Q3 2024 |
224 |
$604M |
+$46.5M |
-$11.5M |
+$35M |
SPTM, SPYG, NVDA, MSFT, AAPL
|
13F-HR |
10/21/2024, 12:28 PM |
Q2 2024 |
209 |
$548M |
+$133M |
-$13.5M |
+$119M |
SPTM, SPYG, NVDA, MSFT, AAPL
|
13F-HR |
7/17/2024, 08:50 PM |
Q1 2024 |
192 |
$429M |
+$31.5M |
-$93.1M |
-$61.5M |
SPTM, SPYG, MSFT, AGGY, NVDA
|
13F-HR |
4/17/2024, 02:14 PM |
Q4 2023 |
195 |
$464M |
+$127M |
-$109M |
+$18.5M |
SPTM, AVUV, MSFT, AVDE, IJH
|
13F-HR |
1/18/2024, 03:13 PM |
Q3 2023 |
156 |
$407M |
+$68.2M |
-$56.2M |
+$12M |
IJH, IEFA, IUSV, VTI, SPTM
|
13F-HR |
11/7/2023, 04:35 PM |
Q2 2023 |
183 |
$407M |
+$44.9M |
-$45.8M |
-$911K |
SPYG, IJH, SPTM, IEFA, IUSV
|
13F-HR |
7/12/2023, 05:27 PM |
Q1 2023 |
202 |
$386M |
+$26.9M |
-$31.6M |
-$4.69M |
SPYG, SPTM, IJH, QUAL, IUSV
|
13F-HR |
5/3/2023, 05:12 PM |
Q4 2022 |
187 |
$378M |
+$89.3M |
-$38.5M |
+$50.8M |
IJH, SPYG, SPTM, QUAL, IUSV
|
13F-HR |
1/26/2023, 04:46 PM |
Q3 2022 |
189 |
$306M |
+$40.3M |
-$50.2M |
-$9.94M |
SPYG, SPTM, IJH, MSFT, QUAL
|
13F-HR |
10/27/2022, 06:22 PM |
Q2 2022 |
179 |
$338M |
+$29.1M |
-$59.2M |
-$30.1M |
SPYG, SPTM, IEFA, IJH, QUAL
|
13F-HR |
7/18/2022, 05:17 PM |
Q1 2022 |
192 |
$424M |
+$129M |
-$41.3M |
+$88M |
SPYG, IEFA, IJH, QUAL, SPTM
|
13F-HR |
5/13/2022, 02:24 PM |
Q4 2021 |
174 |
$345M |
+$102M |
-$51.8M |
+$50.6M |
SPYG, JPST, IEMG, QUAL, IJH
|
13F-HR |
1/18/2022, 08:43 PM |
Q3 2021 |
169 |
$285M |
+$29.5M |
-$36.1M |
-$6.66M |
BND, JPST, SPYG, IEMG, QUAL
|
13F-HR |
10/12/2021, 11:40 AM |
Q2 2021 |
162 |
$294M |
+$21.6M |
-$72.1M |
-$50.5M |
BND, JPST, SPYG, MSFT, IEMG
|
13F-HR |
7/12/2021, 07:22 PM |
Q1 2021 |
191 |
$261M |
+$63.6M |
-$47.1M |
+$16.4M |
JPST, BND, MSFT, AAPL, VCIT
|
13F-HR |
4/15/2021, 03:38 PM |
Q4 2020 |
152 |
$277M |
+$51.2M |
-$24.3M |
+$26.9M |
JPST, BND, SPYG, MSFT, AAPL
|
13F-HR |
1/13/2021, 01:53 PM |
Q3 2020 |
136 |
$243M |
+$49.8M |
-$21.2M |
+$28.6M |
JPST, BND, SPYG, MSFT, AAPL
|
13F-HR |
10/9/2020, 10:52 AM |
Q2 2020 |
133 |
$207M |
+$60.3M |
-$18M |
+$42.3M |
JPST, BND, MSFT, SPYG, AMZN
|
13F-HR |
7/8/2020, 01:57 PM |
Q1 2020 |
94 |
$145M |
$0 |
$0 |
|
JPST, BND, SPY, MSFT, USMV
|
13F-HR |
5/6/2020, 06:01 PM |