| Q2 2024 |
79 |
$148M |
+$10.7M |
-$14M |
-$3.32M |
VOO, IVV, BNDX, VEA, MUB
|
13F-HR |
7/19/2024, 05:28 PM |
| Q1 2024 |
79 |
$149M |
+$3.21M |
-$5.49M |
-$2.28M |
VOO, IVV, VEA, USMV, BNDX
|
13F-HR |
4/17/2024, 06:42 PM |
| Q4 2023 |
82 |
$144M |
+$2.65M |
-$1.31M |
+$1.34M |
VOO, IVV, VEA, MUB, BNDX
|
13F-HR |
1/31/2024, 03:48 PM |
| Q3 2023 |
85 |
$132M |
+$2.39M |
-$8.36M |
-$5.97M |
VOO, IVV, VEA, MUB, BNDX
|
13F-HR |
11/3/2023, 06:56 PM |
| Q2 2023 |
84 |
$143M |
+$2.36M |
-$2.61M |
-$245K |
VOO, IVV, VEA, MUB, BNDX
|
13F-HR |
7/20/2023, 10:36 AM |
| Q1 2023 |
81 |
$139M |
+$5.07M |
-$2.66M |
+$2.41M |
VOO, IVV, MUB, VEA, BNDX
|
13F-HR |
4/14/2023, 02:55 PM |
| Q4 2022 |
77 |
$131M |
+$50.3M |
-$14.1M |
+$36.2M |
VOO, IVV, MUB, VEA, BNDX
|
13F-HR |
1/27/2023, 05:04 PM |
| Q3 2022 |
61 |
$89.2M |
+$2.42M |
-$660K |
+$1.76M |
VOO, IVV, BNDX, VEA, USMV
|
13F-HR |
10/13/2022, 08:06 PM |
| Q2 2022 |
65 |
$94.1M |
+$3.53M |
-$280K |
+$3.26M |
VOO, VEA, BNDX, IVV, USMV
|
13F-HR |
7/13/2022, 01:19 PM |
| Q1 2022 |
74 |
$106M |
+$6.45M |
-$5.84M |
+$609K |
VOO, IVV, VEA, BNDX, USMV
|
13F-HR |
4/21/2022, 07:57 PM |
| Q4 2021 |
81 |
$117M |
+$13.6M |
-$4.56M |
+$9.04M |
VOO, VEA, IVV, BNDX, IEFA
|
13F-HR |
2/14/2022, 12:44 PM |
| Q3 2021 |
241 |
$109M |
+$2.41M |
-$2.02M |
+$390K |
VOO, VEA, BNDX, IVV, IEFA
|
13F-HR |
10/21/2021, 06:13 PM |
| Q2 2021 |
257 |
$110M |
+$4.62M |
-$549K |
+$4.08M |
VOO, VEA, BNDX, IVV, IEFA
|
13F-HR |
7/27/2021, 12:06 PM |
| Q1 2021 |
227 |
$101M |
+$2.66M |
-$29.4M |
-$26.7M |
VOO, BNDX, VEA, IVV, IEFA
|
13F-HR |
4/16/2021, 04:56 PM |
| Q4 2020 |
323 |
$124M |
|
|
|
VOO, VEA, BNDX, IVV, IEFA
|
13F-HR |
2/16/2021, 02:04 PM |