| Q2 2024 |
95 |
$672M |
+$52.7M |
-$2.92M |
+$49.8M |
VTI, XTEN, XHLF, VEA, MOAT
|
13F-HR |
7/25/2024, 10:09 AM |
| Q1 2024 |
87 |
$619M |
+$94.7M |
-$51.9M |
+$42.8M |
VTI, XHLF, XTEN, VEA, MOAT
|
13F-HR |
5/1/2024, 04:55 PM |
| Q4 2023 |
79 |
$550M |
+$51.5M |
-$21M |
+$30.5M |
XHLF, VTI, VEA, MOAT, VGK
|
13F-HR |
1/31/2024, 01:08 PM |
| Q3 2023 |
75 |
$482M |
+$87.9M |
-$53.7M |
+$34.2M |
VTI, XHLF, VEA, MOAT, AGG
|
13F-HR |
11/8/2023, 12:27 PM |
| Q2 2023 |
84 |
$462M |
+$32.2M |
-$10.5M |
+$21.7M |
VTI, XHLF, VEA, MOAT, STIP
|
13F-HR |
8/3/2023, 01:14 PM |
| Q1 2023 |
71 |
$422M |
+$42M |
-$16.2M |
+$25.8M |
VTI, XHLF, VEA, MOAT, STIP
|
13F-HR |
4/18/2023, 01:57 PM |
| Q4 2022 |
80 |
$371M |
+$244M |
-$503K |
+$244M |
VTI, XHLF, VEA, STIP, MOAT
|
Restatement |
1/27/2023, 02:35 PM |
| Q3 2022 |
45 |
$126M |
+$24.2M |
-$5.86M |
+$18.3M |
VTI, STIP, FTSL, AAPL, VEA
|
13F-HR |
10/26/2022, 10:54 AM |
| Q2 2022 |
41 |
$121M |
+$25.1M |
-$17.5M |
+$7.6M |
VTI, STIP, FTSL, VEA, AAPL
|
13F-HR |
8/2/2022, 02:09 PM |
| Q1 2022 |
39 |
$133M |
+$24.5M |
-$17.3M |
+$7.25M |
VTI, VEA, STIP, GOOG, AAPL
|
13F-HR |
5/16/2022, 11:48 AM |
| Q4 2021 |
42 |
$132M |
$0 |
$0 |
|
VTI, VEA, BND, AAPL, GOOG
|
13F-HR |
2/14/2022, 10:55 AM |