Q3 2024 |
107 |
$354M |
+$45.9M |
-$26.5M |
+$19.4M |
VXUS, TGT, VT, VOO, EEM
|
13F-HR |
11/12/2024, 03:51 PM |
Q2 2024 |
110 |
$315M |
+$36.3M |
-$23M |
+$13.3M |
VXUS, VT, EEM, IJR, SPY
|
13F-HR |
8/9/2024, 02:27 PM |
Q1 2024 |
97 |
$300M |
+$49.9M |
-$23.8M |
+$26.1M |
VXUS, VT, EEM, VOO, SPY
|
13F-HR |
5/13/2024, 04:30 PM |
Q4 2023 |
98 |
$257M |
+$134M |
-$19M |
+$115M |
VXUS, EEM, SPY, DFAI, VT
|
13F-HR |
2/14/2024, 03:39 PM |
Q3 2023 |
102 |
$129M |
+$14.3M |
-$16.9M |
-$2.6M |
VXUS, DFAI, SPY, IAU, IJR
|
Restatement |
11/27/2023, 05:02 PM |
Q2 2023 |
151 |
$137M |
+$27.2M |
-$39.9M |
-$12.7M |
VXUS, DFAI, SPY, VT, IAU
|
13F-HR |
8/14/2023, 05:23 PM |
Q1 2023 |
200 |
$126M |
+$21.7M |
-$29.5M |
-$7.8M |
VXUS, SPY, DFAE, VT, MSFT
|
13F-HR |
5/15/2023, 10:35 AM |
Q4 2022 |
213 |
$123M |
+$10.9M |
-$78.1M |
-$67.1M |
VXUS, DFAI, VT, MSFT, IAU
|
13F-HR |
2/8/2023, 02:46 PM |
Q3 2022 |
166 |
$207M |
+$78.8M |
-$47.7M |
+$31M |
VXUS, SPY, IEMG, MSFT, DFAI
|
13F-HR |
11/14/2022, 08:39 AM |
Q2 2022 |
167 |
$194M |
+$28.9M |
-$35.2M |
-$6.34M |
VEU, VWO, SPY, DFAI, MSFT
|
13F-HR |
8/11/2022, 12:57 PM |
Q1 2022 |
180 |
$237M |
+$30.7M |
-$41M |
-$10.3M |
VEU, VWO, SPY, DFAI, MSFT
|
13F-HR |
5/12/2022, 03:58 PM |
Q4 2021 |
195 |
$263M |
+$92M |
-$28.5M |
+$63.4M |
VEU, VWO, SPY, GLD, DFAI
|
Restatement |
3/25/2022, 11:52 AM |
Q3 2021 |
98 |
$190M |
+$16.6M |
-$34.8M |
-$18.3M |
VEU, VWO, IJR, GLD, DFAI
|
13F-HR |
11/12/2021, 02:00 PM |
Q2 2021 |
92 |
$213M |
+$33.7M |
-$16.6M |
+$17.1M |
VEU, VWO, IJR, GLD, DFAI
|
13F-HR |
8/13/2021, 11:35 AM |
Q1 2021 |
69 |
$186M |
+$22.4M |
-$17.1M |
+$5.26M |
VEU, VWO, IJR, DFAI, GLD
|
13F-HR |
5/14/2021, 02:14 PM |
Q4 2020 |
73 |
$170M |
+$52.4M |
-$27.2M |
+$25.2M |
VEU, VWO, IJR, GLD, DFAI
|
13F-HR |
2/12/2021, 02:00 PM |
Q3 2020 |
76 |
$131M |
+$26.7M |
-$17.8M |
+$8.92M |
GLD, VWO, VOO, VEU, IJR
|
13F-HR |
11/12/2020, 04:31 PM |
Q2 2020 |
72 |
$114M |
+$34.6M |
-$22.9M |
+$11.6M |
GLD, VWO, IJR, VOO, VEU
|
13F-HR |
8/10/2020, 02:55 PM |
Q1 2020 |
69 |
$87.3M |
+$15.9M |
-$19.9M |
-$4.04M |
GLD, VWO, SPY, TIP, CHTR
|
13F-HR |
5/8/2020, 01:48 PM |
Q4 2019 |
66 |
$108M |
$0 |
$0 |
|
VWO, GLD, GOOG, BABA, EXPD
|
13F-HR |
2/12/2020, 01:00 PM |