Q3 2024 |
234 |
$527M |
+$14.2M |
-$9.18M |
+$5M |
VTI, VEA, AGG, VWO, VOO
|
13F-HR |
10/24/2024, 10:33 AM |
Q2 2024 |
225 |
$491M |
+$22.9M |
-$16.4M |
+$6.52M |
VTI, VEA, AGG, VWO, VOO
|
13F-HR |
7/9/2024, 11:39 AM |
Q1 2024 |
230 |
$484M |
+$64.2M |
-$12.8M |
+$51.3M |
VTI, VEA, AGG, VWO, VOO
|
13F-HR |
4/17/2024, 03:29 PM |
Q4 2023 |
190 |
$414M |
+$14.8M |
-$20.3M |
-$5.47M |
VTI, VEA, AGG, VWO, VOO
|
13F-HR |
1/12/2024, 09:50 AM |
Q3 2023 |
189 |
$382M |
+$15M |
-$12.3M |
+$2.68M |
VTI, VEA, AGG, VWO, VOO
|
13F-HR |
10/11/2023, 10:24 AM |
Q2 2023 |
196 |
$395M |
+$27M |
-$23.7M |
+$3.3M |
VTI, VEA, AGG, VWO, VOO
|
13F-HR |
7/12/2023, 10:48 AM |
Q1 2023 |
189 |
$378M |
+$26.8M |
-$21.8M |
+$4.98M |
VTI, VEA, AGG, VWO, VOO
|
13F-HR |
4/25/2023, 10:08 AM |
Q4 2022 |
187 |
$360M |
+$71.8M |
-$9.11M |
+$62.7M |
VTI, VEA, AGG, VWO, VOO
|
13F-HR |
1/27/2023, 10:36 AM |
Q3 2022 |
162 |
$272M |
+$12.9M |
-$20.5M |
-$7.62M |
VEA, AGG, VWO, VOO, IJR
|
13F-HR |
10/28/2022, 10:41 AM |
Q2 2022 |
498 |
$307M |
+$41.3M |
-$16.2M |
+$25.2M |
VEA, AGG, VWO, VOO, IJR
|
13F-HR |
7/22/2022, 11:31 AM |
Q1 2022 |
516 |
$325M |
+$110M |
-$14.3M |
+$96.2M |
VEA, AGG, VWO, VOOV, IJR
|
13F-HR |
4/29/2022, 11:43 AM |
Q4 2021 |
511 |
$238M |
+$18.2M |
-$13.5M |
+$4.7M |
VOOV, MSFT, VTI, CATH, IJR
|
13F-HR |
2/1/2022, 04:10 PM |
Q3 2021 |
425 |
$219M |
+$17.3M |
-$3.03M |
+$14.3M |
VOOV, MSFT, VTI, CATH, VIOV
|
13F-HR |
10/18/2021, 05:05 PM |
Q2 2021 |
410 |
$207M |
+$13.9M |
-$18M |
-$4.08M |
VOOV, MSFT, VTI, VIOV, CM
|
13F-HR |
8/10/2021, 09:52 AM |
Q1 2021 |
411 |
$199M |
+$37.4M |
-$7.27M |
+$30.1M |
VOOV, MSFT, VIOV, IJR, VTI
|
13F-HR |
4/14/2021, 11:19 AM |
Q4 2020 |
400 |
$158M |
+$13.2M |
-$22.7M |
-$9.45M |
VOOV, MSFT, XEL, DAKT, ABBV
|
13F-HR |
1/27/2021, 02:55 PM |
Q3 2020 |
396 |
$151M |
+$21.1M |
-$7.96M |
+$13.2M |
VOOV, MSFT, DAKT, T, VZ
|
13F-HR |
10/26/2020, 02:55 PM |
Q2 2020 |
390 |
$133M |
+$17.3M |
-$11.8M |
+$5.53M |
DAKT, MSFT, T, ABBV, VOOV
|
13F-HR |
8/5/2020, 05:15 PM |
Q1 2020 |
415 |
$111M |
+$13.6M |
-$10M |
+$3.58M |
DAKT, T, VZ, GILD, MSFT
|
13F-HR |
4/14/2020, 10:59 AM |
Q4 2019 |
400 |
$137M |
+$7.57M |
-$8.65M |
-$1.08M |
DAKT, T, ABBV, MSFT, VZ
|
13F-HR |
1/31/2020, 10:08 AM |
Q3 2019 |
388 |
$133M |
+$14M |
-$10.9M |
+$3.1M |
DAKT, T, MSFT, BP, CVX
|
13F-HR |
10/17/2019, 10:02 AM |
Q2 2019 |
491 |
$125M |
+$9.13M |
-$13.7M |
-$4.57M |
DAKT, T, MSFT, CVX, VZ
|
13F-HR |
7/26/2019, 11:44 AM |
Q1 2019 |
275 |
$128M |
+$8.22M |
-$11.6M |
-$3.42M |
DAKT, T, CCI, VZ, PM
|
13F-HR |
4/15/2019, 10:44 AM |
Q4 2018 |
267 |
$118M |
+$9.24M |
-$7.99M |
+$1.24M |
DAKT, VZ, T, KO, CCI
|
13F-HR |
1/28/2019, 04:23 PM |
Q3 2018 |
258 |
$133M |
+$3.03M |
-$5.49M |
-$2.47M |
DAKT, VZ, T, KO, CVX
|
13F-HR |
10/10/2018, 10:42 AM |
Q2 2018 |
255 |
$130M |
+$9.08M |
-$6.02M |
+$3.06M |
DAKT, VZ, T, OXY, CVX
|
13F-HR |
7/31/2018, 10:08 AM |
Q1 2018 |
251 |
$125M |
+$7.25M |
-$5.72M |
+$1.54M |
DAKT, T, VZ, KO, BCE
|
13F-HR |
4/20/2018, 09:56 AM |
Q4 2017 |
270 |
$127M |
+$7.47M |
-$6.39M |
+$1.08M |
DAKT, T, VZ, VOD, BCE
|
13F-HR |
1/18/2018, 10:34 AM |
Q3 2017 |
270 |
$123M |
+$6.14M |
-$5.86M |
+$275K |
DAKT, ABBV, T, VZ, VOD
|
13F-HR |
10/25/2017, 09:57 AM |
Q2 2017 |
247 |
$118M |
+$10.3M |
-$11.4M |
-$1.12M |
DAKT, T, ABBV, PM, VOD
|
13F-HR |
7/31/2017, 05:28 PM |
Q1 2017 |
248 |
$116M |
+$8.43M |
-$5.68M |
+$2.75M |
DAKT, T, PM, VZ, MCD
|
13F-HR |
4/27/2017, 11:10 AM |
Q4 2016 |
260 |
$110M |
$0 |
$0 |
|
DAKT, T, VZ, MCD, MO
|
13F-HR |
1/19/2017, 10:56 AM |