Q1 2025 |
31 |
$148M |
+$23M |
-$10.7M |
+$12.3M |
GNMA, AVLV, VTI, STIP, FNDX
|
13F-HR |
4/23/2025, 01:19 PM |
Q4 2024 |
31 |
$135M |
+$26.2M |
-$54M |
-$27.8M |
GNMA, STIP, AVLV, VTI, FNDX
|
13F-HR |
1/22/2025, 01:52 PM |
Q3 2024 |
31 |
$175M |
+$30.1M |
-$6.02M |
+$24.1M |
XHLF, GNMA, AVLV, MBB, VTI
|
13F-HR |
10/22/2024, 02:22 PM |
Q2 2024 |
30 |
$143M |
+$28.3M |
-$28.3M |
+$60.1K |
GNMA, MBB, STIP, AVLV, VTI
|
13F-HR |
7/17/2024, 11:30 AM |
Q1 2024 |
31 |
$143M |
+$1.73M |
-$13.4M |
-$11.6M |
GNMA, VMBS, VTI, STIP, AVLV
|
13F-HR |
4/19/2024, 11:01 AM |
Q4 2023 |
32 |
$150M |
+$19.3M |
-$27.3M |
-$7.97M |
GNMA, VMBS, VTI, SGOV, STIP
|
13F-HR |
1/24/2024, 02:35 PM |
Q3 2023 |
32 |
$148M |
+$81.3M |
-$30.8M |
+$50.5M |
VMBS, SGOV, STIP, VTI, VCIT
|
13F-HR |
10/17/2023, 11:12 AM |
Q2 2023 |
28 |
$135M |
+$21.3M |
-$13.1M |
+$8.22M |
SHV, VGSH, MBB, VTI, FNDX
|
13F-HR |
7/19/2023, 12:01 PM |
Q1 2023 |
27 |
$133M |
+$15M |
-$13M |
+$1.97M |
VGSH, MBB, SHV, VTI, FNDX
|
13F-HR |
4/17/2023, 12:23 PM |
Q4 2022 |
24 |
$126M |
+$36.1M |
-$6.52M |
+$29.5M |
VGSH, MBB, VTI, FNDX, FNDF
|
13F-HR |
1/19/2023, 03:18 PM |
Q3 2022 |
25 |
$107M |
+$27.1M |
-$7.67M |
+$19.4M |
VGSH, FNDX, DFAU, VTI, AVSU
|
13F-HR |
10/20/2022, 01:56 PM |
Q2 2022 |
19 |
$106M |
+$43M |
-$12.5M |
+$30.5M |
VGSH, FNDX, DFAU, VTI, FNDF
|
13F-HR |
7/19/2022, 04:07 PM |
Q1 2022 |
17 |
$101M |
+$27.4M |
-$7.6M |
+$19.8M |
DFAU, FNDX, AGG, DFAI, FNDF
|
13F-HR |
4/28/2022, 04:58 PM |
Q4 2021 |
20 |
$117M |
|
|
|
FNDX, MBB, DFAI, DFAU, VTIP
|
13F-HR |
1/21/2022, 03:30 PM |