Q3 2024 |
56 |
$259M |
+$4.66M |
-$8.94M |
-$4.28M |
ITOT, VTI, IJH, IJR, QQQ
|
13F-HR |
10/4/2024, 05:06 PM |
Q2 2024 |
52 |
$249M |
+$3.77M |
-$2.34M |
+$1.43M |
ITOT, VTI, IJH, QQQ, IJR
|
13F-HR |
7/11/2024, 12:49 PM |
Q1 2024 |
53 |
$243M |
+$22.9M |
-$819K |
+$22.1M |
ITOT, VTI, IJH, IJR, QQQ
|
13F-HR |
4/8/2024, 01:37 PM |
Q4 2023 |
43 |
$221M |
+$8.02M |
-$4.78M |
+$3.24M |
ITOT, VTI, IJH, IJR, QQQ
|
13F-HR |
1/17/2024, 01:13 PM |
Q3 2023 |
38 |
$194M |
+$1.56M |
-$4.64M |
-$3.08M |
ITOT, VTI, IJH, IJR, QQQ
|
13F-HR |
10/10/2023, 02:57 PM |
Q2 2023 |
37 |
$206M |
+$2.43M |
-$1.37M |
+$1.06M |
ITOT, VTI, IJH, IJR, QQQ
|
13F-HR |
7/13/2023, 08:47 AM |
Q1 2023 |
35 |
$189M |
+$5.42M |
-$1.25M |
+$4.16M |
ITOT, VTI, IJH, IJR, QQQ
|
13F-HR |
4/6/2023, 10:56 AM |
Q4 2022 |
34 |
$172M |
+$12.9M |
-$14.8M |
-$1.91M |
ITOT, VTI, IJH, IJR, QQQ
|
13F-HR |
1/10/2023, 11:31 AM |
Q3 2022 |
40 |
$165M |
+$32.6M |
-$1.95M |
+$30.6M |
ITOT, VTI, IJH, IJR, QQQ
|
13F-HR |
10/11/2022, 04:38 PM |
Q2 2022 |
38 |
$144M |
+$18.4M |
-$7.16M |
+$11.3M |
ITOT, VTI, QQQ, IJH, MDY
|
13F-HR |
7/13/2022, 10:13 AM |
Q1 2022 |
39 |
$161M |
+$18.9M |
-$9.08M |
+$9.84M |
ITOT, VTI, QQQ, IJH, MDY
|
13F-HR |
4/5/2022, 04:12 PM |
Q4 2021 |
39 |
$160M |
+$3.56M |
-$1.38M |
+$2.18M |
ITOT, VTI, QQQ, MDY, IJH
|
13F-HR |
3/8/2022, 05:45 PM |
Q3 2021 |
37 |
$145M |
+$1.68M |
-$251K |
+$1.43M |
ITOT, VTI, QQQ, MDY, IJH
|
13F-HR |
3/8/2022, 05:39 PM |
Q2 2021 |
37 |
$145M |
+$3.19M |
-$2.38M |
+$805K |
ITOT, VTI, QQQ, MDY, IJH
|
13F-HR |
3/8/2022, 04:09 PM |
Q1 2021 |
37 |
$135M |
+$1.7M |
-$155K |
+$1.55M |
ITOT, VTI, MDY, QQQ, IJH
|
13F-HR |
3/8/2022, 04:04 PM |
Q4 2020 |
37 |
$126M |
+$7.18M |
-$2.69M |
+$4.48M |
ITOT, VTI, QQQ, MDY, IJH
|
13F-HR |
3/8/2022, 03:59 PM |
Q3 2020 |
39 |
$106M |
+$7.74M |
-$773K |
+$6.96M |
ITOT, VTI, QQQ, MDY, AAPL
|
13F-HR |
3/8/2022, 03:54 PM |
Q2 2020 |
38 |
$95.4M |
+$12.6M |
-$16.6M |
-$4M |
ITOT, VTI, QQQ, MDY, AAPL
|
13F-HR |
3/8/2022, 03:50 PM |
Q1 2020 |
42 |
$82.8M |
+$19.7M |
-$21.1M |
-$1.39M |
ITOT, VTI, QQQ, MDY, VWO
|
13F-HR |
3/8/2022, 03:45 PM |
Q4 2019 |
40 |
$107M |
+$99.7K |
-$25.4M |
-$25.3M |
ITOT, IEMG, MDY, QQQ, IEFA
|
13F-HR |
3/8/2022, 03:36 PM |
Q3 2019 |
41 |
$122M |
+$1.62M |
-$611K |
+$1.01M |
ITOT, GNTX, IEMG, MDY, IWV
|
13F-HR |
3/8/2022, 02:46 PM |
Q2 2019 |
41 |
$118M |
+$13.7M |
-$7.75M |
+$5.94M |
ITOT, GNTX, IEMG, MDY, IWV
|
13F-HR |
3/8/2022, 01:44 PM |
Q1 2019 |
41 |
$108M |
+$11.2M |
-$3.67M |
+$7.53M |
ITOT, GNTX, IEMG, MDY, IWV
|
13F-HR |
3/8/2022, 01:37 PM |
Q4 2018 |
36 |
$90.1M |
+$3.39M |
-$5.17M |
-$1.78M |
GNTX, ITOT, IEMG, IEFA, MDY
|
13F-HR |
3/8/2022, 01:31 PM |
Q3 2018 |
38 |
$106M |
+$1.85M |
-$337K |
+$1.51M |
GNTX, IEFA, IEMG, ITOT, MDY
|
13F-HR |
3/8/2022, 12:51 PM |
Q2 2018 |
37 |
$102M |
+$5.67M |
-$3.84M |
+$1.83M |
GNTX, IEFA, IEMG, ITOT, MDY
|
13F-HR |
3/8/2022, 12:31 PM |
Q1 2018 |
35 |
$99.8M |
+$1.02M |
-$1.21M |
-$189K |
GNTX, IEFA, IEMG, ITOT, MDY
|
13F-HR |
3/8/2022, 12:23 PM |
Q4 2017 |
37 |
$99.1M |
$0 |
$0 |
|
GNTX, IEFA, IEMG, ITOT, MDY
|
13F-HR |
3/8/2022, 11:53 AM |