Q2 2024 |
94 |
$141M |
+$1.97M |
-$9.61M |
-$7.64M |
IVV, VTI, ITOT, VT, IEF
|
13F-HR |
8/14/2024, 03:37 PM |
Q1 2024 |
94 |
$149M |
+$4M |
-$5.37M |
-$1.38M |
IVV, VTI, ITOT, VGSH, IEF
|
13F-HR |
5/9/2024, 02:52 PM |
Q4 2023 |
92 |
$142M |
+$32.2M |
-$1.43M |
+$30.8M |
IVV, VTI, ITOT, VGSH, IEF
|
13F-HR |
2/13/2024, 02:02 PM |
Q3 2023 |
96 |
$103M |
+$8.64M |
-$29.6M |
-$20.9M |
IVV, VTI, VGSH, IGSB, IEF
|
13F-HR |
11/13/2023, 12:09 PM |
Q2 2023 |
95 |
$128M |
+$35.6M |
-$56.6M |
-$21M |
IVV, VGIT, VTI, VGSH, IGSB
|
13F-HR |
8/9/2023, 02:17 PM |
Q1 2023 |
119 |
$145M |
+$35.6M |
-$25.5M |
+$10.1M |
IVV, IEI, SHY, VTI, SPY
|
13F-HR |
5/2/2023, 11:15 AM |
Q4 2022 |
95 |
$133M |
+$27.8M |
-$29.5M |
-$1.64M |
IVV, HDV, IEI, VTI, VTV
|
13F-HR |
2/9/2023, 12:37 PM |
Q3 2022 |
66 |
$128M |
+$25M |
-$30.3M |
-$5.33M |
IVV, ICSH, VTI, HDV, VCSH
|
13F-HR |
11/4/2022, 02:44 PM |
Q2 2022 |
56 |
$139M |
+$69.7M |
-$16.4M |
+$53.4M |
IVV, ICSH, MINT, HDV, VTI
|
13F-HR |
8/15/2022, 06:22 PM |
Q1 2022 |
46 |
$114M |
+$15.5M |
-$19.9M |
-$4.39M |
IVV, VTI, MINT, VT, IEI
|
13F-HR |
5/10/2022, 04:33 PM |
Q4 2021 |
47 |
$125M |
+$2.07M |
-$3.43M |
-$1.36M |
IVV, IEF, VTI, VT, IEI
|
13F-HR |
1/31/2022, 04:01 PM |
Q3 2021 |
46 |
$120M |
+$1.68M |
-$13.2M |
-$11.5M |
IVV, IEF, VTI, VT, IEI
|
13F-HR |
11/2/2021, 04:24 PM |
Q2 2021 |
48 |
$133M |
+$11.7M |
-$9.21M |
+$2.54M |
IVV, IEF, VTI, VT, IEI
|
13F-HR |
8/9/2021, 12:46 PM |
Q1 2021 |
50 |
$124M |
+$21.5M |
-$26.1M |
-$4.58M |
IEF, IVV, VTI, VT, AAAU
|
13F-HR |
5/14/2021, 02:03 PM |
Q4 2020 |
35 |
$128M |
+$15.8M |
-$35.5M |
-$19.7M |
IEF, IVV, IAUXXXX, VTI, SHY
|
13F-HR |
2/5/2021, 07:06 PM |
Q3 2020 |
36 |
$143M |
+$663K |
-$3.18M |
-$2.52M |
IEF, IVV, SHY, USMV, IAUXXXX
|
13F-HR |
11/10/2020, 05:04 PM |
Q2 2020 |
36 |
$141M |
|
|
|
IEF, SHY, IVV, USMV, IAUXXXX
|
13F-HR |
8/6/2020, 07:59 PM |
Q1 2020 |
19 |
$78.9M |
|
|
|
USMV, IEF, VTI, SHY, BND
|
13F-HR |
5/12/2020, 07:42 PM |
Q4 2019 |
30 |
$129M |
+$1.91M |
-$1.29M |
+$619K |
IVV, SHY, USMV, IEF, VTI
|
13F-HR |
2/5/2020, 03:44 PM |
Q3 2019 |
30 |
$125M |
|
|
|
IVV, SHY, USMV, IEF, VTI
|
13F-HR |
11/1/2019, 01:33 PM |
Q3 2016 |
20 |
$69.1M |
+$1.79M |
-$239K |
+$1.56M |
IVV, EFAV, VTI, BND, AGG
|
13F-HR |
11/3/2016, 07:32 PM |
Q2 2016 |
21 |
$66M |
+$8.41M |
-$144K |
+$8.27M |
IVV, EFAV, VTI, BND, AGG
|
13F-HR |
8/15/2016, 12:53 PM |
Q1 2016 |
17 |
$56.9M |
+$2.84M |
-$19.9M |
-$17.1M |
IVV, EFAV, BND, VTI, MINT
|
13F-HR |
5/13/2016, 07:01 PM |
Q4 2015 |
17 |
$101M |
|
|
|
IVV, PHDGXXXX, BND, EFAV, VTI
|
13F-HR |
2/29/2016, 11:35 AM |