Q3 2024 |
65 |
$256M |
+$89.8M |
-$92.9M |
-$3.1M |
VOO, EFIV, AGG, IUSB, SPTM
|
13F-HR |
11/12/2024, 06:12 AM |
Q2 2024 |
66 |
$249M |
+$146M |
-$146M |
-$309K |
VOO, EFIV, SGOV, TFLO, GSY
|
13F-HR |
8/13/2024, 08:44 PM |
Q1 2024 |
69 |
$245M |
+$95M |
-$92.2M |
+$2.74M |
ESGV, XVV, IUSB, VOO, SPTM
|
13F-HR |
5/13/2024, 09:35 PM |
Q4 2023 |
70 |
$231M |
+$142M |
-$140M |
+$2.04M |
EFIV, ESGV, IUSB, SPTM, SPMB
|
13F-HR |
2/14/2024, 12:03 PM |
Q3 2023 |
57 |
$214M |
+$135M |
-$134M |
+$547K |
VOO, ITOT, BIL, SGOV, SPTM
|
13F-HR |
11/13/2023, 01:02 PM |
Q2 2023 |
59 |
$217M |
+$133M |
-$124M |
+$9.21M |
XVV, ESGV, STIP, SPTM, VOO
|
13F-HR |
8/14/2023, 06:04 AM |
Q1 2023 |
42 |
$206M |
+$147M |
-$152M |
-$5.21M |
BIL, SGOV, SHY, VTIP, STIP
|
13F-HR |
5/8/2023, 08:22 PM |
Q4 2022 |
40 |
$204M |
+$109M |
-$122M |
-$12.9M |
VOO, VTI, FLOT, BND, BNDX
|
13F-HR |
2/7/2023, 03:35 PM |
Q3 2022 |
48 |
$219M |
+$144M |
-$144M |
+$619K |
SH, BIL, NEAR, FLOT, JPST
|
13F-HR |
11/10/2022, 03:13 PM |
Q2 2022 |
58 |
$223M |
+$71.2M |
-$74.1M |
-$2.99M |
VTI, STIP, BIL, VOO, SH
|
13F-HR |
7/28/2022, 07:56 PM |
Q1 2022 |
60 |
$249M |
+$82.3M |
-$84M |
-$1.7M |
VOO, VTI, STIP, BND, IUSB
|
13F-HR |
4/20/2022, 08:22 PM |
Q4 2021 |
76 |
$272M |
+$46.4M |
-$45.2M |
+$1.24M |
VOO, BND, VTI, STIP, ESGU
|
13F-HR |
2/2/2022, 05:59 PM |
Q3 2021 |
70 |
$261M |
+$84.1M |
-$84.9M |
-$726K |
VOO, BND, VTI, STIP, VGIT
|
13F-HR |
10/28/2021, 02:25 PM |
Q2 2021 |
79 |
$262M |
+$123M |
-$122M |
+$658K |
VOO, STIP, VTI, PBTP, SPIP
|
13F-HR |
7/27/2021, 07:48 PM |
Q1 2021 |
75 |
$254M |
+$162M |
-$156M |
+$5.96M |
TBX, STIP, VGSH, TBF, SJNK
|
13F-HR |
4/29/2021, 05:24 PM |
Q4 2020 |
64 |
$247M |
+$84.1M |
-$82M |
+$2.14M |
BND, VOO, ICLN, XITK, TECB
|
13F-HR |
2/12/2021, 01:58 PM |
Q3 2020 |
65 |
$216M |
+$102M |
-$98.5M |
+$3.83M |
VGLT, VOO, VGIT, BND, XITK
|
13F-HR |
11/13/2020, 12:25 PM |
Q2 2020 |
46 |
$210M |
+$91.8M |
-$80.6M |
+$11.2M |
BND, VOO, TECB, BNDW, VGSH
|
13F-HR |
8/11/2020, 03:08 PM |
Q1 2020 |
39 |
$183M |
+$81.3M |
-$90.6M |
-$9.31M |
BND, VOO, USMV, BNDW, ICSH
|
13F-HR |
5/14/2020, 05:27 PM |
Q4 2019 |
52 |
$209M |
+$9.33M |
-$6.71M |
+$2.62M |
VOO, VXUS, BNDX, BND, USMV
|
13F-HR |
2/11/2020, 07:17 PM |
Q3 2019 |
51 |
$198M |
+$15.1M |
-$18.8M |
-$3.7M |
VOO, VXUS, BNDX, BND, USMV
|
13F-HR |
11/7/2019, 01:34 PM |
Q2 2019 |
52 |
$201M |
+$11M |
-$11.5M |
-$523K |
VOO, VXUS, BNDX, BND, SHYG
|
13F-HR |
