Q4 2024 |
110 |
$317M |
+$34.8M |
-$4.84M |
+$29.9M |
VTI, VYM, AAPL, SCHB, SCHD
|
13F-HR |
1/13/2025, 07:11 PM |
Q3 2024 |
110 |
$302M |
+$13M |
-$6.92M |
+$6.11M |
VTI, VYM, AAPL, SCHB, SCHD
|
13F-HR |
11/1/2024, 12:40 PM |
Q2 2024 |
104 |
$283M |
+$9.84M |
-$7.79M |
+$2.05M |
VTI, VYM, AAPL, SCHB, SCHD
|
13F-HR |
7/12/2024, 02:05 PM |
Q1 2024 |
106 |
$272M |
+$6.24M |
-$19.4M |
-$13.2M |
VTI, VYM, SCHB, AAPL, SCHD
|
13F-HR |
4/11/2024, 10:08 AM |
Q4 2023 |
108 |
$266M |
+$40.2M |
-$1.35M |
+$38.9M |
VTI, VYM, AAPL, SCHB, SCHD
|
13F-HR |
1/10/2024, 02:39 PM |
Q3 2023 |
84 |
$205M |
|
|
|
VTI, VYM, AAPL, SCHB, SCHD
|
13F-HR |
10/27/2023, 05:37 PM |