Q3 2024 |
34 |
$254M |
+$2.52M |
-$512K |
+$2M |
VOO, VTI, VUSB, ONEQ, VXUS
|
13F-HR |
10/22/2024, 04:52 PM |
Q2 2024 |
34 |
$238M |
+$2.35M |
-$1.29M |
+$1.06M |
VOO, VTI, VUSB, ONEQ, VXUS
|
13F-HR |
7/25/2024, 05:04 PM |
Q1 2024 |
34 |
$234M |
+$22M |
-$22.7M |
-$697K |
VOO, VTI, VUSB, ONEQ, VXUS
|
13F-HR |
5/3/2024, 08:04 PM |
Q4 2023 |
27 |
$223M |
+$20.4M |
-$23.4M |
-$2.98M |
VOO, VTI, VUSB, ONEQ, VXUS
|
13F-HR |
1/23/2024, 02:02 PM |
Q3 2023 |
27 |
$209M |
+$2.37M |
-$1.06M |
+$1.31M |
VOO, VTI, ULST, ONEQ, VXUS
|
13F-HR |
11/6/2023, 05:55 PM |
Q2 2023 |
27 |
$215M |
+$5.48M |
-$3.41M |
+$2.07M |
VOO, VTI, ULST, ONEQ, VXUS
|
13F-HR |
7/31/2023, 05:17 PM |
Q1 2023 |
32 |
$205M |
+$90.8M |
-$87.8M |
+$2.91M |
VOO, VTI, ULST, VXUS, ONEQ
|
13F-HR |
5/10/2023, 05:20 PM |
Q4 2022 |
17 |
$192M |
+$583K |
-$1.5M |
-$918K |
VTI, BND, ONEQ, VO, FIDI
|
13F-HR |
2/14/2023, 09:01 AM |
Q3 2022 |
17 |
$182M |
$0 |
$0 |
|
VTI, BND, ONEQ, VO, SPHD
|
13F-HR |
11/14/2022, 08:27 AM |