Q3 2024 |
162 |
$390M |
+$7.33M |
-$21.4M |
-$14M |
VTI, JQUA, VEA, AVUS, JPST
|
13F-HR |
10/29/2024, 04:50 PM |
Q2 2024 |
156 |
$382M |
+$18.2M |
-$11.6M |
+$6.59M |
VTI, JQUA, VEA, AVUS, BSV
|
13F-HR |
8/9/2024, 07:02 PM |
Q1 2024 |
162 |
$371M |
+$17.6M |
-$13.6M |
+$3.97M |
VTI, JQUA, VEA, AVUS, BSV
|
13F-HR |
5/1/2024, 03:11 PM |
Q4 2023 |
152 |
$349M |
+$15.5M |
-$21.2M |
-$5.68M |
VTI, VEA, JQUA, AVUS, BSV
|
13F-HR |
1/25/2024, 05:46 PM |
Q3 2023 |
142 |
$324M |
+$18.7M |
-$15.4M |
+$3.34M |
VTI, VEA, JQUA, BSV, AVUS
|
13F-HR |
10/30/2023, 03:55 PM |
Q2 2023 |
140 |
$333M |
+$25.6M |
-$20.9M |
+$4.71M |
VTI, VEA, JQUA, BSV, VNQ
|
13F-HR |
8/4/2023, 02:23 PM |
Q1 2023 |
143 |
$314M |
+$28.9M |
-$18.2M |
+$10.7M |
VTI, JQUA, VEA, BSV, VNQ
|
13F-HR |
5/10/2023, 05:27 PM |
Q4 2022 |
133 |
$288M |
+$36.1M |
-$22.3M |
+$13.8M |
VTI, JQUA, BSV, VEA, VNQ
|
13F-HR |
2/13/2023, 12:03 PM |
Q3 2022 |
110 |
$260M |
+$26.3M |
-$23M |
+$3.35M |
VTI, JQUA, BSV, JPST, HYGV
|
13F-HR |
10/28/2022, 06:27 PM |
Q2 2022 |
114 |
$273M |
+$26.1M |
-$50.2M |
-$24.2M |
VTI, JPST, JQUA, HYGV, VNQ
|
13F-HR |
7/29/2022, 11:36 AM |
Q1 2022 |
123 |
$337M |
+$26.7M |
-$12.8M |
+$13.8M |
JPST, VTI, JQUA, HYGV, VNQ
|
13F-HR |
5/9/2022, 06:37 PM |
Q4 2021 |
118 |
$344M |
+$18.3M |
-$4.22M |
+$14.1M |
JPST, VTI, JQUA, VNQ, HYGV
|
13F-HR |
2/7/2022, 01:02 PM |
Q3 2021 |
114 |
$314M |
+$5.52M |
-$3.18M |
+$2.34M |
JPST, VTI, JQUA, VNQ, VEA
|
13F-HR |
11/2/2021, 06:57 PM |
Q2 2021 |
117 |
$316M |
+$10.9M |
-$8.88M |
+$2.07M |
JPST, VTI, JQUA, ARKK, VNQ
|
13F-HR |
7/30/2021, 02:15 PM |
Q1 2021 |
110 |
$298M |
+$21.3M |
-$2.41M |
+$18.9M |
JPST, VTI, JQUA, ARKK, VNQ
|
13F-HR |
5/4/2021, 12:30 PM |
Q4 2020 |
99 |
$270M |
+$17.2M |
-$7.89M |
+$9.28M |
JPST, VTI, ARKK, JQUA, VNQ
|
13F-HR |
2/8/2021, 11:46 AM |
Q3 2020 |
88 |
$238M |
+$37.6M |
-$8.76M |
+$28.8M |
JPST, VTI, VNQ, ARKK, VEA
|
13F-HR |
10/29/2020, 02:39 PM |
Q2 2020 |
86 |
$202M |
+$28M |
-$6.15M |
+$21.9M |
JPST, VNQ, VTI, ARKK, VEA
|
13F-HR |
8/5/2020, 09:46 AM |
Q1 2020 |
74 |
$159M |
+$14.5M |
-$10.4M |
+$4.02M |
JPST, VNQ, XT, SPY, VTI
|
13F-HR |
5/1/2020, 02:23 PM |
Q4 2019 |
82 |
$180M |
+$6.86M |
-$4.54M |
+$2.31M |
JPST, VNQ, XT, RSP, SPY
|
13F-HR |
2/4/2020, 07:15 PM |
Q3 2019 |
84 |
$170M |
+$4.12M |
-$3.47M |
+$651K |
JPST, VNQ, XT, RSP, VO
|
13F-HR |
11/8/2019, 03:45 PM |
Q2 2019 |
83 |
$167M |
+$4.13M |
-$2.63M |
+$1.5M |
JPST, VNQ, XT, RSP, VO
|
13F-HR |
8/9/2019, 01:26 PM |
Q1 2019 |
87 |
$163M |
+$6.63M |
-$2.23M |
+$4.4M |
JPST, VNQ, XT, RSP, VO
|
13F-HR |
5/3/2019, 06:16 PM |
Q4 2018 |
79 |
$145M |
+$18.2M |
-$11M |
+$7.23M |
JPST, VNQ, XT, RSP, VO
|
13F-HR |
2/8/2019, 12:51 PM |
Q3 2018 |
84 |
$151M |
+$36.5M |
-$29.6M |
+$6.95M |
JPST, VNQ, XT, RSP, BSV
|
13F-HR |
10/25/2018, 04:24 PM |
Q2 2018 |
82 |
$140M |
+$12.5M |
-$9.56M |
+$2.93M |
BSV, VNQ, XT, RSP, VO
|
13F-HR |
8/3/2018, 01:34 PM |
Q1 2018 |
82 |
$134M |
+$10.8M |
-$3.04M |
+$7.75M |
BSV, VNQ, XT, RSP, VO
|
13F-HR |
5/4/2018, 03:00 PM |
Q4 2017 |
85 |
$129M |
+$6.71M |
-$2.75M |
+$3.95M |
BSV, VNQ, XT, VO, RSP
|
13F-HR |
2/5/2018, 04:21 PM |
Q3 2017 |
81 |
$121M |
+$18.3M |
-$2.36M |
+$15.9M |
BSV, VNQ, VO, RSP, XT
|
13F-HR |
10/24/2017, 12:41 PM |
Q2 2017 |
72 |
$102M |
+$5.65M |
-$3.07M |
+$2.58M |
VNQ, BSV, VO, RSP, SPY
|
13F-HR |
7/31/2017, 04:07 PM |
Q1 2017 |
71 |
$98.3M |
+$10.2M |
-$3.73M |
+$6.51M |
VNQ, BSV, VO, RSP, SPY
|
13F-HR |
4/24/2017, 04:08 PM |
Q4 2016 |
71 |
$88.5M |
$0 |
$0 |
|
VNQ, BSV, VO, RSP, SPY
|
13F-HR |
1/24/2017, 06:07 PM |