Q3 2024 |
102 |
$330M |
+$20.3M |
-$4.98M |
+$15.3M |
IVV, SHY, HDV, NVDA, EMXC
|
13F-HR |
11/4/2024, 05:02 PM |
Q2 2024 |
103 |
$300M |
+$168M |
-$34.6M |
+$134M |
IVV, SHY, HDV, NVDA, EMXC
|
13F-HR |
8/7/2024, 12:45 PM |
Q1 2024 |
114 |
$166M |
+$15.7M |
-$14.7M |
+$1.06M |
HDV, IVV, SHY, IUSV, IWF
|
13F-HR |
4/30/2024, 04:48 PM |
Q4 2023 |
105 |
$158M |
+$10.9M |
-$5.66M |
+$5.2M |
HDV, IVV, SHY, BIL, IUSV
|
13F-HR |
1/30/2024, 07:57 PM |
Q3 2023 |
97 |
$141M |
+$21.6M |
-$19.5M |
+$2.14M |
HDV, IVV, SHY, BIL, IUSV
|
13F-HR |
10/26/2023, 11:46 AM |
Q2 2023 |
104 |
$144M |
+$59.4M |
-$18.3M |
+$41.2M |
IVV, SHY, HDV, IWR, TLH
|
13F-HR |
7/26/2023, 05:25 PM |
Q1 2023 |
98 |
$99.6M |
+$2.93M |
-$2.33M |
+$606K |
IWS, IUSV, IWF, IWR, VTI
|
13F-HR |
4/26/2023, 02:05 PM |
Q4 2022 |
102 |
$95.9M |
+$20.6M |
-$19M |
+$1.61M |
IWS, IUSV, IWR, IWF, IWM
|
13F-HR |
1/20/2023, 06:38 PM |
Q3 2022 |
101 |
$89.8M |
+$9.24M |
-$4.66M |
+$4.58M |
IWS, IUSV, VTI, IWF, IWM
|
13F-HR |
10/19/2022, 07:14 PM |
Q2 2022 |
103 |
$90.1M |
+$22M |
-$6.73M |
+$15.3M |
IWS, IUSV, VTI, FTEC, IWM
|
13F-HR |
8/1/2022, 02:53 PM |
Q1 2022 |
87 |
$87.1M |
+$8.16M |
-$4.46M |
+$3.7M |
IWS, FTEC, IUSV, IVV, IWM
|
13F-HR |
4/25/2022, 08:26 PM |
Q4 2021 |
87 |
$87.3M |
+$12.1M |
-$47.5M |
-$35.4M |
IWS, IVV, IUSV, IWM, IWR
|
13F-HR |
1/14/2022, 01:50 PM |
Q3 2021 |
143 |
$117M |
+$9.1M |
-$7.41M |
+$1.69M |
IWS, AAPL, QQQ, IVV, IWM
|
13F-HR |
10/13/2021, 06:02 PM |
Q2 2021 |
140 |
$116M |
+$16.6M |
-$17.2M |
-$594K |
IVV, IWS, AAPL, QQQ, IWM
|
13F-HR |
7/12/2021, 06:32 PM |
Q1 2021 |
136 |
$112M |
+$8.84M |
-$6.54M |
+$2.3M |
IVV, IWM, QQQ, AAPL, IWR
|
13F-HR |
5/17/2021, 12:35 PM |
Q4 2020 |
125 |
$106M |
+$8.96M |
-$19.3M |
-$10.3M |
AAPL, QQQ, IVV, IWM, IWR
|
13F-HR |
1/25/2021, 06:13 PM |
Q3 2020 |
134 |
$107M |
+$11.7M |
-$6.59M |
+$5.13M |
AAPL, IVV, QQQ, IWM, IWR
|
13F-HR |
10/7/2020, 02:10 PM |
Q2 2020 |
136 |
$98.9M |
+$19.8M |
-$36.5M |
-$16.7M |
IVV, QQQ, IWM, IWR, BIV
|
13F-HR |
7/7/2020, 05:25 PM |
Q1 2020 |
142 |
$101M |
+$40.5M |
-$31.2M |
+$9.3M |
IVV, FTEC, IJR, FLOT, QQQ
|
13F-HR |
4/8/2020, 04:26 PM |
Q4 2019 |
148 |
$107M |
$0 |
$0 |
|
IVV, IJH, FLOT, IJR, FREL
|
13F-HR |
2/13/2020, 08:08 PM |