| Q2 2025 |
39 |
$170M |
+$4.33M |
-$3.27M |
+$1.06M |
VONE, VEU, VOO, IVV, VSS
|
13F-HR |
7/16/2025, 01:44 PM |
| Q1 2025 |
38 |
$152M |
+$9.16M |
-$17.6M |
-$8.49M |
VONE, VEU, VOO, IVV, EFA
|
13F-HR |
4/22/2025, 02:46 PM |
| Q4 2024 |
34 |
$163M |
+$2.74M |
-$3.52M |
-$779K |
VONE, VEU, BND, VOO, IVV
|
13F-HR |
1/16/2025, 11:24 AM |
| Q3 2024 |
33 |
$170M |
+$8.21M |
-$1.88M |
+$6.33M |
VONE, VEU, BND, VOO, IVV
|
13F-HR |
10/15/2024, 10:08 AM |
| Q2 2024 |
32 |
$155M |
+$5.08M |
-$3.12M |
+$1.96M |
VONE, VEU, BND, VOO, IVV
|
13F-HR |
7/15/2024, 02:26 PM |
| Q1 2024 |
32 |
$150M |
+$10.4M |
-$2.16M |
+$8.21M |
VONE, VEU, BND, VOO, IVV
|
13F-HR |
4/12/2024, 02:05 PM |
| Q4 2023 |
35 |
$134M |
+$33.7M |
-$6.82M |
+$26.9M |
VONE, VEU, BND, VOO, IVV
|
13F-HR |
1/19/2024, 10:14 AM |
| Q3 2023 |
29 |
$97.9M |
+$15.7M |
-$205K |
+$15.5M |
VONE, VEU, VOO, IVV, VTEB
|
13F-HR |
10/10/2023, 04:10 PM |
| Q2 2023 |
28 |
$86.2M |
+$4.3M |
-$2.42M |
+$1.87M |
VONE, VEU, VOO, IVV, VTEB
|
13F-HR |
7/24/2023, 10:41 AM |
| Q1 2023 |
26 |
$80.4M |
+$5.05M |
-$616K |
+$4.43M |
VEU, VONE, VOO, VTEB, IVV
|
13F-HR |
4/18/2023, 12:01 PM |
| Q4 2022 |
26 |
$85.9M |
+$20.8M |
-$7.96M |
+$12.9M |
VEU, VONE, BND, VOO, VTEB
|
13F-HR |
1/11/2023, 02:25 PM |
| Q3 2022 |
27 |
$68M |
+$37.6M |
-$37.7M |
-$143K |
VONE, VEU, VOO, IVV, EFA
|
13F-HR |
10/7/2022, 10:13 AM |
| Q2 2022 |
29 |
$103M |
+$12.6M |
-$11.3M |
+$1.36M |
VGSH, VOO, SCHF, IVV, VEA
|
13F-HR |
7/12/2022, 02:06 PM |
| Q1 2022 |
30 |
$114M |
+$44.4M |
-$5.48M |
+$38.9M |
VGSH, VOO, SCHF, IVV, EFA
|
13F-HR |
4/14/2022, 01:25 PM |
| Q4 2021 |
48 |
$97.4M |
|
|
|
VOO, SCHF, IVV, SCHE, EFA
|
13F-HR |
2/3/2022, 11:38 AM |