Q1 2025 |
312 |
$575M |
+$152M |
-$16.3M |
+$136M |
VOO, VTI, VEU, GOOGL, VONV
|
13F-HR |
4/17/2025, 10:10 AM |
Q4 2024 |
282 |
$464M |
+$29.9M |
-$9.77M |
+$20.2M |
VOO, GOOGL, VTI, AAPL, GOOG
|
13F-HR |
1/24/2025, 05:26 PM |
Q3 2024 |
252 |
$435M |
+$39M |
-$3.73M |
+$35.3M |
VOO, VTI, GOOGL, VEU, AAPL
|
13F-HR |
10/29/2024, 01:20 PM |
Q2 2024 |
221 |
$388M |
+$24.5M |
-$6.18M |
+$18.3M |
VOO, GOOGL, VTI, VEU, GOOG
|
13F-HR |
7/25/2024, 05:09 PM |
Q1 2024 |
209 |
$366M |
+$11.7M |
-$8.46M |
+$3.29M |
VOO, VTI, GOOGL, VEU, GOOG
|
13F-HR |
4/17/2024, 06:39 PM |
Q4 2023 |
196 |
$332M |
+$30M |
-$33M |
-$3.08M |
VOO, VEU, VTI, GOOGL, GOOG
|
13F-HR |
1/25/2024, 09:10 PM |
Q3 2023 |
190 |
$300M |
+$47.3M |
-$33.5M |
+$13.8M |
VOO, SPYG, GOOGL, VTI, VEU
|
13F-HR |
10/31/2023, 11:07 AM |
Q2 2023 |
164 |
$299M |
+$22.1M |
-$17.6M |
+$4.55M |
VOO, VEU, VTI, GOOGL, VONV
|
13F-HR |
7/20/2023, 10:25 AM |
Q1 2023 |
163 |
$280M |
+$59.6M |
-$40.6M |
+$19M |
VOO, VEU, VTI, VONV, GOOGL
|
13F-HR |
4/17/2023, 09:40 PM |
Q4 2022 |
145 |
$242M |
+$10.2M |
-$5.37M |
+$4.84M |
VOO, VTI, VEU, VXUS, GOOGL
|
13F-HR |
1/27/2023, 05:05 PM |
Q3 2022 |
130 |
$224M |
+$31M |
-$6.17M |
+$24.8M |
VTI, VOO, VEU, VXUS, GOOGL
|
13F-HR |
10/31/2022, 06:19 PM |
Q2 2022 |
133 |
$242M |
+$14.4M |
-$7.45M |
+$6.92M |
VOO, VTI, VEU, VXUS, GOOGL
|
13F-HR |
7/29/2022, 08:51 PM |
Q1 2022 |
141 |
$292M |
+$11M |
-$28.9M |
-$17.9M |
VTI, VOO, VEU, VXUS, GOOGL
|
13F-HR |
4/25/2022, 05:55 PM |
Q4 2021 |
151 |
$352M |
+$9.15M |
-$4.61M |
+$4.54M |
VTI, VOO, VEU, VXUS, BNDX
|
13F-HR |
1/25/2022, 05:30 PM |
Q3 2021 |
147 |
$343M |
+$13M |
-$6.63M |
+$6.39M |
VTI, VOO, VEU, BNDX, VXUS
|
13F-HR |
10/14/2021, 05:19 PM |
Q2 2021 |
147 |
$350M |
+$15.5M |
-$9.35M |
+$6.14M |
VTI, VOO, VEU, BYND, BNDX
|
13F-HR |
7/26/2021, 07:00 PM |
Q1 2021 |
138 |
$316M |
+$19.7M |
-$29.3M |
-$9.63M |
VTI, VOO, BYND, VEU, BNDX
|
13F-HR |
4/19/2021, 09:35 AM |
Q4 2020 |
124 |
$303M |
+$12.7M |
-$45.1M |
-$32.4M |
VTI, VOO, BYND, VEU, BNDX
|
13F-HR |
1/27/2021, 04:22 PM |
Q3 2020 |
141 |
$311M |
+$51.8M |
-$5.41M |
+$46.4M |
BYND, VTI, VOO, BNDX, VEU
|
13F-HR |
10/23/2020, 04:58 PM |
Q2 2020 |
122 |
$243M |
+$47.6M |
-$45M |
+$2.56M |
VTI, BYND, VOO, BNDX, VEU
|
13F-HR |
7/30/2020, 09:38 PM |
Q1 2020 |
128 |
$201M |
+$33.9M |
-$34.1M |
-$267K |
VXUS, VTI, BYND, BNDX, VOO
|
13F-HR |
4/14/2020, 01:13 PM |
Q4 2019 |
148 |
$259M |
|
|
|
BYND, VTI, VXUS, BNDX, SPY
|
13F-HR |
2/14/2020, 03:02 PM |