Q1 2024 |
1 |
$370 K |
$0 |
$0 |
|
HMN
|
13F-HR |
5/10/2024, 06:13 PM |
Q4 2023 |
1 |
$327 K |
$0 |
$0 |
|
HMN
|
13F-HR |
2/12/2024, 12:47 PM |
Q3 2023 |
1 |
$294 K |
$0 |
$0 |
|
HMN
|
13F-HR |
11/13/2023, 11:15 AM |
Q2 2023 |
1 |
$383 K |
$0 |
$0 |
|
HMN
|
13F-HR |
8/14/2023, 12:15 PM |
Q1 2023 |
1 |
$335 K |
$0 |
-$6.61 M |
-$6.61 M |
HMN
|
13F-HR |
5/10/2023, 10:12 AM |
Q4 2022 |
2 |
$6.98 M |
$0 |
-$58.4 M |
-$58.4 M |
PFF, HMN
|
13F-HR |
2/14/2023, 02:15 PM |
Q3 2022 |
3 |
$65.6 M |
$0 |
$0 |
|
VT, PFF, HMN
|
13F-HR |
11/14/2022, 03:16 PM |
Q2 2022 |
3 |
$70.7 M |
$0 |
-$107 M |
-$107 M |
VT, PFF, HMN
|
13F-HR |
8/3/2022, 05:19 PM |
Q1 2022 |
4 |
$196 M |
$0 |
-$256 M |
-$256 M |
VT, IXUS, PFF, HMN
|
13F-HR |
5/13/2022, 10:41 AM |
Q4 2021 |
42 |
$470 M |
+$2.47 M |
-$161 M |
-$159 M |
VT, IXUS, HMN, ITOT, VTI
|
13F-HR |
2/14/2022, 05:17 PM |
Q3 2021 |
42 |
$601 M |
+$34.7 M |
-$19.5 M |
+$15.2 M |
VT, IXUS, VXUS, HMN, IDEV
|
13F-HR |
11/4/2021, 06:10 PM |
Q2 2021 |
44 |
$595 M |
+$35.7 M |
-$22.3 M |
+$13.4 M |
VT, IXUS, VXUS, IDEV, VTI
|
13F-HR |
8/12/2021, 01:28 PM |
Q1 2021 |
42 |
$548 M |
+$978 K |
-$5.82 M |
-$4.85 M |
VT, IXUS, VXUS, IDEV, VTI
|
13F-HR |
5/10/2021, 07:22 PM |
Q4 2020 |
45 |
$526 M |
+$2.6 M |
-$2.95 M |
-$353 K |
VT, IXUS, VXUS, IDEV, VTI
|
13F-HR |
2/11/2021, 12:05 PM |
Q3 2020 |
45 |
$461 M |
+$544 K |
-$46 M |
-$45.5 M |
VT, IXUS, VXUS, IDEV, VTI
|
13F-HR |
11/13/2020, 04:11 PM |
Q2 2020 |
45 |
$471 M |
+$1.76 M |
-$2.62 M |
-$854 K |
VT, IXUS, VXUS, IDEV, VTI
|
13F-HR |
8/14/2020, 05:02 PM |
Q1 2020 |
44 |
$439 M |
+$151 M |
-$284 M |
-$132 M |
VT, IXUS, VXUS, IDEV, VTI
|
13F-HR |
5/15/2020, 04:24 PM |
Q4 2019 |
51 |
$616 M |
+$1.4 M |
-$106 M |
-$104 M |
VCLT, IGLB, VT, SPLB, IXUS
|
13F-HR |
2/14/2020, 05:23 PM |
Q3 2019 |
51 |
$685 M |
+$5.32 M |
-$7.69 M |
-$2.37 M |
VCLT, IXUS, IGLB, VTI, SPLB
|
13F-HR |
11/14/2019, 04:06 PM |
Q2 2019 |
49 |
$679 M |
+$17.1 M |
-$23.2 M |
-$6.04 M |
VCLT, IXUS, IGLB, VTI, VT
|
13F-HR |
8/9/2019, 08:51 AM |
Q1 2019 |
29 |
$662 M |
+$193 M |
-$12.3 M |
+$181 M |
VCLT, VT, IXUS, IGLB, VTI
|
13F-HR |
5/15/2019, 04:28 PM |
Q4 2018 |
26 |
$432 M |
+$2.3 M |
-$58.9 M |
-$56.6 M |
VT, IXUS, VTI, IEMG, VCIT
|
13F-HR |
2/14/2019, 05:16 PM |
Q3 2018 |
24 |
$552 M |
+$339 M |
