| Q2 2024 |
303 |
$1.43B |
+$71.7M |
-$60.6M |
+$11.1M |
VXUS, VTI, IVV, MSFT, AAPL
|
13F-HR |
7/16/2024, 01:23 PM |
| Q1 2024 |
308 |
$1.42B |
+$77.3M |
-$59.1M |
+$18.3M |
VXUS, VTI, IVV, MSFT, EFA
|
13F-HR |
4/24/2024, 09:42 AM |
| Q4 2023 |
297 |
$1.32B |
+$47.5M |
-$60.5M |
-$13M |
VXUS, VTI, IVV, MSFT, AAPL
|
13F-HR |
1/22/2024, 05:10 PM |
| Q3 2023 |
293 |
$1.23B |
+$50.3M |
-$49M |
+$1.33M |
VXUS, VTI, IVV, MSFT, AAPL
|
13F-HR |
10/19/2023, 11:44 AM |
| Q2 2023 |
287 |
$1.26B |
+$47.8M |
-$54.7M |
-$6.89M |
VXUS, VTI, IVV, MSFT, AAPL
|
13F-HR |
7/24/2023, 03:29 PM |
| Q1 2023 |
290 |
$1.22B |
+$99M |
-$59.3M |
+$39.6M |
VXUS, VTI, IVV, MSFT, AAPL
|
13F-HR |
4/12/2023, 11:20 AM |
| Q4 2022 |
282 |
$1.15B |
+$115M |
-$103M |
+$12.1M |
VXUS, VTI, IVV, EFG, EFA
|
13F-HR |
2/6/2023, 06:32 PM |
| Q3 2022 |
264 |
$1.05B |
+$87.5M |
-$48M |
+$39.5M |
VXUS, VTI, IVV, VGSH, MSFT
|
13F-HR |
10/28/2022, 05:33 PM |
| Q2 2022 |
264 |
$1.08B |
+$146M |
-$57.9M |
+$88.4M |
VTI, VXUS, EFA, IVV, EFG
|
13F-HR |
7/26/2022, 07:35 PM |
| Q1 2022 |
264 |
$1.15B |
$0 |
$0 |
|
EFG, IVV, VTI, MSFT, VXUS
|
13F-HR |
5/10/2022, 03:53 PM |