Q3 2024 |
276 |
$1.15B |
+$48.7M |
-$60.6M |
-$11.9M |
SCHX, JPSE, BLV, USHY, SPMD
|
13F-HR |
10/18/2024, 07:09 PM |
Q2 2024 |
267 |
$1.08B |
+$1.06B |
-$164M |
+$899M |
SCHX, IVE, JPSE, BLV, TSLA
|
13F-HR |
8/6/2024, 02:45 PM |
Q1 2024 |
46 |
$185M |
+$165M |
-$1B |
-$838M |
MSFT, AIG, APH, AMZN, MA
|
13F-HR |
4/17/2024, 06:58 PM |
Q4 2023 |
315 |
$1.02B |
+$379M |
-$98.1M |
+$281M |
SCHX, USHY, TSLA, JPSE, BLV
|
13F-HR |
2/13/2024, 11:11 AM |
Q3 2023 |
275 |
$678M |
+$105M |
-$261M |
-$157M |
USHY, JPSE, BLV, IVE, TSLA
|
13F-HR |
10/10/2023, 07:25 PM |
Q2 2023 |
283 |
$861M |
+$25M |
-$5.86M |
+$19.1M |
SCHX, AGG, USHY, JPSE, IVE
|
13F-HR |
7/28/2023, 05:52 PM |
Q1 2023 |
262 |
$802M |
+$180M |
-$104M |
+$75.8M |
SCHX, AGG, USHY, JPSE, IVE
|
13F-HR |
5/12/2023, 04:23 PM |
Q4 2022 |
237 |
$695M |
+$226M |
-$150M |
+$76.3M |
SCHX, SGOV, AGG, JPSE, IVE
|
13F-HR |
2/13/2023, 06:15 PM |
Q3 2022 |
228 |
$588M |
+$147M |
-$83.2M |
+$64M |
SCHX, SGOV, STPZ, IVE, SPMD
|
13F-HR |
11/14/2022, 03:53 PM |
Q2 2022 |
186 |
$548M |
+$144M |
-$143M |
+$523K |
SCHX, STIP, SGOV, PTLC, IVE
|
13F-HR |
7/8/2022, 01:45 PM |
Q1 2022 |
206 |
$620M |
+$167M |
-$95.3M |
+$71.3M |
SCHX, PTBD, PTLC, BND, STIP
|
13F-HR |
5/6/2022, 01:51 PM |
Q4 2021 |
215 |
$649M |
+$91.5M |
-$86.1M |
+$5.35M |
SCHX, PTBD, RSP, BND, STIP
|
13F-HR |
2/7/2022, 04:17 PM |
Q3 2021 |
229 |
$614M |
+$56.1M |
-$107M |
-$50.4M |
SCHX, PTBD, RSP, HYEM, STIP
|
13F-HR |
11/9/2021, 01:21 PM |
Q2 2021 |
244 |
$674M |
+$185M |
-$128M |
+$56.4M |
SCHX, PTBD, RSP, HYEM, STIP
|
13F-HR |
8/11/2021, 02:35 PM |
Q1 2021 |
233 |
$587M |
$0 |
$0 |
|
SCHX, ISTB, SPEM, RSP, JNK
|
13F-HR |
5/14/2021, 02:43 PM |