Q3 2024 |
12 |
$141M |
+$3.39M |
-$3.08M |
+$307K |
VTI, VCRB, IXUS, VGT, VNQ
|
13F-HR |
11/7/2024, 07:34 PM |
Q2 2024 |
12 |
$132M |
+$42.4M |
-$159M |
-$116M |
VTI, VCRB, IXUS, VGT, VNQ
|
13F-HR |
7/17/2024, 07:47 PM |
Q1 2024 |
19 |
$244M |
+$123M |
$0 |
+$123M |
VTI, BND, IXUS, JPST, VGT
|
13F-HR |
5/10/2024, 03:03 PM |
Q4 2023 |
11 |
$117M |
+$18.7M |
-$18.7M |
-$28.9K |
VTI, BND, IXUS, JPST, VGT
|
13F-HR |
2/14/2024, 03:47 PM |
Q3 2023 |
11 |
$107M |
+$3.9M |
-$37.5K |
+$3.86M |
VTI, VGSH, IXUS, BND, JPST
|
13F-HR |
11/13/2023, 01:48 PM |
Q2 2023 |
11 |
$107M |
+$4.59M |
-$97.9K |
+$4.49M |
VTI, VGSH, IXUS, BND, JPST
|
13F-HR |
7/24/2023, 04:34 PM |
Q1 2023 |
11 |
$99.3M |
+$4.06M |
-$1.16M |
+$2.9M |
VTI, VGSH, BND, IXUS, JPST
|
13F-HR |
5/11/2023, 03:40 PM |
Q4 2022 |
10 |
$92.2M |
+$32.5M |
-$28.5M |
+$3.95M |
VTI, VGSH, BND, JPST, IXUS
|
13F-HR |
2/13/2023, 04:28 PM |
Q2 2022 |
9 |
$88.2M |
+$3.4M |
-$499K |
+$2.9M |
VTI, FLOT, JPST, IXUS, VNQ
|
13F-HR |
7/22/2022, 01:54 PM |
Q1 2022 |
11 |
$95.1M |
+$45M |
-$42.9M |
+$2.08M |
VTI, FLOT, JPST, IXUS, VNQ
|
Restatement |
5/19/2022, 02:48 PM |
Q4 2021 |
13 |
$97.7M |
$0 |
$0 |
|
VTI, BND, VCSH, IXUS, VNQ
|
13F-HR |
2/15/2022, 01:51 PM |