Q2 2024 |
81 |
$272M |
+$184M |
-$13.1M |
+$171M |
ITOT, VTI, IVV, IXUS, JEPI
|
13F-HR |
8/14/2024, 04:58 PM |
Q1 2024 |
44 |
$89.9M |
+$13.1M |
-$154M |
-$141M |
IXUS, JEPI, JEPQ, IVVB, QQQM
|
13F-HR |
5/15/2024, 04:34 PM |
Q4 2023 |
66 |
$227M |
+$57.7M |
-$24.7M |
+$33.1M |
ITOT, VTI, IXUS, IVV, JEPI
|
13F-HR |
2/13/2024, 07:35 PM |
Q3 2023 |
66 |
$178M |
+$30.3M |
-$15.1M |
+$15.2M |
ITOT, VTI, IXUS, IEFA, IVV
|
13F-HR |
11/14/2023, 04:51 PM |
Q2 2023 |
50 |
$169M |
+$6.53M |
-$21.1M |
-$14.5M |
ITOT, VTI, IXUS, EUSA, EQAL
|
13F-HR |
8/11/2023, 03:55 PM |
Q1 2023 |
65 |
$174M |
+$31.8M |
-$29.1M |
+$2.7M |
ITOT, VTI, IXUS, EUSA, EQAL
|
13F-HR |
5/15/2023, 05:32 PM |
Q4 2022 |
58 |
$165M |
+$28.7M |
-$27.1M |
+$1.55M |
ITOT, VTI, JEPI, EUSA, EQAL
|
13F-HR |
2/14/2023, 01:27 PM |
Q3 2022 |
50 |
$155M |
+$31.3M |
-$9.03M |
+$22.3M |
ITOT, VTI, IXUS, IEF, EUSA
|
13F-HR |
11/14/2022, 04:36 PM |
Q2 2022 |
50 |
$142M |
+$42M |
-$28.9M |
+$13.2M |
ITOT, IEF, VTI, IXUS, RSP
|
13F-HR |
8/15/2022, 06:08 PM |
Q1 2022 |
54 |
$150M |
+$44M |
-$15.6M |
+$28.4M |
ITOT, IXUS, IVV, VTI, RSP
|
13F-HR |
5/12/2022, 04:18 PM |
Q4 2021 |
59 |
$129M |
$0 |
$0 |
|
ITOT, IVV, IXUS, RSP, IVE
|
13F-HR |
1/21/2022, 11:59 AM |