Q3 2019 |
89 |
$367M |
+$42.3M |
-$9.91M |
+$32.4M |
VTI, SCHD, SCHR, JPST, INTF
|
13F-HR |
10/9/2019, 03:52 PM |
Q2 2019 |
89 |
$332M |
+$55.7M |
-$52M |
+$3.72M |
VTI, SCHD, SCHR, INTF, SPLV
|
13F-HR |
7/23/2019, 05:05 PM |
Q1 2019 |
86 |
$320M |
+$100M |
-$119M |
-$18.7M |
VTI, SCHD, ISTB, INTF, SPLV
|
13F-HR |
5/15/2019, 11:39 AM |
Q4 2018 |
78 |
$309M |
+$76.7M |
-$16.2M |
+$60.5M |
VTI, ISTB, BND, QUAL, SCHB
|
13F-HR |
1/14/2019, 05:14 PM |
Q3 2018 |
72 |
$282M |
+$21.7M |
-$21.6M |
+$99.4K |
VTI, ISTB, QUAL, VGK, VPL
|
13F-HR |
10/16/2018, 11:07 AM |
Q2 2018 |
75 |
$270M |
+$6.73M |
-$11.9M |
-$5.19M |
VTI, ISTB, VGK, VPL, VWO
|
13F-HR |
8/14/2018, 12:46 PM |
Q1 2018 |
81 |
$274M |
+$49.9M |
-$44.9M |
+$5.01M |
VTI, ISTB, VGK, VPL, VWO
|
13F-HR |
5/8/2018, 09:50 PM |
Q4 2017 |
81 |
$272M |
+$8.94M |
-$14.5M |
-$5.57M |
VTI, BND, VPL, VGK, VWO
|
13F-HR |
1/29/2018, 11:58 AM |
Q3 2017 |
78 |
$266M |
+$5.49M |
-$2.19M |
+$3.3M |
VTI, BND, VGK, VPL, VWO
|
13F-HR |
10/27/2017, 07:25 AM |
Q2 2017 |
76 |
$254M |
+$4.79M |
-$5.56M |
-$775K |
VTI, BND, VGK, VPL, VWO
|
13F-HR |
7/25/2017, 11:46 AM |
Q1 2017 |
76 |
$249M |
+$12.4M |
-$8.3M |
+$4.1M |
VTI, BND, VPL, VGK, VWO
|
13F-HR |
4/20/2017, 12:46 PM |
Q4 2016 |
60 |
$234M |
+$19.2M |
-$35.5M |
-$16.3M |
VTI, BND, VPL, VGK, VWO
|
13F-HR |
1/27/2017, 11:21 AM |
Q3 2016 |
60 |
$248M |
+$13.3M |
-$19.9M |
-$6.67M |
VTI, BND, VXUS, VWO, VPL
|
13F-HR |
10/25/2016, 04:48 PM |
Q2 2016 |
58 |
$248M |
+$6.07M |
-$9.01M |
-$2.94M |
VTI, BND, VXUS, EFA, VWO
|
13F-HR |
8/9/2016, 02:54 PM |
Q1 2016 |
56 |
$247M |
+$14.9M |
-$28.2M |
-$13.2M |
VTI, BND, VXUS, EFA, VWO
|
13F-HR |
4/29/2016, 08:41 PM |
Q4 2015 |
49 |
$259M |
+$28.7M |
-$5.03M |
+$23.7M |
VTI, BND, VXUS, EFA, ISTB
|
13F-HR |
1/14/2016, 08:27 PM |
Q3 2015 |
41 |
$228M |
+$4.34M |
-$4.24M |
+$94.5K |
VTI, BND, VXUS, EFA, VWO
|
13F-HR |
10/16/2015, 06:28 PM |
Q2 2015 |
44 |
$243M |
+$10.4M |
-$28.4M |
-$18.1M |
VTI, BND, VXUS, EFA, VWO
|
13F-HR |
7/17/2015, 11:40 AM |
Q1 2015 |
43 |
$264M |
+$2.97M |
-$3.39M |
-$424K |
VTI, BND, BNDX, VXUS, EFA
|
13F-HR |
4/30/2015, 08:50 AM |
Q4 2014 |
41 |
$260M |
+$5.29M |
-$4.66M |
+$624K |
VTI, BND, BNDX, VXUS, EFA
|
13F-HR |
1/26/2015, 04:08 PM |
Q3 2014 |
34 |
$255M |
+$2.37M |
-$16.3M |
-$13.9M |
VTI, BND, BNDX, VXUS, EFA
|
13F-HR |
10/24/2014, 04:39 PM |
Q2 2014 |
36 |
$273M |
+$11M |
-$2.01M |
+$8.98M |
VTI, BND, BNDX, VXUS, EFA
|
Restatement |
8/6/2014, 09:16 PM |
Q1 2014 |
24 |
$256M |
+$20.8M |
-$44.2M |
-$23.4M |
VTI, BND, BNDX, VXUS, EFA
|
13F-HR |
4/25/2014, 06:56 AM |
Q4 2013 |
28 |
$276M |
$0 |
$0 |
|
VTI, BND, BNDX, VXUS, GBF
|
13F-HR |
1/27/2014, 09:17 PM |