Q3 2022 |
27 |
$284M |
+$13.6M |
-$951K |
+$12.6M |
DFUV, VBK, SCHC, VUG, VTI
|
13F-HR |
11/14/2022, 04:14 PM |
Q2 2022 |
25 |
$291M |
+$64.1M |
-$3.23M |
+$60.8M |
DFUV, VBK, SCHC, VUG, VTI
|
13F-HR |
8/10/2022, 01:30 PM |
Q1 2022 |
26 |
$275M |
+$26.8M |
-$3.76M |
+$23M |
VBK, SCHC, VUG, VTI, DFAT
|
13F-HR |
4/28/2022, 03:25 PM |
Q4 2021 |
26 |
$281M |
+$6M |
-$9.97M |
-$3.97M |
VBK, SCHC, VUG, VTI, DFAT
|
13F-HR |
1/19/2022, 01:50 PM |
Q3 2021 |
26 |
$277M |
+$8.46M |
-$3.38M |
+$5.07M |
VBK, SCHC, VUG, VTI, SCZ
|
13F-HR |
11/12/2021, 09:43 AM |
Q2 2021 |
26 |
$278M |
+$43M |
-$641K |
+$42.4M |
VBK, SCHC, VUG, VTI, DFAT
|
13F-HR |
8/2/2021, 02:58 PM |
Q1 2021 |
23 |
$229M |
+$7.57M |
-$11M |
-$3.38M |
VBK, SCHC, VUG, SCZ, VWO
|
13F-HR |
5/6/2021, 06:43 PM |
Q4 2020 |
21 |
$215M |
+$12.4M |
-$1.33M |
+$11.1M |
VBK, SCHC, VUG, GBDC, SCZ
|
13F-HR |
1/27/2021, 07:10 PM |
Q3 2020 |
18 |
$175M |
+$1.98M |
-$9.66M |
-$7.68M |
VBK, SCHC, VUG, GBDC, SCZ
|
13F-HR |
11/12/2020, 01:55 PM |
Q2 2020 |
18 |
$167M |
+$26.7M |
-$350K |
+$26.4M |
VBK, SCHC, VUG, GBDC, SCZ
|
13F-HR |
8/6/2020, 12:58 PM |
Q1 2020 |
17 |
$118M |
+$28.3M |
-$24M |
+$4.3M |
VBK, GBDC, VUG, SCZ, VWO
|
13F-HR |
4/23/2020, 01:40 PM |
Q4 2019 |
17 |
$146M |
$0 |
$0 |
|
VBK, SCHE, GBDC, VUG, SCHF
|
13F-HR |
2/13/2020, 05:11 PM |