Q3 2024 |
16 |
$283M |
+$466K |
-$56.5M |
-$56M |
SPY, IEFA, VOO, SCHD, IEMG
|
13F-HR |
10/29/2024, 04:40 PM |
Q2 2024 |
17 |
$320M |
+$149M |
$0 |
+$149M |
SPY, IEFA, VOO, SCHD, IEMG
|
13F-HR |
7/17/2024, 01:53 PM |
Q1 2024 |
14 |
$169M |
+$11.7M |
-$47.1M |
-$35.4M |
IEFA, SPY, VOO, SCHD, IEMG
|
13F-HR |
4/23/2024, 03:54 PM |
Q4 2023 |
22 |
$195M |
+$9.36M |
-$4.67M |
+$4.69M |
IEFA, SPY, VOO, SCHD, IEMG
|
Restatement |
2/23/2024, 09:16 AM |
Q3 2023 |
12 |
$175M |
+$316K |
-$5.01M |
-$4.69M |
IEFA, SPY, VOO, SCHD, IEMG
|
13F-HR |
11/13/2023, 10:45 AM |
Q2 2023 |
12 |
$186M |
+$1.48M |
-$3.96M |
-$2.48M |
IEFA, SPY, VOO, SCHD, IEMG
|
13F-HR |
11/16/2023, 11:57 AM |
Q1 2023 |
12 |
$182M |
+$2.64M |
-$30.9M |
-$28.2M |
IEFA, SPY, VOO, SCHD, IEMG
|
13F-HR |
11/16/2023, 11:52 AM |
Q4 2022 |
14 |
$199M |
+$7.41M |
-$62.6M |
-$55.2M |
IEFA, SPY, VOO, SCHD, IEMG
|
13F-HR |
11/16/2023, 11:28 AM |
Q3 2022 |
16 |
$232M |
+$67.1M |
$0 |
+$67.1M |
SPY, IEFA, SCHD, VOO, IEMG
|
13F-HR |
11/16/2023, 11:09 AM |
Q2 2022 |
12 |
$179M |
+$38.9M |
-$43.2M |
-$4.32M |
IEFA, SPY, SCHD, VOO, IEMG
|
13F-HR |
11/16/2023, 10:50 AM |
Q1 2022 |
14 |
$207M |
+$79.5M |
-$12.7M |
+$66.8M |
SPY, IEFA, EEM, SCHD, VOO
|
13F-HR |
11/16/2023, 10:33 AM |
Q4 2021 |
12 |
$144M |
$0 |
$0 |
|
SPY, EFA, SCHD, TIP, IEMG
|
13F-HR |
11/16/2023, 10:12 AM |