Q3 2024 |
105 |
$386M |
+$13.8M |
-$8.67M |
+$5.16M |
SPTM, AGG, NTSX, VXUS, VTI
|
13F-HR |
10/10/2024, 03:14 PM |
Q2 2024 |
102 |
$362M |
+$8.99M |
-$2.32M |
+$6.68M |
SPTM, AGG, NTSX, VXUS, VOO
|
13F-HR |
7/17/2024, 08:07 PM |
Q1 2024 |
102 |
$350M |
+$61.2M |
-$31.9M |
+$29.2M |
SPTM, AGG, NTSX, VXUS, VOO
|
13F-HR |
4/25/2024, 04:22 PM |
Q4 2023 |
94 |
$302M |
+$64.6M |
-$5.18M |
+$59.4M |
SPTM, AGG, VOO, VXUS, SSO
|
13F-HR |
1/17/2024, 07:31 PM |
Q3 2023 |
91 |
$221M |
+$44.8M |
-$10M |
+$34.8M |
SPTM, VOO, AGG, VXUS, SSO
|
13F-HR |
10/25/2023, 04:37 PM |
Q2 2023 |
76 |
$193M |
+$62.4M |
-$31.2M |
+$31.3M |
SPTM, VOO, VXUS, SSO, NTSX
|
13F-HR |
7/12/2023, 11:20 AM |
Q1 2023 |
60 |
$151M |
+$28M |
-$29.2M |
-$1.14M |
SPTM, VOO, VTI, DGRO, MMTM
|
13F-HR |
4/27/2023, 02:10 PM |
Q4 2022 |
75 |
$148M |
+$23.6M |
-$47M |
-$23.5M |
SPTM, VOO, DGRO, MMTM, UNP
|
13F-HR |
2/14/2023, 04:31 PM |
Q3 2022 |
478 |
$162M |
+$4.84M |
-$11.4M |
-$6.55M |
SPTM, TIP, VOO, TFLO, BSV
|
13F-HR |
11/9/2022, 01:02 PM |
Q2 2022 |
463 |
$179M |
+$29.5M |
-$50.6M |
-$21.1M |
SPTM, TIP, VOO, TFLO, BSV
|
13F-HR |
7/28/2022, 03:26 PM |
Q1 2022 |
469 |
$232M |
+$48.3M |
-$36.1M |
+$12.3M |
SPTM, VOO, TIP, VTI, DGRO
|
13F-HR |
5/5/2022, 12:41 PM |
Q4 2021 |
462 |
$231M |
+$50.1M |
-$7.16M |
+$42.9M |
SPTM, VTI, VOO, TLT, DGRO
|
13F-HR |
1/18/2022, 04:30 PM |
Q3 2021 |
403 |
$175M |
+$28.9M |
-$33.8M |
-$4.84M |
SPTM, VOO, VTI, DGRO, MTUM
|
13F-HR |
10/19/2021, 11:09 AM |
Q2 2021 |
400 |
$182M |
+$31.3M |
-$20.7M |
+$10.7M |
SPTM, VOO, ITOT, VTI, DGRO
|
13F-HR |
7/19/2021, 06:07 PM |
Q1 2021 |
359 |
$161M |
+$62.5M |
-$34.7M |
+$27.8M |
SPTM, ITOT, VTI, VOO, SCZ
|
13F-HR |
5/5/2021, 12:12 PM |
Q4 2020 |
354 |
$127M |
+$10.8M |
-$6.93M |
+$3.9M |
VOO, SCZ, VTI, SPTM, ACWV
|
13F-HR |
1/14/2021, 03:53 PM |
Q3 2020 |
334 |
$107M |
+$32.4M |
-$4.19M |
+$28.2M |
VOO, SCZ, VTI, SPTM, ACWV
|
13F-HR |
11/12/2020, 06:32 PM |
Q2 2020 |
67 |
$76.2M |
+$32.8M |
-$15.3M |
+$17.6M |
VOO, VTI, SPTM, ACWV, UNP
|
13F-HR |
8/14/2020, 05:09 PM |
Q1 2020 |
50 |
$53M |
+$15.3M |
-$59.4M |
-$44.1M |
SPTM, ACWV, VXUS, UNP, SH
|
13F-HR |
5/14/2020, 07:05 PM |
Q4 2019 |
76 |
$105M |
$0 |
$0 |
|
VOO, SPTM, MTUM, SPAB, UNP
|
13F-HR |
2/11/2020, 05:16 PM |