Q1 2025 |
979 |
$218M |
+$34.1M |
-$15.3M |
+$18.8M |
VOO, VGLT, BND, BOND, DSI
|
13F-HR |
4/21/2025, 10:41 AM |
Q4 2024 |
908 |
$215M |
+$34.7M |
-$12.8M |
+$21.9M |
VOO, VGLT, DSI, BOND, BND
|
13F-HR |
2/14/2025, 12:10 PM |
Q3 2024 |
929 |
$195M |
+$37.5M |
-$12.4M |
+$25.1M |
VOO, VGLT, DSI, BOND, VEU
|
13F-HR |
11/15/2024, 02:49 PM |
Q2 2024 |
784 |
$161M |
+$32.2M |
-$7.03M |
+$25.2M |
VOO, DSI, VGLT, BOND, VEU
|
13F-HR |
8/9/2024, 08:20 AM |
Q1 2024 |
729 |
$135M |
+$20.8M |
-$9.35M |
+$11.5M |
VOO, DSI, VEU, FTHI, BOND
|
13F-HR |
5/13/2024, 07:20 AM |
Q4 2023 |
712 |
$110M |
+$32.7M |
-$92.6M |
-$59.9M |
VOO, DSI, ESGD, VEU, FTHI
|
13F-HR |
2/12/2024, 02:54 PM |
Q3 2023 |
85 |
$159M |
+$19.2M |
-$10.9M |
+$8.3M |
DSI, ESGD, FEP, VEU, VOO
|
13F-HR |
10/27/2023, 01:23 PM |
Q2 2023 |
83 |
$151M |
|
|
|
DSI, ESGD, FEP, VEU, BOND
|
13F-HR |
8/23/2023, 10:17 AM |