Q3 2024 |
98 |
$913M |
+$13.5M |
-$6.98M |
+$6.54M |
VTI, BND, VXUS, AVSF, VBR
|
13F-HR |
11/1/2024, 05:30 PM |
Q2 2024 |
95 |
$860M |
+$20.7M |
-$18.4M |
+$2.37M |
VTI, BND, VXUS, AVSF, VBR
|
13F-HR |
8/5/2024, 12:55 PM |
Q1 2024 |
98 |
$854M |
+$55.8M |
-$44.3M |
+$11.5M |
VTI, BND, AVSF, VXUS, VBR
|
13F-HR |
5/7/2024, 04:11 PM |
Q4 2023 |
98 |
$808M |
+$13.5M |
-$39.6M |
-$26.2M |
VTI, BND, AVSF, VXUS, VBR
|
13F-HR |
2/6/2024, 07:32 PM |
Q3 2023 |
103 |
$768M |
+$62.4M |
-$43.5M |
+$19M |
VTI, BND, AVSF, VXUS, VBR
|
13F-HR |
10/23/2023, 09:29 PM |
Q2 2023 |
103 |
$793M |
+$65.7M |
-$50.5M |
+$15.2M |
VTI, BND, VEU, AVSF, VBR
|
13F-HR |
7/27/2023, 11:19 AM |
Q1 2023 |
102 |
$733M |
+$109M |
-$87M |
+$21.8M |
VTI, BND, VEU, BSV, AVSF
|
13F-HR |
5/5/2023, 06:14 PM |
Q4 2022 |
100 |
$726M |
+$57.1M |
-$54.3M |
+$2.87M |
VTI, VEU, VUSB, BSV, VBR
|
Restatement |
5/5/2023, 06:18 PM |
Q3 2022 |
101 |
$661M |
+$43.7M |
-$39.1M |
+$4.61M |
VTI, VEU, VUSB, BSV, IXUS
|
13F-HR |
10/31/2022, 04:43 PM |
Q2 2022 |
96 |
$697M |
+$90.1M |
-$43M |
+$47M |
VTI, VEU, VUSB, BSV, IXUS
|
13F-HR |
8/2/2022, 06:16 PM |
Q1 2022 |
99 |
$705M |
+$14.6M |
-$16.2M |
-$1.61M |
VTI, VEU, BSV, BNDX, IXUS
|
13F-HR |
4/15/2022, 05:18 PM |
Q4 2021 |
95 |
$756M |
+$77.8M |
-$2.46M |
+$75.4M |
VTI, VEU, BNDX, BSV, IXUS
|
13F-HR |
1/19/2022, 05:11 PM |
Q3 2021 |
96 |
$668M |
+$15.2M |
-$19M |
-$3.74M |
VTI, VEU, BSV, IXUS, VBR
|
13F-HR |
10/28/2021, 06:38 PM |
Q2 2021 |
94 |
$653M |
+$14.6M |
-$7.03M |
+$7.55M |
VTI, VEU, BSV, IXUS, VBR
|
13F-HR |
7/22/2021, 08:28 PM |
Q1 2021 |
87 |
$631M |
+$21.1M |
-$18.6M |
+$2.42M |
VTI, VEU, BSV, IXUS, VBR
|
13F-HR |
4/27/2021, 04:45 PM |
Q4 2020 |
81 |
$584M |
+$535M |
-$242M |
+$293M |
VTI, VEU, BSV, IXUS, VBR
|
13F-HR |
2/9/2021, 09:37 PM |
Q3 2020 |
173 |
$274M |
+$237M |
-$446M |
-$209M |
BOC, AMZN, UNP, VXUS, AAPL
|
13F-HR |
11/3/2020, 10:59 AM |
Q2 2020 |
76 |
$464M |
+$90.7M |
-$2.82M |
+$87.8M |
VTI, BSV, VEU, IXUS, MGC
|
13F-HR |
7/31/2020, 04:09 PM |
Q1 2020 |
66 |
$328M |
+$55.6M |
-$7.43M |
+$48.2M |
BSV, VTI, IXUS, MGC, VV
|
13F-HR |
4/9/2020, 03:54 PM |
Q4 2019 |
74 |
$331M |
+$14.1M |
-$6.74M |
+$7.35M |
VTI, BSV, MGC, VV, IVV
|
13F-HR |
1/21/2020, 02:56 PM |
Q3 2019 |
66 |
$305M |
+$15.1M |
-$8.83M |
+$6.23M |
VTI, BSV, MGC, VV, IVV
|
13F-HR |
10/15/2019, 05:09 PM |
Q2 2019 |
58 |
$266M |
+$22M |
-$14.3M |
+$7.64M |
