| Q2 2024 |
36 |
$276M |
+$1.28M |
-$2.53M |
-$1.25M |
VTI, VXUS, BND, QQQ, SJNK
|
13F-HR |
8/13/2024, 06:56 PM |
| Q1 2024 |
36 |
$274M |
+$12.7M |
-$1.18M |
+$11.5M |
VTI, VXUS, BND, SJNK, QQQ
|
13F-HR |
5/13/2024, 01:31 PM |
| Q4 2023 |
34 |
$254M |
+$18.6M |
-$18.2M |
+$409K |
VTI, VXUS, BND, SJNK, QQQ
|
13F-HR |
2/9/2024, 12:34 PM |
| Q3 2023 |
37 |
$230M |
+$1.64M |
-$3.64M |
-$2M |
VTI, VXUS, BND, QQQ, VB
|
13F-HR |
11/9/2023, 03:03 PM |
| Q2 2023 |
37 |
$241M |
+$19.4M |
-$14.3M |
+$5.08M |
VTI, VXUS, BND, QQQ, VB
|
13F-HR |
7/25/2023, 05:20 PM |
| Q1 2023 |
33 |
$223M |
+$20K |
-$17.3M |
-$17.3M |
VTI, VXUS, QQQ, SPHY, VB
|
13F-HR |
4/28/2023, 01:33 PM |
| Q4 2022 |
35 |
$227M |
+$31.6M |
-$21.7M |
+$9.87M |
VTI, VXUS, SPHY, QQQ, BND
|
13F-HR |
1/18/2023, 05:38 PM |
| Q3 2022 |
36 |
$202M |
+$43.9M |
-$27.7M |
+$16.1M |
VTI, VXUS, SPHY, QQQ, VB
|
13F-HR |
10/25/2022, 12:10 PM |
| Q2 2022 |
35 |
$200M |
+$6.96M |
-$4.94M |
+$2.02M |
VTI, VXUS, BBHY, QQQ, VB
|
13F-HR |
7/11/2022, 05:48 PM |
| Q1 2022 |
37 |
$231M |
+$20.5M |
-$378K |
+$20.1M |
VTI, VXUS, QQQ, VB, BBHY
|
13F-HR |
4/4/2022, 06:26 PM |
| Q4 2021 |
25 |
$219M |
+$19.2M |
-$15.2M |
+$3.95M |
VTI, VXUS, QQQ, BBHY, VB
|
13F-HR |
1/10/2022, 05:41 PM |
| Q3 2021 |
25 |
$206M |
$0 |
$0 |
|
VTI, VXUS, VB, QQQ, BBHY
|
13F-HR |
10/1/2021, 11:29 AM |