| Q2 2024 |
267 |
$859M |
+$109M |
-$36.1M |
+$73.3M |
JCPB, VTI, AVDE, SPYG, IQDG
|
13F-HR |
7/10/2024, 04:16 PM |
| Q1 2024 |
251 |
$788M |
+$84.2M |
-$51.7M |
+$32.5M |
JCPB, VTI, AVDE, IQDG, JMBS
|
13F-HR |
4/12/2024, 03:31 PM |
| Q4 2023 |
244 |
$722M |
+$100M |
-$183M |
-$82.4M |
JCPB, VTI, AVDE, IQDG, JMBS
|
13F-HR |
1/5/2024, 11:00 AM |
| Q3 2023 |
253 |
$743M |
+$84.9M |
-$14.5M |
+$70.4M |
VTI, IMTB, SPMB, AVDE, IQDG
|
13F-HR |
10/13/2023, 09:25 AM |
| Q2 2023 |
226 |
$697M |
+$60.9M |
-$15.7M |
+$45.1M |
IMTB, VTI, SPMB, IQDG, AVDE
|
13F-HR |
7/10/2023, 09:50 AM |
| Q1 2023 |
217 |
$635M |
+$92.7M |
-$47.9M |
+$44.8M |
IMTB, VTI, SPMB, IQDG, AVDE
|
13F-HR |
4/4/2023, 05:21 PM |
| Q4 2022 |
217 |
$568M |
+$187M |
-$43.7M |
+$144M |
SPSB, VTI, IQDG, AVDE, ISTB
|
13F-HR |
1/9/2023, 12:34 PM |
| Q3 2022 |
225 |
$399M |
+$82.6M |
-$16.4M |
+$66.2M |
SPSB, VTI, VEA, BSV, IQDG
|
13F-HR |
10/18/2022, 04:51 PM |
| Q2 2022 |
205 |
$355M |
+$60.3M |
-$64.8M |
-$4.49M |
VTI, BSV, SPSB, VEA, SPIB
|
13F-HR |
7/27/2022, 12:34 PM |
| Q1 2022 |
216 |
$401M |
+$66.9M |
-$30.4M |
+$36.5M |
VTI, VEA, BSV, SPSB, PHDG
|
13F-HR |
4/4/2022, 10:12 AM |
| Q4 2021 |
214 |
$384M |
+$80.7M |
-$13.9M |
+$66.8M |
VTI, BSV, VEA, SPSB, SWAN
|
13F-HR |
1/14/2022, 04:22 PM |
| Q3 2021 |
198 |
$306M |
+$23.6M |
-$30.5M |
-$6.92M |
BSV, SPSB, VTV, SWAN, VEA
|
13F-HR |
10/7/2021, 10:27 AM |
| Q2 2021 |
207 |
$317M |
+$35.9M |
-$8M |
+$27.9M |
BSV, SPSB, VTV, VUG, VIG
|
13F-HR |
7/20/2021, 08:16 PM |
| Q1 2021 |
198 |
$278M |
+$32M |
-$11.1M |
+$21M |
BSV, SPSB, VTV, VUG, VEA
|
13F-HR |
4/20/2021, 04:30 PM |
| Q4 2020 |
191 |
$250M |
$0 |
$0 |
|
BSV, SPSB, VEA, VTV, VIG
|
13F-HR |
1/26/2021, 10:11 AM |