VTI, BSV, MGC, VV, VO
|
13F-HR |
8/5/2019, 02:17 PM |
Q1 2019 |
54 |
$283M |
+$62.7M |
-$53.7M |
+$9.01M |
VTI, BSV, MGC, VV, IVV
|
13F-HR |
4/19/2019, 02:50 PM |
Q4 2018 |
51 |
$260M |
$0 |
$0 |
|
VTI, BND, MGC, VV, IVV
|
13F-HR |
1/8/2019, 05:04 PM |
Q3 2018 |
51 |
$279M |
+$6.09M |
-$4.31M |
+$1.79M |
VTI, BND, MGC, VV, IVV
|
13F-HR |
11/9/2018, 01:21 PM |
Q2 2018 |
48 |
$265M |
+$4.34M |
-$7.25M |
-$2.92M |
VTI, BND, MGC, VV, IVV
|
13F-HR |
7/16/2018, 11:24 AM |
Q1 2018 |
50 |
$264M |
+$5.01M |
-$9.24M |
-$4.23M |
BND, VTI, MGC, VV, IVV
|
13F-HR |
4/23/2018, 12:56 PM |
Q4 2017 |
52 |
$244M |
+$6.46M |
-$2.56M |
+$3.9M |
VTI, BND, MGC, VV, VO
|
13F-HR |
1/29/2018, 11:48 AM |
Q3 2017 |
47 |
$259M |
+$13.7M |
-$9.08M |
+$4.57M |
BND, VTI, MGC, VV, IVV
|
13F-HR |
11/3/2017, 02:22 PM |
Q2 2017 |
45 |
$248M |
+$13.6M |
-$14.6M |
-$1.01M |
BND, VTI, MGC, VV, IVV
|
13F-HR |
7/28/2017, 03:37 PM |
Q1 2017 |
52 |
$244M |
+$27.9M |
-$24.3M |
+$3.6M |
BND, MGC, VTI, VV, IVV
|
13F-HR |
4/12/2017, 05:28 PM |
Q4 2016 |
45 |
$230M |
+$4.4M |
-$2.48M |
+$1.92M |
BND, MGC, IVV, VV, VTI
|
13F-HR |
1/26/2017, 12:30 PM |
Q3 2016 |
45 |
$225M |
+$1.94M |
-$3.63M |
-$1.7M |
BND, MGC, IVV, VV, VTI
|
13F-HR |
10/13/2016, 10:59 AM |
Q2 2016 |
47 |
$222M |
+$3.65M |
-$2.79M |
+$852K |
BND, MGC, IVV, VV, VTI
|
13F-HR |
7/15/2016, 04:03 PM |
Q1 2016 |
47 |
$217M |
+$6.02M |
-$4.34M |
+$1.69M |
BND, MGC, IVV, VV, VTI
|
13F-HR |
4/25/2016, 03:36 PM |
Q4 2015 |
49 |
$212M |
+$19M |
-$821K |
+$18.2M |
MGC, BND, IVV, VV, VTI
|
13F-HR |
2/8/2016, 12:22 PM |
Q3 2015 |
39 |
$187M |
+$3.27M |
-$2.94M |
+$336K |
MGC, BND, IVV, VTI, VO
|
13F-HR |
10/20/2015, 03:10 PM |
Q2 2015 |
44 |
$197M |
+$4.15M |
-$2.12M |
+$2.04M |
MGC, BND, IVV, VTI, VO
|
13F-HR |
7/24/2015, 12:25 PM |
Q1 2015 |
45 |
$197M |
+$13M |
-$4.49M |
+$8.54M |
MGC, BND, IVV, VTI, VO
|
13F-HR |
4/7/2015, 12:50 PM |
Q4 2014 |
43 |
$187M |
+$5.38M |
-$3.88M |
+$1.5M |
MGC, BND, IVV, VTI, VO
|
13F-HR |
1/21/2015, 05:00 PM |
Q3 2014 |
46 |
$178M |
+$1.45M |
-$2.5M |
-$1.06M |
MGC, BND, IVV, VTI, VO
|
13F-HR |
11/6/2014, 03:43 PM |
Q2 2014 |
45 |
$179M |
+$2.17M |
-$10.1M |
-$7.92M |
MGC, BND, IVV, VTI, VO
|
13F-HR |
7/21/2014, 01:54 PM |
Q1 2014 |
48 |
$180M |
+$3.41M |
-$17.3M |
-$13.9M |
MGC, BND, IVV, VTI, VO
|
13F-HR |
5/2/2014, 06:31 PM |
Q4 2013 |
45 |
$192M |
$0 |
$0 |
|
MGC, BND, IVV, VTI, VO
|
13F-HR |
2/10/2014, 05:09 PM |