Q3 2024 |
54 |
$174M |
+$12.1M |
-$2.39M |
+$9.66M |
VTI, IVV, SCHB, ITOT, LONZ
|
13F-HR |
11/8/2024, 11:46 AM |
Q2 2024 |
49 |
$156M |
+$18.7M |
-$6.97M |
+$11.7M |
VTI, IVV, SCHB, ITOT, LONZ
|
13F-HR |
7/25/2024, 03:33 PM |
Q1 2024 |
46 |
$143M |
+$16.6M |
-$12.4M |
+$4.22M |
VTI, IVV, SCHB, ITOT, LONZ
|
13F-HR |
5/2/2024, 12:36 PM |
Q4 2023 |
41 |
$135M |
+$8.42M |
-$1.54M |
+$6.88M |
VTI, SCHB, IVV, LONZ, ITOT
|
13F-HR |
1/23/2024, 12:11 PM |
Q3 2023 |
39 |
$118M |
+$2.63M |
-$3.78M |
-$1.15M |
VTI, SCHB, IVV, LONZ, ITOT
|
13F-HR |
11/14/2023, 08:56 AM |
Q2 2023 |
42 |
$123M |
+$15.7M |
-$7.86M |
+$7.82M |
VTI, SCHB, IVV, LONZ, ITOT
|
13F-HR |
7/31/2023, 05:24 PM |
Q1 2023 |
42 |
$112M |
+$16.9M |
-$8.85M |
+$8.06M |
VTI, SDY, SCHB, LONZ, IVV
|
13F-HR |
5/12/2023, 09:28 AM |
Q4 2022 |
38 |
$100M |
+$92.6M |
$0 |
+$92.6M |
LONZ, SDY, SCHB, IVV, ITOT
|
13F-HR |
2/10/2023, 04:25 PM |
Q3 2022 |
17 |
$3.04M |
+$593K |
-$90.4M |
-$89.8M |
SDY, SPY, VIG, AGG, VO
|
13F-HR |
10/25/2022, 03:38 PM |
Q2 2022 |
29 |
$101M |
+$42.8M |
-$35.4M |
+$7.39M |
BOND, SCHB, VTI, VO, SDY
|
13F-HR |
7/25/2022, 10:46 AM |
Q1 2022 |
24 |
$109M |
+$9.13M |
-$16.2M |
-$7.1M |
VTI, VO, BND, IVV, IEFA
|
13F-HR |
5/16/2022, 09:42 AM |
Q4 2021 |
26 |
$127M |
$0 |
$0 |
|
VTI, VO, BND, IVV, IEFA
|
13F-HR |
2/18/2022, 09:57 AM |