|
Q2 2025
|
24 |
486,327 |
VTI, BLUE OWL TECHNOLOGY FIN CORP, VTHR, ACWX
|
13F-HR
|
8/13/2025 |
000110465925077496 |
|
Q1 2025
|
23 |
382,539 |
VTI, VTHR, ACWX, VGIT
|
13F-HR
|
5/14/2025 |
000110465925048072 |
|
Q4 2024
|
19 |
408,723 |
VTI, VTHR, ACWX, VGIT
|
13F-HR
|
2/14/2025 |
000110465925013716 |
|
Q3 2024
|
23 |
432,415 |
VTI, ACWX, VTHR, VGIT
|
13F-HR
|
11/12/2024 |
000110465924117022 |
|
Q2 2024
|
26 |
467,343 |
VTI, ACWX, VTHR, MORGAN STANLEY DIRECT LENDIN
|
13F-HR
|
8/14/2024 |
000110465924089415 |
|
Q1 2024
|
25 |
371,012 |
VTI, MORGAN STANLEY DIRECT LENDIN, VGIT, VEA
|
13F-HR
|
5/10/2024 |
000110465924059843 |
|
Q4 2023
|
23 |
349,738 |
VTI, VGIT, VEA, FBRT
|
13F-HR
|
2/12/2024 |
000110465924015651 |
|
Q3 2023
|
26 |
305,312 |
VTI, VEA, FBRT, TSLX
|
13F-HR
|
11/13/2023 |
000110465923117394 |
|
Q2 2023
|
26 |
304,589 |
VTI, VEA, FBRT, VTHR
|
13F-HR
|
8/14/2023 |
000110465923090829 |
|
Q1 2023
|
26 |
312,529 |
VTI, VEA, FBRT, VTHR
|
13F-HR
|
5/12/2023 |
000110465923059827 |
|
Q4 2022
|
26 |
354,972 |
VTI, VEA, FBRT, ARCC
|
13F-HR
|
2/10/2023 |
000110465923018293 |
|
Q3 2022
|
25 |
296,074 |
VTI, VEA, VTHR, NMFC
|
13F-HR
|
11/10/2022 |
000110465922117199 |
|
Q2 2022
|
25 |
309,651 |
VTI, VEA, VTHR, ARCC
|
13F-HR
|
8/12/2022 |
000110465922090048 |
|
Q1 2022
|
25 |
381,231 |
VTI, VEA, VTHR, ORCC
|
13F-HR
|
5/13/2022 |
000110465922060160 |
|
Q4 2021
|
25 |
384,858 |
VTI, VEA, ARCC, VTHR
|
13F-HR
|
2/11/2022 |
000110465922019767 |
|
Q3 2021
|
24 |
381,074 |
VTI, VEA, VTHR, NMFC
|
13F-HR
|
11/15/2021 |
000110465921138904 |
|
Q2 2021
|
24 |
379,568 |
VTI, VEA, VTHR, NMFC
|
13F-HR
|
8/13/2021 |
000110465921105032 |
|
Q1 2021
|
24 |
419,841 |
VEA, VTI, NMFC, TCPC
|
13F-HR
|
5/14/2021 |
000110465921066449 |
|
Q4 2020
|
24 |
463,374 |
VTI, VEA, TSLX, GBDC
|
13F-HR
|
2/12/2021 |
000110465921021639 |
|
Q3 2020
|
24 |
335,498 |
VEA, VTI, VCSH, ARCC
|
13F-HR
|
11/13/2020 |
000110465920124796 |
|
Q2 2020
|
23 |
293,865 |
VEA, VTI, GBDC, VCSH
|
13F-HR
|
8/12/2020 |
000110465920093715 |
|
Q1 2020
|
22 |
226,301 |
VEA, VTI, VCSH, GBDC
|
13F-HR
|
5/13/2020 |
000110465920060489 |
|
Q4 2019
|
22 |
303,181 |
VTI, VEA, GBDC, VCSH
|
13F-HR
|
2/13/2020 |
000110465920019977 |
|
Q3 2019
|
21 |
255,997 |
VTI, VEA, CVBF, VCSH
|
13F-HR
|
11/13/2019 |
000110465919063217 |
|
Q2 2019
|
20 |
288,139 |
CVBF, VEA, VTI, ARCC
|
13F-HR
|
8/13/2019 |
000114420419039314 |
|
Q1 2019
|
18 |
338,697 |
CVBF, VTI, VEA, TSLX
|
13F-HR
|
5/9/2019 |
000114420419024791 |
|
Q4 2018
|
20 |
296,703 |
CVBF, VEA, VTI, ARCC
|
13F-HR
|
2/8/2019 |
000114420419005772 |
|
Q3 2018
|
20 |
247,472 |
CVBF, VEA, VTI, TSLX
|
13F-HR
|
11/8/2018 |
000114420418058270 |
|
Q2 2018
|
19 |
115,651 |
VEA, VTI, VCSH, SPY
|
13F-HR
|
8/6/2018 |
000114420418042109 |
|
Q1 2018
|
19 |
114,642 |
VEA, VTI, VCSH, SPY
|
13F-HR
|
7/23/2018 |
000114420418039266 |
|
Q4 2017
|
19 |
115,441 |
VEA, VTI, VCSH, SPY
|
13F-HR
|
7/20/2018 |
000114420418039126 |