Q3 2024 |
75 |
$196M |
+$7.79M |
-$1.09M |
+$6.71M |
VEA, VGSH, VTI, VWO, VCSH
|
13F-HR |
10/16/2024, 07:33 PM |
Q2 2024 |
70 |
$179M |
+$7.14M |
-$1.2M |
+$5.94M |
VEA, VGSH, VTI, VCSH, VCIT
|
13F-HR |
7/25/2024, 06:53 PM |
Q1 2024 |
70 |
$172M |
+$6.7M |
-$3.42M |
+$3.29M |
VEA, VGSH, VTI, VCSH, VCIT
|
13F-HR |
4/16/2024, 01:37 PM |
Q4 2023 |
156 |
$163M |
+$5.15M |
-$3.58M |
+$1.57M |
VEA, VGSH, VTI, VCIT, VCSH
|
13F-HR |
1/22/2024, 09:04 PM |
Q3 2023 |
86 |
$151M |
+$5.79M |
-$4.09M |
+$1.71M |
VGSH, VEA, VTI, VCSH, VCIT
|
13F-HR |
10/30/2023, 08:49 PM |
Q2 2023 |
72 |
$154M |
+$1.95M |
-$4.96M |
-$3.01M |
VEA, VGSH, VTI, VCIT, VCSH
|
13F-HR |
7/31/2023, 11:04 AM |
Q1 2023 |
73 |
$154M |
+$2.23M |
-$2.54M |
-$307K |
VEA, VGSH, VTI, VCIT, VCSH
|
13F-HR |
4/21/2023, 03:27 PM |
Q4 2022 |
78 |
$148M |
+$11.5M |
-$8.2M |
+$3.27M |
VEA, VGSH, VTI, VCIT, VCSH
|
13F-HR |
1/24/2023, 01:27 PM |
Q3 2022 |
64 |
$137M |
+$15.8M |
-$12M |
+$3.74M |
VEA, VGSH, VTI, VCSH, VCIT
|
13F-HR |
11/14/2022, 02:56 PM |
Q2 2022 |
55 |
$143M |
+$12.9M |
-$15.7M |
-$2.76M |
VGSH, VEA, VTI, VCSH, VCIT
|
13F-HR |
8/16/2022, 07:21 PM |
Q1 2022 |
1,207 |
$161M |
+$11.8M |
-$12.4M |
-$606K |
VGSH, VEA, VTI, VCIT, VCSH
|
13F-HR |
5/10/2022, 04:02 PM |
Q4 2021 |
72 |
$171M |
+$11.8M |
-$9.85M |
+$1.91M |
VGSH, VTI, VEA, VCIT, VCSH
|
13F-HR |
1/25/2022, 05:10 PM |
Q3 2021 |
357 |
$164M |
+$9.37M |
-$1.1M |
+$8.27M |
VGSH, VEA, VTI, VCIT, VCSH
|
13F-HR |
10/26/2021, 01:01 PM |
Q2 2021 |
93 |
$158M |
+$9.71M |
-$12.6M |
-$2.91M |
VGSH, VEA, VTI, VCIT, VWO
|
13F-HR |
7/27/2021, 12:05 PM |
Q1 2021 |
88 |
$154M |
+$24M |
-$1.26M |
+$22.7M |
VGSH, VEA, VTI, VCIT, VCSH
|
13F-HR |
4/20/2021, 12:47 PM |
Q4 2020 |
51 |
$127M |
+$1.66M |
-$1.87M |
-$213K |
VGSH, VEA, VTI, VCIT, VCSH
|
13F-HR |
1/27/2021, 01:14 PM |
Q3 2020 |
67 |
$118M |
+$1.85M |
-$3.19M |
-$1.34M |
VGSH, VEA, VTI, VCIT, VCSH
|
13F-HR |
11/18/2020, 05:27 PM |
Q2 2020 |
53 |
$115M |
+$8.44M |
-$1.08M |
+$7.37M |
VGSH, VEA, VTI, VCIT, VCSH
|
13F-HR |
11/18/2020, 05:21 PM |
Q1 2020 |
55 |
$97.5M |
+$3.55M |
-$7.9M |
-$4.35M |
VGSH, VEA, VCSH, VCIT, VTI
|
13F-HR |
11/18/2020, 05:16 PM |
Q4 2019 |
214 |
$118M |
$0 |
$0 |
|
VGSH, VEA, VCSH, SPY, VCIT
|
13F-HR |
11/18/2020, 05:11 PM |