Q4 2024 |
11 |
$274M |
+$72.6M |
-$55.8K |
+$72.6M |
IVV, IEFA, AGG, STIP, REET
|
13F-HR |
2/14/2025, 03:50 PM |
Q3 2024 |
11 |
$208M |
+$581K |
-$3.68M |
-$3.1M |
IVV, IEFA, AGG, STIP, REET
|
13F-HR |
11/13/2024, 11:04 AM |
Q2 2024 |
11 |
$199M |
+$943K |
-$4.3M |
-$3.36M |
IVV, IEFA, AGG, STIP, REET
|
13F-HR |
8/14/2024, 11:07 AM |
Q1 2024 |
11 |
$201M |
+$3.5M |
-$4.63M |
-$1.13M |
IVV, IEFA, AGG, STIP, REET
|
13F-HR |
5/15/2024, 10:36 AM |
Q4 2023 |
11 |
$193M |
+$878K |
-$3.45M |
-$2.57M |
IVV, IEFA, AGG, STIP, REET
|
13F-HR |
2/14/2024, 09:22 AM |
Q3 2023 |
10 |
$180M |
+$1.27M |
-$2.67M |
-$1.4M |
IVV, IEFA, AGG, STIP, REET
|
13F-HR |
11/14/2023, 11:00 AM |
Q2 2023 |
9 |
$189M |
+$1.82M |
-$5.38M |
-$3.55M |
IVV, IEFA, AGG, STIP, REET
|
13F-HR |
8/14/2023, 12:00 PM |
Q1 2023 |
9 |
$187M |
+$3.05M |
-$7.21M |
-$4.16M |
IVV, IEFA, AGG, STIP, REET
|
13F-HR |
5/15/2023, 11:01 AM |
Q4 2022 |
11 |
$183M |
+$81.3K |
-$4.58M |
-$4.5M |
IVV, IEFA, AGG, STIP, REET
|
13F-HR |
2/14/2023, 10:00 AM |
Q3 2022 |
11 |
$175M |
+$3.16M |
-$4.15M |
-$988K |
IVV, IEFA, AGG, STIP, REET
|
13F-HR |
11/14/2022, 10:00 AM |
Q2 2022 |
11 |
$191M |
+$4.89M |
-$5.07M |
-$181K |
IVV, IEFA, AGG, STIP, REET
|
13F-HR |
8/15/2022, 11:00 AM |
Q1 2022 |
10 |
$224M |
+$4.59M |
-$7.93M |
-$3.34M |
IVV, IEFA, AGG, STIP, REET
|
13F-HR |
5/16/2022, 12:00 PM |
Q4 2021 |
14 |
$261M |
+$224M |
-$513K |
+$224M |
IVV, IEFA, AGG, STIP, REET
|
13F-HR |
2/14/2022, 11:19 AM |
Q3 2021 |
9 |
$37.6M |
+$5.87M |
-$6.56M |
-$694K |
IEFA, IEMG, BNDX, ISTB, IGOV
|
13F-HR |
11/15/2021, 02:59 PM |
Q2 2021 |
9 |
$39.1M |
+$34.1K |
-$67.9M |
-$67.8M |
IEFA, IEMG, BNDX, IGOV, EFV
|
13F-HR |
8/16/2021, 12:17 PM |
Q1 2021 |
23 |
$106M |
+$3.25M |
-$5.96M |
-$2.71M |
VOO, IEFA, IUSB, VEA, AGG
|
13F-HR |
5/17/2021, 12:00 PM |
Q4 2020 |
22 |
$105M |
+$15.9M |
-$9.02M |
+$6.89M |
VOO, IEFA, IUSB, VEA, AGG
|
13F-HR |
2/16/2021, 11:00 AM |
Q3 2020 |
24 |
$98.3M |
+$6.68M |
-$3.08M |
+$3.6M |
VOO, EFV, VEA, IUSB, AGG
|
13F-HR |
11/16/2020, 11:00 AM |
Q2 2020 |
