Q3 2024 |
6 |
$581M |
+$895K |
-$113M |
-$112M |
VT, AGG, VOO, VGIT, ISRA
|
13F-HR |
11/5/2024, 12:54 PM |
Q2 2024 |
6 |
$659M |
$0 |
-$169M |
-$169M |
VT, AGG, VOO, VGIT, ISRA
|
13F-HR |
7/30/2024, 01:34 PM |
Q1 2024 |
6 |
$816M |
+$114M |
-$384K |
+$113M |
VT, VOO, AGG, VGIT, ISRA
|
13F-HR |
5/7/2024, 04:57 PM |
Q4 2023 |
6 |
$672M |
+$132M |
-$43.3M |
+$89.1M |
VT, VOO, AGG, VGIT, ISRA
|
13F-HR |
2/9/2024, 12:04 PM |
Q3 2023 |
7 |
$543M |
+$1.71M |
-$3.77M |
-$2.06M |
VOO, AGG, VT, VGIT, WCLD
|
13F-HR |
11/13/2023, 05:07 PM |
Q2 2023 |
7 |
$566M |
+$181M |
-$133M |
+$48.4M |
VOO, AGG, VT, VGIT, WCLD
|
13F-HR |
7/28/2023, 02:45 PM |
Q1 2023 |
9 |
$501M |
+$32.4M |
-$15.9M |
+$16.5M |
VOO, VT, SHY, SCHO, WCLD
|
13F-HR |
5/11/2023, 11:22 AM |
Q4 2022 |
9 |
$459M |
+$55.9M |
-$1.32M |
+$54.6M |
VOO, VT, SHY, SCHO, VGIT
|
13F-HR |
2/10/2023, 10:29 AM |
Q3 2022 |
9 |
$389M |
+$53.2M |
-$43.9M |
+$9.3M |
VOO, VT, SHY, VGIT, WCLD
|
13F-HR |
11/10/2022, 09:28 AM |
Q2 2022 |
9 |
$397M |
+$141M |
-$95.5M |
+$45.9M |
VT, SHY, VOO, WCLD, SCHO
|
13F-HR |
8/4/2022, 02:14 PM |
Q1 2022 |
10 |
$376M |
+$37M |
-$9.74M |
+$27.3M |
SHY, VOO, ACWI, SCHO, WCLD
|
13F-HR |
4/15/2022, 11:50 AM |
Q4 2021 |
7 |
$360M |
+$8.88M |
-$7.96M |
+$921K |
SHY, VOO, ACWI, SCHO, AGG
|
13F-HR |
1/18/2022, 10:00 AM |
Q3 2021 |
7 |
$347M |
+$38.5M |
-$38.2M |
+$327K |
SHY, ACWI, VOO, SCHO, XOM
|
13F-HR |
10/14/2021, 07:22 AM |
Q2 2021 |
7 |
$348M |
+$35.8M |
-$1.14M |
+$34.6M |
SHY, VOO, SCHO, ACWI, ISRA
|
13F-HR |
7/19/2021, 11:09 AM |
Q1 2021 |
6 |
$302M |
+$9.87M |
-$335K |
+$9.53M |
SHY, VOO, ACWI, SCHO, ISRA
|
13F-HR |
4/9/2021, 04:32 PM |
Q4 2020 |
6 |
$285M |
+$587K |
-$20.1M |
-$19.5M |
SHY, VOO, SCHO, ACWI, ISRA
|
13F-HR |
1/12/2021, 08:34 PM |
Q3 2020 |
6 |
$287M |
+$496K |
-$3.8M |
-$3.3M |
SHY, VOO, SCHO, ACWI, ISRA
|
13F-HR |
10/9/2020, 12:16 PM |
Q2 2020 |
6 |
$283M |
+$34.4M |
-$16.3M |
+$18.1M |
SHY, VOO, SCHO, ACWI, ISRA
|
13F-HR |
7/9/2020, 02:42 PM |
Q1 2020 |
7 |
$247M |
+$35.4M |
$0 |
+$35.4M |
SHY, VOO, SCHO, ACWI, ISRA
|
13F-HR |
4/9/2020, 02:42 PM |
Q4 2019 |
7 |
$229M |
+$570K |
-$41.8M |
-$41.3M |
SHY, VOO, SCHO, ACWI, XOM
|
13F-HR |
1/7/2020, 12:20 PM |
Q3 2019 |
7 |
$264M |
+$3.42M |
$0 |
+$3.42M |
SHY, SCHO, VOO, ACWI, XOM
|
13F-HR |
10/4/2019, 02:03 PM |
Q2 2019 |
7 |
$262M |
+$1.46M |
-$35M |
-$33.5M |
SHY, SCHO, VOO, XOM, ACWI
|
13F-HR |
7/12/2019, 05:20 PM |
Q1 2019 |
7 |
$293M |
+$5.15M |
-$33.2M |
-$28.1M |
SHY, SCHO, ACWI, VOO, XOM
|
13F-HR |
4/22/2019, 01:04 PM |
Q4 2018 |
7 |
$304M |
$0 |
$0 |
|
SHY, SCHO, ACWI, VOO, XOM
|
13F-HR |
2/13/2019, 12:08 PM |