |
127 |
$247M |
+$12M |
-$7.49M |
+$4.52M |
IVV, IEFA, ITOT, ESGU, AAPL
|
13F-HR |
11/3/2020, 06:33 PM |
Q2 2020 |
131 |
$240M |
+$25.3M |
-$14.1M |
+$11.1M |
IVV, IEFA, ITOT, IJR, ESGU
|
13F-HR |
8/11/2020, 02:33 PM |
Q1 2020 |
108 |
$199M |
+$35.9M |
-$26M |
+$9.86M |
IVV, IEFA, ITOT, ESGU, EFAV
|
13F-HR |
4/23/2020, 01:22 PM |
Q4 2019 |
120 |
$225M |
+$13.6M |
-$1.56M |
+$12M |
IVV, IEFA, ITOT, IEMG, EFAV
|
13F-HR |
1/14/2020, 04:10 PM |
Q3 2019 |
107 |
$205M |
$0 |
$0 |
|
IVV, IEFA, ITOT, EFAV, EEMV
|
13F-HR |
11/26/2019, 12:40 PM |