Q3 2024 |
187 |
$140M |
+$36.8M |
-$57.5M |
-$20.6M |
DYNF, MUB, OBDC, FSK, USMV
|
13F-HR |
11/14/2024, 09:43 AM |
Q2 2024 |
182 |
$308M |
+$42M |
-$22.1M |
+$19.9M |
IVV, IVW, VTI, IUSB, QUAL
|
13F-HR |
8/13/2024, 10:01 AM |
Q1 2024 |
171 |
$284M |
$0 |
$0 |
|
IVV, VTI, IUSB, SPY, QUAL
|
13F-HR |
5/15/2024, 02:11 PM |
Q2 2023 |
199 |
$316M |
+$25.1M |
-$17.1M |
+$8.03M |
IVV, IUSB, QUAL, SHY, EFG
|
13F-HR |
8/14/2023, 02:23 PM |
Q1 2023 |
190 |
$299M |
+$140M |
-$26.2M |
+$114M |
IVV, IUSB, QUAL, SHY, SPY
|
13F-HR |
5/15/2023, 08:53 PM |
Q4 2022 |
123 |
$157M |
+$23.6M |
-$16.3M |
+$7.28M |
IVV, ESGU, IUSB, EFV, MBB
|
13F-HR |
2/15/2023, 12:34 PM |
Q3 2022 |
112 |
$124M |
$0 |
$0 |
|
ESGU, IUSB, GOVT, SHY, EFV
|
13F-HR |
11/16/2022, 05:12 PM |