| Q1 2024 |
1,898 |
$30.8B |
+$3.54B |
-$2.49B |
+$1.05B |
MGK, MGV, VOO, VBR, SHY, MSFT |
13F-HR |
5/6/2024, 06:24 PM |
| Q4 2023 |
1,829 |
$27.7B |
+$3.1B |
-$2.75B |
+$352M |
MGK, VOO, MGV, VBR, HYG, SSO |
13F-HR |
2/9/2024, 01:13 PM |
| Q3 2023 |
1,735 |
$25B |
+$2.83B |
-$2.3B |
+$527M |
MGK, VOO, MGV, SHY, HYG, VBR |
13F-HR |
10/27/2023, 02:44 PM |
| Q2 2023 |
1,554 |
$25.5B |
+$3.64B |
-$3.18B |
+$454M |
MGK, VOO, MGV, HYG, LQD, VBR |
13F-HR |
8/11/2023, 02:42 PM |
| Q1 2023 |
1,577 |
$24.2B |
+$3.46B |
-$3.31B |
+$145M |
MGK, MGV, VOO, SHY, LQD, TLT |
13F-HR |
5/5/2023, 01:05 PM |
| Q4 2022 |
1,576 |
$23.1B |
+$3.57B |
-$3.1B |
+$466M |
MGV, MGK, VOO, HYG, BIL, VBR |
13F-HR |
2/10/2023, 12:58 PM |
| Q3 2022 |
1,447 |
$21.4B |
+$2.44B |
-$2B |
+$434M |
MGK, SHY, VOO, MGV, BIL, VBR |
13F-HR |
11/1/2022, 02:29 PM |
| Q2 2022 |
1,416 |
$22.3B |
+$2.76B |
-$1.41B |
+$1.34B |
SHY, VOO, MGK, MGV, BIL, VBR |
13F-HR |
8/3/2022, 09:55 AM |
| Q1 2022 |
1,470 |
$23.8B |
+$4.42B |
-$3.43B |
+$984M |
VOO, MGK, SHY, MGV, BIL, VBR |
13F-HR |
5/12/2022, 05:58 PM |
| Q4 2021 |
1,429 |
$24.3B |
+$3.45B |
-$2.42B |
+$1.03B |
VOO, MGK, MGV, LQD, IEFA, TLT |
13F-HR |
2/14/2022, 11:38 AM |
| Q3 2021 |
1,316 |
$22.3B |
+$3.7B |
-$2.6B |
+$1.1B |
VOO, MGK, MGV, LQD, IEFA, TLT |
13F-HR |
11/12/2021, 12:03 PM |
| Q2 2021 |
1,253 |
$21.6B |
+$5.53B |
-$4.05B |
+$1.49B |
VOO, MGK, MGV, IEFA, LQD, VBR |
13F-HR |
8/16/2021, 01:29 PM |
| Q1 2021 |
1,237 |
$19.4B |
+$3.42B |
-$2.45B |
+$966M |
VOO, MGK, MGV, IEFA, SHY, VBR |
13F-HR |
5/14/2021, 11:06 AM |
| Q4 2020 |
1,304 |
$17.9B |
+$2.48B |
-$1.4B |
+$1.08B |
VOO, MGK, MGV, IEF, IEFA, IEMG |
13F-HR |
2/10/2021, 11:31 AM |
| Q3 2020 |
1,211 |
$15.4B |
+$3.8B |
-$2.75B |
+$1.05B |
VOO, MGK, MGV, IEFA, LQD, JNK |
13F-HR |
11/13/2020, 02:13 PM |
| Q2 2020 |
1,158 |
$14B |
+$4.03B |
-$3.26B |
+$765M |
IEF, VOO, BIL, MGK, SPTI, MGV |
13F-HR |
8/11/2020, 02:52 PM |
| Q1 2020 |
1,261 |
$11.7B |
+$2.67B |
-$1.71B |
+$960M |
VOO, SHY, BIL, MGK, MGV, JNK |
13F-HR |
5/12/2020, 11:27 AM |
| Q4 2019 |
1,314 |
$13.2B |
+$2.22B |
-$1.42B |
+$807M |
VOO, MGK, MGV, IEFA, JNK, SPY |
13F-HR |
2/10/2020, 06:10 PM |
| Q3 2019 |
1,253 |
$11.9B |
+$2.28B |
-$2.32B |
-$34.6M |
VOO, IEFA, JNK, MGV, MGK, SPY |
13F-HR |
11/13/2019, 10:47 AM |
| Q2 2019 |
1,230 |
$12.3B |
+$2.73B |
-$1.44B |
+$1.29B |
IEF, VOO, IEFA, SPY, MGV, MGK |
13F-HR |
8/14/2019, 12:59 PM |
| Q1 2019 |
1,229 |
$11.1B |
+$2.11B |
-$2.18B |
-$63.8M |
VOO, IEF, IEFA, SPY, SHY, JNKXXXX |
13F-HR |
5/14/2019, 04:34 PM |
| Q4 2018 |
1,303 |
$10.4B |
+$2.82B |
-$2.06B |
+$765M |
VOO, BIL, IEFA, SHY, SPY, VTV |
13F-HR |
2/13/2019, 11:41 AM |
