Q3 2024 |
2 |
$18.3M |
+$328K |
$0 |
+$328K |
VNQ, AGG
|
13F-HR |
11/12/2024, 11:03 AM |
Q2 2024 |
2 |
$15.7M |
$0 |
-$9.65M |
-$9.65M |
VNQ, AGG
|
13F-HR |
8/14/2024, 08:56 AM |
Q1 2024 |
2 |
$25.9M |
+$106K |
-$3.31M |
-$3.2M |
AGG, VNQ
|
13F-HR |
5/15/2024, 03:42 PM |
Q4 2023 |
2 |
$29.6M |
+$150K |
-$63M |
-$62.8M |
AGG, VNQ
|
13F-HR |
2/13/2024, 02:34 PM |
Q3 2023 |
5 |
$87.8M |
+$99.9K |
-$24.7M |
-$24.6M |
AGG, VTI, VNQ, IEFA, IEMG
|
13F-HR |
11/2/2023, 02:51 PM |
Q2 2023 |
5 |
$118M |
+$571K |
-$19.1M |
-$18.5M |
AGG, VTI, IEFA, VNQ, IEMG
|
13F-HR |
7/31/2023, 04:42 PM |
Q1 2023 |
5 |
$134M |
+$11.2M |
-$126M |
-$114M |
AGG, VTI, IEFA, VNQ, IEMG
|
13F-HR |
4/21/2023, 09:33 AM |
Q4 2022 |
5 |
$235M |
+$33.9M |
-$148M |
-$114M |
VTI, IEFA, AGG, IEMG, VNQ
|
13F-HR |
1/31/2023, 02:08 PM |
Q3 2022 |
8 |
$330M |
$0 |
-$55.1M |
-$55.1M |
VTI, VGSH, IEFA, VGIT, IEMG
|
13F-HR |
10/12/2022, 04:59 PM |
Q2 2022 |
8 |
$410M |
+$178M |
-$18.8M |
+$159M |
VTI, VGSH, IEFA, AGG, IEMG
|
13F-HR |
7/7/2022, 03:04 PM |
Q1 2022 |
8 |
$272M |
$0 |
$0 |
|
VGSH, VOO, AGG, IEFA, VGIT
|
13F-HR |
5/3/2022, 09:29 AM |