Q2 2024 |
162 |
$162M |
+$30M |
-$24.3M |
+$5.78M |
BUFR, IVV, QQQ, TDIV, SPY
|
13F-HR |
8/12/2024, 04:34 PM |
Q1 2024 |
135 |
$145M |
+$27.5M |
-$34.8M |
-$7.28M |
BUFR, IVV, TDIV, QQQ, SPY
|
13F-HR |
5/15/2024, 04:16 PM |
Q4 2023 |
161 |
$130M |
+$46.2M |
-$23.9M |
+$22.3M |
BUFR, SPY, QQQ, TDIV, GRID
|
13F-HR |
2/14/2024, 06:44 PM |
Q3 2023 |
141 |
$111M |
+$27.7M |
-$20.4M |
+$7.26M |
IVV, BUFR, RDVY, GRID, IHI
|
13F-HR |
11/9/2023, 07:15 PM |
Q2 2023 |
128 |
$105M |
+$39.1M |
-$18M |
+$21.1M |
IVV, BUFR, RDVY, FVD, IHI
|
13F-HR |
7/25/2023, 03:06 PM |
Q1 2023 |
79 |
$78.4M |
+$25.9M |
-$60.6M |
-$34.7M |
IVV, FDL, IHI, RDVY, FVD
|
13F-HR |
5/9/2023, 12:08 PM |
Q4 2022 |
143 |
$110M |
+$37.9M |
-$20.5M |
+$17.4M |
IVV, FVD, MO, RDVY, FTC
|
13F-HR |
2/2/2023, 10:42 AM |
Q3 2022 |
139 |
$87M |
+$34.7M |
-$7.68M |
+$27M |
IVV, ESGU, FDL, AAPL, EFV
|
13F-HR |
10/31/2022, 12:00 PM |
Q2 2022 |
103 |
$64.2M |
+$8.87M |
-$81.4M |
-$72.5M |
IVV, ESGU, EFV, IUSB, ITOT
|
13F-HR |
8/5/2022, 09:39 AM |
Q1 2022 |
150 |
$149M |
+$42.5M |
-$49.7M |
-$7.15M |
IVV, ESGU, MO, BCE, TRP
|
13F-HR |
4/22/2022, 12:11 PM |
Q4 2021 |
163 |
$158M |
+$19.7M |
-$35.2M |
-$15.4M |
IVV, ESGU, IUSB, EFG, EFV
|
13F-HR |
2/2/2022, 12:49 PM |
Q3 2021 |
190 |
$168M |
+$46.8M |
-$47.8M |
-$1.02M |
IVV, ESGU, IUSB, UPST, MO
|
13F-HR |
10/21/2021, 03:14 PM |
Q2 2021 |
187 |
$171M |
+$28.5M |
-$31.6M |
-$3.15M |
IVV, ESGU, IUSB, MO, BGS
|
13F-HR |
7/20/2021, 09:35 AM |
Q1 2021 |
202 |
$164M |
+$79.7M |
-$90.9M |
-$11.2M |
IVV, ESGU, IUSB, T, GRWG
|
13F-HR |
4/27/2021, 11:07 AM |
Q4 2020 |
144 |
$171M |
+$44.1M |
-$51.3M |
-$7.2M |
IVV, ESGU, LQD, ESGE, EFG
|
13F-HR |
1/29/2021, 02:15 PM |
Q3 2020 |
167 |
$160M |
+$56.8M |
-$8.55M |
+$48.3M |
IVV, LQD, ESGU, EFG, IGSB
|
13F-HR |
10/23/2020, 03:10 PM |
Q2 2020 |
109 |
$113M |
+$41.1M |
-$29.6M |
+$11.4M |
IVV, LQD, GOVT, ESGU, EFG
|
13F-HR |
7/17/2020, 06:01 PM |
Q1 2020 |
98 |
$95.1M |
+$22.1M |
-$56.1M |
-$34M |
IVV, GOVT, IEFA, QUAL, IGIB
|
13F-HR |
4/22/2020, 04:22 PM |
Q4 2019 |
136 |
$139M |
+$27.4M |
-$19.2M |
+$8.13M |
IVV, GOVT, IHI, SHOP, IEFA
|
13F-HR |
1/30/2020, 04:11 PM |
Q3 2019 |
138 |
$127M |
+$13.6M |
-$48.6M |
