Q2 2024 |
221 |
$210M |
+$21.2M |
-$18.8M |
+$2.4M |
BND, GVI, GUNR, VTV, VUG
|
13F-HR |
7/24/2024, 03:43 PM |
Q1 2024 |
237 |
$210M |
+$16.3M |
-$12.9M |
+$3.41M |
BND, GVI, VUG, GUNR, EFA
|
Restatement |
4/19/2024, 12:42 PM |
Q4 2023 |
241 |
$205M |
+$56.1M |
-$18M |
+$38.1M |
BND, GVI, HBNC, GUNR, VUG
|
13F-HR |
1/16/2024, 04:38 PM |
Q3 2023 |
238 |
$156M |
+$12.2M |
-$8.09M |
+$4.14M |
GVI, BND, HBNC, PFE, EFA
|
13F-HR |
10/24/2023, 02:29 PM |
Q2 2023 |
232 |
$157M |
+$9.99M |
-$8.1M |
+$1.89M |
GVI, BND, HBNC, PFE, EFA
|
13F-HR |
8/3/2023, 09:00 AM |
Q1 2023 |
179 |
$157M |
+$1.18M |
-$21.1M |
-$19.9M |
GVI, BND, HBNC, PFE, SDY
|
13F-HR |
5/5/2023, 08:56 AM |
Q4 2022 |
206 |
$178M |
$0 |
$0 |
|
GVI, BND, HBNC, PFE, IVV
|
13F-HR |
2/9/2023, 04:07 PM |
Q3 2020 |
246 |
$70.6M |
+$2.67M |
-$28.4M |
-$25.7M |
HBNC, PFE, IVV, VTI, MSFT
|
13F-HR |
11/12/2020, 11:48 AM |
Q2 2020 |
247 |
$93.1M |
+$30.6M |
-$11.2M |
+$19.5M |
HBNC, PFE, IVV, VTI, MSFT
|
13F-HR |
8/10/2020, 03:47 PM |
Q1 2020 |
264 |
$64.7M |
+$3.8M |
-$26.8M |
-$23M |
HBNC, PFE, MSFT, VTI, IVV
|
13F-HR |
4/20/2020, 03:26 PM |
Q4 2019 |
272 |
$99.5M |
$0 |
$0 |
|
PFE, IVV, VTI, MMM, MSFT
|
13F-HR |
2/11/2020, 03:06 PM |