| Q1 2024 |
41 |
$137M |
+$10.2M |
-$9.57M |
+$610K |
VEA, DFNM, BRKB, DFCF, VIOV, VTV |
13F-HR |
4/29/2024, 10:05 AM |
| Q4 2023 |
41 |
$129M |
+$10.2M |
-$21M |
-$10.8M |
VEA, DFNM, VB, BRKB, VHT, VIOV |
13F-HR |
1/18/2024, 10:00 AM |
| Q3 2023 |
41 |
$130M |
+$4.17M |
-$1.26M |
+$2.92M |
VEA, DFNM, VCSH, SCHO, VB, VHT |
13F-HR |
10/16/2023, 08:41 AM |
| Q2 2023 |
41 |
$132M |
+$8.62M |
-$4.22M |
+$4.39M |
VEA, DFNM, SCHO, VCSH, VB, VHT |
13F-HR |
7/12/2023, 04:46 PM |
| Q1 2023 |
37 |
$124M |
+$8M |
-$2.57M |
+$5.43M |
DFNM, VEA, VCSH, SCHO, VB, VTV |
13F-HR |
4/14/2023, 09:31 AM |
| Q4 2022 |
38 |
$120M |
+$17.9M |
-$1.92M |
+$15.9M |
DFNM, VEA, VCSH, SCHO, VB, VTV |
13F-HR |
1/27/2023, 08:05 AM |
| Q3 2022 |
34 |
$107M |
+$2.13M |
-$2.97M |
-$841K |
VCSH, VEA, BNDX, SCHO, VB, VTV |
13F-HR |
10/31/2022, 04:48 PM |
| Q2 2022 |
34 |
$115M |
+$15.4M |
-$2.38M |
+$13M |
VCSH, VEA, SCHO, BNDX, VB, VTV |
13F-HR |
7/26/2022, 07:18 PM |
| Q1 2022 |
34 |
$115M |
+$9.14M |
-$6.02M |
+$3.12M |
VEA, BNDX, VCSH, SCHO, VB, VHT |
13F-HR |
5/13/2022, 11:38 AM |
| Q4 2021 |
35 |
$117M |
+$5.69M |
-$584K |
+$5.11M |
BNDX, VEA, SCHO, VCSH, VB, VHT |
13F-HR |
2/7/2022, 07:49 PM |
| Q3 2021 |
31 |
$108M |
+$7.29M |
-$660K |
+$6.63M |
BNDX, VEA, SCHO, VCSH, VB, VHT |
13F-HR |
11/15/2021, 07:36 PM |
| Q2 2021 |
31 |
$103M |
+$3.2M |
-$665K |
+$2.53M |
BNDX, VEA, VCSH, SCHO, VB, VOO |
13F-HR |
8/16/2021, 12:42 PM |
| Q1 2021 |
29 |
$96.1M |
+$8.8M |
-$15.1M |
-$6.26M |
BNDX, VEA, SCHO, VCSH, VB, VOO |
13F-HR |
5/17/2021, 02:52 PM |
| Q4 2020 |
68 |
$101M |
|
|
|
BNDX, VEA, SCHR, SCHO, VB, VNQ |
13F-HR |
2/16/2021, 07:03 AM |