Q2 2024 |
102 |
$362M |
+$8.99M |
-$2.32M |
+$6.68M |
SPTM, AGG, NTSX, VXUS, VOO
|
13F-HR |
7/17/2024, 08:07 PM |
Q1 2024 |
102 |
$350M |
+$61.2M |
-$31.9M |
+$29.2M |
SPTM, AGG, NTSX, VXUS, VOO
|
13F-HR |
4/25/2024, 04:22 PM |
Q4 2023 |
94 |
$302M |
+$64.6M |
-$5.18M |
+$59.4M |
SPTM, AGG, VOO, VXUS, SSO
|
13F-HR |
1/17/2024, 07:31 PM |
Q3 2023 |
91 |
$221M |
+$44.8M |
-$1.53M |
+$43.3M |
SPTM, VOO, AGG, VXUS, SSO
|
13F-HR |
10/25/2023, 04:37 PM |
Q2 2023 |
76 |
$193M |
+$65.9M |
-$21.8M |
+$44.1M |
SPTM, VOO, VXUS, SSO, NTSX
|
13F-HR |
7/12/2023, 11:20 AM |
Q1 2023 |
50 |
$151M |
+$28M |
-$4.84M |
+$23.2M |
SPTM, VOO, VTI, DGRO, MMTM
|
13F-HR |
4/27/2023, 02:10 PM |
Q4 2022 |
75 |
$148M |
+$23.6M |
-$2.24M |
+$21.3M |
SPTM, VOO, DGRO, MMTM, UNP
|
13F-HR |
2/14/2023, 03:31 PM |
Q3 2022 |
450 |
$162M |
+$4.86M |
-$7.34M |
-$2.48M |
SPTM, TIP, VOO, TFLO, BSV
|
13F-HR |
11/9/2022, 12:02 PM |
Q2 2022 |
439 |
$179M |
+$29M |
-$50M |
-$21M |
SPTM, TIP, VOO, TFLO, BSV
|
13F-HR |
7/28/2022, 03:26 PM |
Q1 2022 |
452 |
$232M |
+$48.3M |
-$30.2M |
+$18.1M |
SPTM, VOO, TIP, VTI, DGRO
|
13F-HR |
5/5/2022, 12:41 PM |
Q4 2021 |
446 |
$231M |
+$50.1M |
-$6.65M |
+$43.4M |
SPTM, VTI, VOO, TLT, DGRO
|
13F-HR |
1/18/2022, 03:30 PM |
Q3 2021 |
397 |
$175M |
+$28.9M |
-$34.2M |
-$5.25M |
SPTM, VOO, VTI, DGRO, MTUM
|
13F-HR |
10/19/2021, 11:09 AM |
Q2 2021 |
393 |
$182M |
+$31.3M |
-$20.7M |
+$10.7M |
SPTM, VOO, ITOT, VTI, DGRO
|
13F-HR |
7/19/2021, 06:07 PM |
Q1 2021 |
353 |
$161M |
+$62.5M |
-$34.7M |
+$27.8M |
SPTM, ITOT, VTI, VOO, SCZ
|
13F-HR |
5/5/2021, 12:12 PM |
Q4 2020 |
338 |
$127M |
+$10.8M |
-$5.99M |
+$4.83M |
VOO, SCZ, VTI, SPTM, ACWV
|
13F-HR |
1/14/2021, 02:53 PM |
Q3 2020 |
308 |
$107M |
+$32.3M |
-$1.91M |
+$30.4M |
VOO, SCZ, VTI, SPTM, ACWV
|
13F-HR |
11/12/2020, 05:32 PM |
Q2 2020 |
67 |
$76.2M |
+$33.4M |
-$8.69M |
+$24.7M |
VOO, VTI, SPTM, ACWV, UNP
|
13F-HR |
8/14/2020, 05:09 PM |
Q1 2020 |
45 |
$53M |
+$15.3M |
-$11.3M |
+$4.09M |
SPTM, ACWV, VXUS, UNP, SH
|
13F-HR |
5/14/2020, 07:05 PM |
Q4 2019 |
76 |
$105M |
|
|
|
VOO, SPTM, MTUM, SPAB, UNP
|
13F-HR |
2/11/2020, 04:16 PM |