Q3 2024 |
74 |
$156M |
+$14.2M |
-$16M |
-$1.76M |
AGG, VEU, GSLC, VNQ, AAPL
|
13F-HR |
11/4/2024, 01:25 PM |
Q2 2024 |
61 |
$151M |
+$21.6M |
-$13.8M |
+$7.74M |
AGG, VEU, GSLC, VNQ, AAPL
|
13F-HR |
8/12/2024, 12:08 PM |
Q1 2024 |
58 |
$141M |
+$10.3M |
-$3.69M |
+$6.64M |
AGG, VEU, GSLC, VTIP, BSV
|
13F-HR |
4/29/2024, 02:14 PM |
Q4 2023 |
55 |
$133M |
+$20.4M |
-$19.4M |
+$1.08M |
AGG, VEU, GSLC, VTIP, BSV
|
13F-HR |
1/16/2024, 10:03 AM |
Q3 2023 |
51 |
$123M |
$0 |
$0 |
|
AGG, GSLC, VEU, VTIP, STPZ
|
New Holdings |
11/7/2023, 11:31 AM |
Q3 2023 |
52 |
$123M |
+$10.3M |
-$5.03M |
+$5.25M |
AGG, GSLC, VEU, VTIP, STPZ
|
13F-HR |
10/30/2023, 02:57 PM |
Q2 2023 |
47 |
$122M |
+$7.43M |
-$1.12M |
+$6.3M |
AGG, GSLC, VEU, VTIP, TDTF
|
13F-HR |
7/17/2023, 12:25 PM |
Q1 2023 |
45 |
$113M |
+$6.71M |
-$2.91M |
+$3.79M |
AGG, GSLC, VTIP, VEU, TDTF
|
13F-HR |
5/2/2023, 10:40 AM |
Q4 2022 |
41 |
$85.5M |
+$4.17M |
-$1.75M |
+$2.42M |
AGG, VEU, GSLC, TDTF, STPZ
|
13F-HR |
2/3/2023, 11:28 AM |
Q3 2022 |
42 |
$97.6M |
+$11.7M |
-$1.87M |
+$9.8M |
AGG, VTIP, GSLC, VEU, TDTF
|
13F-HR |
11/9/2022, 10:06 AM |
Q2 2022 |
37 |
$92.8M |
+$2.61M |
-$9.44M |
-$6.82M |
AGG, GSLC, VTIP, VEU, STPZ
|
13F-HR |
7/26/2022, 09:42 AM |
Q1 2022 |
40 |
$111M |
+$3.12M |
-$2.52M |
+$603K |
AGG, GSLC, VTIP, VEU, TDTF
|
13F-HR |
5/3/2022, 10:23 AM |
Q4 2021 |
44 |
$115M |
$0 |
$0 |
|
AGG, GSLC, VTIP, VEU, TDTF
|
13F-HR |
2/14/2022, 12:25 PM |