| Q4 2025 |
46 |
$122,413,425 |
+$17,388,324 |
-$4,898,877 |
+$12,489,447 |
VTI, VOO, VXUS, DFIC, DCOR
|
13F-HR |
30 Jan 2026, 15:22 |
| Q3 2025 |
49 |
$106,063,701 |
+$8,427,713 |
-$2,285,123 |
+$6,142,590 |
VTI, VXUS, VOO, DCOR, DFAS
|
13F-HR |
04 Nov 2025, 09:50 |
| Q2 2025 |
50 |
$92,286,618 |
+$6,961,123 |
-$5,104,942 |
+$1,856,181 |
VTI, VXUS, VOO, DCOR, DFAS
|
13F-HR |
21 Jul 2025, 10:20 |
| Q1 2025 |
50 |
$83,197,639 |
+$6,432,347 |
-$549,515 |
+$5,882,832 |
VTI, VOO, VXUS, DCOR, DFAS
|
13F-HR |
28 Apr 2025, 08:14 |
| Q4 2024 |
43 |
$79,080,968 |
+$3,086,437 |
-$1,326,703 |
+$1,759,734 |
VTI, VOO, DFAS, VXUS, DCOR
|
13F-HR |
28 Jan 2025, 11:52 |
| Q3 2024 |
44 |
$78,105,438 |
+$6,145,430 |
-$212,076 |
+$5,933,354 |
VTI, VOO, VXUS, DFAS, DCOR
|
13F-HR |
24 Oct 2024, 07:49 |
| Q2 2024 |
43 |
$68,084,435 |
+$8,024,790 |
-$5,440,533 |
+$2,584,257 |
VTI, ACWI, VYMI, VXUS, DFAS
|
13F-HR |
16 Jul 2024, 11:05 |
| Q1 2024 |
50 |
$64,743,348 |
+$10,947,068 |
-$3,514,076 |
+$7,432,992 |
VTI, ACWI, VYMI, AMZN, VXUS
|
13F-HR |
16 Apr 2024, 13:13 |
| Q4 2023 |
44 |
$53,041,652 |
+$5,556,358 |
-$1,977,436 |
+$3,578,922 |
VTI, ACWI, ACWX, VYMI, VTV
|
13F-HR |
23 Jan 2024, 16:14 |
| Q3 2023 |
44 |
$45,393,894 |
+$6,892,391 |
-$761,457 |
+$6,130,934 |
VTI, ACWI, ACWX, VTV, VYMI
|
13F-HR |
11 Oct 2023, 13:10 |
| Q2 2023 |
40 |
$40,215,082 |
+$1,336,357 |
-$5,896,161 |
-$4,559,804 |
VTI, ACWI, ACWX, VTV, AMZN
|
13F-HR |
03 Aug 2023, 14:42 |
| Q1 2023 |
233 |
$42,771,592 |
+$1,470,600 |
-$4,865,323 |
-$3,394,723 |
VTI, ACWI, ACWX, VTV, TJX
|
13F-HR |
09 May 2023, 08:23 |
| Q4 2022 |
250 |
$44,510,000 |
+$3,433,846 |
-$2,916,309 |
+$517,537 |
VTI, ACWI, ACWX, VTV, TJX
|
13F-HR |
10 Feb 2023, 09:49 |
| Q3 2022 |
242 |
$40,617,000 |
+$5,267,221 |
-$9,506,436 |
-$4,239,215 |
VTI, ACWI, ACWX, AMZN, VTV
|
13F-HR |
02 Nov 2022, 14:26 |
| Q2 2022 |
575 |
$48,373,000 |
+$12,882,685 |
-$7,508,145 |
+$5,374,540 |
ACWI, VTI, VXUS, AMZN, VOO
|
13F-HR |
28 Jul 2022, 07:02 |
| Q1 2022 |
604 |
$53,365,000 |
+$5,882,203 |
-$14,249,051 |
-$8,366,848 |
VTI, ACWI, VXUS, AMZN, VTV
|
13F-HR |
06 May 2022, 16:16 |
| Q4 2021 |
710 |
$64,959,000 |
+$49,643,015 |
-$185,443 |
+$49,457,572 |
VTI, ACWI, VXUS, AMZN, DHR
|
13F-HR |
10 Feb 2022, 07:30 |
| Q3 2021 |
6 |
$14,679,000 |
$0 |
-$49,259 |
-$49,259 |
ACWI, VTI, VXUS, IVV, SPY
|
13F-HR |
09 Nov 2021, 14:56 |
| Q2 2021 |
6 |
$14,958,000 |
$0 |
-$549,887 |
-$549,887 |
ACWI, VTI, VXUS, IVV, SPY
|
13F-HR |
13 Aug 2021, 12:50 |
| Q1 2021 |
6 |
$14,576,000 |
$0 |
-$230,031 |
-$230,031 |
ACWI, VTI, VXUS, IVV, SPY
|
13F-HR |
19 Jul 2021, 16:02 |
| Q4 2020 |
7 |
$14,093,000 |
$0 |
$0 |
$0 |
ACWI, VTI, VXUS, IVV, ACWV
|
13F-HR |
19 Jul 2021, 15:59 |