| Q2 2024 |
82 |
$373M |
+$73.1M |
-$57.2M |
+$15.9M |
BIL, SPY, BCI, EFA, IEF
|
13F-HR |
8/9/2024, 03:13 PM |
| Q1 2024 |
85 |
$363M |
+$69.6M |
-$55.9M |
+$13.7M |
SPY, EFA, USRT, BCI, IEF
|
13F-HR |
5/8/2024, 04:40 PM |
| Q4 2023 |
92 |
$338M |
+$67.4M |
-$68.4M |
-$1.05M |
BIL, USRT, SPY, EFA, BCI
|
13F-HR |
1/25/2024, 03:55 PM |
| Q3 2023 |
82 |
$322M |
+$77.6M |
-$26.3M |
+$51.4M |
BIL, SPY, BCI, EFA, USRT
|
13F-HR |
10/19/2023, 01:39 PM |
| Q2 2023 |
79 |
$324M |
+$61.1M |
-$26.9M |
+$34.2M |
BIL, SPY, EFA, IEF, AGG
|
13F-HR |
7/25/2023, 02:43 PM |
| Q1 2023 |
76 |
$304M |
+$50.9M |
-$19M |
+$31.9M |
BIL, EFA, SPY, AGG, GBIL
|
13F-HR |
4/26/2023, 06:54 PM |
| Q4 2022 |
93 |
$292M |
+$67.8M |
-$49.4M |
+$18.4M |
BIL, EFA, GBIL, AGG, PCY
|
13F-HR |
2/9/2023, 11:13 AM |
| Q3 2022 |
83 |
$256M |
+$36.6M |
-$24.6M |
+$11.9M |
BIL, VTIP, SPAB, GBIL, AGG
|
13F-HR |
8/25/2023, 05:32 PM |
| Q2 2022 |
99 |
$264M |
+$61.7M |
-$40.6M |
+$21.1M |
BIL, AGG, SPAB, BCI, GBIL
|
13F-HR |
8/25/2023, 05:18 PM |
| Q1 2022 |
109 |
$265M |
+$79M |
-$55.6M |
+$23.4M |
BIL, AGG, VTI, SPAB, MDY
|
13F-HR |
8/25/2023, 05:14 PM |
| Q4 2021 |
107 |
$245M |
+$45.4M |
-$31.6M |
+$13.8M |
VTI, IEF, MVV, VTWO, AGG
|
13F-HR |
8/25/2023, 03:22 PM |
| Q3 2021 |
97 |
$219M |
+$48M |
-$29.6M |
+$18.5M |
BND, VTI, VTWO, AGG, JNK
|
13F-HR |
8/25/2023, 02:19 PM |
| Q2 2021 |
96 |
$204M |
+$45.6M |
-$22.7M |
+$22.9M |
VTI, SCHZ, VTWO, AGG, VTIP
|
13F-HR |
8/25/2023, 02:14 PM |
| Q1 2021 |
97 |
$178M |
$0 |
$0 |
|
VTI, MDY, AGG, VTWO, GBIL
|
13F-HR |
8/25/2023, 02:03 PM |