Q2 2024 |
50 |
$2.18B |
+$418M |
-$142M |
+$276M |
VOO, VT, VTIP, VEA, VTI
|
13F-HR |
8/14/2024, 04:18 PM |
Q1 2024 |
51 |
$1.87B |
+$164M |
-$83.7M |
+$79.9M |
VOO, VT, VEA, IVV, VTI
|
13F-HR |
5/14/2024, 02:47 PM |
Q4 2023 |
57 |
$1.68B |
+$186M |
-$147M |
+$39.4M |
VOO, VT, VEA, IVV, VTI
|
13F-HR |
2/14/2024, 11:05 AM |
Q3 2023 |
49 |
$1.51B |
+$315M |
-$92.5M |
+$223M |
VOO, VT, VEA, VTI, IVV
|
13F-HR |
11/14/2023, 02:35 PM |
Q2 2023 |
48 |
$1.33B |
+$110M |
-$119M |
-$8.58M |
VOO, VT, VEA, VTI, VWO
|
13F-HR |
8/14/2023, 01:40 PM |
Q1 2023 |
44 |
$1.29B |
+$69.3M |
-$150M |
-$80.8M |
VOO, VT, VEA, AGG, VWO
|
13F-HR |
5/12/2023, 02:51 PM |
Q4 2022 |
42 |
$1.3B |
+$81.8M |
-$76.2M |
+$5.67M |
VOO, VT, VEA, VTI, AGG
|
13F-HR |
2/14/2023, 01:45 PM |
Q3 2022 |
43 |
$1.22B |
+$102M |
-$36.1M |
+$65.9M |
VOO, VT, VEA, AGG, VTIP
|
13F-HR |
11/14/2022, 03:32 PM |
Q2 2022 |
44 |
$1.25B |
+$86M |
-$96.8M |
-$10.8M |
VOO, VT, VEA, AGG, VWO
|
Restatement |
12/20/2022, 05:43 PM |
Q1 2022 |
42 |
$1.51B |
+$310M |
-$30.6M |
+$280M |
VOO, VT, VEA, VTI, AGG
|
Restatement |
12/20/2022, 05:41 PM |
Q4 2021 |
44 |
$1.33B |
+$164M |
-$26.4M |
+$138M |
VOO, VT, VTI, VUG, IVV
|
Restatement |
12/20/2022, 05:37 PM |
Q3 2021 |
49 |
$1.15B |
+$58.2M |
-$87.5M |
-$29.3M |
VOO, VT, VTI, VUG, IVV
|
Restatement |
12/20/2022, 06:34 PM |
Q2 2021 |
44 |
$1.19B |
+$88.4M |
-$239M |
-$151M |
VOO, VT, VWO, VTI, VEA
|
13F-HR |
8/13/2021, 03:11 PM |
Q1 2021 |
49 |
$1.28B |
+$150M |
-$137M |
+$13.3M |
VT, VOO, TLH, VEA, VTI
|
13F-HR |
5/7/2021, 10:39 AM |
Q4 2020 |
45 |
$1.23B |
+$162M |
-$52.1M |
+$110M |
VT, VOO, VEA, TLH, VWO
|
13F-HR |
2/16/2021, 07:09 AM |
Q3 2020 |
57 |
$1.04B |
+$90.6M |
-$77.7M |
+$12.8M |
VT, VOO, VEA, VWO, VUG
|
13F-HR |
11/13/2020, 02:32 PM |
Q2 2020 |
40 |
$996M |
+$119M |
-$350M |
-$231M |
VT, VOO, VEA, GLD, IVV
|
13F-HR |
8/12/2020, 02:51 PM |
Q1 2020 |
36 |
$1.06B |
+$388M |
-$59.1M |
+$329M |
VT, VOO, VEA, IVV, GLD
|
13F-HR |
5/13/2020, 03:17 PM |
Q4 2019 |
41 |
$874M |
+$48.6M |
-$129M |
-$80.3M |
VEA, VT, VOO, GLD, IVV
|
13F-HR |
2/10/2020, 05:23 PM |
Q3 2019 |
37 |
$890M |
+$87.8M |
-$44.6M |
+$43.3M |
VEA, VT, GLD, VOO, IVV
|
13F-HR |
11/12/2019, 03:25 PM |
Q2 2019 |
33 |
$864M |
+$29.6M |
-$95.7M |
-$66.1M |
VEA, VT, GLD, VOO, IVV
|
13F-HR |
8/9/2019, 02:06 PM |
Q1 2019 |
32 |
$899M |
+$87.4M |
-$77.5M |
