| Q1 2024 |
198 |
$160M |
+$23.8M |
-$29.8M |
-$5.96M |
SCHG, VEA, VWO, IVV, IWD, BRKB |
13F-HR |
5/8/2024, 12:25 PM |
| Q4 2023 |
211 |
$150M |
+$4.09M |
-$2.25M |
+$1.84M |
SCHG, VEA, VWO, SCHD, SCHP, UNP |
13F-HR |
2/13/2024, 10:39 AM |
| Q3 2023 |
396 |
$142M |
+$5.03M |
-$129M |
-$124M |
SCHG, VEA, VWO, SCHD, SCHP, BRKB |
13F-HR |
11/14/2023, 12:24 PM |
| Q2 2023 |
399 |
$272M |
+$12.1M |
-$44.2M |
-$32.1M |
SCHG, VEA, VWO, SCHD, SCHP, BRKB |
13F-HR |
8/14/2023, 11:16 AM |
| Q1 2023 |
381 |
$296M |
+$89.7M |
-$41.4M |
+$48.3M |
SCHG, VEA, VWO, SCHP, SCHD, UNP |
RESTATEMENT |
5/10/2023, 09:23 AM |
| Q4 2022 |
356 |
$242M |
+$121M |
-$5.74M |
+$115M |
VEA, SCHP, VWO, SCHV, SCHM, SCHG |
13F-HR |
1/31/2023, 10:01 AM |
| Q3 2022 |
231 |
$121M |
+$4.33M |
-$2.79M |
+$1.55M |
SCHP, VEA, VWO, SCHM, SCHV, SCHG |
13F-HR |
11/2/2022, 01:35 PM |
| Q2 2022 |
262 |
$124M |
+$8.76M |
-$2.55M |
+$6.2M |
VEA, SCHP, VWO, SCHM, SCHV, UNP |
13F-HR |
8/11/2022, 12:29 PM |
| Q1 2022 |
261 |
$146M |
+$47.8M |
-$22.2M |
+$25.7M |
VEA, SCHP, VWO, SCHM, SCHV, UNP |
RESTATEMENT |
8/17/2022, 12:12 PM |
| Q1 2022 |
283 |
$147M |
+$48.4M |
-$22.1M |
+$26.3M |
VEA, SCHP, VWO, SCHM, SCHV, UNP |
RESTATEMENT |
5/9/2022, 04:48 PM |
| Q4 2021 |
273 |
$132M |
|
|
|
SCHP, IVV, SCHM, VWO, UNP, VEU |
13F-HR |
2/14/2022, 11:29 AM |