Q3 2024 |
266 |
$168M |
+$7.01M |
-$4.68M |
+$2.33M |
SPYG, VGSH, SPYV, SPDW, SCHM
|
13F-HR |
11/13/2024, 09:50 AM |
Q2 2024 |
262 |
$158M |
+$4.22M |
-$1.93M |
+$2.29M |
SPYG, VGSH, SPYV, SPDW, SPHY
|
Restatement |
8/15/2024, 02:48 PM |
Q1 2024 |
257 |
$156M |
+$42.1M |
-$33.6M |
+$8.46M |
VGSH, SPYG, SPYV, SPDW, SPHY
|
13F-HR |
4/26/2024, 02:39 PM |
Q4 2023 |
55 |
$142M |
+$10.3M |
-$2.54M |
+$7.75M |
VGSH, SPYG, SPYV, USHY, SPDW
|
13F-HR |
2/15/2024, 01:13 PM |
Q3 2023 |
49 |
$125M |
+$6.7M |
-$930K |
+$5.77M |
VGSH, SPYG, SPYV, USHY, VCSH
|
13F-HR |
10/25/2023, 09:48 PM |
Q2 2023 |
49 |
$123M |
+$3.68M |
-$785K |
+$2.9M |
VGSH, SPYG, SPYV, USHY, SPDW
|
13F-HR |
7/20/2023, 10:30 AM |
Q1 2023 |
51 |
$117M |
+$4.54M |
-$8.52M |
-$3.98M |
VGSH, SPYG, SPYV, USHY, SPDW
|
13F-HR |
4/19/2023, 08:21 PM |
Q4 2022 |
52 |
$116M |
+$11.8M |
-$13.5M |
-$1.64M |
SPYG, VGSH, SPYV, USHY, SCHM
|
13F-HR |
1/17/2023, 09:44 PM |
Q3 2022 |
58 |
$112M |
+$14.1M |
-$24.8M |
-$10.7M |
SPYG, SPYV, USHY, SCHM, VCSH
|
13F-HR |
10/20/2022, 06:46 PM |
Q2 2022 |
55 |
$130M |
+$8.29M |
-$15.5M |
-$7.22M |
SPYG, SPYV, USHY, SPTS, SCHM
|
13F-HR |
7/21/2022, 08:43 PM |
Q1 2022 |
56 |
$157M |
+$32.9M |
-$28.5M |
+$4.33M |
SPYG, SPYV, USHY, SCHM, SPDW
|
13F-HR |
4/27/2022, 05:15 PM |
Q4 2021 |
124 |
$165M |
+$20.5M |
-$12.4M |
+$8.1M |
SPYG, SPYV, SPAB, USHY, SCHP
|
13F-HR |
1/31/2022, 11:46 AM |
Q3 2021 |
142 |
$152M |
+$44.9M |
-$30M |
+$15M |
SPYG, SPYV, SPAB, USHY, SCHP
|
13F-HR |
10/21/2021, 06:21 PM |
Q2 2021 |
134 |
$138M |
+$93.8M |
-$75.4M |
+$18.4M |
SPYG, USHY, SPYV, SPAB, SCHP
|
13F-HR |
7/22/2021, 02:21 PM |
Q1 2021 |
116 |
$114M |
+$5.01M |
-$1.05M |
+$3.96M |
BND, AGGY, VGT, VUG, VIG
|
13F-HR |
4/21/2021, 02:30 PM |
Q4 2020 |
100 |
$110M |
+$8.37M |
-$6.24M |
+$2.12M |
BND, AGGY, VGT, VUG, VIG
|
13F-HR |
1/19/2021, 12:09 PM |
Q3 2020 |
92 |
$103M |
$0 |
$0 |
|
BND, SHY, AGGY, VGT, VUG
|
13F-HR |
11/12/2020, 09:19 PM |