+$9.88M |
VEA, VT, VOO, IVV, GLD
|
13F-HR |
5/13/2019, 02:22 PM |
Q4 2018 |
33 |
$817M |
+$146M |
-$49.7M |
+$95.8M |
VEA, VT, VOO, GLD, VUG
|
13F-HR |
2/14/2019, 02:03 PM |
Q3 2018 |
28 |
$805M |
+$60.6M |
-$161M |
-$100M |
VEA, VT, VOO, GLD, VUG
|
13F-HR |
11/13/2018, 10:30 AM |
Q2 2018 |
27 |
$890M |
+$339M |
-$5.92M |
+$333M |
VEA, VT, VOO, AGG, GLD
|
13F-HR |
8/13/2018, 03:42 PM |
Q1 2018 |
27 |
$569M |
+$63.1M |
-$42M |
+$21.1M |
VEA, GLD, VOO, VT, VWO
|
13F-HR |
5/14/2018, 12:23 PM |
Q4 2017 |
32 |
$929M |
+$115M |
-$21.5M |
+$93.3M |
IEI, VCSH, VEA, GLD, VOO
|
13F-HR |
2/8/2018, 02:10 PM |
Q3 2017 |
35 |
$830M |
+$213M |
-$21.4M |
+$191M |
IEI, VCSH, GLD, VEA, VOO
|
13F-HR |
11/13/2017, 09:40 AM |
Q2 2017 |
33 |
$633M |
+$70.7M |
-$21M |
+$49.7M |
IEI, VCSH, VOO, GLD, VMBS
|
13F-HR |
8/9/2017, 04:05 PM |
Q1 2017 |
32 |
$597M |
+$239M |
-$102M |
+$137M |
IEI, VCSH, GLD, VOO, VMBS
|
13F-HR |
5/12/2017, 12:23 PM |
Q4 2016 |
30 |
$476M |
+$47.1M |
-$19.8M |
+$27.3M |
VCIT, IEI, VOO, VMBS, HEDJ
|
13F-HR |
2/13/2017, 01:29 PM |
Q3 2016 |
28 |
$474M |
+$87.2M |
-$52.5M |
+$34.7M |
VCIT, IEI, VOO, VMBS, HEDJ
|
13F-HR |
11/14/2016, 01:40 PM |
Q2 2016 |
28 |
$429M |
+$243M |
-$16.4M |
+$227M |
VCIT, VOO, VWO, IEI, SPY
|
13F-HR |
8/15/2016, 10:49 AM |
Q1 2016 |
22 |
$210M |
+$43.1M |
-$31.5M |
+$11.6M |
VWO, VT, VOO, DBEF, GNR
|
13F-HR |
5/6/2016, 04:55 PM |
Q4 2015 |
18 |
$191M |
+$40.3M |
-$3.97M |
+$36.4M |
LQD, VWO, VT, DBEF, GNR
|
13F-HR |
2/11/2016, 04:52 PM |
Q3 2015 |
17 |
$171M |
+$43.9M |
-$54.4M |
-$10.6M |
LQD, VWO, VT, GLD, DBEF
|
13F-HR |
11/12/2015, 08:45 AM |
Q2 2015 |
16 |
$207M |
+$3.2M |
-$5.8M |
-$2.61M |
AGG, VWO, LQD, GNR, DBEF
|
13F-HR |
8/4/2015, 03:58 PM |
Q1 2015 |
17 |
$216M |
+$20.8M |
-$3.79M |
+$17M |
AGG, VWO, LQD, GNR, DBEF
|
13F-HR |
5/8/2015, 10:32 AM |
Q4 2014 |
15 |
$198M |
+$53.1M |
-$24.8M |
+$28.4M |
AGG, VWO, LQD, GNR, GLD
|
13F-HR |
2/11/2015, 12:48 PM |
Q3 2014 |
13 |
$170M |
+$2.23M |
-$27.9M |
-$25.6M |
AGG, VWO, LQD, VEA, IVV
|
13F-HR |
11/13/2014, 01:58 PM |
Q2 2014 |
13 |
$201M |
+$51.2M |
-$12.7M |
+$38.5M |
AGG, VWO, LQD, VEA, GLD
|
13F-HR |
8/11/2014, 06:57 PM |
Q1 2014 |
13 |
$168M |
+$42.5M |
-$60.2M |
-$17.7M |
VWO, LQD, VEA, AGG, IVV
|
13F-HR |
5/12/2014, 06:20 PM |
Q4 2013 |
13 |
$194M |
|
|
|
VWO, EFA, VEA, SPY, IVV
|
13F-HR |
2/13/2014, 04:04 PM |