| Q1 2024 |
40 |
$88.8M |
+$13.1M |
-$154M |
-$141M |
IXUS, JEPI, JEPQ, IVVB, QQQM, SHY |
13F-HR |
5/15/2024, 04:34 PM |
| Q4 2023 |
62 |
$226M |
+$57.7M |
-$14.2M |
+$43.5M |
ITOT, VTI, IXUS, IVV, JEPI, JEPQ |
13F-HR |
2/13/2024, 07:35 PM |
| Q3 2023 |
64 |
$177M |
+$30.3M |
-$15.1M |
+$15.2M |
ITOT, VTI, IXUS, IEFA, IVV, EQAL |
13F-HR |
11/14/2023, 04:51 PM |
| Q2 2023 |
50 |
$169M |
+$6.53M |
-$21.1M |
-$14.5M |
ITOT, VTI, IXUS, EUSA, EQAL, IVV |
13F-HR |
8/11/2023, 03:55 PM |
| Q1 2023 |
65 |
$174M |
+$31.8M |
-$48.5M |
-$16.7M |
ITOT, VTI, IXUS, EUSA, EQAL, IVV |
13F-HR |
5/15/2023, 05:32 PM |
| Q4 2022 |
57 |
$178M |
+$39M |
-$6.31M |
+$32.7M |
ITOT, IEF, VTI, JEPI, EUSA, EQAL |
13F-HR |
2/14/2023, 12:27 PM |
| Q3 2022 |
50 |
$155M |
+$31.3M |
-$6.94M |
+$24.3M |
ITOT, VTI, IXUS, IEF, EUSA, JEPI |
13F-HR |
11/14/2022, 03:36 PM |
| Q2 2022 |
49 |
$143M |
+$43.4M |
-$18.6M |
+$24.8M |
ITOT, IEF, VTI, IXUS, RSP, IVV |
13F-HR |
8/15/2022, 06:08 PM |
| Q1 2022 |
54 |
$152M |
+$44.1M |
-$4.38M |
+$39.8M |
ITOT, IXUS, IVV, VTI, RSP, AAPL |
13F-HR |
5/12/2022, 04:18 PM |
| Q4 2021 |
59 |
$129M |
|
|
|
ITOT, IVV, IXUS, RSP, IVE, ACWI |
13F-HR |
1/21/2022, 10:59 AM |