Q2 2024 |
9 |
$422M |
+$61.5M |
-$32.9M |
+$28.6M |
VTI, VXUS, ITOT, SCHP, VXF
|
13F-HR |
7/31/2024, 12:08 PM |
Q1 2024 |
8 |
$392M |
+$6.98M |
-$2.22M |
+$4.76M |
VXUS, VTI, VXF, ITOT, VNQ
|
13F-HR |
5/13/2024, 09:24 AM |
Q4 2023 |
8 |
$366M |
+$80.9M |
-$25.1M |
+$55.8M |
VXUS, VTI, VXF, ITOT, VNQ
|
13F-HR |
2/2/2024, 01:54 PM |
Q3 2023 |
8 |
$277M |
+$56.9M |
-$21.8M |
+$35M |
VTI, VXF, VXUS, VOO, ITOT
|
13F-HR |
11/1/2023, 01:16 PM |
Q2 2023 |
9 |
$253M |
+$21.5M |
-$21.4M |
+$115K |
VXF, VTI, ITOT, VOO, VNQ
|
13F-HR |
8/11/2023, 06:49 PM |
Q1 2023 |
10 |
$240M |
+$64.7M |
-$34M |
+$30.7M |
VXF, ITOT, VOO, VTI, VNQ
|
13F-HR |
4/27/2023, 03:09 PM |
Q4 2022 |
11 |
$200M |
+$113M |
-$209M |
-$96M |
VXF, VOO, IWM, USRT, VTI
|
13F-HR |
1/26/2023, 09:55 AM |
Q3 2022 |
7 |
$273M |
$0 |
-$4.34M |
-$4.34M |
VXUS, VTI, VOO, ITOT, VNQ
|
13F-HR |
11/2/2022, 09:28 AM |
Q2 2022 |
8 |
$300M |
+$27.9M |
$0 |
+$27.9M |
VXUS, VTI, VOO, ITOT, VNQ
|
13F-HR |
7/28/2022, 02:20 PM |
Q1 2022 |
7 |
$321M |
+$115M |
$0 |
+$115M |
VXUS, VTI, VOO, ITOT, VNQ
|
13F-HR |
4/28/2022, 11:15 AM |
Q4 2021 |
6 |
$219M |
+$73.6M |
$0 |
+$73.6M |
VTI, VOO, VXUS, ITOT, VCSH
|
13F-HR |
1/31/2022, 02:13 PM |
Q3 2021 |
4 |
$134M |
+$40.9M |
$0 |
+$40.9M |
VTI, VOO, VXUS, VCSH
|
13F-HR |
10/18/2021, 05:49 PM |
Q2 2021 |
3 |
$93.7M |
+$30.2M |
$0 |
+$30.2M |
VOO, VTI, VXUS
|
13F-HR |
7/26/2021, 05:45 PM |
Q1 2021 |
2 |
$58.8M |
+$19.9M |
-$99.2M |
-$79.3M |
VOO, VTI
|
13F-HR |
5/11/2021, 05:58 PM |
Q4 2020 |
2 |
$136M |
$0 |
$0 |
|
PLTR, VOO
|
13F-HR |
2/3/2021, 01:19 PM |
Q3 2019 |
3 |
$40.3M |
+$6.82M |
$0 |
+$6.82M |
FLOT, FG, VOO
|
13F-HR |
10/25/2019, 02:37 PM |
Q2 2019 |
2 |
$34.1M |
$0 |
$0 |
|
FLOT, FG
|
13F-HR |
8/1/2019, 11:21 AM |
Q1 2019 |
2 |
$33.2M |
$0 |
-$13.2M |
-$13.2M |
FLOT, FG
|
13F-HR |
5/13/2019, 01:57 PM |
Q4 2018 |
3 |
$44.3M |
+$549K |
-$16.5M |
-$15.9M |
FLOT, MLNT, FG
|
13F-HR |
2/11/2019, 03:20 PM |
Q3 2018 |
8 |
$116M |
+$1.57M |
-$12.3M |
-$10.7M |
MLNT, FLOT, FG, SHPG, ALXN
|
13F-HR |
11/13/2018, 10:59 AM |
Q2 2018 |
10 |
$164M |
+$50.5M |
-$1.9M |
+$48.6M |
MLNT, FLOT, FG, SHPG, KREF
|
13F-HR |
8/13/2018, 04:17 PM |
Q1 2018 |
9 |
$127M |
+$19M |
$0 |
+$19M |
MLNT, FLOT, FG, SHPG, KREF
|
13F-HR |
5/10/2018, 05:02 PM |
Q4 2017 |
8 |
$165M |
$0 |
$0 |
|
MLNT, FLOT, FG, SHPG, KREF
|
13F-HR |
2/12/2018, 02:06 PM |