Q3 2024 |
72 |
$179M |
+$5.36M |
-$16.9M |
-$11.6M |
SPLG, SPYG, IWR, SCHF, IJR
|
13F-HR |
10/15/2024, 04:54 PM |
Q2 2024 |
70 |
$177M |
+$13.6M |
-$6.15M |
+$7.44M |
SPLG, SPYG, IWR, SCHF, PG
|
13F-HR |
7/31/2024, 03:48 PM |
Q1 2024 |
71 |
$166M |
+$26.2M |
-$19.2M |
+$7.01M |
SPLG, SPYG, IWR, SCHF, IJR
|
13F-HR |
4/18/2024, 11:32 AM |
Q4 2023 |
54 |
$149M |
+$5.63M |
-$25.7M |
-$20.1M |
SPLG, SPYG, SCHF, IWR, GOVT
|
13F-HR |
1/30/2024, 10:58 AM |
Q3 2023 |
62 |
$153M |
+$36.6M |
-$36.3M |
+$213K |
SPLG, SPYG, SCHF, IWR, GOVT
|
13F-HR |
10/10/2023, 10:15 AM |
Q2 2023 |
65 |
$159M |
+$6.98M |
-$5.41M |
+$1.58M |
SPLG, SCHD, SPYG, IJH, SCHF
|
13F-HR |
7/14/2023, 09:12 AM |
Q1 2023 |
63 |
$151M |
+$3.34M |
-$37.8M |
-$34.5M |
SPLG, SCHD, SPYG, IJH, SCHF
|
13F-HR |
4/12/2023, 11:14 AM |
Q4 2022 |
100 |
$180M |
+$8.73M |
-$3.1M |
+$5.63M |
SPLG, SCHD, AX, SPYG, IJH
|
13F-HR |
1/19/2023, 04:04 PM |
Q3 2022 |
94 |
$163M |
+$28.2M |
-$29.7M |
-$1.53M |
SPLG, SCHD, SPYG, AX, IJH
|
13F-HR |
10/17/2022, 06:32 PM |
Q2 2022 |
108 |
$177M |
+$17.1M |
-$14.1M |
+$3.01M |
SPLG, SCHD, IEFA, SPYG, MSFT
|
13F-HR |
7/15/2022, 11:26 AM |
Q1 2022 |
121 |
$204M |
+$35.5M |
-$14.6M |
+$20.9M |
SPLG, SCHD, IEFA, SPYG, HMST
|
13F-HR |
4/12/2022, 03:56 PM |
Q4 2021 |
96 |
$192M |
+$42M |
-$36.2M |
+$5.8M |
SPLG, SCHD, SPY, IEFA, HMST
|
13F-HR |
1/20/2022, 05:00 PM |
Q3 2021 |
103 |
$172M |
+$50M |
-$7.23M |
+$42.8M |
SPLG, SCHD, HMST, MSFT, IEFA
|
13F-HR |
10/26/2021, 03:20 PM |
Q2 2021 |
88 |
$129M |
+$28.2M |
-$5.9M |
+$22.3M |
SPLG, SCHD, HMST, MINT, IEFA
|
13F-HR |
7/16/2021, 02:32 PM |
Q1 2021 |
78 |
$101M |
+$15.7M |
-$14.1M |
+$1.6M |
SPLG, SCHD, MINT, SPYG, IEFA
|
13F-HR |
5/4/2021, 02:57 PM |
Q4 2020 |
83 |
$94.9M |
+$15.2M |
-$37.9M |
-$22.7M |
SPLG, MINT, KMPR, SCHD, SPYG
|
13F-HR |
2/4/2021, 10:29 AM |
Q3 2020 |
59 |
$107M |
+$2.43M |
-$5.75M |
-$3.32M |
GBIL, KMPR, SPLG, MINT, GSY
|
13F-HR |
11/10/2020, 09:49 AM |
Q2 2020 |
61 |
$107M |
+$22.2M |
-$30.3M |
-$8.06M |
KMPR, GBIL, SPLG, MINT, TDY
|
13F-HR |
8/4/2020, 12:59 PM |
Q1 2020 |
62 |
$104M |
+$14M |
-$42.2M |
-$28.2M |
KMPR, TDY, SCHX, QQQ, GSY
|
13F-HR |
4/24/2020, 12:32 PM |
Q4 2019 |
101 |
$158M |
+$13.2M |
-$9.07M |
+$4.12M |
SCHX, KMPR, TDY, SCHD, CW
|
13F-HR |
1/30/2020, 11:23 AM |
Q3 2019 |
84 |
$147M |
+$11M |
-$4.12M |
+$6.84M |
KMPR, SCHX, TDY, SCHD, GBIL
|
13F-HR |
11/14/2019, 09:52 AM |
Q2 2019 |
69 |
$140M |
+$11.4M |
-$2.54M |
+$8.9M |
KMPR, SCHX, TDY, SCHD, IVW
|
13F-HR |
8/6/2019, 12:49 PM |
Q1 2019 |
64 |
$125M |
+$12.8M |
-$3.43M |
+$9.4M |
SCHX, KMPR, SCHD, TDY, IVW
|
13F-HR |
5/3/2019, 02:57 PM |
Q4 2018 |
55 |
$103M |
$0 |
$0 |
|
SCHX, KMPR, SCHD, TDY, CW
|
13F-HR |
5/3/2019, 02:39 PM |