| Q1 2024 |
36 |
$157M |
+$2.42M |
-$8.62M |
-$6.2M |
VO, VXUS, IVV, VGT, BSV, VWO |
13F-HR |
4/29/2024, 10:11 AM |
| Q4 2023 |
35 |
$154M |
+$1.22M |
-$8.74M |
-$7.52M |
VO, VXUS, IVV, VGT, BSV, VWO |
13F-HR |
2/13/2024, 01:56 PM |
| Q3 2023 |
32 |
$149M |
+$29.4M |
-$48.9M |
-$19.5M |
VO, VXUS, IVV, VGT, BSV, TIP |
13F-HR |
10/16/2023, 08:45 AM |
| Q2 2023 |
34 |
$174M |
+$16.1M |
-$26.9M |
-$10.8M |
VO, TIP, VGT, BSV, COMB, VXUS |
13F-HR |
8/10/2023, 10:53 AM |
| Q1 2023 |
36 |
$180M |
+$30.4M |
-$8.97M |
+$21.4M |
VO, FTCS, TIP, VGT, COMB, VHT |
13F-HR |
5/18/2023, 05:16 PM |
| Q4 2022 |
37 |
$159M |
+$7.6M |
-$30.5M |
-$22.9M |
VO, TIP, VGT, VHT, SHM, BSV |
13F-HR |
5/18/2023, 05:12 PM |
| Q3 2022 |
72 |
$188M |
+$34.5M |
-$25.9M |
+$8.63M |
VO, WSBC, TIP, VGT, COMB, SHM |
13F-HR |
10/17/2022, 02:02 PM |
| Q2 2022 |
76 |
$190M |
+$7.69M |
-$2M |
+$5.68M |
VO, WSBC, TIP, VGT, MUB, VWO |
13F-HR |
8/10/2022, 04:41 PM |
| Q1 2022 |
75 |
$198M |
+$24M |
-$5.42M |
+$18.6M |
VO, WSBC, TIP, VGT, MUB, VWO |
RESTATEMENT |
6/15/2022, 12:43 PM |
| Q4 2021 |
80 |
$220M |
+$17.2M |
-$13.9M |
+$3.33M |
VO, WSBC, VGT, VWO, VB, MUB |
RESTATEMENT |
6/15/2022, 03:14 PM |
| Q3 2021 |
76 |
$212M |
+$17.5M |
-$17.6M |
-$105K |
WSBC, VO, VB, VWO, VGT, MUB |
13F-HR |
11/3/2021, 02:46 PM |
| Q2 2021 |
77 |
$217M |
+$10.1M |
-$2.99M |
+$7.13M |
VB, WSBC, VO, VWO, MUB, BIV |
RESTATEMENT |
6/15/2022, 02:52 PM |
| Q1 2021 |
76 |
$204M |
+$26.2M |
-$19.5M |
+$6.75M |
WSBC, VO, VB, VWO, MUB, VGT |
RESTATEMENT |
6/15/2022, 01:55 PM |
| Q4 2020 |
72 |
$166M |
|
|
|
VO, WSBC, MUB, VGT, BIV, VB |
RESTATEMENT |
6/15/2022, 04:11 PM |
| Q3 2020 |
72 |
$166M |
+$14.4M |
-$7.72M |
+$6.63M |
VO, WSBC, MUB, VGT, BIV, VB |
RESTATEMENT |
6/15/2022, 04:06 PM |
| Q2 2020 |
68 |
$153M |
+$24.7M |
-$8.8M |
+$15.9M |
VO, WSBC, MUB, BIV, VGT, VWO |
RESTATEMENT |
6/15/2022, 03:58 PM |
| Q1 2020 |
61 |
$124M |
|
|
|
VO, WSBC, BIV, MUB, VB, IVV |
RESTATEMENT |
6/16/2022, 03:11 PM |