Q2 2024 |
113 |
$1.59B |
+$51.6M |
-$36.9M |
+$14.7M |
VTI, VXUS, ACWI, SPY, VOO
|
13F-HR |
7/16/2024, 11:11 AM |
Q1 2024 |
77 |
$1.55B |
+$20.6M |
-$42.9M |
-$22.3M |
VTI, VXUS, ACWI, SPY, VOO
|
13F-HR |
4/16/2024, 01:17 PM |
Q4 2023 |
75 |
$1.47B |
+$74.7M |
-$109M |
-$34.4M |
VTI, VXUS, ACWI, SPY, VOO
|
13F-HR |
1/23/2024, 04:26 PM |
Q3 2023 |
78 |
$1.36B |
+$87.3M |
-$83.7M |
+$3.62M |
VTI, VXUS, ACWI, SPY, VOO
|
13F-HR |
10/11/2023, 12:57 PM |
Q2 2023 |
75 |
$1.42B |
+$85M |
-$51.9M |
+$33.1M |
VTI, VXUS, ACWI, SPY, ACWX
|
13F-HR |
7/26/2023, 01:10 PM |
Q1 2023 |
479 |
$1.35B |
+$75.5M |
-$40.3M |
+$35.2M |
VTI, VXUS, ACWI, SPY, ACWX
|
13F-HR |
5/8/2023, 08:56 AM |
Q4 2022 |
401 |
$1.26B |
+$49M |
-$22.4M |
+$26.6M |
VTI, VXUS, ACWI, SPY, VT
|
13F-HR |
1/25/2023, 10:16 AM |
Q3 2022 |
334 |
$1.13B |
+$181M |
-$125M |
+$55.8M |
VTI, ACWI, VXUS, SPY, ACWX
|
13F-HR |
11/2/2022, 03:41 PM |
Q2 2022 |
374 |
$1.16B |
+$124M |
-$43.3M |
+$81.1M |
VXUS, VTI, ACWI, SPY, VT
|
13F-HR |
7/28/2022, 07:13 AM |
Q1 2022 |
337 |
$1.28B |
+$104M |
-$34.2M |
+$70.2M |
VXUS, VTI, ACWI, SPY, VT
|
13F-HR |
5/6/2022, 04:33 PM |
Q4 2021 |
714 |
$1.29B |
+$50M |
-$72.6M |
-$22.6M |
VXUS, VTI, ACWI, SPY, VT
|
13F-HR |
2/10/2022, 07:44 AM |
Q3 2021 |
838 |
$1.25B |
+$26.1M |
-$24.7M |
+$1.42M |
VXUS, VTI, ACWI, SPY, VT
|
13F-HR |
11/9/2021, 03:30 PM |
Q2 2021 |
880 |
$1.27B |
+$55.1M |
-$69.9M |
-$14.8M |
VXUS, VTI, ACWI, SPY, VT
|
13F-HR |
8/13/2021, 12:39 PM |
Q1 2021 |
274 |
$1.2B |
+$71.5M |
-$30.9M |
+$40.6M |
VXUS, VTI, ACWI, SPY, VT
|
13F-HR |
5/13/2021, 03:41 PM |
Q4 2020 |
201 |
$1.1B |
+$70.8M |
-$31.9M |
+$39M |
VXUS, ACWI, VTI, SPY, VT
|
13F-HR |
2/8/2021, 06:04 AM |
Q3 2020 |
170 |
$928M |
+$42.3M |
-$63.5M |
-$21.2M |
VXUS, ACWI, VTI, SPY, VT
|
13F-HR |
11/4/2020, 06:20 AM |
Q2 2020 |
182 |
$895M |
+$50.7M |
-$101M |
-$49.9M |
VXUS, ACWI, VTI, SPY, VT
|
13F-HR |
8/12/2020, 08:14 AM |
Q1 2020 |
169 |
$814M |
+$133M |
-$15.5M |
+$117M |
VXUS, VTI, ACWI, SPY, VT
|
13F-HR |
5/13/2020, 09:53 AM |
Q4 2019 |
186 |
$923M |
+$27.7M |
-$18.4M |
+$9.3M |
VXUS, VTI, ACWI, SPY, VOO
|
13F-HR |
1/28/2020, 08:18 AM |
Q3 2019 |
167 |
$859M |
+$68.4M |
-$49M |
+$19.4M |
VXUS, VTI, ACWI, SPY, VSS
|
13F-HR |
10/31/2019, 11:49 AM |
Q2 2019 |
170 |
$845M |
+$33.6M |
-$1.77M |
+$31.8M |
VXUS, ACWI, VTI, SPY, VOO
|
13F-HR |
7/19/2019, 01:20 PM |
Q1 2019 |
239 |
$808M |
+$23.8M |
