Q1 2025 |
174 |
$402M |
+$57.2M |
-$53.9M |
+$3.34M |
SPAB, FISR, VEA, VUG, VTV
|
13F-HR |
4/22/2025, 09:15 AM |
Q4 2024 |
165 |
$403M |
+$23.8M |
-$34.4M |
-$10.6M |
VUG, FISR, VEA, SPY, VTEB
|
13F-HR |
1/17/2025, 08:55 AM |
Q3 2024 |
681 |
$420M |
+$34.5M |
-$20.4M |
+$14.2M |
FISR, SPY, VUG, VEA, SPAB
|
13F-HR |
10/25/2024, 08:48 AM |
Q2 2024 |
692 |
$388M |
+$32.3M |
-$24.8M |
+$7.5M |
VUG, FISR, VEA, SPY, VTV
|
13F-HR |
7/15/2024, 04:07 PM |
Q1 2024 |
717 |
$380M |
+$40.8M |
-$16.7M |
+$24M |
SPY, FISR, VUG, VEA, VTV
|
13F-HR |
4/18/2024, 09:17 AM |
Q4 2023 |
703 |
$337M |
+$30.5M |
-$26.1M |
+$4.36M |
SPY, FISR, VUG, VEA, VTV
|
13F-HR |
2/1/2024, 03:16 PM |
Q3 2023 |
731 |
$307M |
+$25.5M |
-$19.8M |
+$5.66M |
SPY, FISR, VUG, VEA, VTV
|
13F-HR |
11/3/2023, 02:40 PM |
Q2 2023 |
674 |
$314M |
+$26.8M |
-$21.7M |
+$5.07M |
SPY, FISR, VUG, VEA, XLSR
|
13F-HR |
7/24/2023, 03:12 PM |
Q1 2023 |
654 |
$301M |
+$33.7M |
-$23.2M |
+$10.5M |
FISR, SPY, VEA, VUG, VTV
|
Restatement |
5/30/2023, 03:58 PM |
Q4 2022 |
657 |
$278M |
+$25.8M |
-$25.1M |
+$647K |
FISR, VEA, VTV, VUG, XLSR
|
Restatement |
5/30/2023, 03:57 PM |
Q3 2022 |
558 |
$263M |
+$23.5M |
-$20.5M |
+$2.91M |
FISR, VUG, VEA, VTV, BNDX
|
13F-HR |
11/10/2022, 08:21 AM |
Q2 2022 |
545 |
$280M |
+$23.8M |
-$17.9M |
+$5.96M |
FISR, VEA, VUG, VTV, XLSR
|
13F-HR |
8/1/2022, 12:16 PM |
Q1 2022 |
555 |
$313M |
+$37.6M |
-$24.8M |
+$12.8M |
VUG, VEA, SPY, VTV, FISR
|
13F-HR |
5/10/2022, 09:31 AM |
Q4 2021 |
586 |
$320M |
+$25.6M |
-$15.4M |
+$10.1M |
FISR, VUG, VEA, VTV, XLSR
|
13F-HR |
2/14/2022, 01:51 PM |
Q3 2021 |
569 |
$299M |
+$18.7M |
-$27.2M |
-$8.48M |
SPY, FISR, VEA, VUG, XLSR
|
13F-HR |
11/15/2021, 01:22 PM |
Q2 2021 |
562 |
$312M |
+$108M |
-$96.4M |
+$12.1M |
SPY, FISR, VUG, VEA, XLSR
|
13F-HR |
8/9/2021, 04:09 PM |
Q1 2021 |
511 |
$286M |
+$67M |
-$50.9M |
+$16.1M |
TOTL, SPLG, VEA, VUG, VTV
|
13F-HR |
5/26/2021, 04:58 PM |
Q4 2020 |
421 |
$262M |
+$35.1M |
-$32.7M |
+$2.4M |
TOTL, SPLG, VUG, VEA, VTV
|
13F-HR |
2/16/2021, 09:43 AM |
Q3 2020 |
422 |
$244M |
+$55.9M |
-$26.7M |
+$29.2M |
TOTL, SPLG, JNK, VUG, VEA
|
13F-HR |
11/13/2020, 01:40 PM |
Q2 2020 |
274 |
$215M |
+$48.6M |
-$34.2M |
+$14.4M |
TOTL, SPAB, VUG, SPLG, VEA
|
13F-HR |
8/13/2020, 01:29 PM |
Q1 2020 |
206 |
$184M |
+$9.72M |
-$14.5M |
-$4.73M |
TOTL, SPAB, SPY, VEA, VUG
|
13F-HR |
5/14/2020, 11:44 AM |
Q4 2019 |
426 |
$231M |
+$32M |
-$18.6M |
+$13.3M |
TOTL, SPAB, SPY, VEA, VTV
|
13F-HR |
2/11/2020, 09:17 AM |
Q3 2019 |
415 |
$210M |
+$52.6M |
-$39.4M |
+$13.2M |
TOTL, SPAB, VEA, VTV, VUG
|
13F-HR |
11/12/2019, 09:00 AM |
Q2 2019 |
451 |
$209M |
+$33.6M |
-$11.6M |
+$22.1M |
SPY, SPDW, VEA, VTV, VUG
|
13F-HR |
8/13/2019, 04:19 PM |
Q1 2019 |
491 |
$198M |
+$28.5M |
-$17.1M |
+$11.4M |
SPY, SPDW, VEA, VTV, VUG
|
13F-HR |
5/13/2019, 04:39 PM |
Q4 2018 |
475 |
$173M |
|
|
|
SPY, SPDW, VEA, VTV, SPIB
|
Restatement |
2/25/2019, 03:17 PM |