| Q2 2024 |
106 |
$263M |
+$58.9M |
-$1.24M |
+$57.6M |
ESGD, ESGV, NVDA, AAPL, EAGG
|
13F-HR |
8/9/2024, 12:21 PM |
| Q1 2024 |
43 |
$211M |
+$31.9M |
-$65.1M |
-$33.3M |
ESGD, ESGV, NVDA, EAGG, AAPL
|
13F-HR |
5/9/2024, 02:14 PM |
| Q4 2023 |
108 |
$231M |
+$12.6M |
-$8.46M |
+$4.16M |
ESGV, AAPL, EAGG, MSFT, ESGD
|
13F-HR |
1/9/2024, 08:08 PM |
| Q3 2023 |
101 |
$205M |
+$8.32M |
-$5M |
+$3.33M |
ESGV, AAPL, MSFT, ESGD, EAGG
|
13F-HR |
11/2/2023, 04:08 PM |
| Q2 2023 |
101 |
$216M |
+$9.4M |
-$13.7M |
-$4.33M |
ESGV, AAPL, MSFT, IVV, QQQ
|
13F-HR |
7/31/2023, 03:31 PM |
| Q1 2023 |
97 |
$202M |
+$4.92M |
-$3.82M |
+$1.1M |
ESGV, AAPL, ESGD, MSFT, IXUS
|
13F-HR |
5/4/2023, 03:50 PM |
| Q4 2022 |
103 |
$185M |
+$28M |
-$12.7M |
+$15.3M |
ESGV, ESGD, AAPL, IVV, IXUS
|
13F-HR |
2/9/2023, 07:50 PM |
| Q3 2022 |
90 |
$160M |
+$8.94M |
-$6.13M |
+$2.81M |
ESGV, AAPL, EAGG, ESGD, IXUS
|
13F-HR |
11/8/2022, 04:55 PM |
| Q2 2022 |
92 |
$167M |
+$14M |
-$10.5M |
+$3.56M |
EAGG, ESGV, AAPL, BNDC, ESGD
|
13F-HR |
8/8/2022, 05:53 PM |
| Q1 2022 |
112 |
$192M |
+$10.9M |
-$5.61M |
+$5.31M |
AAPL, EAGG, BNDC, IVV, ESGV
|
13F-HR |
5/9/2022, 02:23 PM |
| Q4 2021 |
115 |
$197M |
+$10.7M |
-$3.12M |
+$7.56M |
BNDC, AAPL, EAGG, IVV, ESGV
|
13F-HR |
1/27/2022, 01:06 PM |
| Q3 2021 |
108 |
$175M |
+$9.46M |
-$1.07M |
+$8.38M |
BNDC, EAGG, AAPL, IXUS, ESGV
|
13F-HR |
11/12/2021, 04:02 PM |
| Q2 2021 |
106 |
$170M |
+$9.19M |
-$1.72M |
+$7.47M |
BNDC, EAGG, AAPL, IXUS, ESGV
|
13F-HR |
8/11/2021, 01:31 PM |
| Q1 2021 |
106 |
$153M |
+$23.4M |
-$901K |
+$22.5M |
BNDC, EAGG, AAPL, IXUS, ESGD
|
13F-HR |
5/12/2021, 05:50 PM |
| Q4 2020 |
96 |
$128M |
$0 |
$0 |
|
AAPL, BNDC, IXUS, ESGD, ESGV
|
13F-HR |
2/11/2021, 05:52 PM |