| Q2 2024 |
257 |
$1.23B |
+$699M |
-$68.9M |
+$631M |
PTLC, VUG, SPLG, IWD, EFG
|
13F-HR |
8/13/2024, 03:28 PM |
| Q1 2024 |
157 |
$595M |
+$68.8M |
-$66.3M |
+$2.42M |
PTLC, SPLG, QUAL, IUSB, DYNF
|
13F-HR |
5/15/2024, 09:19 AM |
| Q4 2023 |
150 |
$555M |
+$31.7M |
-$145M |
-$114M |
SPLG, PTLC, QUAL, DFCF, DFAC
|
13F-HR |
2/13/2024, 04:36 PM |
| Q3 2023 |
160 |
$628M |
+$106M |
-$242M |
-$136M |
SPLG, PTLC, VUG, QUAL, DFCF
|
13F-HR |
11/14/2023, 09:11 AM |
| Q2 2023 |
235 |
$783M |
+$215M |
-$7.82M |
+$207M |
PTLC, SPLG, QUAL, EFG, ESGU
|
13F-HR |
7/21/2023, 08:33 AM |
| Q1 2023 |
136 |
$550M |
+$158M |
-$65.6M |
+$92.4M |
SPLG, PTLC, QUAL, ESGU, DFCF
|
13F-HR |
5/5/2023, 03:12 PM |
| Q4 2022 |
126 |
$441M |
+$79.4M |
-$52.2M |
+$27.1M |
SPLG, PTLC, ESGU, DFCF, IUSB
|
13F-HR |
2/13/2023, 04:39 PM |
| Q3 2022 |
111 |
$388M |
$0 |
$0 |
|
PTLC, SPLG, ESGU, GOVT, IUSB
|
New Holdings |
11/2/2022, 11:07 AM |
| Q3 2022 |
227 |
$388M |
$0 |
$0 |
|
PTLC, SPLG, ESGU, GOVT, IUSB
|
13F-HR |
10/31/2022, 10:39 AM |
| Q2 2022 |
206 |
$654M |
+$21.3M |
$0 |
+$21.3M |
SPLG, PTLC, ESGU, VUG, EFV
|
13F-HR |
8/16/2022, 12:01 PM |
| Q1 2022 |
0 |
$0 |
$0 |
$0 |
|
|
13F-HR |
5/27/2022, 12:22 PM |
| Q4 2021 |
213 |
$744M |
+$91M |
-$91.1M |
-$111K |
SPLG, PTLC, ESGU, VUG, EFV
|
13F-HR |
2/14/2022, 04:20 PM |
| Q3 2021 |
199 |
$730M |
+$718M |
-$98M |
+$620M |
PTLC, SPLG, ESGU, VUG, EFV
|
13F-HR |
11/19/2021, 01:01 PM |
| Q2 2021 |
27 |
$110M |
+$103M |
-$621M |
-$518M |
SCHX, SCHG, SCHZ, SCHF, EFA
|
13F-HR |
7/21/2021, 02:51 PM |
| Q4 2020 |
175 |
$628M |
$0 |
$0 |
|
PTLC, SPLG, ESGU, VUG, GOVT
|
13F-HR |
2/11/2021, 10:03 AM |