Q3 2024 |
101 |
$64M |
+$57.6M |
-$9.97M |
+$47.6M |
EFV, VOOG, VOOV, VIG, EFG
|
13F-HR |
11/14/2024, 04:00 PM |
Q2 2024 |
124 |
$15.9M |
+$129K |
-$91.2M |
-$91M |
IVV, USMV, VYMI, IDV, EFAV
|
13F-HR |
8/14/2024, 04:00 PM |
Q1 2024 |
165 |
$107M |
+$3.22M |
-$91.6M |
-$88.4M |
VOOG, VGT, NOBL, VOOV, VIG
|
13F-HR |
5/15/2024, 04:00 PM |
Q4 2023 |
241 |
$186M |
+$64.1M |
-$36.9M |
+$27.2M |
VOOV, VOOG, VGT, NOBL, VIG
|
Restatement |
3/21/2024, 04:30 PM |
Q3 2023 |
142 |
$145M |
+$8.84M |
-$6.39M |
+$2.45M |
VOOV, VOOG, USMV, EFAV, VGT
|
13F-HR |
11/14/2023, 04:00 PM |
Q2 2023 |
146 |
$149M |
+$2.63M |
$0 |
+$2.63M |
VOOV, VOOG, USMV, EFAV, VGT
|
13F-HR |
8/14/2023, 04:00 PM |
Q1 2023 |
145 |
$4K |
$0 |
$0 |
|
GDXJ, FRCB, WBD
|
13F-HR |
5/15/2023, 04:00 PM |
Q4 2022 |
133 |
$122M |
$0 |
$0 |
|
EFAV, EFV, USMV, VYMI, IDV
|
13F-HR |
2/14/2023, 04:01 PM |
Q3 2022 |
147 |
$138M |
$0 |
$0 |
|
EFV, EFAV, USMV, VCSH, BND
|
13F-HR |
11/14/2022, 04:31 PM |
Q2 2022 |
146 |
$23K |
$0 |
$0 |
|
GM, TFII, CNI, PBA, EEM
|
13F-HR |
8/11/2022, 04:30 PM |