Q2 2024 |
97 |
$377M |
+$37.5M |
-$25.1M |
+$12.4M |
VTEB, SPYG, SCHG, VIGI, TFI
|
13F-HR |
7/25/2024, 03:20 PM |
Q1 2024 |
100 |
$362M |
+$16.5M |
-$25.1M |
-$8.57M |
VTEB, SPYG, SPYV, VIGI, SCHG
|
13F-HR |
4/24/2024, 10:40 AM |
Q4 2023 |
103 |
$357M |
+$108M |
-$137M |
-$29.1M |
VTEB, SPYG, SPYV, VIGI, SUB
|
13F-HR |
1/19/2024, 02:10 PM |
Q3 2023 |
95 |
$359M |
+$42.6M |
-$49.7M |
-$7.12M |
MUB, SPYG, VIGI, SPYV, VYMI
|
13F-HR |
10/30/2023, 10:56 AM |
Q2 2023 |
102 |
$386M |
+$6.02M |
-$9.92M |
-$3.9M |
MUB, SPYV, SPYG, SHM, ACWV
|
13F-HR |
7/21/2023, 01:08 PM |
Q1 2023 |
99 |
$386M |
+$58M |
-$20.1M |
+$37.9M |
MUB, SPYV, SPYG, SHM, ACWV
|
13F-HR |
5/11/2023, 10:28 AM |
Q4 2022 |
108 |
$372M |
+$132M |
-$131M |
+$510K |
MUB, SPYV, ACWV, SPYG, SHM
|
13F-HR |
1/12/2023, 12:55 PM |
Q3 2022 |
98 |
$352M |
+$38M |
-$27M |
+$11M |
VTEB, SPYV, VYMI, ACWV, SPYG
|
13F-HR |
11/9/2022, 01:51 PM |
Q2 2022 |
106 |
$371M |
+$119M |
-$26.7M |
+$92.4M |
VTEB, SPYG, VYMI, SPYV, SCHV
|
13F-HR |
7/22/2022, 11:09 AM |
Q1 2022 |
116 |
$425M |
+$115M |
-$88.7M |
+$26M |
MUB, SPYG, VYMI, IEMG, SCHV
|
13F-HR |
4/19/2022, 12:05 PM |
Q4 2021 |
117 |
$436M |
+$26.3M |
-$35.5M |
-$9.16M |
VTEB, SPYG, VYMI, IEMG, SCHV
|
13F-HR |
2/16/2022, 11:12 AM |
Q3 2021 |
114 |
$436M |
+$34M |
-$19.4M |
+$14.6M |
VTEB, SPYG, VYMI, IEMG, VIGI
|
13F-HR |
11/3/2021, 11:01 AM |
Q2 2021 |
121 |
$427M |
+$44.2M |
-$47.2M |
-$2.96M |
VTEB, SPYG, IEMG, VYMI, SCHV
|
13F-HR |
8/12/2021, 11:13 AM |
Q1 2021 |
126 |
$412M |
+$52.2M |
-$41.9M |
+$10.2M |
VTEB, SPYG, IEMG, VIGI, VYMI
|
13F-HR |
4/29/2021, 04:24 PM |
Q4 2020 |
120 |
$392M |
+$44.8M |
-$31.8M |
+$13M |
VTEB, SPYG, IEMG, SCHG, ACWV
|
13F-HR |
2/1/2021, 02:43 PM |
Q3 2020 |
124 |
$359M |
+$30.1M |
-$15.1M |
+$15M |
VTEB, SPYG, SCHG, VIGI, ACWV
|
13F-HR |
11/2/2020, 01:20 PM |
Q2 2020 |
122 |
$333M |
+$135M |
-$69.1M |
+$65.4M |
VTEB, SPYG, SCHG, ACWV, IQLT
|
13F-HR |
8/20/2020, 10:46 AM |
Q1 2020 |
91 |
$256M |
+$135M |
-$62.9M |
+$71.6M |
VTEB, SPYG, VT, VTV, QUAL
|
13F-HR |
8/14/2020, 01:45 PM |
Q4 2019 |
189 |
$324M |
+$64.6M |
-$22.4M |
+$42.2M |
VT, QUAL, FNDE, FNDX, ACWV
|
Restatement |
2/28/2020, 03:43 PM |
Q3 2019 |
142 |
$288M |
+$17M |
-$10.6M |
+$6.43M |
VT, FNDE, ACWV, QUAL, BND
|
13F-HR |
10/9/2019, 03:49 PM |
Q2 2019 |
153 |
$287M |
+$40M |
-$16.8M |
+$23.2M |
VT, FNDE, ACWV, FNDF, QUAL
|
13F-HR |
7/23/2019, 05:08 PM |
Q1 2019 |
153 |
$268M |
|
|
|
VT, FNDE, FNDF, FNDX, ACWV
|
13F-HR |
4/26/2019, 05:04 PM |
Q4 2018 |
83 |
$253M |
|
|
|
VT, FNDE, FNDF, FNDX, QUAL
|
13F-HR |
1/29/2019, 05:48 AM |
Q3 2018 |
66 |
$28.9M |
+$26.9M |
-$506K |
+$26.4M |
SPY, VTI, VLO, MCD, PSX
|
13F-HR |
1/7/2019, 07:39 AM |
Q1 2018 |
84 |
$249M |
+$35.8M |
-$24.4M |
+$11.4M |
FNDF, MTUM, QUAL, FNDE, FNDX
|
13F-HR |
4/11/2018, 11:23 AM |
Q4 2017 |
77 |
$235M |
+$9.48M |
-$12M |
-$2.48M |
FNDF, FNDE, QUAL, BND, DBEF
|
13F-HR |
2/22/2018, 01:57 PM |
Q2 2017 |
87 |
$239M |
|
|
|
FNDF, FNDE, QUAL, DBEF, FNDX
|
13F-HR |
8/14/2017, 05:45 PM |