Q3 2024 |
79 |
$233M |
+$18.4M |
-$34.9M |
-$16.5M |
VTI, GLD, SGOV, IEFA, VEA
|
13F-HR |
11/6/2024, 10:53 AM |
Q2 2024 |
78 |
$236M |
+$30.6M |
-$10.7M |
+$19.9M |
VTI, SGOV, GLD, IEFA, VEA
|
13F-HR |
8/14/2024, 09:17 AM |
Q1 2024 |
74 |
$213M |
+$38.9M |
-$34.1M |
+$4.88M |
VTI, SGOV, GLD, IEFA, VEA
|
13F-HR |
4/30/2024, 10:13 AM |
Q4 2023 |
64 |
$195M |
+$54.9M |
-$36.1M |
+$18.8M |
VTI, SGOV, SPY, IEFA, GLD
|
13F-HR |
2/5/2024, 12:49 PM |
Q3 2023 |
65 |
$161M |
+$38.5M |
-$19.7M |
+$18.8M |
VTI, IEFA, XME, GLD, VWO
|
13F-HR |
11/1/2023, 09:49 AM |
Q2 2023 |
65 |
$147M |
+$31.5M |
-$22.8M |
+$8.71M |
VTI, IEFA, VWO, SGOV, IAU
|
13F-HR |
7/31/2023, 09:23 AM |
Q1 2023 |
65 |
$130M |
+$23.9M |
-$25.3M |
-$1.39M |
VTI, IEFA, IAU, GLD, AMD
|
13F-HR |
5/11/2023, 02:47 PM |
Q4 2022 |
70 |
$124M |
+$25.2M |
-$31.8M |
-$6.56M |
VTI, IEFA, XLP, IAU, VWO
|
13F-HR |
1/31/2023, 10:29 AM |
Q3 2022 |
61 |
$122M |
+$16M |
-$22.1M |
-$6.06M |
VTI, SGOV, VEA, GLD, XLP
|
13F-HR |
10/27/2022, 05:15 PM |
Q2 2022 |
64 |
$136M |
+$43.1M |
-$36.6M |
+$6.59M |
VTI, SGOV, IEFA, GLD, SCHB
|
13F-HR |
7/22/2022, 09:43 AM |
Q1 2022 |
69 |
$151M |
+$8.98M |
-$17.9M |
-$8.9M |
VTI, VEA, GLD, SHY, DBA
|
13F-HR |
5/6/2022, 10:32 AM |
Q4 2021 |
75 |
$164M |
+$32.6M |
-$23.7M |
+$8.89M |
VTI, VEA, GLD, AAPL, DBA
|
13F-HR |
2/3/2022, 06:28 PM |
Q3 2021 |
69 |
$145M |
+$20.6M |
-$30.4M |
-$9.77M |
VTI, VEA, GLD, VWO, AMD
|
13F-HR |
11/3/2021, 01:53 PM |
Q2 2021 |
67 |
$156M |
+$19.8M |
-$4.36M |
+$15.5M |
VTI, VEA, TAIL, IVOL, VWO
|
13F-HR |
8/3/2021, 08:34 AM |
Q1 2021 |
66 |
$135M |
+$56.2M |
-$33.1M |
+$23.1M |
VTI, VEA, TAIL, IVOL, GLD
|
13F-HR |
5/12/2021, 08:09 AM |
Q4 2020 |
72 |
$110M |
+$11.3M |
-$12M |
-$677K |
VTI, TLT, TIP, GLD, SHY
|
13F-HR |
2/8/2021, 08:17 AM |
Q3 2020 |
71 |
$105M |
+$4.69M |
-$2.52M |
+$2.16M |
TLT, VTI, TAIL, GLD, SHY
|
13F-HR |
10/28/2020, 08:52 AM |
Q2 2020 |
70 |
$102M |
+$13.1M |
-$19.7M |
-$6.61M |
TLT, VTI, TAIL, GLD, SHY
|
13F-HR |
8/4/2020, 08:21 AM |
Q1 2020 |
74 |
$96.1M |
+$5.51M |
-$95.1M |
-$89.6M |
VTI, TLT, SHY, GLD, AAPL
|
13F-HR |
5/5/2020, 04:14 PM |
Q4 2019 |
93 |
$218M |
+$75.2M |
-$2.96M |
+$72.2M |
VTI, VEA, VWO, TLT, SCHB
|
Restatement |
2/4/2020, 06:49 PM |
Q3 2019 |
88 |
$137M |
+$5.66M |
-$67.6M |
-$62M |
VTI, VEA, TLT, SCHB, VWO
|
13F-HR |
11/12/2019, 09:48 AM |
Q2 2019 |
94 |
$198M |
+$2.65M |
-$12.7M |
-$10.1M |
VTI, VEA, VWO, TLT, IEFA
|
13F-HR |
8/7/2019, 04:24 PM |
Q1 2019 |
583 |
$203M |
+$7.66M |
-$10M |
-$2.38M |
VTI, VEA, VWO, TLT, IEFA
|
13F-HR |
5/14/2019, 07:32 PM |
Q4 2018 |
558 |
$185M |
+$30.7M |
-$37.6M |
-$6.95M |
VTI, VEA, VWO, TLT, IEFA
|
13F-HR |
2/25/2019, 05:58 PM |
Q3 2018 |
573 |
$218M |
+$3.51M |
-$5.61M |
-$2.1M |
VTI, VEA, VWO, IEFA, TIP
|
13F-HR |
11/14/2018, 07:39 AM |
Q2 2018 |
561 |
$214M |
+$9.89M |
-$12.2M |
-$2.3M |
VTI, VEA, VWO, IEFA, TIP
|
13F-HR |
8/10/2018, 12:46 PM |
Q1 2018 |
600 |
$218M |
+$13.8M |
-$11.5M |
+$2.26M |
VEA, VTI, VWO, TIP, IEFA
|
13F-HR |
5/11/2018, 03:41 PM |
Q4 2017 |
601 |
$218M |
+$12.3M |
-$8.37M |
+$3.88M |
VEA, VTI, VWO, TIP, IEFA
|
13F-HR |
2/2/2018, 03:48 PM |
Q3 2017 |
624 |
$206M |
+$5.27M |
-$16M |
-$10.8M |
VEA, VTI, VWO, TIP, IEFA
|
13F-HR |
11/13/2017, 05:54 PM |
Q2 2017 |
704 |
$209M |
+$7.92M |
-$10.5M |
-$2.56M |
VTI, VEA, VWO, TIP, IEFA
|
13F-HR |
8/10/2017, 02:42 PM |
Q1 2017 |
718 |
$206M |
+$14M |
-$19.8M |
-$5.8M |
VTI, VEA, VWO, TIP, IEFA
|
Restatement |
5/15/2017, 09:41 AM |
Q4 2016 |
742 |
$202M |
$0 |
$0 |
|
VTI, VEA, VWO, TIP, QAI
|
13F-HR |
4/3/2017, 12:33 PM |