Q2 2024 |
950 |
$5.98B |
+$967M |
-$698M |
+$268M |
SPY, QQQ, VUG, AAPL, VTV
|
13F-HR |
7/18/2024, 03:29 PM |
Q1 2024 |
916 |
$5.59B |
+$789M |
-$646M |
+$143M |
SPY, QQQ, VTV, VUG, IVV
|
13F-HR |
4/15/2024, 03:11 PM |
Q4 2023 |
863 |
$5.14B |
+$809M |
-$634M |
+$175M |
SPY, QQQ, IVV, VUG, VTV
|
13F-HR |
1/11/2024, 03:20 PM |
Q3 2023 |
813 |
$4.53B |
+$540M |
-$588M |
-$47.7M |
SPY, QQQ, SPLG, IVV, BIL
|
13F-HR |
10/20/2023, 05:16 PM |
Q2 2023 |
822 |
$4.97B |
+$391M |
-$534M |
-$143M |
SPY, SPLG, QQQ, USMV, IVV
|
13F-HR |
7/11/2023, 01:40 PM |
Q1 2023 |
817 |
$5B |
+$709M |
-$538M |
+$170M |
SPY, USMV, SPLG, IVV, QQQ
|
13F-HR |
4/18/2023, 06:25 PM |
Q4 2022 |
806 |
$4.92B |
+$777M |
-$366M |
+$411M |
USMV, SPDN, SPY, SPLG, IVV
|
13F-HR |
1/9/2023, 04:06 PM |
Q3 2022 |
776 |
$4.31B |
+$561M |
-$365M |
+$195M |
SPY, USMV, SHY, BIL, SPLG
|
13F-HR |
10/13/2022, 05:45 PM |
Q2 2022 |
751 |
$4.5B |
+$698M |
-$745M |
-$47.7M |
SPY, USMV, SPLG, SHY, FFTI
|
13F-HR |
7/11/2022, 01:42 PM |
Q1 2022 |
761 |
$5.1B |
+$1.01B |
-$1.21B |
-$200M |
SPY, SPLG, FFTI, USMV, BND
|
13F-HR |
4/12/2022, 11:38 AM |
Q4 2021 |
745 |
$5.77B |
+$566M |
-$416M |
+$150M |
HYLB, SPY, FFTI, SPLG, VCSH
|
13F-HR |
1/10/2022, 05:14 PM |
Q3 2021 |
718 |
$5.55B |
+$785M |
-$783M |
+$1.85M |
HYLB, SPY, FFTI, VCSH, SPLG
|
13F-HR |
11/3/2021, 03:33 PM |
Q2 2021 |
708 |
$5.58B |
+$3.34B |
-$495M |
+$2.85B |
HYLB, FFTI, SPY, SCHM, VCSH
|
13F-HR |
7/14/2021, 03:02 PM |
Q1 2021 |
501 |
$2.61B |
+$466M |
-$431M |
+$34.2M |
USMV, SPY, IVV, SPLV, QQQ
|
13F-HR |
4/16/2021, 04:15 PM |
Q4 2020 |
467 |
$2.5B |
+$516M |
-$188M |
+$328M |
USMV, SPY, SPLV, QQQ, ITOT
|
13F-HR |
1/12/2021, 05:13 PM |
Q3 2020 |
441 |
$2.15B |
+$635M |
-$122M |
+$513M |
USMV, SPY, SPLV, QQQ, BSCN
|
13F-HR |
10/13/2020, 01:28 PM |
Q2 2020 |
357 |
$1.6B |
+$191M |
-$426M |
-$235M |
USMV, SPY, SPLV, BSCN, BSCM
|
13F-HR |
7/21/2020, 02:02 PM |
Q1 2020 |
336 |
$1.73B |
+$269M |
-$159M |
+$110M |
USMV, SPLV, SPY, SHY, BSCM
|
13F-HR |
4/14/2020, 03:48 PM |
Q4 2019 |
414 |
$1.97B |
+$279M |
-$98.7M |
+$180M |
USMV, SPLV, SPY, BSCN, BSCM
|
13F-HR |
1/29/2020, 11:33 AM |
Q3 2019 |
440 |
$1.84B |
+$261M |
-$145M |
+$116M |
USMV, SPLV, SPY, BSCN, BSCM
|
13F-HR |
10/18/2019, 03:00 PM |
Q2 2019 |
436 |
$1.73B |
+$530M |
-$308M |
+$222M |
USMV, SPY, SPLV, IVV, BSCN
|
13F-HR |
7/24/2019, 05:58 PM |
Q1 2019 |
397 |
$1.54B |
+$311M |
