Q3 2024 |
106 |
$317M |
+$38.3M |
-$24M |
+$14.3M |
VUG, VYM, VOO, VB, VEA
|
13F-HR |
10/7/2024, 12:37 PM |
Q2 2024 |
104 |
$293M |
+$9.72M |
-$6.11M |
+$3.61M |
VUG, VOO, VYM, VB, JMST
|
13F-HR |
7/30/2024, 02:55 PM |
Q1 2024 |
105 |
$284M |
+$6.9M |
-$1.9M |
+$5M |
VUG, VYM, VOO, VB, VEA
|
13F-HR |
4/18/2024, 12:50 PM |
Q4 2023 |
106 |
$265M |
+$28.4M |
-$13.7M |
+$14.7M |
VUG, VYM, VOO, VB, VEA
|
13F-HR |
1/30/2024, 12:32 PM |
Q3 2023 |
106 |
$230M |
+$22.2M |
-$19.1M |
+$3.09M |
VUG, VYM, VOO, VB, JMST
|
13F-HR |
10/19/2023, 01:14 PM |
Q2 2023 |
103 |
$234M |
+$20.7M |
-$19.5M |
+$1.17M |
VUG, VOO, VYM, JMST, VB
|
13F-HR |
7/24/2023, 04:24 PM |
Q1 2023 |
270 |
$222M |
$0 |
-$795K |
-$795K |
VUG, VYM, VOO, JMST, VB
|
13F-HR |
5/31/2023, 03:55 PM |
Q4 2022 |
347 |
$212M |
+$12.2M |
-$13.7M |
-$1.52M |
VYM, VUG, VOO, JMST, VB
|
13F-HR |
2/15/2023, 10:50 AM |
Q3 2022 |
264 |
$207M |
+$22.2M |
-$13.8M |
+$8.43M |
VYM, VUG, VOO, JMST, FLRN
|
13F-HR |
10/24/2022, 12:52 PM |
Q2 2022 |
274 |
$203M |
+$50.7M |
-$62.1M |
-$11.4M |
VYM, VUG, VOO, JMST, FLRN
|
13F-HR |
8/15/2022, 08:13 AM |
Q1 2022 |
303 |
$241M |
+$34.1M |
-$22M |
+$12.1M |
VUG, VYM, VOO, SJNK, VCSH
|
13F-HR |
5/16/2022, 10:13 AM |
Q4 2021 |
287 |
$241M |
+$21.3M |
-$8.6M |
+$12.7M |
VUG, VYM, VOO, SJNK, VCSH
|
13F-HR |
2/15/2022, 04:04 PM |
Q3 2021 |
285 |
$219M |
+$16.9M |
-$8.91M |
+$8.02M |
VUG, VYM, VOO, SJNK, ISTB
|
13F-HR |
11/15/2021, 07:01 PM |
Q2 2021 |
263 |
$213M |
+$35.8M |
-$28.4M |
+$7.34M |
VUG, VYM, SJNK, VOO, PULS
|
13F-HR |
8/12/2021, 06:07 PM |
Q1 2021 |
254 |
$197M |
+$18.9M |
-$13.3M |
+$5.58M |
VUG, PULS, SHYG, VYM, ISTB
|
13F-HR |
5/7/2021, 06:44 PM |
Q4 2020 |
234 |
$184M |
+$32.4M |
-$20.3M |
+$12.1M |
VUG, SHYG, VYM, VOO, PULS
|
13F-HR |
2/9/2021, 12:30 PM |
Q3 2020 |
226 |
$157M |
+$11.1M |
-$1.32M |
+$9.8M |
VUG, SPSB, SHYG, FLRN, VYM
|
13F-HR |
11/10/2020, 07:00 PM |
Q2 2020 |
209 |
$142M |
+$16.1M |
-$15.2M |
+$900K |
VUG, SPSB, FLRN, SHYG, VYM
|
13F-HR |
8/7/2020, 01:07 PM |
Q1 2020 |
199 |
$121M |
+$12.6M |
-$1.54M |
+$11.1M |
SPSB, FLRN, SHYG, VUG, VYM
|
13F-HR |
5/12/2020, 06:17 PM |
Q4 2019 |
210 |
$135M |
+$8.04M |
-$6.29M |
+$1.74M |
VUG, SPSB, VYM, SHYG, FLRN
|
13F-HR |
2/11/2020, 12:41 PM |
Q3 2019 |
206 |
$127M |
+$7.95M |
-$1.03M |
+$6.92M |
VUG, SPSB, VYM, SHYG, FLRN
|
13F-HR |
10/30/2019, 11:07 AM |
Q2 2019 |
224 |
$120M |
+$7.29M |
-$4.48M |
+$2.81M |
VUG, VYM, SPSB, SHYG, FLRN
|
13F-HR |
7/30/2019, 11:22 AM |
Q1 2019 |
213 |
$114M |
+$21.7M |
-$19.1M |
+$2.64M |
SPSB, VUG, VYM, FLRN, SHYG
|
13F-HR |
4/25/2019, 02:49 PM |
Q4 2018 |
228 |
$102M |
$0 |
$0 |
|
SPSB, VUG, VYM, ITM, IVV
|
13F-HR |
2/13/2019, 10:54 AM |