| Q2 2024 |
446 |
$243M |
+$65.2M |
-$37.5M |
+$27.7M |
QUAL, DYNF, FTCS, EMXC, IQLT
|
13F-HR |
8/8/2024, 10:15 AM |
| Q1 2024 |
412 |
$216M |
+$53.4M |
-$334M |
-$281M |
DYNF, FTCS, QUAL, EMXC, ONEV
|
13F-HR |
5/10/2024, 01:08 PM |
| Q4 2023 |
723 |
$486M |
+$70.9M |
-$37.1M |
+$33.8M |
SCHX, VTI, IGIB, TLT, VOO
|
Restatement |
2/29/2024, 12:38 PM |
| Q3 2023 |
72 |
$412M |
+$33M |
-$22.4M |
+$10.6M |
SCHX, VTI, IGIB, TLT, VOO
|
Restatement |
11/30/2023, 11:30 AM |
| Q2 2023 |
72 |
$418M |
+$64M |
-$58.5M |
+$5.54M |
SCHX, VTI, TLT, IGIB, VOO
|
13F-HR |
9/7/2023, 01:59 PM |
| Q1 2023 |
70 |
$397M |
+$86.6M |
-$77.4M |
+$9.19M |
SCHX, SCHP, TLT, VTI, VOO
|
13F-HR |
9/7/2023, 01:50 PM |
| Q4 2022 |
52 |
$373M |
+$64.9M |
-$33.9M |
+$31M |
SCHX, SCHP, VTI, SCHV, EFV
|
13F-HR |
2/10/2023, 03:42 PM |
| Q3 2022 |
54 |
$321M |
+$75.3M |
-$30.1M |
+$45.2M |
SCHX, SCHP, ESGU, SCHV, VTI
|
Restatement |
11/14/2022, 08:31 AM |
| Q2 2022 |
55 |
$293M |
+$51.5M |
-$32.3M |
+$19.2M |
SCHX, SCHP, SCHV, ESGU, EFV
|
13F-HR |
8/9/2022, 04:31 PM |
| Q1 2022 |
58 |
$313M |
+$118M |
-$58.4M |
+$59.6M |
SCHX, SCHP, SCHV, VTI, EFV
|
13F-HR |
8/9/2022, 04:29 PM |
| Q4 2021 |
62 |
$291M |
$0 |
$0 |
|
SCHX, SCHA, IGIB, SCHV, VTI
|
13F-HR |
8/9/2022, 04:25 PM |