| Q1 2024 |
33 |
$809M |
+$27.6M |
-$75.1M |
-$47.5M |
VTI, IEI, VEA, IAU, VGIT, FNDX |
13F-HR |
5/8/2024, 01:07 PM |
| Q4 2023 |
32 |
$817M |
+$241M |
-$64.5M |
+$176M |
VTI, IEI, VEA, IEF, VGIT, IAU |
13F-HR |
2/7/2024, 05:53 PM |
| Q3 2023 |
31 |
$590M |
+$59.1M |
-$144M |
-$85M |
IEI, VTI, VEA, FNDX, IAU, QQQ |
13F-HR |
10/31/2023, 04:45 PM |
| Q2 2023 |
29 |
$699M |
+$109M |
-$22M |
+$87.3M |
IEI, VTI, VEA, FNDX, VIGI, IAU |
13F-HR |
8/4/2023, 02:51 PM |
| Q1 2023 |
33 |
$688M |
+$66.9M |
-$38.6M |
+$28.3M |
IEI, VTI, VEA, QQQ, IAU, IJK |
13F-HR |
5/1/2023, 06:23 PM |
| Q4 2022 |
32 |
$668M |
+$95.2M |
-$140M |
-$44.8M |
IEI, VTI, VEA, XLV, XLE, VIGI |
13F-HR |
2/6/2023, 05:34 PM |
| Q3 2022 |
29 |
$662M |
+$71.4M |
-$86.5M |
-$15.1M |
IEI, VTI, VEA, VGIT, AGG, XLV |
13F-HR |
11/2/2022, 01:24 PM |
| Q2 2022 |
30 |
$741M |
+$268M |
-$53.1M |
+$215M |
IEI, VTI, AGG, VGIT, VEA, QUAL |
13F-HR |
7/22/2022, 01:09 PM |
| Q1 2022 |
30 |
$666M |
+$265M |
-$95M |
+$170M |
IEI, VTI, QUAL, VIGI, VEA, IAUXXXX |
13F-HR |
5/10/2022, 02:10 PM |
| Q4 2021 |
27 |
$603M |
+$29.5M |
-$24.2M |
+$5.24M |
VTI, QUAL, IXUS, VIGI, QQQ, IAUXXXX |
13F-HR |
2/2/2022, 01:29 PM |
| Q3 2021 |
23 |
$563M |
+$48.5M |
-$37.3M |
+$11.2M |
VTI, QUAL, IXUS, VEU, VIGI, QQQ |
13F-HR |
11/10/2021, 10:50 AM |
| Q2 2021 |
22 |
$559M |
+$45.7M |
-$31.8M |
+$13.9M |
VTI, IXUS, VEU, QUAL, IWV, IAUXXXX |
13F-HR |
7/30/2021, 08:09 PM |
| Q1 2021 |
21 |
$503M |
+$45.4M |
-$21.8M |
+$23.6M |
VTI, IXUS, VEU, QUAL, IWV, GLD |
13F-HR |
4/28/2021, 06:12 PM |
| Q4 2020 |
19 |
$476M |
+$64.7M |
-$76.4M |
-$11.8M |
VTI, IXUS, VEU, QUAL, IWV, GLD |
13F-HR |
2/5/2021, 04:21 PM |
| Q3 2020 |
18 |
$438M |
+$63.8M |
-$3.1M |
+$60.7M |
VTI, IXUS, QUAL, VIGI, VEU, GLD |
13F-HR |
10/15/2020, 06:01 PM |
| Q2 2020 |
16 |
$353M |
+$59.5M |
-$27.5M |
+$32M |
VTI, IXUS, QUAL, VIGI, VEU, IWV |
13F-HR |
8/7/2020, 09:39 AM |
| Q1 2020 |
19 |
$485M |
+$208M |
-$104M |
+$104M |
IEI, VTI, SHY, QUAL, IEF, IXUS |
13F-HR |
4/24/2020, 01:37 PM |
| Q4 2019 |
19 |
$520M |
+$44.6M |
-$6.72M |
+$37.8M |
VTI, IEI, VEU, IWV, EFV, VXUS |
13F-HR |
2/4/2020, 04:08 PM |
| Q3 2019 |
18 |
$459M |
+$75.6M |
-$28.4M |
+$47.3M |
IEI, VTI, VEU, IWV, VNQ, EFV |
13F-HR |
11/12/2019, 08:38 AM |
| Q2 2019 |
14 |
$415M |
+$87M |
-$70M |
+$17M |
VTI, IEI, VEU, IWV, EFAV, VNQ |
13F-HR |
7/26/2019, 04:22 PM |
| Q1 2019 |
15 |
$426M |
+$19.6M |
-$27.9M |
-$8.28M |
VTI, VEU, SHY, IWV, VXUS, VNQ |
