Q3 2024 |
4 |
$266M |
$0 |
-$5.34M |
-$5.34M |
VTI, IEFA, VB, VT
|
13F-HR |
10/25/2024, 03:27 PM |
Q2 2024 |
4 |
$255M |
$0 |
-$6.44M |
-$6.44M |
VTI, IEFA, VB, VT
|
13F-HR |
7/25/2024, 11:17 AM |
Q1 2024 |
4 |
$258M |
+$205K |
-$2.22M |
-$2.02M |
VTI, IEFA, VB, VT
|
13F-HR |
5/23/2024, 10:05 AM |
Q4 2023 |
3 |
$239M |
+$49.6M |
-$2.47M |
+$47.1M |
VTI, IEFA, VB
|
13F-HR |
2/8/2024, 03:31 PM |
Q3 2023 |
3 |
$173M |
+$185K |
-$466K |
-$281K |
VTI, IEFA, VB
|
13F-HR |
11/7/2023, 03:24 PM |
Q2 2023 |
4 |
$181M |
+$714K |
-$486K |
+$228K |
VTI, IEFA, VB, VT
|
13F-HR |
7/26/2023, 10:21 AM |
Q1 2023 |
4 |
$171M |
+$3.07M |
-$131K |
+$2.93M |
VTI, IEFA, VB, VT
|
13F-HR |
5/15/2023, 09:46 AM |
Q4 2022 |
4 |
$157M |
$0 |
-$5.99M |
-$5.99M |
VTI, IEFA, VB, VT
|
13F-HR |
3/21/2023, 03:41 PM |
Q3 2022 |
6 |
$148M |
$0 |
-$4.51M |
-$4.51M |
VTI, IEFA, VB, IVV, VT
|
13F-HR |
3/21/2023, 03:41 PM |
Q2 2022 |
8 |
$163M |
+$50.4K |
-$6.16M |
-$6.11M |
VTI, IEFA, VB, CBT, IVV
|
13F-HR |
3/21/2023, 03:40 PM |
Q1 2022 |
9 |
$202M |
+$1.08M |
-$3.85M |
-$2.77M |
VTI, IEFA, VB, CBT, IVV
|
13F-HR |
3/21/2023, 03:40 PM |
Q4 2021 |
12 |
$218M |
+$2.09M |
-$13.7M |
-$11.6M |
VTI, IEFA, VB, CBT, IVV
|
13F-HR |
3/21/2023, 03:39 PM |
Q3 2021 |
17 |
$218M |
+$61.1K |
-$1.46M |
-$1.4M |
VTI, IEFA, VB, CBT, CTRA
|
13F-HR |
12/30/2021, 02:24 PM |
Q2 2021 |
17 |
$221M |
$0 |
-$1.54M |
-$1.54M |
VTI, IEFA, VB, CBT, CTRA
|
13F-HR |
12/30/2021, 02:21 PM |
Q1 2021 |
17 |
$210M |
+$630K |
-$349K |
+$281K |
VTI, IEFA, VB, CBT, CTRA
|
13F-HR |
12/30/2021, 02:19 PM |
Q4 2020 |
17 |
$197M |
+$18.4M |
-$1.96M |
+$16.4M |
VTI, IEFA, VB, CBT, CTRA
|
13F-HR |
12/30/2021, 02:16 PM |
Q3 2020 |
9 |
$158M |
+$90.6K |
-$45.6K |
+$45.1K |
VTI, IEFA, CBT, CTRA, JNJ
|
13F-HR |
12/7/2020, 05:23 PM |
Q2 2020 |
9 |
$148M |
+$923K |
-$76.1K |
+$847K |
VTI, IEFA, CBT, CTRA, JNJ
|
13F-HR |
12/7/2020, 05:23 PM |
Q1 2020 |
9 |
$124M |
+$408K |
-$247K |
+$161K |
VTI, IEFA, CTRA, CBT, JNJ
|
13F-HR |
4/9/2020, 03:12 PM |
Q4 2019 |
9 |
$159M |
+$7.71M |
-$298K |
+$7.41M |
VTI, IEFA, CBT, CTRA, JNJ
|
13F-HR |
1/16/2020, 11:55 AM |
Q3 2019 |
9 |
$136M |
$0 |
$0 |
|
VTI, IEFA, CBT, JNJ, HON
|
13F-HR |
10/18/2019, 12:02 PM |
Q2 2019 |
9 |
$145M |
+$101K |
$0 |
+$101K |
VTI, IEFA, CBT, CTRA, JNJ
|
13F-HR |
8/19/2019, 12:49 PM |
Q1 2019 |
9 |
$137M |
+$7M |
-$22M |
-$15M |
VTI, IEFA, CBT, JNJ, PFE
