Q3 2024 |
137 |
$522M |
+$4.42M |
-$5.16M |
-$740K |
VTI, VCSH, AAPL, BIV, DVY
|
13F-HR |
10/31/2024, 01:47 PM |
Q2 2024 |
133 |
$492M |
+$9.77M |
-$11.8M |
-$1.99M |
VTI, VCSH, AAPL, BIV, DVY
|
13F-HR |
7/23/2024, 03:52 PM |
Q1 2024 |
135 |
$493M |
+$4.62M |
-$4.05M |
+$570K |
VTI, VCSH, AAPL, BIV, DVY
|
13F-HR |
4/29/2024, 11:04 AM |
Q4 2023 |
132 |
$465M |
+$1.36M |
-$9.79M |
-$8.43M |
VTI, VCSH, AAPL, BIV, DVY
|
13F-HR |
1/31/2024, 03:17 PM |
Q3 2023 |
126 |
$438M |
+$1.88M |
-$12.3M |
-$10.4M |
VTI, VCSH, AAPL, BIV, DVY
|
13F-HR |
11/1/2023, 09:07 AM |
Q2 2023 |
129 |
$469M |
+$2.55M |
-$3.22M |
-$670K |
VTI, VCSH, AAPL, BIV, DVY
|
13F-HR |
7/31/2023, 09:28 AM |
Q1 2023 |
126 |
$452M |
+$863K |
-$5.83M |
-$4.97M |
VTI, VCSH, BIV, AAPL, DVY
|
13F-HR |
5/4/2023, 10:18 AM |
Q4 2022 |
124 |
$442M |
+$1.32M |
-$2.48M |
-$1.16M |
VTI, VCSH, BIV, DVY, AAPL
|
13F-HR |
1/31/2023, 09:16 AM |
Q3 2022 |
121 |
$412M |
+$4.08M |
-$1.91M |
+$2.17M |
VTI, VCSH, BIV, AAPL, DVY
|
13F-HR |
11/9/2022, 09:35 AM |
Q2 2022 |
121 |
$438M |
+$2.95M |
-$3.16M |
-$203K |
VTI, VCSH, BIV, DVY, AAPL
|
13F-HR |
8/8/2022, 09:18 AM |
Q1 2022 |
128 |
$495M |
+$3.52M |
-$5.97M |
-$2.45M |
VTI, VCSH, BIV, AAPL, DVY
|
13F-HR |
5/10/2022, 09:11 AM |
Q4 2021 |
131 |
$520M |
+$9.75M |
-$3.39M |
+$6.36M |
VTI, VCSH, BIV, AAPL, DVY
|
13F-HR |
1/31/2022, 09:17 AM |
Q3 2021 |
128 |
$480M |
+$6.57M |
-$6.64M |
-$65.6K |
VTI, VCSH, BIV, AAPL, DVY
|
13F-HR |
10/20/2021, 10:55 AM |
Q2 2021 |
130 |
$484M |
+$6.02M |
-$3.33M |
+$2.7M |
VTI, VCSH, BIV, AAPL, DVY
|
13F-HR |
8/6/2021, 09:16 AM |
Q1 2021 |
124 |
$460M |
+$2.36M |
-$12M |
-$9.62M |
VTI, VCSH, BIV, DVY, AAPL
|
13F-HR |
5/6/2021, 09:23 AM |
Q4 2020 |
121 |
$451M |
+$6.52M |
-$3.57M |
+$2.96M |
VTI, VCSH, BIV, AAPL, IEFA
|
13F-HR |
2/11/2021, 08:52 AM |
Q3 2020 |
116 |
$414M |
+$18.8M |
-$2.74M |
+$16.1M |
VTI, VCSH, BIV, AAPL, IEFA
|
13F-HR |
11/6/2020, 09:29 AM |
Q2 2020 |
113 |
$392M |
+$1.37M |
-$2.64M |
-$1.27M |
VTI, VCSH, BIV, AAPL, IEFA
|
13F-HR |
8/4/2020, 09:52 AM |
Q1 2020 |
109 |
$348M |
+$14.9M |
-$11.8M |
+$3.09M |
VTI, VCSH, BIV, IEFA, DVY
|
13F-HR |
4/23/2020, 09:24 AM |
Q4 2019 |
121 |
$407M |
+$20.2M |
-$1.91M |
+$18.2M |
VTI, VCSH, BIV, DVY, IEFA
|
13F-HR |
1/30/2020, 12:21 PM |
Q3 2019 |
120 |
$370M |
+$2.5M |
-$4.08M |
-$1.58M |
VTI, VCSH, BIV, DVY, AAPL
|
13F-HR |
11/6/2019, 09:32 AM |
Q2 2019 |
122 |
$365M |
+$3.04M |
-$12.1M |
-$9.08M |
VTI, VCSH, BIV, DVY, TIP
|
13F-HR |
