Q2 2024 |
26 |
$467M |
+$107M |
-$12.1M |
+$94.5M |
VTI, ACWX, VTHR, MSDL, VGIT
|
13F-HR |
8/14/2024, 10:59 AM |
Q1 2024 |
25 |
$371M |
+$47.6M |
-$39M |
+$8.63M |
VTI, MSDL, VGIT, VEA, FBRT
|
13F-HR |
5/10/2024, 02:38 PM |
Q4 2023 |
23 |
$350M |
+$49.3M |
-$27M |
+$22.3M |
VTI, VGIT, VEA, FBRT, TSLX
|
13F-HR |
2/12/2024, 07:19 PM |
Q3 2023 |
26 |
$305M |
+$11.3M |
-$8.66M |
+$2.6M |
VTI, VEA, FBRT, TSLX, VTHR
|
13F-HR |
11/13/2023, 06:27 PM |
Q2 2023 |
26 |
$305M |
+$7.37M |
-$30.9M |
-$23.6M |
VTI, VEA, FBRT, VTHR, TSLX
|
13F-HR |
8/14/2023, 06:44 AM |
Q1 2023 |
26 |
$313M |
+$3.79M |
-$74M |
-$70.2M |
VTI, VEA, FBRT, VTHR, TSLX
|
13F-HR |
5/12/2023, 04:55 PM |
Q4 2022 |
26 |
$355M |
+$37.7M |
-$909K |
+$36.8M |
VTI, VEA, FBRT, ARCC, NMFC
|
13F-HR |
2/10/2023, 01:18 PM |
Q3 2022 |
25 |
$296M |
+$11.5M |
-$1.57M |
+$9.95M |
VTI, VEA, VTHR, NMFC, ARCC
|
13F-HR |
11/10/2022, 04:37 PM |
Q2 2022 |
25 |
$310M |
+$16.3M |
-$31.2M |
-$14.9M |
VTI, VEA, VTHR, ARCC, OBDC
|
13F-HR |
8/12/2022, 04:06 PM |
Q1 2022 |
25 |
$381M |
+$17.4M |
-$7.44M |
+$10M |
VTI, VEA, VTHR, OBDC, NMFC
|
13F-HR |
5/13/2022, 01:43 PM |
Q4 2021 |
25 |
$385M |
+$10.2M |
-$21.1M |
-$10.9M |
VTI, VEA, ARCC, VTHR, OBDC
|
13F-HR |
2/11/2022, 06:27 AM |
Q3 2021 |
24 |
$381M |
+$6.23M |
-$2.38M |
+$3.85M |
VTI, VEA, VTHR, NMFC, ARCC
|
13F-HR |
11/15/2021, 12:45 PM |
Q2 2021 |
24 |
$380M |
+$7.78M |
-$69.2M |
-$61.5M |
VTI, VEA, VTHR, NMFC, TSLX
|
13F-HR |
8/13/2021, 03:26 PM |
Q1 2021 |
24 |
$420M |
+$12.1M |
-$87.5M |
-$75.4M |
VEA, VTI, NMFC, TCPC, ARCC
|
13F-HR |
5/14/2021, 08:53 AM |
Q4 2020 |
24 |
$463M |
+$85.9M |
-$5.52M |
+$80.4M |
VTI, VEA, TSLX, GBDC, ARCC
|
13F-HR |
2/12/2021, 01:36 PM |
Q3 2020 |
24 |
$335M |
+$32.4M |
-$5.03M |
+$27.4M |
VEA, VTI, VCSH, ARCC, GBDC
|
13F-HR |
11/13/2020, 11:12 AM |
Q2 2020 |
23 |
$294M |
+$43.3M |
-$12M |
+$31.3M |
VEA, VTI, GBDC, VCSH, ARCC
|
13F-HR |
8/12/2020, 01:08 PM |
Q1 2020 |
22 |
$226M |
+$19.7M |
-$17.2M |
+$2.47M |
VEA, VTI, VCSH, GBDC, OBDC
|
13F-HR |
5/13/2020, 08:32 AM |
Q4 2019 |
22 |
$303M |
+$48.7M |
-$15M |
+$33.8M |
VTI, VEA, GBDC, VCSH, CVBF
|
13F-HR |
2/13/2020, 01:13 PM |
Q3 2019 |
21 |
$256M |
+$49.6M |
-$81M |
-$31.4M |
VTI, VEA, CVBF, VCSH, ARCC
|
13F-HR |
11/13/2019, 02:36 PM |
Q2 2019 |
20 |
$288M |
+$15.8M |
-$69.7M |
-$53.9M |
CVBF, VEA, VTI, ARCC, NMFC
|
13F-HR |
8/13/2019, 08:31 AM |
Q1 2019 |
18 |
$339M |
+$40.5M |
-$19.3M |
+$21.3M |
CVBF, VTI, VEA, TSLX, ARCC
|
13F-HR |
5/9/2019, 12:43 PM |
Q4 2018 |
20 |
$297M |
+$78.3M |
-$1.21M |
+$77.1M |
CVBF, VEA, VTI, ARCC, TSLX
|
13F-HR |
2/8/2019, 01:05 PM |
Q3 2018 |
20 |
$247M |
+$140M |
-$11.9M |
+$128M |
CVBF, VEA, VTI, TSLX, ARCC
|
13F-HR |
11/8/2018, 01:57 PM |
Q2 2018 |
19 |
$116M |
+$1.51M |
-$1.35M |
+$167K |
VEA, VTI, VCSH, SPY, ARCC
|
13F-HR |
8/6/2018, 03:39 PM |
Q1 2018 |
19 |
$115M |
+$1.7M |
-$1M |
+$696K |
VEA, VTI, VCSH, SPY, ARCC
|
13F-HR |
7/23/2018, 01:11 PM |
Q4 2017 |
19 |
$82.6M |
$0 |
$0 |
|
VTI, VCSH, SPY, ARCC, TSLX
|
13F-HR |
7/20/2018, 03:06 PM |