| Q2 2024 |
45 |
$155M |
+$55.2M |
-$50.4M |
+$4.8M |
IVV, IEFA, SPAB, SPLG, SHV
|
13F-HR |
7/18/2024, 01:07 PM |
| Q1 2024 |
38 |
$149M |
+$59.5M |
-$323M |
-$264M |
IVV, AVUS, SHV, IEFA, SPAB
|
13F-HR |
4/11/2024, 09:47 AM |
| Q4 2023 |
39 |
$389M |
+$327M |
-$38.9M |
+$288M |
SPY, AAPL, FSLR, IVV, AVUV
|
13F-HR |
1/29/2024, 04:55 PM |
| Q3 2023 |
81 |
$91.4M |
+$91.4M |
$0 |
+$91.4M |
AVUV, IVV, SPLG, SPAB, SHV
|
13F-HR |
11/1/2023, 09:03 AM |
| Q2 2023 |
0 |
$0 |
$0 |
$0 |
|
|
13F-HR |
7/26/2023, 08:38 PM |
| Q1 2023 |
0 |
$0 |
$0 |
-$118M |
-$118M |
|
13F-HR |
4/24/2023, 09:42 PM |
| Q4 2022 |
15 |
$118M |
+$53.5M |
-$41.3M |
+$12.2M |
IVV, SPLG, AVUV, SPAB, QQQ
|
13F-HR |
1/13/2023, 05:22 PM |
| Q3 2022 |
20 |
$103M |
+$37.3M |
-$37.7M |
-$451K |
IVV, SPLG, HDV, KMLM, AVUV
|
13F-HR |
10/18/2022, 08:05 AM |
| Q2 2022 |
19 |
$108M |
+$60.7M |
-$64.4M |
-$3.68M |
HDV, IVV, SPLG, AVUV, BSV
|
13F-HR |
10/4/2022, 05:31 PM |
| Q1 2022 |
25 |
$122M |
+$35.3M |
-$19.7M |
+$15.5M |
SPLG, IVV, VT, QQQ, VTV
|
13F-HR |
10/4/2022, 05:31 PM |
| Q4 2021 |
19 |
$110M |
$0 |
$0 |
|
IVV, SPLG, VTV, QQQ, VT
|
13F-HR |
9/28/2022, 11:00 AM |