Q2 2024 |
94 |
$141M |
+$1.97M |
-$9.61M |
-$7.64M |
IVV, VTI, ITOT, VT, IEF
|
13F-HR |
8/14/2024, 03:37 PM |
Q1 2024 |
94 |
$149M |
+$4M |
-$5.37M |
-$1.38M |
IVV, VTI, ITOT, VGSH, IEF
|
13F-HR |
5/9/2024, 02:52 PM |
Q4 2023 |
92 |
$142M |
+$32.2M |
-$1.43M |
+$30.8M |
IVV, VTI, ITOT, VGSH, IEF
|
13F-HR |
2/13/2024, 02:02 PM |
Q3 2023 |
89 |
$103M |
+$8.64M |
-$29.6M |
-$20.9M |
IVV, VTI, VGSH, IGSB, IEF
|
13F-HR |
11/13/2023, 12:09 PM |
Q2 2023 |
95 |
$128M |
+$35.6M |
-$58M |
-$22.4M |
IVV, VGIT, VTI, VGSH, IGSB
|
13F-HR |
8/9/2023, 02:17 PM |
Q1 2023 |
119 |
$145M |
+$35.6M |
-$28.5M |
+$7.1M |
IVV, IEI, SHY, VTI, SPY
|
13F-HR |
5/2/2023, 11:15 AM |
Q4 2022 |
95 |
$133M |
+$27.8M |
-$29.6M |
-$1.78M |
IVV, HDV, IEI, VTI, VTV
|
13F-HR |
2/9/2023, 01:37 PM |
Q3 2022 |
70 |
$128M |
+$25M |
-$30.3M |
-$5.33M |
IVV, ICSH, VTI, HDV, VCSH
|
13F-HR |
11/4/2022, 02:44 PM |
Q2 2022 |
59 |
$139M |
+$69.8M |
-$31.7M |
+$38.1M |
IVV, ICSH, MINT, HDV, VTI
|
13F-HR |
8/15/2022, 06:22 PM |
Q1 2022 |
47 |
$114M |
+$15.5M |
-$20.6M |
-$5.16M |
IVV, VTI, MINT, VT, IEI
|
13F-HR |
5/10/2022, 04:33 PM |
Q4 2021 |
47 |
$125M |
+$2.07M |
-$3.43M |
-$1.36M |
IVV, IEF, VTI, VT, IEI
|
13F-HR |
1/31/2022, 05:01 PM |
Q3 2021 |
46 |
$120M |
+$1.68M |
-$13.2M |
-$11.5M |
IVV, IEF, VTI, VT, IEI
|
13F-HR |
11/2/2021, 04:24 PM |
Q2 2021 |
48 |
$133M |
+$11.7M |
-$9.21M |
+$2.54M |
IVV, IEF, VTI, VT, IEI
|
13F-HR |
8/9/2021, 12:46 PM |
Q1 2021 |
50 |
$124M |
+$21.5M |
-$26.1M |
-$4.58M |
IEF, IVV, VTI, VT, AAAU
|
13F-HR |
5/14/2021, 02:03 PM |
Q4 2020 |
36 |
$128M |
+$15.8M |
-$35.5M |
-$19.7M |
IEF, IVV, IAU, VTI, SHY
|
13F-HR |
2/5/2021, 08:06 PM |
Q3 2020 |
36 |
$143M |
+$663K |
-$3.18M |
-$2.52M |
IEF, IVV, SHY, USMV, IAU
|
13F-HR |
11/10/2020, 06:04 PM |
Q2 2020 |
36 |
$141M |
+$42M |
-$11.7M |
+$30.3M |
IEF, SHY, IVV, USMV, IAU
|
13F-HR |
8/6/2020, 07:59 PM |
Q1 2020 |
33 |
$82.8M |
+$8.1M |
-$17.9M |
-$9.8M |
USMV, IEF, VTI, SHY, BND
|
13F-HR |
5/12/2020, 07:42 PM |
Q4 2019 |
31 |
$129M |
+$1.91M |
-$1.37M |
+$543K |
IVV, SHY, USMV, IEF, VTI
|
13F-HR |
2/5/2020, 04:44 PM |
Q3 2019 |
31 |
$125M |
$0 |
$0 |
|
IVV, SHY, USMV, IEF, VTI
|
13F-HR |
11/1/2019, 01:33 PM |
Q3 2016 |
20 |
$69.1M |
+$1.79M |
-$247K |
+$1.55M |
IVV, EFAV, VTI, BND, AGG
|
13F-HR |
11/3/2016, 07:32 PM |
Q2 2016 |
21 |
$66M |
+$8.41M |
-$144K |
+$8.27M |
IVV, EFAV, VTI, BND, AGG
|
13F-HR |
8/15/2016, 12:53 PM |
Q1 2016 |
17 |
$56.9M |
+$2.84M |
-$46.4M |
-$43.5M |
IVV, EFAV, BND, VTI, MINT
|
13F-HR |
5/13/2016, 07:01 PM |
Q4 2015 |
17 |
$101M |
$0 |
$0 |
|
IVV, PHDG, BND, EFAV, VTI
|
13F-HR |
2/29/2016, 12:35 PM |