| Q2 2024 |
206 |
$313M |
+$28.6M |
-$15.1M |
+$13.5M |
SPLG, IUSB, IVV, MSFT, AAPL
|
13F-HR |
7/24/2024, 01:35 PM |
| Q1 2024 |
211 |
$298M |
+$33.1M |
-$27.2M |
+$5.89M |
SPLG, IUSB, IVV, MSFT, HYG
|
13F-HR |
7/25/2024, 01:19 PM |
| Q4 2023 |
204 |
$277M |
+$19.9M |
-$12.5M |
+$7.42M |
SPLG, IVV, AAPL, MSFT, IUSB
|
13F-HR |
1/12/2024, 10:47 AM |
| Q3 2023 |
199 |
$246M |
+$29.5M |
-$23.8M |
+$5.66M |
SPLG, AAPL, MSFT, IUSB, HYG
|
13F-HR |
10/20/2023, 10:21 AM |
| Q2 2023 |
210 |
$254M |
+$28.9M |
-$16.8M |
+$12.1M |
SPLG, AAPL, MSFT, HYG, IVV
|
13F-HR |
7/14/2023, 02:31 PM |
| Q1 2023 |
203 |
$233M |
+$19.4M |
-$16.1M |
+$3.32M |
SPLG, HYG, AAPL, MSFT, IVV
|
13F-HR |
4/11/2023, 11:03 AM |
| Q4 2022 |
205 |
$232M |
+$51.3M |
-$40.5M |
+$10.9M |
SPLG, HYG, ESGU, AAPL, SHYG
|
13F-HR |
2/7/2023, 10:19 AM |
| Q3 2022 |
197 |
$198M |
+$32.3M |
-$18.8M |
+$13.5M |
USHY, AAPL, ESGU, SPLG, MSFT
|
13F-HR |
10/17/2022, 01:00 PM |
| Q2 2022 |
196 |
$200M |
+$39.5M |
-$29.1M |
+$10.3M |
USHY, BND, AAPL, MSFT, SCHX
|
13F-HR |
7/12/2022, 02:07 PM |
| Q1 2022 |
179 |
$215M |
$0 |
$0 |
|
USHY, BND, SCHX, VEA, AAPL
|
13F-HR |
4/7/2022, 12:46 PM |