Q2 2019 |
102 |
$347M |
+$36.2M |
-$7.44M |
+$28.8M |
VTI, RSP, VOO, VEA, ACWX
|
13F-HR |
8/7/2019, 02:58 PM |
Q1 2019 |
102 |
$312M |
+$25.8M |
-$4.17M |
+$21.6M |
VTI, RSP, VOO, VEA, ACWX
|
13F-HR |
5/9/2019, 12:33 PM |
Q4 2018 |
94 |
$270M |
+$30M |
-$31.7M |
-$1.72M |
VTI, RSP, VOO, VEA, ACWX
|
13F-HR |
2/5/2019, 11:35 AM |
Q3 2018 |
102 |
$319M |
+$16.6M |
-$4.98M |
+$11.6M |
VTI, RSP, IXUS, VEA, VOO
|
13F-HR |
10/10/2018, 01:18 PM |
Q2 2018 |
102 |
$298M |
+$110M |
-$2.52M |
+$107M |
VTI, IXUS, RSP, VEA, PDBC
|
13F-HR |
7/17/2018, 12:17 PM |
Q1 2018 |
87 |
$257M |
+$52.2M |
-$8.87M |
+$43.3M |
IXUS, RSPXXXX, VTI, VEA, PDBCXXXX
|
13F-HR |
4/12/2018, 09:38 AM |
Q4 2017 |
88 |
$265M |
+$4.94M |
-$2.44M |
+$2.5M |
HEFA, RSPXXXX, VTI, VEA, VOO
|
13F-HR |
1/11/2018, 07:11 AM |
Q3 2017 |
87 |
$255M |
+$12.1M |
-$9.91M |
+$2.16M |
HEFA, RSPXXXX, VEA, VTI, VOO
|
13F-HR |
10/17/2017, 09:30 AM |
Q2 2017 |
88 |
$248M |
+$19.6M |
-$14.7M |
+$4.86M |
HEFA, RSPXXXX, VOO, VTI, VEA
|
13F-HR |
7/12/2017, 01:07 PM |
Q1 2017 |
90 |
$241M |
+$41.1M |
-$38.2M |
+$2.97M |
HEFA, RSPXXXX, MINT, VOO, VTI
|
13F-HR |
4/17/2017, 09:05 AM |
Q4 2016 |
88 |
$228M |
+$7.07M |
-$4.63M |
+$2.44M |
EWMCXXXX, VOO, RSPXXXX, HEFA, VTI
|
13F-HR |
1/12/2017, 10:00 AM |
Q3 2016 |
86 |
$219M |
+$13.1M |
-$3.84M |
+$9.24M |
VOO, EWMCXXXX, RSPXXXX, HEFA, VTI
|
13F-HR |
11/30/2016, 09:22 AM |
Q2 2016 |
86 |
$214M |
+$6.38M |
-$12.2M |
-$5.85M |
VOO, EWMCXXXX, RSPXXXX, HEFA, VTI
|
13F-HR |
7/13/2016, 02:27 PM |
Q1 2016 |
83 |
$215M |
+$34.2M |
-$13.2M |
+$21M |
VOO, RSPXXXX, EWMCXXXX, HEFA, MINT
|
13F-HR |
5/13/2016, 10:32 AM |
Q4 2015 |
87 |
$220M |
+$20.3M |
-$12.6M |
+$7.73M |
VTI, VOO, EWRI, HEFA, EWMCXXXX
|
13F-HR |
2/11/2016, 10:55 AM |
Q3 2015 |
72 |
$212M |
|
|
|
EWRI, VOO, VTI, HEFA, HEZU
|
13F-HR |
11/4/2015, 09:19 AM |
Q2 2015 |
78 |
$223M |
+$10.6M |
-$8.52M |
+$2.12M |
EWRI, VOO, VTI, HEFA, HEZU
|
13F-HR |
7/24/2015, 12:21 PM |
Q1 2015 |
83 |
$227M |
+$44.5M |
-$11.5M |
+$33M |
EWRI, EWMCXXXX, HEZU, VOO, HEFA
|
13F-HR |
5/12/2015, 01:46 PM |
Q4 2014 |
76 |
$196M |
+$22.4M |
-$6.9M |
+$15.5M |
EWRI, EWMCXXXX, FEZ, HEZU, VNQ
|
13F-HR |
2/4/2015, 12:27 PM |
Q3 2014 |
75 |
$199M |
+$6.35M |
-$9.32M |
-$2.97M |
EWRI, FEZ, EWMCXXXX, MDD, VEA
|
13F-HR |
11/7/2014, 10:35 AM |
Q2 2014 |
78 |
$213M |
+$37.1M |
-$13.4M |
+$23.8M |
EWRI, VTI, FEZ, EWMCXXXX, VEA
|
13F-HR |
7/29/2014, 01:02 PM |
Q1 2014 |
80 |
$212M |
+$27.8M |
-$9.65M |
+$18.2M |
EWRI, VTI, FEZ, VEA, DHS
|
13F-HR |
5/9/2014, 10:46 AM |
Q4 2013 |
79 |
$193M |
|
|
|
VTI, EWRI, DHS, FEZ, VEA
|
Restatement |
1/30/2014, 10:55 AM |