| Q3 2025 |
|
|
|
|
$0 |
|
13F-NT |
10 Nov 2025, 13:36 |
| Q2 2025 |
|
|
|
|
$0 |
|
13F-NT |
26 Aug 2025, 09:21 |
| Q4 2024 |
|
|
|
|
$0 |
|
13F-NT |
13 Feb 2025, 11:02 |
| Q3 2024 |
|
|
|
|
$0 |
|
13F-NT |
14 Nov 2024, 11:38 |
| Q2 2024 |
|
|
|
|
$0 |
|
13F-NT |
14 Aug 2024, 14:55 |
| Q1 2024 |
|
|
|
|
$0 |
|
13F-NT |
15 May 2024, 17:05 |
| Q4 2023 |
12 |
$2,170,421 |
+$278,549 |
-$41,386,339 |
-$41,107,790 |
VOO, CORP, SCHZ, XMMO, SCHD
|
13F-HR |
12 Feb 2024, 11:22 |
| Q3 2023 |
53 |
$42,053,270 |
+$3,253,604 |
-$4,004,934 |
-$751,330 |
VOO, MTUM, SCHD, SCHF, CORP
|
13F-HR |
14 Nov 2023, 20:08 |
| Q2 2023 |
53 |
$43,711,700 |
+$2,146,520 |
-$2,590,769 |
-$444,249 |
VOO, SCHQ, MTUM, SCHD, SCHF
|
13F-HR |
14 Aug 2023, 18:58 |
| Q1 2023 |
56 |
$43,200,378 |
+$5,506,541 |
-$8,640,459 |
-$3,133,918 |
VOO, MTUM, SCHD, SCHF, CORP
|
13F-HR |
15 May 2023, 17:08 |
| Q4 2022 |
57 |
$46,399,355 |
+$9,665,967 |
-$8,357,059 |
+$1,308,908 |
VOO, MTUM, SCHD, CORP, SCHF
|
13F-HR |
14 Feb 2023, 09:31 |
| Q3 2022 |
51 |
$42,753,000 |
+$7,999,250 |
-$5,883,438 |
+$2,115,812 |
CORP, VOO, MTUM, SCHD, VGSH
|
Restatement |
18 Nov 2022, 09:20 |
| Q2 2022 |
55 |
$42,998,000 |
+$3,502,634 |
-$2,649,057 |
+$853,577 |
CORP, VOO, SCHD, SCHF, MTUM
|
13F-HR |
12 Aug 2022, 13:01 |
| Q1 2022 |
49 |
$48,273,000 |
+$499,775 |
-$803,639 |
-$303,864 |
CORP, VOO, SCHD, SCHF, IVOL
|
13F-HR |
16 May 2022, 12:08 |
| Q4 2021 |
52 |
$50,678,000 |
+$13,307,995 |
-$2,915,123 |
+$10,392,872 |
CORP, VOO, SCHD, SCHF, IVOL
|
13F-HR |
14 Feb 2022, 17:19 |
| Q3 2021 |
49 |
$39,585,000 |
+$1,238,072 |
$0 |
+$1,238,072 |
CORP, VOO, SCHD, SCHF, MTUM
|
13F-HR |
15 Nov 2021, 15:34 |
| Q2 2021 |
49 |
$38,460,000 |
+$30,284,089 |
-$20,120,473 |
+$10,163,616 |
CORP, VOO, SCHD, SCHF, MTUM
|
13F-HR |
13 Aug 2021, 16:41 |
| Q1 2021 |
60 |
$27,136,000 |
+$16,416,193 |
-$1,164,161 |
+$15,252,032 |
GLRY, FEVR, IEI, SPIB, VXUS
|
13F-HR |
13 May 2021, 16:22 |
| Q4 2020 |
26 |
$11,684,000 |
$0 |
$0 |
$0 |
SPIB, GLRY, FEVR, VMBS, SPHQ
|
13F-HR |
16 Feb 2021, 15:51 |