Q2 2024 |
78 |
$1.7B |
+$238M |
-$66.2M |
+$172M |
IVV, NTSX, LRGF, IWB, IEFA
|
13F-HR |
7/26/2024, 05:06 PM |
Q1 2024 |
85 |
$1.51B |
+$31.9M |
-$50.8M |
-$18.9M |
NTSX, IVV, IWB, IEFA, EFA
|
13F-HR |
4/17/2024, 06:49 PM |
Q4 2023 |
96 |
$1.46B |
+$139M |
-$154M |
-$14.9M |
NTSX, IVV, IWB, IEFA, EFA
|
13F-HR |
1/23/2024, 08:45 PM |
Q3 2023 |
102 |
$1.34B |
+$156M |
-$123M |
+$33.2M |
IVV, NTSX, IWB, IEFA, USFR
|
13F-HR |
10/13/2023, 09:21 PM |
Q2 2023 |
173 |
$1.37B |
+$15.4M |
-$178M |
-$162M |
IVV, NTSX, IWB, IEFA, EFA
|
13F-HR |
8/14/2023, 03:03 PM |
Q1 2023 |
168 |
$1.48B |
+$117M |
-$121M |
-$4.18M |
IVV, NTSX, IEFA, LDUR, IWB
|
13F-HR |
4/25/2023, 04:53 PM |
Q4 2022 |
164 |
$1.4B |
+$208M |
-$123M |
+$85.5M |
IVV, NTSX, LDUR, BIL, IEFA
|
13F-HR |
1/25/2023, 06:19 AM |
Q3 2022 |
150 |
$1.27B |
+$50M |
-$15.8M |
+$34.2M |
IVV, NTSX, LDUR, BIL, SHV
|
13F-HR |
10/24/2022, 04:17 PM |
Q2 2022 |
145 |
$1.35B |
+$263M |
-$106M |
+$157M |
IVV, NTSX, LDUR, BIL, IEFA
|
13F-HR |
8/5/2022, 01:51 PM |
Q1 2022 |
162 |
$1.51B |
+$121M |
-$34.2M |
+$86.9M |
IVV, NTSX, IEFA, IWB, BOND
|
13F-HR |
5/13/2022, 11:16 AM |
Q4 2021 |
164 |
$1.57B |
+$312M |
-$246M |
+$65.9M |
NTSX, IVV, IWB, IEFA, BOND
|
13F-HR |
2/14/2022, 04:01 PM |
Q3 2021 |
147 |
$1.44B |
+$21.6M |
-$76.7M |
-$55.1M |
NTSX, IVV, IEFA, IWB, EFA
|
13F-HR |
10/29/2021, 05:13 PM |
Q2 2021 |
147 |
$1.52B |
+$52.2M |
-$6.79M |
+$45.4M |
NTSX, IVV, IEFA, IWB, EFA
|
13F-HR |
7/29/2021, 04:11 PM |
Q1 2021 |
128 |
$1.38B |
+$36.3M |
-$18M |
+$18.4M |
NTSX, IVV, IEFA, IWB, EFA
|
13F-HR |
5/5/2021, 09:11 PM |
Q4 2020 |
117 |
$1.32B |
+$157M |
-$17.4M |
+$139M |
NTSX, IVV, IEFA, IWB, EFA
|
13F-HR |
2/4/2021, 08:48 AM |
Q3 2020 |
98 |
$1.04B |
+$421M |
-$5.5M |
+$415M |
NTSX, IVV, IEFA, IWB, EFA
|
13F-HR |
11/9/2020, 07:35 PM |
Q2 2020 |
93 |
$681M |
+$267M |
-$209M |
+$57.8M |
NTSX, IWB, SHV, IVV, EEM
|
13F-HR |
8/10/2020, 05:08 PM |
Q1 2020 |
79 |
$573M |
+$407M |
-$161M |
+$246M |
BIL, SHV, AGG, NTSX, MUB
|
13F-HR |
5/1/2020, 05:02 PM |
Q4 2019 |
88 |
$387M |
+$6.03M |
-$13.2M |
-$7.15M |
IWB, EFA, AGG, MUB, MINT
|
13F-HR |
2/11/2020, 06:25 PM |
Q3 2019 |
83 |
$376M |
+$15.1M |
-$7M |
+$8.08M |
IWB, EFA, AGG, MUB, EEM
|
13F-HR |
11/12/2019, 09:27 AM |
Q2 2019 |
79 |
$368M |
+$341M |
-$1.92M |
+$339M |
IWB, EFA, AGG, MUB, MINT
|
13F-HR |
7/25/2019, 05:54 PM |
Q1 2019 |
42 |
