Q3 2024 |
75 |
$262M |
+$20.8M |
-$2.63M |
+$18.2M |
VOO, VGSH, VEA, BSV, VCSH
|
13F-HR |
10/10/2024, 12:44 PM |
Q2 2024 |
67 |
$231M |
+$15.4M |
-$6.23M |
+$9.16M |
VOO, VGSH, VEA, BSV, VCSH
|
13F-HR |
7/23/2024, 02:46 PM |
Q1 2024 |
72 |
$220M |
+$19M |
-$9.86M |
+$9.18M |
VOO, VGSH, VEA, BSV, VCSH
|
13F-HR |
4/19/2024, 03:56 PM |
Q4 2023 |
273 |
$202M |
+$11.2M |
-$1.88M |
+$9.34M |
VOO, VGSH, VEA, BSV, VCSH
|
13F-HR |
1/22/2024, 07:30 PM |
Q3 2023 |
283 |
$179M |
+$6.78M |
-$1.89M |
+$4.89M |
VOO, VGSH, VEA, BSV, VCSH
|
13F-HR |
10/18/2023, 03:27 PM |
Q2 2023 |
283 |
$179M |
+$8.78M |
-$1.55M |
+$7.23M |
VOO, VGSH, VEA, BSV, VCSH
|
13F-HR |
7/14/2023, 05:10 PM |
Q1 2023 |
245 |
$167M |
+$10.1M |
-$2.25M |
+$7.83M |
VOO, VGSH, VEA, BSV, VCSH
|
13F-HR |
4/10/2023, 03:42 PM |
Q4 2022 |
274 |
$153M |
+$15.7M |
-$6.54M |
+$9.12M |
VOO, VGSH, BSV, VEA, VCSH
|
13F-HR |
1/23/2023, 02:10 PM |
Q3 2022 |
244 |
$135M |
+$14.5M |
-$7.27M |
+$7.19M |
VOO, VGSH, BSV, VEA, DFUV
|
13F-HR |
10/18/2022, 05:26 PM |
Q2 2022 |
298 |
$136M |
+$22.9M |
-$2.19M |
+$20.7M |
VOO, VGSH, BSV, VCSH, VEA
|
Restatement |
8/10/2022, 04:30 PM |
Q1 2022 |
228 |
$130M |
+$10.8M |
-$6.54M |
+$4.27M |
VOO, VGSH, BSV, VEA, VCSH
|
13F-HR |
4/8/2022, 12:57 PM |
Q4 2021 |
264 |
$131M |
$0 |
$0 |
|
VOO, BSV, VGSH, VEA, VCSH
|
13F-HR |
1/20/2022, 11:32 AM |