Q2 2024 |
39 |
$331M |
+$1.01M |
-$2.03M |
-$1.02M |
VTI, VEA, VWO, EFA, BRKB
|
13F-HR |
8/5/2024, 06:35 PM |
Q1 2024 |
40 |
$329M |
+$6.6M |
-$1.47M |
+$5.13M |
VTI, VEA, VWO, EFA, IEFA
|
13F-HR |
4/25/2024, 04:23 PM |
Q4 2023 |
37 |
$304M |
+$812K |
-$16.2M |
-$15.4M |
VTI, VEA, VWO, EFA, IEFA
|
13F-HR |
2/13/2024, 01:19 PM |
Q3 2023 |
41 |
$293M |
+$5.19M |
-$2.01M |
+$3.18M |
VTI, VEA, VWO, EFA, IEFA
|
13F-HR |
10/25/2023, 07:45 PM |
Q2 2023 |
41 |
$306M |
+$478K |
-$4.09M |
-$3.61M |
VTI, VEA, VWO, EFA, IEFA
|
13F-HR |
7/31/2023, 03:45 PM |
Q1 2023 |
42 |
$296M |
+$4.78M |
-$163M |
-$158M |
VTI, VEA, VWO, EFA, IEFA
|
13F-HR |
4/27/2023, 07:05 PM |
Q4 2022 |
56 |
$433M |
+$6.58M |
-$21.4M |
-$14.8M |
VTI, VEA, IEFA, VWO, NFLX
|
13F-HR |
1/26/2023, 02:12 PM |
Q3 2022 |
53 |
$412M |
+$4.7M |
-$11M |
-$6.34M |
VTI, VEA, IEFA, VWO, BOND
|
13F-HR |
10/27/2022, 07:13 PM |
Q2 2022 |
56 |
$446M |
+$2.86M |
-$24.1M |
-$21.2M |
VTI, VEA, IEFA, VWO, EFA
|
13F-HR |
7/25/2022, 06:05 PM |
Q1 2022 |
65 |
$561M |
+$11M |
-$3.65M |
+$7.35M |
VTI, VEA, IEFA, VWO, NFLX
|
13F-HR |
4/15/2022, 01:10 PM |
Q4 2021 |
63 |
$609M |
+$15.3M |
-$6.7M |
+$8.56M |
VTI, VEA, IEFA, VWO, NFLX
|
13F-HR |
2/1/2022, 03:57 PM |
Q3 2021 |
62 |
$578M |
+$8.07M |
-$11.4M |
-$3.37M |
VTI, VEA, IEFA, VWO, NFLX
|
13F-HR |
10/19/2021, 07:11 PM |
Q2 2021 |
60 |
$593M |
+$8.51M |
-$10.1M |
-$1.64M |
VTI, VEA, IEFA, VWO, NFLX
|
13F-HR |
7/20/2021, 04:43 PM |
Q1 2021 |
58 |
$561M |
+$17.5M |
-$18.8M |
-$1.32M |
VTI, VEA, IEFA, VWO, NFLX
|
13F-HR |
4/16/2021, 04:01 PM |
Q4 2020 |
53 |
$542M |
+$3.07M |
-$13.6M |
-$10.5M |
VTI, VEA, IEFA, VWO, VNQ
|
13F-HR |
1/25/2021, 03:46 PM |
Q3 2020 |
54 |
$483M |
+$585K |
$0 |
+$585K |
VTI, VEA, IEFA, VWO, BOND
|
Restatement |
10/26/2020, 05:32 PM |
Q2 2020 |
54 |
$0 |
$0 |
$0 |
|
|
13F-HR |
8/7/2020, 06:42 PM |
Q1 2020 |
58 |
$435M |
+$31.1M |
-$122M |
-$91.4M |
VTI, VEA, IEFA, VWO, FTSV
|
13F-HR |
4/28/2020, 03:29 PM |
Q4 2019 |
69 |
$647M |
+$18.4M |
-$7.39M |
+$11M |
VTI, VEA, VWO, VNQ, EFA
|
13F-HR |
1/31/2020, 02:19 PM |
Q3 2019 |
66 |
$591M |
$0 |
$0 |
|
VTI, VEA, VWO, VNQ, EFA
|
New Holdings |
1/31/2020, 02:10 PM |
Q3 2019 |
66 |
$591M |
+$5.96M |
-$63M |
-$57.1M |
VTI, VEA, VWO, VNQ, EFA
|
13F-HR |
11/12/2019, 04:54 PM |
Q2 2019 |
62 |
$660M |
$0 |
$0 |
|
VTI, VEA, VWO, VNQ, EFA
|
New Holdings |
1/23/2020, 06:50 PM |
Q2 2019 |
62 |
$660M |
+$21.5M |
-$17.5M |
+$3.98M |
VTI, VEA, VWO, VNQ, EFA
|
13F-HR |
8/14/2019, 08:20 PM |
Q1 2019 |
57 |
$642M |
$0 |
$0 |
|
VTI, VEA, VWO, VNQ, EFA
|
New Holdings |
