Q3 2024 |
139 |
$889M |
+$164M |
-$71.2M |
+$93M |
VTI, JBND, ICSH, AVDE, FLOT
|
13F-HR |
11/6/2024, 10:10 AM |
Q2 2024 |
135 |
$758M |
+$54.7M |
-$13.4M |
+$41.3M |
VTI, BSV, ICSH, IUSB, FLOT
|
13F-HR |
7/22/2024, 03:19 PM |
Q1 2024 |
126 |
$710M |
+$51.7M |
-$3.95M |
+$47.7M |
VTI, BSV, ICSH, IUSB, AVDE
|
13F-HR |
5/7/2024, 11:10 AM |
Q4 2023 |
124 |
$636M |
+$68.7M |
-$7.17M |
+$61.6M |
VTI, BSV, ICSH, IUSB, AVDE
|
13F-HR |
1/30/2024, 10:37 AM |
Q3 2023 |
115 |
$530M |
+$65.3M |
-$17.3M |
+$48M |
VTI, BSV, ICSH, IUSB, BIV
|
13F-HR |
11/2/2023, 01:08 PM |
Q2 2023 |
125 |
$498M |
+$46M |
-$15.9M |
+$30.1M |
VTI, BSV, BIV, AVDE, SPY
|
13F-HR |
8/9/2023, 04:13 PM |
Q1 2023 |
131 |
$449M |
+$27.6M |
-$34.9M |
-$7.24M |
VTI, BSV, BIV, AVDE, SPY
|
13F-HR |
5/2/2023, 08:38 AM |
Q4 2022 |
130 |
$436M |
+$61.5M |
-$18.1M |
+$43.4M |
VTI, BSV, BIV, SPY, AVDE
|
13F-HR |
1/24/2023, 01:02 PM |
Q3 2022 |
132 |
$372M |
+$46.3M |
-$14.8M |
+$31.5M |
VTI, BSV, BIV, SPY, IWV
|
13F-HR |
11/7/2022, 05:03 PM |
Q2 2022 |
16 |
$7.74M |
$0 |
$0 |
|
BRKA, FRME, NVO, TSLA, TMO
|
New Holdings |
11/7/2022, 05:01 PM |
Q2 2022 |
128 |
$359M |
+$47.8M |
-$48.7M |
-$844K |
VTI, BSV, BIV, SPY, IWV
|
13F-HR |
8/9/2022, 09:46 AM |
Q1 2022 |
134 |
$408M |
+$38.9M |
-$25.7M |
+$13.2M |
VTI, BSV, BIV, SPY, IWV
|
13F-HR |
5/12/2022, 08:46 AM |
Q4 2021 |
135 |
$414M |
+$39M |
-$7.84M |
+$31.2M |
VTI, BSV, BIV, SPY, IWV
|
13F-HR |
1/31/2022, 04:35 PM |
Q3 2021 |
117 |
$362M |
+$106M |
-$8.54M |
+$97.6M |
VTI, BSV, BIV, IWV, SPY
|
13F-HR |
11/15/2021, 12:49 PM |
Q2 2021 |
106 |
$265M |
+$44.9M |
-$97.5M |
-$52.6M |
VTI, ALTR, IWV, SPY, ESGV
|
13F-HR |
8/3/2021, 10:57 AM |
Q1 2021 |
98 |
$304M |
+$18.9M |
-$5.29M |
+$13.6M |
VTI, BSV, BIV, IWV, SPY
|
13F-HR |
5/4/2021, 08:44 AM |
Q4 2020 |
93 |
$280M |
+$32.2M |
-$5.05M |
+$27.2M |
VTI, BSV, BIV, IWV, SPY
|
13F-HR |
2/9/2021, 11:55 AM |
Q3 2020 |
73 |
$231M |
+$17M |
-$5.39M |
+$11.6M |
VTI, BSV, BIV, SPY, IWV
|
13F-HR |
10/28/2020, 04:35 PM |
Q2 2020 |
60 |
$209M |
+$5.28M |
-$3.05M |
+$2.23M |
VTI, BSV, BIV, IWV, SPY
|
13F-HR |
8/4/2020, 10:29 AM |
Q1 2020 |
53 |
$180M |
+$7.76M |
-$5.85M |
+$1.91M |
VTI, BSV, BIV, IWV, SPY
|
13F-HR |
5/12/2020, 03:21 PM |
Q4 2019 |
65 |
$211M |
+$3.52M |
