Q3 2024 |
67 |
$212M |
+$1.87M |
-$12.1M |
-$10.2M |
NULV, VWO, SPY, LTPZ, BNDX
|
13F-HR |
11/14/2024, 01:14 PM |
Q2 2024 |
68 |
$209M |
+$23.4M |
-$19.4M |
+$4.01M |
NULV, VWO, SPY, LTPZ, BNDX
|
13F-HR |
8/14/2024, 05:58 PM |
Q1 2024 |
67 |
$206M |
+$17M |
-$21M |
-$4.07M |
ESGD, NULV, VWO, SPY, LTPZ
|
13F-HR |
5/15/2024, 03:42 PM |
Q4 2023 |
67 |
$203M |
+$39.2M |
-$28.3M |
+$10.9M |
ESGD, VWO, LTPZ, SPY, BNDX
|
13F-HR |
2/13/2024, 06:37 PM |
Q3 2023 |
67 |
$176M |
+$17.3M |
-$7.31M |
+$9.99M |
ESGD, VWO, VEA, MTUM, SPY
|
13F-HR |
11/7/2023, 08:27 PM |
Q2 2023 |
65 |
$175M |
+$6.28M |
-$27M |
-$20.7M |
ESGD, VWO, MTUM, VEA, LTPZ
|
13F-HR |
8/11/2023, 04:43 PM |
Q1 2023 |
79 |
$194M |
+$23M |
-$21.6M |
+$1.32M |
ESGD, VWO, MTUM, VEA, LTPZ
|
13F-HR |
5/11/2023, 09:06 PM |
Q4 2022 |
76 |
$188M |
+$16.6M |
-$29.2M |
-$12.6M |
NULV, MTUM, VWO, VEA, LTPZ
|
13F-HR |
2/13/2023, 04:31 PM |
Q3 2022 |
70 |
$188M |
+$1.57M |
-$3.56M |
-$1.99M |
NULV, MTUM, LTPZ, VWO, VEA
|
13F-HR |
11/14/2022, 08:22 AM |
Q2 2022 |
71 |
$206M |
+$30.7M |
-$60.5M |
-$29.8M |
NULV, MTUM, LTPZ, VWO, VEA
|
13F-HR |
8/10/2022, 02:20 PM |
Q1 2022 |
72 |
$269M |
+$5.33M |
-$20.9M |
-$15.6M |
MTUM, LTPZ, IGF, VEA, DBEF
|
13F-HR |
5/6/2022, 07:49 PM |
Q4 2021 |
67 |
$299M |
+$68.9M |
-$55.1M |
+$13.8M |
MTUM, LTPZ, CGW, VEA, HEEM
|
13F-HR |
2/11/2022, 04:51 PM |
Q3 2021 |
67 |
$274M |
+$30.6M |
-$5.58M |
+$25.1M |
CGW, MTUM, DBEF, EMLP, SPY
|
13F-HR |
11/15/2021, 04:24 PM |
Q2 2021 |
67 |
$252M |
+$11.6M |
-$4.87M |
+$6.68M |
MTUM, EMLP, DBEF, SPY, HDV
|
13F-HR |
8/10/2021, 04:54 PM |
Q1 2021 |
68 |
$235M |
+$8.56M |
-$8.28M |
+$281K |
MTUM, EMLP, DBEF, SPY, HDV
|
13F-HR |
5/13/2021, 12:03 PM |
Q4 2020 |
63 |
$229M |
+$7.28M |
-$9.31M |
-$2.02M |
MTUM, EMLP, DBEF, SPY, EMB
|
13F-HR |
2/12/2021, 07:41 AM |
Q3 2020 |
59 |
$214M |
+$48.4M |
-$2.11M |
+$46.3M |
MTUM, EMB, DBEF, LTPZ, EMLP
|
13F-HR |
11/12/2020, 05:29 PM |
Q2 2020 |
54 |
$163M |
+$28.5M |
-$3.4M |
+$25.1M |
LTPZ, EDV, HDV, HEEM, MTUM
|
13F-HR |
8/10/2020, 09:21 AM |
Q1 2020 |
143 |
$125M |
+$5.41M |
-$101M |
-$95.3M |
EDV, LTPZ, HDV, MTUM, HEEM
|
13F-HR |
5/11/2020, 11:45 AM |
Q4 2019 |
47 |
$257M |
+$9.47M |
-$540K |
+$8.93M |
HDV, HEEM, DBEF, EMLP, LTPZ
|
13F-HR |
2/5/2020, 04:52 PM |
Q3 2019 |
46 |
$243M |
+$35.8M |
-$31.2M |
+$4.59M |
HDV, LTPZ, EDV, EMLP, MTUM
|
13F-HR |
11/5/2019, 03:16 PM |
Q2 2019 |
40 |
$235M |
+$79.1M |
-$5.32M |
+$73.7M |
HDV, LTPZ, EMLP, IEI, EDV
|
13F-HR |
8/14/2019, 04:59 PM |
Q1 2019 |
40 |
$157M |
+$1.69M |
-$40.7M |
-$39M |
EMB, IEF, LTPZ, IGF, HDV
|
13F-HR |
5/13/2019, 03:23 PM |
Q4 2018 |
42 |
$181M |
+$44.2M |
-$69.2M |
-$25M |
EMB, IVV, HDV, EDV, LTPZ
|
13F-HR |
2/12/2019, 07:18 AM |
Q3 2018 |
44 |
$220M |
+$12.1M |
-$7.18M |
+$4.92M |
SPY, IVV, VNQ, BNDX, FIW
|
13F-HR |
11/14/2018, 03:26 PM |
Q2 2018 |
45 |
$215M |
+$42.8M |
-$5.16M |
+$37.6M |
FIW, SPY, VNQ, BNDX, IVV
|
13F-HR |
11/19/2018, 02:23 PM |
Q1 2018 |
52 |
$178M |
+$36.4M |
-$22.9M |
+$13.5M |
SPY, FIW, VNQ, VEA, BNDX
|
13F-HR |
11/19/2018, 02:13 PM |
Q4 2017 |
46 |
$168M |
$0 |
$0 |
|
SPY, VEA, VNQ, IVV, CGW
|
13F-HR |
3/20/2018, 08:53 AM |