| Q2 2024 |
58 |
$241M |
+$11.9M |
-$6.84M |
+$5.04M |
VTI, VEA, DFEM, DFSV, VCIT
|
13F-HR |
8/7/2024, 07:23 PM |
| Q1 2024 |
56 |
$234M |
+$5.81M |
-$723K |
+$5.08M |
VTI, VEA, DFSV, DFEM, MUB
|
13F-HR |
4/17/2024, 06:26 PM |
| Q4 2023 |
51 |
$219M |
+$12.5M |
-$9.9M |
+$2.62M |
VTI, VEA, DFSV, DFEM, MUB
|
13F-HR |
1/23/2024, 06:36 PM |
| Q3 2023 |
50 |
$197M |
+$10.9M |
-$403K |
+$10.5M |
VTI, VEA, DFSV, DFEM, VCSH
|
13F-HR |
10/13/2023, 10:38 AM |
| Q2 2023 |
49 |
$193M |
+$58.3M |
-$27.5M |
+$30.8M |
VTI, VEA, DFSV, DFEM, VCSH
|
13F-HR |
7/17/2023, 09:53 PM |
| Q1 2023 |
47 |
$165M |
+$5.88M |
-$129K |
+$5.75M |
VTI, VEA, SLYV, VWO, MUB
|
13F-HR |
5/9/2023, 10:10 AM |
| Q4 2022 |
47 |
$151M |
+$5.16M |
-$575K |
+$4.58M |
VTI, VEA, SLYV, VWO, SPTI
|
13F-HR |
2/9/2023, 08:00 PM |
| Q3 2022 |
46 |
$144M |
+$24.3M |
-$760K |
+$23.5M |
VTI, VEA, SLYV, VWO, SPTI
|
13F-HR |
11/9/2022, 03:54 PM |
| Q2 2022 |
48 |
$132M |
|
|
|
VTI, VEA, SLYV, VWO, SPTI
|
13F-HR |
8/30/2022, 08:50 AM |