| Q4 2023 |
53 |
$892M |
+$52.9M |
-$2.89M |
+$50M |
VOO, VTI, VTEB, DFAC, IUSB
|
13F-HR |
2/5/2024, 02:07 PM |
| Q3 2023 |
53 |
$775M |
+$76.7M |
-$26.9M |
+$49.8M |
VOO, VTI, DFAC, VTEB, IUSB
|
13F-HR |
11/8/2023, 10:56 AM |
| Q2 2023 |
71 |
$751M |
+$55.9M |
-$1.39M |
+$54.5M |
VOO, VTI, DFAC, VTEB, IUSB
|
13F-HR |
8/1/2023, 02:12 PM |
| Q1 2023 |
69 |
$675M |
+$12.8M |
-$24.6M |
-$11.8M |
VOO, DFAC, VTEB, VTI, IUSB
|
13F-HR |
5/10/2023, 03:08 PM |
| Q4 2022 |
68 |
$654M |
+$136M |
-$37.6M |
+$98.8M |
VOO, VTEB, DFAC, VTI, IUSB
|
13F-HR |
2/6/2023, 06:06 PM |
| Q3 2022 |
41 |
$518M |
+$27.6M |
-$5.41M |
+$22.2M |
VOO, VTEB, IUSB, VTI, DFAC
|
13F-HR |
10/24/2022, 02:09 PM |
| Q2 2022 |
41 |
$529M |
+$70.3M |
-$27.3M |
+$43.1M |
VOO, VTEB, IUSB, VTI, SPDW
|
13F-HR |
7/22/2022, 04:18 PM |
| Q1 2022 |
40 |
$556M |
+$68.6M |
-$7.63M |
+$60.9M |
VOO, IUSB, VTI, SPDW, DFAC
|
13F-HR |
5/4/2022, 01:24 PM |
| Q4 2021 |
34 |
$524M |
+$60.4M |
-$3.27M |
+$57.1M |
VOO, IUSB, VTI, DFAC, SPDW
|
13F-HR |
2/11/2022, 03:51 PM |
| Q3 2021 |
34 |
$450M |
+$78.1M |
-$145K |
+$78M |
VOO, IUSB, VTI, DFAC, SPDW
|
13F-HR |
11/15/2021, 01:59 PM |
| Q2 2021 |
24 |
$377M |
+$91.6M |
-$2.29M |
+$89.3M |
VOO, IUSB, VTI, DFAC, SPDW
|
13F-HR |
8/3/2021, 04:37 PM |
| Q1 2021 |
22 |
$276M |
+$34M |
-$2.78M |
+$31.2M |
VOO, IUSB, VTI, VXUS, SPDW
|
13F-HR |
4/23/2021, 12:55 PM |
| Q4 2020 |
25 |
$237M |
+$36.5M |
-$1M |
+$35.5M |
VTI, VOO, IUSB, VXUS, SPDW
|
13F-HR |
2/19/2021, 03:56 PM |
| Q3 2020 |
27 |
$184M |
+$44.5M |
-$6.43M |
+$38.1M |
VTI, IUSB, VOO, VXUS, VTEB
|
13F-HR |
10/27/2020, 12:33 PM |
| Q2 2020 |
30 |
$140M |
+$24.6M |
-$45.7M |
-$21.1M |
VTI, IUSB, VXUS, VTEB, IXUS
|
13F-HR |
8/3/2020, 03:09 PM |
| Q1 2020 |
33 |
$146M |
+$13.7M |
-$7.59M |
+$6.11M |
VTI, VXUS, IUSB, SPLG, VTEB
|
13F-HR |
4/28/2020, 03:36 PM |
| Q4 2019 |
32 |
$163M |
$0 |
$0 |
|
VTI, VXUS, SPLG, IUSB, VTEB
|
13F-HR |
3/12/2020, 03:28 PM |