| Q4 2025 |
68 |
$238,502,537 |
+$18,367,174 |
-$4,661,566 |
+$13,705,608 |
VEA, VGSH, VTI, VWO, VCIT
|
13F-HR |
12 Jan 2026, 13:47 |
| Q3 2025 |
66 |
$221,558,558 |
+$5,720,417 |
-$1,514,612 |
+$4,205,805 |
VEA, VGSH, VTI, VWO, VCIT
|
13F-HR |
16 Oct 2025, 12:45 |
| Q2 2025 |
68 |
$207,246,141 |
+$7,763,985 |
-$3,637,238 |
+$4,126,747 |
VEA, VGSH, VTI, VCSH, VCIT
|
13F-HR |
14 Jul 2025, 19:46 |
| Q1 2025 |
110 |
$192,029,213 |
+$2,756,221 |
-$2,592,269 |
+$163,952 |
VEA, VGSH, VTI, VCSH, VCIT
|
13F-HR |
21 Apr 2025, 19:00 |
| Q4 2024 |
81 |
$190,079,808 |
+$7,464,368 |
-$2,586,524 |
+$4,877,844 |
VGSH, VEA, VTI, VCSH, VCIT
|
13F-HR |
14 Jan 2025, 19:45 |
| Q3 2024 |
75 |
$195,584,024 |
+$7,794,246 |
-$1,085,398 |
+$6,708,848 |
VEA, VGSH, VTI, VWO, VCSH
|
13F-HR |
16 Oct 2024, 19:33 |
| Q2 2024 |
70 |
$178,979,679 |
+$7,144,956 |
-$1,200,885 |
+$5,944,071 |
VEA, VGSH, VTI, VCSH, VCIT
|
13F-HR |
25 Jul 2024, 18:53 |
| Q1 2024 |
70 |
$172,489,773 |
+$6,704,303 |
-$3,417,744 |
+$3,286,559 |
VEA, VGSH, VTI, VCSH, VCIT
|
13F-HR |
16 Apr 2024, 13:37 |
| Q4 2023 |
156 |
$163,269,388 |
+$5,154,116 |
-$3,581,113 |
+$1,573,003 |
VEA, VGSH, VTI, VCIT, VCSH
|
13F-HR |
22 Jan 2024, 21:04 |
| Q3 2023 |
86 |
$151,318,049 |
+$5,793,184 |
-$4,087,397 |
+$1,705,787 |
VGSH, VEA, VTI, VCSH, VCIT
|
13F-HR |
30 Oct 2023, 20:49 |
| Q2 2023 |
72 |
$154,078,772 |
+$1,947,448 |
-$4,958,990 |
-$3,011,542 |
VEA, VGSH, VTI, VCIT, VCSH
|
13F-HR |
31 Jul 2023, 11:04 |
| Q1 2023 |
73 |
$154,081,949 |
+$2,233,457 |
-$2,540,804 |
-$307,347 |
VEA, VGSH, VTI, VCIT, VCSH
|
13F-HR |
21 Apr 2023, 15:27 |
| Q4 2022 |
78 |
$148,496,841 |
+$11,469,136 |
-$8,199,200 |
+$3,269,936 |
VEA, VGSH, VTI, VCIT, VCSH
|
13F-HR |
24 Jan 2023, 13:27 |
| Q3 2022 |
64 |
$137,042,000 |
+$15,768,987 |
-$12,027,931 |
+$3,741,056 |
VEA, VGSH, VTI, VCSH, VCIT
|
13F-HR |
14 Nov 2022, 14:56 |
| Q2 2022 |
55 |
$143,110,000 |
+$12,905,167 |
-$15,663,360 |
-$2,758,193 |
VGSH, VEA, VTI, VCSH, VCIT
|
13F-HR |
16 Aug 2022, 19:21 |
| Q1 2022 |
1,207 |
$161,187,000 |
+$11,757,666 |
-$12,363,397 |
-$605,731 |
VGSH, VEA, VTI, VCIT, VCSH
|
13F-HR |
10 May 2022, 16:02 |
| Q4 2021 |
72 |
$170,672,000 |
+$11,758,505 |
-$9,851,048 |
+$1,907,457 |
VGSH, VTI, VEA, VCIT, VCSH
|
13F-HR |
25 Jan 2022, 17:10 |
| Q3 2021 |
357 |
$164,280,000 |
+$9,367,210 |
-$1,095,711 |
+$8,271,499 |
VGSH, VEA, VTI, VCIT, VCSH
|
13F-HR |
26 Oct 2021, 13:01 |
| Q2 2021 |
93 |
$158,041,000 |
+$9,705,494 |
-$12,615,336 |
-$2,909,842 |
VGSH, VEA, VTI, VCIT, VWO
|
13F-HR |
27 Jul 2021, 12:05 |
| Q1 2021 |
88 |
$154,030,000 |
+$23,974,104 |
-$1,256,228 |
+$22,717,876 |
VGSH, VEA, VTI, VCIT, VCSH
|
13F-HR |
20 Apr 2021, 12:47 |
| Q4 2020 |
51 |
$127,112,000 |
+$1,660,603 |
-$1,873,672 |
-$213,069 |
VGSH, VEA, VTI, VCIT, VCSH
|
13F-HR |
27 Jan 2021, 13:14 |
| Q3 2020 |
67 |
$118,307,000 |
+$1,845,767 |
-$3,188,818 |
-$1,343,051 |
VGSH, VEA, VTI, VCIT, VCSH
|
13F-HR |
18 Nov 2020, 17:27 |
| Q2 2020 |
53 |
$115,329,000 |
+$8,443,317 |
-$1,076,757 |
+$7,366,560 |
VGSH, VEA, VTI, VCIT, VCSH
|
13F-HR |
18 Nov 2020, 17:21 |
| Q1 2020 |
55 |
$97,522,000 |
+$3,549,022 |
-$7,895,786 |
-$4,346,764 |
VGSH, VEA, VCSH, VCIT, VTI
|
13F-HR |
18 Nov 2020, 17:16 |
| Q4 2019 |
214 |
$117,692,000 |
$0 |
$0 |
$0 |
VGSH, VEA, VCSH, SPY, VCIT
|
13F-HR |
18 Nov 2020, 17:11 |