Q3 2024 |
96 |
$203M |
+$16.8M |
-$7.06M |
+$9.73M |
USSG, DFAS, AAPL, VTIP, SPY
|
13F-HR |
10/9/2024, 04:46 PM |
Q2 2024 |
96 |
$173M |
+$13.5M |
-$7.62M |
+$5.92M |
SPY, AAPL, MDY, DFUV, IWF
|
13F-HR |
7/25/2024, 12:44 PM |
Q1 2024 |
91 |
$173M |
+$17.1M |
-$2.21M |
+$14.9M |
DFUV, MDY, VTIP, SPY, AAPL
|
13F-HR |
4/15/2024, 06:53 PM |
Q4 2023 |
78 |
$152M |
+$13.4M |
-$5.49M |
+$7.9M |
AAPL, VTIP, MDY, DFUV, SPY
|
13F-HR |
1/19/2024, 05:29 PM |
Q3 2023 |
80 |
$132M |
+$6.58M |
-$2.97M |
+$3.61M |
VTIP, AAPL, MDY, DFUV, SPY
|
13F-HR |
10/27/2023, 01:17 PM |
Q2 2023 |
76 |
$133M |
+$5.3M |
-$4.84M |
+$461K |
AAPL, MDY, SPY, DFUV, VTIP
|
13F-HR |
7/12/2023, 06:17 PM |
Q1 2023 |
77 |
$127M |
+$5.83M |
-$3.56M |
+$2.28M |
AAPL, MDY, DFUV, SPY, VTIP
|
13F-HR |
4/28/2023, 03:48 PM |
Q4 2022 |
75 |
$116M |
+$3.64M |
-$3.28M |
+$357K |
DFUV, MDY, VTIP, SPY, CGW
|
13F-HR |
1/17/2023, 06:49 PM |
Q3 2022 |
72 |
$113M |
+$4.13M |
-$4.18M |
-$51.7K |
VTIP, MDY, DFUV, AAPL, SPY
|
13F-HR |
10/18/2022, 05:33 PM |
Q2 2022 |
79 |
$120M |
+$7.33M |
-$2.66M |
+$4.67M |
VTIP, DFUV, MDY, SPY, CGW
|
13F-HR |
7/29/2022, 04:13 PM |
Q1 2022 |
78 |
$136M |
+$1.16M |
-$2.74M |
-$1.58M |
SPY, MDY, AAPL, CGW, DFAS
|
13F-HR |
4/15/2022, 05:21 PM |
Q4 2021 |
79 |
$149M |
+$2.89M |
-$4.29M |
-$1.4M |
SPY, MDY, CGW, IWF, DFAS
|
13F-HR |
1/27/2022, 06:22 PM |
Q3 2021 |
72 |
$142M |
+$1.54M |
-$7.52M |
-$5.98M |
SPY, CGW, MDY, VTIP, IWF
|
13F-HR |
10/28/2021, 05:51 PM |
Q2 2021 |
74 |
$146M |
+$20M |
-$17.6M |
+$2.33M |
SPY, MDY, CGW, IWF, SCHM
|
13F-HR |
7/28/2021, 06:44 PM |
Q1 2021 |
73 |
$137M |
+$2.35M |
-$5.09M |
-$2.75M |
MDY, SPY, SCHM, IWF, CGW
|
13F-HR |
4/21/2021, 05:27 PM |
Q4 2020 |
74 |
$138M |
+$5.43M |
-$2.11M |
+$3.33M |
SPY, MDY, IWF, SCHM, BSV
|
13F-HR |
1/29/2021, 07:39 PM |
Q3 2020 |
70 |
$119M |
+$4.48M |
-$3.5M |
+$978K |
SPY, IWF, BSV, MDY, SCHM
|
13F-HR |
10/30/2020, 12:45 PM |
Q2 2020 |
74 |
$112M |
+$1.24M |
-$11.3M |
-$10M |
SPY, BSV, IWF, MDY, SCHM
|
13F-HR |
