Q3 2024 |
243 |
$206M |
+$12.4M |
-$3.5M |
+$8.87M |
IGSB, AAPL, VCSH, VTI, VTV
|
13F-HR |
10/22/2024, 10:03 AM |
Q2 2024 |
250 |
$186M |
+$32.4M |
-$8.62M |
+$23.8M |
AAPL, VCSH, IGSB, VTI, VTV
|
13F-HR |
7/25/2024, 12:35 PM |
Q1 2024 |
221 |
$161M |
+$8.06M |
-$3.22M |
+$4.84M |
VCSH, IGSB, VTI, VTV, DFNM
|
13F-HR |
4/11/2024, 10:50 AM |
Q4 2023 |
227 |
$151M |
+$19.5M |
-$8.77M |
+$10.7M |
VCSH, VTI, VTV, DFNM, ISTB
|
13F-HR |
1/17/2024, 01:38 PM |
Q3 2023 |
244 |
$131M |
+$18.6M |
-$8.44M |
+$10.2M |
VCSH, ISTB, VTI, VTV, DFNM
|
13F-HR |
10/20/2023, 10:47 AM |
Q2 2023 |
250 |
$125M |
+$9.32M |
-$1.34M |
+$7.98M |
ISTB, VTI, DFNM, VTV, AAPL
|
13F-HR |
7/25/2023, 01:30 PM |
Q1 2023 |
232 |
$113M |
+$5.69M |
-$2.98M |
+$2.71M |
ISTB, VTI, VTV, DFNM, EFV
|
13F-HR |
4/26/2023, 02:09 PM |
Q4 2022 |
226 |
$107M |
+$18M |
-$13.1M |
+$4.95M |
ISTB, VTI, VTV, DFNM, EFV
|
13F-HR |
1/18/2023, 02:34 PM |
Q3 2022 |
242 |
$95.3M |
+$8.02M |
-$1.88M |
+$6.14M |
ISTB, VTI, VTV, SUB, EFV
|
13F-HR |
11/3/2022, 05:05 PM |
Q2 2022 |
223 |
$94.8M |
+$10.6M |
-$18.7M |
-$8.11M |
ISTB, VTI, VTV, SUB, EFV
|
13F-HR |
7/25/2022, 04:33 PM |
Q1 2022 |
189 |
$114M |
+$4.78M |
-$6.74M |
-$1.96M |
ISTB, VTI, VTEB, VTV, EFV
|
13F-HR |
5/10/2022, 04:30 PM |
Q4 2021 |
180 |
$121M |
$0 |
$0 |
|
ISTB, VTEB, VTI, VTV, EFV
|
13F-HR |
2/1/2022, 12:12 PM |