Q2 2024 |
48 |
$168M |
+$5.88M |
-$11.4M |
-$5.5M |
IVV, DFAC, VTI, IJR, IJH
|
13F-HR |
8/13/2024, 02:57 PM |
Q1 2024 |
47 |
$171M |
+$19.6M |
-$1.27M |
+$18.3M |
IVV, DFAC, BRKA, VTI, IJR
|
13F-HR |
5/10/2024, 01:12 PM |
Q4 2023 |
44 |
$149M |
+$6.59M |
-$1.9M |
+$4.7M |
IVV, DFAC, IJR, VTI, IJH
|
13F-HR |
1/29/2024, 05:11 PM |
Q3 2023 |
47 |
$130M |
+$5.04M |
-$12.3M |
-$7.28M |
IVV, DFAC, VTI, IJR, IJH
|
13F-HR |
10/31/2023, 03:32 PM |
Q2 2023 |
47 |
$145M |
+$1.92M |
-$1.08M |
+$842K |
IVV, BRKA, DFAC, VTI, IJR
|
13F-HR |
8/11/2023, 07:39 AM |
Q1 2023 |
47 |
$135M |
+$1.92M |
-$947K |
+$978K |
IVV, BRKA, DFAC, VTI, IJR
|
13F-HR |
5/8/2023, 03:50 PM |
Q4 2022 |
47 |
$138M |
+$22.7M |
-$14.3M |
+$8.46M |
IVV, BRKA, VTI, DFAC, IJR
|
13F-HR |
2/14/2023, 02:29 PM |
Q3 2022 |
41 |
$112M |
+$4.1M |
-$4.92M |
-$817K |
IVV, BRKA, VTI, IJR, IJH
|
13F-HR |
11/10/2022, 02:11 PM |
Q2 2022 |
41 |
$118M |
+$8.63M |
-$3.27M |
+$5.36M |
IVV, BRKA, VTI, IJR, IJH
|
13F-HR |
8/15/2022, 02:11 PM |
Q1 2022 |
41 |
$135M |
$0 |
$0 |
|
IVV, BRKA, VTI, IJR, IJH
|
13F-HR |
5/10/2022, 11:57 AM |