Q2 2025 |
945 |
$178M |
+$10.4M |
-$7.07M |
+$3.38M |
VTI, VXUS, SSRM, IXUS, AVUV
|
13F-HR |
8/15/2025, 10:04 AM |
Q1 2025 |
913 |
$161M |
+$7.31M |
-$2.12M |
+$5.2M |
VTI, VXUS, AVUV, SSRM, IXUS
|
13F-HR |
5/14/2025, 08:57 AM |
Q4 2024 |
874 |
$156M |
+$12.6M |
-$2.25M |
+$10.4M |
VTI, VXUS, AVUV, IXUS, BND
|
13F-HR |
2/14/2025, 05:23 PM |
Q3 2024 |
881 |
$152M |
+$5.54M |
-$1.85M |
+$3.69M |
VXUS, VTI, AVUV, IXUS, BND
|
13F-HR |
11/14/2024, 02:49 PM |
Q2 2024 |
859 |
$139M |
$0 |
$0 |
|
VXUS, VTI, AVUV, IXUS, BND
|
New Holdings |
8/14/2024, 10:16 AM |
Q2 2024 |
1,027 |
$140M |
+$4.76M |
-$1.35M |
+$3.41M |
VXUS, VTI, AVUV, IXUS, BND
|
13F-HR |
8/13/2024, 04:54 PM |
Q1 2024 |
847 |
$136M |
+$9.43M |
-$1.63M |
+$7.79M |
VXUS, VTI, AVUV, IXUS, BND
|
13F-HR |
5/10/2024, 10:25 AM |
Q4 2023 |
876 |
$128M |
$0 |
$0 |
|
VXUS, VTI, SSRM, AVUV, IXUS
|
13F-HR |
4/3/2024, 02:28 PM |