Q3 2024 |
140 |
$428M |
+$55.1M |
-$40.3M |
+$14.8M |
MUB, IWL, ITOT, ESGU, IEFA
|
13F-HR |
10/15/2024, 05:43 PM |
Q2 2024 |
138 |
$400M |
+$46.3M |
-$22.7M |
+$23.6M |
MUB, IWL, ITOT, ESGU, IEFA
|
13F-HR |
8/9/2024, 12:30 PM |
Q1 2024 |
135 |
$377M |
+$47.5M |
-$26.9M |
+$20.6M |
IWL, MUB, ITOT, ESGU, IEFA
|
13F-HR |
4/15/2024, 09:17 PM |
Q4 2023 |
138 |
$338M |
+$143M |
-$52.8M |
+$90.3M |
IWL, ITOT, MUB, ESGU, IEFA
|
13F-HR |
2/2/2024, 01:29 PM |
Q3 2023 |
84 |
$224M |
+$14.4M |
-$14M |
+$342K |
IEFA, ESGU, ITOT, MUB, IWL
|
13F-HR |
10/19/2023, 11:45 AM |
Q2 2023 |
86 |
$233M |
+$32.6M |
-$7.91M |
+$24.7M |
IEFA, ITOT, ESGU, MUB, VO
|
13F-HR |
7/24/2023, 02:26 PM |
Q1 2023 |
88 |
$198M |
+$32.9M |
-$24.8M |
+$8.15M |
IEFA, MUB, IXUS, IWL, VO
|
13F-HR |
5/10/2023, 05:21 PM |
Q4 2022 |
87 |
$178M |
+$38.7M |
-$18.2M |
+$20.5M |
IEFA, MUB, IWL, ITOT, VO
|
13F-HR |
2/9/2023, 09:03 PM |
Q3 2022 |
78 |
$148M |
+$10.4M |
-$24.7M |
-$14.3M |
MUB, IEFA, IWL, VO, ESGU
|
13F-HR |
11/14/2022, 02:54 PM |
Q2 2022 |
81 |
$176M |
+$24.1M |
-$25.7M |
-$1.54M |
IEFA, MUB, IWL, VO, IAGG
|
13F-HR |
8/8/2022, 03:17 PM |
Q1 2022 |
92 |
$208M |
+$29M |
-$32.4M |
-$3.42M |
MUB, IEFA, VO, IWL, ESGU
|
13F-HR |
5/10/2022, 03:12 PM |
Q4 2021 |
97 |
$224M |
+$23.5M |
-$13M |
+$10.5M |
IEF, MUB, IEFA, IWL, VO
|
13F-HR |
2/2/2022, 04:11 PM |
Q3 2021 |
99 |
$206M |
+$28.6M |
-$16.3M |
+$12.3M |
IEFA, VO, IWL, MUB, IJR
|
13F-HR |
11/12/2021, 09:59 AM |
Q2 2021 |
103 |
$190M |
+$26M |
-$17.9M |
+$8.08M |
IEFA, MUB, VO, IJR, IWL
|
13F-HR |
8/10/2021, 05:02 PM |
Q1 2021 |
95 |
$172M |
+$20M |
-$20.2M |
-$220K |
IEFA, MUB, IWL, IAGG, USMV
|
13F-HR |
5/10/2021, 05:05 PM |
Q4 2020 |
82 |
$169M |
+$15.1M |
-$14.7M |
+$449K |
IEFA, MUB, IWL, USMV, IAGG
|
13F-HR |
2/9/2021, 09:41 PM |
Q3 2020 |
79 |
$155M |
+$8.43M |
-$1.29M |
+$7.14M |
USMV, MUB, IEFA, IAGG, AGG
|
13F-HR |
11/12/2020, 03:18 PM |
Q2 2020 |
73 |
$142M |
+$41.5M |
-$16.7M |
+$24.8M |
USMV, MUB, IEFA, IAGG, AGG
|
13F-HR |
8/6/2020, 07:49 PM |
Q1 2020 |
57 |
$103M |
+$11.9M |
-$4.56M |
+$7.36M |
USMV, MUB, IEFA, IAGG, IVV
|
13F-HR |
5/4/2020, 03:37 PM |
Q4 2019 |
66 |
$113M |
$0 |
$0 |
|
USMV, IEFA, MUB, IAGG, IVV
|
13F-HR |
2/7/2020, 08:09 PM |