Q2 2024 |
234 |
$716M |
+$45.9M |
-$47.3M |
-$1.37M |
TOTL, DEM, CGGR, MATX, DFIC
|
13F-HR |
7/9/2024, 02:16 PM |
Q1 2024 |
249 |
$717M |
+$87.6M |
-$87.3M |
+$337K |
TOTL, DFIC, INTF, DEM, IUSB
|
13F-HR |
4/3/2024, 11:59 AM |
Q4 2023 |
246 |
$681M |
+$55.1M |
-$31.2M |
+$23.9M |
TOTL, DFIC, DEM, INTF, IUSB
|
13F-HR |
1/4/2024, 08:51 AM |
Q3 2023 |
234 |
$601M |
+$121M |
-$111M |
+$9.95M |
TOTL, DFIC, DEM, INTF, IUSB
|
13F-HR |
10/10/2023, 08:56 AM |
Q2 2023 |
253 |
$609M |
+$119M |
-$90.2M |
+$28.4M |
TOTL, IUSB, DEM, DFIC, SPYG
|
13F-HR |
7/14/2023, 03:51 PM |
Q1 2023 |
283 |
$554M |
+$246M |
-$200M |
+$46.2M |
TOTL, IUSB, SPYG, DEM, SCHD
|
13F-HR |
4/14/2023, 06:36 PM |
Q4 2022 |
258 |
$492M |
+$130M |
-$63.4M |
+$66.6M |
AOM, AOR, CACG, AOA, MATX
|
Restatement |
1/26/2023, 03:18 PM |
Q3 2022 |
255 |
$395M |
+$26M |
-$39.1M |
-$13.1M |
CACG, AGG, MATX, JNK, MSFT
|
13F-HR |
10/20/2022, 10:46 AM |
Q2 2022 |
263 |
$435M |
+$53.2M |
-$55M |
-$1.75M |
CACG, MATX, JNK, VOO, MSFT
|
13F-HR |
7/12/2022, 09:32 AM |
Q1 2022 |
266 |
$511M |
+$54.3M |
-$112M |
-$58M |
CACG, MATX, VOO, VTI, JNK
|
13F-HR |
4/11/2022, 03:02 PM |
Q4 2021 |
292 |
$589M |
+$55.1M |
-$95.8M |
-$40.8M |
CACG, VTI, AGG, EFA, MATX
|
13F-HR |
1/21/2022, 06:10 PM |
Q3 2021 |
289 |
$585M |
+$36.3M |
-$58.8M |
-$22.5M |
CACG, VTI, VOO, LVHD, MATX
|
13F-HR |
10/12/2021, 02:25 PM |
Q2 2021 |
299 |
$609M |
+$63.2M |
-$82.4M |
-$19.2M |
CACG, VTI, VOO, LVHD, AGG
|
13F-HR |
7/19/2021, 03:40 PM |
Q1 2021 |
305 |
$594M |
+$28.3M |
-$68.6M |
-$40.3M |
CACG, VTI, LVHD, VOO, JNK
|
13F-HR |
4/22/2021, 08:13 PM |
Q4 2020 |
311 |
$603M |
+$20M |
-$37.2M |
-$17.2M |
VTI, CACG, LVHD, VOO, JNK
|
13F-HR |
1/15/2021, 08:08 AM |
Q3 2020 |
303 |
$557M |
+$66.2M |
-$78.3M |
-$12.1M |
VTI, CACG, LVHD, VOO, JNK
|
13F-HR |
10/15/2020, 03:24 PM |
Q2 2020 |
315 |
$545M |
+$45.7M |
-$82.1M |
-$36.3M |
VTI, CACG, WBND, IWB, MSFT
|
13F-HR |
7/8/2020, 06:47 PM |
Q1 2020 |
747 |
$502M |
+$78.1M |
-$90.2M |
-$12.1M |
VTI, CACG, WBND, IWB, AGG
|
13F-HR |
4/16/2020, 01:24 PM |
Q4 2019 |
345 |
$636M |
+$28.3M |
-$47.1M |
-$18.8M |
VTI, CACG, WBND, VEA, BND
|
13F-HR |
1/17/2020, 10:00 AM |
Q3 2019 |
359 |
$613M |
+$85.6M |
-$68.1M |
+$17.5M |
VTI, CACG, WBND, BND, VEA
|
13F-HR |
10/9/2019, 12:30 PM |
Q2 2019 |
346 |
$592M |
$0 |
$0 |
|
VTI, VEA, BND, MSFT, CACG
|
13F-HR |
7/23/2019, 04:50 PM |