Q3 2024 |
6 |
$436M |
+$16.9M |
$0 |
+$16.9M |
SPY, IEF, AGG, NVDA, IEI
|
13F-HR |
10/28/2024, 02:25 PM |
Q2 2024 |
5 |
$400M |
+$19.5M |
$0 |
+$19.5M |
SPY, IEF, AGG, NVDA, IEI
|
13F-HR |
8/7/2024, 01:31 PM |
Q1 2024 |
4 |
$375M |
$0 |
$0 |
|
SPY, IEF, AGG, IEI
|
13F-HR |
5/6/2024, 11:10 AM |
Q4 2023 |
4 |
$362M |
+$99.6M |
-$64.4M |
+$35.2M |
SPY, IEF, AGG, IEI
|
13F-HR |
2/14/2024, 07:41 AM |
Q3 2023 |
4 |
$307M |
+$19.6M |
$0 |
+$19.6M |
AGG, IEF, SPY, IEI
|
13F-HR |
11/14/2023, 09:43 AM |
Q2 2023 |
4 |
$300M |
+$122M |
-$76.4M |
+$45.7M |
AGG, IEF, SPY, IEI
|
13F-HR |
8/11/2023, 04:40 PM |
Q1 2023 |
5 |
$258M |
+$25.6M |
-$89.4M |
-$63.8M |
AGG, SHY, IEF, IEI, COUR
|
13F-HR |
5/15/2023, 09:31 AM |
Q4 2022 |
5 |
$316M |
+$134M |
-$17.5M |
+$117M |
AGG, SHY, VTV, ACWI, IEI
|
13F-HR |
2/14/2023, 10:43 AM |
Q3 2022 |
4 |
$193M |
$0 |
-$25.9M |
-$25.9M |
SHY, VTV, ACWI, IEI
|
13F-HR |
11/14/2022, 09:50 AM |
Q2 2022 |
5 |
$228M |
+$170K |
-$103M |
-$103M |
SHY, ACWI, VTV, IEI, COUR
|
13F-HR |
8/15/2022, 10:26 AM |
Q1 2022 |
8 |
$347M |
+$106M |
-$28.3M |
+$77.6M |
SHY, ACWI, VTV, AGG, VDE
|
13F-HR |
5/16/2022, 08:56 AM |
Q4 2021 |
4 |
$281M |
$0 |
-$175M |
-$175M |
SHY, ACWI, AGG, IEI
|
13F-HR |
2/14/2022, 12:22 PM |
Q3 2021 |
8 |
$448M |
+$158M |
-$2.62M |
+$156M |
ACWI, SHY, AGG, UBER, IEI
|
13F-HR |
11/15/2021, 03:34 PM |
Q2 2021 |
8 |
$298M |
+$21.7M |
-$54.2M |
-$32.5M |
SHY, ACWI, UBER, AGG, IEI
|
13F-HR |
8/16/2021, 12:16 PM |
Q1 2021 |
6 |
$329M |
+$233M |
-$14.5M |
+$219M |
SHY, IEI, ACWI, UBER, AGG
|
13F-HR |
5/17/2021, 09:45 AM |
Q4 2020 |
3 |
$110M |
+$4.75M |
-$219M |
-$214M |
IEI, AGG, UBER
|
13F-HR |
2/16/2021, 09:51 AM |
Q3 2020 |
4 |
$318M |
+$185M |
-$688K |
+$185M |
IEI, AGG, ACWI, UBER
|
13F-HR |
11/16/2020, 12:30 PM |
Q2 2020 |
5 |
$131M |
+$14.1M |
$0 |
+$14.1M |
IEI, UBER, LVGO, CRWD, UPWK
|
13F-HR |
8/14/2020, 11:50 AM |
Q1 2020 |
2 |
$108M |
+$2.42M |
$0 |
+$2.42M |
IEI, UBER
|
13F-HR |
5/15/2020, 11:14 AM |
Q4 2019 |
2 |
$107M |
$0 |
$0 |
|
IEI, UBER
|
13F-HR |
2/14/2020, 03:52 PM |