Q3 2024 |
256 |
$1.21B |
+$87.5M |
-$162M |
-$74.7M |
VOO, DGRO, BIV, SCHX, IJH
|
13F-HR |
11/29/2024, 03:10 PM |
Q2 2024 |
244 |
$1.22B |
+$308M |
-$198M |
+$110M |
VOO, SCHX, DGRO, BIV, VO
|
13F-HR |
9/11/2024, 05:42 PM |
Q1 2024 |
281 |
$1.09B |
+$82M |
-$356M |
-$274M |
VOO, DGRO, IDA, BIV, IJH
|
13F-HR |
6/11/2024, 03:15 PM |
Q4 2023 |
285 |
$1.35B |
+$82.7M |
-$140M |
-$57.1M |
VOO, DGRO, IDA, BIV, VO
|
13F-HR |
2/21/2024, 11:47 AM |
Q3 2023 |
286 |
$1.29B |
+$167M |
-$341M |
-$174M |
VOO, DGRO, IDA, BIV, VO
|
13F-HR |
11/15/2023, 01:41 PM |
Q2 2023 |
418 |
$1.44B |
+$70.8M |
-$137M |
-$65.8M |
VOO, BIV, VO, ITOT, DGRO
|
13F-HR |
8/14/2023, 12:38 PM |
Q1 2023 |
434 |
$1.39B |
+$437M |
-$138M |
+$299M |
VOO, BIV, VO, DGRO, VB
|
13F-HR |
5/22/2023, 09:54 AM |
Q4 2022 |
435 |
$1.01B |
+$149M |
-$373M |
-$224M |
DGRO, SCHX, HYG, IJH, VO
|
13F-HR |
2/16/2023, 02:14 PM |
Q3 2022 |
415 |
$1.18B |
+$113M |
-$95.9M |
+$17.6M |
VOO, BIV, SCHX, HYG, DGRO
|
13F-HR |
12/2/2022, 09:47 AM |
Q2 2022 |
440 |
$1.19B |
+$56.8M |
-$109M |
-$52.5M |
VOO, BIV, SCHX, DGRO, VEA
|
13F-HR |
10/3/2022, 02:23 PM |
Q1 2022 |
500 |
$1.49B |
+$372M |
-$55.9M |
+$316M |
VOO, SCHX, BIV, DGRO, VEA
|
13F-HR |
6/8/2022, 04:18 PM |
Q4 2021 |
369 |
$1.31B |
$0 |
$0 |
|
VOO, SCHX, BIV, DGRO, VEA
|
13F-HR |
3/17/2022, 02:34 PM |