-$1.43M |
+$2.1M |
VTI, BSV, BIV, IWV, SPY
|
13F-HR |
2/4/2020, 01:09 PM |
Q3 2019 |
58 |
$198M |
+$15.6M |
-$1.36M |
+$14.3M |
VTI, BSV, BIV, IWV, SPY
|
13F-HR |
11/12/2019, 10:59 AM |
Q2 2019 |
52 |
$182M |
+$1.87M |
-$4.99M |
-$3.12M |
VTI, BSV, BIV, IWV, SPY
|
13F-HR |
8/13/2019, 02:32 PM |
Q1 2019 |
56 |
$180M |
+$4.14M |
-$1.75M |
+$2.4M |
VTI, BSV, BIV, IWV, SPY
|
13F-HR |
5/14/2019, 09:08 AM |
Q4 2018 |
47 |
$161M |
+$4.1M |
-$4.47M |
-$372K |
VTI, BSV, BIV, IWV, SPY
|
13F-HR |
2/12/2019, 11:25 AM |
Q3 2018 |
49 |
$181M |
+$2.41M |
-$4.23M |
-$1.82M |
VTI, BSV, BIV, IWV, SPY
|
13F-HR |
10/10/2018, 11:11 AM |
Q2 2018 |
48 |
$175M |
+$753K |
-$3.68M |
-$2.93M |
VTI, BSV, BIV, IWV, SPY
|
13F-HR |
7/31/2018, 10:19 AM |
Q1 2018 |
48 |
$174M |
+$1.41M |
-$7.83M |
-$6.42M |
VTI, BSV, BIV, IWV, SPY
|
13F-HR |
4/17/2018, 10:22 AM |
Q4 2017 |
55 |
$183M |
+$5M |
-$4.85M |
+$150K |
VTI, BSV, BIV, IWV, SPY
|
13F-HR |
1/10/2018, 04:48 PM |
Q3 2017 |
52 |
$176M |
+$13.1M |
-$9.87M |
+$3.19M |
VTI, BSV, BIV, IWV, SPY
|
13F-HR |
10/24/2017, 02:58 PM |
Q2 2017 |
49 |
$168M |
+$4.03M |
-$4.54M |
-$501K |
VTI, BSV, BIV, IWV, SPY
|
13F-HR |
8/10/2017, 02:23 PM |
Q1 2017 |
50 |
$165M |
+$5.12M |
-$7.62M |
-$2.5M |
VTI, BSV, BIV, IWV, SPY
|
13F-HR |
5/8/2017, 10:55 AM |
Q4 2016 |
46 |
$162M |
+$5.21M |
-$6.06M |
-$845K |
VTI, BSV, BIV, SPY, IWV
|
13F-HR |
2/13/2017, 04:52 PM |
Q3 2016 |
47 |
$160M |
+$2.87M |
-$7.37M |
-$4.5M |
VTI, BIV, BSV, SPY, IWV
|
13F-HR |
11/8/2016, 01:43 PM |
Q2 2016 |
52 |
$160M |
+$650K |
-$2.52M |
-$1.87M |
VTI, BIV, BSV, SPY, IWV
|
13F-HR |
8/4/2016, 04:04 PM |
Q1 2016 |
51 |
$159M |
+$9.19M |
-$8.75M |
+$442K |
VTI, BIV, BSV, SPY, IWV
|
13F-HR |
5/10/2016, 01:05 PM |
Q4 2015 |
51 |
$157M |
+$5.87M |
-$4.5M |
+$1.38M |
VTI, BIV, BSV, SPY, IWM
|
13F-HR |
2/16/2016, 12:21 PM |
Q3 2015 |
51 |
$151M |
+$3.57M |
-$2.51M |
+$1.06M |
VTI, BIV, BSV, SPY, IWM
|
13F-HR |
11/9/2015, 10:04 AM |
Q2 2015 |
51 |
$158M |
+$5.63M |
-$4.39M |
+$1.23M |
VTI, BIV, BSV, SPY, IWM
|
13F-HR |
8/13/2015, 03:07 PM |
Q1 2015 |
53 |
$158M |
+$4.76M |
-$17.7M |
-$12.9M |
VTI, BIV, SPY, BSV, IWM
|
13F-HR |
5/8/2015, 03:21 PM |
Q4 2014 |
77 |
$168M |
$0 |
$0 |
|
VTI, BIV, BSV, SPY, IWM
|
13F-HR |
2/20/2015, 02:00 PM |