Q3 2024 |
68 |
$127M |
+$32.4M |
-$37.1M |
-$4.68M |
AGG, JPIE, JCPB, MOAT, LQD
|
13F-HR |
11/1/2024, 02:16 PM |
Q2 2024 |
57 |
$125M |
+$17.1M |
-$20.3M |
-$3.23M |
SPY, JPIE, AGG, MOAT, JCPB
|
13F-HR |
7/15/2024, 04:33 PM |
Q1 2024 |
54 |
$129M |
+$27.2M |
-$28M |
-$818K |
JPIE, AGG, MOAT, SPY, JCPB
|
13F-HR |
5/2/2024, 09:34 AM |
Q4 2023 |
52 |
$125M |
+$44.5M |
-$30.2M |
+$14.3M |
AGG, JPIE, RSP, JCPB, MOAT
|
13F-HR |
1/12/2024, 08:13 PM |
Q3 2023 |
46 |
$105M |
+$22M |
-$25.7M |
-$3.77M |
BIL, JPST, MINT, LDUR, MOAT
|
13F-HR |
10/17/2023, 05:12 PM |
Q2 2023 |
44 |
$112M |
+$24.4M |
-$23.5M |
+$911K |
AGG, SPY, LDUR, MINT, JPST
|
13F-HR |
7/31/2023, 12:28 PM |
Q1 2023 |
46 |
$108M |
+$26.8M |
-$22.1M |
+$4.71M |
AGG, SPY, BIL, JPST, LDUR
|
13F-HR |
5/8/2023, 06:16 PM |
Q4 2022 |
40 |
$103M |
+$42.4M |
-$11.4M |
+$30.9M |
BIL, JPST, MINT, SH, LDUR
|
13F-HR |
2/6/2023, 05:32 PM |
Q3 2022 |
31 |
$69.8M |
+$8.02M |
-$24.4M |
-$16.4M |
BIL, SH, JPST, MINT, SCHO
|
13F-HR |
11/14/2022, 12:42 PM |
Q2 2022 |
40 |
$86.5M |
+$40.4M |
-$33.1M |
+$7.22M |
BIL, SPY, JPST, SH, MINT
|
13F-HR |
11/17/2022, 11:05 AM |
Q1 2022 |
51 |
$86.4M |
+$9.6M |
-$14.4M |
-$4.81M |
MOAT, SPY, USMV, SCHO, VMBS
|
13F-HR |
5/16/2022, 10:22 AM |
Q4 2021 |
51 |
$93.1M |
+$3.37M |
-$7.81M |
-$4.44M |
MOAT, USMV, QUAL, SCHO, VMBS
|
13F-HR |
2/7/2022, 07:11 PM |
Q3 2021 |
53 |
$92.6M |
+$8.99M |
-$8.8M |
+$195K |
MOAT, SH, USMV, SCHO, QUAL
|
13F-HR |
10/26/2021, 12:42 PM |
Q2 2021 |
52 |
$93.7M |
+$9.29M |
-$21.2M |
-$11.9M |
MOAT, IJH, USMV, IJR, SCHO
|
13F-HR |
7/29/2021, 05:04 PM |
Q1 2021 |
55 |
$103M |
+$14M |
-$9.27M |
+$4.72M |
MOAT, SPY, IJH, DGRO, SCHO
|
13F-HR |
5/4/2021, 10:32 AM |
Q4 2020 |
51 |
$92.6M |
+$13.7M |
-$13.4M |
+$300K |
MOAT, SPY, SCHO, IJH, DGRO
|
13F-HR |
2/5/2021, 05:39 PM |
Q3 2020 |
44 |
$83.2M |
+$9.83M |
-$17.4M |
-$7.56M |
SPY, MOAT, SCHO, VMBS, DGRO
|
13F-HR |
10/22/2020, 10:37 AM |
Q2 2020 |
44 |
$88.8M |
+$28.6M |
-$30.3M |
-$1.62M |
SPY, SH, MOAT, SCHO, TFLO
|
13F-HR |
8/3/2020, 10:35 AM |
Q1 2020 |
37 |
$83.6M |
+$44.5M |
-$60.6M |
-$16.1M |
BIL, SPY, SCHO, TFLO, SHV
|
13F-HR |
4/29/2020, 03:50 PM |
Q4 2019 |
253 |
$107M |
$0 |
$0 |
|
VOO, SPY, GSLC, USMV, IGSB
|
13F-HR |
2/18/2020, 07:55 AM |