Q2 2024 |
262 |
$293M |
+$9.1M |
-$7.44M |
+$1.66M |
VOO, JAVA, JGRO, IWR, GUNR
|
13F-HR |
7/30/2024, 03:16 PM |
Q1 2024 |
278 |
$290M |
+$83M |
-$8.07M |
+$74.9M |
VOO, JAVA, JGRO, IWR, GUNR
|
13F-HR |
4/12/2024, 12:11 PM |
Q4 2023 |
241 |
$203M |
+$19M |
-$11M |
+$8.05M |
VOO, GUNR, IWR, VTI, FBND
|
13F-HR |
1/31/2024, 09:27 AM |
Q3 2023 |
293 |
$179M |
+$10M |
-$6.49M |
+$3.55M |
VOO, GUNR, IWR, VTI, VB
|
13F-HR |
10/26/2023, 11:54 AM |
Q2 2023 |
239 |
$183M |
+$22.4M |
-$7.87M |
+$14.5M |
VOO, GUNR, IWR, VTI, VB
|
13F-HR |
7/14/2023, 12:57 PM |
Q1 2023 |
236 |
$161M |
+$3.49M |
-$5.35M |
-$1.86M |
VOO, IWR, VTI, VB, VO
|
13F-HR |
4/18/2023, 09:12 AM |
Q4 2022 |
240 |
$158M |
+$10.5M |
-$5.79M |
+$4.72M |
VOO, IWR, VTI, VB, VO
|
13F-HR |
1/26/2023, 02:22 PM |
Q3 2022 |
228 |
$143M |
+$10.5M |
-$21M |
-$10.5M |
VOO, IWR, VTI, VB, VO
|
13F-HR |
10/11/2022, 09:37 AM |
Q2 2022 |
230 |
$164M |
+$28M |
-$5.43M |
+$22.6M |
VOO, VTI, IWR, MUNI, VO
|
13F-HR |
7/13/2022, 03:43 PM |
Q1 2022 |
291 |
$168M |
+$13.8M |
-$8.45M |
+$5.32M |
VOO, VTI, IWR, BOND, FBND
|
13F-HR |
4/15/2022, 12:00 PM |
Q4 2021 |
300 |
$173M |
+$7.72M |
-$1.3M |
+$6.42M |
VOO, VTI, IWR, MUNI, VTEB
|
13F-HR |
1/24/2022, 01:59 PM |
Q3 2021 |
268 |
$156M |
+$6.28M |
-$2.55M |
+$3.72M |
VOO, IWR, VTI, MUNI, VTEB
|
13F-HR |
10/22/2021, 02:32 PM |
Q2 2021 |
235 |
$154M |
+$4.49M |
-$2.14M |
+$2.35M |
VOO, IWR, VTI, VTEB, MUNI
|
13F-HR |
7/27/2021, 10:03 AM |
Q1 2021 |
233 |
$144M |
+$7.24M |
-$2.72M |
+$4.52M |
VOO, IWR, VTI, MUNI, VTEB
|
13F-HR |
4/16/2021, 12:07 PM |
Q4 2020 |
233 |
$131M |
+$11.7M |
-$870K |
+$10.9M |
VOO, VTI, IWR, VTEB, MUNI
|
13F-HR |
1/29/2021, 09:29 AM |
Q3 2020 |
223 |
$101M |
+$5.67M |
-$4.31M |
+$1.37M |
VOO, VTI, IWR, VTEB, VB
|
13F-HR |
10/27/2020, 09:58 AM |
Q2 2020 |
234 |
$95.5M |
+$6.88M |
-$7.08M |
-$200K |
VOO, VTI, IWR, VTEB, VB
|
13F-HR |
7/15/2020, 04:52 PM |
Q1 2020 |
248 |
$84.3M |
+$14.5M |
-$14.1M |
+$371K |
VOO, VTI, IWR, VTEB, VO
|
13F-HR |
4/14/2020, 11:10 AM |
Q4 2019 |
253 |
$111M |
|
|
|
VOO, IWR, IVV, VTEB, IWM
|
13F-HR |
2/24/2020, 08:43 AM |