Q3 2024 |
338 |
$634M |
+$11.6M |
-$8.66M |
+$2.98M |
VTI, VXUS, BND, VEA, VEU
|
13F-HR |
10/15/2024, 09:36 AM |
Q2 2024 |
321 |
$597M |
+$23M |
-$16.1M |
+$6.9M |
VTI, VXUS, BND, VEA, VEU
|
13F-HR |
8/7/2024, 05:32 PM |
Q1 2024 |
310 |
$583M |
+$46.8M |
-$27.4M |
+$19.3M |
VTI, VXUS, BND, VEA, VEU
|
13F-HR |
4/11/2024, 01:38 PM |
Q4 2023 |
315 |
$532M |
+$48.5M |
-$49.1M |
-$659K |
VTI, VXUS, BND, VEA, VEU
|
13F-HR |
2/1/2024, 02:46 PM |
Q3 2023 |
284 |
$489M |
+$24.4M |
-$21.4M |
+$3.02M |
VTI, VXUS, VEA, VEU, ICSH
|
13F-HR |
11/1/2023, 12:03 PM |
Q2 2023 |
285 |
$504M |
+$39.2M |
-$46.5M |
-$7.3M |
VTI, VXUS, VEA, VEU, ICSH
|
13F-HR |
8/4/2023, 03:32 PM |
Q1 2023 |
289 |
$489M |
+$17.3M |
-$20.7M |
-$3.36M |
VTI, VXUS, VEA, VEU, ICSH
|
13F-HR |
5/10/2023, 11:29 AM |
Q4 2022 |
311 |
$470M |
+$47.9M |
-$19.7M |
+$28.2M |
VTI, VXUS, VEA, VEU, SDY
|
13F-HR |
2/8/2023, 04:44 PM |
Q3 2022 |
312 |
$412M |
+$22.9M |
-$22.5M |
+$430K |
VTI, VXUS, VEA, VEU, ICSH
|
13F-HR |
11/14/2022, 06:56 AM |
Q2 2022 |
313 |
$440M |
+$29.7M |
-$49.8M |
-$20M |
VTI, VXUS, VEU, ICSH, SDY
|
13F-HR |
8/10/2022, 02:52 PM |
Q1 2022 |
364 |
$526M |
+$57.8M |
-$27.9M |
+$29.9M |
VTI, ICSH, VEU, VXUS, VEA
|
13F-HR |
5/6/2022, 10:35 AM |
Q4 2021 |
339 |
$532M |
+$29.5M |
-$10M |
+$19.5M |
VTI, VEU, ICSH, VXUS, VUSB
|
13F-HR |
2/7/2022, 02:36 PM |
Q3 2021 |
313 |
$486M |
+$83.1M |
-$33.7M |
+$49.4M |
VTI, ICSH, VEU, VUSB, VXUS
|
13F-HR |
11/3/2021, 05:03 PM |
Q2 2021 |
323 |
$442M |
+$12.7M |
-$9.53M |
+$3.17M |
VTI, VEU, VXUS, SCHB, VTIP
|
13F-HR |
8/2/2021, 05:10 PM |
Q1 2021 |
315 |
$414M |
+$16.6M |
-$3.05M |
+$13.5M |
VTI, VEU, SCHB, VXUS, VTIP
|
13F-HR |
5/12/2021, 04:25 PM |
Q4 2020 |
304 |
$384M |
+$8.89M |
-$5.39M |
+$3.49M |
VTI, VEU, SCHB, VXUS, VTIP
|
13F-HR |
2/5/2021, 06:27 AM |
Q3 2020 |
313 |
$341M |
+$5.22M |
-$17.7M |
-$12.5M |
VTI, VEU, SCHB, VXUS, VTIP
|
13F-HR |
11/10/2020, 04:59 PM |
Q2 2020 |
315 |
$334M |
+$18.8M |
-$43.9M |
-$25.2M |
VTI, VEU, SCHB, VXUS, VTIP
|
13F-HR |
8/10/2020, 07:45 AM |
Q1 2020 |
317 |
$309M |
+$37.1M |
-$17.9M |
+$19.3M |
VTI, VEU, VTIP, SCHB, VXUS
|
13F-HR |
5/5/2020, 04:12 PM |
Q4 2019 |
333 |
$361M |
+$8.61M |
-$10.2M |
