| Q2 2024 |
261 |
$549M |
+$77.7M |
-$40.3M |
+$37.4M |
DUHP, DIHP, EMXC, VHT, AVRE
|
13F-HR |
7/10/2024, 04:58 PM |
| Q1 2024 |
241 |
$510M |
+$124M |
-$86.4M |
+$37.5M |
DUHP, EMXC, DIHP, VHT, COWZ
|
13F-HR |
4/10/2024, 12:40 PM |
| Q4 2023 |
202 |
$448M |
+$68.4M |
-$19.8M |
+$48.7M |
DUHP, DIHP, JPST, EMXC, COWZ
|
13F-HR |
1/17/2024, 10:52 AM |
| Q3 2023 |
181 |
$364M |
+$83.5M |
-$52.2M |
+$31.3M |
DUHP, DIHP, EMXC, SPY, JPST
|
13F-HR |
10/10/2023, 02:32 PM |
| Q2 2023 |
152 |
$364M |
+$42.3M |
-$8.3M |
+$34M |
DUHP, DIHP, IGSB, AVEM, SPY
|
13F-HR |
7/13/2023, 09:40 AM |
| Q1 2023 |
131 |
$325M |
+$130M |
-$93.1M |
+$36.7M |
DUHP, DIHP, AVEM, IGSB, JPST
|
13F-HR |
4/14/2023, 01:52 PM |
| Q4 2022 |
123 |
$284M |
+$98.6M |
-$79.5M |
+$19.1M |
USFR, DUHP, DIHP, SPY, DGS
|
13F-HR |
1/11/2023, 11:52 AM |
| Q3 2022 |
109 |
$249M |
+$92.3M |
-$73.1M |
+$19.3M |
SPY, USIG, BSV, DGS, VHT
|
13F-HR |
10/13/2022, 02:32 PM |
| Q2 2022 |
98 |
$251M |
+$38.9M |
-$17M |
+$21.9M |
SRLN, BSV, AVUV, SPY, DGS
|
13F-HR |
7/26/2022, 05:00 PM |
| Q1 2022 |
84 |
$255M |
+$117M |
-$82.2M |
+$35.2M |
SRLN, SPY, BSV, DGS, VHT
|
13F-HR |
4/18/2022, 05:49 PM |
| Q4 2021 |
76 |
$239M |
+$21.9M |
-$7.39M |
+$14.5M |
AGG, SPY, IEMG, VHT, AVUV
|
13F-HR |
1/26/2022, 11:22 AM |
| Q3 2021 |
71 |
$219M |
+$25.6M |
-$15.2M |
+$10.4M |
AGG, SPY, IEMG, VHT, AVUV
|
13F-HR |
10/14/2021, 10:50 AM |
| Q2 2021 |
71 |
$211M |
+$72.4M |
-$23.1M |
+$49.4M |
AGG, SPY, IEMG, VHT, ICSH
|
13F-HR |
7/23/2021, 05:25 PM |
| Q4 2020 |
49 |
$151M |
+$34.8M |
-$12.5M |
+$22.4M |
AGG, IEMG, SPY, IEFA, VHT
|
13F-HR |
1/11/2021, 03:08 PM |
| Q3 2020 |
67 |
$141M |
+$47.3M |
-$9.79M |
+$37.6M |
AGG, IEMG, SPY, SHV, IEFA
|
13F-HR |
10/14/2020, 01:57 PM |
| Q2 2020 |
70 |
$104M |
+$38.6M |
-$14.1M |
+$24.5M |
AGG, SHV, SPY, QQQ, VTEB
|
13F-HR |
7/20/2020, 05:11 PM |
| Q1 2020 |
60 |
$78.9M |
+$24.8M |
-$36.5M |
-$11.7M |
AGG, SHV, SPY, SPYG, XLK
|
13F-HR |
4/16/2020, 03:54 PM |
| Q4 2019 |
69 |
$136M |
|
|
|
AGG, SPY, IWF, IEFA, IWM
|
13F-HR |
2/14/2020, 09:41 AM |