Q2 2024 |
16 |
$232M |
+$4.07M |
-$6.92M |
-$2.85M |
VTI, VEA, AGG, EPD, VWO
|
13F-HR |
7/2/2024, 10:35 AM |
Q1 2024 |
15 |
$234M |
+$14.8M |
$0 |
+$14.8M |
VTI, VEA, AGG, EPD, VWO
|
13F-HR |
4/12/2024, 03:09 PM |
Q4 2023 |
15 |
$210M |
+$74.2M |
-$5.93M |
+$68.3M |
VTI, VEA, AGG, VWO, FSK
|
13F-HR |
1/3/2024, 09:05 AM |
Q3 2023 |
15 |
$131M |
+$6.22M |
-$2.76M |
+$3.46M |
VTI, VEA, AGG, VWO, EPD
|
13F-HR |
10/10/2023, 03:37 PM |
Q2 2023 |
15 |
$132M |
$0 |
$0 |
|
VTI, VEA, VWO, AAPL, EPD
|
13F-HR |
7/10/2023, 04:44 PM |
Q1 2023 |
15 |
$126M |
+$2.28M |
-$12.9M |
-$10.6M |
VTI, VEA, VWO, EPD, AAPL
|
13F-HR |
4/12/2023, 03:19 PM |
Q4 2022 |
16 |
$128M |
+$204K |
-$15.2M |
-$15M |
VTI, VEA, VWO, EPD, AAPL
|
13F-HR |
1/5/2023, 05:25 PM |
Q3 2022 |
15 |
$134M |
+$22M |
-$3.87M |
+$18.1M |
VTI, VEA, VWO, FSK, EPD
|
13F-HR |
10/11/2022, 06:28 AM |
Q2 2022 |
16 |
$128M |
$0 |
$0 |
|
VTI, VEA, FSK, VWO, OBDC
|
13F-HR |
7/11/2022, 04:46 PM |
Q1 2022 |
16 |
$152M |
+$16.6M |
$0 |
+$16.6M |
VTI, VEA, FSK, VWO, OBDC
|
13F-HR |
4/8/2022, 12:07 PM |
Q4 2021 |
16 |
$141M |
+$3.4M |
$0 |
+$3.4M |
VTI, VEA, FSK, CIMXXXX, VWO
|
13F-HR |
1/14/2022, 06:01 AM |
Q3 2021 |
16 |
$132M |
$0 |
-$7.39M |
-$7.39M |
VTI, VEA, CIMXXXX, VWO, FSK
|
13F-HR |
11/17/2021, 07:56 AM |
Q2 2021 |
16 |
$141M |
+$12M |
-$3.22M |
+$8.83M |
VTI, VEA, CIMXXXX, VWO, FSK
|
13F-HR |
8/3/2021, 02:01 PM |
Q1 2021 |
16 |
$122M |
$0 |
$0 |
|
VTI, VEA, CIMXXXX, VWO, OBDC
|
13F-HR |
5/11/2021, 02:28 PM |