| Q2 2024 |
133 |
$200M |
+$27.6M |
-$26.1M |
+$1.47M |
IVV, IWF, MOAT, COWZ, XLK
|
13F-HR |
8/5/2024, 12:44 PM |
| Q1 2024 |
139 |
$199M |
+$35M |
-$27.8M |
+$7.2M |
IWF, IVV, XLK, SDY, BLDR
|
13F-HR |
5/2/2024, 12:53 PM |
| Q4 2023 |
141 |
$180M |
+$9.8M |
-$3.02M |
+$6.79M |
IWF, SDY, BLDR, XLK, IVV
|
13F-HR |
1/29/2024, 02:11 PM |
| Q3 2023 |
129 |
$158M |
+$8.23M |
-$7.83M |
+$398K |
IWF, SDY, XLK, IVV, BLDR
|
13F-HR |
11/13/2023, 12:34 PM |
| Q2 2023 |
136 |
$163M |
+$8.19M |
-$3.03M |
+$5.16M |
IWF, SDY, XLK, BLDR, USMV
|
13F-HR |
8/3/2023, 12:09 PM |
| Q1 2023 |
133 |
$148M |
+$22.6M |
-$12.7M |
+$9.89M |
IWF, SDY, XLK, USMV, BLDR
|
13F-HR |
5/1/2023, 01:28 PM |
| Q4 2022 |
140 |
$132M |
+$41.2M |
-$7.49M |
+$33.8M |
IWF, SDY, XLK, USMV, SCHM
|
13F-HR |
1/18/2023, 02:08 PM |
| Q3 2022 |
109 |
$43.8M |
$0 |
$0 |
|
SDY, USMV, VNLA, AAPL, SCHV
|
13F-HR |
11/2/2022, 03:48 PM |
| Q2 2022 |
109 |
$58.9M |
$0 |
$0 |
|
SDY, USMV, VNLA, AAPL, MSFT
|
13F-HR |
8/10/2022, 12:37 PM |
| Q1 2022 |
117 |
$122M |
+$13.2M |
-$7.17M |
+$6.04M |
IWF, SDY, USMV, AAPL, SCHM
|
13F-HR |
5/9/2022, 01:06 PM |
| Q4 2021 |
112 |
$121M |
+$12.7M |
-$1.01M |
+$11.7M |
IWF, SDY, USMV, SCHM, AAPL
|
13F-HR |
2/14/2022, 11:49 AM |
| Q3 2021 |
109 |
$101M |
+$7.03M |
-$7.99M |
-$963K |
IWF, SDY, USMV, VNLA, SWAN
|
13F-HR |
11/8/2021, 12:50 PM |
| Q2 2021 |
118 |
$102M |
+$2.84M |
-$2.53M |
+$311K |
IWF, SDY, USMV, VNLA, SWAN
|
13F-HR |
8/12/2021, 01:10 PM |
| Q1 2021 |
166 |
$100M |
+$7.55M |
-$19.6M |
-$12.1M |
IWF, SDY, USMV, VNLA, SWAN
|
13F-HR |
5/13/2021, 06:56 PM |
| Q4 2020 |
853 |
$104M |
$0 |
$0 |
|
IWF, SDY, USMV, VNLA, AAPL
|
13F-HR |
2/12/2021, 04:07 PM |