Q4 2023 |
72 |
$154M |
+$44.1M |
-$16M |
+$28.1M |
AGG, BSV, VV, VEA, VB
|
13F-HR |
1/9/2024, 06:02 PM |
Q3 2023 |
57 |
$117M |
+$4.02M |
-$2.99M |
+$1.02M |
AGG, BSV, VV, VB, SCHP
|
13F-HR |
11/13/2023, 06:21 PM |
Q2 2023 |
59 |
$123M |
+$2.83M |
-$4.93M |
-$2.1M |
AGG, VV, BSV, VB, SCHP
|
13F-HR |
7/28/2023, 11:58 AM |
Q1 2023 |
60 |
$122M |
+$3.45M |
-$10.6M |
-$7.14M |
AGG, BSV, VV, SCHP, VEA
|
13F-HR |
5/11/2023, 07:49 PM |
Q4 2022 |
64 |
$124M |
+$17M |
-$14M |
+$3.05M |
AGG, BSV, VV, SCHP, VEA
|
13F-HR |
1/30/2023, 06:00 PM |
Q3 2022 |
62 |
$114M |
+$11.1M |
-$8.66M |
+$2.43M |
BSV, AGG, VV, SCHP, FNDC
|
13F-HR |
11/3/2022, 05:17 PM |
Q2 2022 |
64 |
$120M |
+$17.3M |
-$21.4M |
-$4.12M |
AGG, BSV, VV, SCHP, FNDC
|
13F-HR |
8/1/2022, 06:58 PM |
Q1 2022 |
68 |
$138M |
+$4.35M |
-$5.77M |
-$1.42M |
AGG, SCHP, VV, FNDC, VWO
|
13F-HR |
4/19/2022, 06:55 PM |
Q4 2021 |
71 |
$148M |
+$4.32M |
-$18.2M |
-$13.9M |
AGG, VV, SCHP, FNDC, VWO
|
13F-HR |
1/11/2022, 09:50 PM |
Q3 2021 |
86 |
$158M |
+$4.66M |
-$16.2M |
-$11.6M |
AGG, VV, SCHP, FNDC, VWO
|
13F-HR |
10/12/2021, 03:24 PM |
Q2 2021 |
84 |
$172M |
+$19.6M |
-$3.53M |
+$16M |
AGG, VCIT, VV, SCHP, VWO
|
13F-HR |
8/13/2021, 03:42 PM |
Q1 2021 |
66 |
$150M |
+$11.7M |
-$3.46M |
+$8.2M |
AGG, VCIT, VV, SCHP, VWO
|
13F-HR |
4/14/2021, 01:04 PM |
Q4 2020 |
62 |
$140M |
+$1.21M |
-$2.85M |
-$1.63M |
AGG, VCIT, VV, VWO, SCHP
|
13F-HR |
2/2/2021, 07:56 PM |
Q3 2020 |
60 |
$131M |
+$9.88M |
-$15.7M |
-$5.8M |
AGG, VCIT, SCHP, VV, VWO
|
13F-HR |
11/12/2020, 11:13 AM |
Q2 2020 |
55 |
$133M |
+$14.1M |
-$5.76M |
+$8.32M |
AGG, BNDX, VCIT, SCHP, VV
|
13F-HR |
9/25/2020, 07:18 PM |
Q1 2020 |
48 |
$114M |
+$59.3K |
-$41.6M |
-$41.6M |
AGG, BNDX, VCIT, SCHP, VWO
|
13F-HR |
4/13/2020, 07:22 PM |
Q4 2019 |
60 |
$175M |
+$4.89M |
-$4.71M |
+$183K |
AGG, BNDX, VCIT, SCHP, VWO
|
13F-HR |
1/30/2020, 12:44 PM |
Q3 2019 |
57 |
$171M |
+$2.11M |
-$2.56M |
-$455K |
AGG, BNDX, VCIT, SCHP, VWO
|
13F-HR |
10/23/2019, 05:28 PM |
Q2 2019 |
58 |
$170M |
+$17.5M |
-$2.62M |
+$14.8M |
AGG, BNDX, VCIT, SCHP, VWO
|
13F-HR |
7/18/2019, 12:00 PM |
Q1 2019 |
49 |
$151M |
+$12.6M |
-$2.63M |
+$10M |
AGG, BNDX, VCIT, SCHP, VWO
|
13F-HR |
5/15/2019, 06:51 PM |
Q4 2018 |
44 |
$134M |
+$20.2M |
-$9.32M |
+$10.9M |
AGG, BNDX, VCIT, SCHP, VWO
|
13F-HR |
1/29/2019, 04:11 PM |
Q3 2018 |
42 |
$128M |
$0 |
$0 |
|
AGG, BNDX, VCIT, SCHP, VWO
|
13F-HR |
11/5/2018, 05:30 PM |