Q2 2024 |
96 |
$333M |
+$190M |
-$5.27M |
+$184M |
VOO, DFAC, BND, MTUM, VEA
|
13F-HR |
7/31/2024, 10:54 AM |
Q1 2024 |
43 |
$147M |
+$13.4M |
-$2.11M |
+$11.3M |
DFAC, MTUM, BNDX, EAGL, VLUE
|
13F-HR |
5/1/2024, 02:31 PM |
Q4 2023 |
42 |
$128M |
+$8.33M |
-$2.6M |
+$5.73M |
DFAC, MTUM, BNDX, VLUE, AAPL
|
13F-HR |
1/30/2024, 10:04 AM |
Q3 2023 |
39 |
$112M |
+$9.98M |
-$142M |
-$132M |
DFAC, BNDX, MTUM, VLUE, AAPL
|
13F-HR |
10/31/2023, 11:46 AM |
Q2 2023 |
77 |
$247M |
+$213K |
$0 |
+$213K |
VOO, DFAC, BND, BNDX, VEA
|
13F-HR |
7/26/2023, 10:10 AM |
Q1 2023 |
151 |
$0 |
$0 |
$0 |
|
|
13F-HR |
5/10/2023, 09:12 AM |
Q4 2022 |
31 |
$94.7M |
+$12.9M |
-$6.77M |
+$6.08M |
DFAC, USMV, BNDX, MTUM, ICSH
|
13F-HR |
2/8/2023, 09:41 AM |
Q3 2022 |
23 |
$84.8M |
+$6.83M |
-$2.64M |
+$4.19M |
BNDX, DFAC, USMV, VMBS, MTUM
|
13F-HR |
11/9/2022, 09:47 AM |
Q2 2022 |
23 |
$84.6M |
+$2.96M |
-$2.71M |
+$250K |
BNDX, USMV, VMBS, DFAC, MTUM
|
13F-HR |
8/10/2022, 01:06 PM |
Q1 2022 |
28 |
$95.5M |
+$15M |
-$3.31M |
+$11.7M |
BNDX, USMV, MTUM, AAPL, DFAC
|
13F-HR |
5/4/2022, 01:54 PM |
Q4 2021 |
30 |
$87.8M |
+$45.1M |
-$23.4M |
+$21.6M |
BNDX, USMV, MTUM, VMBS, DFAC
|
13F-HR |
2/14/2022, 04:34 PM |
Q3 2021 |
43 |
$63.2M |
+$28M |
-$32M |
-$3.97M |
MTUM, USMV, DFAC, SUI, IXN
|
13F-HR |
11/10/2021, 07:03 PM |
Q2 2021 |
196 |
$67.3M |
+$15.5M |
-$12M |
+$3.55M |
BNDX, MTUM, USMV, VMBS, DFAC
|
13F-HR |
11/2/2021, 11:14 AM |
Q1 2021 |
176 |
$62.1M |
+$22.1M |
-$120M |
-$97.7M |
BNDX, VMBS, USMV, MTUM, ICSH
|
13F-HR |
5/11/2021, 12:45 PM |
Q4 2020 |
41 |
$159M |
+$39.1M |
-$4.18M |
+$34.9M |
VOO, SUI, VEA, BNDX, BSV
|
13F-HR |
2/11/2021, 12:51 PM |
Q3 2020 |
30 |
$115M |
+$4.34M |
-$2.55M |
+$1.79M |
VOO, SUI, VEA, BNDX, BSV
|
13F-HR |
11/6/2020, 10:50 AM |
Q2 2020 |
28 |
$109M |
+$4.96M |
-$4.67M |
+$291K |
VOO, SUI, VEA, SHV, BNDX
|
13F-HR |
8/6/2020, 04:38 PM |
Q1 2020 |
27 |
$98.7M |
+$6.68M |
-$490K |
+$6.19M |
VOO, SUI, VEA, SHV, BNDX
|
13F-HR |
5/12/2020, 05:24 PM |
Q4 2019 |
28 |
$106M |
$0 |
$0 |
|
VOO, SUI, VEA, SHV, BNDX
|
13F-HR |
2/10/2020, 04:54 PM |