Q3 2024 |
89 |
$432M |
+$27.2M |
-$9.33M |
+$17.9M |
JCPB, FBND, MOAT, BKCI, IJH
|
13F-HR |
10/8/2024, 05:58 PM |
Q2 2024 |
85 |
$391M |
+$15.8M |
-$3.96M |
+$11.9M |
JCPB, FBND, IJH, BKCI, MOAT
|
13F-HR |
7/12/2024, 02:50 PM |
Q1 2024 |
82 |
$379M |
+$44.3M |
-$2.57M |
+$41.7M |
IJH, JCPB, FBND, MOAT, BKCI
|
13F-HR |
4/15/2024, 09:17 PM |
Q4 2023 |
80 |
$349M |
+$154M |
-$3.24M |
+$151M |
FBND, IJH, JCPB, MOAT, BKCI
|
13F-HR |
1/10/2024, 02:47 PM |
Q3 2023 |
67 |
$178M |
+$5.82M |
-$1.72M |
+$4.1M |
IJH, IJR, SCHG, SPYV, SCHM
|
13F-HR |
10/10/2023, 08:55 PM |
Q2 2023 |
64 |
$181M |
+$5.26M |
-$3.21M |
+$2.05M |
IJH, IJR, SCHG, SPYV, SCHM
|
13F-HR |
7/13/2023, 09:49 PM |
Q1 2023 |
65 |
$168M |
+$7.57M |
-$4.54M |
+$3.03M |
IJH, IJR, SCHG, SPYV, SCHM
|
13F-HR |
4/11/2023, 03:27 PM |
Q4 2022 |
57 |
$155M |
+$12.9M |
-$4.7M |
+$8.17M |
IJH, IJR, SPYV, SCHG, SCHM
|
13F-HR |
1/19/2023, 09:17 PM |
Q3 2022 |
50 |
$138M |
+$9.72M |
-$2.09M |
+$7.63M |
IJH, IJR, SCHG, SPYV, SCHM
|
13F-HR |
10/11/2022, 07:56 PM |
Q2 2022 |
51 |
$136M |
+$6.85M |
-$3.41M |
+$3.44M |
IJH, IJR, SCHG, SPYV, SCHM
|
13F-HR |
7/15/2022, 09:53 AM |
Q1 2022 |
54 |
$158M |
+$16.5M |
-$3.48M |
+$13M |
IJH, SCHG, IJR, SPYV, SCHM
|
13F-HR |
4/22/2022, 08:06 PM |
Q4 2021 |
55 |
$168M |
+$4.77M |
-$2.48M |
+$2.29M |
IJH, SCHG, IJR, SCHM, SPYV
|
13F-HR |
1/24/2022, 05:48 PM |
Q3 2021 |
50 |
$155M |
+$6.94M |
-$2.02M |
+$4.92M |
IJH, SCHG, IJR, SCHM, SPYV
|
13F-HR |
10/19/2021, 01:55 PM |
Q2 2021 |
45 |
$152M |
+$6.27M |
-$4.81M |
+$1.46M |
IJH, SCHG, IJR, SCHM, SPYV
|
13F-HR |
7/26/2021, 05:15 PM |
Q1 2021 |
52 |
$146M |
+$4.44M |
-$3.44M |
+$997K |
IJH, SCHG, IJR, SCHM, SPYV
|
13F-HR |
4/23/2021, 01:55 PM |
Q4 2020 |
53 |
$134M |
$0 |
$0 |
|
IJH, SCHG, SCHM, IJR, SPYV
|
13F-HR |
1/20/2021, 07:56 PM |