Q2 2024 |
88 |
$125M |
+$19.5M |
-$10.6M |
+$8.88M |
IVV, IUSB, IBIT, DFAC, QUAL
|
13F-HR |
8/13/2024, 01:29 PM |
Q1 2024 |
91 |
$116M |
+$19.7M |
-$9.74M |
+$9.96M |
IVV, IUSB, DFAC, DCOR, EFV
|
13F-HR |
5/14/2024, 02:05 PM |
Q4 2023 |
79 |
$98.2M |
+$9.43M |
-$13M |
-$3.58M |
IVV, IUSB, DFAC, DCOR, QUAL
|
13F-HR |
2/13/2024, 05:45 PM |
Q3 2023 |
79 |
$92.5M |
+$13.3M |
-$23.9M |
-$10.6M |
IVV, DFAC, IUSB, EFV, QUAL
|
13F-HR |
11/13/2023, 06:38 PM |
Q2 2023 |
77 |
$107M |
+$18.7M |
-$18.6M |
+$55K |
IUSB, IVV, DFAC, MBB, GOVT
|
13F-HR |
8/11/2023, 01:29 PM |
Q1 2023 |
73 |
$101M |
+$20.3M |
-$11.7M |
+$8.58M |
IUSB, IVV, ESGU, MBB, MSFT
|
13F-HR |
5/15/2023, 04:02 PM |
Q4 2022 |
66 |
$86.9M |
+$12.1M |
-$22.2M |
-$10.2M |
IVV, IUSB, ESGU, GOVT, MBB
|
13F-HR |
2/10/2023, 01:55 PM |
Q3 2022 |
69 |
$92.4M |
+$31.4M |
-$29.8M |
+$1.6M |
IVV, GOVT, ESGU, IUSB, GOOGL
|
13F-HR |
11/14/2022, 11:11 AM |
Q2 2022 |
62 |
$98.8M |
+$5.54M |
-$4.68M |
+$855K |
GOVT, ESGU, SCHJ, SPLG, MBB
|
13F-HR |
8/12/2022, 06:41 PM |
Q1 2022 |
59 |
$113M |
+$5.48M |
-$1.19M |
+$4.29M |
GOVT, ESGU, SCHJ, SPLG, MBB
|
13F-HR |
5/13/2022, 08:20 PM |
Q4 2021 |
58 |
$116M |
+$11.2M |
-$4.74M |
+$6.48M |
GOVT, ESGU, SCHJ, SPLG, MBB
|
13F-HR |
2/11/2022, 04:05 PM |
Q3 2021 |
58 |
$104M |
+$13.5M |
-$10.7M |
+$2.81M |
ESGU, GOVT, SPLG, SCHJ, MBB
|
13F-HR |
11/12/2021, 03:34 PM |
Q2 2021 |
60 |
$102M |
+$4.27M |
-$776K |
+$3.5M |
GOVT, SCHJ, MBB, ESGU, GOOGL
|
13F-HR |
8/13/2021, 03:45 PM |
Q1 2021 |
58 |
$93.7M |
+$31.5M |
-$57.7M |
-$26.2M |
GOVT, SCHJ, MBB, ESGU, GOOGL
|
13F-HR |
5/7/2021, 02:28 PM |
Q4 2020 |
48 |
$117M |
+$52.4M |
-$44.3M |
+$8.14M |
GOVT, IGSB, SPIB, ESGU, SPLB
|
13F-HR |
2/3/2021, 06:20 PM |
Q3 2020 |
53 |
$104M |
+$6.36M |
-$2.57M |
+$3.79M |
GOVT, NEAR, IVV, IGIB, MBB
|
13F-HR |
11/5/2020, 03:20 PM |
Q2 2020 |
50 |
$96.4M |
+$7.35M |
-$5.09M |
+$2.26M |
GOVT, NEAR, IGIB, IVV, MBB
|
13F-HR |
7/8/2020, 04:50 PM |
Q1 2020 |
42 |
$83.3M |
+$14M |
-$19.1M |
-$5.08M |
GOVT, NEAR, IVV, IGIB, MBB
|
13F-HR |
5/5/2020, 01:15 PM |
Q4 2019 |
47 |
$98.6M |
$0 |
$0 |
|
GOVT, NEAR, IVV, ITOT, MBB
|
13F-HR |
2/11/2020, 09:33 PM |