Q3 2024 |
485 |
$1.17B |
+$71.8M |
-$17.4M |
+$54.3M |
JAAA, QUAL, JQUA, VTI, VOO
|
13F-HR |
10/29/2024, 11:59 AM |
Q2 2024 |
421 |
$1.08B |
+$134M |
-$21M |
+$113M |
JAAA, QUAL, JQUA, VTI, VOO
|
13F-HR |
7/31/2024, 11:05 AM |
Q1 2024 |
408 |
$962M |
+$61.5M |
-$28.8M |
+$32.7M |
JAAA, QUAL, JQUA, VTI, VOO
|
13F-HR |
4/23/2024, 02:32 PM |
Q4 2023 |
355 |
$862M |
+$90.6M |
-$22.7M |
+$67.9M |
JAAA, QUAL, JQUA, VTI, VOO
|
13F-HR |
2/1/2024, 03:42 PM |
Q3 2023 |
363 |
$727M |
+$69.9M |
-$15.1M |
+$54.8M |
JAAA, QUAL, JQUA, VTI, VOO
|
13F-HR |
10/25/2023, 01:03 PM |
Q2 2023 |
356 |
$702M |
+$47.3M |
-$19M |
+$28.3M |
JAAA, QUAL, VTI, JQUA, VOO
|
13F-HR |
7/24/2023, 12:46 PM |
Q1 2023 |
333 |
$620M |
+$178M |
-$23.5M |
+$155M |
QUAL, JAAA, VTI, JQUA, VOO
|
13F-HR |
4/25/2023, 11:44 AM |
Q4 2022 |
296 |
$440M |
+$105M |
-$71.2M |
+$33.9M |
QUAL, VTI, JAAA, JQUA, VOO
|
13F-HR |
2/1/2023, 03:09 PM |
Q3 2022 |
379 |
$376M |
+$43.3M |
-$210M |
-$167M |
QUAL, VTI, VOO, QUS, IQLT
|
13F-HR |
10/31/2022, 02:00 PM |
Q2 2022 |
614 |
$565M |
+$67M |
-$79.7M |
-$12.7M |
QUAL, VOO, VTI, QUS, IQLT
|
Restatement |
8/25/2022, 01:42 PM |
Q1 2022 |
616 |
$640M |
+$60.1M |
-$220M |
-$160M |
QUAL, VOO, QUS, IQLT, GBDC
|
Restatement |
8/25/2022, 01:25 PM |
Q4 2021 |
688 |
$828M |
+$146M |
-$45.1M |
+$101M |
QUAL, ARLP, VOO, QUS, GBDC
|
13F-HR |
2/2/2022, 04:40 PM |
Q3 2021 |
574 |
$687M |
+$106M |
-$41.2M |
+$64.9M |
QUAL, ARLP, VOO, QUS, GBDC
|
13F-HR |
11/1/2021, 11:27 AM |
Q2 2021 |
523 |
$604M |
+$131M |
-$22.8M |
+$108M |
QUAL, ARLP, VOO, QUS, GBDC
|
13F-HR |
7/22/2021, 03:33 PM |
Q1 2021 |
460 |
$469M |
+$193M |
-$45.5M |
+$147M |
QUAL, VOO, ARLP, QUS, GBDC
|
13F-HR |
5/10/2021, 11:46 AM |
Q4 2020 |
268 |
$304M |
$0 |
$0 |
|
QUAL, VOO, ARLP, QUS, GBDC
|
Restatement |
3/1/2021, 12:16 PM |