| Q2 2024 |
52 |
$167M |
+$11M |
-$9.29M |
+$1.67M |
IVV, VOO, EFA, ONEQ, QUAL
|
13F-HR |
7/25/2024, 05:17 PM |
| Q1 2024 |
52 |
$162M |
+$35.2M |
-$16.7M |
+$18.5M |
IVV, VOO, EFA, DGRO, ONEQ
|
13F-HR |
5/6/2024, 09:52 PM |
| Q4 2023 |
44 |
$135M |
+$17.3M |
-$11.3M |
+$6.01M |
IVV, ONEQ, VOO, QUAL, EFA
|
13F-HR |
2/7/2024, 05:24 PM |
| Q2 2023 |
45 |
$122M |
+$16.4M |
-$32.2M |
-$15.8M |
IVV, ONEQ, VOO, QUAL, EFA
|
13F-HR |
7/26/2023, 08:41 PM |
| Q1 2023 |
46 |
$132M |
+$31.6M |
-$29M |
+$2.62M |
IVV, EFA, IJR, MINT, VOO
|
13F-HR |
5/12/2023, 05:25 PM |
| Q4 2022 |
48 |
$125M |
+$26.7M |
-$26.1M |
+$610K |
EFA, IVV, DGRO, IJR, VOO
|
13F-HR |
2/10/2023, 04:40 PM |
| Q3 2022 |
49 |
$116M |
+$31.2M |
-$36.5M |
-$5.39M |
IVV, IJR, MINT, DGRO, EFV
|
13F-HR |
11/9/2022, 02:54 PM |
| Q2 2022 |
49 |
$127M |
+$49.9M |
-$41.9M |
+$7.92M |
MINT, EFV, IVV, VOO, ESGV
|
13F-HR |
8/10/2022, 02:29 PM |
| Q1 2022 |
44 |
$138M |
+$16.6M |
-$17.4M |
-$743K |
IVV, DGRO, IJR, EFV, ONEQ
|
13F-HR |
5/10/2022, 08:09 PM |
| Q4 2021 |
50 |
$143M |
+$25.2M |
-$20.6M |
+$4.55M |
IVV, ONEQ, EFV, DGRO, MINT
|
13F-HR |
2/10/2022, 03:57 PM |
| Q3 2021 |
48 |
$131M |
+$14.8M |
-$10.9M |
+$3.91M |
IVV, ONEQ, EFV, DGRO, VOO
|
13F-HR |
11/2/2021, 06:23 PM |
| Q2 2021 |
48 |
$131M |
+$29.1M |
-$19.8M |
+$9.33M |
IVV, ONEQ, IJR, EFV, VOO
|
13F-HR |
8/5/2021, 06:57 PM |
| Q1 2021 |
44 |
$120M |
+$29.7M |
-$23.8M |
+$5.88M |
IVV, IJR, DGRO, EFV, EFA
|
13F-HR |
4/28/2021, 08:23 AM |
| Q4 2020 |
48 |
$108M |
$0 |
$0 |
|
IVV, IJR, IEMG, EFG, VOO
|
13F-HR |
1/29/2021, 10:54 AM |