Q3 2024 |
71 |
$624M |
+$200M |
-$237M |
-$36.8M |
AGG, ITOT, TLT, USFR, IEFA
|
13F-HR |
11/4/2024, 10:23 AM |
Q2 2024 |
57 |
$327M |
+$198M |
-$169M |
+$29.4M |
ACWI, USFR, VNQ, AVUS, VOO
|
13F-HR |
8/5/2024, 10:56 AM |
Q1 2024 |
57 |
$593M |
+$70.9M |
-$23.2M |
+$47.8M |
AGG, ITOT, TLT, IEFA, USFR
|
13F-HR |
5/14/2024, 01:31 PM |
Q4 2023 |
57 |
$530M |
+$16.7M |
-$6.36M |
+$10.3M |
AGG, ITOT, USFR, TLT, IEFA
|
13F-HR |
2/5/2024, 07:13 PM |
Q3 2023 |
57 |
$484M |
+$1.24M |
-$63.1M |
-$61.8M |
AGG, ITOT, USFR, TLT, IEFA
|
13F-HR |
11/14/2023, 11:39 AM |
Q2 2023 |
56 |
$569M |
+$167M |
-$12.5M |
+$155M |
AGG, ITOT, USFR, IEFA, TLT
|
13F-HR |
11/16/2023, 02:13 PM |
Q1 2023 |
55 |
$405M |
+$16.2M |
-$3.36M |
+$12.9M |
ITOT, AGG, USFR, TLT, IEFA
|
13F-HR |
11/16/2023, 01:31 PM |
Q4 2022 |
55 |
$376M |
+$12.9M |
-$118M |
-$105M |
ITOT, AGG, USFR, TLT, IEFA
|
13F-HR |
11/16/2023, 01:40 PM |
Q3 2022 |
52 |
$460M |
+$40M |
-$14.1M |
+$25.9M |
ITOT, AGG, USFR, IEFA, IEMG
|
13F-HR |
11/16/2023, 02:03 PM |
Q2 2022 |
49 |
$463M |
+$61.7M |
-$29.6M |
+$32.1M |
ITOT, AGG, USFR, IEFA, IEMG
|
13F-HR |
11/16/2023, 01:50 PM |
Q1 2022 |
51 |
$490M |
+$9.99M |
-$17.4M |
-$7.44M |
ITOT, AGG, IEFA, TLT, VNQ
|
13F-HR |
11/16/2023, 01:58 PM |
Q4 2021 |
51 |
$518M |
+$161M |
-$112M |
+$49M |
ITOT, AGG, IEFA, TLT, VNQ
|
13F-HR |
11/16/2023, 01:20 PM |
Q3 2021 |
55 |
$456M |
+$107M |
-$87.5M |
+$19M |
ITOT, AGG, IWB, IEMG, IGSB
|
13F-HR |
11/16/2023, 01:44 PM |
Q2 2021 |
52 |
$441M |
+$15.5M |
-$39.8M |
-$24.3M |
IWB, AGG, ITOT, IGSB, EFA
|
13F-HR |
11/16/2023, 01:46 PM |
Q1 2021 |
52 |
$444M |
+$246M |
-$1.42M |
+$244M |
AGG, IWB, ITOT, IGSB, EFA
|
13F-HR |
11/16/2023, 01:34 PM |
Q4 2020 |
47 |
$193M |
+$25.8M |
-$2.13M |
+$23.7M |
AGG, ITOT, IEMG, VOO, VNQ
|
13F-HR |
11/16/2023, 01:53 PM |
Q3 2020 |
16 |
$155M |
+$16.7M |
-$13.8M |
+$2.96M |
AGG, ITOT, IEMG, XLE, VNQ
|
13F-HR |
11/16/2023, 01:38 PM |
Q2 2020 |
16 |
$149M |
+$10.5M |
-$9.14M |
+$1.32M |
ITOT, AGG, XLE, IEMG, VNQ
|
13F-HR |
11/16/2023, 01:31 PM |
Q1 2020 |
16 |
$129M |
+$5.06M |
-$18.3M |
-$13.2M |
ITOT, AGG, XLE, IEMG, VNQ
|
13F-HR |
11/16/2023, 01:29 PM |
Q4 2019 |
17 |
$169M |
+$2.09M |
-$5.67M |
-$3.58M |
ITOT, AGG, XLE, IEMG, VNQ
|
13F-HR |
11/16/2023, 02:02 PM |
Q3 2019 |
17 |
$166M |
+$4.06M |
-$17.8M |
-$13.7M |
ITOT, AGG, XLE, TLT, VNQ
|
13F-HR |
11/16/2023, 01:37 PM |
Q2 2019 |
17 |
$179M |
+$91.3M |
-$68.1M |
+$23.2M |
ITOT, AGG, XLE, IEMG, TLT
|
13F-HR |
11/16/2023, 01:33 PM |
Q1 2019 |
19 |
$154M |
+$92.1M |
-$86.9M |
+$5.19M |
IXUS, AGG, VNQ, XLE, ITOT
|
13F-HR |
11/16/2023, 01:21 PM |
Q4 2018 |
15 |
$136M |
$0 |
$0 |
|
IXUS, IJH, AGG, IVV, IJR
|
13F-HR |
11/16/2023, 01:15 PM |