Q2 2024 |
151 |
$568M |
+$92.9M |
-$6.94M |
+$85.9M |
IVV, IEFA, AAAU, IWF, XLY
|
13F-HR |
8/12/2024, 12:57 PM |
Q1 2024 |
142 |
$472M |
+$189M |
-$28.9M |
+$160M |
IVV, IEFA, AAAUXXXX, IWF, XLY
|
13F-HR |
5/1/2024, 11:21 AM |
Q4 2023 |
136 |
$293M |
+$50.1M |
-$19.1M |
+$31.1M |
SGOV, IVV, IWF, SPY, MDY
|
13F-HR |
2/13/2024, 09:08 AM |
Q3 2023 |
122 |
$241M |
+$8.29M |
-$8.8M |
-$514K |
SGOV, IWF, IVV, SPY, MDY
|
13F-HR |
11/14/2023, 11:01 AM |
Q2 2023 |
116 |
$251M |
+$31.5M |
-$23.3M |
+$8.21M |
SGOV, IWF, SPY, IVV, MDY
|
13F-HR |
8/11/2023, 11:43 AM |
Q1 2023 |
125 |
$233M |
+$44.7M |
-$11.2M |
+$33.6M |
SGOV, IWF, SPY, IVV, MDY
|
13F-HR |
5/12/2023, 02:06 PM |
Q4 2022 |
130 |
$190M |
+$30.5M |
-$11M |
+$19.5M |
IWF, SPY, MDY, SDY, IVV
|
13F-HR |
2/13/2023, 06:11 PM |
Q3 2022 |
101 |
$162M |
+$7.08M |
-$6.09M |
+$992K |
IWF, SPY, MDY, SDY, IVV
|
13F-HR |
11/14/2022, 08:31 AM |
Q2 2022 |
89 |
$170M |
+$24.5M |
-$23.9M |
+$577K |
IWF, SPY, MDY, SDY, IVV
|
13F-HR |
8/12/2022, 03:08 PM |
Q1 2022 |
119 |
$197M |
+$9.83M |
-$12.4M |
-$2.59M |
IWF, MDY, SPY, IVV, SDY
|
13F-HR |
5/10/2022, 02:35 PM |
Q4 2021 |
95 |
$209M |
+$3.18M |
-$2.75M |
+$422K |
IWF, MDY, SPY, SDY, IVV
|
13F-HR |
1/3/2022, 03:13 PM |
Q3 2021 |
93 |
$195M |
+$3.66M |
-$6.56M |
-$2.9M |
IWF, MDY, SPY, SDY, IVV
|
13F-HR |
11/12/2021, 12:20 PM |
Q2 2021 |
99 |
$318M |
+$31.9M |
-$24.1M |
+$7.73M |
VTI, IWF, MDY, SPY, IGV
|
13F-HR |
8/13/2021, 11:41 AM |
Q1 2021 |
35 |
$48.7M |
$0 |
$0 |
|
BND, IAUXXXX, JNJ, VGIT, VYM
|
13F-HR |
5/17/2021, 01:11 PM |
Q4 2020 |
92 |
$287M |
+$28M |
-$20.3M |
+$7.73M |
VTI, IWF, MDY, SPY, IAUXXXX
|
13F-HR |
2/16/2021, 06:51 AM |
Q3 2020 |
89 |
$255M |
+$5.65M |
-$7.35M |
-$1.69M |
VTI, IWF, MDY, SPY, IAUXXXX
|
13F-HR |
11/13/2020, 12:53 PM |
Q2 2020 |
88 |
$242M |
+$19.6M |
-$23.3M |
-$3.62M |
VTI, IWF, MDY, SPY, IAUXXXX
|
13F-HR |
8/14/2020, 10:23 AM |
Q1 2020 |
88 |
$207M |
$0 |
$0 |
|
VTI, MDY, IWF, BND, SPY
|
13F-HR |
5/14/2020, 01:39 PM |