| Q2 2024 |
15 |
$124M |
+$2.54M |
-$704K |
+$1.84M |
VIG, MUB, VXUS, VGIT, AAPL
|
13F-HR |
7/30/2024, 04:40 PM |
| Q1 2024 |
16 |
$122M |
+$457K |
-$50.2M |
-$49.8M |
VIG, MUB, VXUS, VGIT, AAPL
|
13F-HR |
4/18/2024, 05:35 PM |
| Q4 2023 |
18 |
$169M |
+$75.6M |
-$25M |
+$50.7M |
VIG, MUB, VXUS, VGIT, AAPL
|
13F-HR |
2/1/2024, 05:06 PM |
| Q3 2023 |
13 |
$109M |
+$1.68M |
-$11.4M |
-$9.67M |
VIG, VXUS, VTEB, MUB, VGSH
|
13F-HR |
10/26/2023, 03:54 PM |
| Q2 2023 |
19 |
$134M |
+$14.3M |
-$5.07M |
+$9.19M |
VIG, VXUS, VTEB, MUB, VGSH
|
13F-HR |
7/26/2023, 12:44 PM |
| Q1 2023 |
15 |
$123M |
+$1.42M |
-$204K |
+$1.22M |
VIG, VTEB, VXUS, MUB, VGSH
|
13F-HR |
4/21/2023, 06:47 PM |
| Q4 2022 |
15 |
$118M |
+$16.8M |
-$31.5M |
-$14.7M |
VIG, VTEB, VXUS, MUB, VGSH
|
13F-HR |
1/27/2023, 07:38 PM |
| Q3 2022 |
16 |
$125M |
+$566K |
-$1.56M |
-$999K |
VTEB, VIG, VXUS, VGSH, AAPL
|
13F-HR |
11/9/2022, 04:43 PM |
| Q2 2022 |
17 |
$134M |
+$59.6M |
-$2.74M |
+$56.8M |
VTEB, VIG, VXUS, VGSH, AAPL
|
13F-HR |
8/11/2022, 01:24 PM |
| Q1 2022 |
15 |
$88.5M |
+$1.71M |
-$21.8M |
-$20.1M |
VIG, VXUS, AAPL, VB, VWO
|
13F-HR |
5/12/2022, 06:27 PM |
| Q4 2021 |
54 |
$136M |
+$13M |
-$33.8M |
-$20.8M |
VIG, VXUS, VB, VWO, AAPL
|
13F-HR |
2/2/2022, 04:17 PM |
| Q3 2021 |
36 |
$150M |
+$6.17M |
-$7.26M |
-$1.08M |
VIG, AGG, VXUS, VB, VWO
|
13F-HR |
11/1/2021, 05:45 PM |
| Q2 2021 |
43 |
$153M |
+$36.7M |
-$5.64M |
+$31.1M |
VIG, VXUS, AGG, VB, VWO
|
13F-HR |
7/29/2021, 05:35 PM |
| Q1 2021 |
36 |
$118M |
+$16.4M |
-$11.2M |
+$5.17M |
VIG, VXUS, VB, VWO, JMST
|
13F-HR |
4/23/2021, 01:41 PM |
| Q4 2020 |
29 |
$109M |
|
|
|
VIG, VXUS, VB, VWO, AAPL
|
13F-HR |
4/23/2021, 01:36 PM |