Q3 2024 |
13 |
$418M |
+$30.7M |
-$12.1M |
+$18.6M |
VOO, AGG, VCSH, MUB, IEFA
|
13F-HR |
10/15/2024, 11:27 AM |
Q2 2024 |
14 |
$380M |
+$21M |
-$33M |
-$11.9M |
VOO, AGG, VCSH, MUB, IEFA
|
13F-HR |
8/14/2024, 11:21 AM |
Q1 2024 |
14 |
$387M |
+$48.2M |
-$92.4M |
-$44.2M |
VOO, VCSH, AGG, MUB, IEFA
|
13F-HR |
5/14/2024, 11:08 AM |
Q4 2023 |
14 |
$407M |
+$33.8M |
-$39.8M |
-$6M |
VOO, VCSH, AGG, MUB, IEFA
|
13F-HR |
2/14/2024, 02:57 PM |
Q3 2023 |
9 |
$378M |
+$19.4M |
-$24.4M |
-$4.95M |
VOO, VCSH, AGG, MUB, IEFA
|
13F-HR |
11/14/2023, 11:38 AM |
Q2 2023 |
16 |
$396M |
+$10.5M |
$0 |
+$10.5M |
VOO, VCSH, AGG, MUB, EFAV
|
13F-HR |
8/8/2023, 12:46 PM |
Q1 2023 |
7 |
$368M |
+$7.17M |
-$55M |
-$47.8M |
VOO, VCSH, AGG, MUB, EFAV
|
13F-HR |
5/15/2023, 02:05 PM |
Q4 2022 |
7 |
$394M |
+$3.88M |
-$17.6M |
-$13.8M |
VOO, VCSH, AGG, MUB, EFAV
|
13F-HR |
2/14/2023, 01:46 PM |
Q3 2022 |
7 |
$388M |
+$853K |
-$8.18M |
-$7.32M |
VOO, AGG, VCSH, MUB, EFAV
|
13F-HR |
11/14/2022, 01:21 PM |
Q2 2022 |
7 |
$416M |
+$2.03M |
-$83.2M |
-$81.2M |
VOO, AGG, VCSH, MUB, EFAV
|
13F-HR |
8/11/2022, 11:26 AM |
Q1 2022 |
7 |
$560M |
+$102M |
$0 |
+$102M |
VOO, AGG, VCSH, MUB, EFAV
|
13F-HR |
5/5/2022, 01:14 PM |
Q4 2021 |
7 |
$485M |
+$47.6M |
$0 |
+$47.6M |
VOO, AGG, VCSH, MUB, IJR
|
Restatement |
2/3/2022, 12:19 PM |
Q3 2021 |
7 |
$416M |
+$37M |
$0 |
+$37M |
VOO, AGG, VCSH, MUB, IJR
|
13F-HR |
11/5/2021, 01:58 PM |
Q2 2021 |
7 |
$379M |
+$48.2M |
-$4.09M |
+$44.1M |
VOO, AGG, VCSH, MUB, IJR
|
13F-HR |
8/10/2021, 11:10 AM |
Q1 2021 |
7 |
$321M |
+$21.7M |
-$23.3M |
-$1.6M |
VOO, AGG, VCSH, MUB, IJR
|
13F-HR |
4/23/2021, 11:19 AM |
Q4 2020 |
8 |
$320M |
+$35.1M |
-$18.1K |
+$35.1M |
AGG, VOO, MUB, VCSH, IJR
|
13F-HR |
2/5/2021, 01:28 PM |
Q3 2020 |
8 |
$270M |
+$57.5M |
-$20.6M |
+$36.9M |
AGG, VOO, MUB, EFAV, BSV
|
13F-HR |
10/29/2020, 10:41 AM |
Q2 2020 |
7 |
$226M |
+$25.5M |
-$15.1M |
+$10.4M |
AGG, VOO, MUB, EFAV, IJR
|
13F-HR |
8/13/2020, 09:30 AM |
Q1 2020 |
6 |
$199M |
+$94M |
$0 |
+$94M |
AGG, VOO, MUB, EFAV, IJR
|
13F-HR |
4/30/2020, 10:46 AM |
Q4 2019 |
6 |
$117M |
$0 |
$0 |
|
AGG, VOO, MUB, EFAV, IJR
|
13F-HR |
1/28/2020, 12:13 PM |