Q3 2024 |
75 |
$218M |
+$10.7M |
-$3.15M |
+$7.51M |
FBND, BOND, IJR, JPST, JCPB
|
13F-HR |
10/28/2024, 12:00 PM |
Q2 2024 |
75 |
$200M |
+$19.1M |
-$6.31M |
+$12.8M |
BOND, FBND, JPST, IJR, JCPB
|
13F-HR |
7/11/2024, 11:17 AM |
Q1 2024 |
74 |
$186M |
+$12M |
-$5.89M |
+$6.15M |
BOND, FBND, IJR, JPST, SCHD
|
13F-HR |
4/17/2024, 10:55 AM |
Q4 2023 |
70 |
$173M |
+$10.6M |
-$7.23M |
+$3.35M |
BOND, JPST, FBND, IJR, SCHD
|
13F-HR |
1/18/2024, 04:14 PM |
Q3 2023 |
67 |
$158M |
+$17.6M |
-$8.72M |
+$8.89M |
BOND, JPST, IJR, FBND, SCHD
|
13F-HR |
10/13/2023, 04:39 PM |
Q2 2023 |
65 |
$154M |
+$4.86M |
-$5.23M |
-$367K |
JPST, BOND, IJR, SCHD, PG
|
13F-HR |
7/21/2023, 03:30 PM |
Q1 2023 |
64 |
$151M |
+$3.83M |
-$11.2M |
-$7.32M |
JPST, BOND, IJR, SCHD, PG
|
13F-HR |
4/14/2023, 03:07 PM |
Q4 2022 |
62 |
$153M |
+$10.5M |
-$19.7M |
-$9.26M |
JPST, BOND, IJR, SCHD, PG
|
13F-HR |
1/13/2023, 05:09 PM |
Q3 2022 |
181 |
$156M |
+$8.38M |
-$8.9M |
-$521K |
JPST, BOND, IJR, MINT, VUSB
|
13F-HR |
10/17/2022, 12:00 PM |
Q2 2022 |
179 |
$164M |
+$3.83M |
-$6.71M |
-$2.88M |
BOND, JPST, MINT, IJR, VUSB
|
13F-HR |
7/12/2022, 05:06 PM |
Q1 2022 |
177 |
$185M |
+$14.9M |
-$10.6M |
+$4.28M |
BOND, JPST, MINT, IJR, VUSB
|
Restatement |
4/18/2022, 01:22 PM |
Q4 2021 |
183 |
$194M |
+$13.5M |
-$4.65M |
+$8.88M |
BOND, MINT, JPST, VUSB, IJR
|
13F-HR |
1/14/2022, 12:09 PM |
Q3 2021 |
186 |
$178M |
+$9.37M |
-$2.59M |
+$6.78M |
MINT, BOND, JPST, TOTL, IJR
|
13F-HR |
10/7/2021, 12:37 PM |
Q2 2021 |
187 |
$171M |
+$12.4M |
-$7.51M |
+$4.92M |
MINT, BOND, JPST, TOTL, IJR
|
13F-HR |
7/9/2021, 11:47 AM |
Q1 2021 |
168 |
$161M |
+$8.81M |
-$4.35M |
+$4.46M |
BOND, MINT, JPST, TOTL, IJR
|
13F-HR |
4/8/2021, 02:15 PM |
Q4 2020 |
161 |
$153M |
+$10.4M |
-$10.9M |
-$530K |
BOND, MINT, JPST, TOTL, USMV
|
13F-HR |
1/11/2021, 11:06 AM |
Q3 2020 |
158 |
$144M |
+$6.91M |
-$7.23M |
-$315K |
BOND, TOTL, MINT, JPST, ACWV
|
13F-HR |
10/5/2020, 03:26 PM |
Q2 2020 |
162 |
$140M |
+$11.6M |
-$23.3M |
-$11.7M |
BOND, TOTL, MINT, JPST, ACWV
|
13F-HR |
7/6/2020, 12:20 PM |
Q1 2020 |
168 |
$139M |
+$3.19M |
-$1.69M |
+$1.5M |
BOND, TOTL, MINT, JPST, VCSH
|
13F-HR |
4/3/2020, 03:04 PM |
Q4 2019 |
159 |
$157M |
$0 |
$0 |
|
BOND, TOTL, MINT, JPST, VCSH
|
13F-HR |
1/27/2020, 12:33 PM |