Q3 2024 |
87 |
$233M |
+$23.5M |
-$7.04M |
+$16.5M |
JPST, SHY, MSFT, QUAL, JEPI
|
13F-HR |
11/12/2024, 02:47 PM |
Q2 2024 |
87 |
$212M |
+$27M |
-$7.37M |
+$19.6M |
JPST, MSFT, QUAL, JEPI, QQQ
|
13F-HR |
8/12/2024, 10:19 AM |
Q1 2024 |
81 |
$190M |
+$18.5M |
-$9.34M |
+$9.17M |
JPST, JEPI, MSFT, SHY, VGIT
|
Restatement |
5/14/2024, 12:13 PM |
Q4 2023 |
77 |
$171M |
+$10.6M |
-$8.71M |
+$1.93M |
JPST, JEPI, VGIT, VIG, MSFT
|
13F-HR |
1/8/2024, 02:30 PM |
Q3 2023 |
81 |
$157M |
+$10.3M |
-$7.05M |
+$3.28M |
JPST, JEPI, VIG, AAPL, MSFT
|
13F-HR |
10/10/2023, 12:06 PM |
Q2 2023 |
84 |
$159M |
+$12.8M |
-$10.4M |
+$2.39M |
JPST, JEPI, VIG, AAPL, MSFT
|
13F-HR |
7/24/2023, 11:00 AM |
Q1 2023 |
86 |
$149M |
+$12.8M |
-$9.16M |
+$3.66M |
JPST, JEPI, VIG, AAPL, QQQ
|
13F-HR |
4/21/2023, 03:57 PM |
Q4 2022 |
78 |
$141M |
+$8.75M |
-$13.3M |
-$4.52M |
JPST, JEPI, VIG, XLRE, QQQ
|
13F-HR |
1/18/2023, 05:45 PM |
Q3 2022 |
79 |
$138M |
+$16M |
-$22.2M |
-$6.19M |
JPST, JEPI, AAPL, VTIP, XLRE
|
13F-HR |
10/14/2022, 05:16 PM |
Q2 2022 |
82 |
$155M |
+$18M |
-$14.9M |
+$3.07M |
LDUR, JPST, QUAL, XLRE, AAPL
|
13F-HR |
7/15/2022, 10:05 AM |
Q1 2022 |
87 |
$175M |
+$24.8M |
-$40.3M |
-$15.5M |
LDUR, JPST, QUAL, QQQ, AAPL
|
13F-HR |
4/14/2022, 04:25 PM |
Q4 2021 |
100 |
$200M |
+$14.1M |
-$6.05M |
+$8.08M |
LDUR, TIP, QUAL, QQQ, AAPL
|
13F-HR |
1/13/2022, 07:18 PM |
Q3 2021 |
100 |
$178M |
+$14M |
-$9.33M |
+$4.62M |
TIP, LDUR, QQQ, QUAL, JPST
|
13F-HR |
11/12/2021, 10:01 AM |
Q2 2021 |
97 |
$174M |
+$21.4M |
-$17.2M |
+$4.19M |
TIP, QQQ, QUAL, JPST, XLRE
|
13F-HR |
8/9/2021, 09:50 PM |
Q1 2021 |
97 |
$161M |
+$18.6M |
-$13.7M |
+$4.97M |
JPST, TIP, QQQ, MINT, BSV
|
13F-HR |
5/28/2021, 09:41 AM |
Q4 2020 |
89 |
$154M |
+$17.3M |
-$6.17M |
+$11.1M |
JPST, MINT, BSV, TIP, QQQ
|
13F-HR |
2/2/2021, 06:58 AM |
Q3 2020 |
80 |
$137M |
+$30.8M |
-$7.42M |
+$23.4M |
MINT, JPST, TIP, BSV, QQQ
|
13F-HR |
10/20/2020, 04:43 PM |
Q2 2020 |
81 |
$110M |
+$17.3M |
-$7.09M |
+$10.2M |
MINT, JPST, QQQ, BIV, USMV
|
13F-HR |
7/29/2020, 09:01 PM |
Q1 2020 |
77 |
$88.2M |
$0 |
$0 |
|
MINT, JPST, QQQ, BIV, USMV
|
13F-HR |
5/14/2020, 07:07 PM |