Q2 2024 |
93 |
$514M |
+$14.7M |
-$4.26M |
+$10.5M |
VOO, VEA, VIG, VYM, IJH
|
13F-HR |
7/17/2024, 11:54 AM |
Q1 2024 |
89 |
$493M |
+$33.9M |
-$4.92M |
+$29M |
VOO, VEA, VYM, VIG, IJH
|
13F-HR |
4/25/2024, 02:50 PM |
Q4 2023 |
93 |
$463M |
+$7.93M |
-$13.8M |
-$5.87M |
VOO, VEA, VIG, VYM, IJH
|
13F-HR |
2/12/2024, 01:24 PM |
Q3 2023 |
103 |
$429M |
+$12.7M |
-$4.99M |
+$7.69M |
VOO, VEA, BSV, VIG, VYM
|
13F-HR |
11/9/2023, 11:54 AM |
Q2 2023 |
99 |
$438M |
+$18M |
-$4.51M |
+$13.5M |
VOO, VEA, VIG, BSV, VYM
|
13F-HR |
8/7/2023, 03:42 PM |
Q1 2023 |
99 |
$412M |
+$12.7M |
-$7.57M |
+$5.08M |
VOO, VEA, BSV, VYM, VIG
|
13F-HR |
5/10/2023, 12:17 PM |
Q4 2022 |
101 |
$393M |
+$17.1M |
-$39.2M |
-$22.1M |
VOO, VEA, BSV, VYM, VIG
|
13F-HR |
1/27/2023, 12:23 PM |
Q3 2022 |
107 |
$392M |
+$33.9M |
-$20.4M |
+$13.6M |
VOO, VEA, BSV, BNDX, IJH
|
13F-HR |
10/31/2022, 05:11 PM |
Q2 2022 |
116 |
$414M |
+$39.9M |
-$18.6M |
+$21.3M |
VOO, VEA, BSV, BNDX, IJH
|
13F-HR |
7/27/2022, 12:25 PM |
Q1 2022 |
104 |
$212M |
+$54.4M |
-$12.4M |
+$42M |
IVV, IJH, VTEB, IJR, IEFA
|
13F-HR |
5/5/2022, 02:38 PM |
Q4 2021 |
69 |
$419M |
+$18.4M |
-$2.33M |
+$16M |
VOO, VEA, BSV, BNDX, IJH
|
13F-HR |
2/9/2022, 05:02 PM |
Q3 2021 |
113 |
$424M |
+$34.6M |
-$16.4M |
+$18.2M |
VOO, VEA, BSV, BNDX, IJH
|
13F-HR |
11/4/2021, 01:19 PM |
Q2 2021 |
105 |
$411M |
+$101M |
-$102M |
-$1.06M |
VOO, VEA, BNDX, BSV, IJH
|
13F-HR |
8/2/2021, 12:53 PM |
Q1 2021 |
292 |
$393M |
+$42M |
-$20.4M |
+$21.6M |
IVV, VEA, BNDX, BSV, IJH
|
13F-HR |
5/5/2021, 11:55 AM |
Q4 2020 |
286 |
$353M |
+$41.5M |
-$18.5M |
+$23.1M |
IVV, VEA, BNDX, BSV, IJH
|
13F-HR |
2/4/2021, 09:58 AM |
Q3 2020 |
288 |
$305M |
+$81.2M |
-$66.7M |
+$14.5M |
IVV, VEA, BNDX, BSV, IJH
|
13F-HR |
10/27/2020, 03:26 PM |
Q2 2020 |
297 |
$283M |
+$47.2M |
-$19.1M |
+$28.1M |
IVV, IEFA, IJH, BNDX, VNQ
|
13F-HR |
7/22/2020, 12:11 PM |
Q1 2020 |
284 |
$231M |
+$17.5M |
-$26.1M |
-$8.56M |
IVV, IEFA, IJH, VNQ, IJR
|
13F-HR |
4/22/2020, 01:15 PM |
Q4 2019 |
346 |
$306M |
+$17.4M |
-$6.83M |
+$10.6M |
IVV, IEFA, IJH, VNQ, IJR
|
13F-HR |
2/6/2020, 08:22 PM |
Q3 2019 |
335 |
$282M |
+$19.6M |
-$11.1M |
+$8.54M |
IVV, IEFA, IJH, VNQ, IJR
|
13F-HR |
11/7/2019, 09:57 AM |
Q2 2019 |
332 |
$272M |
+$20.8M |
-$9.96M |
+$10.8M |
IVV, IEFA, IJH, VNQ, IJR
|
13F-HR |
8/15/2019, 06:16 PM |
Q1 2019 |
314 |
$268M |
+$22M |
-$10.3M |
+$11.8M |
IVV, IEFA, IJH, VNQ, IEMG
|
13F-HR |
5/13/2019, 09:01 PM |
Q4 2018 |
360 |
$239M |
|
|
|
IVV, IEFA, IJH, VNQ, BNDX
|
13F-HR |
2/14/2019, 01:29 PM |