Q1 2023 |
128 |
$359M |
+$13.5M |
-$17.9M |
-$4.42M |
VTIP, VGSH, IGSB, VRIG, VMBS
|
13F-HR |
5/18/2023, 04:23 PM |
Q4 2022 |
131 |
$358M |
+$20.5M |
-$27.4M |
-$6.88M |
VTIP, IGSB, VGSH, VRIG, RSP
|
13F-HR |
1/24/2023, 04:46 PM |
Q3 2022 |
134 |
$347M |
+$33M |
-$38.4M |
-$5.45M |
VTIP, IGSB, VRIG, VGSH, SHYG
|
13F-HR |
10/18/2022, 12:36 PM |
Q2 2022 |
143 |
$364M |
+$10.4M |
-$28.3M |
-$17.9M |
IGSB, VTIP, VRIG, RSP, SHYG
|
13F-HR |
7/20/2022, 03:51 PM |
Q1 2022 |
153 |
$422M |
+$39.1M |
-$46.3M |
-$7.24M |
IGSB, VTIP, VRIG, RSP, SHYG
|
Restatement |
8/15/2022, 03:17 PM |
Q4 2021 |
167 |
$442M |
+$33.2M |
-$12M |
+$21.2M |
IGSB, VTIP, VRIG, SHYG, RSP
|
13F-HR |
1/18/2022, 03:15 PM |
Q3 2021 |
155 |
$399M |
+$29.2M |
-$5.69M |
+$23.5M |
IGSB, VTIP, VRIG, SHYG, RSP
|
13F-HR |
10/14/2021, 02:39 PM |
Q2 2021 |
149 |
$378M |
+$35.4M |
-$12.8M |
+$22.6M |
IGSB, VTIP, VRIG, SHYG, RSP
|
13F-HR |
7/14/2021, 04:16 PM |
Q1 2021 |
142 |
$337M |
+$35.6M |
-$16.2M |
+$19.3M |
IGSB, VRIG, SPIB, VTIP, SHYG
|
13F-HR |
5/28/2021, 11:00 AM |
Q4 2020 |
136 |
$306M |
+$37.4M |
-$17.4M |
+$19.9M |
IGSB, SPIB, VRIG, VTIP, SPYG
|
13F-HR |
2/10/2021, 11:52 AM |
Q3 2020 |
128 |
$267M |
+$41.8M |
-$27.4M |
+$14.4M |
IGSB, SPIB, SPYG, VRIG, VTIP
|
13F-HR |
11/9/2020, 12:29 PM |
Q2 2020 |
120 |
$241M |
+$163M |
-$628M |
-$465M |
IGSB, SPIB, VOO, SPYG, VOT
|
13F-HR |
7/6/2020, 03:15 PM |
Q1 2020 |
265 |
$669M |
+$599M |
-$149M |
+$450M |
IVW, IVV, IVE, AAPL, VTV
|
13F-HR |
4/22/2020, 11:20 AM |
Q4 2019 |
112 |
$235M |
+$41.6M |
-$4.31M |
+$37.3M |
VOO, MTUM, SPYG, VOT, IGSB
|
13F-HR |
1/13/2020, 11:14 AM |
Q3 2019 |
112 |
$182M |
+$18.4M |
-$7.33M |
+$11.1M |
VOO, MTUM, SPYG, VOT, FLOT
|
13F-HR |
10/4/2019, 11:36 AM |
Q2 2019 |
107 |
$171M |
+$15.3M |
-$10.9M |
+$4.4M |
VOO, MTUM, SPYG, VOT, FLOT
|
13F-HR |
7/16/2019, 04:13 PM |
Q1 2019 |
105 |
$161M |
+$8.68M |
-$14.1M |
-$5.43M |
VOO, MTUM, VOT, FLOT, VO
|
13F-HR |
4/24/2019, 01:51 PM |
Q4 2018 |
104 |
$149M |
$0 |
$0 |
|
VOO, MTUM, VOT, FLOT, VEA
|
13F-HR |
2/13/2019, 10:15 AM |