Q3 2024 |
380 |
$1.07B |
+$152M |
-$72M |
+$80.3M |
VLUE, VEA, VGIT, VV, QUAL
|
13F-HR |
10/15/2024, 09:50 AM |
Q2 2024 |
338 |
$943M |
+$101M |
-$24.5M |
+$77M |
VLUE, VEA, QUAL, VV, MTUM
|
Restatement |
8/15/2024, 10:33 AM |
Q2 2024 |
338 |
$943M |
$0 |
$0 |
|
VLUE, VEA, QUAL, VV, MTUM
|
New Holdings |
7/17/2024, 09:11 AM |
Q1 2024 |
316 |
$873M |
+$73.1M |
-$9.23M |
+$63.9M |
VLUE, VEA, QUAL, VV, MTUM
|
13F-HR |
4/16/2024, 11:09 AM |
Q4 2023 |
291 |
$771M |
+$204M |
-$161M |
+$43.3M |
VLUE, VEA, QUAL, VV, JEPI
|
13F-HR |
4/16/2024, 11:17 AM |
Q3 2023 |
263 |
$674M |
+$61.9M |
-$12.8M |
+$49.1M |
VUSB, MINT, VLUE, VEA, JEPI
|
13F-HR |
10/11/2023, 09:25 AM |
Q2 2023 |
235 |
$643M |
+$64.9M |
-$52.4M |
+$12.5M |
VUSB, MINT, VLUE, VEA, QUAL
|
13F-HR |
7/11/2023, 09:52 AM |
Q1 2023 |
225 |
$609M |
+$38.2M |
-$14.9M |
+$23.3M |
VUSB, MINT, VLUE, VEA, SPD
|
13F-HR |
4/20/2023, 01:27 PM |
Q4 2022 |
199 |
$566M |
+$62.9M |
-$29.2M |
+$33.7M |
VUSB, MINT, VLUE, VEA, SPD
|
Restatement |
1/24/2023, 02:17 PM |
Q3 2022 |
164 |
$502M |
+$83.9M |
-$95.4M |
-$11.5M |
VUSB, MINT, VLUE, SPD, MTUM
|
13F-HR |
10/11/2022, 08:54 AM |
Q2 2022 |
161 |
$542M |
+$74.9M |
-$50M |
+$24.8M |
VLUE, VUSB, MINT, QUAL, MTUM
|
13F-HR |
8/9/2022, 01:25 PM |
Q1 2022 |
164 |
$588M |
+$127M |
-$88.2M |
+$38.6M |
VLUE, SHYG, VUSB, QUAL, MINT
|
13F-HR |
4/28/2022, 09:45 AM |
Q4 2021 |
139 |
$576M |
+$14.9M |
-$16.6M |
-$1.71M |
VLUE, SHYG, MINT, QUAL, USMV
|
13F-HR |
1/27/2022, 01:54 PM |
Q3 2021 |
142 |
$551M |
+$46.9M |
-$8.61M |
+$38.2M |
SHYG, VLUE, MINT, QUAL, MTUM
|
13F-HR |
10/14/2021, 11:43 AM |
Q2 2021 |
130 |
$520M |
+$27M |
-$32M |
-$5M |
SHYG, VLUE, MINT, QUAL, USMV
|
13F-HR |
7/29/2021, 10:19 AM |
Q1 2021 |
133 |
$506M |
+$72.6M |
-$48.9M |
+$23.7M |
SHYG, MINT, VLUE, QUAL, USMV
|
13F-HR |
5/7/2021, 03:01 PM |
Q4 2020 |
407 |
$465M |
+$78.5M |
-$52.4M |
+$26.1M |
MINT, SHYG, QUAL, VLUE, LDUR
|
13F-HR |
2/16/2021, 09:54 AM |
Q3 2020 |
379 |
$403M |
+$57.5M |
-$9.52M |
+$48M |
MINT, SHYG, QUAL, VLUE, MTUM
|
Restatement |
11/19/2020, 07:25 PM |
Q2 2020 |
113 |
$342M |
+$172M |
-$140M |
+$31.9M |
MINT, SHYG, QUAL, VLUE, MTUM
|
13F-HR |
8/5/2020, 03:13 PM |
Q1 2020 |
80 |
$276M |
+$73.9M |
-$38.4M |
+$35.5M |
VEA, QUAL, MTUM, VLUE, IGSB
|
13F-HR |
5/6/2020, 02:33 PM |
Q4 2019 |
118 |
$281M |
$0 |
$0 |
|
VTI, VEA, IGSB, VTV, SUB
|
13F-HR |
2/13/2020, 04:04 PM |