Q1 2025 |
83 |
$133M |
+$11.9M |
-$6.82M |
+$5.12M |
IJH, FDVV, VUG, FBND, CGCB
|
13F-HR |
4/14/2025, 10:18 AM |
Q4 2024 |
80 |
$131M |
+$10.7M |
-$12.1M |
-$1.43M |
IJH, FDVV, FBND, VUG, ACWX
|
13F-HR |
1/3/2025, 12:49 PM |
Q3 2024 |
82 |
$134M |
+$28.5M |
-$25.4M |
+$3.12M |
FBND, IJH, VUG, FDVV, ACWX
|
13F-HR |
10/2/2024, 08:45 AM |
Q2 2024 |
81 |
$124M |
+$21.9M |
-$20.2M |
+$1.7M |
VUG, SPTI, ACWX, SPLG, IJH
|
13F-HR |
7/8/2024, 03:29 PM |
Q1 2024 |
77 |
$121M |
+$8.93M |
-$7.1M |
+$1.83M |
SPLG, AGG, SPTI, ACWX, VUG
|
13F-HR |
4/3/2024, 12:11 PM |
Q4 2023 |
75 |
$113M |
+$16.4M |
-$51.1M |
-$34.8M |
SPLG, SPTI, AGG, VUG, ACWX
|
13F-HR |
1/2/2024, 09:54 AM |
Q3 2023 |
108 |
$136M |
+$8.45M |
-$5.27M |
+$3.18M |
IVV, VUG, VTV, ACWX, SPTI
|
13F-HR |
10/10/2023, 02:42 PM |
Q2 2023 |
107 |
$138M |
+$11.6M |
-$2.75M |
+$8.87M |
VUG, IVV, VTV, SPTI, ACWX
|
13F-HR |
7/6/2023, 04:21 PM |
Q1 2023 |
104 |
$125M |
+$9.23M |
-$4.17M |
+$5.06M |
VUG, VTV, ACWX, IVV, VIG
|
13F-HR |
4/19/2023, 12:35 PM |
Q4 2022 |
104 |
$116M |
+$11.1M |
-$2.01M |
+$9.08M |
VUG, VTV, ACWX, VIG, IYE
|
13F-HR |
1/9/2023, 10:00 AM |
Q3 2022 |
89 |
$99.1M |
+$17M |
-$1.82M |
+$15.2M |
VUG, VTV, ACWX, IYE, VIG
|
13F-HR |
10/12/2022, 10:43 AM |
Q2 2022 |
81 |
$89.5M |
+$8.12M |
-$5.15M |
+$2.97M |
VUG, VTV, ACWX, VIG, ILCV
|
13F-HR |
7/12/2022, 10:27 AM |
Q1 2022 |
83 |
$104M |
+$6.11M |
-$2.63M |
+$3.48M |
VUG, ILCG, VTV, VIG, ILCV
|
13F-HR |
5/9/2022, 10:50 AM |
Q4 2021 |
82 |
$106M |
|
|
|
VUG, ILCG, VTV, VIG, ILCV
|
13F-HR |
1/18/2022, 01:47 PM |