| Q3 2024 |
658 |
$246M |
+$33.4M |
-$1.15M |
+$32.2M |
MOAT, FNDX, ITOT, JPIE, BIV
|
13F-HR |
10/8/2024, 07:44 PM |
| Q2 2024 |
102 |
$204M |
+$4.34M |
-$3.88M |
+$463K |
MOAT, FNDX, ITOT, JPIE, BIV
|
13F-HR |
7/24/2024, 02:56 PM |
| Q1 2024 |
101 |
$204M |
+$3.49M |
-$23.9M |
-$20.4M |
MOAT, FNDX, ITOT, JPIE, BIV
|
13F-HR |
4/26/2024, 01:43 PM |
| Q4 2023 |
582 |
$214M |
+$34.4M |
-$2.73M |
+$31.7M |
MOAT, FNDX, ITOT, JPIE, BIV
|
13F-HR |
1/17/2024, 07:34 PM |
| Q3 2023 |
79 |
$166M |
+$4.36M |
-$1.92M |
+$2.44M |
MOAT, FNDX, ITOT, JPIE, BIV
|
13F-HR |
2/6/2024, 07:04 PM |
| Q2 2023 |
79 |
$169M |
+$4.62M |
-$1.04M |
+$3.57M |
MOAT, FNDX, ITOT, JPIE, BIV
|
13F-HR |
7/11/2023, 02:06 PM |
| Q1 2023 |
77 |
$158M |
+$28M |
-$14.3M |
+$13.6M |
MOAT, FNDX, ITOT, JPIE, BIV
|
13F-HR |
4/12/2023, 02:38 PM |
| Q4 2022 |
74 |
$137M |
+$17.1M |
-$7.12M |
+$9.98M |
MOAT, FNDX, ITOT, JPIE, SPGP
|
13F-HR |
1/25/2023, 04:39 PM |
| Q3 2022 |
63 |
$117M |
+$21.6M |
-$2.61M |
+$19M |
MOAT, FNDX, ITOT, TIP, IVW
|
13F-HR |
10/19/2022, 06:02 PM |
| Q2 2022 |
62 |
$104M |
+$2.58M |
-$19.2M |
-$16.6M |
MOAT, FNDX, ITOT, TIP, IEFA
|
13F-HR |
7/13/2022, 05:39 PM |
| Q1 2022 |
70 |
$140M |
+$31.2M |
-$30.2M |
+$1.01M |
MOAT, FNDX, QQQ, ITOT, RPV
|
13F-HR |
4/7/2022, 06:02 PM |
| Q4 2021 |
77 |
$146M |
+$8.37M |
-$9.6M |
-$1.24M |
MOAT, FNDX, MTUM, ITOT, VEU
|
13F-HR |
2/3/2022, 05:00 PM |
| Q2 2021 |
67 |
$141M |
+$5.86M |
-$265K |
+$5.59M |
MOAT, FNDX, MTUM, ITOT, SCHO
|
13F-HR |
7/21/2021, 02:50 PM |
| Q1 2021 |
60 |
$128M |
+$19.9M |
-$24.3M |
-$4.35M |
MOAT, FNDX, MTUM, ITOT, SCHO
|
13F-HR |
4/29/2021, 02:21 PM |
| Q4 2020 |
456 |
$125M |
+$17.1M |
-$6.82M |
+$10.3M |
MOAT, FNDX, MTUM, ITOT, SCHO
|
13F-HR |
1/28/2021, 06:01 PM |
| Q3 2020 |
330 |
$102M |
$0 |
$0 |
|
MOAT, MTUM, FNDX, ITOT, ITW
|
13F-HR |
11/5/2020, 06:58 PM |