| Q2 2024 |
151 |
$213M |
+$20.7M |
-$9.02M |
+$11.7M |
VTV, VUG, VB, AAPL, GLD
|
13F-HR |
8/9/2024, 07:27 PM |
| Q1 2024 |
141 |
$201M |
+$26.2M |
-$12.6M |
+$13.6M |
VTV, VUG, VB, GLD, AAPL
|
13F-HR |
5/14/2024, 01:18 PM |
| Q4 2023 |
137 |
$177M |
+$22.7M |
-$11.7M |
+$11.1M |
VTV, VUG, FBND, AAPL, GLD
|
13F-HR |
2/13/2024, 04:20 PM |
| Q3 2023 |
135 |
$153M |
+$13.5M |
-$8.91M |
+$4.6M |
VTV, VUG, FBND, FTSL, AAPL
|
13F-HR |
11/13/2023, 01:34 PM |
| Q2 2023 |
130 |
$153M |
+$20M |
-$3.76M |
+$16.3M |
VTV, VUG, FBND, AAPL, FTSL
|
13F-HR |
8/9/2023, 05:05 PM |
| Q1 2023 |
128 |
$132M |
+$19.8M |
-$17.8M |
+$1.98M |
VTV, VUG, FBND, AAPL, GLD
|
13F-HR |
5/8/2023, 06:05 PM |
| Q4 2022 |
122 |
$127M |
+$9.23M |
-$6.82M |
+$2.41M |
VTV, VUG, FBND, GLD, AAPL
|
13F-HR |
2/13/2023, 06:34 PM |
| Q3 2022 |
114 |
$116M |
+$7.74M |
-$9.3M |
-$1.55M |
VTV, VUG, FBND, AAPL, GLD
|
13F-HR |
11/14/2022, 03:26 PM |
| Q2 2022 |
115 |
$123M |
+$21.2M |
-$15.7M |
+$5.48M |
AAPL, VTV, VUG, BRKB, GLD
|
13F-HR |
8/8/2022, 01:25 PM |
| Q1 2022 |
125 |
$126M |
+$22.4M |
-$22.8M |
-$397K |
VTV, VUG, AAPL, GLD, VO
|
13F-HR |
5/11/2022, 04:57 PM |
| Q4 2021 |
135 |
$140M |
+$9.16M |
-$3.92M |
+$5.23M |
VTV, VUG, AAPL, BSV, VO
|
13F-HR |
2/7/2022, 04:01 PM |
| Q3 2021 |
121 |
$126M |
+$7.88M |
-$3.61M |
+$4.27M |
VTV, VUG, BSV, VO, AAPL
|
13F-HR |
11/5/2021, 04:20 PM |
| Q2 2021 |
115 |
$123M |
+$7.69M |
-$4.34M |
+$3.35M |
VTV, VUG, BSV, VO, AAPL
|
13F-HR |
8/3/2021, 02:51 PM |
| Q1 2021 |
109 |
$113M |
+$6.01M |
-$8.25M |
-$2.24M |
VTV, VUG, BSV, VO, AAPL
|
13F-HR |
6/10/2021, 11:58 AM |
| Q4 2020 |
104 |
$110M |
$0 |
$0 |
|
VUG, VTV, BSV, VO, AAPL
|
13F-HR |
2/8/2021, 03:19 PM |
| Q1 2012 |
57 |
$73.4M |
$0 |
$0 |
|
VTV, VUG, BSV, VO, GLD
|
13F-HR |
4/12/2021, 08:13 PM |