|
13F-HR |
4/30/2019, 01:07 PM |
Q4 2018 |
9 |
$149M |
+$16.7M |
-$371K |
+$16.3M |
VTI, IEFA, CTRA, CBT, JNJ
|
13F-HR |
1/18/2019, 11:00 AM |
Q3 2018 |
9 |
$137M |
+$12.7M |
-$4.46M |
+$8.21M |
VTI, IEFA, CTRA, JNJ, PFE
|
13F-HR |
10/17/2018, 01:42 PM |
Q2 2018 |
10 |
$146M |
+$8.92M |
-$1.07M |
+$7.85M |
VTI, IEFA, CBT, CTRA, ABBV
|
13F-HR |
7/13/2018, 11:41 AM |
Q1 2018 |
9 |
$136M |
+$12.7M |
-$34.5M |
-$21.8M |
VTI, IEFA, CTRA, CBT, JNJ
|
13F-HR |
5/21/2018, 05:08 PM |
Q4 2017 |
13 |
$164M |
+$1.56M |
-$18.3M |
-$16.7M |
VTI, IEFA, CTRA, CBT, JPM
|
13F-HR |
2/13/2018, 02:04 PM |
Q3 2017 |
14 |
$172M |
+$1.31M |
-$9.42M |
-$8.11M |
VTI, IEFA, CTRA, CBT, JPM
|
13F-HR |
10/30/2017, 12:48 PM |
Q2 2017 |
15 |
$174M |
+$16.3M |
-$14.6M |
+$1.7M |
VTI, IEFA, CTRA, CBT, JPM
|
13F-HR |
8/9/2017, 11:46 AM |
Q1 2017 |
18 |
$168M |
+$12.8M |
-$2.72M |
+$10.1M |
VTI, IEFA, CTRA, CBT, JPM
|
13F-HR |
5/16/2017, 10:34 AM |
Q4 2016 |
18 |
$120M |
+$7.5M |
-$300K |
+$7.2M |
CTRA, CBT, JPM, GILD, SYK
|
13F-HR |
1/23/2017, 12:33 PM |
Q3 2016 |
18 |
$124M |
+$8.85M |
-$780K |
+$8.07M |
CTRA, CBT, VTI, GILD, JPM
|
13F-HR |
11/7/2016, 04:36 PM |
Q2 2016 |
18 |
$109M |
+$2.18M |
-$29.5M |
-$27.4M |
CTRA, CBT, GILD, JPM, SYK
|
13F-HR |
8/9/2016, 12:39 PM |
Q1 2016 |
22 |
$136M |
+$2.37M |
-$19.9M |
-$17.6M |
CTRA, CBT, GILD, CVS, SYK
|
13F-HR |
5/6/2016, 11:21 AM |
Q4 2015 |
27 |
$147M |
+$9.57M |
-$32.5M |
-$22.9M |
CTRA, CBT, GILD, CVS, SYK
|
13F-HR |
2/3/2016, 10:41 AM |
Q3 2015 |
32 |
$166M |
+$583K |
-$4.94M |
-$4.36M |
CTRA, GILD, CVS, CBT, SYK
|
13F-HR |
11/13/2015, 10:34 AM |
Q2 2015 |
30 |
$203M |
+$7.39M |
-$41.9M |
-$34.5M |
CTRA, GILD, CBT, CVS, SYK
|
13F-HR |
8/11/2015, 03:00 PM |
Q1 2015 |
39 |
$235M |
+$2.17M |
-$30.2M |
-$28M |
CTRA, CBT, GILD, GLD, CVS
|
13F-HR |
5/14/2015, 04:34 PM |
Q4 2014 |
43 |
$269M |
+$7.92M |
-$5.29M |
+$2.62M |
CTRA, CBT, GILD, GLD, CVS
|
13F-HR |
2/11/2015, 11:00 AM |
Q3 2014 |
45 |
$269M |
+$9.91M |
-$11M |
-$1.11M |
CTRA, CBT, GILD, GLD, EPD
|
13F-HR |
11/5/2014, 12:11 PM |
Q2 2014 |
45 |
$283M |
+$20.1M |
-$13.5M |
+$6.58M |
CTRA, CBT, GLD, GILD, EPD
|
13F-HR |
8/11/2014, 01:15 PM |
Q1 2014 |
44 |
$268M |
+$16.3M |
-$26.2M |
-$9.86M |
CTRA, CBT, GLD, WIP, EPD
|
13F-HR |
5/14/2014, 12:22 PM |
Q4 2013 |
41 |
$272M |
$0 |
$0 |
|
CTRA, CBT, GILD, GLD, WIP
|
13F-HR |
2/10/2014, 12:34 PM |