Q1 2025 |
44 |
$485M |
+$57.5M |
-$4.03M |
+$53.4M |
VUG, VXUS, BSV, JCPB, JEPI
|
13F-HR |
4/15/2025, 10:21 AM |
Q4 2024 |
44 |
$436M |
+$13.7M |
-$2.32M |
+$11.4M |
VUG, BSV, VXUS, JCPB, BND
|
13F-HR |
1/13/2025, 02:24 PM |
Q3 2024 |
42 |
$436M |
+$21.3M |
-$2.69M |
+$18.7M |
VUG, BSV, VXUS, JCPB, JEPI
|
13F-HR |
10/4/2024, 02:23 PM |
Q2 2024 |
41 |
$392M |
$0 |
$0 |
|
VUG, BSV, VXUS, JCPB, JEPI
|
13F-HR |
7/12/2024, 11:39 AM |
Q1 2024 |
41 |
$392M |
+$69.1M |
-$22.3M |
+$46.8M |
VUG, BSV, VXUS, JCPB, JEPI
|
13F-HR |
4/22/2024, 01:24 PM |
Q4 2023 |
38 |
$330M |
+$12.9M |
-$418K |
+$12.4M |
VUG, BSV, VXUS, JEPI, BND
|
13F-HR |
1/23/2024, 01:28 PM |
Q3 2023 |
79 |
$294M |
+$5.15M |
-$20M |
-$14.9M |
VUG, BSV, JEPI, VXUS, BND
|
13F-HR |
10/16/2023, 09:23 AM |
Q2 2023 |
81 |
$319M |
+$6.26M |
-$2.5M |
+$3.76M |
VUG, BSV, JEPI, BND, VXUS
|
13F-HR |
9/1/2023, 01:07 PM |
Q1 2023 |
86 |
$305M |
+$51.3M |
-$35.7M |
+$15.6M |
VUG, BSV, JEPI, BND, IXUS
|
13F-HR |
9/1/2023, 01:03 PM |
Q4 2022 |
81 |
$273M |
+$7.83M |
-$12.5M |
-$4.69M |
VUG, BSV, IXUS, GNR, VXUS
|
13F-HR |
9/1/2023, 12:58 PM |
Q3 2022 |
79 |
$264M |
+$16.2M |
-$12.6M |
+$3.62M |
VUG, BSV, IXUS, GNR, VXUS
|
13F-HR |
9/1/2023, 12:53 PM |
Q2 2022 |
88 |
$276M |
+$9.42M |
-$5.37M |
+$4.04M |
VUG, BSV, IXUS, GNR, VWOB
|
13F-HR |
9/1/2023, 12:49 PM |
Q1 2022 |
93 |
$316M |
+$21.4M |
-$37.9M |
-$16.5M |
VUG, BSV, IXUS, GNR, VWOB
|
13F-HR |
9/1/2023, 12:44 PM |
Q4 2021 |
90 |
$340M |
+$9.94M |
-$1.53M |
+$8.42M |
VUG, BSV, IXUS, GNR, XT
|
13F-HR |
9/1/2023, 12:39 PM |
Q3 2021 |
82 |
$327M |
+$6.84M |
-$2.82M |
+$4.02M |
VUG, BSV, IXUS, GNR, XT
|
13F-HR |
9/1/2023, 11:34 AM |
Q2 2021 |
80 |
$327M |
+$15.9M |
-$4.18M |
+$11.7M |
VUG, BSV, IXUS, GNR, XT
|
13F-HR |
9/1/2023, 09:56 AM |
Q1 2021 |
79 |
$299M |
+$97M |
-$35.3M |
+$61.7M |
VUG, BSV, IXUS, GNR, KOMP
|
13F-HR |
9/1/2023, 09:50 AM |
Q4 2020 |
70 |
$228M |
+$5.56M |
-$1.43M |
+$4.13M |
VUG, SCHO, IXUS, GNR, GWX
|
13F-HR |
9/1/2023, 10:46 AM |
Q3 2020 |
66 |
$200M |
+$8.31M |
-$5.37M |
+$2.94M |
VUG, SCHO, IXUS, GNR, GWX
|
13F-HR |
9/1/2023, 10:41 AM |
