Q3 2024 |
89 |
$172M |
+$8.44M |
-$4.93M |
+$3.51M |
IJH, EFA, IVV, VGSH, AAPL
|
13F-HR |
10/8/2024, 12:38 PM |
Q2 2024 |
86 |
$161M |
+$5.86M |
-$5.79M |
+$75.6K |
IJH, EFA, IVV, VGSH, MSFT
|
13F-HR |
7/25/2024, 11:17 AM |
Q1 2024 |
85 |
$160M |
+$17.5M |
-$4.59M |
+$12.9M |
IJH, EFA, VGSH, IVV, MSFT
|
13F-HR |
5/13/2024, 04:22 PM |
Q4 2023 |
83 |
$151M |
+$4.13M |
-$9.23M |
-$5.1M |
IJH, EFA, VGSH, AAPL, MSFT
|
13F-HR |
3/15/2024, 02:14 PM |
Q3 2023 |
81 |
$143M |
+$3.15M |
-$5.06M |
-$1.92M |
IJH, EFA, VGSH, IJR, AAPL
|
13F-HR |
10/25/2023, 04:36 PM |
Q2 2023 |
83 |
$150M |
+$7.24M |
-$6.19M |
+$1.05M |
IJH, EFA, VGSH, AAPL, IJR
|
13F-HR |
9/18/2023, 12:51 PM |
Q1 2023 |
79 |
$143M |
+$2.33M |
-$2.19M |
+$140K |
IJH, EFA, VGSH, IJR, AAPL
|
13F-HR |
9/18/2023, 12:47 PM |
Q4 2022 |
81 |
$137M |
+$7.52M |
-$6.21M |
+$1.32M |
IJH, VGSH, EFA, IJR, IAU
|
13F-HR |
9/18/2023, 01:06 PM |
Q3 2022 |
79 |
$125M |
+$9.29M |
-$3.85M |
+$5.45M |
IJH, IJR, AAPL, EFA, HYS
|
13F-HR |
9/18/2023, 12:38 PM |
Q2 2022 |
78 |
$130M |
+$3.05M |
-$3.26M |
-$218K |
IJH, IJR, EFA, AAPL, VTIP
|
13F-HR |
8/24/2022, 02:46 PM |
Q1 2022 |
84 |
$152M |
+$2.76M |
-$9.5M |
-$6.74M |
IJH, EFA, AAPL, IJR, VTIP
|
13F-HR |
5/18/2022, 09:37 AM |
Q4 2021 |
87 |
$166M |
+$5.86M |
-$5.82M |
+$36.1K |
IJH, EFA, AAPL, IJR, MSFT
|
13F-HR |
2/16/2022, 02:39 PM |
Q3 2021 |
86 |
$155M |
+$2.14M |
-$4.16M |
-$2.01M |
IJH, EFA, IJR, IAU, AAPL
|
13F-HR |
11/22/2021, 04:04 PM |
Q2 2021 |
89 |
$159M |
+$12.7M |
-$3.27M |
+$9.41M |
IJH, EFA, IJR, IAU, AAPL
|
13F-HR |
8/17/2021, 03:16 PM |
Q1 2021 |
88 |
$141M |
+$3.45M |
-$10.4M |
-$6.92M |
IJH, EFA, IJR, AAPL, VTIP
|
13F-HR |
5/25/2021, 01:51 PM |
Q4 2020 |
88 |
$138M |
+$15.8M |
-$11.9M |
+$3.87M |
IJH, EFA, IJR, AAPL, VTIP
|
13F-HR |
2/16/2021, 11:59 AM |
Q2 2020 |
85 |
$118M |
$0 |
$0 |
|
IJH, EFA, AAPL, VNQ, VTIP
|
13F-HR |
8/11/2020, 09:13 AM |
Q3 2019 |
64 |
$86.6M |
+$3.16M |
-$4.25M |
-$1.09M |
IJH, VNQ, EFA, HYS, FLOT
|
13F-HR |
11/14/2019, 04:41 PM |
Q2 2019 |
66 |
$86.7M |
+$3.62M |
-$2.82M |
+$796K |
IJH, VNQ, EFA, HYS, FLOT
|
13F-HR |
7/31/2019, 10:38 AM |
Q1 2019 |
59 |
$84.1M |
+$886K |
-$721K |
+$165K |
