Q3 2023 |
169 |
$1.31B |
+$277M |
-$130M |
+$148M |
AAPL, IGIB, IWF, IVE, MSFT
|
13F-HR |
10/11/2023, 11:10 AM |
Q2 2023 |
138 |
$1.32B |
+$269M |
-$197M |
+$72.4M |
IWF, IVE, WMT, AAPL, IGIB
|
13F-HR |
8/7/2023, 12:37 PM |
Q1 2023 |
173 |
$1.36B |
+$298M |
-$212M |
+$86.3M |
AAPL, IGIB, LQD, BKLN, WMT
|
13F-HR |
5/3/2023, 03:26 PM |
Q4 2022 |
169 |
$1.33B |
+$295M |
-$186M |
+$109M |
HYG, AAPL, ABBV, WMT, IVE
|
13F-HR |
1/19/2023, 09:21 AM |
Q3 2022 |
158 |
$1.2B |
+$428M |
-$157M |
+$271M |
AAPL, TGT, CVS, ABBV, WMT
|
13F-HR |
10/12/2022, 09:32 AM |
Q2 2022 |
134 |
$1.25B |
+$560M |
-$108M |
+$451M |
AAPL, CMCSA, ABBV, IEI, BKLN
|
13F-HR |
7/12/2022, 09:50 AM |
Q1 2022 |
154 |
$1.45B |
+$801M |
-$301M |
+$500M |
CSX, ZBH, GPN, CHRW, MDT
|
13F-HR |
4/19/2022, 11:27 AM |
Q4 2021 |
173 |
$1.74B |
+$631M |
-$328M |
+$303M |
BKLN, HYG, IEF, TLT, PHM
|
13F-HR |
1/26/2022, 02:26 PM |
Q3 2021 |
165 |
$1.67B |
+$806M |
-$809M |
-$3.54M |
LQD, HYG, CWB, TLT, SYY
|
13F-HR |
10/18/2021, 01:26 PM |
Q2 2021 |
169 |
$1.68B |
+$738M |
-$653M |
+$85.3M |
TLT, LQD, AAPL, CWB, IGIB
|
13F-HR |
7/22/2021, 08:46 PM |
Q1 2021 |
168 |
$1.56B |
+$655M |
-$533M |
+$122M |
BKLN, HYG, AAPL, CWB, MBB
|
13F-HR |
4/16/2021, 06:01 PM |
Q4 2020 |
170 |
$1.33B |
+$668M |
-$199M |
+$469M |
BKLN, HYG, AAPL, CWB, LQD
|
13F-HR |
1/25/2021, 01:37 PM |
Q3 2020 |
154 |
$1.06B |
+$401M |
-$349M |
+$51.8M |
IEI, BKLN, IEF, CWB, AAPL
|
13F-HR |
10/15/2020, 02:13 PM |
Q2 2020 |
144 |
$1.26B |
+$741M |
-$267M |
+$474M |
IGIB, LQD, CWB, BKLN, AAPL
|
13F-HR |
7/13/2020, 04:02 PM |
Q1 2020 |
117 |
$916M |
+$585M |
-$262M |
+$324M |
IEF, IEI, TIP, AGG, AAPL
|
13F-HR |
4/9/2020, 12:54 PM |
Q4 2019 |
151 |
$1.5B |
+$766M |
-$111M |
+$655M |
HYG, TIP, IWF, PFF, VEU
|
13F-HR |
1/29/2020, 01:27 PM |
Q3 2019 |
146 |
$1.22B |
+$386M |
-$94.5M |
+$291M |
IEF, BNDX, IWF, MSFT, NEM
|
13F-HR |
10/9/2019, 12:57 PM |
Q2 2019 |
140 |
$1.32B |
+$492M |
-$151M |
+$341M |
IEF, BNDX, JPST, IWF, MSFT
|
13F-HR |
7/25/2019, 02:47 PM |
Q1 2019 |
151 |
$1.33B |
+$532M |
-$159M |
+$373M |
BNDX, CWB, JPST, IWP, MSFT
|
13F-HR |
4/9/2019, 12:50 PM |
Q4 2018 |
143 |
$1.06B |
+$111M |
-$130M |
-$19.6M |
BNDX, JPST, CWB, DHR, MSFT
|