1/22/2020, 03:59 PM |
Q1 2019 |
61 |
$650M |
+$7.26M |
-$25.9M |
-$18.6M |
VTI, VEA, VWO, VNQ, EFA
|
13F-HR |
5/9/2019, 08:00 PM |
Q4 2018 |
58 |
$592M |
$0 |
$0 |
|
VTI, VEA, VWO, VNQ, EFA
|
New Holdings |
1/21/2020, 03:30 PM |
Q4 2018 |
61 |
$599M |
+$62.2M |
-$53.1M |
+$9.19M |
VTI, VEA, VWO, VNQ, EFA
|
13F-HR |
2/13/2019, 09:56 PM |
Q3 2018 |
64 |
$670M |
+$22.8M |
-$16M |
+$6.75M |
VTI, VEA, VWO, VNQ, XLE
|
13F-HR |
11/13/2018, 05:26 PM |
Q2 2018 |
61 |
$655M |
+$50.1M |
-$58.6M |
-$8.47M |
VTI, VEA, VWO, VNQ, XLE
|
13F-HR |
8/3/2018, 06:54 PM |
Q1 2018 |
60 |
$655M |
+$32.9M |
-$39.7M |
-$6.74M |
VTI, VEA, VWO, BOND, EFA
|
13F-HR |
5/8/2018, 07:42 PM |
Q4 2017 |
86 |
$670M |
+$17.4M |
-$13.6M |
+$3.72M |
VTI, VEA, VWO, XLE, EFA
|
Restatement |
5/7/2018, 06:58 PM |
Q3 2017 |
84 |
$644M |
+$29.6M |
-$9.02M |
+$20.6M |
VTI, VEA, VWO, XLE, EFA
|
Restatement |
5/7/2018, 07:04 PM |
Q2 2017 |
77 |
$600M |
+$10.7M |
-$20.1M |
-$9.47M |
VTI, VEA, VWO, EFA, XLE
|
Restatement |
5/7/2018, 07:08 PM |
Q1 2017 |
83 |
$597M |
+$41.4M |
-$12.9M |
+$28.5M |
VTI, VEA, VWO, XLE, EFA
|
Restatement |
5/7/2018, 07:12 PM |
Q4 2016 |
85 |
$547M |
+$39.6M |
-$50.7M |
-$11.2M |
VTI, VEA, VWO, XLE, EFA
|
13F-HR |
2/8/2017, 01:58 PM |
Q3 2016 |
88 |
$561M |
+$47.6M |
-$4.32M |
+$43.3M |
VTI, VEA, VWO, BOND, XLE
|
13F-HR |
10/26/2016, 04:40 PM |
Q2 2016 |
74 |
$499M |
+$37M |
-$5.3M |
+$31.7M |
VTI, VWO, VEA, BOND, XLE
|
13F-HR |
8/3/2016, 03:45 PM |
Q1 2016 |
72 |
$456M |
+$66.3M |
-$58.8M |
+$7.46M |
VTI, VWO, VEA, BOND, XLE
|
13F-HR |
5/2/2016, 03:00 PM |
Q4 2015 |
95 |
$441M |
+$122M |
-$30.5M |
+$91.6M |
VTI, VWO, EFA, BOND, VDE
|
13F-HR |
2/10/2016, 02:07 PM |
Q3 2015 |
48 |
$342M |
+$26M |
-$32.9M |
-$6.9M |
VTI, EFA, XLE, VEA, VWO
|
13F-HR |
10/30/2015, 03:22 PM |
Q2 2015 |
58 |
$388M |
+$27.5M |
-$8.61M |
+$18.9M |
VTI, EFA, XLE, VWO, TLT
|
13F-HR |
8/10/2015, 04:10 PM |
Q1 2015 |
54 |
$373M |
+$35.5M |
-$12.2M |
+$23.3M |
VTI, EFA, VWO, XLE, VDE
|
Restatement |
5/7/2015, 03:10 PM |
Q4 2014 |
57 |
$345M |
+$30.7M |
-$23.8M |
+$6.83M |
VTI, EFA, VWO, XLE, TLT
|
13F-HR |
2/6/2015, 01:30 PM |
Q3 2014 |
57 |
$342M |
+$33.8M |
-$32.8M |
+$1.09M |
EFA, VTI, XLE, TLT, VWO
|
13F-HR |
10/17/2014, 05:22 PM |
Q2 2014 |
53 |
$355M |
+$21.6M |
-$2.82M |
+$18.8M |
EFA, VTI, XLE, GLD, TLT
|
13F-HR |
8/7/2014, 05:55 PM |
Q1 2014 |
49 |
$323M |
+$55.2M |
-$18.9M |
+$36.3M |
EFA, VTI, XLE, GLD, TLT
|
13F-HR |
4/23/2014, 04:26 PM |
Q4 2013 |
48 |
$283M |
$0 |
$0 |
|
EFA, VTI, TLT, VWO, EEM
|
13F-HR |
1/28/2014, 01:40 PM |