| Q3 2025 |
|
|
|
|
|
|
13F-NT |
11/5/2025, 09:25 AM |
| Q2 2025 |
|
|
|
|
|
|
13F-NT |
8/6/2025, 09:23 AM |
| Q1 2025 |
|
|
|
|
|
|
13F-NT |
5/12/2025, 04:48 PM |
| Q4 2024 |
213 |
$501M |
+$52.4M |
-$89.9M |
-$37.6M |
DFUS, DFAI, JCPB, SPHQ, UITB
|
13F-HR |
2/5/2025, 11:32 AM |
| Q3 2024 |
285 |
$553M |
+$80.4M |
-$59.2M |
+$21.2M |
DFUS, DFAI, SPHQ, JCPB, VTV
|
13F-HR |
11/13/2024, 07:04 PM |
| Q2 2024 |
239 |
$503M |
+$97.1M |
-$54.2M |
+$42.9M |
DFUS, DFAI, SPHQ, VTV, VONE
|
Restatement |
3/11/2025, 06:56 PM |
| Q1 2024 |
260 |
$454M |
+$21.2M |
-$6.8M |
+$14.4M |
VONE, DFUS, SPHQ, DFAI, VTV
|
Restatement |
3/11/2025, 06:57 PM |
| Q4 2023 |
214 |
$413M |
+$40.5M |
-$9.68M |
+$30.8M |
VONE, DFUS, SPHQ, DFAI, VTV
|
Restatement |
3/11/2025, 06:57 PM |
| Q3 2023 |
220 |
$346M |
+$15M |
-$5.48M |
+$9.51M |
VONE, SPHQ, DFUS, VTV, VOO
|
Restatement |
3/11/2025, 07:00 PM |
| Q2 2023 |
209 |
$350M |
+$13.5M |
-$18.7M |
-$5.23M |
VONE, VTV, VOO, SPHQ, DFUS
|
Restatement |
3/11/2025, 06:59 PM |
| Q1 2023 |
216 |
$334M |
+$29.5M |
-$15.5M |
+$14M |
VONE, VTV, VOO, SPHQ, IEFA
|
Restatement |
3/11/2025, 07:02 PM |
| Q4 2022 |
115 |
$302M |
+$44.7M |
-$32.8M |
+$11.9M |
VONE, VTV, VOO, SPHQ, IEFA
|
13F-HR |
1/30/2023, 05:40 PM |
| Q3 2022 |
139 |
$273M |
+$17.5M |
-$17M |
+$530K |
VONE, VTV, VOO, SPHQ, IEFA
|
13F-HR |
11/3/2022, 05:04 PM |
| Q2 2022 |
153 |
$179M |
$0 |
$0 |
|
VTV, VOO, IJR, IEFA, SPHQ
|
13F-HR |
8/1/2022, 06:36 PM |
| Q1 2022 |
153 |
$315M |
+$52.7M |
-$9.82M |
+$42.9M |
VONE, VTV, VOO, IJR, AAPL
|
13F-HR |
4/19/2022, 06:06 PM |
| Q4 2021 |
143 |
$290M |
+$32.3M |
-$7.85M |
+$24.5M |
VONE, VOO, VTV, IJR, IEFA
|
13F-HR |
1/12/2022, 02:54 PM |
| Q3 2021 |
131 |
$244M |
+$33.2M |
-$6.55M |
+$26.6M |
VOO, VTV, VONE, IJR, SPHQ
|
13F-HR |
10/12/2021, 03:20 PM |
| Q2 2021 |
131 |
$218M |
+$25.4M |
-$7.39M |
+$18M |
VOO, VTV, IJR, SPHQ, VONE
|
13F-HR |
7/22/2021, 02:47 PM |
| Q1 2021 |
122 |
$189M |
+$26.9M |
-$16.1M |
+$10.8M |
VOO, IJR, VTV, SPHQ, NOBL
|
13F-HR |
4/13/2021, 08:34 PM |
| Q4 2020 |
119 |
$168M |
+$36.1M |
-$10.1M |
+$26M |
VOO, SPHQ, IJR, PEP, NOBL
|
13F-HR |
1/15/2021, 04:20 PM |
| Q3 2020 |
75 |
$127M |
+$4.33M |
-$14.3M |
-$9.97M |
VOO, NOBL, SPHQ, PEP, IJR
|
13F-HR |
10/21/2020, 05:28 PM |
| Q2 2020 |
92 |
$132M |
+$8.55M |
-$8.06M |
+$487K |
VOO, NOBL, SPHQ, PEP, IJR
|
Restatement |
7/8/2020, 12:13 PM |
| Q1 2020 |
92 |
$110M |
+$6.01M |
-$15.6M |
-$9.62M |
VOO, NOBL, SPHQ, PEP, IJR
|
13F-HR |
4/13/2020, 01:03 PM |
| Q4 2019 |
102 |
$141M |
$0 |
-$660K |
-$660K |
VOO, IJR, NOBL, SPHQ, PEP
|
13F-HR |
1/9/2020, 01:53 PM |
| Q3 2019 |
103 |
$145M |
+$3.8M |
-$2.11M |
+$1.69M |
VOO, IJR, NOBL, SPHQ, PEP
|
13F-HR |
10/16/2019, 04:31 PM |
| Q2 2019 |
99 |
$141M |
+$7.69M |
-$5.43M |
+$2.26M |
VOO, IJR, SPHQ, NOBL, PEP
|
13F-HR |
7/18/2019, 02:06 PM |
| Q1 2019 |
96 |
$135M |
+$8.32M |
-$4.76M |
+$3.56M |
VOO, IJR, SPHQ, NOBL, PEP
|
13F-HR |
5/29/2019, 08:38 PM |
| Q4 2018 |
80 |
$116M |
$0 |
$0 |
|
VOO, SPHQ, IJR, PEP, NOBL
|
13F-HR |
5/29/2019, 08:35 PM |