Q4 2021 |
181 |
$329M |
+$33.4M |
-$19.5M |
+$13.9M |
SPLG, SCHD, LMBS, VOO, TMFC
|
13F-HR |
2/17/2022, 01:11 PM |
Q3 2021 |
169 |
$292M |
+$23.8M |
-$11.5M |
+$12.3M |
SPLG, SCHD, LMBS, VOO, TMFC
|
13F-HR |
11/12/2021, 12:16 PM |
Q2 2021 |
162 |
$288M |
+$27M |
-$11.8M |
+$15.2M |
SPLG, SCHD, LMBS, VOO, SPHB
|
13F-HR |
8/13/2021, 04:35 PM |
Q1 2021 |
152 |
$255M |
+$35.4M |
-$36.1M |
-$713K |
SPLG, SCHD, LMBS, VOO, SPHB
|
13F-HR |
5/14/2021, 03:01 PM |
Q4 2020 |
143 |
$245M |
+$9.48M |
-$1.02M |
+$8.47M |
SPLG, SCHD, SPTS, VGIT, VOO
|
13F-HR |
2/16/2021, 12:12 PM |
Q3 2020 |
137 |
$11.9M |
$0 |
$0 |
|
DIS, LOW, GOOGL, PG, NKE
|
13F-HR |
11/3/2020, 08:01 PM |
Q2 2020 |
120 |
$181M |
+$22.8M |
-$14.4M |
+$8.37M |
SPLG, VOO, SCHD, SPTS, VGIT
|
13F-HR |
8/14/2020, 05:20 PM |
Q1 2020 |
111 |
$150M |
+$35.1M |
-$22.2M |
+$12.9M |
SPLG, VOO, SCHD, SPTS, VGIT
|
13F-HR |
5/13/2020, 03:31 PM |
Q4 2019 |
134 |
$162M |
+$7.5M |
-$82.4M |
-$75M |
VOO, SPLG, BRKB, AAPL, IJH
|
13F-HR |
2/10/2020, 01:20 PM |
Q3 2019 |
150 |
$220M |
+$74.2M |
-$8.18M |
+$66.1M |
VOO, SPLG, VGSH, BRKB, BND
|
13F-HR |
11/14/2019, 04:17 PM |
Q2 2019 |
189 |
$145M |
+$19.3M |
-$8.53M |
+$10.7M |
VOO, SPLG, AAPL, VGSH, BND
|
13F-HR |
8/12/2019, 03:39 PM |
Q1 2019 |
137 |
$140M |
+$18.9M |
-$12.6M |
+$6.29M |
VOO, BRKB, SPLG, AAPL, VGSH
|
13F-HR |
5/8/2019, 03:19 PM |
Q4 2018 |
135 |
$120M |
+$11.2M |
-$12.3M |
-$1.08M |
VOO, BRKB, VGSH, IJH, VTV
|
13F-HR |
2/4/2019, 02:42 PM |
Q3 2018 |
143 |
$133M |
+$11.4M |
-$21.9M |
-$10.4M |
VOO, BRKB, IJH, BND, VB
|
13F-HR |
11/13/2018, 09:33 AM |
Q2 2018 |
489 |
$141M |
+$16M |
-$11.6M |
+$4.48M |
VOO, BRKB, BND, IJH, VB
|
13F-HR |
8/7/2018, 11:40 AM |
Q1 2018 |
492 |
$134M |
+$14.9M |
-$9.21M |
+$5.65M |
BRKB, VOO, VB, BND, VO
|
13F-HR |
5/14/2018, 02:10 PM |
Q4 2017 |
461 |
$131M |
+$8.42M |
-$5.82M |
+$2.61M |
BRKB, VOO, VB, BND, VO
|
13F-HR |
2/1/2018, 02:57 PM |
Q3 2017 |
469 |
$122M |
+$9.1M |
-$10.9M |
-$1.8M |
BRKB, VOO, VB, BND, AAPL
|
13F-HR |
11/13/2017, 04:55 PM |
Q2 2017 |
471 |
$119M |
+$10.7M |
-$20.9M |
-$10.2M |
BRKB, VOO, VB, BND, VO
|
13F-HR |
8/14/2017, 05:14 PM |
Q1 2017 |
413 |
$127M |
+$6.06M |
-$10.6M |
-$4.55M |
BRKB, VOO, VB, BND, VO
|
13F-HR |
5/15/2017, 09:37 AM |
Q4 2016 |
412 |
$108M |
$0 |
$0 |
|
BRKB, VOO, VB, BND, AAPL
|
13F-HR |
5/15/2017, 09:36 AM |