Q1 2025 |
109 |
$204M |
+$31.7M |
-$15.9M |
+$15.8M |
VOO, AGG, AVUV, JAAA, AAPL
|
13F-HR |
4/8/2025, 03:53 PM |
Q4 2024 |
104 |
$194M |
+$14.7M |
-$10.3M |
+$4.42M |
AGG, VOO, AAPL, AVGO, MSFT
|
13F-HR |
1/15/2025, 04:45 PM |
Q3 2024 |
100 |
$191M |
+$15.9M |
-$3.97M |
+$12M |
AGG, VOO, AAPL, VTEB, MSFT
|
13F-HR |
11/7/2024, 10:26 AM |
Q2 2024 |
99 |
$173M |
+$9.57M |
-$2.95M |
+$6.62M |
AGG, VOO, VTEB, MSFT, AAPL
|
13F-HR |
7/24/2024, 04:06 PM |
Q1 2024 |
99 |
$165M |
+$17.7M |
-$4.6M |
+$13.1M |
AGG, VOO, VTEB, MSFT, AAPL
|
13F-HR |
4/15/2024, 05:13 PM |
Q4 2023 |
88 |
$144M |
+$10.2M |
-$3.68M |
+$6.53M |
AGG, VOO, AAPL, VTEB, MSFT
|
13F-HR |
1/10/2024, 03:15 PM |
Q3 2023 |
85 |
$126M |
+$14.2M |
-$15.1M |
-$904K |
AGG, VOO, VTEB, AAPL, MSFT
|
13F-HR |
10/4/2023, 05:40 PM |
Q2 2023 |
88 |
$132M |
+$8.09M |
-$17.9M |
-$9.81M |
AGG, VTV, VOO, USMV, XLF
|
13F-HR |
7/17/2023, 04:22 PM |
Q1 2023 |
89 |
$136M |
+$8.86M |
-$2.77M |
+$6.1M |
VTV, VOO, AGG, USMV, XLF
|
13F-HR |
4/13/2023, 01:38 PM |
Q4 2022 |
88 |
$129M |
+$12.9M |
-$3.24M |
+$9.62M |
VTV, VOO, AGG, USMV, XLF
|
13F-HR |
1/20/2023, 11:54 AM |
Q3 2022 |
75 |
$110M |
+$17.2M |
-$11.2M |
+$5.94M |
VOO, VTV, AGG, USMV, XLF
|
13F-HR |
11/14/2022, 10:03 AM |
Q2 2022 |
80 |
$114M |
+$14.9M |
-$9.96M |
+$4.95M |
VOO, AGG, USMV, IEFA, XLF
|
13F-HR |
7/29/2022, 02:02 PM |
Q1 2022 |
83 |
$130M |
+$8.39M |
-$1.78M |
+$6.61M |
VOO, USMV, AGG, RSPM, IEFA
|
13F-HR |
4/29/2022, 05:22 PM |
Q4 2021 |
80 |
$130M |
|
|
|
VOO, USMV, AGG, IEFA, RSPM
|
13F-HR |
1/31/2022, 03:02 PM |