Q1 2024 |
114 |
$551M |
+$153M |
-$101M |
+$51.8M |
IEF, RSP, EFA, VWO, SPY, IWM |
13F-HR |
5/8/2024, 03:23 PM |
Q4 2023 |
73 |
$450M |
+$133M |
-$87.8M |
+$44.9M |
IVV, IEF, RSP, EFA, SPY, VWO |
13F-HR |
1/12/2024, 03:47 PM |
Q3 2023 |
95 |
$369M |
+$127M |
-$88M |
+$39.2M |
IVV, IEF, RSP, EFA, VWO, SPY |
13F-HR |
10/31/2023, 04:33 PM |
Q2 2023 |
80 |
$342M |
+$80.6M |
-$61.7M |
+$18.9M |
IEF, RSP, EFA, SPY, VWO, IWM |
13F-HR |
7/12/2023, 03:45 PM |
Q1 2023 |
83 |
$350M |
+$124M |
-$27.9M |
+$95.8M |
IVV, IEF, RSP, EFA, VWO, SPY |
13F-HR |
4/6/2023, 02:56 PM |
Q4 2022 |
223 |
$342M |
+$110M |
-$22.9M |
+$87.2M |
IEF, EFA, RSP, VWO, SPY, IWM |
13F-HR |
2/10/2023, 10:04 AM |
Q3 2022 |
75 |
$246M |
+$26.8M |
-$8.96M |
+$17.8M |
IEF, IVV, SPY, EFA, VWO, IWM |
13F-HR |
10/21/2022, 04:23 PM |
Q2 2022 |
82 |
$267M |
+$52.6M |
-$57.2M |
-$4.58M |
IEF, VWO, EFA, SPY, RWR, IWM |
13F-HR |
7/22/2022, 12:37 PM |
Q1 2022 |
85 |
$352M |
+$113M |
-$15.1M |
+$97.5M |
IEF, SPY, EFA, VWO, RWR, IWR |
RESTATEMENT |
4/29/2022, 11:42 AM |
Q4 2021 |
91 |
$330M |
+$109M |
-$35.8M |
+$73.6M |
IEF, SPY, EFA, RWR, VWO, IWM |
13F-HR |
1/21/2022, 03:38 PM |
Q3 2021 |
65 |
$263M |
+$103M |
-$1.21M |
+$101M |
IEF, IVV, SPY, EFA, VWO, IWM |
13F-HR |
10/26/2021, 12:55 PM |
Q2 2021 |
64 |
$189M |
+$50.6M |
-$5.4M |
+$45.2M |
IEF, EFA, VWO, SPY, RWR, BRKB |
13F-HR |
7/27/2021, 09:05 PM |
Q1 2021 |
91 |
$187M |
+$45.7M |
-$32.6M |
+$13.1M |
IEF, EFA, VWO, SPY, RWR, BRKB |
13F-HR |
5/5/2021, 08:40 PM |
Q4 2020 |
76 |
$198M |
+$43.7M |
-$18.5M |
+$25.2M |
IEF, EFA, VWO, SPY, BRKB, RWR |
13F-HR |
1/29/2021, 08:06 AM |
Q3 2020 |
77 |
$185M |
+$28.5M |
-$14.7M |
+$13.8M |
IEF, EFA, VWO, BRKB, SPY, RWR |
13F-HR |
10/20/2020, 03:22 PM |
Q2 2020 |
73 |
$172M |
+$29.4M |
-$20M |
+$9.38M |
IEF, IVV, EFA, VWO, SPY, RWR |
13F-HR |
7/8/2020, 04:28 PM |
Q1 2020 |
80 |
$162M |
+$40.8M |
-$82.5M |
-$41.7M |
IEF, IVV, EFA, VWO, RWR, SPY |
13F-HR |
4/15/2020, 10:40 AM |
Q4 2019 |
78 |
$287M |
+$87.4M |
-$5.95M |
+$81.5M |
IEF, EFA, VWO, BRKB, SPY, RWR |
13F-HR |
1/24/2020, 11:44 AM |
Q3 2019 |
77 |
$250M |
+$79.2M |
-$53.7M |
+$25.5M |
IEF, EFA, VWO, RWR, BRKB, SPY |
13F-HR |
11/12/2019, 01:28 PM |
Q2 2019 |
65 |
$252M |
|
|
|
IVV, IEF, EFA, VWO, SPY, BRKB |
13F-HR |
8/8/2019, 07:00 PM |