| Q1 2024 |
48 |
$151M |
+$25M |
-$13.2M |
+$11.8M |
SPLG, VCIT, UCON, VO, AVUV, HYS |
13F-HR |
4/29/2024, 11:41 AM |
| Q4 2023 |
41 |
$133M |
+$18.3M |
-$17M |
+$1.29M |
SPLG, VCIT, UCON, VO, AVUV, CORP |
13F-HR |
1/25/2024, 11:23 AM |
| Q3 2023 |
52 |
$122M |
+$24.6M |
-$25.5M |
-$850K |
SPLG, VCIT, UCON, VO, JEPI, JCPB |
13F-HR |
10/27/2023, 12:20 PM |
| Q2 2023 |
50 |
$127M |
+$14.3M |
-$9.59M |
+$4.74M |
SPLG, JPST, VO, JEPI, AVUV, DVY |
13F-HR |
8/3/2023, 09:02 PM |
| Q1 2023 |
50 |
$119M |
+$17.2M |
-$10.4M |
+$6.87M |
JEPI, SPLG, JPST, DVY, VO, SDY |
13F-HR |
5/1/2023, 05:53 PM |
| Q4 2022 |
50 |
$111M |
+$10.1M |
-$8.83M |
+$1.3M |
JEPI, JPST, SPLG, DVY, VO, SDY |
13F-HR |
2/9/2023, 09:52 AM |
| Q3 2022 |
45 |
$105M |
+$20.4M |
-$10.3M |
+$10.1M |
JEPI, JPST, SPLG, DVY, VO, VNLA |
13F-HR |
11/14/2022, 09:19 AM |
| Q2 2022 |
47 |
$101M |
+$33.7M |
-$26.4M |
+$7.36M |
JPST, SPLG, JEPI, DVY, VO, VNQ |
13F-HR |
7/20/2022, 02:51 PM |
| Q1 2022 |
56 |
$128M |
+$41M |
-$18.2M |
+$22.8M |
SPLG, VO, HYS, PFF, JEPI, VB |
13F-HR |
5/2/2022, 01:13 PM |
| Q4 2021 |
52 |
$122M |
|
|
|
SPLG, SPYG, VO, JPST, VHT, RDVY |
13F-HR |
2/16/2022, 12:52 PM |