Q3 2024 |
77 |
$120M |
+$11.8M |
-$5.65M |
+$6.17M |
DGRO, DFAC, IJH, IJR, DFIC
|
13F-HR |
11/12/2024, 03:07 PM |
Q2 2024 |
72 |
$107M |
+$11.2M |
-$3.2M |
+$8.04M |
DGRO, DFAC, IJH, IJR, DFIC
|
13F-HR |
8/14/2024, 10:10 AM |
Q1 2024 |
70 |
$102M |
+$23.4M |
-$21.2M |
+$2.22M |
DGRO, DFAC, IJH, IJR, DFIC
|
13F-HR |
5/10/2024, 10:18 AM |
Q4 2023 |
64 |
$100M |
+$10.7M |
-$15.1M |
-$4.46M |
HDV, DFAC, IJH, IBTE, IJR
|
13F-HR |
2/6/2024, 01:45 PM |
Q3 2023 |
61 |
$97M |
+$2.64M |
-$4.35M |
-$1.7M |
IBTD, HDV, DFAC, IJH, IJR
|
13F-HR |
11/13/2023, 01:52 PM |
Q2 2023 |
62 |
$102M |
+$4.4M |
-$2.07M |
+$2.33M |
IBTD, HDV, IJH, DFAC, IJR
|
13F-HR |
8/9/2023, 04:37 PM |
Q1 2023 |
63 |
$97.2M |
+$17.7M |
-$10.4M |
+$7.32M |
IBTD, HDV, IJH, DFAC, IJR
|
13F-HR |
5/4/2023, 04:09 PM |
Q4 2022 |
123 |
$87M |
+$18M |
-$3.07M |
+$15M |
IBTD, IJH, HDV, IJR, VTIP
|
13F-HR |
2/14/2023, 05:42 PM |
Q3 2022 |
51 |
$66.4M |
+$7.2M |
-$2.91M |
+$4.29M |
VTIP, IJH, HDV, IJR, VTI
|
13F-HR |
11/14/2022, 03:55 PM |
Q2 2022 |
53 |
$67M |
+$31.4M |
-$1.83M |
+$29.5M |
VTIP, IJH, IJR, VTI, ITOT
|
13F-HR |
8/12/2022, 11:34 AM |
Q1 2022 |
35 |
$43.7M |
+$5.59M |
-$42.7M |
-$37.1M |
IJR, IJH, VTIP, VIG, ITOT
|
13F-HR |
5/16/2022, 05:29 PM |
Q4 2021 |
71 |
$82.1M |
+$49.4M |
-$3.54M |
+$45.9M |
ITOT, IJR, PFF, IJH, DGRO
|
13F-HR |
2/14/2022, 05:07 PM |
Q3 2021 |
37 |
$33.6M |
+$1.26M |
-$217M |
-$216M |
IJR, BSV, MSFT, IJH, ITOT
|
13F-HR |
11/9/2021, 12:35 PM |
Q2 2021 |
135 |
$251M |
+$56.1M |
-$5.02M |
+$51.1M |
FBND, SCHX, IUSV, ITOT, MINT
|
13F-HR |
8/4/2021, 01:06 PM |
Q1 2021 |
127 |
$191M |
+$27.4M |
-$15.1M |
+$12.3M |
ITOT, IUSV, IJR, MINT, VIG
|
13F-HR |
5/14/2021, 11:41 AM |
Q4 2020 |
122 |
$169M |
+$27.3M |
-$5.14M |
+$22.1M |
ITOT, BND, IJR, VIG, IUSV
|
13F-HR |
2/12/2021, 08:23 AM |
Q3 2020 |
111 |
$136M |
+$28.5M |
-$5.66M |
+$22.9M |
BND, ITOT, IJR, VIG, PFF
|
13F-HR |
11/12/2020, 12:18 PM |
Q2 2020 |
105 |
$110M |
+$11.2M |
-$3.8M |
+$7.43M |
ITOT, VYM, IJR, PFF, MSFT
|
13F-HR |
7/31/2020, 11:48 AM |
Q1 2020 |
90 |
$89.3M |
+$5.6M |
-$11.5M |
-$5.92M |
ITOT, VYM, PFF, IJR, VNQ
|
13F-HR |
4/27/2020, 02:55 PM |
Q4 2019 |
109 |
$118M |
$0 |
$0 |
|
ITOT, PFF, VYM, IJR, VNQ
|
13F-HR |
2/21/2020, 10:36 AM |