24 |
$95.1M |
+$11.7M |
-$14.5M |
-$2.75M |
VOO, EFV, VEA, AGG, BNDX
|
13F-HR |
8/14/2020, 12:06 PM |
Q1 2020 |
26 |
$91.8M |
+$6.54M |
-$6.39M |
+$156K |
VOO, EFV, IUSB, VEA, AGG
|
13F-HR |
5/15/2020, 12:01 PM |
Q4 2019 |
25 |
$113M |
+$555K |
-$4.52M |
-$3.96M |
VOO, EFV, IUSB, VEA, AGG
|
13F-HR |
2/14/2020, 11:00 AM |
Q3 2019 |
25 |
$112M |
+$4.73M |
-$4.76M |
-$24.9K |
VOO, EFV, IUSB, VEA, AGG
|
13F-HR |
11/14/2019, 11:00 AM |
Q2 2019 |
25 |
$113M |
+$23.9M |
-$14.3M |
+$9.64M |
VOO, EFV, IUSB, VEA, AGG
|
13F-HR |
8/14/2019, 12:00 PM |
Q1 2019 |
24 |
$99.1M |
+$9.61M |
-$3.97M |
+$5.64M |
VOO, AGG, VWO, VEA, IGSB
|
13F-HR |
5/15/2019, 12:00 PM |
Q4 2018 |
24 |
$89.6M |
+$6.91M |
-$5.39M |
+$1.52M |
VOO, AGG, VWO, VEA, IGSB
|
13F-HR |
2/14/2019, 11:02 AM |
Q3 2018 |
24 |
$85M |
+$11M |
-$8.3M |
+$2.68M |
VOO, VEA, IGSB, VWO, BNDX
|
13F-HR |
11/14/2018, 11:17 AM |
Q2 2018 |
23 |
$95.9M |
+$6.09M |
-$2.94M |
+$3.16M |
VOO, AGG, VEA, VWO, BNDX
|
13F-HR |
8/14/2018, 12:00 PM |
Q1 2018 |
23 |
$97M |
+$5.98M |
-$5.51M |
+$477K |
VOO, AGG, VEA, VWO, BNDX
|
13F-HR |
5/15/2018, 12:01 PM |
Q4 2017 |
24 |
$107M |
+$4.72M |
-$12.6M |
-$7.92M |
VOO, AGG, VEA, VWO, BNDX
|
13F-HR |
2/14/2018, 01:02 PM |
Q3 2017 |
22 |
$107M |
|
|
|
VOO, VEA, AGG, VCIT, VWO
|
13F-HR |
11/14/2017, 01:27 PM |
Q2 2017 |
18 |
$97.2M |
|
|
|
VOO, BNDX, AGG, HYG, VEA
|
13F-HR |
8/14/2017, 05:21 PM |
Q1 2017 |
19 |
$121M |
+$7.5M |
-$7.72M |
-$220K |
BND, VOO, AGG, BNDX, VCIT
|
13F-HR |
5/15/2017, 03:09 PM |
Q4 2016 |
16 |
$122M |
+$17.1M |
-$7.26M |
+$9.87M |
AGG, VOO, BND, BNDX, VCIT
|
13F-HR |
2/14/2017, 12:03 PM |
Q3 2016 |
16 |
$115M |
+$10.5M |
-$10.3M |
+$140K |
VOO, BND, BNDX, VCIT, AGG
|
13F-HR |
11/14/2016, 05:16 AM |
Q2 2016 |
19 |
$114M |
+$20.5M |
-$80.9M |
-$60.4M |
VOO, BNDX, BND, VCIT, VEA
|
13F-HR |
8/15/2016, 08:00 AM |
Q1 2016 |
20 |
$197M |
+$27.1M |
-$1.93M |
+$25.1M |
VOO, VEA, VCIT, BND, VXF
|
13F-HR |
5/16/2016, 06:03 AM |
Q4 2015 |
17 |
$177M |
|
|
|
VOO, VEA, VCIT, BND, VXF
|
13F-HR |
2/16/2016, 04:09 PM |