Q4 2024 |
365 |
$629M |
+$26.9M |
-$4.42M |
+$22.5M |
VTI, VXUS, BND, VEA, VYM
|
13F-HR |
1/14/2025, 01:47 PM |
Q3 2024 |
338 |
$634M |
+$11.6M |
-$8.66M |
+$2.98M |
VTI, VXUS, BND, VEA, VEU
|
13F-HR |
10/15/2024, 09:36 AM |
Q2 2024 |
321 |
$597M |
+$23M |
-$16.1M |
+$6.9M |
VTI, VXUS, BND, VEA, VEU
|
13F-HR |
8/7/2024, 05:32 PM |
Q1 2024 |
295 |
$583M |
+$46.8M |
-$27.4M |
+$19.3M |
VTI, VXUS, BND, VEA, VEU
|
13F-HR |
4/11/2024, 01:38 PM |
Q4 2023 |
296 |
$532M |
+$48.6M |
-$49.1M |
-$558K |
VTI, VXUS, BND, VEA, VEU
|
13F-HR |
2/1/2024, 02:46 PM |
Q3 2023 |
278 |
$489M |
+$24.4M |
-$21.4M |
+$3.02M |
VTI, VXUS, VEA, VEU, ICSH
|
13F-HR |
11/1/2023, 12:03 PM |
Q2 2023 |
268 |
$504M |
+$39.2M |
-$44M |
-$4.85M |
VTI, VXUS, VEA, VEU, ICSH
|
13F-HR |
8/4/2023, 03:32 PM |
Q1 2023 |
272 |
$489M |
+$17.3M |
-$19.7M |
-$2.42M |
VTI, VXUS, VEA, VEU, ICSH
|
13F-HR |
5/10/2023, 11:29 AM |
Q4 2022 |
300 |
$470M |
+$47.9M |
-$18.6M |
+$29.3M |
VTI, VXUS, VEA, VEU, SDY
|
13F-HR |
2/8/2023, 03:44 PM |
Q3 2022 |
292 |
$412M |
+$22.9M |
-$22.4M |
+$555K |
VTI, VXUS, VEA, VEU, ICSH
|
13F-HR |
11/14/2022, 05:56 AM |
Q2 2022 |
293 |
$440M |
+$29.7M |
-$48.5M |
-$18.8M |
VTI, VXUS, VEU, ICSH, SDY
|
13F-HR |
8/10/2022, 02:52 PM |
Q1 2022 |
353 |
$526M |
+$57.8M |
-$27.5M |
+$30.3M |
VTI, ICSH, VEU, VXUS, VEA
|
13F-HR |
5/6/2022, 10:35 AM |
Q4 2021 |
322 |
$532M |
+$29.6M |
-$9.52M |
+$20.1M |
VTI, VEU, ICSH, VXUS, VUSB
|
13F-HR |
2/7/2022, 01:36 PM |
Q3 2021 |
304 |
$486M |
+$83.1M |
-$33.7M |
+$49.4M |
VTI, ICSH, VEU, VUSB, VXUS
|
13F-HR |
11/3/2021, 05:03 PM |
Q2 2021 |
316 |
$442M |
+$12.7M |
-$9.53M |
+$3.17M |
VTI, VEU, VXUS, SCHB, VTIP
|
13F-HR |
8/2/2021, 05:10 PM |
Q1 2021 |
305 |
$415M |
+$16.6M |
-$3.05M |
+$13.5M |
VTI, VEU, SCHB, VXUS, VTIP
|
13F-HR |
5/12/2021, 04:25 PM |
Q4 2020 |
292 |
$384M |
+$8.89M |
-$4.8M |
+$4.09M |
VTI, VEU, SCHB, VXUS, VTIP
|
13F-HR |
2/5/2021, 05:27 AM |
Q3 2020 |
302 |
$341M |
+$5.22M |
-$16.1M |
-$10.8M |
VTI, VEU, SCHB, VXUS, VTIP
|
13F-HR |
11/10/2020, 03:59 PM |
Q2 2020 |
305 |
$334M |
+$18.8M |
-$36M |
-$17.2M |
VTI, VEU, SCHB, VXUS, VTIP
|
13F-HR |
8/10/2020, 07:45 AM |
Q1 2020 |
309 |
$309M |
+$37.4M |
-$14.1M |
+$23.3M |
VTI, VEU, VTIP, SCHB, VXUS
|
13F-HR |
