| Q1 2024 |
80 |
$516M |
+$40.6M |
-$1.07M |
+$39.6M |
VCIT, VOO, EFV, PFFD, VIG
|
13F-HR |
5/13/2024, 11:52 AM |
| Q4 2023 |
74 |
$462M |
+$83.1M |
-$55.4M |
+$27.8M |
VCIT, VOO, EFV, PFFD, VIG
|
13F-HR |
2/13/2024, 10:21 AM |
| Q3 2023 |
70 |
$399M |
+$17.1M |
-$7.9M |
+$9.18M |
VCIT, EFV, VOO, VYM, IEFA
|
13F-HR |
11/14/2023, 11:59 AM |
| Q2 2023 |
67 |
$404M |
+$55.2M |
-$28.2M |
+$27M |
VCIT, EFV, VOO, VYM, IEFA
|
13F-HR |
10/10/2023, 12:16 PM |
| Q4 2022 |
62 |
$352M |
+$40.7M |
-$22.8M |
+$17.9M |
VCIT, EFV, IEFA, VYM, VOO
|
13F-HR |
3/24/2023, 07:03 PM |
| Q3 2022 |
60 |
$307M |
+$42M |
-$20.8M |
+$21.2M |
EFV, PFFD, VOO, IEFA, VYM
|
13F-HR |
3/24/2023, 07:16 PM |
| Q2 2022 |
57 |
$307M |
+$36.9M |
-$20M |
+$16.9M |
PFFD, EFV, VOO, IEFA, TIP
|
13F-HR |
3/24/2023, 07:23 PM |
| Q1 2022 |
57 |
$335M |
+$62.9M |
-$45.7M |
+$17.2M |
VOO, EFV, PFFD, QQQ, VYM
|
13F-HR |
3/24/2023, 07:29 PM |
| Q4 2021 |
56 |
$332M |
+$19.2M |
-$4M |
+$15.2M |
PFFD, VOO, QQQ, VWO, EFV
|
13F-HR |
3/24/2023, 07:33 PM |
| Q3 2021 |
62 |
$305M |
+$33.2M |
-$2.12M |
+$31.1M |
PFFD, VOO, VWO, EFV, VPL
|
13F-HR |
3/24/2023, 07:37 PM |
| Q2 2021 |
49 |
$279M |
+$29.8M |
-$1.52M |
+$28.2M |
PFFD, VOO, VWO, VPL, QQQ
|
13F-HR |
3/24/2023, 07:43 PM |
| Q1 2021 |
47 |
$240M |
+$53.7M |
-$9.71M |
+$44M |
VOO, PFFD, VWO, VPL, QQQ
|
13F-HR |
3/24/2023, 08:17 PM |
| Q4 2020 |
49 |
$186M |
$0 |
$0 |
|
VOO, VWO, VPL, VIG, VOE
|
Restatement |
3/31/2023, 02:55 PM |