Q3 2024 |
50 |
$159M |
+$6.02M |
-$230K |
+$5.79M |
VOO, VIG, QQQ, SCHZ, SHYG
|
13F-HR |
11/12/2024, 02:35 PM |
Q2 2024 |
48 |
$147M |
+$15.3M |
-$12.5M |
+$2.79M |
VOO, QQQ, VIG, SCHZ, SHYG
|
13F-HR |
8/14/2024, 11:55 AM |
Q1 2024 |
46 |
$142M |
+$3.93M |
-$56.9K |
+$3.88M |
SCHZ, VOO, QQQ, VIG, SHYG
|
13F-HR |
5/10/2024, 11:36 AM |
Q4 2023 |
46 |
$132M |
+$41.5M |
-$31.4M |
+$10.1M |
SCHZ, VOO, QQQ, VIG, SHYG
|
13F-HR |
2/8/2024, 02:14 PM |
Q3 2023 |
48 |
$114M |
+$2.44M |
-$2.92M |
-$479K |
SHYG, BIL, SCHZ, QQQ, VIG
|
13F-HR |
11/8/2023, 02:16 PM |
Q2 2023 |
54 |
$117M |
+$13.8M |
-$3.75M |
+$10M |
SHYG, BIL, SCHZ, QQQ, VIG
|
13F-HR |
8/8/2023, 01:28 PM |
Q1 2023 |
51 |
$102M |
+$25.8M |
-$21.3M |
+$4.56M |
SHYG, SCHZ, VIG, USMV, QQQ
|
13F-HR |
5/3/2023, 07:35 PM |
Q4 2022 |
43 |
$94.5M |
+$21.6M |
-$14.4M |
+$7.17M |
SCHR, SHYG, USMV, VIG, SCHZ
|
13F-HR |
5/3/2023, 07:23 PM |
Q3 2022 |
49 |
$83.3M |
+$11M |
-$13M |
-$2.07M |
SHYG, SCHZ, USMV, VIG, ACWV
|
13F-HR |
5/3/2023, 07:09 PM |
Q2 2022 |
53 |
$89.1M |
+$26.7M |
-$24.6M |
+$2.06M |
VTEB, SCHZ, SHYG, USMV, VIG
|
13F-HR |
5/3/2023, 06:43 PM |
Q1 2022 |
50 |
$98.1M |
+$13M |
-$20M |
-$6.93M |
SCHZ, QQQ, USMV, MTUM, VIG
|
13F-HR |
5/3/2023, 06:37 PM |
Q4 2021 |
57 |
$111M |
$0 |
$0 |
|
SCHZ, USMV, QQQ, VIG, MTUM
|
13F-HR |
5/3/2023, 06:27 PM |