Q3 2024 |
94 |
$267M |
+$72.7M |
-$66.6M |
+$6.04M |
SCHG, SCHV, VTV, IDEV, VUG
|
13F-HR |
11/6/2024, 04:16 PM |
Q2 2024 |
96 |
$247M |
+$7.74M |
-$6.67M |
+$1.07M |
SCHX, VEA, VUG, VTV, BND
|
13F-HR |
7/18/2024, 11:19 AM |
Q1 2024 |
96 |
$244M |
+$12M |
-$4.46M |
+$7.55M |
SCHX, VEA, VTV, VUG, BND
|
13F-HR |
4/19/2024, 04:33 PM |
Q4 2023 |
90 |
$223M |
+$10.9M |
-$12.7M |
-$1.8M |
SCHX, VEA, VTV, VUG, BND
|
13F-HR |
1/10/2024, 03:41 PM |
Q3 2023 |
81 |
$205M |
+$6.49M |
-$4.79M |
+$1.7M |
SCHX, VEA, VTV, VUG, BND
|
13F-HR |
10/13/2023, 11:20 AM |
Q2 2023 |
86 |
$212M |
+$20.9M |
-$4.89M |
+$16M |
VEA, SCHX, VUG, VTV, BND
|
13F-HR |
7/13/2023, 04:41 PM |
Q1 2023 |
82 |
$187M |
+$14.1M |
-$4.67M |
+$9.43M |
VEA, SCHX, VTV, VUG, IEFA
|
13F-HR |
4/13/2023, 02:14 PM |
Q4 2022 |
71 |
$169M |
+$5.52M |
-$3.77M |
+$1.74M |
VEA, SCHX, VTV, VUG, IEFA
|
13F-HR |
1/17/2023, 12:22 PM |
Q3 2022 |
71 |
$156M |
+$6.51M |
-$1.54M |
+$4.97M |
VEA, SCHX, VTV, VUG, MUB
|
13F-HR |
10/12/2022, 11:38 AM |
Q2 2022 |
73 |
$163M |
+$10.6M |
-$3.71M |
+$6.94M |
VEA, SCHX, VTV, VUG, IEFA
|
13F-HR |
7/18/2022, 02:38 PM |
Q1 2022 |
81 |
$181M |
+$20.9M |
-$3.02M |
+$17.9M |
VEA, SCHX, VTV, VUG, BND
|
13F-HR |
4/18/2022, 04:05 PM |
Q4 2021 |
81 |
$190M |
+$8.65M |
-$1.82M |
+$6.83M |
VEA, SCHX, VTV, VUG, IEFA
|
13F-HR |
1/13/2022, 11:14 AM |
Q3 2021 |
75 |
$176M |
+$6.85M |
-$460K |
+$6.39M |
VEA, SCHX, VTV, VUG, IEFA
|
13F-HR |
10/13/2021, 11:41 AM |
Q2 2021 |
71 |
$172M |
+$6.54M |
-$1.99M |
+$4.55M |
VEA, SCHX, VUG, VTV, IEFA
|
13F-HR |
7/14/2021, 03:20 PM |
Q1 2021 |
71 |
$158M |
+$7.99M |
-$3.21M |
+$4.78M |
VEA, SCHX, VTV, VUG, IEFA
|
13F-HR |
4/27/2021, 06:07 PM |
Q4 2020 |
67 |
$148M |
$0 |
$0 |
|
VEA, SCHX, VUG, VTV, IEFA
|
13F-HR |
2/8/2021, 04:04 PM |