| Q3 2018 |
1,329 |
$11B |
+$1.6B |
-$1.02B |
+$581M |
VOO, SPY, IEFA, HYG, VUG, VTV |
13F-HR |
11/13/2018, 03:43 PM |
| Q2 2018 |
1,324 |
$10.2B |
+$1.68B |
-$1.03B |
+$644M |
VOO, SPY, IEFA, HYG, VUG, JNKXXXX |
13F-HR |
8/1/2018, 01:54 PM |
| Q1 2018 |
1,326 |
$9.66B |
+$1.61B |
-$1.47B |
+$132M |
VOO, SPY, IEFA, VUG, JNKXXXX, VTV |
13F-HR |
5/15/2018, 08:09 PM |
| Q4 2017 |
1,610 |
$9.7B |
+$1.55B |
-$936M |
+$618M |
VOO, JNKXXXX, HYG, SPY, VTV, IEFA |
13F-HR |
2/13/2018, 11:44 AM |
| Q3 2017 |
1,346 |
$8.6B |
+$2.16B |
-$1.54B |
+$615M |
VOO, JNKXXXX, HYG, SPY, VTV, IEFA |
13F-HR |
11/8/2017, 04:11 PM |
| Q2 2017 |
1,286 |
$7.95B |
+$1.39B |
-$953M |
+$441M |
VOO, SPY, JNKXXXX, HYG, VTV, VEA |
13F-HR |
8/14/2017, 07:26 PM |
| Q1 2017 |
1,189 |
$7.61B |
+$1.81B |
-$1.03B |
+$782M |
VOO, HYG, SPY, JNKXXXX, IGIB, VTV |
RESTATEMENT |
9/14/2017, 08:15 PM |
| Q4 2016 |
1,182 |
$6.8B |
+$1.29B |
-$838M |
+$455M |
VOO, SPY, HYG, JNKXXXX, VTV, IGIB |
RESTATEMENT |
9/14/2017, 08:06 PM |
| Q3 2016 |
1,164 |
$6.57B |
+$1.72B |
-$1.14B |
+$577M |
VOO, SPY, FLOT, IGIB, JNKXXXX, VTV |
RESTATEMENT |
9/14/2017, 07:57 PM |
| Q2 2016 |
1,127 |
$5.93B |
+$1.32B |
-$1.19B |
+$124M |
VOO, SPY, JNKXXXX, VTV, VEA, IYH |
RESTATEMENT |
9/14/2017, 07:44 PM |
| Q1 2016 |
1,111 |
$5.73B |
+$1.94B |
-$1.43B |
+$515M |
VOO, SPY, AGG, PFF, JNKXXXX, VTV |
RESTATEMENT |
9/14/2017, 07:36 PM |
| Q4 2015 |
1,216 |
$5.4B |
+$1.46B |
-$827M |
+$630M |
SPY, MBB, VOO, IGIB, IYC, IWB |
RESTATEMENT |
9/14/2017, 07:12 PM |
| Q3 2015 |
659 |
$4.79B |
|
|
|
SPY, MBB, SHY, BSV, AGZ, PFF |
NEW HOLDINGS |
1/5/2016, 10:42 AM |
| Q3 2015 |
659 |
$4.79B |
+$1.62B |
-$1.08B |
+$540M |
SPY, MBB, SHY, BSV, AGZ, PFF |
13F-HR |
11/9/2015, 04:56 PM |
| Q2 2015 |
609 |
$4.74B |
+$1.44B |
-$1.16B |
+$288M |
SPY, MBB, VTI, VEA, VGK, VWO |
13F-HR |
8/13/2015, 04:06 PM |
| Q1 2015 |
452 |
$4.69B |
+$1.54B |
-$1.27B |
+$271M |
SPY, BSV, VGK, BND, VCSH, IGIB |
13F-HR |
5/12/2015, 04:56 PM |
| Q4 2014 |
464 |
$4.6B |
+$1.31B |
-$884M |
+$430M |
SPY, SHV, EEM, EZU, VGK, MBB |
13F-HR |
2/3/2015, 11:13 AM |
| Q3 2014 |
442 |
$4.33B |
+$836M |
-$1.04B |
-$203M |
SPY, MBB, EEM, IEF, EZU, XLP |
13F-HR |
11/10/2014, 08:51 AM |
| Q2 2014 |
467 |
$4.69B |
+$1.32B |
-$851M |
+$471M |
SPY, VGK, EEM, HYS, IEF, SPDW |
13F-HR |
8/12/2014, 04:36 PM |
| Q1 2014 |
393 |
$4.1B |
+$666M |
-$666M |
-$145K |
SPY, VGK, SHV, FLOT, XLB, IYE |
13F-HR |
5/6/2014, 03:38 PM |
| Q4 2013 |
390 |
$4.22B |
+$745M |
-$473M |
+$272M |
SPY, FLOT, VGK, VQT, EEM, SHV |
13F-HR |
2/11/2014, 01:05 PM |
| Q3 2013 |
367 |
$1.42B |
|
|
|
VQT, SPAB, XLB, SPDW, USIG, XLY |
RESTATEMENT |
2/11/2014, 01:03 PM |