Q3 2024 |
105 |
$222M |
+$22.2M |
-$20.6M |
+$1.69M |
FBND, JEPI, JMUB, SPLG, MSFT
|
13F-HR |
11/1/2024, 05:22 PM |
Q2 2024 |
103 |
$211M |
+$13.6M |
-$7.25M |
+$6.31M |
FBND, JMUB, JEPI, SPLG, MSFT
|
13F-HR |
8/12/2024, 02:07 PM |
Q1 2024 |
101 |
$206M |
+$28.7M |
-$23.5M |
+$5.18M |
FBND, JEPI, JMUB, SPLG, MSFT
|
13F-HR |
5/14/2024, 07:38 PM |
Q4 2023 |
106 |
$190M |
+$43.9M |
-$36.7M |
+$7.19M |
FBND, PYLD, JMUB, SPLG, JEPI
|
13F-HR |
2/9/2024, 07:24 PM |
Q3 2023 |
99 |
$169M |
+$16.8M |
-$14.2M |
+$2.57M |
FBND, MOO, SPLG, JEPI, MSFT
|
13F-HR |
11/13/2023, 01:51 PM |
Q2 2023 |
100 |
$173M |
+$18.4M |
-$23.9M |
-$5.47M |
FBND, MOO, SPLG, MSFT, MUB
|
13F-HR |
8/11/2023, 12:14 PM |
Q1 2023 |
100 |
$175M |
+$59.7M |
-$40.8M |
+$18.9M |
MOO, FBND, SPLG, IDV, MUB
|
13F-HR |
5/9/2023, 01:05 PM |
Q4 2022 |
98 |
$149M |
+$14M |
-$10.3M |
+$3.74M |
SPLG, JEPI, VEA, SUB, ACWV
|
13F-HR |
2/10/2023, 07:53 PM |
Q3 2022 |
90 |
$139M |
+$24.8M |
-$25.6M |
-$812K |
SPLG, SUB, JEPI, VTEB, VEA
|
13F-HR |
11/1/2022, 02:08 PM |
Q2 2022 |
87 |
$149M |
+$47M |
-$29.9M |
+$17.1M |
SPLG, MUB, JEPI, SUB, VEA
|
13F-HR |
8/4/2022, 06:34 PM |
Q1 2022 |
91 |
$149M |
+$36.8M |
-$21.7M |
+$15.2M |
SPLG, SRLN, VEA, MSFT, BX
|
13F-HR |
5/12/2022, 03:52 PM |
Q4 2021 |
60 |
$127M |
$0 |
$0 |
|
SPLG, AGG, VEA, MSFT, SRLN
|
13F-HR |
2/11/2022, 05:38 PM |
Q3 2021 |
60 |
$139M |
+$13.3M |
-$17M |
-$3.66M |
SPLG, AGG, VEA, MSFT, SRLN
|
13F-HR |
11/12/2021, 01:57 PM |
Q2 2021 |
64 |
$144M |
+$9.53M |
-$10.1M |
-$526K |
SPLG, VIG, IAGG, AGG, BX
|
13F-HR |
8/13/2021, 05:57 PM |
Q1 2021 |
59 |
$138M |
+$38.3M |
-$20.3M |
+$17.9M |
IAGG, SPLG, VIG, AGG, VEA
|
13F-HR |
5/11/2021, 11:25 AM |
Q4 2020 |
36 |
$116M |
$0 |
$0 |
|
IAGG, VYMI, SPLG, ACWV, AGG
|
13F-HR |
3/18/2021, 12:07 PM |
Q1 2014 |
20 |
$8.57M |
+$1.17M |
-$1.11M |
+$57K |
HPQ, BIT, MNP, MAT, IP
|
13F-HR |
5/5/2014, 06:45 PM |
Q4 2013 |
18 |
$7.89M |
$0 |
$0 |
|
HPQ, BIT, MNP, MUNI, QCOM
|
13F-HR |
1/9/2014, 08:47 PM |