| Q2 2024 |
485 |
$262M |
+$9.88M |
-$534K |
+$9.35M |
VOOG, VYM, BBAG, VCIT, LQD
|
13F-HR |
7/22/2024, 03:35 PM |
| Q1 2024 |
469 |
$253M |
+$15.1M |
-$2.48M |
+$12.6M |
VYM, VOOG, BBAG, VCIT, LQD
|
13F-HR |
4/17/2024, 01:20 PM |
| Q4 2023 |
498 |
$229M |
+$9.19M |
-$1.19M |
+$8M |
VYM, VOOG, VCIT, LQD, BBAG
|
13F-HR |
1/22/2024, 05:06 PM |
| Q3 2023 |
507 |
$204M |
+$9.79M |
-$1.67M |
+$8.13M |
VYM, VOOG, VCIT, BBAG, LQD
|
13F-HR |
10/18/2023, 03:31 PM |
| Q2 2023 |
319 |
$204M |
+$40.1M |
-$41.4M |
-$1.29M |
VYM, VOOG, VCIT, LQD, BBAG
|
13F-HR |
8/1/2023, 11:50 AM |
| Q1 2023 |
359 |
$200M |
+$9.77M |
-$873K |
+$8.9M |
VYM, VOOG, VCIT, FLRN, LQD
|
13F-HR |
5/1/2023, 05:52 PM |
| Q4 2022 |
235 |
$185M |
+$111M |
-$23.5K |
+$111M |
VYM, VOOG, FLRN, VCIT, VEA
|
13F-HR |
1/19/2023, 10:38 AM |
| Q3 2022 |
128 |
$69.3M |
+$11.7M |
-$108M |
-$96.3M |
VYM, VOOG, VCIT, FLRN, LQD
|
13F-HR |
10/12/2022, 01:00 PM |
| Q2 2022 |
226 |
$176M |
+$15.7M |
-$877K |
+$14.8M |
VYM, SPYG, FLRN, VEA, SCHP
|
13F-HR |
8/3/2022, 05:53 PM |
| Q1 2022 |
209 |
$182M |
+$24.8M |
-$12.2M |
+$12.7M |
VYM, SPYG, VEA, FLRN, SCHP
|
13F-HR |
4/8/2022, 07:21 PM |
| Q4 2021 |
196 |
$178M |
+$15.4M |
-$4.96M |
+$10.4M |
VYM, SPYG, LQD, VCIT, VEA
|
13F-HR |
1/19/2022, 02:57 PM |
| Q3 2021 |
178 |
$161M |
+$12.3M |
-$1.04M |
+$11.3M |
LQD, VCIT, VYM, SPYG, VEA
|
13F-HR |
10/6/2021, 04:48 PM |
| Q2 2021 |
177 |
$152M |
+$17.7M |
-$5.71M |
+$12M |
LQD, VYM, VCIT, SPYG, VEA
|
13F-HR |
7/23/2021, 01:25 PM |
| Q1 2021 |
165 |
$134M |
+$6.57M |
-$1.89M |
+$4.68M |
VCIT, LQD, VYM, SPYG, VEA
|
13F-HR |
4/12/2021, 07:39 PM |
| Q4 2020 |
160 |
$125M |
$0 |
$0 |
|
VCIT, LQD, VYM, SPYG, VEA
|
13F-HR |
1/14/2021, 12:38 PM |