Q3 2024 |
102 |
$307M |
+$27.8M |
-$36.8M |
-$9.05M |
SPY, SCHB, SPHD, FNDF, TIP
|
13F-HR |
11/8/2024, 08:44 PM |
Q2 2024 |
108 |
$297M |
+$16.5M |
-$6.81M |
+$9.69M |
SPY, SCHB, FNDF, SPHD, TIP
|
13F-HR |
7/18/2024, 11:03 AM |
Q1 2024 |
105 |
$290M |
+$21.4M |
-$16.2M |
+$5.16M |
SPY, SCHB, FNDF, SPHD, TIP
|
13F-HR |
4/10/2024, 09:11 PM |
Q4 2023 |
97 |
$263M |
+$18.1M |
-$16.2M |
+$1.82M |
SPY, SCHB, FNDF, SPHD, TIP
|
13F-HR |
1/9/2024, 05:47 PM |
Q3 2023 |
100 |
$245M |
+$22.7M |
-$19.6M |
+$3.07M |
SPY, SCHB, FNDF, SPHD, XOM
|
13F-HR |
11/13/2023, 05:53 PM |
Q2 2023 |
110 |
$247M |
+$24.9M |
-$7.64M |
+$17.3M |
SPY, SCHB, SPHD, FNDF, SPYV
|
13F-HR |
7/28/2023, 12:36 PM |
Q1 2023 |
98 |
$222M |
+$16.4M |
-$26.3M |
-$9.96M |
SPY, SCHB, FNDF, FTSM, TIP
|
13F-HR |
5/11/2023, 07:08 PM |
Q4 2022 |
113 |
$229M |
+$206M |
-$251M |
-$45.2M |
SPY, SCHB, SPHD, FTSM, FNDF
|
13F-HR |
1/30/2023, 06:20 PM |
Q3 2022 |
139 |
$273M |
+$252M |
-$187M |
+$64.6M |
VONE, VTV, VOO, SPHQ, IEFA
|
13F-HR |
11/3/2022, 05:42 PM |
Q2 2022 |
107 |
$214M |
+$19.3M |
-$20M |
-$760K |
SPY, SCHB, SPHD, FTSM, FNDF
|
13F-HR |
8/1/2022, 07:22 PM |
Q1 2022 |
123 |
$238M |
+$31.3M |
-$20.4M |
+$10.9M |
SPY, SCHB, SPHD, FTSM, FNDF
|
13F-HR |
4/20/2022, 12:32 PM |
Q4 2021 |
115 |
$235M |
+$12.4M |
-$7.51M |
+$4.86M |
SPY, SCHB, SPHD, FTSM, FNDF
|
13F-HR |
1/11/2022, 09:59 PM |
Q3 2021 |
114 |
$215M |
+$14.9M |
-$7.96M |
+$6.99M |
SPY, SCHB, SPHD, FTSM, AGG
|
13F-HR |
10/12/2021, 12:37 PM |
Q2 2021 |
112 |
$210M |
+$24.4M |
-$10.3M |
+$14.1M |
SPY, SPHD, SCHB, FTSM, AGG
|
13F-HR |
8/13/2021, 03:19 PM |
Q1 2021 |
106 |
$187M |
+$28.4M |
-$15.2M |
+$13.2M |
SPY, SCHB, FTSM, SPHD, AGG
|
13F-HR |
4/14/2021, 01:20 PM |
Q4 2020 |
95 |
$164M |
+$28.9M |
-$26M |
+$2.93M |
AGG, SPY, SCHB, FTSM, KO
|
13F-HR |
2/2/2021, 08:20 PM |
Q3 2020 |
89 |
$148M |
+$13.7M |
-$9.74M |
+$3.97M |
AGG, SPY, SPYG, RIO, SCHB
|
13F-HR |
11/12/2020, 11:14 AM |
Q2 2020 |
86 |
$137M |
+$37.4M |
-$13.6M |
+$23.8M |
AGG, SPY, SPYG, MSFT, SCHB
|
13F-HR |
7/30/2020, 07:59 PM |
Q1 2020 |
80 |
$99.7M |
+$5.82M |
-$11.3M |
-$5.47M |
SPY, JNK, MSFT, PG, SCHB
|
13F-HR |
4/14/2020, 11:15 AM |
Q4 2019 |
92 |
$130M |
+$7.62M |
-$8.94M |
-$1.32M |
SPYG, SPY, JNK, MTUM, SCHB
|
13F-HR |
1/30/2020, 12:35 PM |
Q3 2019 |
87 |
$124M |
+$9.19M |
-$9.18M |
+$13.4K |
SPYG, SPY, MSFT, PG, JNK
|
13F-HR |
10/25/2019, 12:53 PM |
Q2 2019 |
91 |
$123M |
$0 |
$0 |
|
SPYG, SPY, MSFT, RIO, MTUM
|
13F-HR |
8/5/2019, 02:47 PM |