Q1 2025 |
594 |
$101M |
+$1.73M |
-$8.67M |
-$6.94M |
IEFA, AAPL, VV, MSFT, AGG
|
13F-HR |
4/10/2025, 06:29 PM |
Q4 2024 |
820 |
$110M |
+$1.64M |
-$4.59M |
-$2.95M |
IEFA, AAPL, VV, MSFT, AGG
|
13F-HR |
2/5/2025, 08:07 PM |
Q3 2024 |
821 |
$114M |
+$5.5M |
-$2.18M |
+$3.32M |
IEFA, AAPL, VV, MSFT, AGG
|
13F-HR |
10/17/2024, 06:27 PM |
Q2 2024 |
624 |
$106M |
+$8.31M |
-$31.5M |
-$23.2M |
IEFA, AAPL, MSFT, VV, AGG
|
13F-HR |
7/16/2024, 05:30 PM |
Q1 2024 |
644 |
$130M |
+$28.1M |
-$3.52M |
+$24.6M |
IEFA, AAPL, MSFT, VNQ, VV
|
13F-HR |
4/12/2024, 02:07 PM |
Q4 2023 |
99 |
$98.3M |
+$1.87M |
-$26.6M |
-$24.7M |
IEFA, AAPL, MSFT, VNQ, VV
|
13F-HR |
1/24/2024, 05:05 PM |
Q3 2023 |
673 |
$113M |
+$8.78M |
-$1.01M |
+$7.77M |
IEFA, AAPL, MSFT, AGG, VNQ
|
13F-HR |
10/17/2023, 02:09 PM |
Q2 2023 |
676 |
$110M |
+$2.26M |
-$6.18M |
-$3.93M |
IEFA, AAPL, MSFT, AGG, VNQ
|
13F-HR |
7/17/2023, 06:22 PM |
Q1 2023 |
704 |
$109M |
+$2.46M |
-$3.66M |
-$1.2M |
IEFA, AAPL, AGG, MSFT, VNQ
|
13F-HR |
4/20/2023, 05:25 PM |
Q4 2022 |
689 |
$106M |
+$7.39M |
-$8.99M |
-$1.6M |
IEFA, AAPL, AGG, VNQ, MSFT
|
13F-HR |
1/25/2023, 04:32 PM |
Q3 2022 |
706 |
$103M |
+$10.7M |
-$7.8M |
+$2.88M |
IEFA, AAPL, AGG, MSFT, VNQ
|
13F-HR |
10/27/2022, 03:25 PM |
Q2 2022 |
706 |
$115M |
+$15.4M |
-$10M |
+$5.38M |
IEFA, AAPL, AGG, MSFT, VNQ
|
13F-HR |
7/26/2022, 06:01 PM |
Q1 2022 |
716 |
$135M |
+$32.3M |
-$1.53M |
+$30.8M |
IEFA, AGG, AAPL, MSFT, VNQ
|
13F-HR |
4/20/2022, 06:34 PM |
Q4 2021 |
234 |
$170M |
+$71.7M |
-$3.17M |
+$68.6M |
IEFA, AGG, AAPL, VNQ, MSFT
|
13F-HR |
1/18/2022, 05:18 PM |
Q3 2021 |
236 |
$94.5M |
+$1.06M |
-$939K |
+$123K |
IEFA, AAPL, VNQ, AGG, MSFT
|
13F-HR |
10/14/2021, 04:36 PM |
Q2 2021 |
224 |
$94.6M |
+$1.14M |
-$1.12M |
+$18.9K |
IEFA, AAPL, VNQ, AGG, MSFT
|
13F-HR |
7/16/2021, 12:51 PM |
Q1 2021 |
219 |
$89.6M |
+$73.2K |
-$5.86M |
-$5.78M |
IEFA, AAPL, VNQ, AGG, MSFT
|
13F-HR |
4/19/2021, 11:36 AM |
Q4 2020 |
219 |
$90.4M |
+$1.6M |
-$3.31M |
-$1.72M |
IEFA, AAPL, JCTCF, VNQ, AGG
|
13F-HR |
1/21/2021, 05:39 PM |
Q3 2020 |
237 |
$87M |
+$3.54M |
-$21.5M |
-$18M |
IEFA, AAPL, JCTCF, AGG, VNQ
|
13F-HR |
10/15/2020, 03:08 PM |
Q2 2020 |
255 |
$103M |
+$590K |
-$2.52M |
-$1.93M |
IEFA, JCTCF, AGG, MUB, AAPL
|
13F-HR |
7/8/2020, 02:40 PM |
Q1 2020 |
266 |
$104M |
+$1.42M |
-$11.5M |
-$10.1M |
IEFA, DON, JCTCF, AGG, MUB
|
Restatement |
4/15/2020, 04:56 PM |
Q4 2019 |
266 |
$149M |
+$2.89M |
-$4.63M |
-$1.74M |
DON, IEFA, JCTCF, REET, VNQ
|
13F-HR |
1/10/2020, 11:18 AM |
Q3 2019 |
271 |
$144M |
+$2.28M |
-$2.14M |
+$140K |
DON, IEFA, JCTCF, REET, SUB
|
13F-HR |
10/16/2019, 11:50 AM |
Q2 2019 |
265 |
$142M |
+$10.5M |
-$1.61M |
+$8.9M |
DON, IEFA, JCTCF, REET, SUB
|
13F-HR |
7/12/2019, 01:38 PM |
Q1 2019 |
420 |
$132M |
+$2.53M |
-$11.4M |
-$8.83M |
DON, IEFA, REET, SUB, AGG
|
13F-HR |
4/9/2019, 06:58 PM |
Q4 2018 |
244 |
$128M |
|
|
|
IEFA, DON, AGG, REET, SUB
|
13F-HR |
2/11/2019, 04:58 PM |