Q3 2024 |
75 |
$491M |
+$4.98M |
-$6.11M |
-$1.14M |
VTI, VNQ, DFSU, BRKA, BSVO
|
13F-HR |
10/10/2024, 03:56 PM |
Q2 2024 |
71 |
$453M |
+$8.27M |
-$15.3M |
-$7.05M |
VTI, VNQ, DFSU, BRKA, BSVO
|
13F-HR |
7/15/2024, 03:39 PM |
Q1 2024 |
75 |
$458M |
+$6.14M |
-$2.35M |
+$3.79M |
VTI, VNQ, DFSU, BRKA, BSVO
|
13F-HR |
4/17/2024, 02:28 PM |
Q4 2023 |
63 |
$426M |
+$13.1M |
-$3.18M |
+$9.96M |
VTI, VNQ, DFSU, BSVO, BRKA
|
13F-HR |
2/14/2024, 04:41 PM |
Q3 2023 |
52 |
$370M |
+$5.02M |
-$2.02M |
+$2.99M |
VTI, VNQ, DFSU, BRKA, BSVO
|
13F-HR |
10/27/2023, 04:30 PM |
Q2 2023 |
52 |
$385M |
+$12.8M |
-$29.8M |
-$17M |
VTI, VNQ, DFSU, BRKA, BSVO
|
13F-HR |
7/17/2023, 11:48 AM |
Q1 2023 |
59 |
$380M |
+$29.7M |
-$757K |
+$29M |
VTI, VNQ, VIG, VV, BRKA
|
Restatement |
4/18/2023, 03:05 PM |
Q4 2022 |
51 |
$336M |
+$6.07M |
-$4.94M |
+$1.14M |
VTI, VNQ, VIG, VV, BRKA
|
13F-HR |
2/9/2023, 02:36 PM |
Q3 2022 |
45 |
$316M |
+$1.7M |
-$1.96M |
-$253K |
VTI, VNQ, VIG, VV, BRKA
|
13F-HR |
10/14/2022, 04:26 PM |
Q2 2022 |
45 |
$338M |
+$7.7M |
-$1.07M |
+$6.63M |
VTI, VNQ, VIG, VV, BRKA
|
13F-HR |
8/12/2022, 11:18 AM |
Q1 2022 |
36 |
$399M |
+$6.34M |
-$15.3M |
-$8.91M |
VTI, VNQ, VIG, VV, BRKA
|
13F-HR |
4/29/2022, 10:24 AM |
Q4 2021 |
40 |
$430M |
+$10.9M |
-$2.01M |
+$8.92M |
VTI, VNQ, VIG, VV, BRKA
|
13F-HR |
2/11/2022, 02:31 PM |
Q3 2021 |
40 |
$382M |
+$1.05M |
-$2.3M |
-$1.25M |
VTI, VNQ, VIG, VV, BRKA
|
13F-HR |
10/22/2021, 04:06 PM |
Q2 2021 |
40 |
$385M |
+$6.07M |
-$9.16M |
-$3.1M |
VTI, VNQ, VIG, VV, BRKA
|
13F-HR |
7/14/2021, 04:36 PM |
Q1 2021 |
41 |
$358M |
+$7.81M |
-$13.4M |
-$5.55M |
VTI, VNQ, VIG, VV, BRKA
|
13F-HR |
4/21/2021, 03:44 PM |
Q4 2020 |
37 |
$340M |
+$5.29M |
-$539K |
+$4.75M |
VTI, VNQ, VIG, VV, BRKA
|
13F-HR |
2/8/2021, 03:55 PM |
Q3 2020 |
32 |
$300M |
+$2.28M |
-$5.07M |
-$2.79M |
VTI, VNQ, VIG, VV, BRKA
|
13F-HR |
10/22/2020, 11:15 AM |
Q2 2020 |
34 |
$284M |
+$10.4M |
-$2.79M |
+$7.65M |
VTI, VNQ, VIG, VV, BRKA
|
13F-HR |
7/21/2020, 04:16 PM |
Q1 2020 |
30 |
$234M |
+$10.3M |
-$10M |
+$264K |
VTI, VNQ, VIG, VV, VO
|
13F-HR |
4/21/2020, 11:37 AM |
Q4 2019 |
42 |
$297M |
+$6.16M |
-$851K |
+$5.3M |
VTI, VNQ, VIG, VV, VO
|
13F-HR |
1/17/2020, 04:59 PM |
Q3 2019 |
40 |
$277M |
+$6.05M |
-$2.22M |
+$3.83M |
VTI, VNQ, VIG, VV, VO
|
13F-HR |
10/24/2019, 10:40 AM |
Q2 2019 |
33 |
$266M |
+$593K |
-$40.1M |
-$39.5M |
VTI, VNQ, VIG, VV, VO
|
13F-HR |
