Q2 2025 |
48 |
$207M |
+$4.11M |
-$3.47M |
+$641K |
SCHG, SCHV, VEA, DFCF, DGCB
|
13F-HR |
8/4/2025, 05:34 PM |
Q1 2025 |
46 |
$189M |
+$2.85M |
-$18.5M |
-$15.7M |
SCHV, SCHG, VEA, DFCF, DFSD
|
13F-HR |
5/2/2025, 02:05 PM |
Q4 2024 |
51 |
$206M |
+$62.3M |
-$239K |
+$62.1M |
SCHG, SCHV, VEA, DFCF, DFSD
|
13F-HR |
2/6/2025, 01:16 PM |
Q3 2024 |
45 |
$194M |
+$106M |
-$101M |
+$5.44M |
SCHV, SCHG, VEA, DFCF, DGCB
|
13F-HR |
11/4/2024, 09:20 AM |
Q2 2024 |
49 |
$180M |
+$11.7M |
-$421K |
+$11.3M |
SCHX, VEA, BND, VWO, VUG
|
13F-HR |
8/9/2024, 05:24 PM |
Q1 2024 |
48 |
$168M |
+$14.4M |
-$2.53M |
+$11.8M |
VEA, SCHX, BND, VWO, VUG
|
13F-HR |
4/29/2024, 12:30 PM |
Q4 2023 |
46 |
$149M |
+$6.65M |
-$7.06M |
-$418K |
SCHX, VEA, BND, VUG, VWO
|
13F-HR |
2/6/2024, 04:09 PM |
Q3 2023 |
43 |
$137M |
+$7.19M |
-$235K |
+$6.96M |
SCHX, VEA, BND, VWO, VUG
|
13F-HR |
11/7/2023, 04:44 PM |
Q2 2023 |
42 |
$136M |
+$2.28M |
-$3.68M |
-$1.4M |
SCHX, VEA, BND, VWO, SCHA
|
13F-HR |
8/8/2023, 01:44 PM |
Q1 2023 |
43 |
$133M |
+$9.79M |
-$2.53M |
+$7.26M |
SCHX, VEA, BND, VWO, VUG
|
13F-HR |
5/15/2023, 12:15 PM |
Q4 2022 |
44 |
$122M |
+$10.5M |
-$5.72M |
+$4.74M |
SCHX, VEA, BND, VWO, SCHA
|
13F-HR |
2/14/2023, 06:44 AM |
Q3 2022 |
40 |
$110M |
+$6M |
-$1.61M |
+$4.39M |
SCHX, VEA, BND, MUB, VWO
|
13F-HR |
11/14/2022, 10:54 AM |
Q2 2022 |
38 |
$117M |
+$10.4M |
-$2.93M |
+$7.44M |
SCHX, VEA, BND, MUB, VUG
|
13F-HR |
8/15/2022, 12:40 PM |
Q1 2022 |
173 |
$125M |
+$27.4M |
-$3.26M |
+$24.1M |
SCHX, VEA, BND, VUG, VWO
|
13F-HR |
5/10/2022, 10:43 AM |
Q4 2021 |
36 |
$116M |
|
|
|
SCHX, VEA, BND, VWO, MUB
|
13F-HR |
2/14/2022, 07:09 PM |