Q4 2024 |
116 |
$294M |
+$7.05M |
-$38.1M |
-$31.1M |
RSP, VRIG, VMBS, BND, VOO
|
13F-HR |
2/13/2025, 10:56 AM |
Q3 2024 |
122 |
$330M |
+$21.9M |
-$39.6M |
-$17.7M |
RSP, VRIG, VMBS, BND, VOO
|
13F-HR |
11/6/2024, 03:57 PM |
Q2 2024 |
127 |
$326M |
+$15.9M |
-$40.9M |
-$25M |
RSP, VMBS, VRIG, VOO, BND
|
13F-HR |
8/9/2024, 12:32 PM |
Q1 2024 |
131 |
$354M |
+$10.3M |
-$20.1M |
-$9.77M |
RSP, VMBS, VRIG, VOO, VGSH
|
13F-HR |
5/14/2024, 06:03 PM |
Q4 2023 |
107 |
$169M |
+$45.1M |
-$7.73M |
+$37.4M |
PG, VGSH, IGSB, WMT, BILS
|
13F-HR |
2/12/2024, 05:20 PM |
Q3 2023 |
140 |
$304M |
+$25.3M |
-$43.1M |
-$17.9M |
VMBS, VRIG, VTIP, VGSH, RSP
|
13F-HR |
11/9/2023, 01:07 PM |
Q2 2023 |
137 |
$352M |
+$4.04M |
-$44.8M |
-$40.7M |
VTIP, VRIG, IGSB, VGSH, VMBS
|
13F-HR |
8/8/2023, 10:58 AM |
Q1 2023 |
130 |
$388M |
+$15.8M |
-$11.6M |
+$4.16M |
VTIP, VGSH, IGSB, VRIG, VMBS
|
13F-HR |
5/4/2023, 01:20 PM |
Q4 2022 |
133 |
$384M |
+$31.9M |
-$17.1M |
+$14.8M |
VTIP, IGSB, VGSH, VRIG, RSP
|
13F-HR |
2/8/2023, 02:27 PM |
Q3 2022 |
135 |
$354M |
+$32M |
-$64.5M |
-$32.6M |
VTIP, IGSB, VRIG, VGSH, SHYG
|
13F-HR |
11/8/2022, 03:33 PM |
Q2 2022 |
483 |
$394M |
+$14.2M |
-$30.9M |
-$16.8M |
IGSB, VTIP, VRIG, RSP, SHYG
|
13F-HR |
8/12/2022, 02:29 PM |
Q1 2022 |
448 |
$456M |
+$48.1M |
-$47.1M |
+$1.05M |
IGSB, VTIP, VRIG, RSP, SHYG
|
13F-HR |
5/16/2022, 10:05 AM |
Q4 2021 |
577 |
$474M |
+$40.1M |
-$13.3M |
+$26.8M |
IGSB, VTIP, VRIG, SHYG, RSP
|
13F-HR |
2/15/2022, 10:40 AM |
Q3 2021 |
465 |
$424M |
+$41.3M |
-$5.94M |
+$35.4M |
IGSB, VTIP, VRIG, SHYG, RSP
|
13F-HR |
11/12/2021, 04:40 PM |
Q2 2021 |
487 |
$392M |
+$26.9M |
-$19.1M |
+$7.83M |
IGSB, VTIP, VRIG, SHYG, RSP
|
13F-HR |
8/9/2021, 03:26 PM |
Q1 2021 |
432 |
$363M |
+$36.3M |
-$15.5M |
+$20.8M |
IGSB, VRIG, SPIB, VTIP, SHYG
|
13F-HR |
5/18/2021, 01:44 PM |
Q4 2020 |
427 |
$312M |
+$51.9M |
-$18.6M |
+$33.3M |
IGSB, SPIB, SPYG, VOO, VTIP
|
13F-HR |
2/8/2021, 04:35 PM |
Q3 2020 |
389 |
$249M |
+$26.6M |
-$29.8M |
-$3.23M |
IGSB, SPIB, SPYG, VTIP, VOO
|
13F-HR |
11/16/2020, 11:26 AM |
Q2 2020 |
418 |
$245M |
+$34.9M |
-$18.7M |
+$16.1M |
IGSB, VOO, SPIB, SPYG, VOT
|
13F-HR |
8/13/2020, 11:21 AM |
Q1 2020 |
447 |
$204M |
+$26.9M |
-$22M |
+$4.86M |
VOO, SPYG, IGSB, VOT, FLOT
|
13F-HR |
5/14/2020, 04:13 PM |
Q4 2019 |
513 |
$249M |
+$41.6M |
-$186M |
-$144M |
VOO, MTUM, SPYG, VOT, IGSB
|
13F-HR |
2/14/2020, 09:32 AM |
Q3 2019 |
451 |
$200M |
+$18.8M |
-$7.02M |
+$11.8M |
VOO, MTUM, SPYG, VOT, FLOT
|
13F-HR |
11/14/2019, 08:16 PM |
Q2 2019 |
402 |
$185M |
+$17.3M |
-$11.2M |
+$6.06M |
VOO, MTUM, SPYG, VOT, FLOT
|
13F-HR |
8/12/2019, 02:50 PM |
Q1 2019 |
407 |
$176M |
+$43.6M |
-$4.59M |
+$39M |
VOO, MTUM, VOT, FLOT, VO
|
13F-HR |
7/15/2019, 11:04 AM |
Q4 2018 |
637 |
$208M |
+$102M |
-$29.1M |
+$73.3M |
VOO, MTUM, VOT, FLOT, VEA
|
13F-HR |
2/12/2019, 05:04 PM |
Q3 2018 |
452 |
$153M |
|
|
|
VOO, MTUM, VOT, VEA, VO
|
13F-HR |
11/14/2018, 05:36 PM |