| Q2 2024 |
65 |
$380M |
+$248M |
-$1.14M |
+$247M |
DFAU, VOOG, DFSV, VCIT, VGSH
|
13F-HR |
8/13/2024, 04:28 PM |
| Q1 2024 |
35 |
$131M |
+$9.1M |
-$163M |
-$154M |
DFAU, DFSV, VCIT, VOOG, DFAI
|
13F-HR |
4/22/2024, 04:48 PM |
| Q4 2023 |
54 |
$273M |
+$19.9M |
-$25.6M |
-$5.72M |
DFAU, VCIT, DFSV, DFAI, VGSH
|
13F-HR |
1/31/2024, 11:46 AM |
| Q3 2023 |
51 |
$255M |
+$28M |
-$4.71M |
+$23.3M |
DFAU, DFAI, VCIT, VGSH, DFSV
|
13F-HR |
10/31/2023, 01:49 PM |
| Q2 2023 |
62 |
$241M |
+$100M |
-$47.5M |
+$52.8M |
DFAU, DFAI, VCIT, VGSH, DFSV
|
13F-HR |
7/20/2023, 01:03 PM |
| Q1 2023 |
62 |
$183M |
+$39.7M |
-$21.6M |
+$18.1M |
VCIT, VXUS, VBR, VGSH, DFAU
|
13F-HR |
4/27/2023, 12:13 PM |
| Q4 2022 |
64 |
$158M |
$0 |
$0 |
|
VCIT, VXUS, VBR, VGSH, BNDX
|
13F-HR |
2/13/2023, 03:13 PM |