| Q2 2024 |
68 |
$225M |
+$2.45M |
-$6.29M |
-$3.83M |
SCHB, JANW, KJAN, VTI, DFAT
|
13F-HR |
7/31/2024, 03:59 PM |
| Q1 2024 |
79 |
$226M |
+$7.87M |
-$3.34M |
+$4.53M |
SCHB, JANW, KJAN, VTI, DFAT
|
13F-HR |
4/30/2024, 09:57 AM |
| Q4 2023 |
69 |
$209M |
+$89.4M |
-$90.4M |
-$1.02M |
SCHB, JANW, KJAN, VTI, DFAT
|
13F-HR |
1/29/2024, 08:40 AM |
| Q3 2023 |
70 |
$191M |
+$54.1M |
-$47.7M |
+$6.45M |
SCHX, KJUL, PJUL, VTI, SCHF
|
13F-HR |
10/24/2023, 04:42 PM |
| Q2 2023 |
66 |
$190M |
+$16M |
-$7.19M |
+$8.78M |
PDEC, SCHX, PJAN, KJAN, SCHG
|
13F-HR |
7/18/2023, 12:14 PM |
| Q1 2023 |
63 |
$171M |
+$28.3M |
-$32M |
-$3.72M |
PDEC, SCHX, PJAN, VTI, SCHG
|
13F-HR |
4/20/2023, 12:53 PM |
| Q4 2022 |
66 |
$174M |
+$41.1M |
-$63.4M |
-$22.3M |
VTI, SCHX, BALT, SCHG, PJAN
|
13F-HR |
1/19/2023, 10:57 AM |
| Q3 2022 |
65 |
$178M |
+$18.8M |
-$17.8M |
+$941K |
SCHX, JANW, UJAN, VTI, SCHD
|
13F-HR |
10/20/2022, 04:19 PM |
| Q2 2022 |
65 |
$184M |
+$34M |
-$22.8M |
+$11.2M |
SCHX, JANW, VTI, VCSH, SCHG
|
13F-HR |
7/14/2022, 08:47 AM |
| Q1 2022 |
61 |
$192M |
+$29.9M |
-$6.8M |
+$23.1M |
PJAN, SCHX, KJAN, VTI, JANW
|
13F-HR |
5/9/2022, 03:01 PM |
| Q4 2021 |
61 |
$184M |
+$94.2M |
-$86M |
+$8.21M |
PJAN, KJAN, SCHX, VTI, VCSH
|
13F-HR |
1/19/2022, 11:17 AM |
| Q3 2021 |
52 |
$169M |
+$11.7M |
-$2.17M |
+$9.52M |
JULW, VTI, VTV, VCSH, KJUL
|
13F-HR |
11/9/2021, 11:52 AM |
| Q2 2021 |
48 |
$161M |
+$46.1M |
-$40M |
+$6.15M |
VTI, JULW, VTV, VCSH, KJUL
|
13F-HR |
7/22/2021, 12:57 PM |
| Q1 2021 |
41 |
$149M |
+$36.6M |
-$21.8M |
+$14.9M |
VTI, PJAN, VCSH, VGSH, VTV
|
13F-HR |
4/26/2021, 07:30 AM |
| Q4 2020 |
38 |
$130M |
$0 |
$0 |
|
VTI, VCSH, PJAN, VGSH, VTV
|
13F-HR |
4/26/2021, 07:26 AM |