Q4 2023 |
30 |
$65.6M |
+$969K |
-$2.32M |
-$1.35M |
VONG, VEA, VOO, VTV, VO
|
13F-HR |
1/12/2024, 05:08 PM |
Q3 2023 |
32 |
$60.8M |
+$3.67M |
-$6.18M |
-$2.51M |
VONG, VEA, VOO, VTV, VO
|
13F-HR |
11/9/2023, 08:57 AM |
Q2 2023 |
31 |
$65.6M |
+$2.92M |
-$1.18M |
+$1.73M |
VONG, VEA, VOO, VTV, BND
|
13F-HR |
8/8/2023, 05:19 PM |
Q1 2023 |
31 |
$60.2M |
+$545K |
-$711K |
-$166K |
VONG, VEA, VOO, VTV, BND
|
13F-HR |
5/11/2023, 05:50 PM |
Q4 2022 |
32 |
$57M |
+$1.08M |
-$504K |
+$578K |
VEA, VONG, VTV, VOO, BND
|
13F-HR |
2/13/2023, 06:00 PM |
Q3 2022 |
32 |
$52.4M |
+$2.12M |
-$536K |
+$1.58M |
VONG, VEA, VTV, VOO, BND
|
13F-HR |
11/14/2022, 09:58 AM |
Q2 2022 |
28 |
$54.2M |
+$2.29M |
-$61.4M |
-$59.1M |
VONG, VEA, VTV, VOO, BND
|
13F-HR |
8/15/2022, 09:59 AM |
Q1 2022 |
37 |
$136M |
+$6.03M |
-$3.96M |
+$2.07M |
VOO, VEA, VONG, VTV, MSFT
|
13F-HR |
5/11/2022, 03:47 PM |
Q4 2021 |
36 |
$143M |
+$5.99M |
-$18.1M |
-$12.1M |
VOO, VEA, VONG, VTV, MSFT
|
13F-HR |
2/14/2022, 08:37 PM |
Q3 2021 |
41 |
$146M |
+$18.3M |
-$1.36M |
+$17M |
VOO, VEA, VONG, VTV, META
|
13F-HR |
10/13/2021, 09:40 AM |
Q2 2021 |
40 |
$133M |
+$23.9M |
-$9.93M |
+$14M |
VOO, VEA, VONG, VTV, META
|
13F-HR |
8/13/2021, 04:12 PM |
Q1 2021 |
39 |
$113M |
+$6.21M |
-$4.85M |
+$1.36M |
VOO, VEA, VONG, VTV, MSFT
|
13F-HR |
4/9/2021, 02:46 PM |
Q4 2020 |
40 |
$108M |
$0 |
$0 |
|
VOO, AAPL, VEA, VONG, VTV
|
13F-HR |
4/9/2021, 02:41 PM |