Q3 2024 |
264 |
$322M |
+$10.6M |
-$16M |
-$5.35M |
VTI, SCHD, IDHQ, ESGV, PM
|
13F-HR |
11/8/2024, 04:47 PM |
Q2 2024 |
302 |
$308M |
+$14.6M |
-$13.7M |
+$923K |
VTI, SCHD, IDHQ, ESGV, PM
|
13F-HR |
8/12/2024, 05:27 PM |
Q1 2024 |
344 |
$304M |
+$18.2M |
-$7.3M |
+$10.9M |
VTI, SCHD, IDHQ, ESGV, PM
|
13F-HR |
5/13/2024, 03:50 PM |
Q4 2023 |
281 |
$275M |
+$16.9M |
-$17M |
-$42.9K |
VTI, SCHD, IDHQ, ESGV, PM
|
13F-HR |
2/13/2024, 03:21 PM |
Q3 2023 |
291 |
$253M |
+$14.9M |
-$6.7M |
+$8.2M |
VTI, SCHD, ESGV, PM, IDHQ
|
13F-HR |
10/27/2023, 07:56 PM |
Q2 2023 |
298 |
$259M |
+$16.4M |
-$12M |
+$4.48M |
VTI, SCHD, ESGV, PM, IDHQ
|
13F-HR |
8/11/2023, 07:31 PM |
Q1 2023 |
300 |
$244M |
+$50M |
-$15.4M |
+$34.7M |
VTI, SCHD, PM, ESGV, IDHQ
|
13F-HR |
5/12/2023, 09:25 PM |
Q4 2022 |
300 |
$203M |
+$27.4M |
-$44.7M |
-$17.3M |
VTI, PM, SCHD, ESGV, MO
|
13F-HR |
2/14/2023, 01:38 PM |
Q3 2022 |
334 |
$201M |
+$12.6M |
-$12M |
+$623K |
VTI, PM, ESGV, MO, SCHD
|
13F-HR |
11/10/2022, 06:02 PM |
Q2 2022 |
341 |
$218M |
+$16.3M |
-$9.18M |
+$7.14M |
VTI, PM, ESGV, MO, DFAC
|
13F-HR |
8/11/2022, 12:47 PM |
Q1 2022 |
372 |
$247M |
+$30.3M |
-$20.9M |
+$9.34M |
VTI, ESGV, PM, MO, DFAC
|
13F-HR |
5/12/2022, 02:15 PM |
Q4 2021 |
363 |
$248M |
+$17.3M |
-$8M |
+$9.31M |
VTI, PM, ESGV, MO, DFAC
|
13F-HR |
2/11/2022, 03:28 PM |
Q3 2021 |
265 |
$225M |
+$14.5M |
-$7.24M |
+$7.23M |
VTI, PM, VEU, ESGV, MO
|
13F-HR |
11/10/2021, 07:43 PM |
Q2 2021 |
268 |
$222M |
+$18M |
-$9.7M |
+$8.25M |
VTI, PM, VEU, MO, ESGV
|
13F-HR |
8/9/2021, 05:27 PM |
Q1 2021 |
240 |
$201M |
+$19.3M |
-$20.9M |
-$1.55M |
VTI, PM, MO, VEU, ESGV
|
13F-HR |
5/10/2021, 07:20 PM |
Q4 2020 |
232 |
$186M |
+$12.3M |
-$7.64M |
+$4.67M |
VTI, PM, MO, VEU, SCHD
|
13F-HR |
2/10/2021, 06:58 PM |
Q3 2020 |
214 |
$161M |
+$6.94M |
-$2.05M |
+$4.89M |
VTI, PM, MO, VEU, USMV
|
13F-HR |
11/12/2020, 12:21 PM |
Q2 2020 |
214 |
$148M |
+$11.3M |
-$30.3M |
-$19M |
VTI, PM, MO, VEU, USMV
|
13F-HR |
