| Q2 2024 |
157 |
$298M |
+$22M |
-$4.4M |
+$17.6M |
JAVA, VTI, VT, BOND, IJH
|
13F-HR |
7/12/2024, 03:21 PM |
| Q1 2024 |
166 |
$282M |
+$44.8M |
-$6M |
+$38.8M |
JAVA, VTI, VT, BOND, VONV
|
13F-HR |
5/14/2024, 01:18 PM |
| Q4 2023 |
154 |
$235M |
+$22.8M |
-$4.87M |
+$17.9M |
JAVA, BOND, VTI, VONV, IJH
|
13F-HR |
5/14/2024, 01:15 PM |
| Q3 2023 |
173 |
$199M |
+$19.1M |
-$13.8M |
+$5.35M |
VTI, JAVA, BOND, VONV, VT
|
13F-HR |
11/14/2023, 12:53 PM |
| Q2 2023 |
165 |
$199M |
+$25M |
-$3.82M |
+$21.2M |
VTI, VT, BOND, VONV, JAVA
|
13F-HR |
7/12/2023, 10:27 AM |
| Q1 2023 |
156 |
$172M |
+$27.6M |
-$1.84M |
+$25.8M |
VTI, VT, VONV, AAPL, JPST
|
13F-HR |
4/24/2023, 04:02 PM |
| Q4 2022 |
141 |
$141M |
+$16.5M |
-$3.86M |
+$12.7M |
VTI, JPST, VONV, VT, AAPL
|
13F-HR |
1/19/2023, 12:21 PM |
| Q3 2022 |
130 |
$120M |
+$33.3M |
-$182K |
+$33.1M |
VTI, JPST, VONV, AAPL, MSFT
|
13F-HR |
10/24/2022, 02:03 PM |
| Q2 2022 |
107 |
$91.3M |
|
|
|
VTI, VT, MSFT, VONV, IJH
|
13F-HR |
8/12/2022, 11:29 AM |