-$20.3 M |
+$319 M |
VT, IXUS, VTI, VCIT, VCLT
|
13F-HR |
11/13/2018, 04:36 PM |
Q2 2018 |
20 |
$222 M |
+$19.9 M |
-$43.1 M |
-$23.2 M |
IDEV, IEMG, VTI, VOO, IVV
|
RESTATEMENT |
8/15/2018, 03:36 PM |
Q1 2018 |
21 |
$247 M |
+$29.9 M |
-$9.12 M |
+$20.8 M |
IDEV, IEMG, VTI, VOO, IVV
|
13F-HR |
5/14/2018, 04:38 PM |
Q4 2017 |
20 |
$227 M |
+$98.6 M |
-$96.3 M |
+$2.32 M |
IDEV, IEMG, VTI, VOO, IVV
|
13F-HR |
2/14/2018, 05:28 PM |
Q3 2017 |
18 |
$213 M |
$0 |
-$22.6 K |
-$22.6 K |
IVV, VTI, VOO, SCHB, ITOT
|
13F-HR |
11/14/2017, 05:23 PM |
Q2 2017 |
18 |
$206 M |
+$33.1 M |
-$27.9 M |
+$5.2 M |
IVV, VTI, VOO, SCHB, SCHX
|
13F-HR |
8/14/2017, 05:20 PM |
Q1 2017 |
19 |
$197 M |
+$49.3 M |
-$33.8 M |
+$15.5 M |
IVV, VTI, EFA, VOO, SCHB
|
13F-HR |
5/15/2017, 08:18 AM |
Q4 2016 |
18 |
$172 M |
+$12.8 M |
-$12.7 M |
+$117 K |
VTI, EFA, IVV, SCHB, SPY
|
13F-HR |
2/14/2017, 12:37 PM |
Q3 2016 |
17 |
$168 M |
+$2.59 M |
-$11.9 M |
-$9.35 M |
VTI, EFA, IVV, SCHB, SPY
|
13F-HR |
11/14/2016, 05:37 PM |
Q2 2016 |
19 |
$174 M |
+$10.5 M |
-$28.8 M |
-$18.3 M |
VTI, EFA, IVV, SCHB, SPY
|
13F-HR |
8/12/2016, 10:56 AM |
Q1 2016 |
19 |
$188 M |
+$13.1 M |
-$33.6 M |
-$20.5 M |
VTI, IVV, VOO, EFA, BCSPRCCL
|
13F-HR |
5/13/2016, 10:55 AM |
Q4 2015 |
18 |
$208 M |
+$540 K |
-$19.6 M |
-$19 M |
VTI, IVV, VOO, EFA, BCSPRCCL
|
13F-HR |
2/11/2016, 05:19 PM |
Q3 2015 |
17 |
$217 M |
+$170 K |
-$9.95 M |
-$9.78 M |
VTI, IVV, VOO, EFA, BCSPRCCL
|
13F-HR |
11/6/2015, 03:18 PM |
Q2 2015 |
16 |
$245 M |
+$40.6 M |
-$113 M |
-$72 M |
VTI, IVV, VOO, EFA, BCSPRCCL
|
13F-HR |
8/7/2015, 02:30 PM |
Q1 2015 |
62 |
$320 M |
+$1.4 M |
-$9.82 M |
-$8.42 M |
VTI, IVV, VOO, EFA, ABDC
|
13F-HR |
5/6/2015, 04:11 PM |
Q4 2014 |
63 |
$326 M |
+$95 M |
-$86.1 M |
+$8.85 M |
VTI, IVV, VOO, EFA, BKLNXXXX
|
13F-HR |
2/6/2015, 04:09 PM |
Q3 2014 |
59 |
$317 M |
+$5.04 M |
-$2.81 M |
+$2.23 M |
IVV, VOO, EFA, BKLNXXXX, BCSPRCCL
|
13F-HR |
11/7/2014, 02:27 PM |
Q2 2014 |
58 |
$323 M |
+$2.14 M |
-$24.5 M |
-$22.4 M |
IVV, VOO, EFA, BKLNXXXX, TCPCXXXX
|
13F-HR |
8/12/2014, 05:35 PM |
Q1 2014 |
59 |
$332 M |
+$55.2 M |
-$29.2 M |
+$26 M |
IVV, VOO, IGIB, EFA, BKLNXXXX
|
13F-HR |
5/12/2014, 04:59 PM |
Q4 2013 |
55 |
$305 M |
$0 |
$0 |
|
LQD, IVV, IGIB, EFA, BKLNXXXX
|
13F-HR |
2/6/2014, 09:21 PM |