| Q1 2024 |
20 |
$89.7M |
$0 |
-$95.5M |
-$95.5M |
IVV, AGG, IUSV, EFA, IWM, GLD |
13F-HR |
4/29/2024, 12:34 PM |
| Q4 2023 |
41 |
$179M |
+$1.36M |
-$1.25M |
+$112K |
IVV, IUSV, AGG, EFA, IWM, EFV |
13F-HR |
1/11/2024, 08:42 PM |
| Q3 2023 |
40 |
$166M |
+$5.39M |
-$917K |
+$4.48M |
IVV, AGG, IUSV, EFA, IWM, EFV |
13F-HR |
10/24/2023, 05:15 PM |
| Q2 2023 |
42 |
$170M |
+$16.9M |
-$11.7M |
+$5.21M |
IVV, IUSV, AGG, EFA, IWM, EFV |
13F-HR |
7/19/2023, 02:11 PM |
| Q1 2023 |
40 |
$159M |
+$5.35M |
-$678K |
+$4.67M |
IVV, IUSV, EFA, AGG, STIP, EFV |
13F-HR |
5/1/2023, 05:24 PM |
| Q4 2022 |
38 |
$150M |
+$4.73M |
-$244K |
+$4.48M |
IVV, IUSV, EFA, STIP, AGG, EFV |
13F-HR |
1/25/2023, 09:59 AM |
| Q3 2022 |
38 |
$135M |
+$4.77M |
-$25.4K |
+$4.75M |
IVV, IUSV, EFA, STIP, AGG, IWM |
13F-HR |
11/9/2022, 11:02 AM |
| Q2 2022 |
37 |
$135M |
+$17.4M |
-$12.1M |
+$5.36M |
IVV, IUSV, EFA, STIP, AGG, IWM |
13F-HR |
8/11/2022, 11:49 AM |
| Q1 2022 |
36 |
$144M |
+$17M |
-$1.21M |
+$15.8M |
IVV, IUSV, EFA, TIP, LQD, AGG |
13F-HR |
5/9/2022, 03:26 PM |
| Q4 2021 |
40 |
$140M |
+$7.38M |
-$154K |
+$7.23M |
IVV, IUSV, EFA, AGG, TIP, EFV |
13F-HR |
1/24/2022, 10:14 AM |
| Q3 2021 |
39 |
$130M |
+$3.8M |
-$151K |
+$3.65M |
IVV, IUSV, EFA, AGG, IWM, TIP |
13F-HR |
10/13/2021, 08:50 AM |
| Q2 2021 |
38 |
$129M |
+$13M |
-$710K |
+$12.3M |
IVV, EFA, IUSV, AGG, IWM, EFV |
13F-HR |
8/12/2021, 11:25 AM |
| Q1 2021 |
36 |
$114M |
+$15.7M |
-$3.03M |
+$12.6M |
IVV, EFA, IUSV, AGG, IWM, EFV |
13F-HR |
5/17/2021, 08:14 AM |
| Q4 2020 |
36 |
$96M |
|
|
|
IVV, EFA, IUSV, AGG, LQD, EEM |
RESTATEMENT |
5/17/2021, 08:08 AM |