Q3 2024 |
60 |
$305M |
+$18.8M |
-$3.33M |
+$15.4M |
IVV, IUSG, QUAL, EFG, MUB
|
13F-HR |
10/29/2024, 05:05 PM |
Q2 2024 |
77 |
$277M |
+$15M |
-$11.5M |
+$3.44M |
IVV, IUSG, QUAL, EFG, MUB
|
13F-HR |
7/22/2024, 12:27 PM |
Q1 2024 |
57 |
$266M |
+$19.3M |
-$24.5M |
-$5.23M |
IVV, QUAL, IUSG, MUB, EFG
|
13F-HR |
4/25/2024, 02:29 PM |
Q4 2023 |
75 |
$252M |
+$35.3M |
-$20.7M |
+$14.6M |
IVV, IUSG, QUAL, MUB, EFG
|
13F-HR |
1/30/2024, 01:25 PM |
Q3 2023 |
85 |
$216M |
+$10.1M |
-$10.2M |
-$173K |
IVV, IUSG, EFG, QUAL, EFV
|
13F-HR |
10/31/2023, 09:21 AM |
Q2 2023 |
81 |
$225M |
+$5.16M |
-$7.01M |
-$1.85M |
IVV, EFG, QUAL, IUSG, MUB
|
13F-HR |
7/20/2023, 04:01 PM |
Q1 2023 |
85 |
$216M |
+$60.6M |
-$62.4M |
-$1.76M |
IVV, EFG, QUAL, IUSG, MUB
|
13F-HR |
4/21/2023, 01:20 PM |
Q4 2022 |
89 |
$208M |
+$64.3M |
-$58.8M |
+$5.42M |
IVV, SUB, QUAL, ACWV, IUSG
|
13F-HR |
1/18/2023, 03:35 PM |
Q3 2022 |
84 |
$188M |
+$19.5M |
-$15.1M |
+$4.4M |
IVV, IEFA, MUB, QUAL, ESGU
|
13F-HR |
10/20/2022, 01:49 PM |
Q2 2022 |
93 |
$196M |
+$22.1M |
-$14.7M |
+$7.42M |
IVV, IEFA, MUB, QUAL, ESGU
|
13F-HR |
7/27/2022, 01:04 PM |
Q1 2022 |
92 |
$218M |
+$32M |
-$16.1M |
+$15.9M |
IVV, IEFA, QUAL, JPST, MUB
|
13F-HR |
4/26/2022, 05:00 PM |
Q4 2021 |
68 |
$215M |
+$16M |
-$5.39M |
+$10.6M |
IVV, IEFA, QUAL, MUB, ESGU
|
13F-HR |
1/26/2022, 02:14 PM |
Q3 2021 |
67 |
$191M |
+$19.5M |
-$14.4M |
+$5.02M |
IVV, IEFA, MUB, QUAL, IEMG
|
13F-HR |
11/5/2021, 02:09 PM |
Q2 2021 |
65 |
$190M |
+$14.3M |
-$4.58M |
+$9.7M |
IVV, MUB, IEFA, IEMG, QUAL
|
13F-HR |
7/27/2021, 02:00 PM |
Q1 2021 |
62 |
$171M |
+$44.4M |
-$46.9M |
-$2.52M |
IVV, MUB, IEFA, IEMG, QUAL
|
13F-HR |
4/29/2021, 05:17 PM |
Q4 2020 |
53 |
$168M |
+$16.8M |
-$1.4M |
+$15.3M |
IVV, JPST, MUB, USMV, EFAV
|
13F-HR |
1/29/2021, 09:08 AM |
Q3 2020 |
51 |
$141M |
+$5.02M |
-$2.86M |
+$2.16M |
IVV, USMV, MUB, JPST, EFAV
|
13F-HR |
10/21/2020, 03:38 PM |
Q2 2020 |
51 |
$134M |
+$14.9M |
-$3.29M |
+$11.6M |
IVV, USMV, MUB, JPST, EFAV
|
13F-HR |
8/12/2020, 01:34 PM |
Q1 2020 |
47 |
$109M |
+$20M |
-$9.59M |
+$10.4M |
IVV, USMV, EFAV, JPST, IMTB
|
13F-HR |
4/27/2020, 01:32 PM |
Q4 2019 |
55 |
$116M |
$0 |
$0 |
|
IVV, EFAV, USMV, JPST, IMTB
|
13F-HR |
2/5/2020, 09:10 AM |