| Q4 2021 |
38 |
$133M |
$0 |
$0 |
|
VTV, VEA, VUG, VEU, IEFA
|
13F-HR |
3/24/2022, 01:39 PM |
| Q3 2021 |
38 |
$133M |
+$9.39M |
-$3.65M |
+$5.74M |
VTV, VEA, VUG, VEU, IEFA
|
13F-HR |
11/17/2021, 02:07 PM |
| Q2 2021 |
36 |
$129M |
+$9.23M |
-$7.3M |
+$1.93M |
VTV, VEA, VWO, VEU, VUG
|
13F-HR |
8/17/2021, 01:50 PM |
| Q1 2021 |
35 |
$124M |
+$11.1M |
-$14.6M |
-$3.56M |
VTV, VEA, VWO, VEU, IXUS
|
13F-HR |
5/11/2021, 07:34 PM |
| Q3 2020 |
35 |
$115M |
+$10M |
-$4.5M |
+$5.53M |
AGG, SCHK, VEA, IUSB, IVV
|
13F-HR |
10/29/2020, 10:11 AM |
| Q2 2020 |
31 |
$103M |
+$30.2M |
-$3.51M |
+$26.7M |
VUG, VOO, IUSB, VTI, VEA
|
13F-HR |
8/11/2020, 05:07 PM |
| Q1 2020 |
26 |
$70.9M |
+$13.2M |
-$41M |
-$27.9M |
IUSB, SPAB, BND, IVV, VEA
|
13F-HR |
5/1/2020, 12:18 PM |
| Q4 2019 |
26 |
$107M |
+$6.37M |
-$5.87M |
+$500K |
VTI, VWO, VTV, VOO, IVV
|
13F-HR |
2/13/2020, 02:08 PM |
| Q3 2019 |
26 |
$102M |
+$5.24M |
-$13.1M |
-$7.83M |
VTI, VTV, IVV, BND, AGG
|
13F-HR |
10/30/2019, 10:26 AM |
| Q2 2019 |
27 |
$109M |
+$17.2M |
-$13.1M |
+$4.09M |
AGG, VTI, IVV, VOO, BND
|
13F-HR |
8/2/2019, 12:24 PM |
| Q1 2019 |
31 |
$103M |
+$8.45M |
-$8.82M |
-$369K |
VTI, IVV, VOO, OPER, VWO
|
13F-HR |
5/8/2019, 01:40 PM |
| Q4 2018 |
31 |
$82.9M |
$0 |
-$13.4M |
-$13.4M |
OPER, VTI, IVV, VOO, AGG
|
13F-HR |
1/28/2019, 02:20 PM |
| Q3 2018 |
33 |
$111M |
+$7.63M |
-$5.15M |
+$2.48M |
OPER, VUG, VTI, IVV, VOO
|
13F-HR |
10/29/2018, 01:47 PM |
| Q2 2018 |
32 |
$105M |
+$9.82M |
-$15.6M |
-$5.74M |
VUG, IEFA, VOO, IVV, INTF
|
13F-HR |
7/30/2018, 03:03 PM |
| Q1 2018 |
35 |
$111M |
+$9.11M |
-$7.56M |
+$1.55M |
VUG, IEFA, VWO, INTF, VEU
|
13F-HR |
5/14/2018, 10:47 AM |
| Q4 2017 |
32 |
$112M |
$0 |
$0 |
|
IEFA, VTI, VWO, IVV, VOO
|
13F-HR |
3/12/2018, 02:22 PM |