|
Q4 2023
|
32 |
8,166,274 |
VOO, IXUS, AGG, IJH
|
13F-HR
|
2/13/2024 |
000170187924000001 |
|
Q3 2023
|
28 |
7,273,866 |
VOO, IXUS, AGG, IJH
|
13F-HR
|
11/13/2023 |
000170187923000004 |
|
Q2 2023
|
24 |
7,381,411 |
VOO, IXUS, AGG, IJH
|
13F-HR
|
8/10/2023 |
000170187923000003 |
|
Q1 2023
|
28 |
6,881,959 |
VOO, IXUS, AGG, IJH
|
13F-HR
|
5/4/2023 |
000170187923000002 |
|
Q4 2022
|
28 |
6,259,944 |
VOO, IXUS, AGG, IJH
|
13F-HR
|
2/13/2023 |
000170187923000001 |
|
Q3 2022
|
28 |
5,548,370 |
VOO, IXUS, AGG, IJH
|
13F-HR
|
11/14/2022 |
000170187922000007 |
|
Q2 2022
|
28 |
5,621,485 |
VOO, IXUS, AGG, IJH
|
13F-HR
|
8/15/2022 |
000170187922000005 |
|
Q1 2022
|
28 |
6,161,287 |
VOO, IXUS, AGG, IJH
|
13F-HR
|
5/16/2022 |
000170187922000004 |
|
Q4 2021
|
27 |
6,139,255 |
VOO, IXUS, AGG, IJH
|
13F-HR
|
2/14/2022 |
000170187922000001 |
|
Q3 2021
|
27 |
5,445,991 |
VOO, IXUS, AGG, IJH
|
13F-HR
|
11/16/2021 |
000170187921000004 |
|
Q2 2021
|
27 |
5,076,762 |
VOO, IXUS, AGG, IJH
|
13F-HR
|
8/13/2021 |
000170187921000003 |
|
Q1 2021
|
18 |
4,349,338 |
VOO, IXUS, AGG, IJH
|
13F-HR
|
4/22/2021 |
000170187921000002 |
|
Q4 2020
|
18 |
3,699,290 |
VOO, IXUS, AGG, IJH
|
13F-HR
|
2/16/2021 |
000170187921000001 |
|
Q3 2020
|
18 |
3,045,523 |
VOO, IXUS, AGG, IJH
|
13F-HR
|
12/1/2020 |
000170187920000005 |
|
Q2 2020
|
13 |
2,590,367 |
VOO, VEA, VB, LQD
|
13F-HR
|
8/21/2020 |
000170187920000004 |
|
Q1 2020
|
13 |
1,950,757 |
VOO, VEA, VB, SHY
|
13F-HR
|
5/14/2020 |
000170187920000003 |
|
Q4 2019
|
13 |
2,225,492 |
VOO, VEA, VB, LQD
|
RESTATEMENT
|
2/11/2020 |
000170187920000002 |
|
Q3 2019
|
13 |
1,928,218 |
VOO, VEA, VB, LQD
|
13F-HR
|
11/15/2019 |
000170187919000005 |
|
Q2 2019
|
8 |
1,709,323 |
VOO, VEA, VB, LQD
|
13F-HR
|
8/12/2019 |
000170187919000004 |
|
Q1 2019
|
8 |
1,422,275 |
VOO, VEA, VB, LQD
|
13F-HR
|
4/24/2019 |
000170187919000003 |
|
Q4 2018
|
8 |
1,119,031 |
VOO, VEA, SHY, LQD
|
13F-HR
|
1/28/2019 |
000170187919000001 |
|
Q2 2018
|
7 |
814,803 |
VOO, VB, LQD, SHY
|
13F-HR
|
8/14/2018 |
000170187918000002 |
|
Q1 2018
|
8 |
847,589 |
VOO, VANGUARD TAX MANAGED INTL FD, VB, SHY
|
13F-HR
|
5/8/2018 |
000170187918000001 |
|
Q3 2017
|
8 |
545,236 |
VOO, VANGUARD TAX MANAGED INTL FD, VB, LQD
|
13F-HR
|
10/30/2017 |
000170187917000004 |
|
Q2 2017
|
8 |
464,040 |
VB, VOO, VANGUARD TAX MANAGED INTL FD, VWO
|
13F-HR
|
8/10/2017 |
000170187917000003 |
|
Q1 2017
|
5 |
264,678 |
VNQ, VB, VWO, VOO
|
13F-HR
|
4/28/2017 |
000170187917000002 |
|
Q4 2016
|
5 |
203,946 |
VNQ, VB, VWO, VOO
|
13F-HR
|
4/27/2017 |
000170187917000001 |