Q2 2024 |
1,113 |
$1.96B |
+$213M |
-$186M |
+$27.3M |
XOM, BND, VOO, QUAL, IEF
|
13F-HR |
7/31/2024, 02:18 PM |
Q1 2024 |
1,072 |
$1.94B |
+$194M |
-$135M |
+$58.9M |
XOM, VOO, BND, QUAL, IQLT
|
13F-HR |
4/25/2024, 12:36 PM |
Q4 2023 |
1,060 |
$1.77B |
+$214M |
-$175M |
+$39.4M |
XOM, BND, VOO, QUAL, IQLT
|
13F-HR |
2/6/2024, 07:14 PM |
Q3 2023 |
1,070 |
$1.62B |
+$145M |
-$66.7M |
+$78.4M |
XOM, BND, VOO, IQLT, VXUS
|
13F-HR |
10/30/2023, 03:12 PM |
Q2 2023 |
1,044 |
$1.58B |
+$133M |
-$83.2M |
+$49.6M |
XOM, VOO, BND, IQLT, VXUS
|
13F-HR |
7/28/2023, 09:02 PM |
Q1 2023 |
1,108 |
$1.5B |
+$132M |
-$109M |
+$23M |
XOM, VOO, BND, VXUS, SCHD
|
13F-HR |
4/21/2023, 04:13 PM |
Q4 2022 |
1,004 |
$1.44B |
+$180M |
-$66.8M |
+$114M |
XOM, VOO, BND, VXUS, FLQL
|
13F-HR |
2/6/2023, 05:17 PM |
Q3 2022 |
978 |
$1.2B |
+$199M |
-$64.1M |
+$135M |
XOM, VOO, BND, FIXD, VXUS
|
13F-HR |
11/3/2022, 12:40 PM |
Q2 2022 |
843 |
$1.14B |
+$179M |
-$75.3M |
+$104M |
XOM, VOO, FIXD, VXUS, BND
|
13F-HR |
7/21/2022, 06:06 PM |
Q1 2022 |
737 |
$1.17B |
+$181M |
-$94.6M |
+$86.4M |
XOM, VOO, FLQL, FIXD, VXUS
|
13F-HR |
4/21/2022, 06:04 PM |
Q4 2021 |
722 |
$1.11B |
+$118M |
-$39.1M |
+$79.3M |
XOM, VOO, FLQL, FIXD, VXUS
|
13F-HR |
1/18/2022, 06:42 PM |
Q3 2021 |
693 |
$982M |
+$138M |
-$52.7M |
+$85.6M |
XOM, VOO, FIXD, VXUS, VGK
|
13F-HR |
10/15/2021, 03:58 PM |
Q2 2021 |
652 |
$915M |
+$213M |
-$56.7M |
+$156M |
XOM, VOO, FIXD, VXUS, VGK
|
13F-HR |
8/6/2021, 01:51 PM |
Q1 2021 |
604 |
$718M |
+$263M |
-$115M |
+$149M |
XOM, VOO, VOE, VXUS, FIXD
|
13F-HR |
4/15/2021, 09:43 PM |
Q4 2020 |
449 |
$539M |
+$96.7M |
-$47.9M |
+$48.7M |
VOO, XOM, ICSH, FLQL, FIXD
|
13F-HR |
1/14/2021, 03:23 PM |
Q3 2020 |
429 |
$451M |
+$68.5M |
-$52.9M |
+$15.7M |
ICSH, VOO, FIXD, BND, XOM
|
13F-HR |
10/6/2020, 02:46 PM |
Q2 2020 |
442 |
$425M |
+$63.2M |
-$52.2M |
+$11M |
ICSH, VOO, ACWV, XOM, BND
|
13F-HR |
7/8/2020, 05:08 PM |
Q1 2020 |
416 |
$367M |
+$187M |
-$71.8M |
+$115M |
ACWV, VOO, FIXD, BND, XOM
|
13F-HR |
4/17/2020, 06:37 PM |
Q4 2019 |
386 |
$311M |
+$120M |
-$18.1M |
+$102M |
IDLV, XOM, FIXD, BND, VOO
|
13F-HR |
2/7/2020, 06:48 PM |
Q3 2019 |
356 |
$203M |
+$53M |
-$25.4M |
+$27.6M |
IDLV, XOM, VOO, SPLV, LMT
|
Restatement |
11/6/2019, 11:58 AM |
Q2 2019 |
333 |
$165M |
+$24.8M |
-$69M |
-$44.1M |
XOM, VOO, HFXI, VZ, LMT
|
13F-HR |
7/11/2019, 12:07 PM |
Q1 2019 |
342 |
$207M |
+$42.1M |
-$57.5M |
-$15.4M |
VOO, XOM, SCHE, JPST, GLD
|
13F-HR |
4/8/2019, 05:18 PM |
Q4 2018 |
341 |
$200M |
+$45.2M |
-$7.77M |
+$37.4M |
ACWI, VOO, XOM, CWB, SCHE
|
13F-HR |
1/15/2019, 11:10 AM |
Q3 2018 |
327 |
$173M |
+$10.2M |
-$10.1M |
+$158K |
XOM, VOO, ACWI, CWB, CSCO
|
13F-HR |
10/16/2018, 04:39 PM |
Q2 2018 |
339 |
$164M |
+$15.7M |
-$28.2M |
-$12.6M |
XOM, VOO, ACWI, CWB, CSCO
|
13F-HR |
7/13/2018, 11:52 AM |
Q1 2018 |
347 |
$173M |
+$40.7M |
-$20.8M |
+$19.9M |
VOO, ACWI, XOM, SCHM, CWB
|
13F-HR |
4/12/2018, 06:40 PM |
Q4 2017 |
339 |
$156M |
+$25.8M |
-$8.47M |
+$17.3M |
ACWI, VOO, CWB, SCHM, XOM
|
13F-HR |
1/10/2018, 05:42 PM |
Q3 2017 |
329 |
$135M |
+$15.8M |
-$42.9M |
-$27.1M |
ACWI, VOO, CWB, SCHM, VWO
|
13F-HR |
10/11/2017, 06:07 PM |
Q2 2017 |
62 |
$156M |
+$39.9M |
-$36.9M |
+$3.05M |
ACWI, IHI, VOO, CWB, QQQ
|
13F-HR |
9/19/2017, 05:15 PM |
Q1 2017 |
62 |
$150M |
+$37.8M |
-$33.6M |
+$4.24M |
ACWI, VWO, PEY, AMLP, IHI
|
13F-HR |
9/19/2017, 05:07 PM |
Q4 2016 |
65 |
$148M |
$0 |
$0 |
|
ACWI, AMLP, PEY, IHE, IJR
|
13F-HR |
8/30/2017, 05:33 PM |