Q3 2024 |
11 |
$208M |
+$581K |
-$3.68M |
-$3.1M |
IVV, IEFA, AGG, STIP, REET
|
13F-HR |
11/13/2024, 11:04 AM |
Q2 2024 |
11 |
$199M |
+$943K |
-$4.3M |
-$3.36M |
IVV, IEFA, AGG, STIP, REET
|
13F-HR |
8/14/2024, 11:07 AM |
Q1 2024 |
11 |
$201M |
+$3.5M |
-$4.63M |
-$1.13M |
IVV, IEFA, AGG, STIP, REET
|
13F-HR |
5/15/2024, 10:36 AM |
Q4 2023 |
11 |
$193M |
+$878K |
-$3.45M |
-$2.57M |
IVV, IEFA, AGG, STIP, REET
|
13F-HR |
2/14/2024, 09:22 AM |
Q3 2023 |
10 |
$180M |
+$1.27M |
-$2.67M |
-$1.4M |
IVV, IEFA, AGG, STIP, REET
|
13F-HR |
11/14/2023, 11:00 AM |
Q2 2023 |
9 |
$189M |
+$1.82M |
-$5.38M |
-$3.55M |
IVV, IEFA, AGG, STIP, REET
|
13F-HR |
8/14/2023, 11:00 AM |
Q1 2023 |
9 |
$187M |
+$3.05M |
-$9.36M |
-$6.32M |
IVV, IEFA, AGG, STIP, REET
|
13F-HR |
5/15/2023, 11:01 AM |
Q4 2022 |
11 |
$183M |
+$81.3K |
-$4.58M |
-$4.5M |
IVV, IEFA, AGG, STIP, REET
|
13F-HR |
2/14/2023, 11:00 AM |
Q3 2022 |
11 |
$175M |
+$3.16M |
-$5.8M |
-$2.64M |
IVV, IEFA, AGG, STIP, REET
|
13F-HR |
11/14/2022, 11:00 AM |
Q2 2022 |
11 |
$191M |
+$4.89M |
-$9.66M |
-$4.77M |
IVV, IEFA, AGG, STIP, REET
|
13F-HR |
8/15/2022, 11:00 AM |
Q1 2022 |
10 |
$224M |
+$4.59M |
-$29.1M |
-$24.5M |
IVV, IEFA, AGG, STIP, REET
|
13F-HR |
5/16/2022, 12:00 PM |
Q4 2021 |
14 |
$261M |
+$224M |
-$513K |
+$224M |
IVV, IEFA, AGG, STIP, REET
|
13F-HR |
2/14/2022, 12:19 PM |
Q3 2021 |
9 |
$37.6M |
+$5.87M |
-$6.56M |
-$694K |
IEFA, IEMG, BNDX, ISTB, IGOV
|
13F-HR |
11/15/2021, 02:59 PM |
Q2 2021 |
9 |
$39.1M |
+$34.1K |
-$67.9M |
-$67.8M |
IEFA, IEMG, BNDX, IGOV, EFV
|
13F-HR |
8/16/2021, 12:17 PM |
Q1 2021 |
23 |
$106M |
+$3.25M |
-$5.96M |
-$2.71M |
VOO, IEFA, IUSB, VEA, AGG
|
13F-HR |
5/17/2021, 12:00 PM |
Q4 2020 |
22 |
$105M |
+$15.9M |
-$17.4M |
-$1.48M |
VOO, IEFA, IUSB, VEA, AGG
|
13F-HR |
2/16/2021, 12:00 PM |
Q3 2020 |
24 |
$98.3M |
+$6.68M |
-$6.55M |
+$135K |
VOO, EFV, VEA, IUSB, AGG
|
13F-HR |
11/16/2020, 12:00 PM |
Q2 2020 |
24 |
$95.1M |
+$11.7M |
-$19.6M |
-$7.88M |
VOO, EFV, VEA, AGG, BNDX
|
13F-HR |
