| Q1 2024 |
123 |
$397M |
+$67.5M |
-$63M |
+$4.42M |
IVV, IUSB, QUAL, DYNF, EFV, MBB |
13F-HR |
5/15/2024, 05:33 PM |
| Q4 2023 |
110 |
$374M |
+$41.4M |
-$30.2M |
+$11.1M |
IVV, IUSB, QUAL, EFV, MBB, EFG |
13F-HR |
2/15/2024, 04:08 PM |
| Q3 2023 |
117 |
$333M |
+$58.2M |
-$61.4M |
-$3.21M |
IVV, IUSB, EFV, QUAL, EFG, MBB |
13F-HR |
11/15/2023, 03:56 PM |
| Q2 2023 |
117 |
$351M |
+$8.73M |
-$8.23M |
+$503K |
IVV, IUSB, QUAL, EFG, MBB, EFV |
13F-HR |
8/15/2023, 04:43 PM |
| Q1 2023 |
105 |
$336M |
+$70.7M |
-$43.9M |
+$26.8M |
IVV, IUSB, QUAL, EFG, MBB, ESGU |
13F-HR |
5/15/2023, 10:17 AM |
| Q4 2022 |
114 |
$321M |
+$48.2M |
-$48.7M |
-$536K |
IVV, IUSB, ESGU, EFV, MBB, EFG |
13F-HR |
2/14/2023, 04:20 PM |
| Q3 2022 |
108 |
$305M |
+$29M |
-$17.8M |
+$11.2M |
IVV, ESGU, IUSB, GOVT, EFV, EFG |
13F-HR |
11/14/2022, 12:59 PM |
| Q2 2022 |
109 |
$322M |
+$39.6M |
-$37.1M |
+$2.48M |
IVV, ESGU, IUSB, EFV, GOVT, TIP |
13F-HR |
8/15/2022, 09:31 AM |
| Q1 2022 |
117 |
$373M |
+$49.6M |
-$40.8M |
+$8.8M |
IVV, ESGU, IUSB, EFV, GOVT, EFG |
13F-HR |
5/13/2022, 05:41 PM |
| Q4 2021 |
130 |
$392M |
+$34.1M |
-$24.7M |
+$9.46M |
IVV, ESGU, IUSB, EFV, EFG, GOVT |
13F-HR |
2/14/2022, 06:18 PM |
| Q3 2021 |
117 |
$368M |
+$51.7M |
-$29.3M |
+$22.4M |
ESGU, IVV, IUSB, EFV, GOVT, EFG |
13F-HR |
11/15/2021, 03:03 PM |
| Q2 2021 |
118 |
$371M |
+$102M |
-$90.6M |
+$11.7M |
ESGU, IVV, GOVT, IUSB, EFV, IGSB |
13F-HR |
8/16/2021, 02:03 PM |
| Q1 2021 |
113 |
$348M |
+$82.9M |
-$86.1M |
-$3.24M |
ESGU, IVV, GOVT, LQD, IUSB, EFG |
13F-HR |
5/14/2021, 11:50 AM |
| Q4 2020 |
104 |
$345M |
|
|
|
IVV, LQD, ESGU, USMV, SPY, HYG |
13F-HR |
2/16/2021, 11:30 AM |
| Q3 2020 |
0 |
|
|
|
|
|
13F-HR |
11/16/2020, 04:09 PM |
| Q2 2020 |
91 |
$268M |
+$58.3M |
-$64.2M |
-$5.95M |
LQD, USMV, SPY, IVV, SHY, AGG |
13F-HR |
8/13/2020, 03:56 PM |
| Q1 2020 |
80 |
$251M |
+$9.05M |
-$40.3M |
-$31.2M |
USMV, SPY, HYG, LQD, SHY, PFF |
13F-HR |
5/15/2020, 10:26 AM |
| Q4 2019 |
97 |
$356M |
+$32M |
-$6.7M |
+$25.3M |
SPY, USMV, DVY, RSP, HYG, LQD |
13F-HR |
2/14/2020, 04:01 PM |
| Q3 2019 |
95 |
$323M |
+$19.8M |
-$7.34M |
+$12.4M |
SPY, USMV, DVY, HYG, RSP, LQD |
13F-HR |
11/20/2019, 07:00 PM |
| Q2 2019 |
97 |
$308M |
+$18.5M |
-$5.87M |
+$12.6M |
SPY, USMV, DVY, HYG, RSP, LQD |
13F-HR |
8/15/2019, 04:12 PM |
| Q1 2019 |
94 |
$292M |
+$75.4M |
-$60.2M |
+$15.2M |
SPY, USMV, RSP, HYG, DVY, IJH |
13F-HR |
5/15/2019, 09:50 PM |
| Q4 2018 |
77 |
$259M |
+$58.3M |
-$56.4M |
+$1.9M |
FLOT, SHY, SPY, USMV, HYG, DVY |
13F-HR |
2/15/2019, 10:44 AM |
| Q3 2018 |
88 |
$296M |
+$32.6M |
-$32.3M |
+$245K |
IEFA, SPY, USMV, DVY, HYG, RSP |
13F-HR |
11/15/2018, 06:12 PM |
| Q2 2018 |
90 |
$291M |
+$59M |
-$26M |
+$33M |
FLOT, IEFA, SPY, DVY, HYG, USMV |
13F-HR |
8/15/2018, 01:29 PM |
| Q1 2018 |
90 |
$279M |
+$16M |
-$12.5M |
+$3.53M |
IEFA, SPY, HYG, DVY, FLOT, USMV |
13F-HR |
5/14/2018, 08:22 PM |
| Q4 2017 |
93 |
$283M |
+$20.1M |
-$10.2M |
+$9.86M |
IEFA, SPY, DVY, HYG, USMV, RSPXXXX |
13F-HR |
2/15/2018, 06:52 PM |
| Q3 2017 |
88 |
$267M |
+$9.84M |
-$1.97M |
+$7.87M |
IEFA, SPY, DVY, HYG, USMV, RSPXXXX |
13F-HR |
11/14/2017, 07:17 PM |
| Q2 2017 |
84 |
$256M |
+$73.1M |
-$22.3M |
+$50.8M |
IEFA, SPY, DVY, HYG, USMV, RSPXXXX |
13F-HR |
8/15/2017, 03:44 PM |
| Q1 2017 |
85 |
$231M |
+$22.8M |
-$11.6M |
+$11.2M |
XLK, DVY, IEFA, HYG, RSPXXXX, USMV |
13F-HR |
5/15/2017, 02:16 PM |
| Q4 2016 |
78 |
$218M |
+$45.3M |
-$91.1M |
-$45.8M |
XLK, DVY, HYG, IEFA, RSPXXXX, IVV |
13F-HR |
2/16/2017, 06:50 PM |
| Q3 2016 |
81 |
$269M |
+$107M |
-$82.2M |
+$24.9M |
USMV, ACWV, XLK, HYG, DVY, RSPXXXX |
13F-HR |
11/16/2016, 02:41 PM |
| Q2 2016 |
138 |
$348M |
+$164M |
-$31.8M |
+$132M |
FV, IVV, SHY, RSPXXXX, DVY, IGSB |
13F-HR |
8/15/2016, 03:52 PM |
| Q1 2016 |
141 |
$289M |
+$97.9M |
-$123M |
-$25.1M |
RYU, SHY, USMV, DVY, AGG, LQD |
13F-HR |
5/16/2016, 02:47 PM |
| Q4 2015 |
144 |
$352M |
|
|
|
FV, IVV, SHY, RSPXXXX, DVY, IGSB |
13F-HR |
2/16/2016, 04:36 PM |