Q3 2024 |
65 |
$166M |
$0 |
$0 |
|
VEA, IVV, VIG, QUAL, IEFA
|
13F-HR |
10/15/2024, 04:27 PM |
Q2 2024 |
65 |
$166M |
+$5.23M |
-$5.05M |
+$178K |
VEA, IVV, VIG, QUAL, IEFA
|
13F-HR |
7/22/2024, 02:42 PM |
Q1 2024 |
71 |
$165M |
+$72.7M |
$0 |
+$72.7M |
VEA, IVV, VIG, IEFA, QUAL
|
13F-HR |
5/6/2024, 03:17 PM |
Q4 2023 |
43 |
$86.7M |
+$1.32M |
-$14.4M |
-$13.1M |
SCHB, IEFA, VIG, VEA, QUAL
|
13F-HR |
2/13/2024, 01:58 PM |
Q3 2023 |
50 |
$91.1M |
+$993K |
-$3M |
-$2.01M |
VEA, IEFA, SCHB, VIG, QUAL
|
13F-HR |
11/14/2023, 02:20 PM |
Q2 2023 |
55 |
$96.6M |
+$3.15M |
-$3.09M |
+$60.5K |
IEFA, VEA, SCHB, VIG, QUAL
|
13F-HR |
8/1/2023, 01:26 PM |
Q1 2023 |
51 |
$91.4M |
+$703K |
-$47.9M |
-$47.2M |
VEA, IEFA, VIG, SCHB, QUAL
|
13F-HR |
5/3/2023, 11:42 AM |
Q4 2022 |
58 |
$131M |
+$6.78M |
-$9.22M |
-$2.44M |
VEA, VIG, IEFA, IVV, QUAL
|
13F-HR |
1/27/2023, 01:16 PM |
Q3 2022 |
60 |
$123M |
+$24.2M |
-$20.1M |
+$4.05M |
VEA, VIG, IVV, IEFA, QUAL
|
13F-HR |
10/21/2022, 05:26 PM |
Q2 2022 |
77 |
$127M |
+$9.45M |
-$7.19M |
+$2.26M |
VEA, VIG, IVV, SCHB, IEFA
|
13F-HR |
8/3/2022, 03:38 PM |
Q1 2022 |
78 |
$146M |
+$16.9M |
-$21.8M |
-$4.85M |
VEA, IVV, VIG, SCHB, IEFA
|
13F-HR |
5/3/2022, 01:26 PM |
Q4 2021 |
78 |
$166M |
+$23.1M |
-$15.3M |
+$7.82M |
IVV, VEA, VIG, SCHB, VTEB
|
13F-HR |
2/8/2022, 01:19 PM |
Q3 2021 |
75 |
$148M |
+$12.6M |
-$3.02M |
+$9.54M |
IVV, VEA, VIG, SCHB, MUB
|
13F-HR |
11/16/2021, 10:39 AM |
Q2 2021 |
75 |
$140M |
$0 |
$0 |
|
IVV, VEA, VIG, SCHB, MUB
|
13F-HR |
8/16/2021, 01:32 PM |