Q3 2024 |
123 |
$164M |
+$8M |
-$1.78M |
+$6.22M |
DFUS, SPLG, DFCF, DFAC, AAPL
|
13F-HR |
10/24/2024, 09:05 AM |
Q2 2024 |
117 |
$150M |
+$8.77M |
-$63.5M |
-$54.8M |
DFUS, SPLG, DFCF, DFAC, AAPL
|
13F-HR |
7/18/2024, 01:33 PM |
Q1 2024 |
150 |
$202M |
+$61.9M |
-$7.05M |
+$54.9M |
DFUS, SPLG, DFCF, DFAC, AAPL
|
13F-HR |
4/22/2024, 10:44 AM |
Q4 2023 |
118 |
$138M |
+$56.5M |
-$2.64M |
+$53.8M |
SPLG, DFAC, DFUS, ITOT, MSFT
|
13F-HR |
1/29/2024, 09:39 AM |
Q3 2023 |
72 |
$76.8M |
+$21.3M |
-$14.5M |
+$6.73M |
SPLG, DFAC, DFUS, DFAI, ITOT
|
13F-HR |
10/25/2023, 10:09 AM |
Q2 2023 |
65 |
$72M |
+$8.25M |
-$12.7M |
-$4.47M |
DFAC, BRKA, SPLG, ITOT, DFAI
|
13F-HR |
8/1/2023, 10:29 AM |
Q1 2023 |
61 |
$73.6M |
+$4.39M |
-$4.41M |
-$12.6K |
DKS, DFAC, BRKA, SPLG, ITOT
|
13F-HR |
5/15/2023, 09:52 AM |
Q4 2022 |
61 |
$70.1M |
+$12.9M |
-$14.2M |
-$1.29M |
DKS, DFAC, BRKA, ITOT, SPLG
|
13F-HR |
1/25/2023, 01:36 PM |
Q3 2022 |
60 |
$66M |
+$12.4M |
-$12.2M |
+$215K |
DFAC, ITOT, SPLG, BRKA, ACWI
|
13F-HR |
11/14/2022, 01:04 PM |
Q2 2022 |
65 |
$68.7M |
+$1.42M |
-$8.29M |
-$6.87M |
ITOT, SPLG, DFAC, BRKA, ACWI
|
13F-HR |
8/12/2022, 06:30 PM |
Q1 2022 |
73 |
$83.7M |
+$11.8M |
-$8.78M |
+$3M |
ITOT, SPLG, DFAC, BRKA, ACWI
|
13F-HR |
5/25/2022, 05:37 PM |
Q4 2021 |
75 |
$87M |
$0 |
$0 |
|
ITOT, SPLG, DFAC, ACWI, BRKA
|
13F-HR |
5/25/2022, 05:27 PM |