| Q2 2024 |
74 |
$319M |
+$12.2M |
-$1.59M |
+$10.6M |
JCPB, IVV, WINN, COWZ, VOOV
|
13F-HR |
8/14/2024, 05:14 PM |
| Q1 2024 |
66 |
$308M |
+$59.8M |
-$51.4M |
+$8.42M |
JCPB, IVV, WINN, COWZ, VOOV
|
13F-HR |
4/30/2024, 03:19 PM |
| Q4 2023 |
63 |
$282M |
+$32.5M |
-$18.4M |
+$14.1M |
IVV, VUSB, JCPB, YJUN, VOOV
|
13F-HR |
1/25/2024, 01:50 PM |
| Q3 2023 |
60 |
$249M |
+$55.5M |
-$63.4M |
-$7.95M |
IVV, VUSB, JCPB, VOOV, COWZ
|
13F-HR |
12/6/2023, 01:46 PM |
| Q2 2023 |
63 |
$264M |
+$19.4M |
-$13.3M |
+$6.11M |
IVV, VUSB, IWD, VOOV, VGSH
|
13F-HR |
8/14/2023, 04:09 PM |
| Q1 2023 |
58 |
$246M |
+$24.8M |
-$21.2M |
+$3.6M |
IVV, VUSB, IWD, VGSH, VOOV
|
13F-HR |
5/15/2023, 01:31 PM |
| Q4 2022 |
52 |
$232M |
+$35.5M |
-$41.1M |
-$5.66M |
IVV, VUSB, IWD, VGSH, VOOV
|
13F-HR |
2/14/2023, 02:33 PM |
| Q3 2022 |
53 |
$224M |
+$57.8M |
-$16.6M |
+$41.2M |
IVV, VUSB, VGSH, IWD, VOOV
|
13F-HR |
11/14/2022, 09:00 AM |
| Q2 2022 |
54 |
$126M |
+$42.3M |
-$4.2M |
+$38.1M |
IWD, DNOV, VUSB, VOOV, YMAR
|
13F-HR |
8/11/2022, 06:31 PM |
| Q1 2022 |
51 |
$179M |
+$40.7M |
-$37.8M |
+$2.92M |
IVV, IWD, DNOV, YMAR, SCHX
|
13F-HR |
5/10/2022, 05:14 PM |
| Q4 2021 |
52 |
$189M |
+$8.08M |
-$3.57M |
+$4.5M |
IVV, FAPR, IWD, IEFA, SCHX
|
13F-HR |
2/25/2022, 12:31 PM |
| Q3 2021 |
43 |
$170M |
+$2.63M |
-$7.47M |
-$4.84M |
IVV, FAPR, IWD, IEFA, SCHX
|
13F-HR |
11/15/2021, 12:00 PM |
| Q2 2021 |
26 |
$62.1M |
$0 |
$0 |
|
FAPR, IWD, AAPL, IJR, SCHF
|
13F-HR |
8/10/2021, 08:30 AM |
| Q1 2021 |
198 |
$181M |
+$20.3M |
-$32.7M |
-$12.4M |
IVV, DFEB, SCHX, IWD, IEFA
|
13F-HR |
5/4/2021, 11:59 AM |
| Q4 2020 |
224 |
$187M |
+$23.2M |
-$17.2M |
+$5.97M |
IVV, DFEB, GOVT, SCHX, IEFA
|
13F-HR |
3/2/2021, 08:16 AM |
| Q3 2020 |
30 |
$167M |
+$4.42M |
-$11.9M |
-$7.49M |
IVV, DFEB, GOVT, SCHX, AGG
|
13F-HR |
11/12/2020, 04:57 PM |
| Q2 2020 |
30 |
$169M |
$0 |
$0 |
|
IVV, DFEB, GOVT, AGG, IEFA
|
13F-HR |
8/14/2020, 12:34 PM |