Q3 2024 |
79 |
$181M |
+$30.6M |
-$6.32M |
+$24.2M |
IWV, HRL, IWF, JBBB, HBAN
|
13F-HR |
10/15/2024, 11:04 AM |
Q2 2024 |
73 |
$148M |
+$4.44M |
-$3.62M |
+$815K |
HRL, IWV, IWF, JBBB, GOOGL
|
13F-HR |
7/10/2024, 01:39 PM |
Q1 2024 |
75 |
$150M |
+$19.9M |
-$14.6M |
+$5.34M |
HRL, IWV, IWF, HBAN, JBBB
|
13F-HR |
4/15/2024, 02:16 PM |
Q4 2023 |
69 |
$139M |
+$7.39M |
-$7.43M |
-$39.6K |
HRL, IWV, JBBB, IWF, JAAA
|
13F-HR |
1/11/2024, 01:23 PM |
Q3 2023 |
67 |
$132M |
+$3.25M |
-$10.3M |
-$7.1M |
HRL, IWV, JBBB, JAAA, IWF
|
13F-HR |
10/18/2023, 12:28 PM |
Q2 2023 |
77 |
$147M |
+$4.22M |
-$6.53M |
-$2.32M |
HRL, IWV, IWF, JBBB, JAAA
|
13F-HR |
7/12/2023, 01:41 PM |
Q1 2023 |
77 |
$145M |
+$11.4M |
-$16.8M |
-$5.47M |
HRL, IWV, IWF, JBBB, ALB
|
13F-HR |
4/12/2023, 11:04 AM |
Q4 2022 |
75 |
$150M |
+$5.25M |
-$18.7M |
-$13.5M |
HRL, HBAN, ALB, JBBB, DHR
|
13F-HR |
1/6/2023, 04:57 PM |
Q3 2022 |
80 |
$162M |
+$13.9M |
-$6.74M |
+$7.18M |
HRL, ALB, HBAN, CYBE, JBBB
|
13F-HR |
10/14/2022, 11:45 AM |
Q2 2022 |
83 |
$163M |
+$9.64M |
-$8.24M |
+$1.39M |
HRL, HBAN, ALB, AMT, JBBB
|
13F-HR |
7/7/2022, 02:01 PM |
Q1 2022 |
90 |
$186M |
+$15.5M |
-$8.94M |
+$6.6M |
HRL, HBAN, ALB, JAAA, CYBE
|
13F-HR |
4/27/2022, 12:00 PM |
Q4 2021 |
88 |
$188M |
+$9.48M |
-$38.7M |
-$29.2M |
HRL, HBAN, ALB, SPE, JAAA
|
13F-HR |
1/25/2022, 03:52 PM |
Q3 2021 |
95 |
$217M |
+$36.9M |
-$15.2M |
+$21.7M |
HRL, JAAA, VALT, ALB, HBAN
|
13F-HR |
10/19/2021, 02:19 PM |
Q2 2021 |
91 |
$200M |
+$21.3M |
-$5.85M |
+$15.4M |
JAAA, VALT, FLOT, ACWI, DMTKQ
|
13F-HR |
8/2/2021, 12:28 PM |
Q1 2021 |
84 |
$175M |
+$34.4M |
-$8.89M |
+$25.5M |
JAAA, VALT, FLOT, DMTKQ, SPE
|
13F-HR |
4/16/2021, 11:08 AM |
Q4 2020 |
77 |
$144M |
+$17.9M |
-$19M |
-$1.12M |
VALT, FLOT, AQB, ALB, DMTKQ
|
13F-HR |
1/11/2021, 11:07 AM |
Q3 2020 |
75 |
$133M |
+$24.6M |
-$6.76M |
+$17.9M |
VALT, FLOT, SPE, IWF, CYBE
|
13F-HR |
10/22/2020, 10:39 AM |
Q2 2020 |
61 |
$110M |
+$16.2M |
-$9.98M |
+$6.26M |
FLOT, VALT, AMT, SPE, CYBE
|
13F-HR |
8/3/2020, 10:20 AM |
Q1 2020 |
63 |
$90.4M |
+$26.3M |
-$18.8M |
+$7.52M |
FLOT, VALT, AMT, SPE, PCYO
|
13F-HR |
4/20/2020, 04:14 PM |
Q4 2019 |
64 |
$98.5M |
$0 |
$0 |
|
FLOT, SPY, SPE, IWV, PCI
|
13F-HR |
2/7/2020, 11:41 AM |