Q3 2024 |
124 |
$294M |
+$19.6M |
-$10.9M |
+$8.72M |
VTI, VEA, BRKB, AAPL, VB
|
13F-HR |
10/3/2024, 02:22 PM |
Q2 2024 |
118 |
$267M |
+$18.4M |
-$3.61M |
+$14.8M |
VTI, VEA, BRKB, AAPL, VB
|
13F-HR |
7/8/2024, 07:09 PM |
Q1 2024 |
112 |
$249M |
+$15.8M |
-$3.99M |
+$11.9M |
VTI, VEA, BRKB, AAPL, VB
|
13F-HR |
4/9/2024, 02:36 PM |
Q4 2023 |
105 |
$222M |
+$8.34M |
-$4.51M |
+$3.84M |
VTI, VEA, BRKB, AAPL, EFA
|
13F-HR |
1/12/2024, 11:44 AM |
Q3 2023 |
95 |
$199M |
+$4.41M |
-$3.93M |
+$480K |
VTI, VEA, BRKB, AAPL, DGRO
|
13F-HR |
10/10/2023, 02:01 PM |
Q2 2023 |
105 |
$206M |
+$5.9M |
-$7.32M |
-$1.42M |
VTI, VEA, BRKB, AAPL, EFA
|
13F-HR |
7/11/2023, 01:01 PM |
Q1 2023 |
101 |
$195M |
+$6.68M |
-$9.7M |
-$3.02M |
VTI, VEA, BRKB, AAPL, EFA
|
13F-HR |
4/6/2023, 05:48 PM |
Q4 2022 |
99 |
$185M |
+$11.9M |
-$4.18M |
+$7.71M |
VTI, VEA, EFA, BRKB, AAPL
|
13F-HR |
1/20/2023, 03:47 PM |
Q3 2022 |
97 |
$167M |
+$24.9M |
-$20.1M |
+$4.82M |
VTI, VEA, EFA, AAPL, BRKB
|
13F-HR |
10/11/2022, 09:35 AM |
Q2 2022 |
102 |
$175M |
+$14.8M |
-$11.6M |
+$3.21M |
VTI, EFA, DGRO, AAPL, VEA
|
13F-HR |
7/13/2022, 12:06 PM |
Q1 2022 |
124 |
$206M |
+$22.3M |
-$12.5M |
+$9.86M |
VTI, EFA, AAPL, DGRO, VB
|
13F-HR |
4/7/2022, 06:44 PM |
Q4 2021 |
103 |
$202M |
+$16.9M |
-$6.21M |
+$10.7M |
VTI, EFA, AAPL, VB, VEU
|
13F-HR |
1/18/2022, 01:47 PM |
Q3 2021 |
98 |
$178M |
+$20.7M |
-$17.2M |
+$3.55M |
VTI, EFA, AAPL, VB, VEU
|
13F-HR |
10/8/2021, 08:46 AM |
Q2 2021 |
98 |
$174M |
+$9.02M |
-$19M |
-$9.95M |
VTI, EFA, USMV, VB, AAPL
|
13F-HR |
8/30/2021, 11:34 AM |
Q1 2021 |
97 |
$182M |
+$28.3M |
-$33.5M |
-$5.19M |
USMV, VTI, EFA, EFAV, VB
|
13F-HR |
4/28/2021, 05:20 PM |
Q4 2020 |
91 |
$173M |
+$4.65M |
-$4.28M |
+$372K |
USMV, EFAV, EFA, AAPL, VB
|
Restatement |
2/16/2021, 03:15 PM |
Q3 2020 |
84 |
$155M |
+$17.9M |
-$3.93M |
+$14M |
USMV, EFAV, EFA, AAPL, VB
|
13F-HR |
2/23/2021, 09:57 PM |
Q2 2020 |
69 |
$140M |
+$21.9M |
-$14.6M |
+$7.34M |
USMV, EFAV, EFA, AAPL, VB
|
13F-HR |
2/23/2021, 09:53 PM |
Q1 2020 |
63 |
$117M |
+$23.6M |
-$9.03M |
+$14.6M |
USMV, EFAV, EFA, SPLV, BRKB
|
13F-HR |
2/23/2021, 09:47 PM |
Q4 2019 |
81 |
$125M |
$0 |
$0 |
|
USMV, EFAV, BRKB, AAPL, SPLV
|
13F-HR |
2/23/2021, 09:42 PM |