Q3 2024 |
122 |
$330M |
+$21.9M |
-$39.6M |
-$17.7M |
RSP, VRIG, VMBS, BND, VOO
|
13F-HR |
11/6/2024, 03:57 PM |
Q2 2024 |
127 |
$326M |
+$15.9M |
-$40.9M |
-$25M |
RSP, VMBS, VRIG, VOO, BND
|
13F-HR |
8/9/2024, 12:32 PM |
Q1 2024 |
132 |
$354M |
+$10.3M |
-$20.1M |
-$9.77M |
RSP, VMBS, VRIG, VOO, VGSH
|
13F-HR |
5/14/2024, 06:03 PM |
Q4 2023 |
140 |
$169M |
+$45.1M |
-$7.73M |
+$37.4M |
PG, VGSH, IGSB, WMT, BILS
|
13F-HR |
2/12/2024, 05:20 PM |
Q3 2023 |
124 |
$304M |
+$25.3M |
-$43.1M |
-$17.9M |
VMBS, VRIG, VTIP, VGSH, RSP
|
13F-HR |
11/9/2023, 01:07 PM |
Q2 2023 |
137 |
$352M |
+$4.04M |
-$45.5M |
-$41.4M |
VTIP, VRIG, IGSB, VGSH, VMBS
|
13F-HR |
8/8/2023, 10:58 AM |
Q1 2023 |
130 |
$388M |
+$15.8M |
-$17.2M |
-$1.4M |
VTIP, VGSH, IGSB, VRIG, VMBS
|
13F-HR |
5/4/2023, 01:20 PM |
Q4 2022 |
134 |
$384M |
+$31.9M |
-$20.5M |
+$11.4M |
VTIP, IGSB, VGSH, VRIG, RSP
|
13F-HR |
2/8/2023, 03:27 PM |
Q3 2022 |
135 |
$354M |
+$32M |
-$60.8M |
-$28.8M |
VTIP, IGSB, VRIG, VGSH, SHYG
|
13F-HR |
11/8/2022, 04:33 PM |
Q2 2022 |
500 |
$394M |
+$14.2M |
-$31.3M |
-$17.1M |
IGSB, VTIP, VRIG, RSP, SHYG
|
13F-HR |
8/12/2022, 02:29 PM |
Q1 2022 |
460 |
$456M |
+$48.1M |
-$51M |
-$2.84M |
IGSB, VTIP, VRIG, RSP, SHYG
|
13F-HR |
5/16/2022, 10:05 AM |
Q4 2021 |
589 |
$474M |
+$40.1M |
-$14.1M |
+$26M |
IGSB, VTIP, VRIG, SHYG, RSP
|
13F-HR |
2/15/2022, 11:40 AM |
Q3 2021 |
469 |
$424M |
+$41.3M |
-$5.94M |
+$35.4M |
IGSB, VTIP, VRIG, SHYG, RSP
|
13F-HR |
11/12/2021, 04:40 PM |
Q2 2021 |
491 |
$392M |
+$28.6M |
-$19.1M |
+$9.54M |
IGSB, VTIP, VRIG, SHYG, RSP
|
13F-HR |
8/9/2021, 03:26 PM |
Q1 2021 |
434 |
$363M |
+$38.8M |
-$15.5M |
+$23.3M |
IGSB, VRIG, SPIB, VTIP, SHYG
|
13F-HR |
5/18/2021, 01:44 PM |
Q4 2020 |
432 |
$325M |
+$49.7M |
-$18.3M |
+$31.4M |
IGSB, SPIB, VRIG, SPYG, VOO
|
13F-HR |
2/8/2021, 05:35 PM |
Q3 2020 |
423 |
$260M |
+$27.2M |
-$30.3M |
-$3.07M |
IGSB, SPIB, SPYG, VTIP, VOO
|
13F-HR |
11/16/2020, 12:26 PM |
Q2 2020 |
436 |
$254M |
+$35.7M |
-$26.1M |
+$9.62M |
IGSB, VOO, SPIB, SPYG, VOT
|
13F-HR |
8/13/2020, 11:21 AM |
Q1 2020 |
479 |
$210M |
+$27M |
-$24.2M |
+$2.83M |
VOO, SPYG, IGSB, VOT, FLOT
|
13F-HR |
5/14/2020, 04:13 PM |
Q4 2019 |
534 |
$249M |
+$41.5M |
-$4.42M |
+$37.1M |
VOO, MTUM, SPYG, VOT, IGSB
|
13F-HR |
2/14/2020, 10:32 AM |
Q3 2019 |
467 |
$200M |
+$18.8M |
-$7.28M |
+$11.5M |
VOO, MTUM, SPYG, VOT, FLOT
|
13F-HR |
11/14/2019, 09:16 PM |
Q2 2019 |
420 |
$185M |
+$17.3M |
-$14.1M |
+$3.15M |
VOO, MTUM, SPYG, VOT, FLOT
|
13F-HR |
8/12/2019, 02:50 PM |
Q1 2019 |
419 |
$176M |
+$43.3M |
-$90.6M |
-$47.3M |
VOO, MTUM, VOT, FLOT, VO
|
13F-HR |
7/15/2019, 11:04 AM |
Q4 2018 |
661 |
$210M |
+$97.1M |
-$35.5M |
+$61.5M |
VOO, MTUM, VOT, FLOT, VEA
|
13F-HR |
2/12/2019, 06:04 PM |
Q3 2018 |
487 |
$153M |
$0 |
$0 |
|
VOO, MTUM, VOT, VEA, VO
|
13F-HR |
11/14/2018, 06:36 PM |