Q2 2024 |
11 |
$680M |
+$18.6M |
-$42.6M |
-$24M |
SPY, IEFA, IEMG, MDY, AGG
|
13F-HR |
8/14/2024, 01:00 PM |
Q1 2024 |
11 |
$694M |
+$80.2M |
-$18.3M |
+$62M |
SPY, IEFA, IEMG, AGG, IVV
|
13F-HR |
5/13/2024, 05:18 PM |
Q4 2023 |
6 |
$591M |
+$59.8M |
-$67.5M |
-$7.76M |
SPY, IEFA, IEMG, AGG, IYR
|
13F-HR |
1/18/2024, 02:27 PM |
Q3 2023 |
10 |
$550M |
|
-$9.44M |
-$9.44M |
SPY, IEFA, IEMG, AGG, LQD
|
13F-HR |
10/25/2023, 03:17 PM |
Q2 2023 |
10 |
$585M |
+$120M |
-$34.2M |
+$86M |
SPY, IEFA, IEMG, LQD, AGG
|
13F-HR |
7/25/2023, 01:09 PM |
Q1 2023 |
7 |
$494M |
+$202K |
-$9.37M |
-$9.17M |
SPY, IEFA, IEMG, AGG, TIP
|
13F-HR |
4/26/2023, 01:00 PM |
Q4 2022 |
8 |
$478M |
+$31M |
-$38.3M |
-$7.3M |
SPY, IEFA, IEMG, TIP, AGG
|
Restatement |
2/13/2023, 02:55 PM |
Q3 2022 |
9 |
$482M |
+$56.5M |
-$90.9M |
-$34.4M |
SPY, IEFA, IEMG, XHB, TIP
|
13F-HR |
11/10/2022, 09:33 AM |
Q2 2022 |
6 |
$572M |
+$24.8M |
-$541K |
+$24.3M |
SPY, IEFA, IEMG, TIP, IYR
|
13F-HR |
8/3/2022, 09:48 AM |
Q1 2022 |
6 |
$646M |
|
-$676M |
-$676M |
SPY, IEFA, IEMG, TIP, DBA
|
13F-HR |
5/4/2022, 04:15 PM |
Q4 2021 |
6 |
$1.4B |
|
|
|
SPY, IEFA, IEMG, TIP, IYR
|
13F-HR |
2/9/2022, 09:22 AM |