Q3 2024 |
2,167 |
$1.34B |
+$192M |
-$20M |
+$172M |
SPLG, GSLC, IVV, MSFT, AAPL
|
13F-HR |
10/15/2024, 02:39 PM |
Q2 2024 |
2,063 |
$1.1B |
+$92.7M |
-$31.8M |
+$60.9M |
GSLC, MSFT, IVV, AAPL, SPLG
|
13F-HR |
7/16/2024, 02:17 PM |
Q1 2024 |
2,016 |
$1.04B |
+$119M |
-$224M |
-$106M |
GSLC, SPLG, MSFT, VTI, IVV
|
13F-HR |
4/12/2024, 11:16 AM |
Q4 2023 |
2,424 |
$1.08B |
+$124M |
-$243M |
-$119M |
GSLC, AAPL, MSFT, VOO, VTI
|
13F-HR |
1/19/2024, 03:34 PM |
Q3 2023 |
2,276 |
$1.1B |
+$83.4M |
-$103M |
-$19.8M |
GSLC, AAPL, VTIP, MSFT, VWO
|
13F-HR |
10/12/2023, 03:45 PM |
Q2 2023 |
2,339 |
$1.17B |
+$65.9M |
-$36.7M |
+$29.2M |
GSLC, AAPL, MSFT, VTIP, SPY
|
13F-HR |
7/14/2023, 01:59 PM |
Q1 2023 |
2,390 |
$1.09B |
+$78.2M |
-$48.2M |
+$30M |
GSLC, AAPL, VTIP, MSFT, VB
|
13F-HR |
4/28/2023, 04:52 PM |
Q4 2022 |
2,377 |
$1.02B |
+$55.6M |
-$112M |
-$56.5M |
GSLC, AAPL, VTIP, MSFT, IAGG
|
13F-HR |
1/13/2023, 02:54 PM |
Q3 2022 |
1,820 |
$999M |
+$79.4M |
-$30M |
+$49.4M |
GSLC, AAPL, VTIP, MSFT, IAGG
|
13F-HR |
10/4/2022, 01:19 PM |
Q2 2022 |
1,846 |
$1.02B |
+$104M |
-$460M |
-$355M |
GSLC, AAPL, MSFT, VTIP, IAGG
|
13F-HR |
7/7/2022, 11:35 AM |
Q1 2022 |
1,963 |
$1.58B |
+$186M |
-$122M |
+$63.9M |
BND, VGK, IWM, GSLC, DFUS
|
13F-HR |
4/14/2022, 01:46 PM |
Q4 2021 |
1,983 |
$1.62B |
+$172M |
-$67.9M |
+$105M |
BND, VGK, IWM, GSLC, AAPL
|
13F-HR |
1/19/2022, 03:26 PM |
Q3 2021 |
1,851 |
$1.43B |
+$176M |
-$221M |
-$44.7M |
BND, VGK, IWM, GSLC, AAPL
|
13F-HR |
10/15/2021, 05:01 PM |
Q2 2021 |
1,775 |
$1.5B |
+$85.2M |
-$56.4M |
+$28.8M |
BND, VGK, IWM, GSLC, AAPL
|
13F-HR |
7/6/2021, 01:31 PM |
Q1 2021 |
1,723 |
$1.4B |
+$172M |
-$63.3M |
+$109M |
BND, VGK, IWM, GSLC, AAPL
|
13F-HR |
4/14/2021, 03:36 PM |
Q4 2020 |
1,628 |
$1.24B |
+$67M |
-$118M |
-$50.5M |
BND, VGK, IWM, GSLC, AAPL
|
13F-HR |
2/4/2021, 05:17 PM |
Q3 2020 |
1,688 |
$1.16B |
+$97.8M |
-$216M |
-$119M |
BND, VGK, IWM, GSLC, AAPL
|
13F-HR |
11/6/2020, 10:41 AM |
Q2 2020 |
1,731 |
$1.24B |
+$115M |
-$122M |
-$7.27M |
BND, VGK, IWM, GSLC, SCHO
|
13F-HR |
8/26/2020, 03:42 PM |
Q1 2020 |
1,742 |
$1.08B |
+$174M |
-$72.7M |
+$101M |
BND, VGK, IWM, GSLC, SCHO
|
13F-HR |
5/14/2020, 02:46 PM |
Q4 2019 |
1,822 |
$1.18B |
+$94.1M |
-$71.8M |
+$22.3M |
BND, VGK, IWM, GSLC, IVV
|
13F-HR |
2/12/2020, 02:49 PM |
Q3 2019 |
1,823 |
$1.09B |
+$219M |
-$38.2M |
+$181M |
BND, VGK, IWM, GSLC, IVV
|
13F-HR |
10/23/2019, 03:17 PM |
Q2 2019 |
1,668 |
$903M |
+$117M |
-$53.5M |
+$63.5M |
BND, VGK, IWM, IVV, EFA
|
13F-HR |
7/15/2019, 12:13 PM |
Q1 2019 |
1,570 |
$818M |
+$91.6M |
-$75.3M |
+$16.3M |
BND, VGK, IWM, IVV, EFA
|
13F-HR |
5/14/2019, 12:00 PM |
Q4 2018 |
1,453 |
$724M |
+$94.9M |
-$71.9M |
+$22.9M |
BND, IVV, VGK, EFA, IWD
|
13F-HR |
2/8/2019, 03:34 PM |
Q3 2018 |
1,450 |
$795M |
+$86M |
-$63M |
+$22.9M |
BND, EFA, IWF, IVV, VGSH
|
13F-HR |
11/14/2018, 11:57 AM |
Q2 2018 |
1,563 |
$740M |
+$78.5M |
-$68.7M |
+$9.75M |
EFA, VGSH, IWD, IWF, BND
|
13F-HR |
7/26/2018, 05:44 PM |
Q1 2018 |
1,395 |
$724M |
+$127M |
-$53.2M |
+$73.6M |
EFA, VGSH, IWD, IWF, BND
|
13F-HR |
5/8/2018, 02:53 PM |
Q4 2017 |
1,255 |
$658M |
$0 |
$0 |
|
EFA, IVV, BND, VGSH, IWD
|
13F-HR |
2/27/2018, 05:00 PM |