Q3 2024 |
204 |
$244M |
+$23.9M |
-$15.4M |
+$8.53M |
VOO, SPLG, VEA, FIXD, FTCS
|
13F-HR |
11/14/2024, 11:49 AM |
Q2 2024 |
185 |
$221M |
+$23.5M |
-$18M |
+$5.52M |
VOO, SPLG, FIXD, VEA, FTCS
|
13F-HR |
8/2/2024, 09:00 AM |
Q1 2024 |
180 |
$215M |
+$14.2M |
-$8.46M |
+$5.69M |
VOO, FIXD, FTCS, SPLG, VEA
|
13F-HR |
5/10/2024, 02:53 PM |
Q4 2023 |
175 |
$200M |
+$9.29M |
-$3.93M |
+$5.36M |
VOO, FIXD, FTCS, SPLG, VEA
|
13F-HR |
2/8/2024, 06:00 PM |
Q3 2023 |
157 |
$180M |
+$7.27M |
-$5.55M |
+$1.73M |
VOO, FIXD, FTCS, SPLG, VEA
|
13F-HR |
11/14/2023, 01:20 PM |
Q2 2023 |
156 |
$184M |
+$6.08M |
-$7.11M |
-$1.03M |
VOO, FIXD, FTCS, SPLG, VEA
|
13F-HR |
8/11/2023, 07:18 AM |
Q1 2023 |
144 |
$180M |
+$9.34M |
-$17.6M |
-$8.26M |
VOO, FIXD, FTCS, VEA, SPLG
|
13F-HR |
5/4/2023, 07:44 AM |
Q4 2022 |
147 |
$183M |
+$7.61M |
-$9.56M |
-$1.94M |
VOO, FTCS, FIXD, VEA, FVD
|
13F-HR |
2/6/2023, 04:19 PM |
Q3 2022 |
132 |
$171M |
+$10.2M |
-$8.68M |
+$1.5M |
VOO, FIXD, FTCS, VEA, SPLG
|
13F-HR |
11/23/2022, 11:01 AM |
Q2 2022 |
128 |
$180M |
+$2.66M |
-$5.39M |
-$2.73M |
VOO, VEA, FTCS, FIXD, SPLG
|
13F-HR |
8/1/2022, 02:04 PM |
Q1 2022 |
134 |
$199M |
+$21.8M |
-$43.7M |
-$21.9M |
VOO, VEA, FTCS, SPLG, FIXD
|
Restatement |
5/2/2022, 03:49 PM |
Q4 2021 |
517 |
$240M |
+$38.6M |
-$8.76M |
+$29.8M |
VOO, VEA, SPLG, FIXD, FTC
|
13F-HR |
2/2/2022, 05:41 PM |
Q3 2021 |
104 |
$200M |
+$16.3M |
-$10M |
+$6.34M |
VOO, VEA, FIXD, SPLG, FTC
|
13F-HR |
2/23/2022, 09:27 AM |
Q2 2021 |
101 |
$195M |
+$14M |
-$11.9M |
+$2.14M |
VOO, VEA, FIXD, SPLG, FTC
|
13F-HR |
2/22/2022, 03:13 PM |
Q1 2021 |
100 |
$186M |
+$11.8M |
-$20.9M |
-$9.12M |
VOO, VEA, FIXD, FTC, SPLG
|
13F-HR |
2/22/2022, 02:14 PM |
Q4 2020 |
100 |
$187M |
$0 |
$0 |
|
VOO, SPLG, VEA, FTC, FIXD
|
13F-HR |
2/16/2022, 10:42 AM |