-$54.7M |
-$30.9M |
VXUS, ACWI, VTI, SPY, VOO
|
13F-HR |
4/8/2019, 11:57 AM |
Q4 2018 |
143 |
$752M |
+$124M |
-$14M |
+$110M |
VXUS, ACWI, VTI, SPY, VNQ
|
13F-HR |
1/18/2019, 02:04 PM |
Q3 2018 |
148 |
$738M |
+$21.9M |
-$5.89M |
+$16M |
VXUS, ACWI, VTI, SPY, VNQ
|
13F-HR |
10/30/2018, 07:32 AM |
Q2 2018 |
139 |
$699M |
+$41.9M |
-$12.7M |
+$29.2M |
VXUS, ACWI, VTI, SPY, VNQ
|
13F-HR |
7/19/2018, 04:21 PM |
Q1 2018 |
124 |
$671M |
+$109M |
-$4.07M |
+$105M |
VXUS, ACWI, SPY, VTI, VNQ
|
13F-HR |
5/3/2018, 04:00 PM |
Q4 2017 |
109 |
$575M |
+$24.4M |
-$6.59M |
+$17.8M |
VXUS, ACWI, SPY, VTI, VOO
|
13F-HR |
1/31/2018, 07:08 AM |
Q3 2017 |
64 |
$532M |
+$21M |
-$12.1M |
+$8.87M |
VXUS, ACWI, SPY, VTI, VOO
|
13F-HR |
10/23/2017, 10:26 AM |
Q2 2017 |
112 |
$504M |
+$14.7M |
-$17.1M |
-$2.43M |
VXUS, ACWI, SPY, VTI, VOO
|
13F-HR |
7/24/2017, 10:32 AM |
Q1 2017 |
77 |
$489M |
+$6.51M |
-$4.94M |
+$1.58M |
VXUS, ACWI, SPY, VTI, VOO
|
13F-HR |
4/26/2017, 09:43 AM |
Q4 2016 |
53 |
$459M |
+$30.1M |
-$2.88M |
+$27.2M |
VXUS, ACWI, SPY, VTI, VOO
|
13F-HR |
1/20/2017, 12:58 PM |
Q3 2016 |
40 |
$438M |
+$10.9M |
-$2.23M |
+$8.64M |
VXUS, ACWI, SPY, VOO, VTI
|
13F-HR |
10/17/2016, 11:46 AM |
Q2 2016 |
36 |
$411M |
+$12M |
-$16.3M |
-$4.34M |
VXUS, ACWI, SPY, VOO, VTI
|
13F-HR |
7/26/2016, 04:18 PM |
Q1 2016 |
37 |
$414M |
+$33M |
-$32.7M |
+$250K |
VXUS, ACWI, SPY, VOO, VTI
|
13F-HR |
4/12/2016, 02:47 PM |
Q4 2015 |
35 |
$413M |
+$63.3M |
-$7.02M |
+$56.3M |
ACWI, VXUS, SPY, VOO, VEA
|
13F-HR |
1/15/2016, 02:13 PM |
Q3 2015 |
36 |
$348M |
+$80.3M |
-$1.57M |
+$78.7M |
ACWI, VXUS, SPY, VEA, VOO
|
13F-HR |
10/14/2015, 09:30 AM |
Q2 2015 |
34 |
$310M |
+$8.13M |
-$2.21M |
+$5.92M |
ACWI, SPY, VXUS, VEA, EFA
|
13F-HR |
8/11/2015, 10:53 AM |
Q1 2015 |
35 |
$305M |
+$4.43M |
-$2.04M |
+$2.39M |
ACWI, SPY, VXUS, VEA, EFA
|
13F-HR |
5/1/2015, 09:23 AM |
Q4 2014 |
101 |
$329M |
+$57.7M |
-$212K |
+$57.5M |
ACWI, SPY, VXUS, VEA, VWO
|
13F-HR |
1/30/2015, 08:26 AM |
Q3 2014 |
24 |
$273M |
+$5.56M |
-$2.21M |
+$3.35M |
ACWI, SPY, VXUS, VEA, EFA
|
13F-HR |
11/7/2014, 03:59 PM |
Q2 2014 |
25 |
$277M |
+$2.06M |
-$200K |
+$1.86M |
ACWI, SPY, VXUS, VEA, VWO
|
13F-HR |
8/12/2014, 11:10 AM |
Q1 2014 |
26 |
$264M |
+$5.59M |
-$1.15M |
+$4.43M |
ACWI, SPY, VXUS, VEA, VWO
|
13F-HR |
5/12/2014, 03:00 PM |
Q4 2013 |
30 |
$275M |
|
|
|
ACWI, SPY, VXUS, VEA, VWO
|
13F-HR |
2/7/2014, 12:59 PM |