Q3 2024 |
70 |
$285M |
+$10.8M |
-$5.86M |
+$4.93M |
IVV, VEA, FBND, VCSH, QQQ
|
13F-HR |
11/8/2024, 08:31 PM |
Q2 2024 |
74 |
$273M |
$0 |
$0 |
|
IVV, VEA, FBND, VCSH, QQQ
|
13F-HR |
8/13/2024, 10:45 AM |
Q1 2024 |
74 |
$280M |
+$17.2M |
-$6.5M |
+$10.7M |
IVV, VEA, FBND, VCSH, QQQ
|
13F-HR |
5/15/2024, 11:51 AM |
Q4 2023 |
69 |
$260M |
+$18.4M |
-$17.1M |
+$1.26M |
IVV, VEA, FBND, VCSH, QQQ
|
13F-HR |
2/15/2024, 09:30 AM |
Q3 2023 |
63 |
$239M |
+$47.4M |
-$23.1M |
+$24.3M |
IVV, VEA, FBND, VCSH, FRDM
|
13F-HR |
11/7/2023, 01:42 PM |
Q2 2023 |
61 |
$222M |
+$16.2M |
-$18.9M |
-$2.72M |
IVV, VEA, BND, VCSH, FRDM
|
13F-HR |
7/31/2023, 04:56 PM |
Q1 2023 |
60 |
$217M |
+$3.48M |
-$6.67M |
-$3.2M |
VEA, IVV, BND, VCSH, QQQ
|
13F-HR |
5/10/2023, 05:40 PM |
Q4 2022 |
58 |
$208M |
+$69.5M |
-$23.6M |
+$45.9M |
VEA, IVV, BND, VCSH, FRDM
|
13F-HR |
2/13/2023, 02:38 PM |
Q3 2022 |
56 |
$150M |
+$4.6M |
-$20.8M |
-$16.2M |
IVV, DFIC, GBIL, FRDM, QQQ
|
13F-HR |
11/9/2022, 04:11 PM |
Q2 2022 |
63 |
$180M |
+$24.5M |
-$6.41M |
+$18.1M |
IVV, DFIC, VEA, FRDM, VXUS
|
13F-HR |
8/8/2022, 04:42 PM |
Q1 2022 |
70 |
$188M |
+$38.1M |
-$12M |
+$26.1M |
IVV, DFIC, QQQ, FRDM, GBIL
|
13F-HR |
5/9/2022, 03:35 PM |
Q4 2021 |
67 |
$170M |
+$4.92M |
-$19.1M |
-$14.2M |
IVV, QQQ, GBIL, VOO, VEA
|
13F-HR |
2/7/2022, 02:42 PM |
Q3 2021 |
63 |
$171M |
+$14.8M |
-$6.54M |
+$8.29M |
IVV, QQQ, GBIL, XSOE, ARKK
|
13F-HR |
11/19/2021, 04:45 PM |
Q2 2021 |
56 |
$167M |
+$17.2M |
-$4.05M |
+$13.2M |
IVV, QQQ, XSOE, ARKK, GBIL
|
13F-HR |
8/4/2021, 01:00 PM |
Q1 2021 |
58 |
$144M |
+$18.5M |
-$16.7M |
+$1.82M |
IVV, QQQ, XSOE, ARKK, IJH
|
13F-HR |
5/10/2021, 02:56 PM |
Q4 2020 |
56 |
$136M |
+$6.57M |
-$5.11M |
+$1.46M |
IVV, QQQ, VTV, XSOE, VEA
|
13F-HR |
2/3/2021, 04:23 PM |
Q3 2020 |
51 |
$120M |
+$7.34M |
-$4.66M |
+$2.68M |
IVV, QQQ, VTV, XSOE, VEA
|
13F-HR |
11/9/2020, 10:13 AM |
Q2 2020 |
46 |
$108M |
+$17.6M |
-$4.09M |
+$13.6M |
IVV, QQQ, VTV, GBIL, XSOE
|
13F-HR |
8/14/2020, 02:12 PM |
Q1 2020 |
47 |
$80M |
+$11.5M |
-$20.1M |
-$8.59M |
VTV, GBIL, IVV, QQQ, XSOE
|
13F-HR |
5/12/2020, 11:32 AM |
Q4 2019 |
55 |
$108M |
+$9.47M |
-$7.14M |
+$2.33M |
VTV, IVV, QQQ, EEM, VEA
|
Restatement |
2/13/2020, 05:15 PM |
Q3 2019 |
56 |
$98.4M |
+$6.99M |
-$21.3M |
-$14.3M |
VTV, IVV, QQQ, EEM, VEA
|
13F-HR |
11/13/2019, 11:11 AM |
Q2 2019 |
56 |
$112M |
+$11.2M |
-$4.83M |
+$6.39M |
