Q3 2024 |
33 |
$170M |
+$8.21M |
-$1.88M |
+$6.33M |
VONE, VEU, BND, VOO, IVV
|
13F-HR |
10/15/2024, 10:08 AM |
Q2 2024 |
32 |
$155M |
+$5.08M |
-$3.12M |
+$1.96M |
VONE, VEU, BND, VOO, IVV
|
13F-HR |
7/15/2024, 02:26 PM |
Q1 2024 |
32 |
$150M |
+$10.4M |
-$2.16M |
+$8.21M |
VONE, VEU, BND, VOO, IVV
|
13F-HR |
4/12/2024, 02:05 PM |
Q4 2023 |
35 |
$134M |
+$33.7M |
-$6.82M |
+$26.9M |
VONE, VEU, BND, VOO, IVV
|
13F-HR |
1/19/2024, 10:14 AM |
Q3 2023 |
29 |
$97.9M |
+$15.7M |
-$411K |
+$15.3M |
VONE, VEU, VOO, IVV, VTEB
|
13F-HR |
10/10/2023, 04:10 PM |
Q2 2023 |
28 |
$86.2M |
+$4.3M |
-$2.64M |
+$1.66M |
VONE, VEU, VOO, IVV, VTEB
|
13F-HR |
7/24/2023, 10:41 AM |
Q1 2023 |
26 |
$80.4M |
+$5.05M |
-$14.8M |
-$9.74M |
VEU, VONE, VOO, VTEB, IVV
|
13F-HR |
4/18/2023, 12:01 PM |
Q4 2022 |
26 |
$85.9M |
+$20.8M |
-$8.96M |
+$11.9M |
VEU, VONE, BND, VOO, VTEB
|
13F-HR |
1/11/2023, 03:25 PM |
Q3 2022 |
27 |
$68M |
+$37.6M |
-$66.9M |
-$29.3M |
VONE, VEU, VOO, IVV, EFA
|
13F-HR |
10/7/2022, 10:13 AM |
Q2 2022 |
29 |
$103M |
+$8.62M |
-$12M |
-$3.34M |
VGSH, VOO, SCHF, IVV, VEA
|
13F-HR |
7/12/2022, 02:06 PM |
Q1 2022 |
31 |
$114M |
+$44.4M |
-$14.4M |
+$30M |
VGSH, VOO, SCHF, IVV, EFA
|
13F-HR |
4/14/2022, 01:25 PM |
Q4 2021 |
50 |
$97.4M |
$0 |
$0 |
|
VOO, SCHF, IVV, SCHE, EFA
|
13F-HR |
2/3/2022, 12:38 PM |