Q3 2024 |
91 |
$686M |
+$6.5M |
-$6.69M |
-$196K |
COST, VTV, IEMG, IQLT, IEFA
|
13F-HR |
10/31/2024, 10:41 AM |
Q2 2024 |
87 |
$659M |
+$32M |
-$7.66M |
+$24.3M |
COST, VTV, IEMG, IQLT, IEFA
|
13F-HR |
7/15/2024, 03:27 PM |
Q1 2024 |
92 |
$562M |
+$7.66M |
-$24.1M |
-$16.5M |
COST, VTV, IQLT, IEMG, IEFA
|
13F-HR |
4/25/2024, 12:13 PM |
Q4 2023 |
90 |
$525M |
+$30.5M |
-$3.13M |
+$27.4M |
COST, VTV, IQLT, IEMG, IVV
|
13F-HR |
1/23/2024, 06:32 PM |
Q3 2023 |
78 |
$431M |
+$7.17M |
-$4.46M |
+$2.71M |
COST, VTV, IEMG, IQLT, IVV
|
13F-HR |
10/13/2023, 10:29 AM |
Q2 2023 |
81 |
$416M |
+$6.15M |
-$7.86M |
-$1.71M |
COST, VTV, IQLT, IEMG, IVV
|
13F-HR |
8/2/2023, 06:18 PM |
Q1 2023 |
77 |
$388M |
+$6.31M |
-$9.21M |
-$2.9M |
COST, VTV, IQLT, IEMG, IVV
|
13F-HR |
4/7/2023, 01:20 PM |
Q4 2022 |
77 |
$361M |
+$30.6M |
-$10.3M |
+$20.2M |
COST, VTV, IQLT, IEMG, VUG
|
13F-HR |
1/20/2023, 04:01 PM |
Q3 2022 |
77 |
$344M |
+$5.06M |
-$7.06M |
-$2M |
COST, VTV, VUG, IQLT, IEFA
|
13F-HR |
10/11/2022, 08:04 PM |
Q2 2022 |
82 |
$358M |
+$9.95M |
-$9.1M |
+$851K |
COST, VTV, VUG, IQLT, IEFA
|
13F-HR |
7/29/2022, 08:47 PM |
Q1 2022 |
96 |
$426M |
+$13.8M |
-$3.1M |
+$10.7M |
COST, VUG, VTV, IQLT, IVV
|
13F-HR |
4/25/2022, 05:52 PM |
Q4 2021 |
91 |
$415M |
+$33.2M |
-$37.7M |
-$4.56M |
COST, VUG, VTV, IQLT, IVV
|
13F-HR |
1/18/2022, 06:37 PM |
Q3 2021 |
97 |
$351M |
+$9.88M |
-$7.44M |
+$2.44M |
COST, LQD, VUG, VMBS, IQLT
|
13F-HR |
11/2/2021, 08:55 AM |
Q2 2021 |
96 |
$320M |
+$18.6M |
-$2.49M |
+$16.2M |
COST, LQD, VUG, VMBS, VTV
|
13F-HR |
7/30/2021, 08:36 PM |
Q1 2021 |
84 |
$276M |
+$8.3M |
-$10.3M |
-$2.04M |
COST, LQD, VUG, VMBS, VTV
|
13F-HR |
4/20/2021, 03:20 PM |
Q4 2020 |
82 |
$290M |
+$36.1M |
-$23.5M |
+$12.6M |
COST, LQD, GOVT, VGSH, VMBS
|
13F-HR |
2/5/2021, 05:24 PM |
Q3 2020 |
73 |
$261M |
+$7.32M |
-$1.03M |
+$6.28M |
COST, LQD, VUG, IQLT, RODM
|
13F-HR |
11/9/2020, 08:32 PM |
Q2 2020 |
72 |
$227M |
+$6.1M |
-$960K |
+$5.14M |
COST, LQD, IQLT, VUG, RODM
|
13F-HR |
8/10/2020, 05:03 PM |
Q1 2020 |
71 |
$212M |
+$139M |
-$23.4M |
+$116M |
COST, LQD, IQLT, VMBS, VUG
|
13F-HR |
5/14/2020, 12:31 PM |
Q4 2019 |
97 |
$105M |
$0 |
$0 |
|
COST, NEM, IEMG, LQD, AAPL
|
13F-HR |
2/11/2020, 07:09 PM |