7/12/2019, 03:49 PM |
Q1 2019 |
35 |
$298M |
+$9.68M |
-$2.55M |
+$7.12M |
VTI, VNQ, PG, VIG, VV
|
13F-HR |
4/17/2019, 10:56 AM |
Q4 2018 |
34 |
$257M |
+$1.86M |
-$8.95M |
-$7.09M |
VTI, VNQ, PG, VIG, IAU
|
13F-HR |
1/14/2019, 04:37 PM |
Q3 2018 |
36 |
$294M |
+$6.71M |
-$4.52M |
+$2.19M |
VTI, VNQ, VIG, VV, PG
|
13F-HR |
10/18/2018, 11:55 AM |
Q2 2018 |
38 |
$282M |
+$739K |
-$8.02M |
-$7.28M |
VTI, VNQ, VIG, IAU, VV
|
13F-HR |
7/10/2018, 02:38 PM |
Q1 2018 |
38 |
$279M |
+$9.56M |
-$2M |
+$7.57M |
VTI, VNQ, VIG, IAU, VV
|
13F-HR |
4/27/2018, 04:27 PM |
Q4 2017 |
37 |
$282M |
+$479K |
-$8.56M |
-$8.08M |
VTI, VNQ, VIG, PG, IAU
|
13F-HR |
1/9/2018, 02:58 PM |
Q3 2017 |
37 |
$280M |
+$662K |
-$13.7M |
-$13.1M |
VTI, VNQ, PG, VIG, IAU
|
13F-HR |
10/24/2017, 12:27 PM |
Q2 2017 |
36 |
$285M |
+$1.71M |
-$13.7M |
-$12M |
VTI, VNQ, TIP, PG, VIG
|
Restatement |
7/24/2017, 11:17 AM |
Q1 2017 |
35 |
$293M |
+$1.21M |
-$12.8M |
-$11.6M |
VTI, VNQ, TIP, PG, VIG
|
13F-HR |
4/7/2017, 02:51 PM |
Q4 2016 |
34 |
$294M |
+$15.9M |
-$3.89M |
+$12M |
VTI, VNQ, TIP, PG, VIG
|
13F-HR |
1/13/2017, 04:38 PM |
Q3 2016 |
33 |
$284M |
+$865K |
-$4.92M |
-$4.05M |
VTI, VNQ, TIP, PG, VIG
|
13F-HR |
10/12/2016, 04:34 PM |
Q2 2016 |
31 |
$284M |
+$94.6K |
-$4.05M |
-$3.96M |
VTI, VNQ, TIP, PG, VIG
|
13F-HR |
7/11/2016, 03:20 PM |
Q1 2016 |
32 |
$279M |
+$1.73M |
-$12.4M |
-$10.7M |
VTI, VNQ, TIP, PG, VIG
|
13F-HR |
5/10/2016, 03:23 PM |
Q4 2015 |
30 |
$280M |
+$516K |
-$39.7M |
-$39.1M |
VTI, VNQ, TIP, PG, RWX
|
13F-HR |
1/27/2016, 04:25 PM |
Q3 2015 |
30 |
$307M |
+$4.75M |
-$9.57M |
-$4.82M |
VTI, VNQ, TIP, IAU, RWX
|
13F-HR |
10/30/2015, 04:27 PM |
Q2 2015 |
34 |
$329M |
+$5.18M |
-$1.84M |
+$3.35M |
VTI, VNQ, TIP, IAU, RWX
|
13F-HR |
7/14/2015, 11:05 AM |
Q1 2015 |
34 |
$336M |
+$19.9M |
-$11.6M |
+$8.35M |
VTI, VNQ, TIP, IAU, RWX
|
13F-HR |
4/13/2015, 01:27 PM |
Q4 2014 |
38 |
$323M |
+$11.2M |
-$21.3M |
-$10M |
VTI, VNQ, TIP, IAU, PG
|
13F-HR |
1/13/2015, 09:45 AM |
Q3 2014 |
36 |
$317M |
+$18.6M |
-$626K |
+$18M |
VTI, VNQ, TIP, IAU, RWX
|
13F-HR |
10/29/2014, 08:45 AM |
Q2 2014 |
31 |
$305M |
+$10.2M |
-$1.84M |
+$8.41M |
VTI, VNQ, TIP, IAU, RWX
|
13F-HR |
7/14/2014, 02:19 PM |
Q1 2014 |
25 |
$284M |
+$32.6M |
-$20.4M |
+$12.2M |
VTI, VNQ, TIP, IAU, RWX
|
13F-HR |
4/10/2014, 03:41 PM |
Q4 2013 |
16 |
$264M |
$0 |
$0 |
|
VTI, VNQ, RWX, TIP, PG
|
13F-HR |
1/10/2014, 02:27 PM |