13F-HR |
4/24/2019, 03:40 PM |
| Q4 2018 |
15 |
$399M |
+$93.4M |
-$10.8M |
+$82.6M |
VTI, VEU, SHY, IWV, VXUS, VNQ |
13F-HR |
2/7/2019, 06:58 AM |
| Q3 2018 |
10 |
$354M |
+$3.75M |
-$3.25M |
+$498K |
VTI, VEU, SHY, IWV, VNQ, VXUS |
13F-HR |
10/25/2018, 10:44 AM |
| Q2 2018 |
9 |
$343M |
+$68.2M |
-$48.5M |
+$19.6M |
VTI, VEU, SHY, IWV, VNQ, VXUS |
13F-HR |
8/3/2018, 01:53 PM |
| Q1 2018 |
11 |
$324M |
+$20.6M |
-$9.62M |
+$11M |
VEU, VTI, IWV, IEI, VNQ, VXUS |
13F-HR |
4/23/2018, 06:01 PM |
| Q4 2017 |
10 |
$318M |
+$958K |
-$9.36M |
-$8.4M |
VEU, VTI, IWV, IEI, VNQ, VXUS |
13F-HR |
2/5/2018, 05:06 PM |
| Q3 2017 |
10 |
$315M |
+$210K |
-$24.3M |
-$24.1M |
VEU, VTI, IEI, IWV, VNQ, VXUS |
13F-HR |
11/2/2017, 05:26 PM |
| Q2 2017 |
10 |
$327M |
+$8.53M |
-$118K |
+$8.41M |
VEU, VTI, IWV, IEI, VNQ, VXUS |
13F-HR |
7/18/2017, 04:42 PM |
| Q1 2017 |
10 |
$309M |
+$73.3M |
-$11.9M |
+$61.4M |
VEU, VTI, IWV, IEI, VNQ, VXUS |
13F-HR |
5/9/2017, 04:55 PM |
| Q4 2016 |
13 |
$290M |
+$53.4M |
-$5.25M |
+$48.2M |
VEU, VTI, IEI, IWV, VNQ, QUAL |
13F-HR |
2/6/2017, 03:39 PM |
| Q3 2016 |
12 |
$278M |
+$25.6M |
-$23.2M |
+$2.35M |
VEU, VTI, IEF, GLD, VNQ, QUAL |
13F-HR |
11/2/2016, 03:41 PM |
| Q2 2016 |
11 |
$271M |
+$3.81M |
-$23.8M |
-$20M |
VEU, IEI, VTI, IEF, QUAL, VNQ |
13F-HR |
7/18/2016, 09:30 PM |
| Q1 2016 |
12 |
$291M |
+$97.5M |
-$61M |
+$36.6M |
VEU, VTI, IEI, QUAL, IEF, VNQ |
13F-HR |
5/5/2016, 11:08 AM |
| Q4 2015 |
10 |
$252M |
+$54.4M |
-$30.8M |
+$23.7M |
IWV, VEU, IEI, IEF, VNQ, GLD |
13F-HR |
2/5/2016, 05:56 PM |
| Q3 2015 |
9 |
$239M |
+$32.3M |
-$5.1M |
+$27.2M |
IWV, VEU, IEI, GLD, VNQ, DBEF |
13F-HR |
11/2/2015, 07:20 PM |
| Q2 2015 |
9 |
$228M |
+$25.4M |
-$1.09M |
+$24.3M |
IWV, VEU, IEI, VNQ, GLD, SCHF |
13F-HR |
7/27/2015, 08:26 PM |
| Q1 2015 |
8 |
$207M |
+$43.8M |
-$164K |
+$43.7M |
IWV, VEU, IEI, VNQ, GLD, SCHF |
13F-HR |
5/4/2015, 07:29 PM |
| Q4 2014 |
6 |
$159M |
+$23.5M |
-$14.5M |
+$9M |
IWV, VEU, VNQ, GLD, SCHF, IAUXXXX |
13F-HR |
1/20/2015, 06:15 PM |
| Q3 2014 |
5 |
$148M |
+$52M |
|
+$52M |
IWV, VEU, GLD, VNQ, IAUXXXX |
13F-HR |
10/17/2014, 04:03 PM |
| Q2 2014 |
5 |
$103M |
+$13.1M |
|
+$13.1M |
VEU, GLD, VNQ, IAUXXXX, IWV |
13F-HR |
7/28/2014, 03:42 PM |
| Q1 2014 |
6 |
$94.4M |
+$10.9M |
-$34.5M |
-$23.6M |
VEU, GLD, VNQ, IEI, IAUXXXX, IWV |
13F-HR |
4/23/2014, 07:07 PM |
| Q4 2013 |
6 |
$122M |
|
|
|
VEU, IWV, GLD, VNQ, TLT, IAUXXXX |
13F-HR |
1/23/2014, 06:30 PM |