Q3 2024 |
|
|
|
|
|
|
13F-NT |
11/14/2024, 11:38 AM |
Q2 2024 |
|
|
|
|
|
|
13F-NT |
8/14/2024, 02:55 PM |
Q1 2024 |
|
|
|
|
|
|
13F-NT |
5/15/2024, 05:05 PM |
Q4 2023 |
12 |
$2.17M |
+$279K |
-$41.4M |
-$41.1M |
VOO, CORP, SCHZ, XMMO, SCHD
|
13F-HR |
2/12/2024, 11:22 AM |
Q3 2023 |
53 |
$42.1M |
+$3.25M |
-$4M |
-$751K |
VOO, MTUM, SCHD, SCHF, CORP
|
13F-HR |
11/14/2023, 08:08 PM |
Q2 2023 |
53 |
$43.7M |
+$2.15M |
-$2.59M |
-$444K |
VOO, SCHQ, MTUM, SCHD, SCHF
|
13F-HR |
8/14/2023, 06:58 PM |
Q1 2023 |
56 |
$43.2M |
+$5.51M |
-$8.64M |
-$3.13M |
VOO, MTUM, SCHD, SCHF, CORP
|
13F-HR |
5/15/2023, 05:08 PM |
Q4 2022 |
57 |
$46.4M |
+$9.67M |
-$8.36M |
+$1.31M |
VOO, MTUM, SCHD, CORP, SCHF
|
13F-HR |
2/14/2023, 09:31 AM |
Q3 2022 |
51 |
$42.8M |
+$8M |
-$5.88M |
+$2.12M |
CORP, VOO, MTUM, SCHD, VGSH
|
Restatement |
11/18/2022, 09:20 AM |
Q2 2022 |
55 |
$43M |
+$3.5M |
-$2.65M |
+$854K |
CORP, VOO, SCHD, SCHF, MTUM
|
13F-HR |
8/12/2022, 01:01 PM |
Q1 2022 |
49 |
$48.3M |
+$500K |
-$804K |
-$304K |
CORP, VOO, SCHD, SCHF, IVOL
|
13F-HR |
5/16/2022, 12:08 PM |
Q4 2021 |
52 |
$50.7M |
+$13.3M |
-$2.92M |
+$10.4M |
CORP, VOO, SCHD, SCHF, IVOL
|
13F-HR |
2/14/2022, 05:19 PM |
Q3 2021 |
49 |
$39.6M |
+$1.24M |
$0 |
+$1.24M |
CORP, VOO, SCHD, SCHF, MTUM
|
13F-HR |
11/15/2021, 03:34 PM |
Q2 2021 |
49 |
$38.5M |
+$30.3M |
-$20.1M |
+$10.2M |
CORP, VOO, SCHD, SCHF, MTUM
|
13F-HR |
8/13/2021, 04:41 PM |
Q1 2021 |
60 |
$27.1M |
+$16.4M |
-$1.16M |
+$15.3M |
GLRY, FEVR, IEI, SPIB, VXUS
|
13F-HR |
5/13/2021, 04:22 PM |
Q4 2020 |
26 |
$11.7M |
$0 |
$0 |
|
SPIB, GLRY, FEVR, VMBS, SPHQ
|
13F-HR |
2/16/2021, 03:51 PM |