| Q4 2025 |
88 |
$517,282,048 |
+$61,753,447 |
-$20,356,908 |
+$41,396,539 |
IVV, SPY, SHY, IEFA, JPIE
|
13F-HR |
13 Feb 2026, 13:35 |
| Q3 2025 |
75 |
$469,272,939 |
+$53,729,836 |
-$27,337,279 |
+$26,392,557 |
IVV, SPY, SHY, QUAL, IHF
|
13F-HR |
12 Nov 2025, 14:14 |
| Q2 2025 |
67 |
$413,328,773 |
+$6,061,545 |
-$41,544,312 |
-$35,482,767 |
IVV, SPY, SHY, QUAL, XLV
|
13F-HR |
18 Aug 2025, 20:52 |
| Q1 2025 |
67 |
$411,276,481 |
+$18,085,245 |
-$12,450,100 |
+$5,635,145 |
IVV, SHY, SPY, JEPI, XLV
|
13F-HR |
09 May 2025, 11:38 |
| Q4 2024 |
70 |
$425,084,351 |
+$9,489,005 |
-$2,074,759 |
+$7,414,246 |
IVV, SHY, SPY, JEPI, QUAL
|
13F-HR |
14 Feb 2025, 11:56 |
| Q3 2024 |
68 |
$411,075,283 |
+$19,895,643 |
-$20,008,411 |
-$112,768 |
IVV, SHY, SPY, JEPI, VOO
|
13F-HR |
13 Nov 2024, 18:45 |
| Q2 2024 |
75 |
$394,396,410 |
+$13,598,257 |
-$11,265,431 |
+$2,332,826 |
IVV, SHY, SPY, JEPI, VOO
|
13F-HR |
14 Aug 2024, 14:18 |
| Q1 2024 |
75 |
$390,359,156 |
+$69,400,976 |
-$45,036,184 |
+$24,364,792 |
IVV, SHY, SPY, JEPI, XOP
|
Restatement |
20 Aug 2024, 19:17 |
| Q4 2023 |
80 |
$349,879,204 |
+$42,073,468 |
-$30,865,273 |
+$11,208,195 |
IVV, SHY, SPY, JEPI, RSP
|
Restatement |
20 Aug 2024, 19:17 |
| Q3 2023 |
70 |
$313,833,901 |
+$19,485,414 |
-$7,183,789 |
+$12,301,625 |
IVV, SHY, SPY, JEPI, XOP
|
13F-HR |
13 Nov 2023, 15:58 |
| Q2 2023 |
77 |
$311,214,291 |
+$10,178,606 |
-$11,415,376 |
-$1,236,770 |
IVV, SHY, SPY, JEPI, ICLN
|
13F-HR |
03 Aug 2023, 15:33 |
| Q1 2023 |
73 |
$297,125,947 |
+$31,251,728 |
-$27,847,398 |
+$3,404,330 |
IVV, SHY, SPY, JEPI, ICLN
|
13F-HR |
12 May 2023, 16:38 |
| Q4 2022 |
69 |
$280,108,699 |
+$122,877,038 |
-$26,414,799 |
+$96,462,239 |
IVV, SHY, SPY, ICLN, IJH
|
13F-HR |
13 Feb 2023, 16:21 |
| Q3 2022 |
63 |
$174,249,000 |
+$11,006,385 |
-$63,443,448 |
-$52,437,063 |
IVV, ICLN, VOO, SPY, VGSH
|
13F-HR |
07 Nov 2022, 11:14 |
| Q2 2022 |
68 |
$240,739,000 |
+$22,596,992 |
-$36,596,221 |
-$13,999,229 |
IVV, SPY, ICLN, VGSH, VOO
|
13F-HR |
12 Aug 2022, 13:51 |
| Q1 2022 |
86 |
$296,726,000 |
+$51,440,944 |
-$61,779,446 |
-$10,338,502 |
IVV, SPY, ICLN, VOO, VGSH
|
13F-HR |
11 May 2022, 11:41 |
| Q4 2021 |
109 |
$323,953,000 |
+$39,181,305 |
-$26,868,550 |
+$12,312,755 |
IVV, SPY, VOO, ICLN, VGSH
|
13F-HR |
08 Feb 2022, 09:04 |
| Q3 2021 |
107 |
$296,162,000 |
+$25,651,073 |
-$51,166,010 |
-$25,514,937 |
IVV, SPY, VOO, ICLN, VGSH
|
13F-HR |
12 Nov 2021, 14:17 |
| Q2 2021 |
119 |
$326,935,000 |
+$43,174,583 |
-$33,711,832 |
+$9,462,751 |
IVV, SPY, ICLN, VOO, VGSH
|
Restatement |
27 Sep 2021, 15:59 |
| Q1 2021 |
119 |
$298,020,000 |
+$45,486,961 |
-$22,484,079 |
+$23,002,882 |
IVV, SPY, ICLN, VOO, VGSH
|
13F-HR |
07 May 2021, 15:47 |
| Q4 2020 |
106 |
$269,627,269 |
+$29,852,964 |
-$9,623,917 |
+$20,229,047 |
IVV, SPY, ICLN, VOO, GLD
|
13F-HR |
09 Feb 2021, 17:02 |
| Q3 2020 |
105 |
$224,133,000 |
+$23,482,869 |
-$8,127,582 |
+$15,355,287 |
IVV, SPY, VOO, VGSH, GLD
|
13F-HR |
09 Nov 2020, 17:31 |
| Q2 2020 |
91 |
$191,994,000 |
+$16,969,166 |
-$17,741,250 |
-$772,084 |
IVV, SPY, VGSH, VOO, GLD
|
13F-HR |
03 Aug 2020, 14:01 |
| Q1 2020 |
82 |
$164,794,000 |
+$26,886,149 |
-$21,858,038 |
+$5,028,111 |
IVV, SPY, VGSH, VOO, GLD
|
13F-HR |
30 Apr 2020, 12:38 |
| Q4 2019 |
90 |
$190,803,000 |
+$15,875,930 |
-$8,725,090 |
+$7,150,840 |
IVV, SPY, VOO, VGSH, IJR
|
Restatement |
30 Apr 2020, 17:24 |
| Q3 2019 |
97 |
$172,635,211 |
+$6,651,244 |
-$13,533,138 |
-$6,881,894 |
IVV, SPY, VGSH, VOO, USMV
|
Restatement |
30 Apr 2020, 16:52 |
| Q2 2019 |
95 |
$178,038,000 |
+$14,969,460 |
-$9,576,470 |
+$5,392,990 |
IVV, SPY, VOO, VGSH, USMV
|
Restatement |
30 Apr 2020, 16:47 |
| Q1 2019 |
82 |
$167,224,228 |
+$24,672,819 |
-$32,603,767 |
-$7,930,948 |
IVV, SPY, VOO, VGSH, USMV
|
Restatement |
30 Apr 2020, 16:42 |
| Q4 2018 |
88 |
$158,396,000 |
$0 |
$0 |
$0 |
IVV, SPY, VGSH, VOO, USMV
|
Restatement |
30 Apr 2020, 16:36 |