Q1 2024 |
692 |
$4.25B |
+$1.46B |
-$76.3M |
+$1.38B |
IVV, VUG, PRF, VIG, VOE, IWB |
13F-HR |
5/15/2024, 04:54 PM |
Q4 2023 |
446 |
$2.67B |
+$353M |
-$205M |
+$148M |
IVV, VUG, PRF, VOE, VIG, IWB |
13F-HR |
2/14/2024, 04:39 PM |
Q3 2023 |
415 |
$2.29B |
+$323M |
-$70.7M |
+$252M |
VUG, PRF, IVV, VOE, IWB, VEA |
13F-HR |
11/14/2023, 05:00 PM |
Q2 2023 |
374 |
$2.28B |
+$346M |
-$76.1M |
+$270M |
PRF, VUG, IVV, VOE, VEA, IWB |
13F-HR |
8/14/2023, 06:58 PM |
Q1 2023 |
296 |
$1.92B |
+$146M |
-$93.6M |
+$52.1M |
PRF, VUG, VOE, IVV, VEA, IWB |
13F-HR |
5/15/2023, 06:02 PM |
Q4 2022 |
276 |
$1.8B |
+$299M |
-$30.6M |
+$268M |
PRF, VOE, VUG, IVV, VEA, MINT |
13F-HR |
2/14/2023, 05:34 PM |
Q3 2022 |
245 |
$1.42B |
+$417M |
-$20.1M |
+$397M |
PRF, VOE, VUG, IWB, VEA, IVV |
13F-HR |
11/14/2022, 08:36 PM |
Q2 2022 |
204 |
$1.09B |
+$122M |
-$24.4M |
+$97.6M |
PRF, VOE, VUG, VEA, VOT, VONE |
13F-HR |
8/15/2022, 05:19 PM |
Q1 2022 |
199 |
$1.13B |
+$27.8M |
-$7.1M |
+$20.8M |
PRF, VUG, VOE, VEA, VOT, VONE |
13F-HR |
5/16/2022, 05:51 PM |
Q4 2021 |
184 |
$1.15B |
+$62.7M |
-$5.43M |
+$57.2M |
PRF, VUG, VOE, VEA, VOT, VONE |
13F-HR |
2/14/2022, 05:27 PM |
Q3 2021 |
199 |
$1.16B |
+$53.1M |
-$4.88M |
+$48.3M |
PRF, VUG, VOE, VOT, VEA, VONE |
13F-HR |
11/12/2021, 05:12 PM |
Q2 2021 |
189 |
$1.07B |
+$36.2M |
-$7.31M |
+$28.9M |
PRF, VUG, VOE, VEA, VOT, VONE |
13F-HR |
8/16/2021, 07:29 PM |
Q1 2021 |
170 |
$998M |
+$37.3M |
-$20M |
+$17.2M |
PRF, VUG, VOE, VEA, VOT, VONE |
13F-HR |
5/21/2021, 05:43 PM |
Q4 2020 |
145 |
$948M |
+$29.1M |
-$7.15M |
+$21.9M |
PRF, VUG, VOE, VOT, VEA, VONE |
13F-HR |
2/12/2021, 05:06 PM |
Q3 2020 |
139 |
$749M |
+$17.5M |
-$7.21M |
+$10.2M |
PRF, VUG, VOE, VOT, VEA, VONE |
13F-HR |
11/2/2020, 12:15 PM |
Q2 2020 |
148 |
$760M |
+$29.8M |
-$18.9M |
+$11M |
PRF, VUG, VOE, VOT, VEA, VONE |
13F-HR |
8/14/2020, 05:59 PM |
Q1 2020 |
145 |
$592M |
+$60.8M |
-$43.9M |
+$16.9M |
PRF, VUG, VOE, VOT, VEA, VONE |
13F-HR |
5/14/2020, 11:56 AM |
Q4 2019 |
139 |
$761M |
+$16.4M |
-$18M |
-$1.5M |
PRF, VUG, VOE, VOT, VONE, VEA |
13F-HR |
2/7/2020, 02:51 PM |
Q3 2019 |
133 |
$697M |
+$30.8M |
-$3.04M |
+$27.8M |
PRF, VUG, VOE, VOT, VONE, VEA |
13F-HR |
11/12/2019, 12:43 PM |
Q2 2019 |
129 |
$671M |
+$13.4M |
-$5.63M |
+$7.79M |
PRF, VUG, VOE, VOT, VONE, VEA |
13F-HR |
8/12/2019, 04:14 PM |
Q1 2019 |
127 |
$646M |
+$17.5M |
-$12.8M |
+$4.72M |
PRF, VUG, VOE, VOT, VONE, VEA |
13F-HR |
