| Q2 2024 |
67 |
$228M |
+$15.8M |
-$4.75M |
+$11.1M |
VTI, DFAC, ITOT, VXUS, DFAX
|
13F-HR |
7/11/2024, 04:43 PM |
| Q1 2024 |
62 |
$214M |
+$18.4M |
-$11M |
+$7.37M |
VTI, DFAC, ITOT, VXUS, DFAX
|
13F-HR |
4/12/2024, 09:06 AM |
| Q4 2023 |
50 |
$192M |
+$8.77M |
-$2.92M |
+$5.85M |
VTI, DFAC, ITOT, VXUS, DFAX
|
13F-HR |
1/8/2024, 02:36 PM |
| Q3 2023 |
47 |
$168M |
+$31.2M |
-$887K |
+$30.3M |
VTI, DFAC, ITOT, VXUS, DFAX
|
13F-HR |
10/10/2023, 08:52 AM |
| Q2 2023 |
42 |
$143M |
+$3.96M |
-$1.82M |
+$2.14M |
VTI, DFAC, VXUS, ITOT, DFAX
|
13F-HR |
7/17/2023, 10:27 AM |
| Q1 2023 |
36 |
$132M |
+$5.08M |
-$3.4M |
+$1.68M |
VTI, DFAC, VXUS, ITOT, IXUS
|
13F-HR |
4/14/2023, 11:17 AM |
| Q4 2022 |
37 |
$121M |
+$18M |
-$12.4M |
+$5.61M |
VTI, DFAC, ITOT, VXUS, IXUS
|
13F-HR |
1/18/2023, 06:46 PM |
| Q3 2022 |
33 |
$108M |
+$18M |
-$9.77M |
+$8.28M |
VTI, DFAC, VXUS, ITOT, DFAX
|
13F-HR |
10/24/2022, 11:02 AM |
| Q2 2022 |
32 |
$109M |
+$21.8M |
-$26.4M |
-$4.66M |
VTI, DFAC, VXUS, DFAX, QQQ
|
13F-HR |
7/7/2022, 11:42 AM |
| Q1 2022 |
41 |
$136M |
+$16.4M |
-$3.09M |
+$13.3M |
VTI, DFAC, VXUS, QQQ, DFAX
|
13F-HR |
4/26/2022, 12:11 PM |
| Q4 2021 |
39 |
$133M |
$0 |
$0 |
|
VTI, DFAC, VXUS, QQQ, DFAX
|
13F-HR |
2/1/2022, 03:43 PM |