| Q2 2024 |
165 |
$179M |
+$12.6M |
-$5.4M |
+$7.18M |
VUG, AAPL, JEPI, SCHV, COWZ
|
13F-HR |
7/16/2024, 01:58 PM |
| Q1 2024 |
163 |
$173M |
+$8.55M |
-$6.09M |
+$2.46M |
VUG, AAPL, JEPI, SCHV, COWZ
|
13F-HR |
4/19/2024, 10:31 AM |
| Q4 2023 |
161 |
$161M |
+$14.6M |
-$18M |
-$3.47M |
VUG, AAPL, JEPI, SCHV, COWZ
|
13F-HR |
1/10/2024, 03:28 PM |
| Q3 2023 |
154 |
$150M |
+$4.34M |
-$5.46M |
-$1.12M |
VUG, AAPL, SCHV, JEPI, USIG
|
13F-HR |
10/5/2023, 04:34 PM |
| Q2 2023 |
160 |
$158M |
+$13.8M |
-$4.67M |
+$9.1M |
VUG, AAPL, SCHV, JEPI, USIG
|
13F-HR |
7/13/2023, 03:59 PM |
| Q1 2023 |
142 |
$141M |
+$5.29M |
-$10.7M |
-$5.44M |
VUG, AAPL, SCHV, JEPI, CZNC
|
13F-HR |
4/13/2023, 01:57 PM |
| Q4 2022 |
156 |
$132M |
+$8.8M |
-$3.38M |
+$5.41M |
SCHV, VUG, AAPL, CZNC, IGSB
|
13F-HR |
1/17/2023, 12:14 PM |
| Q3 2022 |
141 |
$124M |
+$4.13M |
-$2.76M |
+$1.36M |
VUG, SCHV, AAPL, CZNC, IGSB
|
13F-HR |
10/12/2022, 02:13 PM |
| Q2 2022 |
139 |
$129M |
+$9.16M |
-$12.1M |
-$2.93M |
SCHV, VUG, AAPL, CZNC, IGSB
|
13F-HR |
7/11/2022, 04:54 PM |
| Q1 2022 |
146 |
$152M |
+$10.9M |
-$6.46M |
+$4.44M |
SCHV, AAPL, VUG, TIP, FTSL
|
Restatement |
4/27/2022, 05:14 PM |
| Q4 2021 |
135 |
$155M |
+$6.81M |
-$6.67M |
+$141K |
SCHV, AAPL, VUG, TIP, CZNC
|
13F-HR |
1/13/2022, 11:04 AM |
| Q3 2021 |
142 |
$145M |
+$6.64M |
-$2.86M |
+$3.79M |
SCHV, VUG, AAPL, TIP, CZNC
|
13F-HR |
10/8/2021, 02:06 PM |
| Q2 2021 |
131 |
$142M |
+$12.6M |
-$3.63M |
+$8.98M |
SCHV, VUG, AAPL, TIP, CZNC
|
13F-HR |
7/13/2021, 04:01 PM |
| Q1 2021 |
126 |
$127M |
+$21.9M |
-$5.37M |
+$16.5M |
SCHV, VUG, AAPL, TIP, CZNC
|
13F-HR |
4/20/2021, 12:25 PM |
| Q4 2020 |
112 |
$105M |
$0 |
$0 |
|
AAPL, VUG, SCHV, CZNC, TFC
|
13F-HR |
2/1/2021, 10:57 AM |