Q3 2024 |
35 |
$231M |
+$6.42M |
-$1.98M |
+$4.43M |
FBCG, FVAL, FBND, IWR, VBR
|
13F-HR |
11/12/2024, 01:08 PM |
Q2 2024 |
34 |
$215M |
+$7.48M |
-$7.98M |
-$507K |
FBCG, FVAL, FBND, IWR, VBR
|
13F-HR |
8/1/2024, 10:11 AM |
Q1 2024 |
47 |
$212M |
+$9.36M |
-$5.35M |
+$4.01M |
FBCG, FVAL, FBND, IWR, VBR
|
Restatement |
5/13/2024, 12:57 PM |
Q4 2023 |
69 |
$192M |
+$19.8M |
-$15.5M |
+$4.27M |
FBCG, FVAL, FBND, IWR, VBR
|
13F-HR |
1/31/2024, 08:29 AM |
Q3 2023 |
81 |
$169M |
+$7.56M |
-$2.74M |
+$4.82M |
FBCG, FVAL, FBND, IWR, ESGU
|
13F-HR |
11/7/2023, 04:41 PM |
Q2 2023 |
83 |
$171M |
+$16.3M |
-$11.3M |
+$4.94M |
FBCG, FVAL, FBND, IWR, ESGU
|
13F-HR |
8/10/2023, 10:19 AM |
Q1 2023 |
79 |
$153M |
+$6.55M |
-$7.07M |
-$525K |
FBCG, FVAL, FBND, IWR, ESGU
|
13F-HR |
5/15/2023, 05:17 PM |
Q4 2022 |
218 |
$141M |
+$104M |
-$105M |
-$1.05M |
FBCG, FVAL, FBND, IWR, ESGU
|
13F-HR |
2/14/2023, 09:06 AM |
Q3 2022 |
213 |
$132M |
+$26M |
-$15M |
+$10.9M |
ESGU, VOO, EFV, SIGI, IYH
|
13F-HR |
11/14/2022, 09:00 AM |
Q2 2022 |
170 |
$130M |
+$16.6M |
-$9.1M |
+$7.53M |
ESGU, VOO, VLUE, EFV, ESGE
|
13F-HR |
8/16/2022, 11:30 AM |
Q1 2022 |
247 |
$144M |
+$33.5M |
-$15.2M |
+$18.4M |
VOO, ESGU, EFV, VLUE, ESGE
|
13F-HR |
5/16/2022, 01:47 PM |
Q4 2021 |
218 |
$132M |
+$32.1M |
-$9.82M |
+$22.3M |
ESGU, VOO, VLUE, EFV, IVV
|
13F-HR |
2/11/2022, 05:25 PM |
Q3 2021 |
175 |
$102M |
+$18M |
-$2.31M |
+$15.7M |
ESGU, VOO, VLUE, IVV, VDE
|
13F-HR |
11/1/2021, 05:24 PM |
Q2 2021 |
161 |
$89.5M |
+$10.4M |
-$10.8M |
-$399K |
ESGU, VOO, VLUE, VDE, IVV
|
13F-HR |
7/28/2021, 09:59 AM |
Q1 2021 |
160 |
$83.9M |
+$8.36M |
-$9.95M |
-$1.6M |
ESGU, VOO, VLUE, IXN, IVV
|
13F-HR |
5/5/2021, 08:41 AM |
Q4 2020 |
113 |
$81.1M |
$0 |
$0 |
|
VOO, ESGU, VLUE, IHI, IXN
|
13F-HR |
1/20/2021, 03:02 PM |