VTV, VXUS, GSY, EEM, IVV
|
13F-HR |
8/13/2019, 11:09 AM |
Q1 2019 |
41 |
$103M |
+$3.52M |
-$6.41M |
-$2.89M |
VTV, VXUS, GSY, EEM, IVV
|
13F-HR |
5/13/2019, 10:54 AM |
Q4 2018 |
40 |
$94.7M |
+$32.3M |
-$16.3M |
+$16M |
VTV, VXUS, GSY, EEM, IVV
|
13F-HR |
2/14/2019, 10:09 AM |
Q3 2018 |
31 |
$89.9M |
+$11.7M |
-$31.6M |
-$19.9M |
VTV, VXUS, QQQ, GSY, IJH
|
13F-HR |
11/13/2018, 12:06 PM |
Q2 2018 |
321 |
$107M |
+$49.7M |
-$23.1M |
+$26.6M |
VTV, VXUS, QQQ, GSY, IJH
|
13F-HR |
8/14/2018, 09:54 AM |
Q1 2018 |
71 |
$78.6M |
+$19.2M |
-$26M |
-$6.72M |
VTV, QQQ, GSY, VEA, IVV
|
13F-HR |
5/3/2018, 04:22 PM |
Q4 2017 |
45 |
$87.1M |
+$17.2M |
-$12M |
+$5.24M |
VTV, VXUS, QQQ, IVV, IJH
|
13F-HR |
2/13/2018, 04:01 PM |
Q2 2017 |
41 |
$74.8M |
+$14.3M |
-$18.7M |
-$4.46M |
VTV, VXUS, QQQ, IVV, IJH
|
13F-HR |
8/14/2017, 09:51 AM |
Q1 2017 |
39 |
$76.7M |
+$32.4M |
-$3.82M |
+$28.6M |
VTV, IVV, BIV, QQQ, SPY
|
13F-HR |
5/5/2017, 04:23 PM |
Q4 2016 |
26 |
$46.4M |
+$12.2M |
-$35.9M |
-$23.6M |
VTV, BIV, VTI, SPY, MDY
|
13F-HR |
1/31/2017, 11:38 AM |
Q3 2016 |
42 |
$69.3M |
+$4.86M |
-$6.52M |
-$1.66M |
BIV, IVV, SPY, AMLP, QQQ
|
13F-HR |
10/27/2016, 01:43 PM |
Q2 2016 |
47 |
$69.3M |
+$9.08M |
-$4.37M |
+$4.72M |
BIV, IVV, SPY, AMLP, MDY
|
13F-HR |
7/25/2016, 12:39 PM |
Q1 2016 |
35 |
$62.9M |
+$6.86M |
-$46.9M |
-$40.1M |
BIV, IVV, MDY, AMLP, QQQ
|
13F-HR |
4/19/2016, 09:49 AM |
Q4 2015 |
42 |
$102M |
+$17.3M |
-$8.43M |
+$8.84M |
GSY, DBEF, IVV, BIV, ACWX
|
13F-HR |
3/2/2016, 02:00 PM |
Q3 2015 |
39 |
$89.1M |
+$14M |
-$7.06M |
+$6.95M |
GSY, DBEF, BIV, IVV, VXUS
|
13F-HR |
11/23/2015, 02:50 PM |
Q2 2015 |
41 |
$89.2M |
+$6.49M |
-$5.78M |
+$712K |
IVV, GSY, VXUS, VCSH, DBEF
|
13F-HR |
7/9/2015, 02:23 PM |
Q1 2015 |
41 |
$89.3M |
+$22.1M |
-$17.6M |
+$4.58M |
IVV, GSY, VCSH, VXUS, DBEF
|
13F-HR |
5/28/2015, 12:20 PM |
Q4 2014 |
41 |
$82.7M |
+$5.81M |
-$4.15M |
+$1.65M |
VCSH, GSY, IVV, QQQ, DBEF
|
13F-HR |
2/26/2015, 12:09 PM |
Q3 2014 |
41 |
$80M |
+$13.8M |
-$5.18M |
+$8.62M |
VCSH, GSY, IVV, QQQ, DBEF
|
13F-HR |
11/3/2014, 03:37 PM |
Q2 2014 |
42 |
$72.8M |
+$3.26M |
-$4.87M |
-$1.61M |
VCSH, GSY, IVV, VEA, QQQ
|
13F-HR |
9/8/2014, 04:56 PM |
Q1 2014 |
40 |
$71.6M |
+$14.8M |
-$16M |
-$1.21M |
VCSH, GSY, IVV, VEA, QQQ
|
13F-HR |
5/21/2014, 03:13 PM |
Q4 2013 |
38 |
$72M |
$0 |
$0 |
|
BKLN, GSY, IVV, AAPL, VEA
|
13F-HR |
2/20/2014, 11:21 AM |