8/14/2020, 12:06 PM |
Q1 2020 |
26 |
$91.8M |
+$6.54M |
-$6.39M |
+$156K |
VOO, EFV, IUSB, VEA, AGG
|
13F-HR |
5/15/2020, 12:01 PM |
Q4 2019 |
25 |
$113M |
+$555K |
-$4.52M |
-$3.96M |
VOO, EFV, IUSB, VEA, AGG
|
13F-HR |
2/14/2020, 12:00 PM |
Q3 2019 |
25 |
$112M |
+$4.73M |
-$4.85M |
-$115K |
VOO, EFV, IUSB, VEA, AGG
|
13F-HR |
11/14/2019, 12:00 PM |
Q2 2019 |
25 |
$113M |
+$24M |
-$19.4M |
+$4.6M |
VOO, EFV, IUSB, VEA, AGG
|
13F-HR |
8/14/2019, 12:00 PM |
Q1 2019 |
28 |
$107M |
+$9.61M |
-$5.36M |
+$4.25M |
VOO, AGG, VWO, VEA, IGSB
|
13F-HR |
5/15/2019, 12:00 PM |
Q4 2018 |
28 |
$94.9M |
+$7.92M |
-$10.4M |
-$2.46M |
VOO, AGG, VWO, VEA, IGSB
|
13F-HR |
2/14/2019, 12:02 PM |
Q3 2018 |
32 |
$106M |
+$11.2M |
-$10.3M |
+$851K |
VOO, AGG, VEA, IGSB, VWO
|
13F-HR |
11/14/2018, 12:17 PM |
Q2 2018 |
29 |
$106M |
+$6.09M |
-$5.68M |
+$418K |
VOO, AGG, VEA, VWO, BNDX
|
13F-HR |
8/14/2018, 12:00 PM |
Q1 2018 |
27 |
$107M |
+$5.98M |
-$5.58M |
+$408K |
VOO, AGG, VEA, VWO, BNDX
|
13F-HR |
5/15/2018, 12:01 PM |
Q4 2017 |
24 |
$107M |
+$4.73M |
-$12.7M |
-$8.02M |
VOO, AGG, VEA, VWO, BNDX
|
13F-HR |
2/14/2018, 02:02 PM |
Q3 2017 |
26 |
$113M |
+$14.1M |
-$18.2M |
-$4.09M |
VOO, VEA, AGG, VCIT, VWO
|
13F-HR |
11/14/2017, 02:27 PM |
Q2 2017 |
26 |
$114M |
+$13.8M |
-$27.9M |
-$14.1M |
VOO, BNDX, AGG, HYG, VEA
|
13F-HR |
8/14/2017, 05:21 PM |
Q1 2017 |
23 |
$127M |
+$6.43M |
-$9.18M |
-$2.75M |
BND, VOO, AGG, BNDX, VCIT
|
13F-HR |
5/15/2017, 03:09 PM |
Q4 2016 |
19 |
$125M |
+$20.3M |
-$7.26M |
+$13M |
AGG, VOO, BND, BNDX, VCIT
|
13F-HR |
2/14/2017, 01:03 PM |
Q3 2016 |
16 |
$115M |
+$10.5M |
-$12.1M |
-$1.58M |
VOO, BND, BNDX, VCIT, AGG
|
13F-HR |
11/14/2016, 06:16 AM |
Q2 2016 |
19 |
$114M |
+$20.5M |
-$106M |
-$85.2M |
VOO, BNDX, BND, VCIT, VEA
|
13F-HR |
8/15/2016, 08:00 AM |
Q1 2016 |
20 |
$197M |
+$27.1M |
-$9.12M |
+$17.9M |
VOO, VEA, VCIT, BND, VXF
|
13F-HR |
5/16/2016, 06:03 AM |
Q4 2015 |
17 |
$177M |
$0 |
$0 |
|
VOO, VEA, VCIT, BND, VXF
|
13F-HR |
2/16/2016, 05:09 PM |