| Q2 2024 |
140 |
$351M |
+$18M |
-$5.76M |
+$12.2M |
VGSH, DFAI, PG, IVV, VONV
|
13F-HR |
8/9/2024, 01:43 PM |
| Q1 2024 |
142 |
$339M |
+$9.34M |
-$4.88M |
+$4.47M |
VGSH, DFAI, PG, IVV, VONV
|
13F-HR |
5/9/2024, 08:58 AM |
| Q4 2023 |
135 |
$316M |
+$27.5M |
-$8.91M |
+$18.6M |
VGSH, PG, DFAI, IVV, BSV
|
13F-HR |
2/9/2024, 12:59 PM |
| Q3 2023 |
131 |
$276M |
+$13.6M |
-$4.03M |
+$9.55M |
VGSH, PG, IVV, BSV, VONV
|
13F-HR |
11/14/2023, 01:32 PM |
| Q2 2023 |
137 |
$275M |
+$8.88M |
-$3.26M |
+$5.62M |
VGSH, PG, IVV, BSV, VONV
|
13F-HR |
8/14/2023, 03:46 PM |
| Q1 2023 |
133 |
$258M |
+$10.8M |
-$6.09M |
+$4.69M |
VGSH, PG, BSV, IVV, VONV
|
13F-HR |
5/9/2023, 03:18 PM |
| Q4 2022 |
129 |
$245M |
+$39.8M |
-$11.8M |
+$28M |
VGSH, PG, BSV, IVV, VONV
|
13F-HR |
2/10/2023, 04:31 PM |
| Q3 2022 |
120 |
$202M |
+$10.8M |
-$4.44M |
+$6.4M |
VGSH, PG, VONV, VONG, IVV
|
13F-HR |
11/10/2022, 03:08 PM |
| Q2 2022 |
127 |
$211M |
+$44.2M |
-$22.2M |
+$22M |
VGSH, PG, VONV, IVV, ISTB
|
13F-HR |
8/5/2022, 04:47 PM |
| Q1 2022 |
131 |
$216M |
+$23.4M |
-$2.56M |
+$20.8M |
PG, AGG, IVV, VONG, VONV
|
13F-HR |
5/4/2022, 03:40 PM |
| Q4 2021 |
131 |
$204M |
+$35.7M |
-$2.46M |
+$33.2M |
AGG, PG, VONG, AAPL, ISTB
|
13F-HR |
2/4/2022, 01:48 PM |
| Q3 2021 |
130 |
$156M |
+$11.2M |
-$2.73M |
+$8.43M |
PG, VONG, IVV, VONV, AAPL
|
13F-HR |
11/3/2021, 11:10 AM |
| Q2 2021 |
120 |
$147M |
+$23.8M |
-$1.69M |
+$22.1M |
PG, VONG, IVV, VONV, AAPL
|
13F-HR |
8/12/2021, 03:57 PM |
| Q1 2021 |
118 |
$129M |
+$8.29M |
-$1.23M |
+$7.06M |
PG, IVV, VONG, AAPL, IEFA
|
13F-HR |
5/13/2021, 11:48 AM |
| Q4 2020 |
112 |
$116M |
$0 |
$0 |
|
PG, IVV, AAPL, VONG, IEFA
|
13F-HR |
2/17/2021, 05:15 PM |