Q3 2024 |
44 |
$78.1M |
+$6.15M |
-$212K |
+$5.93M |
VTI, VOO, VXUS, DFAS, DCOR
|
13F-HR |
10/24/2024, 07:49 AM |
Q2 2024 |
43 |
$68.1M |
+$8.02M |
-$5.44M |
+$2.58M |
VTI, ACWI, VYMI, VXUS, DFAS
|
13F-HR |
7/16/2024, 11:05 AM |
Q1 2024 |
50 |
$64.7M |
+$10.9M |
-$3.51M |
+$7.43M |
VTI, ACWI, VYMI, AMZN, VXUS
|
13F-HR |
4/16/2024, 01:13 PM |
Q4 2023 |
44 |
$53M |
+$5.56M |
-$1.98M |
+$3.58M |
VTI, ACWI, ACWX, VYMI, VTV
|
13F-HR |
1/23/2024, 04:14 PM |
Q3 2023 |
44 |
$45.4M |
+$6.89M |
-$761K |
+$6.13M |
VTI, ACWI, ACWX, VTV, VYMI
|
13F-HR |
10/11/2023, 01:10 PM |
Q2 2023 |
40 |
$40.2M |
+$1.34M |
-$5.9M |
-$4.56M |
VTI, ACWI, ACWX, VTV, AMZN
|
13F-HR |
8/3/2023, 02:42 PM |
Q1 2023 |
233 |
$42.8M |
+$1.47M |
-$4.87M |
-$3.39M |
VTI, ACWI, ACWX, VTV, TJX
|
13F-HR |
5/9/2023, 08:23 AM |
Q4 2022 |
250 |
$44.5M |
+$3.43M |
-$2.92M |
+$518K |
VTI, ACWI, ACWX, VTV, TJX
|
13F-HR |
2/10/2023, 09:49 AM |
Q3 2022 |
242 |
$40.6M |
+$5.27M |
-$9.51M |
-$4.24M |
VTI, ACWI, ACWX, AMZN, VTV
|
13F-HR |
11/2/2022, 02:26 PM |
Q2 2022 |
575 |
$48.4M |
+$12.9M |
-$7.51M |
+$5.37M |
ACWI, VTI, VXUS, AMZN, VOO
|
13F-HR |
7/28/2022, 07:02 AM |
Q1 2022 |
604 |
$53.4M |
+$5.88M |
-$14.2M |
-$8.37M |
VTI, ACWI, VXUS, AMZN, VTV
|
13F-HR |
5/6/2022, 04:16 PM |
Q4 2021 |
710 |
$65M |
+$49.6M |
-$185K |
+$49.5M |
VTI, ACWI, VXUS, AMZN, DHR
|
13F-HR |
2/10/2022, 07:30 AM |
Q3 2021 |
6 |
$14.7M |
$0 |
-$49.3K |
-$49.3K |
ACWI, VTI, VXUS, IVV, SPY
|
13F-HR |
11/9/2021, 02:56 PM |
Q2 2021 |
6 |
$15M |
$0 |
-$550K |
-$550K |
ACWI, VTI, VXUS, IVV, SPY
|
13F-HR |
8/13/2021, 12:50 PM |
Q1 2021 |
6 |
$14.6M |
$0 |
-$230K |
-$230K |
ACWI, VTI, VXUS, IVV, SPY
|
13F-HR |
7/19/2021, 04:02 PM |
Q4 2020 |
7 |
$14.1M |
$0 |
$0 |
|
ACWI, VTI, VXUS, IVV, ACWV
|
13F-HR |
7/19/2021, 03:59 PM |