Q3 2024 |
33 |
$159M |
+$6.12M |
-$97.5K |
+$6.03M |
VEA, VTV, VUG, SCHZ, BNDX
|
13F-HR |
11/14/2024, 08:06 AM |
Q2 2024 |
32 |
$144M |
+$2.7M |
-$560K |
+$2.14M |
VEA, VUG, VTV, SCHZ, BNDX
|
13F-HR |
7/29/2024, 11:19 AM |
Q1 2024 |
30 |
$142M |
+$8.83M |
-$145K |
+$8.69M |
VEA, VUG, VTV, SCHZ, VTEB
|
13F-HR |
4/24/2024, 04:52 PM |
Q4 2023 |
29 |
$127M |
+$3.48M |
-$1.37M |
+$2.11M |
VEA, VUG, SCHZ, VTV, BNDX
|
13F-HR |
1/22/2024, 12:05 PM |
Q2 2023 |
27 |
$119M |
+$3.25M |
-$140K |
+$3.11M |
VEA, SCHZ, VUG, VTV, BNDX
|
13F-HR |
8/16/2023, 08:16 AM |
Q1 2023 |
27 |
$113M |
+$5.21M |
-$625K |
+$4.59M |
VEA, SCHZ, VTV, VUG, BNDX
|
13F-HR |
5/1/2023, 09:14 AM |
Q4 2022 |
25 |
$103M |
+$23.2M |
-$17.3M |
+$5.87M |
VEA, SCHZ, VTV, VUG, BNDX
|
13F-HR |
2/6/2023, 10:59 AM |
Q3 2022 |
27 |
$90.8M |
+$13.4M |
-$12.4M |
+$924K |
VEA, VTV, VUG, AGG, SCHZ
|
13F-HR |
11/1/2022, 03:56 PM |
Q2 2022 |
26 |
$96M |
+$12.1M |
-$13.1M |
-$1.07M |
VEA, SCHZ, VTV, VUG, BNDX
|
13F-HR |
7/19/2022, 08:52 AM |
Q1 2022 |
32 |
$111M |
+$21.6M |
-$15M |
+$6.58M |
VEA, VTV, VUG, AGG, BNDX
|
13F-HR |
5/9/2022, 07:56 AM |
Q4 2021 |
27 |
$112M |
+$1.51M |
-$212K |
+$1.3M |
VEA, VUG, SCHZ, VTV, BNDX
|
13F-HR |
1/18/2022, 11:01 AM |
Q3 2021 |
25 |
$106M |
+$273K |
-$138K |
+$134K |
VEA, SCHZ, VUG, VTV, BNDX
|
13F-HR |
11/1/2021, 01:13 PM |
Q2 2021 |
25 |
$108M |
$0 |
$0 |
|
VEA, SCHZ, VUG, VTV, BNDX
|
13F-HR |
8/2/2021, 07:41 AM |