Q3 2024 |
70 |
$420M |
+$92.8M |
-$81.3M |
+$11.5M |
VOO, VXF, BND, INCO, PPA
|
13F-HR |
10/31/2024, 03:13 PM |
Q2 2024 |
68 |
$384M |
+$124M |
-$108M |
+$15.8M |
VOO, VXF, BND, INCO, PPA
|
13F-HR |
8/9/2024, 11:15 AM |
Q1 2024 |
69 |
$378M |
+$143M |
-$135M |
+$7.91M |
VOO, VXF, BND, PPA, VFMF
|
13F-HR |
5/7/2024, 02:00 PM |
Q4 2023 |
74 |
$344M |
+$137M |
-$109M |
+$27.5M |
VOO, VXF, IBTL, SHY, DFNL
|
13F-HR |
2/6/2024, 12:55 PM |
Q3 2023 |
69 |
$300M |
+$60.2M |
-$58.7M |
+$1.55M |
VOO, VXF, BND, QAI, SPHQ
|
13F-HR |
11/13/2023, 12:19 PM |
Q2 2023 |
64 |
$306M |
+$159M |
-$139M |
+$20.1M |
VOO, VXF, BND, PKB, SPHQ
|
13F-HR |
8/11/2023, 11:26 AM |
Q1 2023 |
68 |
$286M |
+$122M |
-$133M |
-$10.6M |
BIL, SHY, BND, JAAA, IAU
|
13F-HR |
4/28/2023, 01:03 PM |
Q4 2022 |
73 |
$294M |
+$133M |
-$125M |
+$8.23M |
SHY, JPST, BIL, BND, JAAA
|
13F-HR |
2/10/2023, 10:04 AM |
Q2 2022 |
70 |
$284M |
+$92.9M |
-$94M |
-$1.17M |
SHY, SH, BND, RSPG, IAU
|
13F-HR |
8/4/2022, 12:50 PM |
Q1 2022 |
65 |
$306M |
+$132M |
-$130M |
+$1.82M |
VOO, VXF, BND, RSPG, COMB
|
13F-HR |
5/5/2022, 11:13 AM |
Q4 2021 |
72 |
$302M |
+$89M |
-$84.4M |
+$4.57M |
VOO, VXF, BND, RSPR, XLV
|
13F-HR |
1/31/2022, 10:19 AM |
Q3 2021 |
68 |
$282M |
+$56.4M |
-$48.3M |
+$8.08M |
VOO, VXF, BND, XHB, RSPH
|
13F-HR |
10/29/2021, 11:42 AM |
Q2 2021 |
68 |
$279M |
+$100M |
-$80.7M |
+$19.5M |
VOO, VXF, BND, PEZ, XHB
|
13F-HR |
7/29/2021, 11:48 AM |
Q1 2021 |
65 |
$251M |
+$82.3M |
-$85.4M |
-$3.13M |
VXF, VOO, BND, SCZ, PEZ
|
13F-HR |
4/26/2021, 02:33 PM |
Q4 2020 |
69 |
$245M |
+$136M |
-$105M |
+$30.4M |
VXF, VOO, BND, SCZ, NULG
|
13F-HR |
1/21/2021, 12:07 PM |
Q3 2020 |
43 |
$205M |
+$102M |
-$72.9M |
+$28.7M |
JPST, BSV, VNLA, IAU, BND
|
13F-HR |
11/12/2020, 01:37 PM |
Q2 2020 |
43 |
$174M |
+$66.1M |
-$43.5M |
+$22.7M |
BSV, VOO, JPST, BND, NULG
|
13F-HR |
8/17/2020, 01:54 PM |
Q1 2020 |
41 |
$132M |
+$56M |
-$75M |
-$19.1M |
VXF, VOO, BND, NULG, REGN
|
13F-HR |
4/27/2020, 08:57 AM |
Q4 2019 |
51 |
$169M |
+$24.7M |
-$19.2M |
+$5.53M |
VXF, VOO, BND, GSSC, USMV
|
13F-HR |
2/4/2020, 11:35 AM |
Q3 2019 |
54 |
$156M |
+$98.3M |
-$52.2M |
+$46.1M |
VXF, VOO, BND, GSSC, KBWY
|
13F-HR |
10/17/2019, 12:42 PM |
Q2 2019 |
41 |
$109M |
$0 |
$0 |
|
JPST, VNLA, BND, CVS, VCSH
|
13F-HR |
8/7/2019, 10:55 AM |