| Q2 2024 |
177 |
$191M |
+$13.6M |
-$18.6M |
-$4.95M |
VGSH, DFSE, DFAC, SCHB, DFIP
|
13F-HR |
7/10/2024, 10:05 AM |
| Q1 2024 |
197 |
$195M |
+$11M |
-$6.55M |
+$4.45M |
VGSH, DFAC, DFSE, SCHB, DFIP
|
13F-HR |
4/16/2024, 01:58 PM |
| Q4 2023 |
173 |
$179M |
+$12.6M |
-$2.83M |
+$9.72M |
VGSH, DFSE, DFAC, DFIP, SCHB
|
13F-HR |
1/22/2024, 02:53 PM |
| Q3 2023 |
148 |
$156M |
+$10.2M |
-$1.82M |
+$8.42M |
VGSH, DFSE, DFIP, DFAC, SCHB
|
13F-HR |
10/17/2023, 10:09 AM |
| Q2 2023 |
158 |
$155M |
+$5.16M |
-$9.18M |
-$4.02M |
VGSH, DFIP, DFSE, SCHB, DFAC
|
13F-HR |
7/14/2023, 05:05 PM |
| Q1 2023 |
153 |
$155M |
+$7.46M |
-$3.21M |
+$4.25M |
VGSH, DFIP, SCHB, DFSE, DFAC
|
13F-HR |
4/14/2023, 12:18 PM |
| Q4 2022 |
146 |
$136M |
+$6.29M |
-$4.46M |
+$1.83M |
VGSH, DFIP, SCHB, DFAC, SCHF
|
13F-HR |
1/17/2023, 04:20 PM |
| Q3 2022 |
133 |
$127M |
+$22.6M |
-$9.85M |
+$12.8M |
VGSH, DFIP, SCHB, DFAC, AAPL
|
13F-HR |
11/2/2022, 03:22 PM |
| Q2 2022 |
130 |
$134M |
+$49.9M |
-$8.36M |
+$41.6M |
VGSH, SCHB, DFIC, SCHF, DFAC
|
13F-HR |
7/15/2022, 10:41 AM |
| Q1 2022 |
120 |
$112M |
+$11.7M |
-$657K |
+$11.1M |
SCHB, DFIP, SCHF, VGSH, AAPL
|
13F-HR |
4/19/2022, 01:17 PM |
| Q4 2021 |
110 |
$113M |
+$21.3M |
-$550K |
+$20.8M |
SCHB, DFIP, SCHF, VGSH, AAPL
|
13F-HR |
1/14/2022, 11:25 AM |
| Q3 2021 |
98 |
$86.7M |
$0 |
$0 |
|
SCHB, SCHF, AAPL, VTI, VEA
|
13F-HR |
10/13/2021, 01:11 PM |