Q3 2024 |
90 |
$125M |
+$21.4M |
-$17.5M |
+$3.87M |
AGG, IEF, TFPN, SGOV, DBMF
|
13F-HR |
11/12/2024, 10:16 AM |
Q2 2024 |
90 |
$115M |
+$28.7M |
-$32.3M |
-$3.57M |
SGOV, AGG, TFPN, DBMF, KMLM
|
13F-HR |
8/12/2024, 01:58 PM |
Q1 2024 |
69 |
$120M |
+$606K |
-$2.03M |
-$1.43M |
SGOV, AGG, TFPN, DBMF, KMLM
|
13F-HR |
5/13/2024, 02:53 PM |
Q4 2023 |
68 |
$119M |
+$47.9M |
-$53.8M |
-$5.9M |
SGOV, AGG, TFPN, DBMF, KMLM
|
13F-HR |
2/2/2024, 08:59 AM |
Q3 2023 |
72 |
$121M |
+$67.8M |
-$81.5M |
-$13.7M |
SGOV, COWZ, IQLT, DGRO, TPHE
|
13F-HR |
11/6/2023, 01:04 PM |
Q2 2023 |
73 |
$137M |
+$79.9M |
-$93.5M |
-$13.6M |
FALN, SGOV, VONG, BILS, HYMB
|
13F-HR |
8/7/2023, 11:15 AM |
Q1 2023 |
56 |
$150M |
+$122M |
-$111M |
+$11.6M |
IEF, SGOV, VONG, EFG, TPHE
|
13F-HR |
5/2/2023, 04:27 PM |
Q4 2022 |
61 |
$138M |
+$125M |
-$54.7M |
+$69.9M |
ANGL, MTUM, HYD, IQLT, EFV
|
13F-HR |
1/30/2023, 04:31 PM |
Q3 2022 |
28 |
$66.6M |
+$52.6M |
-$108M |
-$55.4M |
BIL, EFAV, SPLV, VTWO, TPHE
|
13F-HR |
11/9/2022, 04:23 PM |
Q2 2022 |
44 |
$128M |
+$19.2M |
-$62.7M |
-$43.5M |
VGSH, PTBD, SPLV, EFV, IEMG
|
13F-HR |
7/25/2022, 01:50 PM |
Q1 2022 |
65 |
$181M |
+$112M |
-$123M |
-$11.5M |
PTBD, VGSH, VONV, EFV, SPLV
|
13F-HR |
5/5/2022, 11:35 AM |
Q4 2021 |
84 |
$200M |
+$56.1M |
-$61.8M |
-$5.71M |
PTBD, JNK, VONG, FEVR, HYD
|
13F-HR |
2/3/2022, 03:51 PM |
Q3 2021 |
82 |
$199M |
+$36.6M |
-$35.3M |
+$1.31M |
PTBD, HYG, VONG, FEVR, MTUM
|
13F-HR |
11/3/2021, 10:32 AM |
Q2 2021 |
86 |
$201M |
+$47.1M |
-$33M |
+$14.1M |
PTBD, HYG, VTWO, IEFA, HYMB
|
13F-HR |
7/30/2021, 03:34 PM |
Q1 2021 |
85 |
$195M |
+$80.8M |
-$69.2M |
+$11.6M |
PTBD, HYG, VTWO, VONV, EFV
|
13F-HR |
5/7/2021, 04:18 PM |
Q4 2020 |
79 |
$183M |
+$93.9M |
-$72.4M |
+$21.6M |
PTBD, HYG, AGG, IAU, SCHC
|
13F-HR |
1/22/2021, 04:47 PM |
Q3 2020 |
65 |
$158M |
+$19.2M |
-$20M |
-$824K |
AGG, PTBD, HYG, IEF, PWS
|
13F-HR |
10/19/2020, 12:42 PM |
Q2 2020 |
62 |
$154M |
+$3.1M |
-$1.79M |
+$1.31M |
AGG, KDFI, PTBD, IEF, PWS
|
13F-HR |
7/17/2020, 02:20 PM |
Q1 2020 |
62 |
$147M |
+$92.1M |
-$81.9M |
+$10.2M |
AGG, PTBD, KDFI, IEF, PWS
|
13F-HR |
5/8/2020, 11:22 AM |
Q4 2019 |
64 |
$158M |
$0 |
$0 |
|
DGRO, NOBL, AGG, PWS, SHW
|
13F-HR |
2/14/2020, 09:21 AM |