Q3 2024 |
169 |
$270M |
+$42.7M |
-$24.5M |
+$18.2M |
XDEC, VIG, IEMG, SCHG, IEFA
|
13F-HR |
11/1/2024, 12:36 PM |
Q2 2024 |
157 |
$240M |
+$30.1M |
-$36.5M |
-$6.36M |
XDEC, SCHG, VIG, QQQM, IEFA
|
13F-HR |
7/18/2024, 03:25 PM |
Q1 2024 |
153 |
$244M |
+$27.4M |
-$19.8M |
+$7.61M |
DVA, XDEC, VIG, SCHG, QQQM
|
13F-HR |
4/22/2024, 01:43 PM |
Q4 2023 |
137 |
$221M |
+$38.4M |
-$52.8M |
-$14.4M |
DVA, XDEC, QQQM, VIG, SCHG
|
13F-HR |
3/12/2024, 03:58 PM |
Q3 2023 |
131 |
$217M |
+$29.4M |
-$26.8M |
+$2.61M |
XDEC, VIG, DVA, QQQM, SHY
|
13F-HR |
10/25/2023, 02:05 PM |
Q2 2023 |
131 |
$224M |
+$32M |
-$29.7M |
+$2.31M |
XDEC, VIG, DVA, QQQM, JNK
|
13F-HR |
8/8/2023, 06:13 PM |
Q1 2023 |
130 |
$210M |
+$25.1M |
-$28.2M |
-$3.16M |
XDEC, VIG, EFA, JNK, IJR
|
13F-HR |
4/5/2023, 03:23 PM |
Q4 2022 |
124 |
$201M |
+$80.5M |
-$62M |
+$18.5M |
VIG, XDEC, EMB, EFA, IJR
|
13F-HR |
1/23/2023, 05:53 PM |
Q3 2022 |
118 |
$174M |
+$64.8M |
-$32.4M |
+$32.4M |
VIG, BIL, FJUN, QQQ, IJR
|
13F-HR |
10/25/2022, 03:07 PM |
Q2 2022 |
113 |
$149M |
+$47.5M |
-$61M |
-$13.5M |
VIG, DAPR, FAPR, QQQ, DVA
|
13F-HR |
7/21/2022, 06:31 PM |
Q1 2022 |
117 |
$188M |
+$39.1M |
-$43.9M |
-$4.76M |
VIG, QQQ, MINT, IJR, SCHG
|
13F-HR |
6/13/2022, 04:14 PM |
Q4 2021 |
115 |
$208M |
+$80.7M |
-$28.2M |
+$52.5M |
VIG, QQQ, MINT, TLT, SCHG
|
13F-HR |
2/24/2022, 11:59 AM |
Q3 2021 |
67 |
$146M |
+$34.5M |
-$21.9M |
+$12.5M |
QQQ, VIG, SCHG, JNK, DVA
|
13F-HR |
12/21/2021, 05:13 PM |
Q2 2021 |
54 |
$134M |
+$31.5M |
-$19.7M |
+$11.7M |
QQQ, VIG, SCHG, IJR, VOE
|
13F-HR |
8/5/2021, 12:56 PM |
Q1 2021 |
51 |
$116M |
+$28.4M |
-$44.9M |
-$16.5M |
VIG, QQQ, IJR, SCHG, MINT
|
13F-HR |
4/8/2021, 10:51 AM |
Q4 2020 |
42 |
$127M |
+$23.3M |
-$14.2M |
+$9.1M |
VIG, QQQ, SCHG, VOE, IEMG
|
13F-HR |
1/5/2021, 11:59 AM |
Q3 2020 |
35 |
$106M |
+$6.72M |
-$7.07M |
-$344K |
VIG, QQQ, SCHG, VOE, IEMG
|
13F-HR |
10/19/2020, 04:20 PM |
Q2 2020 |
37 |
$98.5M |
+$6.8M |
-$10M |
-$3.23M |
VIG, QQQ, SCHG, VOE, IEMG
|
13F-HR |
7/15/2020, 10:51 AM |
Q1 2020 |
39 |
$94.9M |
+$25.9M |
-$37.7M |
-$11.7M |
VIG, QQQ, SCHG, VOE, TLT
|
13F-HR |
4/28/2020, 03:54 PM |
Q4 2019 |
45 |
$116M |
$0 |
$0 |
|
VIG, QQQ, SCHM, SCHG, SCHD
|
13F-HR |
1/28/2020, 02:50 PM |