| Q2 2024 |
140 |
$398M |
+$14.9M |
-$15.6M |
-$650K |
SPY, JPST, IEFA, MSFT, IEI
|
13F-HR |
7/12/2024, 08:30 AM |
| Q1 2024 |
143 |
$403M |
+$21.6M |
-$24.3M |
-$2.64M |
SPY, JPST, IEFA, IEI, MSFT
|
13F-HR |
4/24/2024, 03:10 PM |
| Q4 2023 |
139 |
$378M |
+$6.9M |
-$7.05M |
-$155K |
SPY, IEFA, IEI, AAPL, MSFT
|
13F-HR |
1/22/2024, 04:01 PM |
| Q3 2023 |
132 |
$347M |
+$5.14M |
-$8.51M |
-$3.37M |
SPY, IEI, IEFA, AAPL, JPST
|
13F-HR |
11/1/2023, 04:03 PM |
| Q2 2023 |
131 |
$362M |
+$17.8M |
-$12.9M |
+$4.98M |
SPY, IEI, IEFA, AAPL, MSFT
|
13F-HR |
7/12/2023, 11:32 AM |
| Q1 2023 |
132 |
$337M |
+$5.61M |
-$12.9M |
-$7.28M |
SPY, IEFA, JPST, AAPL, MSFT
|
13F-HR |
4/11/2023, 04:01 PM |
| Q4 2022 |
133 |
$327M |
+$7.53M |
-$34.2M |
-$26.6M |
SPY, JPST, IEFA, IEI, AAPL
|
13F-HR |
2/2/2023, 04:00 PM |
| Q3 2022 |
138 |
$327M |
+$18.4M |
-$6.96M |
+$11.5M |
SPY, JPST, AAPL, IEI, MSFT
|
13F-HR |
11/7/2022, 03:23 PM |
| Q2 2022 |
134 |
$343M |
+$15.1M |
-$31M |
-$15.9M |
SPY, JPST, IEI, AAPL, MSFT
|
13F-HR |
7/15/2022, 02:56 PM |
| Q1 2022 |
139 |
$421M |
+$20.5M |
-$25.5M |
-$5.04M |
SPY, IGIB, AAPL, JPST, MSFT
|
13F-HR |
4/21/2022, 10:05 AM |
| Q4 2021 |
130 |
$451M |
+$27.1M |
-$18M |
+$9.06M |
SPY, IGIB, AAPL, MSFT, JPST
|
13F-HR |
1/28/2022, 10:42 AM |
| Q3 2021 |
124 |
$410M |
+$9.63M |
-$8.3M |
+$1.32M |
SPY, IGIB, IEI, AAPL, MSFT
|
13F-HR |
10/14/2021, 12:19 PM |
| Q2 2021 |
126 |
$414M |
+$10.4M |
-$20.5M |
-$10.1M |
SPY, IGIB, AAPL, IEI, JPST
|
13F-HR |
7/26/2021, 12:16 PM |
| Q1 2021 |
124 |
$398M |
+$8.77M |
-$24.7M |
-$15.9M |
SPY, IGIB, JPST, IEI, AAPL
|
13F-HR |
4/19/2021, 09:01 AM |
| Q4 2020 |
124 |
$401M |
+$27.5M |
-$23.5M |
+$4.01M |
SPY, IGIB, JPST, AAPL, IEI
|
13F-HR |
1/27/2021, 02:28 PM |
| Q3 2020 |
128 |
$376M |
$0 |
$0 |
|
SPY, IGIB, VCSH, AAPL, IEI
|
13F-HR |
11/12/2020, 01:20 PM |