Q3 2024 |
151 |
$516M |
+$26.8M |
-$13.1M |
+$13.7M |
VUG, IVV, IUSB, AAPL, VTV
|
13F-HR |
10/7/2024, 01:45 PM |
Q2 2024 |
145 |
$476M |
+$34.7M |
-$20.5M |
+$14.1M |
VUG, IVV, IUSB, AAPL, VTV
|
13F-HR |
8/13/2024, 06:18 PM |
Q1 2024 |
150 |
$449M |
+$49.7M |
-$24.8M |
+$25M |
VUG, IVV, IUSB, AAPL, VTV
|
13F-HR |
4/12/2024, 02:18 PM |
Q4 2023 |
135 |
$410M |
+$43.5M |
-$35.5M |
+$8M |
AAPL, VUG, VTV, IUSB, IVV
|
13F-HR |
1/11/2024, 01:47 PM |
Q3 2023 |
131 |
$364M |
+$67.1M |
-$53.3M |
+$13.8M |
AAPL, VUG, VTV, IUSB, IVV
|
13F-HR |
10/10/2023, 09:37 PM |
Q2 2023 |
133 |
$369M |
+$62.1M |
-$38M |
+$24.1M |
AAPL, VTV, VUG, IWV, IUSB
|
13F-HR |
7/13/2023, 09:50 PM |
Q1 2023 |
124 |
$321M |
+$24.1M |
-$18.1M |
+$5.96M |
AAPL, VTV, VUG, IEFA, ESGV
|
13F-HR |
4/11/2023, 03:31 PM |
Q4 2022 |
110 |
$292M |
+$6.27M |
-$14.6M |
-$8.34M |
VTV, AAPL, IEFA, VUG, ESGV
|
13F-HR |
1/18/2023, 05:37 PM |
Q3 2022 |
109 |
$286M |
+$13.1M |
-$3.08M |
+$10M |
AAPL, VTV, VUG, IEFA, AGG
|
13F-HR |
10/11/2022, 07:53 PM |
Q2 2022 |
109 |
$294M |
+$33.5M |
-$5.45M |
+$28.1M |
AAPL, VTV, IEFA, VUG, ESGV
|
13F-HR |
7/8/2022, 06:04 PM |
Q1 2022 |
113 |
$320M |
+$27.7M |
-$16.2M |
+$11.5M |
AAPL, VTV, IEFA, VUG, AGG
|
13F-HR |
4/18/2022, 08:13 PM |
Q4 2021 |
122 |
$331M |
+$15.3M |
-$8.69M |
+$6.58M |
AAPL, VTV, IEFA, VUG, AGG
|
13F-HR |
1/31/2022, 03:26 PM |
Q3 2021 |
120 |
$298M |
+$12.8M |
-$9.17M |
+$3.68M |
AAPL, VTV, IEFA, VUG, AGG
|
13F-HR |
10/28/2021, 03:45 PM |
Q2 2021 |
123 |
$295M |
+$14.9M |
-$11.3M |
+$3.57M |
AAPL, VTV, IEFA, VUG, AGG
|
13F-HR |
8/13/2021, 02:19 PM |
Q1 2021 |
120 |
$273M |
+$35.8M |
-$17.2M |
+$18.6M |
AAPL, VTV, IEFA, AGG, VUG
|
13F-HR |
4/19/2021, 09:31 AM |
Q4 2020 |
114 |
$246M |
+$59.8M |
-$13.3M |
+$46.5M |
AAPL, VTV, IEFA, AGG, SCHG
|
13F-HR |
1/27/2021, 05:22 PM |
Q3 2020 |
105 |
$177M |
+$24.1M |
-$5.25M |
+$18.8M |
VTV, IEFA, SPYG, SCHG, AGG
|
13F-HR |
11/13/2020, 01:19 PM |
Q2 2020 |
97 |
$153M |
+$7.61M |
-$3.42M |
+$4.19M |
VTV, IEFA, SCHG, SPYG, AGG
|
13F-HR |
7/16/2020, 04:46 PM |
Q1 2020 |
95 |
$133M |
+$17.2M |
-$14.7M |
+$2.52M |
VTV, SCHG, IEFA, SPYG, SCHV
|
13F-HR |
4/23/2020, 05:04 PM |
Q4 2019 |
116 |
$152M |
$0 |
$0 |
|
SCHV, IEFA, SCHG, VTV, AGG
|
13F-HR |
4/23/2020, 05:01 PM |