Q4 2024 |
236 |
$521M |
+$23.3M |
-$23.2M |
+$127K |
VTI, VEA, AGG, VWO, VOO
|
13F-HR |
2/3/2025, 11:10 AM |
Q3 2024 |
234 |
$527M |
+$14.2M |
-$9.18M |
+$5M |
VTI, VEA, AGG, VWO, VOO
|
13F-HR |
10/24/2024, 10:33 AM |
Q2 2024 |
225 |
$491M |
+$22.9M |
-$16.4M |
+$6.52M |
VTI, VEA, AGG, VWO, VOO
|
13F-HR |
7/9/2024, 11:39 AM |
Q1 2024 |
230 |
$484M |
+$64.2M |
-$12.8M |
+$51.3M |
VTI, VEA, AGG, VWO, VOO
|
13F-HR |
4/17/2024, 03:29 PM |
Q4 2023 |
190 |
$414M |
+$14.8M |
-$20.3M |
-$5.47M |
VTI, VEA, AGG, VWO, VOO
|
13F-HR |
1/12/2024, 09:50 AM |
Q3 2023 |
189 |
$382M |
+$15M |
-$9.37M |
+$5.59M |
VTI, VEA, AGG, VWO, VOO
|
13F-HR |
10/11/2023, 10:24 AM |
Q2 2023 |
196 |
$395M |
+$27M |
-$21.2M |
+$5.76M |
VTI, VEA, AGG, VWO, VOO
|
13F-HR |
7/12/2023, 10:48 AM |
Q1 2023 |
189 |
$378M |
+$26.8M |
-$14.1M |
+$12.7M |
VTI, VEA, AGG, VWO, VOO
|
13F-HR |
4/25/2023, 10:08 AM |
Q4 2022 |
185 |
$360M |
+$71.5M |
-$8.8M |
+$62.7M |
VTI, VEA, AGG, VWO, VOO
|
13F-HR |
1/27/2023, 09:36 AM |
Q3 2022 |
162 |
$272M |
+$12.9M |
-$1.88M |
+$11M |
VEA, AGG, VWO, VOO, IJR
|
13F-HR |
10/28/2022, 10:41 AM |
Q2 2022 |
466 |
$307M |
+$41.3M |
-$15.8M |
+$25.6M |
VEA, AGG, VWO, VOO, IJR
|
13F-HR |
7/22/2022, 11:31 AM |
Q1 2022 |
498 |
$325M |
+$110M |
-$13.8M |
+$96.6M |
VEA, AGG, VWO, VOOV, IJR
|
13F-HR |
4/29/2022, 11:43 AM |
Q4 2021 |
481 |
$238M |
+$18.2M |
-$12.1M |
+$6.14M |
VOOV, MSFT, VTI, CATH, IJR
|
13F-HR |
2/1/2022, 03:10 PM |
Q3 2021 |
422 |
$219M |
+$17.3M |
-$3.03M |
+$14.3M |
VOOV, MSFT, VTI, CATH, VIOV
|
13F-HR |
10/18/2021, 05:05 PM |
Q2 2021 |
404 |
$207M |
+$13.9M |
-$18M |
-$4.08M |
VOOV, MSFT, VTI, VIOV, CM
|
13F-HR |
8/10/2021, 09:52 AM |
Q1 2021 |
409 |
$199M |
+$37.4M |
-$7.27M |
+$30.1M |
VOOV, MSFT, VIOV, IJR, VTI
|
13F-HR |
4/14/2021, 11:19 AM |
Q4 2020 |
391 |
$158M |
+$13.2M |
-$22.4M |
-$9.17M |
VOOV, MSFT, XEL, DAKT, ABBV
|
13F-HR |
1/27/2021, 01:55 PM |
Q3 2020 |
391 |
$151M |
+$21.1M |
-$7.81M |
+$13.3M |
VOOV, MSFT, DAKT, T, VZ
|
13F-HR |
10/26/2020, 02:55 PM |
Q2 2020 |
379 |
$133M |
+$17.3M |
-$11.2M |
+$6.15M |
DAKT, MSFT, T, ABBV, VOOV
|
13F-HR |
8/5/2020, 05:15 PM |
Q1 2020 |
396 |
$111M |
+$13.6M |
-$9.24M |
+$4.36M |
DAKT, T, VZ, GILD, MSFT
|
13F-HR |
4/14/2020, 10:59 AM |
Q4 2019 |
391 |
$137M |
+$7.57M |
-$7.92M |
-$347K |
DAKT, T, ABBV, MSFT, VZ
|
13F-HR |
1/31/2020, 09:08 AM |
Q3 2019 |
382 |
$133M |
+$14.3M |
-$10.2M |
+$4.11M |
DAKT, T, MSFT, BP, CVX
|
13F-HR |
10/17/2019, 10:02 AM |
Q2 2019 |
445 |
$125M |
+$9.59M |
-$13.6M |
-$4.02M |
DAKT, T, MSFT, CVX, VZ
|
13F-HR |
7/26/2019, 11:44 AM |
Q1 2019 |
269 |
$128M |
+$7.74M |
-$11M |
-$3.3M |
DAKT, T, CCI, VZ, PM
|
13F-HR |
4/15/2019, 10:44 AM |
Q4 2018 |
262 |
$118M |
+$9.24M |
-$7.26M |
+$1.98M |
DAKT, VZ, T, KO, CCI
|
13F-HR |
1/28/2019, 03:23 PM |
Q3 2018 |
250 |
$133M |
+$3.02M |
-$5.49M |
-$2.46M |
DAKT, VZ, T, KO, CVX
|
13F-HR |
10/10/2018, 10:42 AM |
Q2 2018 |
247 |
$130M |
+$9.05M |
-$5.46M |
+$3.59M |
DAKT, VZ, T, OXY, CVX
|
13F-HR |
7/31/2018, 10:08 AM |
Q1 2018 |
246 |
$125M |
+$7.25M |
-$4.79M |
+$2.46M |
DAKT, T, VZ, KO, BCE
|
13F-HR |
4/20/2018, 09:56 AM |
Q4 2017 |
262 |
$127M |
+$7.47M |
-$5.86M |
+$1.62M |
DAKT, T, VZ, VOD, BCE
|
13F-HR |
1/18/2018, 09:34 AM |
Q3 2017 |
253 |
$123M |
+$6.14M |
-$5.15M |
+$994K |
DAKT, ABBV, T, VZ, VOD
|
13F-HR |
10/25/2017, 09:57 AM |
Q2 2017 |
241 |
$118M |
+$10.3M |
-$7.88M |
+$2.38M |
DAKT, T, ABBV, PM, VOD
|
13F-HR |
7/31/2017, 05:28 PM |
Q1 2017 |
240 |
$116M |
+$8.43M |
-$4.35M |
+$4.07M |
DAKT, T, PM, VZ, MCD
|
13F-HR |
4/27/2017, 11:10 AM |
Q4 2016 |
248 |
$110M |
|
|
|
DAKT, T, VZ, MCD, MO
|
13F-HR |
1/19/2017, 09:56 AM |