Q3 2024 |
152 |
$399M |
+$14.3M |
-$8.41M |
+$5.91M |
VIG, SPY, VXF, VTI, VTV
|
13F-HR |
11/14/2024, 03:38 PM |
Q2 2024 |
143 |
$366M |
+$12.9M |
-$5.28M |
+$7.6M |
VIG, SPY, VXF, VTI, IUSB
|
13F-HR |
8/9/2024, 03:01 PM |
Q1 2024 |
145 |
$359M |
+$33.2M |
-$16.4M |
+$16.7M |
VIG, SPY, VXF, IUSB, VTI
|
13F-HR |
5/7/2024, 10:49 AM |
Q4 2023 |
131 |
$325M |
+$23.8M |
-$18.9M |
+$4.92M |
VIG, VXF, SPY, IUSB, FNDX
|
13F-HR |
2/5/2024, 05:12 PM |
Q3 2023 |
126 |
$292M |
+$4.68M |
-$3.1M |
+$1.58M |
VIG, VXF, IUSB, SPY, VTI
|
13F-HR |
11/6/2023, 05:41 PM |
Q2 2023 |
130 |
$307M |
+$18.7M |
-$4.44M |
+$14.3M |
VIG, VXF, IUSB, SPY, FNDX
|
13F-HR |
7/26/2023, 04:15 PM |
Q1 2023 |
124 |
$278M |
+$6.45M |
-$7.58M |
-$1.13M |
VIG, IUSB, VXF, FNDX, VEU
|
13F-HR |
5/11/2023, 02:26 PM |
Q4 2022 |
116 |
$269M |
+$24.1M |
-$18.6M |
+$5.46M |
VIG, IUSB, VXF, FNDX, VEU
|
13F-HR |
2/9/2023, 01:13 PM |
Q3 2022 |
111 |
$246M |
+$12.1M |
-$6.08M |
+$5.99M |
IUSB, VIG, VXF, FNDX, VNQ
|
13F-HR |
11/10/2022, 04:54 PM |
Q2 2022 |
115 |
$257M |
+$6.12M |
-$13.2M |
-$7.12M |
IUSB, VIG, VXF, VEU, VNQ
|
13F-HR |
8/5/2022, 11:17 AM |
Q1 2022 |
121 |
$305M |
+$17.3M |
-$6.8M |
+$10.5M |
IUSB, VIG, VXF, VEU, VNQ
|
13F-HR |
5/2/2022, 06:17 PM |
Q4 2021 |
123 |
$317M |
+$23.5M |
-$18.9M |
+$4.56M |
IUSB, VIG, VXF, VEU, VNQ
|
13F-HR |
2/11/2022, 11:28 AM |
Q3 2021 |
472 |
$301M |
+$26.6M |
-$1.54M |
+$25M |
IUSB, VIG, VXF, VEU, VNQ
|
13F-HR |
11/12/2021, 03:29 PM |
Q2 2021 |
462 |
$277M |
+$10.9M |
-$30.2M |
-$19.3M |
IUSB, VXF, VEU, VNQ, FNDX
|
13F-HR |
8/4/2021, 03:34 PM |
Q1 2021 |
475 |
$281M |
+$12.5M |
-$7.36M |
+$5.17M |
IUSB, VIG, VXF, VEU, VNQ
|
13F-HR |
4/28/2021, 04:17 PM |
Q4 2020 |
457 |
$263M |
+$18.7M |
-$1.72M |
+$17M |
IUSB, VIG, VXF, VEU, VTI
|
13F-HR |
2/10/2021, 03:45 PM |
Q3 2020 |
413 |
$223M |
+$4.27M |
-$6M |
-$1.73M |
IUSB, VIG, VXF, VEU, VTI
|
13F-HR |
10/26/2020, 02:06 PM |
Q2 2020 |
432 |
$216M |
+$10.6M |
-$15.9M |
-$5.32M |
IUSB, VIG, VXF, VEU, VNQ
|
13F-HR |
7/27/2020, 02:01 PM |
Q1 2020 |
436 |
$192M |
+$10M |
-$7.21M |
+$2.84M |
IUSB, VIG, VEU, VXF, FNDX
|
13F-HR |
4/20/2020, 03:33 PM |
Q4 2019 |
439 |
$234M |
$0 |
$0 |
|
IUSB, VIG, VEU, VXF, FNDX
|
Restatement |
2/13/2020, 09:48 AM |