5/3/2019, 06:33 PM |
Q4 2018 |
116 |
$573M |
+$112M |
-$77.3M |
+$35.1M |
PRF, VUG, VOE, VONE, VOT, VEA |
13F-HR |
2/12/2019, 04:33 PM |
Q3 2018 |
193 |
$678M |
+$18M |
-$1.84M |
+$16.1M |
PRF, VUG, VOE, VOT, VONE, VEA |
13F-HR |
11/2/2018, 06:39 PM |
Q2 2018 |
188 |
$643M |
+$173M |
-$2.96M |
+$170M |
PRF, VUG, VOE, VOT, VONE, VEA |
13F-HR |
8/2/2018, 02:07 PM |
Q1 2018 |
175 |
$619M |
+$25.4M |
-$64.4M |
-$39M |
PRFXXXX, VOE, VUG, VONE, VOT, VEA |
13F-HR |
5/4/2018, 01:25 PM |
Q4 2017 |
395 |
$701M |
+$239M |
-$11.2M |
+$228M |
PRFXXXX, VOE, VUG, VONE, VOT, VEA |
13F-HR |
2/9/2018, 05:02 PM |
Q3 2017 |
234 |
$461M |
+$93.7M |
-$38.1M |
+$55.6M |
VOE, VUG, VOT, PRFXXXX, AGG, VEA |
13F-HR |
10/30/2017, 02:09 PM |
Q2 2017 |
219 |
$398M |
+$15M |
-$3.34M |
+$11.7M |
AGG, VOE, VOT, VUG, SFBS, VEA |
13F-HR |
7/27/2017, 01:14 PM |
Q1 2017 |
213 |
$380M |
+$109M |
-$8.44M |
+$101M |
AGG, VOE, VOT, VUG, SFBS, VEA |
13F-HR |
5/5/2017, 05:45 PM |
Q4 2016 |
120 |
$269M |
+$33.6M |
-$1.34M |
+$32.3M |
AGG, VOE, VOT, VUG, SFBS, VEA |
13F-HR |
1/24/2017, 03:45 PM |
Q3 2016 |
102 |
$240M |
+$17.7M |
-$3.09M |
+$14.6M |
AGG, VOE, VOT, VUG, VEA, SPAB |
13F-HR |
10/27/2016, 12:18 PM |
Q2 2016 |
89 |
$221M |
+$58.8M |
-$3.04M |
+$55.8M |
AGG, VOE, VOT, VUG, VEA, SFBS |
13F-HR |
7/13/2016, 04:37 PM |
Q1 2016 |
93 |
$163M |
+$11.7M |
-$63.8M |
-$52.1M |
VOE, VOT, VUG, VEA, SFBS, AGG |
13F-HR |
4/20/2016, 02:41 PM |
Q4 2015 |
128 |
$230M |
+$93.4M |
-$3.76M |
+$89.6M |
VOE, VOT, VUG, IWM, AGG, LQD |
13F-HR |
2/8/2016, 02:30 PM |
Q3 2015 |
415 |
$145M |
+$8.95M |
-$14.3M |
-$5.37M |
VOE, VOT, VUG, VEA, VO, SCHR |
13F-HR |
11/2/2015, 02:22 PM |
Q2 2015 |
347 |
$163M |
+$6.51M |
-$38.8M |
-$32.3M |
VOT, VOE, VUG, VOO, VO, VEA |
13F-HR |
8/10/2015, 11:11 AM |
Q1 2015 |
333 |
$198M |
+$5.49M |
-$6.77M |
-$1.28M |
VOT, VOE, VUG, LQD, VOO, VEA |
13F-HR |
5/7/2015, 12:12 PM |
Q4 2014 |
398 |
$199M |
+$38.3M |
-$11.3M |
+$26.9M |
VOT, VOE, VUG, LQD, VOO, VEA |
13F-HR |
1/15/2015, 11:02 AM |
Q3 2014 |
748 |
$185M |
+$8.87M |
-$54.5M |
-$45.6M |
VOT, VOE, VUG, VOO, VO, EFA |
13F-HR |
10/28/2014, 11:41 AM |
Q2 2014 |
709 |
$240M |
+$20.9M |
-$5.6M |
+$15.3M |
VOE, VOT, VUG, VOO, EFA, EEM |
13F-HR |
7/29/2014, 12:03 PM |
Q1 2014 |
676 |
$221M |
+$9.87M |
-$67M |
-$57.1M |
VOE, VOT, VUG, VOO, EFA, EEM |
13F-HR |
4/28/2014, 12:37 PM |
Q4 2013 |
803 |
$284M |
|
|
|
VOE, VOT, VUG, VOO, AGG, EFA |
13F-HR |
1/27/2014, 10:05 AM |