Q3 2024 |
15 |
$636M |
$0 |
-$14.2M |
-$14.2M |
SPY, VOO, MOAT, RSP, IEMG
|
13F-HR |
10/18/2024, 09:54 AM |
Q2 2024 |
17 |
$609M |
+$20.2M |
-$15.1M |
+$5.09M |
SPY, VOO, MOAT, RSP, IEMG
|
13F-HR |
7/22/2024, 05:27 PM |
Q1 2024 |
15 |
$604M |
+$34.4M |
-$44.6M |
-$10.2M |
SPY, VOO, MOAT, IEFA, RSP
|
13F-HR |
4/18/2024, 11:08 AM |
Q4 2023 |
15 |
$578M |
$0 |
-$41.5M |
-$41.5M |
SPY, VOO, MOAT, RSP, IEFA
|
13F-HR |
1/22/2024, 04:36 PM |
Q3 2023 |
15 |
$565M |
+$46.5M |
-$81.9M |
-$35.4M |
SPY, VOO, MOAT, IEFA, RSP
|
13F-HR |
10/27/2023, 04:44 PM |
Q2 2023 |
15 |
$622M |
+$4.97M |
-$4.91M |
+$51.3K |
SPY, VOO, MOAT, IEFA, IEMG
|
13F-HR |
7/26/2023, 09:44 AM |
Q1 2023 |
15 |
$593M |
+$124M |
-$183M |
-$58.4M |
SPY, VOO, IEFA, MOAT, IEMG
|
13F-HR |
4/24/2023, 05:15 PM |
Q4 2022 |
16 |
$623M |
+$135M |
-$151M |
-$15.9M |
SPY, VOO, VYMI, IDV, MOAT
|
Restatement |
1/24/2023, 02:25 PM |
Q3 2022 |
18 |
$605M |
+$21.6M |
-$46.8M |
-$25.2M |
SPY, VOO, IEFA, VCIT, ANGL
|
13F-HR |
10/26/2022, 12:40 PM |
Q2 2022 |
30 |
$677M |
+$141M |
-$74.1M |
+$66.7M |
SPY, VOO, IEFA, VCIT, ANGL
|
13F-HR |
7/29/2022, 06:00 PM |
Q1 2022 |
31 |
$713M |
+$51.4M |
-$35.9M |
+$15.5M |
SPY, VOO, IEFA, LQD, ANGL
|
13F-HR |
4/28/2022, 03:06 PM |
Q4 2021 |
33 |
$730M |
+$14.7M |
-$4.13M |
+$10.6M |
SPY, VOO, IEFA, LQD, ANGL
|
13F-HR |
1/25/2022, 12:41 PM |
Q3 2021 |
34 |
$683M |
+$22.9M |
-$50.5M |
-$27.6M |
SPY, VOO, IEFA, ANGL, LQD
|
13F-HR |
10/26/2021, 11:48 AM |
Q2 2021 |
36 |
$728M |
+$137M |
-$39M |
+$97.6M |
SPY, VOO, IEFA, ANGL, LQD
|
13F-HR |
7/27/2021, 12:46 PM |
Q1 2021 |
37 |
$596M |
+$150M |
-$28.5M |
+$122M |
SPY, VOO, IEFA, ANGL, GBDC
|
13F-HR |
4/29/2021, 03:27 PM |
Q4 2020 |
34 |
$462M |
$0 |
$0 |
|
SPY, IEFA, ANGL, GBDC, LQD
|
13F-HR |
1/28/2021, 04:39 PM |