Q3 2024 |
151 |
$197M |
+$21.6M |
-$11.5M |
+$10.1M |
DFAC, IVV, SPLG, IVW, QUAL
|
13F-HR |
10/16/2024, 10:17 AM |
Q2 2024 |
144 |
$177M |
+$16.9M |
-$12.6M |
+$4.27M |
DFAC, IVV, SPLG, IVW, QUAL
|
13F-HR |
7/25/2024, 02:30 PM |
Q1 2024 |
146 |
$170M |
+$25.5M |
-$18M |
+$7.54M |
DFAC, IVV, SPLG, QUAL, IUSB
|
13F-HR |
4/16/2024, 11:50 AM |
Q4 2023 |
142 |
$153M |
+$20.9M |
-$11.4M |
+$9.47M |
DFAC, IVV, SPLG, QUAL, EFV
|
13F-HR |
1/25/2024, 10:23 AM |
Q3 2023 |
124 |
$130M |
+$16.7M |
-$15.4M |
+$1.24M |
DFAC, IVV, SPLG, QUAL, EFV
|
13F-HR |
10/17/2023, 11:29 AM |
Q2 2023 |
120 |
$134M |
+$4.68M |
-$3.8M |
+$880K |
DFAC, IVV, SPLG, QUAL, EFG
|
13F-HR |
8/1/2023, 04:03 PM |
Q1 2023 |
123 |
$128M |
+$22.2M |
-$19.4M |
+$2.77M |
DFAC, IVV, SPLG, QUAL, EFG
|
13F-HR |
5/2/2023, 12:01 PM |
Q4 2022 |
128 |
$118M |
+$16.5M |
-$12.8M |
+$3.7M |
ESGU, DFAC, IVV, SPLG, DFAU
|
13F-HR |
2/7/2023, 11:50 AM |
Q3 2022 |
122 |
$107M |
+$8.22M |
-$9.1M |
-$877K |
ESGU, IVV, SPLG, DFAC, DFAU
|
13F-HR |
10/18/2022, 01:58 PM |
Q2 2022 |
127 |
$119M |
+$16.2M |
-$16M |
+$106K |
ESGU, IVV, SPLG, DFAU, DFAC
|
13F-HR |
8/3/2022, 01:26 PM |
Q1 2022 |
132 |
$132M |
+$21.2M |
-$15.5M |
+$5.66M |
ESGU, IVV, SPLG, DFAU, EFV
|
13F-HR |
5/3/2022, 11:42 AM |
Q4 2021 |
136 |
$133M |
+$25.6M |
-$16.7M |
+$8.85M |
ESGU, DFAU, IVV, SPLG, EFG
|
13F-HR |
2/8/2022, 01:30 PM |
Q2 2021 |
129 |
$120M |
+$17.2M |
-$9.45M |
+$7.77M |
ESGU, DFAU, IVV, EFV, GOVT
|
13F-HR |
7/20/2021, 02:51 PM |
Q1 2021 |
134 |
$107M |
+$29.3M |
-$18.5M |
+$10.8M |
ESGU, IVV, GOVT, DFAU, EFV
|
13F-HR |
5/18/2021, 03:34 PM |
Q4 2020 |
106 |
$92.5M |
$0 |
$0 |
|
ESGU, IVV, EFG, SPLG, GOVT
|
13F-HR |
3/9/2021, 04:14 PM |