IJH, VNQ, EFA, HYS, FLOT
|
13F-HR |
5/6/2019, 03:33 PM |
Q4 2018 |
58 |
$81.6M |
+$4.5M |
-$3.48M |
+$1.02M |
IJH, VNQ, EFA, FLOT, HYS
|
13F-HR |
2/15/2019, 11:51 AM |
Q3 2018 |
60 |
$84.7M |
+$2.78M |
-$296K |
+$2.48M |
IJH, VNQ, HYS, IJR, EFA
|
Restatement |
10/23/2018, 02:28 PM |
Q2 2018 |
57 |
$79.9M |
+$4.51M |
-$4.61M |
-$99.7K |
IJH, VNQ, HYS, IJR, VTIP
|
13F-HR |
7/24/2018, 10:02 AM |
Q4 2017 |
60 |
$79.2M |
+$3.63M |
-$4.62M |
-$996K |
IJH, VNQ, HYS, VTIP, IJR
|
13F-HR |
2/8/2018, 12:31 PM |
Q2 2017 |
59 |
$75.3M |
+$2.15M |
-$2.74M |
-$588K |
IJH, VNQ, HYS, VTIP, MCD
|
13F-HR |
7/19/2017, 03:30 PM |
Q1 2017 |
61 |
$74.3M |
+$4.52M |
-$3.9M |
+$620K |
IJH, VNQ, HYS, VTIP, DBEF
|
13F-HR |
4/19/2017, 01:00 PM |
Q4 2016 |
63 |
$69.6M |
+$2.6M |
-$5.18M |
-$2.58M |
IJH, HYS, VNQ, DBEF, VTIP
|
13F-HR |
2/2/2017, 04:27 PM |
Q3 2016 |
63 |
$71M |
+$754K |
-$4.08M |
-$3.33M |
IJH, HYS, VNQ, DBEF, VTIP
|
13F-HR |
10/20/2016, 09:50 AM |
Q2 2016 |
65 |
$72.9M |
+$1.36M |
-$2.96M |
-$1.6M |
IJH, HYS, VNQ, DBEF, XOM
|
13F-HR |
7/19/2016, 10:29 AM |
Q1 2016 |
66 |
$72.5M |
+$2.06M |
-$3.83M |
-$1.77M |
IJH, HYS, VNQ, DBEF, VTIP
|
Restatement |
5/19/2016, 02:32 PM |
Q4 2015 |
65 |
$72.9M |
+$5.71M |
-$2.18M |
+$3.53M |
IJH, HYS, DBEF, VNQ, MCD
|
13F-HR |
2/2/2016, 11:41 AM |
Q3 2015 |
65 |
$67.2M |
+$4.05M |
-$3.62M |
+$429K |
HYS, IJH, DBEF, VNQ, XOM
|
13F-HR |
10/19/2015, 12:51 PM |
Q2 2015 |
69 |
$70.4M |
+$2.12M |
-$2M |
+$122K |
HYS, IJH, VNQ, DBEF, XOM
|
13F-HR |
7/21/2015, 05:07 PM |
Q1 2015 |
70 |
$71.7M |
+$6.23M |
-$4.7M |
+$1.53M |
HYS, IJH, VNQ, DBEF, XOM
|
13F-HR |
4/9/2015, 12:56 PM |
Q4 2014 |
69 |
$69.5M |
+$3.53M |
-$3.51M |
+$18.9K |
HYS, IJH, VNQ, XOM, ADP
|
13F-HR |
1/28/2015, 01:17 PM |
Q3 2014 |
70 |
$67.3M |
+$2.35M |
-$3.47M |
-$1.12M |
HYS, IJH, XOM, VNQ, ADP
|
13F-HR |
10/31/2014, 12:18 PM |
Q2 2014 |
71 |
$69.1M |
+$8.29M |
-$1.54M |
+$6.75M |
HYS, XOM, VNQ, IJH, ADP
|
13F-HR |
7/10/2014, 02:24 PM |
Q1 2014 |
62 |
$60.9M |
+$1.58M |
-$2.57M |
-$995K |
HYS, XOM, ADP, IJH, VNQ
|
13F-HR |
4/10/2014, 01:44 PM |
Q4 2013 |
65 |
$62.1M |
$0 |
$0 |
|
HYS, XOM, ADP, IJH, VNQ
|
13F-HR |
1/15/2014, 09:39 AM |