$28.4M |
+$4.38M |
-$2.12M |
+$2.26M |
MINT, DGS, AAPL, XOM, AMZN
|
13F-HR |
5/13/2019, 01:34 PM |
Q4 2018 |
74 |
$435M |
+$175M |
-$102M |
+$72.7M |
BIL, SHV, AGG, MUB, EEM
|
13F-HR |
2/11/2019, 06:03 AM |
Q3 2018 |
75 |
$385M |
+$5.57M |
-$7.74M |
-$2.17M |
IWB, SHV, AGG, MUB, DGS
|
13F-HR |
10/31/2018, 05:26 PM |
Q2 2018 |
74 |
$380M |
+$98.1M |
-$94.7M |
+$3.4M |
IWB, SHV, AGG, MUB, DGS
|
13F-HR |
8/10/2018, 11:09 AM |
Q1 2018 |
72 |
$377M |
+$11M |
-$9.02M |
+$1.94M |
IWB, EFA, AGG, MUB, DGS
|
13F-HR |
5/1/2018, 09:11 AM |
Q4 2017 |
71 |
$382M |
+$15.2M |
-$5.86M |
+$9.32M |
IWB, EFA, AGG, MUB, DGS
|
13F-HR |
2/1/2018, 03:22 PM |
Q3 2017 |
66 |
$363M |
+$2.34M |
-$23.9M |
-$21.6M |
IWB, EFA, AGG, MUB, DGS
|
13F-HR |
11/2/2017, 11:44 AM |
Q2 2017 |
67 |
$376M |
+$7.54M |
-$27.8M |
-$20.3M |
IWB, EFA, AGG, MUB, DGS
|
13F-HR |
8/4/2017, 09:57 AM |
Q1 2017 |
78 |
$393M |
+$18.2M |
-$2.71M |
+$15.5M |
IWB, EFA, AGG, MUB, DGS
|
13F-HR |
5/3/2017, 08:33 PM |
Q4 2016 |
72 |
$360M |
+$12.2M |
-$1.04M |
+$11.1M |
IWB, EFA, AGG, MUB, DGS
|
13F-HR |
2/9/2017, 10:44 AM |
Q3 2016 |
68 |
$356M |
+$76.9M |
-$5.11M |
+$71.8M |
IWB, EFA, AGG, MUB, DGS
|
13F-HR |
11/9/2016, 03:42 PM |
Q2 2016 |
74 |
$349M |
+$119M |
-$50.3M |
+$68.4M |
IWB, AGG, SHV, MUB, DGS
|
13F-HR |
8/8/2016, 09:05 AM |
Q1 2016 |
79 |
$278M |
+$88.3M |
-$19.6M |
+$68.6M |
AGG, IWB, DGS, EFA, VNQ
|
13F-HR |
5/12/2016, 12:58 PM |
Q4 2015 |
98 |
$233M |
+$44.6M |
-$11.8M |
+$32.7M |
AGG, DGS, IEFA, EFA, IWB
|
13F-HR |
2/2/2016, 07:47 PM |
Q3 2015 |
100 |
$204M |
+$17.6M |
-$174M |
-$156M |
AGG, DGS, IWB, EFA, VNQ
|
13F-HR |
11/12/2015, 05:07 AM |
Q2 2015 |
179 |
$411M |
+$115M |
-$8.58M |
+$107M |
AGG, IWB, EFA, DGS, VNQ
|
13F-HR |
8/10/2015, 09:49 PM |
Q1 2015 |
179 |
$312M |
+$119M |
-$8.65M |
+$110M |
IWB, EFA, DGS, VNQ, SCZ
|
13F-HR |
5/1/2015, 04:45 PM |
Q4 2014 |
136 |
$201M |
+$7.95M |
-$13M |
-$5.06M |
IWB, DGS, EFA, SCZ, EEM
|
13F-HR |
2/17/2015, 08:50 PM |
Q3 2014 |
131 |
$203M |
+$12.8M |
-$122M |
-$109M |
IWB, DGS, EFA, SCZ, VNQ
|
13F-HR |
11/12/2014, 04:09 PM |
Q2 2014 |
113 |
$328M |
+$5.8M |
-$5.77M |
+$33.2K |
IWB, EFA, SCZ, DGS, VO
|
13F-HR |
8/8/2014, 03:35 PM |
Q1 2014 |
127 |
$325M |
+$4.78M |
-$3.34M |
+$1.44M |
IWB, EFA, SCZ, DGS, VO
|
13F-HR |
5/2/2014, 06:57 AM |
Q4 2013 |
124 |
$324M |
|
|
|
IWB, EFA, SCZ, DGS, VO
|
13F-HR |
2/7/2014, 12:28 PM |