Q3 2024 |
56 |
$104M |
+$10.4M |
-$14.1M |
-$3.67M |
SPLG, IVW, QUAL, DYNF, SCHZ
|
13F-HR |
11/8/2024, 09:20 AM |
Q2 2024 |
54 |
$104M |
+$47.3M |
-$22.1M |
+$25.2M |
SPLG, IUSB, IVW, BIL, QUAL
|
13F-HR |
7/18/2024, 12:14 PM |
Q4 2023 |
50 |
$70.6M |
+$5.52M |
-$3.97M |
+$1.55M |
SPLG, QUAL, EFV, ESGU, EFG
|
13F-HR |
1/18/2024, 10:10 AM |
Q3 2023 |
44 |
$63.4M |
+$8.25M |
-$9.45M |
-$1.2M |
SPLG, EFV, QUAL, EFG, ESGU
|
13F-HR |
10/24/2023, 05:07 PM |
Q2 2023 |
41 |
$66.8M |
+$3.05M |
-$1.26M |
+$1.79M |
SPLG, QUAL, ESGU, EFG, EFV
|
13F-HR |
7/24/2023, 11:55 AM |
Q1 2023 |
37 |
$61.6M |
+$15.3M |
-$30.5M |
-$15.2M |
SPLG, QUAL, ESGU, EFG, EFV
|
13F-HR |
4/18/2023, 04:14 PM |
Q4 2022 |
41 |
$73.3M |
+$15.5M |
-$44.2M |
-$28.8M |
SPLG, VTI, ESGU, SH, EFV
|
13F-HR |
1/19/2023, 06:49 PM |
Q3 2022 |
57 |
$98.9M |
+$29M |
-$22.2M |
+$6.78M |
SPLG, ESGU, GOVT, BIL, SCHZ
|
13F-HR |
10/14/2022, 09:09 PM |
Q2 2022 |
42 |
$95.9M |
+$10M |
-$12.8M |
-$2.84M |
SPLG, ESGU, VGSH, BIL, SPTS
|
13F-HR |
7/14/2022, 07:18 PM |
Q1 2022 |
43 |
$109M |
+$16.4M |
-$11.7M |
+$4.65M |
SPLG, ESGU, VGSH, BIL, SPTS
|
13F-HR |
4/18/2022, 05:05 PM |
Q4 2021 |
51 |
$110M |
+$11.2M |
-$5.85M |
+$5.31M |
ESGU, SPLG, VGSH, BIL, SPTS
|
13F-HR |
1/18/2022, 06:27 PM |
Q3 2021 |
46 |
$102M |
+$11.8M |
-$12.3M |
-$549K |
ESGU, SPLG, VGSH, BIL, SPTS
|
13F-HR |
10/13/2021, 10:19 AM |
Q2 2021 |
46 |
$104M |
+$11.4M |
-$9.62M |
+$1.82M |
ESGU, GOVT, VGSH, SPLG, BIL
|
13F-HR |
7/19/2021, 04:44 PM |
Q1 2021 |
46 |
$97.3M |
+$25.4M |
-$21.8M |
+$3.6M |
ESGU, GOVT, VGSH, BIL, SPTS
|
13F-HR |
4/26/2021, 06:38 PM |
Q4 2020 |
42 |
$93M |
$0 |
$0 |
|
ESGU, VGSH, BIL, SPTS, GOVT
|
13F-HR |
2/2/2021, 03:13 PM |