| Q2 2024 |
51 |
$144M |
+$3.16M |
-$11.1M |
-$7.96M |
EFIV, ESGU, VOO, IFRA, MOAT
|
13F-HR |
7/25/2024, 11:36 AM |
| Q1 2024 |
53 |
$151M |
+$3.33M |
-$3.98M |
-$659K |
EFIV, ESGU, VOO, IFRA, ESGD
|
13F-HR |
4/22/2024, 02:39 PM |
| Q4 2023 |
52 |
$141M |
+$23M |
-$22.5M |
+$530K |
EFIV, ESGU, VOO, ESGD, IFRA
|
13F-HR |
2/9/2024, 08:17 AM |
| Q3 2023 |
51 |
$128M |
+$10.4M |
-$16.9M |
-$6.53M |
NULV, ESGD, ESGU, VOO, IFRA
|
13F-HR |
10/27/2023, 10:32 AM |
| Q2 2023 |
54 |
$140M |
+$15.7M |
-$31M |
-$15.4M |
NULV, IEF, ESGD, ESGU, MOAT
|
13F-HR |
7/19/2023, 01:17 PM |
| Q1 2023 |
58 |
$151M |
+$10.4M |
-$19.9M |
-$9.42M |
NULV, ESGD, IEF, SCHD, VOO
|
13F-HR |
4/18/2023, 11:11 AM |
| Q4 2022 |
215 |
$155M |
+$13.9M |
-$6.07M |
+$7.79M |
NULV, IEF, SCHD, ESGD, VOO
|
13F-HR |
2/1/2023, 05:51 PM |
| Q3 2022 |
210 |
$136M |
+$14.9M |
-$12.1M |
+$2.83M |
NULV, IEF, SCHD, VOO, ESGD
|
13F-HR |
11/2/2022, 11:31 AM |
| Q2 2022 |
234 |
$142M |
+$22.7M |
-$10.3M |
+$12.4M |
NULV, USFR, SCHD, ESGD, VOO
|
13F-HR |
8/9/2022, 09:06 AM |
| Q1 2022 |
256 |
$148M |
+$46.1M |
-$23.7M |
+$22.4M |
NULV, USFR, ESGD, VOO, DSI
|
13F-HR |
4/28/2022, 01:48 PM |
| Q4 2021 |
196 |
$132M |
+$21.1M |
-$19.7M |
+$1.4M |
DSI, TIP, VOO, IVW, NULV
|
13F-HR |
2/1/2022, 10:06 AM |
| Q3 2021 |
207 |
$124M |
+$13.5M |
-$2.88M |
+$10.7M |
DSI, TIP, VOO, NUSC, IVW
|
13F-HR |
11/12/2021, 10:21 AM |
| Q2 2021 |
123 |
$115M |
+$5.24M |
-$5.62M |
-$384K |
DSI, TIP, VOO, NUSC, IVW
|
13F-HR |
8/9/2021, 01:58 PM |
| Q1 2021 |
116 |
$109M |
+$6.21M |
-$4.29M |
+$1.92M |
DSI, TIP, VOO, IVW, NUSC
|
13F-HR |
5/6/2021, 03:31 PM |
| Q4 2020 |
113 |
$103M |
$0 |
$0 |
|
DSI, TIP, VOO, IVV, IVW
|
13F-HR |
2/8/2021, 10:22 AM |