| Q2 2024 |
44 |
$181M |
+$23.4M |
-$21M |
+$2.44M |
VOO, AGG, SCHF, SPYG, VTV
|
13F-HR |
7/24/2024, 04:08 PM |
| Q1 2024 |
42 |
$175M |
+$35.7M |
-$22.7M |
+$13M |
VOO, AGG, SPYG, SCHF, VTV
|
13F-HR |
4/24/2024, 04:22 PM |
| Q4 2023 |
41 |
$161M |
+$32.1M |
-$34.1M |
-$2M |
VOO, VTV, AGG, SCHF, IJR
|
13F-HR |
1/31/2024, 01:54 PM |
| Q3 2023 |
42 |
$149M |
+$41.8M |
-$51.5M |
-$9.67M |
SPYG, VOO, IJH, AGG, SCHF
|
13F-HR |
10/25/2023, 04:05 PM |
| Q2 2023 |
39 |
$165M |
+$48.9M |
-$33.8M |
+$15.1M |
SCHF, VOO, VTV, AGG, SPTI
|
13F-HR |
7/20/2023, 01:05 PM |
| Q1 2023 |
40 |
$144M |
+$35.3M |
-$32M |
+$3.3M |
AGG, VTV, VOO, SCHF, IJR
|
13F-HR |
4/20/2023, 02:32 PM |
| Q4 2022 |
43 |
$136M |
+$17.5M |
-$13M |
+$4.58M |
AGG, SPTI, VTV, ISTB, VOO
|
13F-HR |
1/20/2023, 03:59 PM |
| Q3 2022 |
42 |
$125M |
+$19.9M |
-$10.3M |
+$9.56M |
AGG, SPTI, VOO, ISTB, VTV
|
13F-HR |
10/17/2022, 04:04 PM |
| Q2 2022 |
42 |
$122M |
+$27.1M |
-$21.9M |
+$5.22M |
AGG, SPTI, VOO, VTV, SCHF
|
13F-HR |
8/2/2022, 06:35 PM |
| Q1 2022 |
39 |
$134M |
+$29.7M |
-$25.5M |
+$4.18M |
AGG, SPYG, VOO, SPTI, IVV
|
13F-HR |
4/29/2022, 02:57 PM |
| Q4 2021 |
40 |
$138M |
$0 |
$0 |
|
VOO, SCHF, SPYG, IVV, IJH
|
13F-HR |
2/7/2022, 12:06 PM |