Q3 2022 |
34 |
$122M |
+$39.9M |
-$85M |
-$45.1M |
SH, BIL, SCHD, VTV, STIP
|
13F-HR |
11/9/2022, 10:07 AM |
Q2 2022 |
62 |
$169M |
+$79.8M |
-$78.1M |
+$1.69M |
SH, VUG, JPST, BIL, VTIP
|
13F-HR |
8/15/2022, 10:45 AM |
Q1 2022 |
59 |
$179M |
+$132M |
-$95.7M |
+$36.5M |
VOO, SH, SHV, VTIP, STIP
|
13F-HR |
5/12/2022, 02:20 PM |
Q4 2021 |
57 |
$144M |
+$44.2M |
-$41M |
+$3.22M |
VTI, MOAT, ITOT, IVV, SPY
|
13F-HR |
2/9/2022, 05:20 PM |
Q3 2021 |
45 |
$143M |
+$75.5M |
-$69.5M |
+$6.03M |
VOO, MOAT, ITOT, IVV, SPY
|
13F-HR |
11/10/2021, 03:31 PM |
Q2 2021 |
26 |
$138M |
+$48.4M |
-$43.4M |
+$5.06M |
VTI, ITOT, IVV, IJR, VTV
|
13F-HR |
8/3/2021, 10:28 AM |
Q1 2021 |
78 |
$127M |
+$59.1M |
-$49.7M |
+$9.36M |
VTI, ITOT, IJR, IEMG, VIG
|
13F-HR |
5/10/2021, 04:16 PM |
Q4 2020 |
80 |
$141M |
+$70.5M |
-$70.2M |
+$310K |
ACWI, ITOT, IJR, VT, IEMG
|
13F-HR |
2/4/2021, 10:51 AM |
Q3 2020 |
74 |
$135M |
+$55.9M |
-$53.1M |
+$2.78M |
VUG, QQQ, SPY, IWP, USMV
|
13F-HR |
10/29/2020, 08:35 PM |
Q2 2020 |
27 |
$125M |
+$85.9M |
-$56.2M |
+$29.7M |
VTI, QQQ, IWY, SPY, USMV
|
13F-HR |
8/12/2020, 07:09 PM |
Q1 2020 |
23 |
$92.7M |
+$42.3M |
-$84.1M |
-$41.8M |
SHV, LQD, NEAR, USMV, ACWV
|
13F-HR |
5/13/2020, 01:33 PM |
Q4 2019 |
31 |
$141M |
$0 |
$0 |
|
BIL, NEAR, SPLG, USMV, ACWV
|
13F-HR |
2/14/2020, 12:05 PM |