8/2/2019, 02:28 PM |
Q1 2019 |
49 |
$196M |
+$25.6M |
-$22.1M |
+$3.45M |
VOO, VXUS, BNDX, BND, SHYG
|
13F-HR |
5/14/2019, 01:52 PM |
Q4 2018 |
46 |
$178M |
+$44M |
-$50.6M |
-$6.59M |
VOO, BND, VXUS, BNDX, SHYG
|
13F-HR |
1/16/2019, 07:53 PM |
Q3 2018 |
47 |
$203M |
+$17.5M |
-$9.22M |
+$8.28M |
VOO, BND, VXUS, BNDX, MDY
|
13F-HR |
10/11/2018, 09:46 PM |
Q2 2018 |
29 |
$190M |
+$5.67M |
-$7.52M |
-$1.85M |
VOO, BND, VXUS, BNDX, MDY
|
13F-HR |
8/9/2018, 02:04 PM |
Q1 2018 |
21 |
$190M |
+$3.67M |
-$4.25M |
-$573K |
VOO, BND, VXUS, BNDX, MDY
|
13F-HR |
5/1/2018, 08:31 PM |
Q4 2017 |
21 |
$193M |
+$4.38M |
-$1.91M |
+$2.47M |
VOO, BND, VXUS, BNDX, MDY
|
13F-HR |
2/2/2018, 06:33 PM |
Q3 2017 |
15 |
$185M |
+$3.03M |
-$1.58M |
+$1.45M |
VOO, BND, VXUS, BNDX, MDY
|
13F-HR |
11/14/2017, 05:07 PM |
Q2 2017 |
15 |
$178M |
+$1.07M |
-$2.71M |
-$1.65M |
VOO, BND, VXUS, BNDX, MDY
|
13F-HR |
8/3/2017, 07:16 PM |
Q1 2017 |
15 |
$176M |
+$624K |
-$2.09M |
-$1.47M |
VOO, BND, VXUS, BNDX, MDY
|
13F-HR |
4/20/2017, 06:25 PM |
Q4 2016 |
16 |
$173M |
+$517K |
-$1.59M |
-$1.08M |
VOO, BND, VXUS, BNDX, MDY
|
13F-HR |
1/18/2017, 06:50 PM |
Q3 2016 |
16 |
$174M |
+$933K |
-$1.29M |
-$355K |
VOO, BND, VXUS, BNDX, MDY
|
13F-HR |
10/28/2016, 04:58 PM |
Q2 2016 |
14 |
$170M |
+$37.9K |
-$4.1M |
-$4.06M |
VOO, BND, VXUS, BNDX, MDY
|
13F-HR |
8/15/2016, 11:04 AM |
Q1 2016 |
17 |
$172M |
+$4.85M |
-$553K |
+$4.29M |
BND, VOO, VXUS, BNDX, MDY
|
13F-HR |
4/27/2016, 02:56 PM |
Q4 2015 |
14 |
$163M |
+$2.78M |
-$907K |
+$1.87M |
VOO, BND, VXUS, BNDX, MDY
|
13F-HR |
12/1/2016, 04:05 PM |
Q3 2015 |
13 |
$158M |
+$4.44M |
-$719K |
+$3.72M |
BND, VOO, VXUS, BNDX, MDY
|
13F-HR |
12/1/2016, 04:05 PM |
Q2 2015 |
13 |
$164M |
+$11M |
-$15.5M |
-$4.51M |
VOO, BND, VXUS, BNDX, MDY
|
13F-HR |
12/1/2016, 04:05 PM |
Q1 2015 |
14 |
$171M |
+$3.07M |
-$2.34M |
+$738K |
BND, VOO, VXUS, VDE, BNDX
|
13F-HR |
12/1/2016, 04:05 PM |
Q4 2014 |
14 |
$168M |
+$76.9M |
-$19.9M |
+$57M |
VOO, BND, VXUS, VDE, BNDX
|
13F-HR |
12/1/2016, 04:05 PM |
Q3 2014 |
9 |
$110M |
+$1.07M |
$0 |
+$1.07M |
VOO, VDE, MDY, VB, VNQ
|
13F-HR |
12/1/2016, 04:05 PM |
Q2 2014 |
9 |
$113M |
+$71.1K |
-$1M |
-$930K |
VOO, VDE, MDY, VB, VNQ
|
13F-HR |
12/1/2016, 04:05 PM |
Q1 2014 |
9 |
$107M |
+$4.84M |
-$549K |
+$4.29M |
VOO, VDE, MDY, VB, VNQ
|
13F-HR |
12/1/2016, 04:05 PM |
Q4 2013 |
9 |
$101M |
$0 |
$0 |
|
VOO, VDE, MDY, VB, VNQ
|
13F-HR |
12/1/2016, 04:05 PM |