-$146M |
+$165M |
USMV, SPY, SHY, IVV, SPLV
|
13F-HR |
4/18/2019, 02:53 PM |
Q4 2018 |
306 |
$1.31B |
+$541M |
-$194M |
+$346M |
SHY, SPY, USMV, IVV, SCHO
|
13F-HR |
2/5/2019, 05:05 PM |
Q3 2018 |
399 |
$1.31B |
+$299M |
-$110M |
+$189M |
SPY, IVV, NEAR, USMV, LQD
|
13F-HR |
11/5/2018, 02:39 PM |
Q2 2018 |
368 |
$1.15B |
+$188M |
-$66.7M |
+$122M |
IVV, SPY, IGIB, IEMG, LQD
|
13F-HR |
8/6/2018, 03:24 PM |
Q1 2018 |
345 |
$1.1B |
+$173M |
-$113M |
+$59.9M |
SPY, IVV, IGIB, IEMG, LQD
|
13F-HR |
4/23/2018, 05:23 PM |
Q4 2017 |
309 |
$1.11B |
+$240M |
-$125M |
+$115M |
SPY, IVV, IGIB, IEF, HEFA
|
13F-HR |
2/7/2018, 11:47 AM |
Q3 2017 |
324 |
$1.1B |
+$218M |
-$110M |
+$108M |
SPY, IVV, IGIB, IEF, HEFA
|
13F-HR |
10/31/2017, 02:39 PM |
Q2 2017 |
309 |
$1.04B |
+$216M |
-$69.9M |
+$146M |
SPY, IVV, IGIB, HEFA, IEF
|
13F-HR |
8/8/2017, 10:38 AM |
Q1 2017 |
259 |
$984M |
+$272M |
-$83.6M |
+$189M |
SPY, IVV, IGIB, IEF, EEM
|
13F-HR |
4/28/2017, 11:33 AM |
Q4 2016 |
234 |
$902M |
+$337M |
-$84.7M |
+$252M |
SPY, IGIB, IVE, SDY, LQD
|
13F-HR |
1/12/2017, 02:33 PM |
Q3 2016 |
226 |
$908M |
+$315M |
-$98.9M |
+$216M |
SPY, EEM, FPE, JNKXXXX, IGIB
|
13F-HR |
10/28/2016, 12:44 PM |
Q2 2016 |
232 |
$758M |
+$176M |
-$38M |
+$138M |
SPY, TLT, XLU, SJB, FPE
|
13F-HR |
7/19/2016, 11:35 AM |
Q1 2016 |
214 |
$639M |
+$316M |
-$115M |
+$200M |
SPY, SJB, TLT, FPE, RWR
|
13F-HR |
4/14/2016, 01:53 PM |
Q4 2015 |
156 |
$507M |
+$184M |
-$64.5M |
+$119M |
SPY, SJB, FPE, TLT, RWR
|
13F-HR |
1/14/2016, 03:19 PM |
Q3 2015 |
1,871 |
$534M |
+$199M |
-$327M |
-$128M |
SPY, SHY, SJB, PBJXXXX, IHI
|
13F-HR |
10/28/2015, 01:35 PM |
Q2 2015 |
2,021 |
$629M |
+$231M |
-$98.8M |
+$132M |
MINT, XLV, IHE, IHI, PBJXXXX
|
13F-HR |
8/10/2015, 06:21 PM |
Q1 2015 |
185 |
$661M |
+$195M |
-$52.5M |
+$143M |
SPY, MINT, PFF, XLY, SHV
|
13F-HR |
5/13/2015, 06:51 PM |
Q4 2014 |
163 |
$601M |
+$177M |
-$33.9M |
+$143M |
SPY, MINT, XLP, XLV, IHI
|
13F-HR |
1/29/2015, 08:10 AM |
Q3 2014 |
162 |
$532M |
+$166M |
-$54.4M |
+$112M |
SPY, MINT, XLP, XLF, XLV
|
13F-HR |
10/14/2014, 10:00 AM |
Q2 2014 |
124 |
$490M |
+$148M |
-$40.7M |
+$107M |
SPY, MINT, JNKXXXX, XLB, XLP
|
13F-HR |
7/14/2014, 12:34 PM |
Q1 2014 |
107 |
$394M |
+$103M |
-$21M |
+$81.6M |
SPY, JNKXXXX, XLB, IEV, LQD
|
13F-HR |
5/14/2014, 06:54 PM |
Q4 2013 |
115 |
$348M |
|
|
|
SPY, IEV, XLY, CUT, IAI
|
13F-HR |
2/10/2014, 10:04 AM |