8/4/2020, 10:44 AM |
Q1 2020 |
224 |
$148M |
+$25.2M |
-$13.2M |
+$12.1M |
VTI, PM, MO, VEU, VXUS
|
13F-HR |
5/1/2020, 10:34 AM |
Q4 2019 |
165 |
$169M |
+$19.4M |
-$14.7M |
+$4.8M |
VTI, PM, MO, VEU, VXUS
|
13F-HR |
1/28/2020, 07:36 PM |
Q3 2019 |
151 |
$149M |
+$6.26M |
-$6.94M |
-$680K |
VTI, PM, MO, VXUS, VEU
|
13F-HR |
10/24/2019, 01:20 PM |
Q2 2019 |
165 |
$155M |
+$3.22M |
-$2.11M |
+$1.1M |
VTI, PM, MO, VEU, VXUS
|
13F-HR |
7/24/2019, 11:46 AM |
Q1 2019 |
158 |
$160M |
+$5.88M |
-$7.97M |
-$2.09M |
PM, VTI, MO, VEU, VXUS
|
13F-HR |
4/25/2019, 01:29 PM |
Q4 2018 |
160 |
$139M |
+$2.35M |
-$25.1M |
-$22.7M |
PM, VTI, MO, VEU, VXUS
|
13F-HR |
1/23/2019, 03:53 PM |
Q3 2018 |
175 |
$190M |
+$9.41M |
-$2.6M |
+$6.81M |
PM, MO, VTI, VEU, VXUS
|
13F-HR |
11/6/2018, 01:40 PM |
Q2 2018 |
207 |
$178M |
+$30.1M |
-$3M |
+$27.1M |
PM, MO, VTI, VEU, VXUS
|
13F-HR |
8/6/2018, 05:48 PM |
Q1 2018 |
136 |
$162M |
+$4.68M |
-$2.42M |
+$2.26M |
PM, VTI, MO, VEU, VXUS
|
13F-HR |
5/7/2018, 08:31 PM |
Q4 2017 |
126 |
$168M |
+$4.73M |
-$10.4M |
-$5.66M |
PM, MO, VTI, VEU, VXUS
|
13F-HR |
2/1/2018, 07:02 PM |
Q3 2017 |
137 |
$169M |
+$22.5M |
-$2.88M |
+$19.6M |
PM, MO, VTI, VEU, VXUS
|
13F-HR |
10/24/2017, 04:02 PM |
Q2 2017 |
140 |
$154M |
+$4.52M |
-$18.8M |
-$14.3M |
PM, MO, VTI, VEU, VXUS
|
13F-HR |
7/21/2017, 02:08 PM |
Q1 2017 |
135 |
$163M |
+$5.62M |
-$5.11M |
+$506K |
PM, MO, VTI, VEU, VXUS
|
13F-HR |
5/1/2017, 03:07 PM |
Q4 2016 |
130 |
$146M |
+$9.33M |
-$8.42M |
+$911K |
PM, MO, VTI, VEU, VXUS
|
13F-HR |
2/13/2017, 07:45 PM |
Q3 2016 |
120 |
$146M |
+$3.76M |
-$11M |
-$7.24M |
PM, MO, VEU, VTI, GUNR
|
13F-HR |
11/1/2016, 04:20 PM |
Q2 2016 |
127 |
$157M |
+$8.35M |
-$4.33M |
+$4.02M |
PM, MO, VTI, VEU, GUNR
|
13F-HR |
8/12/2016, 04:23 PM |
Q1 2016 |
108 |
$145M |
+$19.1M |
$0 |
+$19.1M |
PM, MO, VTI, VEU, GUNR
|
13F-HR |
4/28/2016, 07:32 PM |
Q4 2015 |
36 |
$118M |
$0 |
$0 |
|
PM, MO, VTI, VEU, GUNR
|
13F-HR |
2/3/2016, 03:29 PM |