Q3 2024 |
128 |
$690M |
+$56.7M |
-$19.3M |
+$37.4M |
VOO, MUB, IEFA, BND, SPY
|
13F-HR |
11/14/2024, 06:24 PM |
Q2 2024 |
130 |
$618M |
+$30.6M |
-$15.3M |
+$15.3M |
VOO, MUB, BND, IEFA, SPY
|
13F-HR |
8/15/2024, 09:32 AM |
Q1 2024 |
144 |
$600M |
+$44.1M |
-$5.97M |
+$38.1M |
VOO, MUB, IEFA, BND, SPY
|
13F-HR |
5/14/2024, 07:34 PM |
Q4 2023 |
108 |
$549M |
+$53.9M |
-$33.6M |
+$20.4M |
VOO, MUB, BND, IEFA, SPY
|
13F-HR |
2/14/2024, 05:39 PM |
Q3 2023 |
101 |
$491M |
+$30.7M |
-$40.8M |
-$10M |
MUB, VCSH, BND, VOO, SPY
|
13F-HR |
11/13/2023, 02:25 PM |
Q2 2023 |
101 |
$518M |
+$70.6M |
-$55.8M |
+$14.8M |
MUB, VCSH, VOO, SPY, IEFA
|
13F-HR |
8/14/2023, 07:56 PM |
Q1 2023 |
93 |
$495M |
+$104M |
-$17.1M |
+$86.8M |
VCSH, MUB, SPY, BND, IEFA
|
13F-HR |
5/10/2023, 04:08 PM |
Q4 2022 |
92 |
$392M |
+$56.6M |
-$17.8M |
+$38.9M |
VCSH, BND, SPY, IEFA, MUB
|
13F-HR |
2/14/2023, 04:49 PM |
Q3 2022 |
85 |
$335M |
+$24.4M |
-$21.7M |
+$2.74M |
VCSH, BND, SPY, IEFA, VOO
|
13F-HR |
11/14/2022, 04:45 PM |
Q2 2022 |
91 |
$352M |
+$38.3M |
-$25.7M |
+$12.7M |
BND, VCSH, SPY, IEFA, GLD
|
13F-HR |
8/15/2022, 11:52 AM |
Q1 2022 |
94 |
$383M |
+$84.9M |
-$15.4M |
+$69.5M |
SPY, BND, VCSH, IEFA, VOO
|
13F-HR |
5/12/2022, 04:04 PM |
Q4 2021 |
92 |
$328M |
+$21.8M |
-$3.32M |
+$18.5M |
SPY, BND, VCSH, IEFA, VO
|
13F-HR |
2/14/2022, 11:40 AM |
Q3 2021 |
88 |
$299M |
+$14.5M |
-$2.02M |
+$12.4M |
SPY, BND, VCSH, IEFA, VO
|
13F-HR |
11/12/2021, 10:10 AM |
Q2 2021 |
89 |
$289M |
+$22.4M |
-$5.7M |
+$16.7M |
SPY, BND, VCSH, IEFA, VO
|
13F-HR |
8/13/2021, 03:25 PM |
Q1 2021 |
89 |
$261M |
+$13.5M |
-$2.23M |
+$11.2M |
SPY, BND, VCSH, IEFA, VO
|
13F-HR |
4/30/2021, 03:09 PM |
Q4 2020 |
82 |
$244M |
+$25.6M |
-$15.7M |
+$9.84M |
SPY, BND, VCSH, IEFA, VO
|
13F-HR |
2/12/2021, 04:03 PM |
Q3 2020 |
81 |
$218M |
+$31.5M |
-$13.3M |
+$18.2M |
SPY, VCSH, BND, GLD, VO
|
13F-HR |
10/15/2020, 04:53 PM |
Q2 2020 |
88 |
$192M |
+$45.6M |
-$28.3M |
+$17.2M |
SPY, VCSH, BND, GLD, VO
|
13F-HR |
8/13/2020, 02:37 PM |
Q1 2020 |
60 |
$153M |
+$32.1M |
-$7.77M |
+$24.3M |
SPY, VCSH, BND, GLD, VO
|
13F-HR |
5/15/2020, 09:57 AM |
Q4 2019 |
54 |
$153M |
+$7.41M |
-$2.84M |
+$4.57M |
SPY, VCSH, BND, VO, IEFA
|
13F-HR |
2/11/2020, 04:54 PM |
Q3 2019 |
52 |
$141M |
+$5.54M |
-$1.48M |
+$4.07M |
SPY, VCSH, BND, VO, SPLV
|
13F-HR |
11/14/2019, 08:18 PM |
Q2 2019 |
49 |
$136M |
+$12.6M |
-$13.1M |
-$563K |
SPY, VCSH, BND, VO, VEA
|
13F-HR |
8/12/2019, 03:31 PM |
Q1 2019 |
53 |
$133M |
+$8.41M |
-$8.53M |
-$122K |
SPY, VCSH, BND, VO, VEA
|
13F-HR |
5/15/2019, 07:04 PM |
Q4 2018 |
54 |
$122M |
$0 |
$0 |
|
SPY, VCSH, BND, VO, EFA
|
13F-HR |
2/28/2019, 02:17 PM |