Q3 2024 |
243 |
$1.12B |
+$72.7M |
-$8.62M |
+$64.1M |
VTI, VOO, IXUS, JPM, BNDX
|
13F-HR |
11/13/2024, 04:20 PM |
Q2 2024 |
228 |
$995M |
+$181M |
-$3.33M |
+$178M |
VTI, VOO, IXUS, JPM, BNDX
|
13F-HR |
8/12/2024, 03:27 PM |
Q1 2024 |
117 |
$805M |
+$26.6M |
-$9.13M |
+$17.5M |
VTI, VOO, IXUS, JPM, BNDX
|
13F-HR |
5/2/2024, 10:01 AM |
Q4 2023 |
116 |
$738M |
+$172M |
-$41.2M |
+$131M |
VTI, VOO, IXUS, JPM, BNDX
|
Restatement |
2/13/2024, 08:42 AM |
Q3 2023 |
104 |
$551M |
+$10.9M |
-$5.57M |
+$5.3M |
VTI, VOO, IXUS, BNDX, VXUS
|
13F-HR |
11/9/2023, 08:52 AM |
Q2 2023 |
98 |
$567M |
+$8.11M |
-$38.8M |
-$30.7M |
VTI, VOO, IXUS, BNDX, VXUS
|
13F-HR |
8/14/2023, 01:37 PM |
Q1 2023 |
111 |
$568M |
+$12.9M |
-$5.35M |
+$7.51M |
VTI, VOO, IXUS, BNDX, VXUS
|
13F-HR |
5/4/2023, 01:30 PM |
Q4 2022 |
109 |
$529M |
+$65.6M |
-$22.2M |
+$43.4M |
VTI, VOO, IXUS, BNDX, VXUS
|
Restatement |
2/13/2023, 12:40 PM |
Q3 2022 |
87 |
$452M |
+$16.6M |
-$2.49M |
+$14.1M |
VTI, VOO, IXUS, BNDX, IVV
|
13F-HR |
10/31/2022, 01:19 PM |
Q2 2022 |
81 |
$467M |
+$24.6M |
-$10.6M |
+$14M |
VTI, VOO, IXUS, BNDX, IVV
|
13F-HR |
7/28/2022, 12:00 PM |
Q1 2022 |
82 |
$533M |
+$11.2M |
-$51.4M |
-$40.2M |
VTI, VOO, IXUS, BNDX, IVV
|
Restatement |
5/3/2022, 09:51 AM |
Q4 2021 |
106 |
$607M |
+$19.4M |
-$9.79M |
+$9.6M |
VTI, VOO, IXUS, BNDX, IWF
|
13F-HR |
2/10/2022, 02:49 PM |
Q3 2021 |
103 |
$562M |
+$10.4M |
-$5.89M |
+$4.48M |
VTI, VOO, IXUS, BNDX, IWF
|
13F-HR |
11/4/2021, 11:15 AM |
Q2 2021 |
104 |
$562M |
+$11.8M |
-$3.16M |
+$8.66M |
VTI, VOO, IXUS, BNDX, IVV
|
13F-HR |
7/22/2021, 10:19 AM |
Q1 2021 |
101 |
$521M |
+$34.7M |
-$17.2M |
+$17.5M |
VTI, VOO, IXUS, BNDX, IVV
|
13F-HR |
4/26/2021, 03:04 PM |
Q4 2020 |
102 |
$478M |
+$34.3M |
-$5.47M |
+$28.8M |
VTI, VOO, IXUS, BNDX, IVV
|
13F-HR |
1/25/2021, 01:21 PM |
Q3 2020 |
86 |
$399M |
+$108M |
-$8.31M |
+$100M |
VTI, VOO, IXUS, BNDX, IVV
|
13F-HR |
10/26/2020, 12:18 PM |
Q2 2020 |
77 |
$282M |
+$33M |
-$9.04M |
+$23.9M |
VOO, VTI, BNDX, IVV, IWF
|
13F-HR |
7/20/2020, 03:05 PM |
Q1 2020 |
64 |
$219M |
+$34.1M |
-$28.6M |
+$5.42M |
VOO, VTI, BNDX, IVV, IWF
|
13F-HR |
5/1/2020, 01:30 PM |
Q4 2019 |
70 |
$268M |
+$7.96M |
-$5.63M |
+$2.33M |
VOO, VTI, VEA, BNDX, VBR
|
13F-HR |
1/23/2020, 08:10 PM |
Q3 2019 |
67 |
$250M |
+$8.81M |
-$14.7M |
-$5.94M |
VOO, VTI, VEA, BNDX, VBR
|
13F-HR |
10/10/2019, 10:56 AM |
Q2 2019 |
68 |
$254M |
+$4.51M |
-$31.4M |
-$26.9M |
VOO, VTI, VEA, VBR, IVV
|
13F-HR |
7/18/2019, 01:47 PM |
Q1 2019 |
65 |
$273M |
+$6.27M |
-$5.79M |
+$485K |
VOO, VTI, VEA, VBR, TIP
|
13F-HR |
5/3/2019, 12:41 PM |
Q4 2018 |
57 |
$244M |
$0 |
$0 |
|
VOO, VTI, VEA, TIP, VBR
|
13F-HR |
2/4/2019, 11:14 AM |