| Q3 2024 |
285 |
$663M |
+$102M |
-$76.6M |
+$25.5M |
IVV, COWZ, QQQ, AAPL, AGG
|
13F-HR |
10/16/2024, 05:49 PM |
| Q2 2024 |
273 |
$609M |
+$52.5M |
-$22.6M |
+$29.9M |
IVV, COWZ, QQQ, AAPL, AGG
|
13F-HR |
7/22/2024, 04:58 PM |
| Q1 2024 |
263 |
$560M |
+$128M |
-$81.6M |
+$46.1M |
IVV, COWZ, QQQ, AGG, VUG
|
13F-HR |
4/29/2024, 04:51 PM |
| Q4 2023 |
251 |
$496M |
+$93.4M |
-$62.4M |
+$30.9M |
IVV, AGG, VUG, COWZ, QQQ
|
13F-HR |
1/31/2024, 05:11 PM |
| Q3 2023 |
235 |
$428M |
+$87.3M |
-$66.5M |
+$20.8M |
IVV, COWZ, JHMM, QQQ, SHV
|
13F-HR |
10/16/2023, 05:16 PM |
| Q2 2023 |
237 |
$418M |
+$202M |
-$45.6M |
+$157M |
IVV, COWZ, SHV, QQQ, AAPL
|
13F-HR |
7/25/2023, 04:02 PM |
| Q1 2023 |
187 |
$251M |
+$84.3M |
-$86.4M |
-$2.08M |
COWZ, IVV, AAPL, ISTB, AGG
|
13F-HR |
4/10/2023, 01:54 PM |
| Q4 2022 |
184 |
$246M |
+$64.7M |
-$51.8M |
+$12.9M |
VTV, SPTI, ISTB, AGG, IVV
|
13F-HR |
1/11/2023, 05:11 PM |
| Q3 2022 |
173 |
$219M |
+$43.5M |
-$34.6M |
+$8.94M |
SPTI, ISTB, AGG, IVV, VTV
|
13F-HR |
10/13/2022, 11:57 AM |
| Q2 2022 |
168 |
$221M |
+$56M |
-$83.8M |
-$27.8M |
SPTI, ISTB, VTV, AGG, IVV
|
13F-HR |
7/25/2022, 02:23 PM |
| Q1 2022 |
159 |
$262M |
+$51.3M |
-$49.4M |
+$1.89M |
VUG, IVV, SPTI, ISTB, AGG
|
13F-HR |
5/9/2022, 10:35 AM |
| Q4 2021 |
174 |
$297M |
+$55.7M |
-$32.1M |
+$23.6M |
VUG, IXUS, IVV, JHMM, AGG
|
13F-HR |
1/18/2022, 04:24 PM |
| Q3 2021 |
157 |
$266M |
+$114M |
-$85.8M |
+$28M |
IXUS, VUG, JHMM, IVV, HYLB
|
13F-HR |
10/20/2021, 02:24 PM |
| Q2 2021 |
128 |
$230M |
+$76.7M |
-$50.5M |
+$26.2M |
RODM, MTUM, JHMM, IUSB, IVV
|
13F-HR |
7/20/2021, 02:59 PM |
| Q1 2021 |
114 |
$200M |
+$59.9M |
-$15.9M |
+$44.1M |
IUSB, JHMM, VB, IVV, AGG
|
13F-HR |
5/11/2021, 07:04 PM |
| Q4 2020 |
76 |
$151M |
$0 |
$0 |
|
JHMM, VB, AGG, SPEM, HYLB
|
13F-HR |
2/16/2021, 12:50 PM |