| Q2 2024 |
155 |
$119M |
+$3M |
-$1.29M |
+$1.71M |
IVV, SGOV, VGT, DGRO, IJH
|
13F-HR |
7/29/2024, 03:26 PM |
| Q1 2024 |
152 |
$115M |
+$29.4M |
-$415K |
+$29M |
IVV, SGOV, DGRO, VGT, IJH
|
13F-HR |
4/4/2024, 05:20 PM |
| Q4 2023 |
146 |
$84.2M |
+$24.3M |
-$53.3K |
+$24.2M |
IVV, DGRO, VGT, IJH, IJR
|
13F-HR |
1/4/2024, 05:42 PM |
| Q3 2023 |
145 |
$53.7M |
+$15.1M |
-$295K |
+$14.8M |
IVV, DGRO, VGT, IJH, IJR
|
13F-HR |
11/1/2023, 04:12 PM |
| Q2 2023 |
148 |
$40.5M |
+$14.5M |
-$90.8K |
+$14.4M |
IVV, DGRO, VGT, IWB, AAPL
|
13F-HR |
8/2/2023, 03:58 PM |
| Q1 2023 |
124 |
$24.5M |
+$590K |
-$35M |
-$34.4M |
IVV, DGRO, IWB, EPS, ADP
|
13F-HR |
5/1/2023, 05:54 PM |
| Q4 2022 |
132 |
$57.9M |
+$1.84M |
-$369K |
+$1.47M |
SCHO, VGSH, IVV, DGRO, SHY
|
13F-HR |
1/27/2023, 02:43 PM |
| Q3 2022 |
102 |
$54.5M |
+$19.1M |
-$1.35M |
+$17.7M |
SCHO, VGSH, IVV, DGRO, SHY
|
13F-HR |
11/3/2022, 01:26 PM |
| Q2 2022 |
94 |
$37.6M |
+$410K |
-$59.6M |
-$59.2M |
SCHO, VGSH, SHY, IWB, EPS
|
13F-HR |
7/27/2022, 03:10 PM |
| Q1 2022 |
106 |
$107M |
+$33.3M |
-$63.3M |
-$30M |
IVV, DGRO, SCHO, VGSH, SCHD
|
13F-HR |
5/10/2022, 12:38 PM |
| Q4 2021 |
112 |
$142M |
+$1.86M |
-$23.4M |
-$21.6M |
IVV, SCHO, VGSH, SPDW, DGRO
|
13F-HR |
2/16/2022, 03:04 PM |
| Q3 2021 |
27 |
$156M |
+$33.4M |
-$25.4M |
+$8.01M |
IVV, SCHO, VGSH, SPDW, DGRO
|
13F-HR |
11/9/2021, 02:12 PM |
| Q2 2021 |
28 |
$149M |
+$35.8M |
-$20.2M |
+$15.7M |
IVV, SPDW, VGT, DGRO, SCHO
|
13F-HR |
7/29/2021, 09:59 AM |
| Q1 2021 |
24 |
$128M |
+$25.2M |
-$32.7M |
-$7.54M |
IVV, DGRO, SCHO, BND, SHY
|
13F-HR |
4/28/2021, 11:44 AM |
| Q4 2020 |
157 |
$131M |
$0 |
$0 |
|
IVV, VOO, SPTL, BND, DGRO
|
13F-HR |
1/25/2021, 10:42 AM |