| Q2 2024 |
113 |
$297M |
+$21.1M |
-$6.69M |
+$14.4M |
VTI, AAPL, DFCF, VXUS, VTV
|
13F-HR |
8/1/2024, 04:04 PM |
| Q1 2024 |
113 |
$276M |
+$20.8M |
-$16.7M |
+$4.05M |
VTI, AAPL, VXUS, DFCF, VTV
|
13F-HR |
5/3/2024, 01:00 PM |
| Q4 2023 |
108 |
$259M |
+$29.6M |
-$3.72M |
+$25.9M |
VTI, AAPL, VXUS, VTV, DFCF
|
13F-HR |
1/26/2024, 01:09 PM |
| Q3 2023 |
90 |
$210M |
+$1.29M |
-$21.6M |
-$20.3M |
VTI, AAPL, VXUS, VTV, DFAC
|
13F-HR |
10/20/2023, 04:59 PM |
| Q2 2023 |
103 |
$247M |
+$6.1M |
-$23.9M |
-$17.8M |
VTI, AAPL, VXUS, DFAC, VTV
|
13F-HR |
8/4/2023, 06:19 PM |
| Q1 2023 |
101 |
$248M |
+$2.32M |
-$4.43M |
-$2.11M |
VTI, VXUS, AAPL, DFAC, VTV
|
13F-HR |
5/5/2023, 08:11 PM |
| Q4 2022 |
99 |
$233M |
+$4.86M |
-$13.3M |
-$8.43M |
VTI, VXUS, DFAC, VTV, AAPL
|
13F-HR |
1/30/2023, 03:51 PM |
| Q3 2022 |
94 |
$229M |
+$7.49M |
-$9.7M |
-$2.21M |
VTI, DFAC, VXUS, AAPL, VTV
|
13F-HR |
10/31/2022, 06:43 PM |
| Q2 2022 |
101 |
$252M |
+$14.5M |
-$10.7M |
+$3.8M |
VTI, DFAC, VXUS, AAPL, VTV
|
13F-HR |
7/22/2022, 02:56 PM |
| Q1 2022 |
107 |
$298M |
|
|
|
VTI, VXUS, AAPL, DFAC, VTV
|
13F-HR |
5/4/2022, 04:14 PM |
| Q4 2021 |
52 |
$176M |
$0 |
$0 |
|
VTI, VXUS, VTV, VWO, VSS
|
13F-HR |
1/13/2022, 11:04 AM |
| Q3 2021 |
98 |
$272M |
+$41.2M |
-$1.48M |
+$39.8M |
VTI, VXUS, DFAC, VTV, AAPL
|
13F-HR |
10/6/2021, 04:48 PM |
| Q2 2021 |
89 |
$235M |
+$1.31M |
-$17M |
-$15.7M |
VTI, VXUS, VTV, AAPL, VWO
|
13F-HR |
7/9/2021, 09:50 AM |
| Q1 2021 |
89 |
$236M |
+$13.7M |
-$3.3M |
+$10.4M |
VTI, VXUS, VTV, AAPL, VWO
|
13F-HR |
4/12/2021, 02:58 PM |
| Q4 2020 |
81 |
$216M |
|
|
|
VTI, VXUS, VTV, AAPL, VWO
|
13F-HR |
2/1/2021, 12:13 PM |