Q3 2024 |
202 |
$262M |
+$16.6M |
-$7.12M |
+$9.45M |
IUSG, IUSV, VO, AAPL, SPY
|
13F-HR |
10/18/2024, 03:48 PM |
Q2 2024 |
193 |
$240M |
+$10.7M |
-$30.7M |
-$20M |
IUSG, IUSV, VO, AAPL, SPY
|
13F-HR |
7/22/2024, 04:09 PM |
Q1 2024 |
206 |
$257M |
+$31.6M |
-$45.2M |
-$13.6M |
IUSV, IUSG, VO, MSFT, SPY
|
13F-HR |
4/19/2024, 04:21 PM |
Q4 2023 |
206 |
$249M |
+$28.2M |
-$16.8M |
+$11.4M |
IUSV, IUSG, IJR, AAPL, SPY
|
13F-HR |
1/22/2024, 01:08 PM |
Q3 2023 |
197 |
$215M |
+$21.7M |
-$35M |
-$13.2M |
IUSG, IUSV, IJR, AAPL, REGN
|
13F-HR |
10/25/2023, 04:50 PM |
Q2 2023 |
216 |
$235M |
+$56.2M |
-$48.8M |
+$7.38M |
IUSG, IUSV, IJR, AAPL, SPY
|
13F-HR |
7/20/2023, 12:59 PM |
Q1 2023 |
203 |
$217M |
+$16M |
-$17.3M |
-$1.32M |
IUSG, IWM, IUSV, NOBL, USRT
|
13F-HR |
4/6/2023, 03:39 PM |
Q4 2022 |
193 |
$209M |
+$16.7M |
-$5.42M |
+$11.3M |
IUSG, IWM, NOBL, IUSV, REGN
|
13F-HR |
1/17/2023, 12:55 PM |
Q3 2022 |
176 |
$183M |
+$20.3M |
-$14.2M |
+$6.13M |
IUSG, IWM, NOBL, IUSV, AAPL
|
13F-HR |
10/17/2022, 04:53 PM |
Q2 2022 |
184 |
$188M |
+$9.31M |
-$26.3M |
-$17M |
IUSG, IWM, NOBL, IUSV, AAPL
|
13F-HR |
7/18/2022, 03:22 PM |
Q1 2022 |
227 |
$240M |
+$42.6M |
-$42.3M |
+$295K |
IUSG, IWM, NOBL, IUSV, AAPL
|
13F-HR |
4/18/2022, 04:16 PM |
Q4 2021 |
236 |
$249M |
+$19.1M |
-$16.7M |
+$2.36M |
IUSG, IUSV, NOBL, IWM, SPY
|
13F-HR |
1/31/2022, 04:46 PM |
Q3 2021 |
233 |
$230M |
+$17.8M |
-$205M |
-$188M |
IUSG, IWM, IUSV, NOBL, SPY
|
13F-HR |
10/13/2021, 11:56 AM |
Q2 2021 |
242 |
$426M |
+$105M |
-$17.4M |
+$87.3M |
IWM, VNQ, LRCX, IUSG, LOW
|
Restatement |
8/24/2021, 12:28 PM |
Q1 2021 |
213 |
$214M |
$0 |
$0 |
|
IUSG, IUSV, NOBL, ISUN, SPY
|
New Holdings |
9/10/2021, 02:14 PM |
Q1 2021 |
265 |
$214M |
+$37M |
-$20.7M |
+$16.3M |
IUSG, IUSV, NOBL, ISUN, SPY
|
13F-HR |
4/12/2021, 11:24 AM |
Q4 2020 |
200 |
$188M |
$0 |
$0 |
|
IUSG, NOBL, IUSV, IEFA, SPY
|
New Holdings |
9/10/2021, 02:12 PM |
Q4 2020 |
253 |
$191M |
+$50.2M |
-$33.8M |
+$16.5M |
IUSG, NOBL, IUSV, IEFA, SPY
|
13F-HR |
1/25/2021, 03:54 PM |
Q3 2020 |
185 |
$164M |
$0 |
$0 |
|
AGG, IUSG, KLCD, REGN, IEFA
|
New Holdings |
9/10/2021, 02:10 PM |
Q3 2020 |
240 |
$164M |
+$36.7M |
-$41.7M |
-$4.99M |
AGG, IUSG, KLCD, REGN, IEFA
|
13F-HR |
10/21/2020, 12:26 PM |
Q2 2020 |
172 |
$162M |
$0 |
$0 |
|
AGG, KLCD, IUSG, SPLV, IEFA
|
New Holdings |
9/10/2021, 02:08 PM |
Q2 2020 |
227 |
$162M |
+$21.9M |
-$194M |
-$172M |
AGG, KLCD, IUSG, SPLV, IEFA
|
13F-HR |
7/13/2020, 01:47 PM |
Q1 2020 |
199 |
$296M |
+$67.1M |
-$84M |
-$16.9M |
AGG, KLCD, PWS, SHY, IUSG
|
13F-HR |
5/7/2020, 10:11 AM |
Q4 2019 |
225 |
$360M |
$0 |
$0 |
|
PWS, AGG, KLCD, IUSG, IEFA
|
13F-HR |
5/7/2020, 10:10 AM |