| Q2 2024 |
122 |
$353M |
+$146M |
-$197M |
-$51.4M |
IUSG, IUSV, FVD, LMBS, IJH
|
13F-HR |
8/13/2024, 03:59 PM |
| Q1 2024 |
141 |
$403M |
+$208M |
-$148M |
+$60.1M |
VUG, VTV, IJH, IEFA, IUSG
|
13F-HR |
5/3/2024, 08:14 PM |
| Q4 2023 |
122 |
$340M |
+$3.32M |
-$4.56M |
-$1.24M |
IUSG, IUSV, FVD, LMBS, BND
|
13F-HR |
2/6/2024, 05:28 PM |
| Q3 2023 |
117 |
$317M |
+$8.53M |
-$3.77M |
+$4.76M |
IUSG, IUSV, LMBS, FVD, FTGC
|
13F-HR |
11/14/2023, 08:14 PM |
| Q2 2023 |
117 |
$322M |
+$169M |
$0 |
+$169M |
IUSG, IUSV, LMBS, FVD, BND
|
13F-HR |
8/14/2023, 12:49 PM |
| Q1 2023 |
76 |
$148M |
+$8.56M |
-$2.58M |
+$5.98M |
IUSG, IUSV, LMBS, FVD, VCIT
|
13F-HR |
5/15/2023, 04:12 PM |
| Q3 2022 |
68 |
$131M |
+$3.41M |
-$1.31M |
+$2.11M |
LMBS, IUSG, FVD, IUSV, FTGC
|
13F-HR |
10/14/2022, 05:18 PM |
| Q2 2022 |
68 |
$136M |
+$904K |
-$154M |
-$153M |
LMBS, FVD, IUSG, IUSV, FTGC
|
13F-HR |
8/3/2022, 05:47 PM |
| Q1 2022 |
119 |
$324M |
+$173M |
-$1.33M |
+$171M |
IUSG, IUSV, FVD, LMBS, FTGC
|
13F-HR |
4/26/2022, 05:04 PM |
| Q4 2021 |
82 |
$157M |
+$6.07M |
-$159M |
-$153M |
IUSG, IUSV, FVD, LMBS, VCIT
|
13F-HR |
2/11/2022, 04:46 PM |
| Q3 2021 |
113 |
$295M |
+$159M |
-$6.02M |
+$153M |
IUSG, VCIT, IUSV, LMBS, BND
|
13F-HR |
11/12/2021, 10:04 AM |
| Q2 2021 |
77 |
$143M |
+$9.68M |
-$8.31M |
+$1.36M |
IUSG, VCIT, IUSV, BND, FVD
|
13F-HR |
7/29/2021, 04:16 PM |
| Q1 2021 |
75 |
$135M |
+$3.05M |
-$5.41M |
-$2.36M |
VCIT, IUSG, BND, IUSV, VUG
|
Restatement |
5/24/2021, 09:38 AM |
| Q4 2020 |
81 |
$134M |
+$3.57M |
-$7.41M |
-$3.84M |
VCIT, BND, IUSG, VUG, IUSV
|
13F-HR |
1/29/2021, 10:55 AM |
| Q3 2020 |
82 |
$125M |
+$1.78M |
-$16K |
+$1.76M |
VCIT, BND, IUSG, VUG, IUSV
|
13F-HR |
10/29/2020, 09:25 PM |
| Q2 2020 |
83 |
$206K |
$0 |
$0 |
|
QUAL
|
13F-HR |
8/6/2020, 07:48 PM |
| Q1 2020 |
69 |
$103M |
+$4.72M |
-$9.31M |
-$4.59M |
VCIT, BND, IUSG, VUG, TIP
|
13F-HR |
4/29/2020, 02:14 PM |
| Q4 2019 |
81 |
$127M |
$0 |
$0 |
|
VCIT, BND, VUG, IUSG, IUSV
|
13F-HR |
2/14/2020, 09:29 AM |