| Q2 2024 |
96 |
$225M |
+$41.4M |
-$41.8M |
-$340K |
IVV, EFA, IVW, QUAL, DYNF
|
13F-HR |
8/14/2024, 11:10 AM |
| Q1 2024 |
97 |
$222M |
+$40.5M |
-$41.1M |
-$601K |
IVV, IWM, IXUS, QUAL, DYNF
|
13F-HR |
5/15/2024, 01:46 PM |
| Q4 2023 |
97 |
$210M |
+$22.6M |
-$21.3M |
+$1.24M |
IVV, IWM, QUAL, EFV, IXUS
|
13F-HR |
2/15/2024, 01:02 PM |
| Q3 2023 |
95 |
$190M |
+$42.7M |
-$37.1M |
+$5.63M |
IVV, IWM, EFV, QUAL, IUSB
|
13F-HR |
2/15/2024, 12:54 PM |
| Q2 2023 |
93 |
$191M |
+$17M |
-$11.7M |
+$5.31M |
IVV, SHV, QUAL, EFG, IUSB
|
13F-HR |
8/14/2023, 09:23 AM |
| Q1 2023 |
90 |
$179M |
+$34M |
-$28.1M |
+$5.94M |
IVV, SHV, QUAL, EFG, IUSB
|
13F-HR |
5/12/2023, 05:08 PM |
| Q4 2022 |
77 |
$165M |
+$30.1M |
-$27.7M |
+$2.39M |
IVV, SHV, ESGU, EFV, IUSB
|
13F-HR |
2/14/2023, 01:26 PM |
| Q3 2022 |
71 |
$153M |
+$52.7M |
-$53.7M |
-$1.02M |
IVV, SHV, ESGU, GOVT, VTI
|
13F-HR |
11/14/2022, 10:24 AM |
| Q1 2022 |
65 |
$183M |
+$21.1M |
-$17.9M |
+$3.22M |
IVV, ESGU, EFA, EFV, VTI
|
13F-HR |
5/16/2022, 12:12 PM |
| Q4 2021 |
66 |
$188M |
+$33.6M |
-$24.9M |
+$8.72M |
IVV, ESGU, EFA, EFV, VTI
|
13F-HR |
2/9/2022, 10:43 AM |
| Q3 2021 |
62 |
$172M |
+$37.5M |
-$31.4M |
+$6.19M |
ESGU, IVV, IWM, EFV, VTI
|
13F-HR |
11/15/2021, 01:58 PM |
| Q2 2021 |
60 |
$170M |
+$37.1M |
-$12.7M |
+$24.4M |
IVV, UWM, ESGU, EFV, VTI
|
13F-HR |
8/16/2021, 12:48 PM |
| Q1 2021 |
57 |
$146M |
+$11M |
-$6.33M |
+$4.66M |
IVV, UWM, ESGU, EFV, VTI
|
13F-HR |
4/15/2021, 01:26 PM |
| Q4 2020 |
58 |
$137M |
$0 |
$0 |
|
IVV, UWM, ESGU, VTI, EFV
|
13F-HR |
2/16/2021, 03:20 PM |