Q2 2024 |
75 |
$170M |
+$10.9M |
-$6.52M |
+$4.37M |
AGG, VOO, VXUS, SFM, SLQD
|
13F-HR |
8/12/2024, 02:55 PM |
Q1 2024 |
75 |
$165M |
+$13.2M |
-$17.9M |
-$4.65M |
AGG, VOO, VXUS, SLQD, SFM
|
13F-HR |
4/30/2024, 09:03 AM |
Q4 2023 |
80 |
$160M |
+$25.9M |
-$9.92M |
+$16M |
AGG, VOO, BIL, VXUS, SFM
|
13F-HR |
2/6/2024, 08:44 AM |
Q3 2023 |
68 |
$133M |
+$7.83M |
-$8.87M |
-$1.04M |
BIL, VXUS, VOO, AGG, SFM
|
13F-HR |
11/13/2023, 09:38 AM |
Q2 2023 |
75 |
$137M |
+$13.7M |
-$7.15M |
+$6.56M |
BIL, VOO, VXUS, AGG, SFM
|
13F-HR |
8/18/2023, 11:11 AM |
Q1 2023 |
82 |
$128M |
+$16.8M |
-$3.55M |
+$13.2M |
VOO, VXUS, AGG, SFM, VWO
|
13F-HR |
5/5/2023, 12:09 PM |
Q4 2022 |
78 |
$110M |
+$2.67M |
-$15.3M |
-$12.7M |
VOO, VXUS, AGG, SFM, SPYD
|
13F-HR |
2/8/2023, 02:55 PM |
Q3 2022 |
77 |
$113M |
+$7.65M |
-$4.64M |
+$3.02M |
VOO, VXUS, AGG, SFM, VWO
|
13F-HR |
11/22/2022, 12:27 PM |
Q2 2022 |
78 |
$118M |
$0 |
$0 |
|
VOO, VXUS, AGG, VWO, SPYD
|
13F-HR |
8/8/2022, 11:44 AM |