Q4 2024 |
218 |
$208M |
+$8.29M |
-$1.66M |
+$6.63M |
DFAU, JCPB, ESGV, VUG, CMF
|
13F-HR |
1/29/2025, 03:24 PM |
Q3 2024 |
198 |
$203M |
+$8.19M |
-$7.57M |
+$618K |
DFAU, JCPB, ESGV, CMF, VUG
|
13F-HR |
10/18/2024, 12:27 PM |
Q2 2024 |
321 |
$193M |
+$102M |
-$5.11M |
+$97.1M |
DFAU, JCPB, ESGV, CMF, VUG
|
13F-HR |
7/26/2024, 05:02 PM |
Q1 2024 |
142 |
$91.2M |
+$8.23M |
-$77.1M |
-$68.8M |
DFAU, DFAX, DFIV, USXF, AAPL
|
13F-HR |
5/3/2024, 12:54 PM |
Q4 2023 |
199 |
$154M |
+$79.5M |
-$14M |
+$65.6M |
DFAU, CMF, ESGV, VUG, DFAX
|
13F-HR |
1/26/2024, 12:20 PM |
Q3 2023 |
225 |
$81.1M |
+$9.03M |
-$77.2M |
-$68.2M |
DFAU, DFAX, DFAS, DFIV, USXF
|
13F-HR |
11/3/2023, 07:16 PM |
Q2 2023 |
218 |
$152M |
+$13.6M |
-$7.87M |
+$5.77M |
JAVA, CMF, VUG, DFAU, DFAS
|
13F-HR |
7/14/2023, 01:36 PM |
Q1 2023 |
224 |
$141M |
+$11M |
-$3.54M |
+$7.42M |
JAVA, CMF, VUG, DFAU, DFAX
|
13F-HR |
5/5/2023, 01:35 PM |
Q4 2022 |
214 |
$126M |
+$20.9M |
-$21.3M |
-$391K |
JAVA, CMF, VUG, DFAU, DFAS
|
13F-HR |
2/13/2023, 04:34 PM |
Q3 2022 |
206 |
$119M |
+$27.3M |
-$12.5M |
+$14.8M |
TEQI, CMF, VUG, DFAU, DFAS
|
13F-HR |
10/31/2022, 05:31 PM |
Q2 2022 |
256 |
$113M |
+$38.7M |
-$6.07M |
+$32.6M |
TEQI, VUG, DFAU, DFIV, ACWV
|
13F-HR |
7/22/2022, 03:33 PM |
Q1 2022 |
260 |
$99.4M |
+$9.04M |
-$4.28M |
+$4.76M |
VUG, ACWV, DFAU, ESML, USXF
|
13F-HR |
4/28/2022, 06:16 PM |
Q4 2021 |
276 |
$102M |
|
|
|
VUG, ACWV, VXF, DFAU, ESML
|
13F-HR |
2/11/2022, 04:37 PM |