Q2 2020 |
63 |
$186M |
+$29.5M |
-$4.8M |
+$24.7M |
VUG, SCHO, IXUS, GNR, GWX
|
13F-HR |
9/1/2023, 10:36 AM |
Q1 2020 |
77 |
$136M |
+$21.5M |
-$8.26M |
+$13.2M |
VUG, SCHO, GNR, VBK, IXUS
|
13F-HR |
9/1/2023, 09:58 AM |
Q4 2019 |
69 |
$144M |
+$2.36M |
-$1.98M |
+$385K |
VUG, SCHO, GNR, VBK, ACWX
|
13F-HR |
9/1/2023, 09:54 AM |
Q3 2019 |
66 |
$134M |
+$1.35M |
-$1.2M |
+$153K |
VUG, SCHO, GNR, VBK, ACWX
|
13F-HR |
9/1/2023, 09:48 AM |
Q2 2019 |
77 |
$134M |
+$2.45M |
-$8.11M |
-$5.67M |
VUG, SCHO, GNR, VBK, ACWX
|
13F-HR |
9/1/2023, 09:44 AM |
Q1 2019 |
76 |
$137M |
+$10.4M |
-$11.4M |
-$1.06M |
VUG, SCHO, GNR, VBK, ACWX
|
13F-HR |
8/31/2023, 03:56 PM |
Q4 2018 |
57 |
$124M |
+$4.41M |
-$1.6M |
+$2.81M |
VUG, SCHO, GNR, TOTL, VBK
|
13F-HR |
8/31/2023, 03:51 PM |
Q3 2018 |
59 |
$139M |
+$1.27M |
-$2.85M |
-$1.58M |
VUG, SCHO, GNR, TOTL, VBK
|
13F-HR |
8/31/2023, 03:45 PM |
Q2 2018 |
59 |
$135M |
+$3.3M |
-$775K |
+$2.52M |
VUG, SCHO, GNR, TOTL, VBK
|
13F-HR |
8/31/2023, 03:40 PM |
Q1 2018 |
58 |
$130M |
+$15M |
-$3.96M |
+$11M |
VUG, SCHO, GNR, VBK, TOTL
|
13F-HR |
8/31/2023, 03:35 PM |
Q4 2017 |
51 |
$119M |
+$2.26M |
-$1.36M |
+$898K |
VUG, SCHO, GNR, VBK, ACWX
|
13F-HR |
8/31/2023, 03:29 PM |
Q3 2017 |
49 |
$113M |
+$2.32M |
-$1.83M |
+$488K |
VUG, SCHO, GNR, VBK, ACWX
|
13F-HR |
8/31/2023, 02:45 PM |
Q2 2017 |
46 |
$108M |
+$3.83M |
-$2.34M |
+$1.48M |
VUG, SCHO, GNR, VBK, ACWX
|
13F-HR |
8/31/2023, 02:34 PM |
Q1 2017 |
40 |
$104M |
+$1.61M |
-$3.82M |
-$2.21M |
VUG, SCHO, GNR, VBK, ACWX
|
13F-HR |
8/31/2023, 02:29 PM |
Q4 2016 |
41 |
$101M |
+$1.74M |
-$1M |
+$739K |
VUG, GNR, SCHO, VBK, ACWX
|
13F-HR |
8/31/2023, 02:23 PM |
Q3 2016 |
40 |
$99.1M |
+$1.3M |
-$1.2M |
+$108K |
VUG, SCHO, GNR, VBK, ACWX
|
13F-HR |
8/30/2023, 12:49 PM |
Q2 2016 |
47 |
$94.2M |
+$1.94M |
-$6.56M |
-$4.62M |
VUG, SCHO, GNR, VBK, ACWX
|
13F-HR |
8/30/2023, 11:47 AM |
Q1 2016 |
48 |
$98.7M |
+$8.74M |
-$5.47M |
+$3.27M |
VUG, SCHO, VBK, GNR, ACWX
|
13F-HR |
8/30/2023, 11:31 AM |
Q4 2015 |
36 |
$94.5M |
|
|
|
VUG, SCHO, VBK, RLY, ACWX
|
13F-HR |
8/30/2023, 10:39 AM |