-$1.63M |
VTI, VEU, VXUS, SCHB, VTIP
|
13F-HR |
1/13/2020, 02:11 PM |
Q3 2019 |
333 |
$341M |
+$23.9M |
-$6.02M |
+$17.9M |
VTI, VEU, VXUS, SCHB, VTIP
|
13F-HR |
11/13/2019, 01:19 PM |
Q2 2019 |
340 |
$323M |
+$29.1M |
-$4.17M |
+$24.9M |
VTI, VEU, VXUS, SCHB, VTIP
|
13F-HR |
8/13/2019, 09:25 AM |
Q1 2019 |
311 |
$292M |
+$11.8M |
-$8.12M |
+$3.65M |
VTI, VEU, VXUS, SCHB, SPY
|
13F-HR |
5/10/2019, 03:35 PM |
Q4 2018 |
309 |
$260M |
+$31.9M |
-$8.75M |
+$23.1M |
VTI, VEU, VXUS, SCHB, SPY
|
13F-HR |
2/13/2019, 03:51 PM |
Q3 2018 |
316 |
$267M |
+$5.75M |
-$8.41M |
-$2.66M |
VTI, VEU, VXUS, SPY, SCHB
|
13F-HR |
11/14/2018, 09:14 AM |
Q2 2018 |
323 |
$262M |
+$20M |
-$17.5M |
+$2.56M |
VTI, VEU, VXUS, SPY, SCHB
|
13F-HR |
8/8/2018, 03:18 PM |
Q1 2018 |
328 |
$257M |
+$20.9M |
-$4.02M |
+$16.9M |
VTI, VEU, SPY, VXUS, MINT
|
13F-HR |
5/14/2018, 03:29 PM |
Q4 2017 |
316 |
$245M |
+$17M |
-$7.29M |
+$9.73M |
VTI, VEU, SPY, VXUS, NEAR
|
13F-HR |
1/30/2018, 03:54 PM |
Q3 2017 |
288 |
$226M |
+$15.6M |
-$6.41M |
+$9.2M |
VTI, VEU, SPY, VXUS, VEA
|
13F-HR |
11/8/2017, 04:29 PM |
Q2 2017 |
295 |
$209M |
+$8.32M |
-$5.57M |
+$2.75M |
VTI, VEU, SPY, VXUS, VEA
|
13F-HR |
8/11/2017, 03:49 PM |
Q1 2017 |
345 |
$202M |
+$6.68M |
-$6.39M |
+$283K |
VTI, VEU, SPY, VEA, VXUS
|
13F-HR |
5/12/2017, 12:45 PM |
Q4 2016 |
366 |
$191M |
+$9.29M |
-$7.19M |
+$2.1M |
VTI, VEU, SPY, VEA, VYM
|
13F-HR |
1/18/2017, 04:47 PM |
Q3 2016 |
298 |
$187M |
+$6.63M |
-$7.69M |
-$1.06M |
VTI, VEU, SPY, VEA, VYM
|
13F-HR |
11/1/2016, 03:35 PM |
Q2 2016 |
263 |
$181M |
+$9.52M |
-$9.32M |
+$203K |
VTI, VEU, SPY, VEA, VYM
|
13F-HR |
8/11/2016, 11:35 AM |
Q1 2016 |
260 |
$177M |
+$19.2M |
-$8.87M |
+$10.3M |
VTI, VEU, SPY, VEA, XLK
|
13F-HR |
5/9/2016, 01:34 PM |
Q4 2015 |
219 |
$166M |
+$5.48M |
-$8.82M |
-$3.34M |
VTI, VEU, SPY, XLK, DBEF
|
13F-HR |
2/4/2016, 02:04 PM |
Q3 2015 |
208 |
$163M |
+$17.8M |
-$9.72M |
+$8.05M |
VTI, VEU, SPY, XLK, DBEF
|
13F-HR |
11/12/2015, 09:10 AM |
Q2 2015 |
238 |
$172M |
+$6.72M |
-$1.91M |
+$4.81M |
VTI, VEU, SPY, XLK, VYM
|
13F-HR |
8/12/2015, 10:20 AM |
Q1 2015 |
239 |
$171M |
$0 |
$0 |
|
VTI, VEU, SPY, TYG, XLK
|
Restatement |
6/4/2015, 10:05 AM |