7/20/2020, 05:55 PM |
Q1 2020 |
75 |
$106M |
+$5.02M |
-$11.7M |
-$6.71M |
BSV, SPY, SCHM, VCIT, IWF
|
13F-HR |
5/8/2020, 05:13 PM |
Q4 2019 |
83 |
$137M |
+$1.69M |
-$2.04M |
-$356K |
SPY, MDY, VSS, VTV, SCHM
|
13F-HR |
1/22/2020, 06:21 PM |
Q3 2019 |
79 |
$134M |
+$1.51M |
-$3.59M |
-$2.08M |
SPY, MDY, VSS, VCIT, VTV
|
13F-HR |
10/17/2019, 06:37 PM |
Q2 2019 |
83 |
$135M |
+$1.46M |
-$3.34M |
-$1.87M |
SPY, MDY, VSS, VCIT, BSV
|
13F-HR |
7/11/2019, 06:28 PM |
Q1 2019 |
83 |
$133M |
+$3.91M |
-$2.58M |
+$1.33M |
SPY, MDY, BSV, VSS, VCIT
|
13F-HR |
4/29/2019, 06:16 PM |
Q4 2018 |
83 |
$120M |
+$5.65M |
-$10.2M |
-$4.56M |
BSV, VCIT, SPY, MDY, VTV
|
13F-HR |
1/16/2019, 03:42 PM |
Q3 2018 |
87 |
$139M |
+$2.3M |
-$15.1M |
-$12.8M |
BSV, VTV, MDY, SPY, VSS
|
13F-HR |
10/22/2018, 05:25 PM |
Q2 2018 |
90 |
$148M |
+$11.7M |
-$12.9M |
-$1.17M |
BSV, VSS, VTV, MDY, IWF
|
13F-HR |
7/23/2018, 03:28 PM |
Q1 2018 |
87 |
$146M |
+$11.8M |
-$2.17M |
+$9.59M |
BSV, VSS, VTV, MDY, IWF
|
13F-HR |
4/20/2018, 12:58 PM |
Q4 2017 |
78 |
$139M |
+$7.13M |
-$2.39M |
+$4.74M |
BSV, MDY, IWF, VTV, VSS
|
13F-HR |
1/12/2018, 04:03 PM |
Q3 2017 |
72 |
$130M |
+$6.09M |
-$2.37M |
+$3.72M |
BSV, MDY, IWF, SPY, VSS
|
13F-HR |
10/18/2017, 03:37 PM |
Q2 2017 |
72 |
$124M |
+$8.58M |
-$4.49M |
+$4.09M |
MDY, BSV, SPY, IWF, META
|
13F-HR |
8/3/2017, 04:54 PM |
Q1 2017 |
71 |
$116M |
+$6.48M |
-$2.51M |
+$3.97M |
MDY, SPY, VNQ, PHB, IWF
|
13F-HR |
4/17/2017, 06:11 PM |
Q4 2016 |
68 |
$107M |
+$4.42M |
-$4.98M |
-$560K |
MDY, VNQ, SPY, PHB, IWF
|
13F-HR |
1/23/2017, 04:45 PM |
Q3 2016 |
64 |
$108M |
+$3.69M |
-$2.52M |
+$1.17M |
MDY, SPY, VNQ, PHB, IWF
|
13F-HR |
10/14/2016, 01:39 PM |
Q2 2016 |
62 |
$103M |
+$6.3M |
-$4.23M |
+$2.07M |
MDY, VNQ, SPY, PHB, IWF
|
13F-HR |
7/19/2016, 05:02 PM |
Q1 2016 |
65 |
$99.7M |
+$10.6M |
-$4.7M |
+$5.86M |
MDY, SPY, VNQ, PHB, IWF
|
13F-HR |
4/26/2016, 03:30 PM |
Q4 2015 |
65 |
$91.5M |
$0 |
$0 |
|
MDY, SPY, VNQ, PHB, IWF
|
13F-HR |
1/28/2016, 06:39 PM |