| Q2 2024 |
99 |
$173M |
+$9.57M |
-$2.95M |
+$6.62M |
AGG, VOO, VTEB, MSFT, AAPL
|
13F-HR |
7/24/2024, 04:06 PM |
| Q1 2024 |
100 |
$166M |
+$17.7M |
-$4.6M |
+$13.1M |
AGG, VOO, VTEB, MSFT, AAPL
|
13F-HR |
4/15/2024, 05:13 PM |
| Q4 2023 |
88 |
$144M |
+$10.2M |
-$3.68M |
+$6.53M |
AGG, VOO, AAPL, VTEB, MSFT
|
13F-HR |
1/10/2024, 03:15 PM |
| Q3 2023 |
85 |
$126M |
+$14.2M |
-$15.9M |
-$1.75M |
AGG, VOO, VTEB, AAPL, MSFT
|
13F-HR |
10/4/2023, 05:40 PM |
| Q2 2023 |
88 |
$132M |
+$8.09M |
-$19.1M |
-$11M |
AGG, VTV, VOO, USMV, XLF
|
13F-HR |
7/17/2023, 04:22 PM |
| Q1 2023 |
89 |
$136M |
+$8.86M |
-$4.58M |
+$4.29M |
VTV, VOO, AGG, USMV, XLF
|
13F-HR |
4/13/2023, 01:38 PM |
| Q4 2022 |
88 |
$129M |
+$12.9M |
-$4.55M |
+$8.31M |
VTV, VOO, AGG, USMV, XLF
|
13F-HR |
1/20/2023, 12:54 PM |
| Q3 2022 |
75 |
$110M |
+$17.3M |
-$16.1M |
+$1.23M |
VOO, VTV, AGG, USMV, XLF
|
13F-HR |
11/14/2022, 11:03 AM |
| Q2 2022 |
80 |
$115M |
+$15.2M |
-$12.9M |
+$2.28M |
VOO, AGG, USMV, IEFA, XLF
|
13F-HR |
7/29/2022, 02:02 PM |
| Q1 2022 |
83 |
$130M |
+$8.39M |
-$2.68M |
+$5.7M |
VOO, USMV, AGG, RSPM, IEFA
|
13F-HR |
4/29/2022, 05:22 PM |
| Q4 2021 |
80 |
$130M |
$0 |
$0 |
|
VOO, USMV, AGG, IEFA, RSPM
|
13F-HR |
1/31/2022, 04:02 PM |