Q3 2024 |
113 |
$154M |
+$4.5M |
-$4.83M |
-$332K |
IVV, IJH, QQQ, CALF, DFAE
|
13F-HR |
10/10/2024, 04:50 PM |
Q2 2024 |
120 |
$146M |
+$9.29M |
-$4.49M |
+$4.79M |
IVV, IJH, QQQ, CALF, DFAE
|
13F-HR |
7/12/2024, 10:51 AM |
Q1 2024 |
122 |
$143M |
+$23.9M |
-$2.28M |
+$21.6M |
IVV, IJH, QQQ, CALF, DFAE
|
13F-HR |
4/2/2024, 04:24 PM |
Q4 2023 |
118 |
$124M |
+$8.09M |
-$10.1M |
-$1.98M |
IVV, IJH, QQQ, CALF, DFAE
|
13F-HR |
1/10/2024, 10:59 AM |
Q3 2023 |
132 |
$114M |
+$8.44M |
-$11.8M |
-$3.35M |
IVV, QQQ, IJH, CALF, DFAE
|
13F-HR |
10/10/2023, 01:54 PM |
Q2 2023 |
124 |
$119M |
+$11M |
-$14.3M |
-$3.3M |
IVV, QQQ, IJH, AGG, CALF
|
13F-HR |
7/6/2023, 03:22 PM |
Q1 2023 |
128 |
$116M |
+$9.21M |
-$15.9M |
-$6.74M |
IVV, QQQ, AGG, IJH, IEMG
|
13F-HR |
4/5/2023, 03:51 PM |
Q4 2022 |
121 |
$115M |
+$30.3M |
-$12.5M |
+$17.9M |
IVV, AGG, IJH, QQQ, IEMG
|
13F-HR |
1/6/2023, 12:49 PM |
Q3 2022 |
118 |
$91.7M |
+$14.8M |
-$4.49M |
+$10.3M |
IVV, QQQ, IJH, IEMG, CALF
|
13F-HR |
10/7/2022, 11:06 AM |
Q2 2022 |
108 |
$86.2M |
+$19.4M |
-$5.38M |
+$14M |
IVV, QQQ, IEMG, IJH, GOVT
|
13F-HR |
7/11/2022, 04:18 PM |
Q1 2022 |
121 |
$85.1M |
+$8.34M |
-$15.3M |
-$7M |
IVV, IEMG, IJH, QQQ, GOVT
|
13F-HR |
4/12/2022, 01:29 PM |
Q4 2021 |
102 |
$98.8M |
+$5.11M |
-$13.3M |
-$8.2M |
IVV, QQQ, IJH, IEMG, IBB
|
13F-HR |
1/11/2022, 08:29 AM |
Q3 2021 |
105 |
$102M |
+$2.59M |
-$4.84M |
-$2.25M |
IVV, QQQ, IBB, IJH, GOVT
|
13F-HR |
10/12/2021, 02:09 PM |
Q2 2021 |
102 |
$107M |
+$8.63M |
-$7.87M |
+$760K |
IVV, QQQ, IBB, IJH, IEMG
|
13F-HR |
7/13/2021, 09:14 AM |
Q1 2021 |
97 |
$102M |
+$16.3M |
-$2.76M |
+$13.6M |
IVV, QQQ, IJH, IBB, IEMG
|
13F-HR |
4/27/2021, 10:17 AM |
Q4 2020 |
100 |
$86.3M |
+$13.1M |
-$1.34M |
+$11.8M |
IVV, QQQ, TLT, IBB, GOVT
|
13F-HR |
1/15/2021, 12:14 PM |
Q3 2020 |
91 |
$66.1M |
+$2.59M |
-$10.6M |
-$7.97M |
IVV, QQQ, GOVT, IJH, IBB
|
13F-HR |
10/15/2020, 01:04 PM |
Q2 2020 |
91 |
$70.4M |
+$2.09M |
-$6.94M |
-$4.85M |
IVV, IJH, QQQ, GOVT, IBB
|
13F-HR |
7/15/2020, 11:36 AM |
Q1 2020 |
99 |
$63.3M |
+$11.5M |
-$3.73M |
+$7.81M |
IVV, IJH, GOVT, QQQ, IJR
|
13F-HR |
4/16/2020, 10:28 AM |
Q4 2019 |
96 |
$68.2M |
+$4.34M |
-$1.44M |
+$2.9M |
IVV, IJH, GOVT, IJR, IEFA
|
13F-HR |
1/23/2020, 11:56 AM |
Q3 2019 |
98 |
$60.6M |
+$3.84M |
-$79M |
-$75.1M |
IVV, IJH, GOVT, IJR, IEFA
|
13F-HR |
10/24/2019, 12:37 PM |
Q2 2019 |
112 |
$136M |
+$8.12M |
-$5.03M |
+$3.09M |
IVV, VOO, GOVT, IJH, IBB
|
13F-HR |
7/26/2019, 11:43 AM |
Q1 2019 |
115 |
$130M |
+$958K |
-$3.93M |
-$2.97M |
IVV, VOO, JPST, IJH, IBB
|
13F-HR |
4/22/2019, 04:03 PM |
Q4 2018 |
112 |
$120M |
+$38.5M |
-$9.14M |
+$29.4M |
IVV, VOO, JPST, IBB, IJH
|
13F-HR |
1/23/2019, 12:22 PM |
Q3 2018 |
97 |
$106M |
+$1.68M |
-$22.6M |
-$20.9M |
IVV, VOO, IBB, IJH, INDA
|
13F-HR |
10/24/2018, 05:09 PM |
Q2 2018 |
96 |
$121M |
+$3.02M |
-$6.64M |
-$3.62M |
IVV, VOO, IEFA, IBB, IJH
|
13F-HR |
7/6/2018, 01:13 PM |
Q1 2018 |
98 |
$122M |
+$25.9M |
-$16.7M |
+$9.24M |
IVV, VOO, IEFA, IBB, IJH
|
13F-HR |
4/30/2018, 11:29 AM |
Q4 2017 |
119 |
$114M |
$0 |
$0 |
|
IVV, IEFA, IBB, IJH, INDA
|
13F-HR |
4/27/2018, 10:59 AM |