-$35M |
IVV, GOVT, IHI, NEAR, IEFA
|
13F-HR |
10/28/2019, 09:51 AM |
Q2 2019 |
199 |
$157M |
+$25.4M |
-$17.2M |
+$8.18M |
IVV, IHI, GOVT, ITOT, IEFA
|
13F-HR |
8/8/2019, 08:41 AM |
Q1 2019 |
220 |
$155M |
+$36.3M |
-$13.6M |
+$22.7M |
IVV, IHI, NEAR, IEFA, ITOT
|
13F-HR |
5/1/2019, 08:56 AM |
Q4 2018 |
188 |
$118M |
+$40.4M |
-$14.1M |
+$26.3M |
IVV, IHI, NEAR, IEFA, LQD
|
13F-HR |
1/25/2019, 04:19 PM |
Q3 2018 |
146 |
$102M |
+$24.2M |
-$12.1M |
+$12.1M |
IVV, IHI, NEAR, LQD, IEFA
|
13F-HR |
10/30/2018, 09:21 AM |
Q2 2018 |
130 |
$87.5M |
+$14.6M |
-$9.78M |
+$4.81M |
IVV, IHI, QQQ, IJH, XLK
|
13F-HR |
7/17/2018, 09:53 AM |
Q1 2018 |
120 |
$81.6M |
+$13.4M |
-$10M |
+$3.39M |
IVV, IHI, QQQ, IGIB, IEFA
|
13F-HR |
4/24/2018, 11:32 AM |
Q4 2017 |
123 |
$78.9M |
+$7.2M |
-$47.1M |
-$39.9M |
IVV, IHI, IGIB, FTS, VEU
|
13F-HR |
1/23/2018, 11:25 AM |
Q3 2017 |
161 |
$115M |
+$46.9M |
-$7.86M |
+$39M |
IHI, IVV, FTS, IGIB, XLK
|
13F-HR |
10/31/2017, 01:12 PM |
Q2 2017 |
126 |
$74.1M |
+$26M |
-$13.6M |
+$12.3M |
IHI, IVV, IGIB, FTS, XLK
|
13F-HR |
7/17/2017, 12:09 PM |
Q1 2017 |
116 |
$60.6M |
+$17.7M |
-$13.8M |
+$3.85M |
IHI, JNK, HYG, MBB, FTS
|
13F-HR |
4/21/2017, 03:00 PM |
Q4 2016 |
116 |
$53.3M |
+$7.38M |
-$33.5M |
-$26.1M |
JNK, HYG, FTS, MBB, IWM
|
13F-HR |
1/24/2017, 03:04 PM |
Q3 2016 |
132 |
$79.3M |
+$21.5M |
-$43.3M |
-$21.8M |
HYG, JNK, T, MBB, IGIB
|
13F-HR |
10/31/2016, 10:44 AM |
Q2 2016 |
145 |
$99.1M |
+$41.9M |
-$30.3M |
+$11.6M |
HYG, JNK, IJH, VOE, VBR
|
13F-HR |
7/20/2016, 04:58 PM |
Q1 2016 |
127 |
$86.3M |
+$27M |
-$29.9M |
-$2.92M |
SPY, JNK, HYG, XLK, XLY
|
13F-HR |
4/26/2016, 11:32 AM |
Q4 2015 |
112 |
$89.8M |
+$38.6M |
-$8.17M |
+$30.5M |
SPY, XLV, XLK, XLY, SPTI
|
13F-HR |
1/28/2016, 10:51 AM |
Q3 2015 |
102 |
$58.4M |
+$18.7M |
-$34M |
-$15.3M |
IEF, XLV, SHY, BIV, MBB
|
13F-HR |
10/16/2015, 01:06 PM |
Q2 2015 |
106 |
$78.5M |
+$21.6M |
-$30.5M |
-$8.94M |
IWM, IJK, IJT, XLV, JNK
|
13F-HR |
7/14/2015, 11:19 AM |
Q1 2015 |
118 |
$87.7M |
+$34M |
-$29.6M |
+$4.39M |
IWM, IJT, IJK, SCHV, JNK
|
13F-HR |
5/1/2015, 10:14 AM |
Q4 2014 |
99 |
$79.7M |
$0 |
$0 |
|
DIA, IVW, QQQ, SCHV, XLV
|
13F-HR |
2/12/2015, 02:06 PM |