Q3 2024 |
100 |
$300M |
+$19.9M |
-$4.47M |
+$15.4M |
SPY, VTI, SCHF, ITOT, COWZ
|
13F-HR |
10/30/2024, 03:15 PM |
Q2 2024 |
90 |
$270M |
+$18.1M |
-$8.13M |
+$10M |
SPY, VTI, SCHF, ITOT, COWZ
|
13F-HR |
7/23/2024, 08:40 AM |
Q1 2024 |
90 |
$262M |
+$20.2M |
-$7.04M |
+$13.2M |
VTI, SPY, SCHF, ITOT, COWZ
|
13F-HR |
4/22/2024, 06:08 AM |
Q4 2023 |
79 |
$232M |
+$25.2M |
-$28.9M |
-$3.7M |
VTI, SPY, SCHF, ITOT, IJR
|
13F-HR |
1/23/2024, 11:45 AM |
Q3 2023 |
67 |
$213M |
+$9.77M |
-$3.3M |
+$6.47M |
VTI, SCHF, SPY, LVHD, ITOT
|
13F-HR |
10/13/2023, 02:14 PM |
Q2 2023 |
71 |
$216M |
+$15.3M |
-$5.37M |
+$9.98M |
VTI, SCHF, LVHD, SPY, ITOT
|
13F-HR |
7/25/2023, 04:50 PM |
Q1 2023 |
69 |
$195M |
+$38.3M |
-$37.5M |
+$781K |
VTI, LVHD, SCHF, ITOT, SPY
|
13F-HR |
4/28/2023, 02:09 PM |
Q4 2022 |
70 |
$184M |
+$18.7M |
-$17.6M |
+$1.07M |
VTI, ITOT, SCHF, VYM, NOBL
|
13F-HR |
1/23/2023, 04:51 PM |
Q3 2022 |
68 |
$170M |
+$18.4M |
-$32M |
-$13.6M |
VTI, ITOT, SCHF, IJR, NOBL
|
13F-HR |
11/1/2022, 11:11 AM |
Q2 2022 |
72 |
$195M |
+$20M |
-$26.2M |
-$6.16M |
VTI, ITOT, SHY, NOBL, VYM
|
13F-HR |
7/22/2022, 01:13 PM |
Q1 2022 |
77 |
$235M |
+$29.1M |
-$20.3M |
+$8.87M |
VTI, ITOT, SHY, IJR, NOBL
|
13F-HR |
4/22/2022, 11:00 AM |
Q4 2021 |
77 |
$239M |
+$24.6M |
-$9.05M |
+$15.6M |
VTI, ITOT, AGG, IJR, NOBL
|
13F-HR |
1/26/2022, 02:35 PM |
Q3 2021 |
67 |
$210M |
+$14.1M |
-$9.96M |
+$4.12M |
VTI, ITOT, AGG, IJR, IXUS
|
13F-HR |
10/26/2021, 11:19 AM |
Q2 2021 |
67 |
$209M |
+$17M |
-$1.64M |
+$15.4M |
VTI, ITOT, AGG, IJR, IXUS
|
13F-HR |
7/26/2021, 03:46 PM |
Q1 2021 |
62 |
$183M |
+$8.51M |
-$16.5M |
-$8.02M |
VTI, ITOT, AGG, IJR, VEU
|
13F-HR |
4/26/2021, 12:24 PM |
Q4 2020 |
67 |
$182M |
+$8.92M |
-$2.13M |
+$6.79M |
VTI, ITOT, AGG, VEU, IJR
|
13F-HR |
1/20/2021, 10:59 AM |
Q3 2020 |
62 |
$155M |
+$16.1M |
-$2.55M |
+$13.6M |
VTI, ITOT, AGG, VEU, IXUS
|
13F-HR |
10/15/2020, 11:49 AM |
Q2 2020 |
56 |
$136M |
+$48.5M |
-$29.7M |
+$18.8M |
VTI, ITOT, AGG, VEU, IXUS
|
13F-HR |
7/21/2020, 12:09 PM |
Q1 2020 |
37 |
$99.3M |
+$8.92M |
-$3.41M |
+$5.52M |
VTI, VEU, IWM, NOBL, IJH
|
13F-HR |
5/8/2020, 11:14 AM |
Q4 2019 |
38 |
$121M |
+$10.9M |
-$265K |
+$10.6M |
VTI, VEU, IWM, NOBL, IJH
|
13F-HR |
1/31/2020, 01:13 PM |
Q3 2019 |
33 |
$102M |
+$9.7M |
-$9.89M |
-$189K |
VTI, VEU, IWM, NOBL, IJH
|
13F-HR |
11/1/2019, 02:59 PM |
Q2 2019 |
36 |
$103M |
+$4.96M |
-$873K |
+$4.09M |
VTI, VEU, IWM, VTV, IJH
|
13F-HR |
7/25/2019, 01:59 PM |
Q1 2019 |
34 |
$95.7M |
+$6M |
-$1.25M |
+$4.75M |
VTI, VEU, IWM, VTV, IJH
|
13F-HR |
4/24/2019, 03:41 PM |
Q4 2018 |
30 |
$80.7M |
+$19.4M |
-$8.37M |
+$11M |
VTI, VEU, IWM, VTV, IEMG
|
13F-HR |
1/30/2019, 12:26 PM |
Q3 2018 |
13 |
$80.4M |
$0 |
$0 |
|
VTI, VEU, IWM, KRE, IEMG
|
13F-HR |
11/5/2018, 03:20 PM |