Q3 2024 |
58 |
$312M |
+$25.4M |
-$20.8M |
+$4.6M |
IVV, VOO, TLT, SPLG, XLG
|
13F-HR |
11/13/2024, 02:51 PM |
Q2 2024 |
55 |
$292M |
+$31.7M |
-$36.1M |
-$4.42M |
IVV, VOO, SPLG, XLG, IEFA
|
13F-HR |
8/15/2024, 09:39 AM |
Q1 2024 |
260 |
$294M |
+$33.1M |
-$18.6M |
+$14.6M |
IVV, VOO, MOAT, SPLG, IEFA
|
13F-HR |
5/15/2024, 01:31 PM |
Q4 2023 |
261 |
$272M |
+$26.1M |
-$20.7M |
+$5.4M |
IVV, VOO, MOAT, SPLG, IEFA
|
13F-HR |
2/14/2024, 10:01 AM |
Q3 2023 |
239 |
$244M |
+$35.4M |
-$32M |
+$3.42M |
IVV, VOO, MOAT, OMFL, IEFA
|
13F-HR |
11/13/2023, 09:45 AM |
Q2 2023 |
235 |
$249M |
+$46.2M |
-$58.8M |
-$12.6M |
IVV, VOO, IGSB, EZU, SHY
|
13F-HR |
8/14/2023, 04:04 PM |
Q1 2023 |
259 |
$251M |
+$50.8M |
-$38.2M |
+$12.6M |
IVV, VOO, COWZ, EZU, SPLG
|
13F-HR |
4/27/2023, 10:40 AM |
Q4 2022 |
258 |
$229M |
+$59.6M |
-$17.8M |
+$41.8M |
IVV, VOO, IEFA, COWZ, ONEY
|
13F-HR |
2/14/2023, 02:00 PM |
Q3 2022 |
216 |
$172M |
+$30.2M |
-$11.4M |
+$18.8M |
IVV, IEFA, PALC, COWZ, ALTL
|
13F-HR |
11/10/2022, 05:07 PM |
Q2 2022 |
214 |
$163M |
+$42M |
-$33.6M |
+$8.37M |
IVV, IEFA, ALTL, PALC, COWZ
|
13F-HR |
8/12/2022, 03:16 PM |
Q1 2022 |
191 |
$178M |
+$56.9M |
-$39.5M |
+$17.4M |
IVV, IEFA, IJH, IJR, ALTL
|
13F-HR |
5/16/2022, 01:14 PM |
Q4 2021 |
206 |
$167M |
+$14M |
-$6.76M |
+$7.23M |
IVV, EDOW, FLV, IJH, IJR
|
13F-HR |
2/14/2022, 10:53 AM |
Q3 2021 |
189 |
$151M |
+$24.4M |
-$14M |
+$10.5M |
IVV, EDOW, FLV, IJH, IJR
|
13F-HR |
11/9/2021, 02:35 PM |
Q2 2021 |
182 |
$150M |
+$43.4M |
-$13.3M |
+$30.2M |
IVV, IJR, IJH, EDOW, FLV
|
13F-HR |
8/3/2021, 09:51 AM |
Q1 2021 |
176 |
$113M |
+$22M |
-$26.6M |
-$4.59M |
IVV, IJH, IJR, AAXJ, EDOW
|
13F-HR |
5/4/2021, 12:49 PM |
Q4 2020 |
176 |
$112M |
+$10.3M |
-$14.4M |
-$4.12M |
IVV, IJR, IJH, QQQ, SWAN
|
13F-HR |
2/5/2021, 02:23 PM |
Q3 2020 |
160 |
$107M |
+$15.4M |
-$28.2M |
-$12.8M |
IVV, QQQ, IJH, IJR, SWAN
|
13F-HR |
11/12/2020, 09:53 AM |
Q2 2020 |
126 |
$114M |
+$17.9M |
-$58.4M |
-$40.4M |
IVV, QQQ, IJH, IJR, EFAV
|
13F-HR |
7/31/2020, 03:39 PM |
Q1 2020 |
148 |
$131M |
+$29M |
-$49M |
-$20M |
IVV, EFAV, QQQ, IVW, IJH
|
13F-HR |
4/29/2020, 01:55 PM |
Q4 2019 |
130 |
$174M |
$0 |
$0 |
|
IVV, EFAV, RSP, QQQ, IJH
|
13F-HR |
2/14/2020, 02:23 PM |