Q3 2024 |
265 |
$490M |
+$36.5M |
-$36.8M |
-$300K |
SPLG, IVV, SPDW, VOO, JCPB
|
13F-HR |
10/31/2024, 02:04 PM |
Q2 2024 |
255 |
$463M |
+$21.6M |
-$30M |
-$8.41M |
SPLG, IVV, SPDW, FTCS, VOO
|
Restatement |
8/9/2024, 12:42 PM |
Q1 2024 |
266 |
$471M |
+$45M |
-$31.6M |
+$13.4M |
SPLG, IVV, SPDW, FTCS, VOO
|
13F-HR |
4/22/2024, 07:48 PM |
Q4 2023 |
265 |
$439M |
+$70.3M |
-$38.9M |
+$31.4M |
SPLG, IVV, SPDW, VOO, AAPL
|
13F-HR |
1/23/2024, 06:32 PM |
Q3 2023 |
240 |
$377M |
+$25.7M |
-$13.3M |
+$12.4M |
LMBS, SPLG, IVV, SPDW, AAPL
|
13F-HR |
10/19/2023, 12:05 PM |
Q2 2023 |
239 |
$378M |
+$22.1M |
-$12.7M |
+$9.39M |
LMBS, SPLG, IVV, SPDW, AAPL
|
13F-HR |
7/21/2023, 10:43 AM |
Q1 2023 |
233 |
$357M |
+$17M |
-$8.95M |
+$8.08M |
LMBS, SPLG, SPDW, IVV, BUFD
|
13F-HR |
4/20/2023, 09:33 PM |
Q4 2022 |
230 |
$334M |
+$20.9M |
-$15.3M |
+$5.59M |
LMBS, SPLG, SPDW, IVV, BUFD
|
13F-HR |
1/25/2023, 08:30 PM |
Q3 2022 |
215 |
$310M |
+$33.6M |
-$20.9M |
+$12.7M |
LMBS, SPLG, SPDW, IVV, BUFD
|
13F-HR |
10/28/2022, 06:36 AM |
Q2 2022 |
215 |
$319M |
+$22.3M |
-$8.88M |
+$13.5M |
LMBS, SPLG, SPDW, FCTR, IVV
|
13F-HR |
8/3/2022, 06:03 PM |
Q1 2022 |
215 |
$352M |
+$227M |
-$19.3M |
+$207M |
LMBS, SPLG, SPDW, FCTR, IVV
|
13F-HR |
5/3/2022, 11:15 AM |
Q4 2021 |
120 |
$154M |
+$30.9M |
-$86.5M |
-$55.6M |
VGK, VOO, VPL, SCHP, VO
|
13F-HR |
2/11/2022, 02:22 PM |
Q3 2021 |
142 |
$203M |
+$19.3M |
-$86.5M |
-$67.3M |
LMBS, VGK, VOO, AAPL, VPL
|
13F-HR |
11/4/2021, 09:55 AM |
Q2 2021 |
164 |
$273M |
+$59M |
-$54.2M |
+$4.82M |
SPLG, LMBS, SPDW, FCTR, VGK
|
13F-HR |
8/10/2021, 12:05 PM |
Q1 2021 |
163 |
$257M |
+$39.7M |
-$20.8M |
+$18.8M |
SPLG, LMBS, SPDW, DFEB, VGK
|
13F-HR |
4/12/2021, 07:45 PM |
Q4 2020 |
135 |
$232M |
+$37.1M |
-$8.19M |
+$28.9M |
SPLG, LMBS, SPDW, FTCS, DFEB
|
13F-HR |
1/12/2021, 02:03 PM |
Q3 2020 |
120 |
$187M |
+$72.1M |
-$1.72M |
+$70.4M |
SPLG, LMBS, FTCS, SPDW, FIXD
|
Restatement |
11/18/2020, 06:36 PM |
Q2 2020 |
60 |
$114M |
+$19.1M |
-$10.6M |
+$8.55M |
SPLG, LMBS, SPDW, FIXD, FTCS
|
13F-HR |
8/26/2020, 10:33 AM |
Q1 2020 |
52 |
$93.6M |
+$21M |
-$17.4M |
+$3.64M |
LMBS, SPLG, SPDW, DFEB, FTCS
|
13F-HR |
8/26/2020, 10:32 AM |
Q4 2019 |
68 |
$104M |
$0 |
$0 |
|
LMBS, SPLG, FTCS, SPDW, FTSM
|
13F-HR |
8/26/2020, 10:31 AM |