Q3 2024 |
97 |
$236M |
+$33.1M |
-$28.1M |
+$5.03M |
AGG, FLRN, VTI, MINT, VCLT
|
13F-HR |
11/12/2024, 12:39 PM |
Q2 2024 |
93 |
$222M |
+$8.02M |
-$15.9M |
-$7.85M |
AGG, FLRN, MINT, VCLT, VCSH
|
13F-HR |
8/1/2024, 03:27 PM |
Q1 2024 |
102 |
$231M |
+$26.6M |
-$9.06M |
+$17.6M |
AGG, FLRN, MINT, VCLT, VCSH
|
13F-HR |
5/10/2024, 07:18 PM |
Q4 2023 |
96 |
$203M |
+$12.6M |
-$2.14M |
+$10.4M |
FLRN, MINT, AGG, VCSH, VCLT
|
13F-HR |
2/7/2024, 05:29 PM |
Q3 2023 |
88 |
$179M |
+$12.6M |
-$8.38M |
+$4.18M |
FLRN, MINT, VCSH, AGG, VCLT
|
13F-HR |
10/25/2023, 06:37 PM |
Q2 2023 |
89 |
$182M |
+$26.6M |
-$22.3M |
+$4.3M |
AGG, FLRN, MINT, VCSH, VCLT
|
13F-HR |
8/9/2023, 04:21 PM |
Q1 2023 |
89 |
$174M |
+$11.5M |
-$13.6M |
-$2.15M |
VCSH, AGG, MINT, VCLT, FLRN
|
13F-HR |
4/19/2023, 07:18 PM |
Q4 2022 |
93 |
$170M |
+$7.08M |
-$11M |
-$3.91M |
VCSH, AGG, VCLT, MINT, ISTB
|
13F-HR |
2/13/2023, 04:54 PM |
Q3 2022 |
139 |
$164M |
+$3.48M |
-$7.26M |
-$3.78M |
VCSH, AGG, VCLT, MINT, ISTB
|
13F-HR |
10/26/2022, 08:13 PM |
Q2 2022 |
89 |
$178M |
+$2.66M |
-$5.23M |
-$2.56M |
AGG, VCSH, VCLT, MINT, ISTB
|
13F-HR |
7/21/2022, 08:45 PM |
Q1 2022 |
92 |
$209M |
+$6.17M |
-$2.31M |
+$3.86M |
AGG, VCSH, VCLT, XLK, MINT
|
13F-HR |
4/20/2022, 07:28 PM |
Q4 2021 |
87 |
$222M |
+$12.6M |
-$14.1M |
-$1.5M |
AGG, VCLT, VCSH, XLK, ISTB
|
13F-HR |
1/31/2022, 05:53 PM |
Q3 2021 |
82 |
$212M |
+$5.93M |
-$3.15M |
+$2.78M |
AGG, VCSH, VCLT, ISTB, XLK
|
13F-HR |
11/12/2021, 01:05 PM |
Q2 2021 |
81 |
$212M |
+$7.26M |
-$6.53M |
+$728K |
AGG, VCSH, VCLT, MINT, XLK
|
13F-HR |
7/20/2021, 04:51 PM |
Q1 2021 |
81 |
$203M |
+$34.1M |
-$32.8M |
+$1.25M |
AGG, VCSH, VCLT, MINT, FLRN
|
13F-HR |
5/5/2021, 05:30 PM |
Q4 2020 |
86 |
$198M |
+$95.7M |
-$7.01M |
+$88.7M |
VCLT, AGG, MINT, VCSH, FLRN
|
13F-HR |
2/11/2021, 01:33 PM |
Q3 2020 |
79 |
$102M |
+$36.6M |
-$64.3M |
-$27.6M |
AGG, MINT, VCLT, ISTB, FLRN
|
13F-HR |
11/13/2020, 04:09 PM |
Q2 2020 |
65 |
$126M |
+$23.4M |
-$12.8M |
+$10.6M |
MINT, FLRN, AGG, ISTB, XLP
|
13F-HR |
8/5/2020, 03:17 PM |
Q1 2020 |
62 |
$104M |
+$5.44M |
-$54.8M |
-$49.4M |
MINT, FLRN, ADBE, XLP, DOG
|
13F-HR |
5/14/2020, 04:54 PM |
Q4 2019 |
74 |
$172M |
+$13.8M |
-$6.08M |
+$7.75M |
VCLT, SPLB, MINT, FLRN, AGG
|
13F-HR |
2/11/2020, 02:21 PM |
Q3 2019 |
76 |
$158M |
+$39.8M |
-$20.6M |
+$19.2M |
MINT, FLRN, VCLT, AGG, XLP
|
13F-HR |
11/5/2019, 02:03 PM |
Q2 2019 |
73 |
$137M |
+$9.18M |
-$4.71M |
+$4.47M |
VCLT, AMZN, FLRN, MINT, ADBE
|
13F-HR |
7/31/2019, 12:33 PM |
Q1 2019 |
70 |
$129M |
+$3.44M |
-$12.9M |
-$9.48M |
VCLT, AMZN, AGG, ADBE, UNH
|
13F-HR |
5/6/2019, 06:23 PM |
Q4 2018 |
73 |
$126M |
+$13.6M |
-$1.88M |
+$11.7M |
VCLT, AMZN, AGG, ADBE, UNH
|
13F-HR |
2/12/2019, 02:29 PM |
Q3 2018 |
67 |
$131M |
+$10.8M |
-$14M |
-$3.18M |
AMZN, VCLT, AGG, ADBE, UNH
|
13F-HR |
10/25/2018, 04:11 PM |
Q2 2018 |
71 |
$128M |
+$7.16M |
-$2.66M |
+$4.5M |
VCLT, AMZN, AGG, ADBE, AAPL
|
13F-HR |
7/30/2018, 06:47 PM |
Q1 2018 |
67 |
$121M |
+$16.2M |
-$7.13M |
+$9.11M |
VCLT, AGG, AMZN, EEM, AAPL
|
13F-HR |
5/8/2018, 04:40 PM |
Q4 2017 |
67 |
$111M |
+$5.43M |
-$15.7M |
-$10.2M |
VCLT, AGG, XLU, AMZN, AAPL
|
13F-HR |
1/25/2018, 04:32 PM |
Q3 2017 |
78 |
$117M |
+$24.4M |
-$12.5M |
+$11.9M |
VCLT, AGG, VGIT, XLU, AAPL
|
13F-HR |
11/6/2017, 02:19 PM |
Q2 2017 |
72 |
$102M |
$0 |
$0 |
|
VCLT, AGG, VGIT, AAPL, ISTB
|
13F-HR |
8/8/2017, 06:42 PM |