7/17/2019, 09:10 AM |
Q1 2019 |
121 |
$364M |
+$725K |
-$3.44M |
-$2.71M |
VTI, VCSH, BIV, DVY, TIP
|
13F-HR |
5/7/2019, 10:17 AM |
Q4 2018 |
118 |
$335M |
+$1.43M |
-$9.33M |
-$7.9M |
VTI, VCSH, BIV, DVY, TIP
|
13F-HR |
1/18/2019, 09:50 AM |
Q3 2018 |
128 |
$377M |
+$678K |
-$6.37M |
-$5.69M |
VTI, VCSH, BIV, DVY, AAPL
|
13F-HR |
10/30/2018, 09:20 AM |
Q2 2018 |
127 |
$365M |
+$16.5M |
-$18.7M |
-$2.19M |
VTI, VCSH, BIV, DVY, TIP
|
13F-HR |
7/31/2018, 09:47 AM |
Q1 2018 |
126 |
$363M |
+$3.95M |
-$1.68M |
+$2.27M |
VTI, VCSH, BIV, DVY, TIP
|
13F-HR |
4/27/2018, 09:26 AM |
Q4 2017 |
125 |
$373M |
+$5.5M |
-$2.57M |
+$2.93M |
VTI, VCSH, BIV, DVY, TIP
|
13F-HR |
1/17/2018, 09:46 AM |
Q3 2017 |
120 |
$356M |
+$10.4M |
-$4.77M |
+$5.63M |
VTI, VCSH, BIV, DVY, TIP
|
13F-HR |
10/25/2017, 12:33 PM |
Q2 2017 |
118 |
$343M |
+$2.22M |
-$1.99M |
+$231K |
VTI, VCSH, BIV, DVY, TIP
|
13F-HR |
7/31/2017, 09:26 AM |
Q1 2017 |
116 |
$338M |
+$4.9M |
-$2.25M |
+$2.65M |
VTI, VCSH, BIV, DVY, TIP
|
13F-HR |
4/14/2017, 09:36 AM |
Q4 2016 |
116 |
$326M |
+$2.63M |
-$2.54M |
+$98.8K |
VCSH, VTI, BIV, DVY, TIP
|
13F-HR |
1/18/2017, 10:58 AM |
Q3 2016 |
112 |
$325M |
+$6.58M |
-$3.5M |
+$3.07M |
VCSH, VTI, BIV, DVY, TIP
|
13F-HR |
10/20/2016, 11:33 AM |
Q2 2016 |
112 |
$314M |
+$847K |
-$2.63M |
-$1.78M |
VCSH, VTI, BIV, DVY, TIP
|
13F-HR |
7/6/2016, 09:19 AM |
Q1 2016 |
111 |
$314M |
+$2.98M |
-$1.25M |
+$1.73M |
VCSH, VTI, BIV, DVY, TIP
|
13F-HR |
4/22/2016, 09:35 AM |
Q4 2015 |
110 |
$303M |
+$3.08M |
-$7.44M |
-$4.35M |
VCSH, VTI, BIV, DVY, TIP
|
13F-HR |
1/22/2016, 09:34 AM |
Q3 2015 |
111 |
$294M |
+$4.24M |
-$2.57M |
+$1.67M |
VCSH, VTI, BIV, DVY, TIP
|
13F-HR |
10/29/2015, 09:19 AM |
Q2 2015 |
111 |
$307M |
+$764K |
-$7.72M |
-$6.96M |
VCSH, VTI, BIV, DVY, TIP
|
13F-HR |
7/22/2015, 09:23 AM |
Q1 2015 |
112 |
$319M |
+$8M |
-$4.64M |
+$3.36M |
VCSH, VTI, BIV, DVY, TIP
|
13F-HR |
4/27/2015, 10:05 AM |
Q4 2014 |
114 |
$316M |
+$12.1M |
-$5.19M |
+$6.96M |
VCSH, VTI, BIV, DVY, TIP
|
13F-HR |
1/22/2015, 04:24 PM |
Q3 2014 |
109 |
$300M |
+$4.66M |
-$2.57M |
+$2.09M |
VCSH, VTI, BIV, DVY, TIP
|
13F-HR |
10/27/2014, 10:00 AM |
Q2 2014 |
107 |
$296M |
+$11.5M |
-$2.47M |
+$9.02M |
VCSH, VTI, BIV, DVY, TIP
|
13F-HR |
8/8/2014, 11:03 AM |
Q1 2014 |
108 |
$287M |
+$6.37M |
-$4.92M |
+$1.45M |
VCSH, VTI, BIV, DVY, TIP
|
13F-HR |
4/25/2014, 09:26 AM |
Q4 2013 |
104 |
$282M |
$0 |
$0 |
|
VCSH, VTI, BIV, DVY, TIP
|
13F-HR |
1/22/2014, 10:06 AM |