Q2 2025 |
31 |
$38.9M |
+$5.04M |
-$1.66M |
+$3.37M |
SCHX, VEA, DFVX, VCRB, NVDA
|
13F-HR |
8/4/2025, 02:53 PM |
Q1 2025 |
27 |
$32.1M |
+$3.04M |
-$3.9M |
-$861K |
SCHX, VEA, VCRB, DFVX, NVDA
|
13F-HR |
4/24/2025, 09:17 AM |
Q4 2024 |
27 |
$33.8M |
+$7.52M |
-$652K |
+$6.87M |
SCHX, VEA, VMBS, VCRB, DFVX
|
13F-HR |
2/10/2025, 10:05 AM |
Q3 2024 |
26 |
$30.6M |
+$4.73M |
-$982K |
+$3.75M |
SCHX, VEA, VMBS, VCRB, DFVX
|
13F-HR |
11/12/2024, 11:29 AM |
Q2 2024 |
24 |
$25.8M |
+$6.04M |
-$232K |
+$5.81M |
VEA, SCHX, VMBS, NVDA, DFCF
|
13F-HR |
8/8/2024, 11:10 AM |
Q1 2024 |
24 |
$20.4M |
+$2.42M |
-$243K |
+$2.18M |
VEA, SCHX, VMBS, MSFT, DFVX
|
13F-HR |
5/9/2024, 10:41 AM |
Q4 2023 |
22 |
$16.7M |
|
|
|
VEA, SCHX, VMBS, MSFT, AAPL
|
13F-HR |
2/1/2024, 03:33 PM |