Q3 2024 |
19 |
$12.1M |
+$2.04M |
-$727K |
+$1.32M |
VOO, AGG, IJH, IEFA, MSFT
|
13F-HR |
11/12/2024, 09:17 AM |
Q2 2024 |
20 |
$10.7M |
+$584K |
-$123K |
+$461K |
VOO, AGG, MSFT, IJH, IEFA
|
13F-HR |
7/25/2024, 04:18 PM |
Q1 2024 |
18 |
$10.1M |
+$1.64M |
-$567K |
+$1.07M |
VOO, AGG, IJH, MSFT, IEFA
|
13F-HR |
4/24/2024, 10:53 AM |
Q4 2023 |
16 |
$8.94M |
+$849K |
-$349K |
+$500K |
VOO, AGG, IJH, IEFA, MSFT
|
13F-HR |
1/10/2024, 12:54 PM |
Q3 2023 |
14 |
$7.65M |
+$262 |
-$782K |
-$782K |
VOO, AGG, IEFA, MSFT, GOOGL
|
13F-HR |
11/14/2023, 01:51 PM |
Q2 2023 |
16 |
$8.75M |
+$142K |
-$761K |
-$619K |
VOO, AGG, MSFT, IEFA, IEMG
|
13F-HR |
8/15/2023, 10:52 AM |
Q1 2023 |
18 |
$8.91M |
$0 |
-$2.82M |
-$2.82M |
VOO, AGG, IEFA, MSFT, IEMG
|
13F-HR |
5/3/2023, 04:11 PM |
Q4 2022 |
20 |
$11.1M |
+$428K |
-$1.42M |
-$995K |
VOO, AGG, IEFA, USMV, MSFT
|
13F-HR |
2/2/2023, 01:17 PM |
Q3 2022 |
21 |
$11.4M |
+$888K |
-$735K |
+$153K |
VOO, AGG, IEFA, VTV, USMV
|
13F-HR |
10/31/2022, 11:22 AM |
Q2 2022 |
23 |
$12.1M |
+$304K |
-$1.49M |
-$1.19M |
VOO, AGG, IEFA, VTV, USMV
|
13F-HR |
7/14/2022, 12:28 PM |
Q1 2022 |
27 |
$15.2M |
$0 |
$0 |
|
VOO, AGG, IEFA, MSFT, VTV
|
13F-HR |
5/16/2022, 04:18 PM |