5/5/2020, 04:12 PM |
Q4 2019 |
325 |
$361M |
+$8.61M |
-$9.34M |
-$738K |
VTI, VEU, VXUS, SCHB, VTIP
|
13F-HR |
1/13/2020, 01:11 PM |
Q3 2019 |
327 |
$341M |
+$24M |
-$5.07M |
+$18.9M |
VTI, VEU, VXUS, SCHB, VTIP
|
13F-HR |
11/13/2019, 12:19 PM |
Q2 2019 |
327 |
$323M |
+$29.1M |
-$3.74M |
+$25.4M |
VTI, VEU, VXUS, SCHB, VTIP
|
13F-HR |
8/13/2019, 09:25 AM |
Q1 2019 |
302 |
$292M |
+$11.8M |
-$6.97M |
+$4.8M |
VTI, VEU, VXUS, SCHB, SPY
|
13F-HR |
5/10/2019, 03:35 PM |
Q4 2018 |
299 |
$260M |
+$33.7M |
-$6.91M |
+$26.8M |
VTI, VEU, VXUS, SCHB, SPY
|
13F-HR |
2/13/2019, 02:51 PM |
Q3 2018 |
287 |
$267M |
+$5.75M |
-$2.66M |
+$3.09M |
VTI, VEU, VXUS, SPY, SCHB
|
13F-HR |
11/14/2018, 08:14 AM |
Q2 2018 |
315 |
$262M |
+$20M |
-$15.6M |
+$4.46M |
VTI, VEU, VXUS, SPY, SCHB
|
13F-HR |
8/8/2018, 03:18 PM |
Q1 2018 |
318 |
$257M |
+$20.9M |
-$3.57M |
+$17.3M |
VTI, VEU, SPY, VXUS, MINT
|
13F-HR |
5/14/2018, 03:29 PM |
Q4 2017 |
307 |
$245M |
+$17M |
-$6.57M |
+$10.5M |
VTI, VEU, SPY, VXUS, NEAR
|
13F-HR |
1/30/2018, 02:54 PM |
Q3 2017 |
276 |
$226M |
+$15.7M |
-$5.99M |
+$9.69M |
VTI, VEU, SPY, VXUS, VEA
|
13F-HR |
11/8/2017, 03:29 PM |
Q2 2017 |
282 |
$209M |
+$8.32M |
-$5.06M |
+$3.26M |
VTI, VEU, SPY, VXUS, VEA
|
13F-HR |
8/11/2017, 03:49 PM |
Q1 2017 |
329 |
$202M |
+$6.68M |
-$3.7M |
+$2.97M |
VTI, VEU, SPY, VEA, VXUS
|
13F-HR |
5/12/2017, 12:45 PM |
Q4 2016 |
350 |
$191M |
+$9.29M |
-$5.33M |
+$3.97M |
VTI, VEU, SPY, VEA, VYM
|
13F-HR |
1/18/2017, 03:47 PM |
Q3 2016 |
290 |
$187M |
+$6.63M |
-$7.41M |
-$785K |
VTI, VEU, SPY, VEA, VYM
|
13F-HR |
11/1/2016, 03:35 PM |
Q2 2016 |
253 |
$181M |
+$9.54M |
-$5.23M |
+$4.31M |
VTI, VEU, SPY, VEA, VYM
|
13F-HR |
8/11/2016, 11:35 AM |
Q1 2016 |
252 |
$177M |
+$19.2M |
-$7.9M |
+$11.3M |
VTI, VEU, SPY, VEA, XLK
|
13F-HR |
5/9/2016, 01:34 PM |
Q4 2015 |
211 |
$166M |
+$5.48M |
-$2.52M |
+$2.96M |
VTI, VEU, SPY, XLK, DBEF
|
13F-HR |
2/4/2016, 01:04 PM |
Q3 2015 |
199 |
$163M |
+$17.8M |
-$8.79M |
+$8.98M |
VTI, VEU, SPY, XLK, DBEF
|
13F-HR |
11/12/2015, 08:10 AM |
Q2 2015 |
228 |
$172M |
+$6.73M |
-$1.61M |
+$5.12M |
VTI, VEU, SPY, XLK, VYM
|
13F-HR |
8/12/2015, 10:20 AM |
Q1 2015 |
234 |
$171M |
|
|
|
VTI, VEU, SPY, TYGXXXX, XLK
|
Restatement |
6/4/2015, 10:05 AM |