13F-HR |
1/17/2019, 12:13 PM |
Q3 2018 |
490 |
$1.45B |
+$603M |
-$276M |
+$328M |
BNDX, CWB, SRLN, IVE, MSFT
|
13F-HR |
10/19/2018, 12:49 PM |
Q2 2018 |
227 |
$1.13B |
|
-$26.7M |
-$26.7M |
IWP, CWB, EMB, SRLN, IVE
|
13F-HR |
7/9/2018, 01:07 PM |
Q1 2018 |
445 |
$1.23B |
+$122M |
-$88.8M |
+$33.4M |
IWP, CWB, EMB, SRLN, IVE
|
13F-HR |
4/9/2018, 02:38 PM |
Q4 2017 |
143 |
$1.22B |
+$186M |
-$35.8M |
+$150M |
IWP, EMB, CWB, SRLN, IVE
|
13F-HR |
2/13/2018, 02:34 PM |
Q3 2017 |
145 |
$1.14B |
+$294M |
-$38.6M |
+$256M |
TOTL, IWP, CWB, SRLN, IVE
|
13F-HR |
10/31/2017, 07:04 PM |
Q2 2017 |
121 |
$879M |
+$173M |
-$78.8M |
+$94.7M |
TOTL, BNDX, CWB, IWP, SRLN
|
13F-HR |
8/9/2017, 04:34 PM |
Q1 2017 |
105 |
$917M |
+$165M |
-$14.4M |
+$150M |
BNDX, AGG, CWB, IWP, SRLN
|
13F-HR |
4/25/2017, 06:47 PM |
Q4 2016 |
114 |
$863M |
+$209M |
-$25.1M |
+$183M |
BNDX, AGG, SRLN, CWB, IWP
|
13F-HR |
1/18/2017, 06:09 PM |
Q3 2016 |
109 |
$837M |
+$251M |
-$14.2M |
+$237M |
BNDX, AGG, VNQ, BIV, IWP
|
13F-HR |
11/2/2016, 05:19 PM |
Q2 2016 |
103 |
$644M |
+$151M |
-$51.6M |
+$99.9M |
BNDX, AGG, VNQ, BIV, IWP
|
13F-HR |
8/2/2016, 01:07 PM |
Q1 2016 |
105 |
$640M |
+$304M |
-$83.7M |
+$221M |
VEU, BNDX, AGG, IWP, BIV
|
13F-HR |
4/28/2016, 06:30 PM |
Q4 2015 |
139 |
$619M |
+$166M |
-$16.3M |
+$150M |
IWP, BNDX, AGG, PFF, SHY
|
13F-HR |
2/12/2016, 03:50 PM |
Q3 2015 |
67 |
$489M |
+$119M |
-$28M |
+$91.3M |
BNDX, AGG, IVE, SHY, PFF
|
13F-HR |
11/10/2015, 04:07 PM |
Q2 2015 |
68 |
$503M |
+$70.1M |
-$23.1M |
+$47M |
IWP, IVE, ACWX, BNDX, PFF
|
13F-HR |
8/11/2015, 01:41 PM |
Q1 2015 |
76 |
$550M |
+$151M |
-$14.7M |
+$136M |
IWP, IVE, AGG, BNDX, PFF
|
13F-HR |
5/11/2015, 02:14 PM |
Q4 2014 |
75 |
$487M |
+$143M |
-$34.4M |
+$109M |
IWP, IVE, IWS, IWF, AGG
|
13F-HR |
2/13/2015, 03:52 PM |
Q3 2014 |
67 |
$445M |
+$128M |
-$57.1M |
+$71M |
IVE, IWS, IWF, AGG, PFF
|
13F-HR |
10/30/2014, 02:00 PM |
Q2 2014 |
72 |
$449M |
+$181M |
-$67.4M |
+$114M |
IWS, IVE, IJS, IWP, PFF
|
13F-HR |
8/5/2014, 01:37 PM |
Q1 2014 |
153 |
$427M |
+$45.9M |
-$444K |
+$45.4M |
IWP, IWF, IWO, IWS, CWB
|
13F-HR |
4/25/2014, 06:23 PM |
Q4 2013 |
180 |
$407M |
|
|
|
IWP, IWF, IWO, IWS, CWB
|
13F-HR |
2/24/2014, 03:48 PM |