| Q2 2024 |
90 |
$110M |
+$34.2M |
-$43.9M |
-$9.73M |
BRKB, JEPI, AVUV, INDA, IVV
|
13F-HR |
7/23/2024, 02:02 PM |
| Q1 2024 |
99 |
$121M |
+$35.5M |
-$35.9M |
-$397K |
JEPI, IVE, AVUV, PFF, COWZ
|
13F-HR |
4/17/2024, 11:32 AM |
| Q4 2023 |
97 |
$118M |
+$45.4M |
-$32.5M |
+$12.9M |
IVE, BRKB, SCHZ, JEPI, AVUV
|
13F-HR |
1/23/2024, 06:35 PM |
| Q3 2023 |
86 |
$98.8M |
+$33.2M |
-$43.6M |
-$10.4M |
IVE, BRKB, SCHZ, PDBC, COWZ
|
13F-HR |
10/23/2023, 03:53 PM |
| Q2 2023 |
95 |
$111M |
+$37.4M |
-$38.1M |
-$758K |
IVE, BRKB, IEI, IJR, EFA
|
13F-HR |
7/25/2023, 01:04 PM |
| Q1 2023 |
109 |
$110M |
+$42.2M |
-$47.5M |
-$5.31M |
IEI, IVE, LQD, IWM, BRKB
|
13F-HR |
4/17/2023, 02:41 PM |
| Q4 2022 |
111 |
$113M |
+$56.8M |
-$40.1M |
+$16.7M |
IVE, JNK, BND, PCY, HDV
|
13F-HR |
2/1/2023, 07:00 PM |
| Q3 2022 |
97 |
$92.1M |
+$44.8M |
-$66.2M |
-$21.4M |
SHV, IJR, IVE, JNK, VRP
|
13F-HR |
10/21/2022, 02:16 PM |
| Q2 2022 |
115 |
$117M |
+$64.6M |
-$78.6M |
-$13.9M |
IEF, IWF, IVE, PFF, IJR
|
13F-HR |
7/15/2022, 05:45 PM |
| Q1 2022 |
134 |
$141M |
+$62.7M |
-$66.7M |
-$3.95M |
IVE, BRKB, RSP, IVOL, HDV
|
13F-HR |
4/29/2022, 03:00 PM |
| Q4 2021 |
130 |
$144M |
+$56.1M |
-$40.9M |
+$15.2M |
IVE, BRKB, VNQ, IWS, DGRO
|
13F-HR |
1/25/2022, 03:14 PM |
| Q3 2021 |
114 |
$124M |
+$59.8M |
-$74.5M |
-$14.7M |
IVE, IWM, RSP, IWN, PDBC
|
13F-HR |
10/20/2021, 01:59 PM |
| Q2 2021 |
122 |
$139M |
$0 |
$0 |
|
BND, PDBC, EMB, BRKB, LQD
|
13F-HR |
7/21/2021, 12:41 PM |