Q3 2024 |
100 |
$262M |
+$26.5M |
-$1.24M |
+$25.3M |
TOTL, UCON, VTI, DFAU, VGSH
|
13F-HR |
10/18/2024, 10:00 AM |
Q2 2024 |
90 |
$229M |
+$62.8M |
-$8.57M |
+$54.2M |
TOTL, VTI, UCON, DFAU, COIN
|
13F-HR |
8/7/2024, 05:01 PM |
Q1 2024 |
103 |
$175M |
+$39.9M |
-$4.25M |
+$35.7M |
VTI, COIN, DFAU, VGSH, DFAE
|
13F-HR |
5/13/2024, 03:14 PM |
Q4 2023 |
80 |
$124M |
+$7.37M |
-$2.93M |
+$4.44M |
VTI, COIN, DFAE, SCHX, AAPL
|
13F-HR |
2/2/2024, 09:51 AM |
Q3 2023 |
72 |
$101M |
+$3.14M |
-$1.98M |
+$1.16M |
VTI, SCHX, DFAE, AAPL, COIN
|
13F-HR |
11/8/2023, 11:04 AM |
Q2 2023 |
74 |
$104M |
+$6.33M |
-$2.25M |
+$4.08M |
VTI, AAPL, SCHX, DFAE, SPLG
|
13F-HR |
7/28/2023, 12:46 PM |
Q1 2023 |
83 |
$92.6M |
+$8.72M |
-$3.54M |
+$5.18M |
VTI, SCHX, AAPL, SPLG, COIN
|
13F-HR |
5/2/2023, 10:35 AM |
Q4 2022 |
73 |
$78.2M |
+$10.7M |
-$7.03M |
+$3.63M |
VTI, SCHX, SPLG, AAPL, IVV
|
13F-HR |
2/3/2023, 04:08 PM |
Q3 2022 |
68 |
$73.4M |
+$5.98M |
-$5.77M |
+$215K |
SCHX, VTI, COIN, SPLG, AAPL
|
13F-HR |
11/1/2022, 04:16 PM |
Q2 2022 |
72 |
$76.4M |
+$16.3M |
-$5.24M |
+$11.1M |
SCHX, VTI, SPLG, AAPL, COIN
|
13F-HR |
8/1/2022, 01:34 PM |
Q1 2022 |
80 |
$78.8M |
+$18.9M |
-$33.8M |
-$14.8M |
SCHX, VTI, SPLG, AAPL, ITOT
|
13F-HR |
5/6/2022, 10:13 AM |
Q4 2021 |
78 |
$104M |
$0 |
$0 |
|
COIN, SCHX, VTI, SPLG, AAPL
|
13F-HR |
2/4/2022, 03:16 PM |