| Q4 2023 |
106 |
$179M |
+$9.53M |
-$10.5M |
-$958K |
SPYG, IVE, IWN, IWO, VCSH
|
13F-HR |
2/12/2024, 07:26 AM |
| Q3 2023 |
107 |
$163M |
+$38.5M |
-$30.6M |
+$7.95M |
IVE, SPYG, IWN, IWO, VCLT
|
13F-HR |
11/14/2023, 09:55 AM |
| Q2 2023 |
105 |
$161M |
+$26.4M |
-$10.8M |
+$15.6M |
IVE, SPYG, VCSH, JPST, IWN
|
13F-HR |
8/14/2023, 05:49 PM |
| Q1 2023 |
100 |
$140M |
+$23.7M |
-$10.9M |
+$12.8M |
IVE, SPYG, VCSH, JPST, IWN
|
13F-HR |
5/15/2023, 11:38 AM |
| Q4 2022 |
99 |
$123M |
+$11.6M |
-$12.8M |
-$1.21M |
IVE, VCSH, IWN, DVY, COWZ
|
13F-HR |
2/8/2023, 05:12 PM |
| Q3 2022 |
96 |
$116M |
+$18.7M |
-$14M |
+$4.75M |
IVE, VCSH, IVW, IWN, COWZ
|
13F-HR |
11/9/2022, 06:15 AM |
| Q2 2022 |
92 |
$116M |
+$221K |
-$5.24M |
-$5.02M |
IVE, IVW, VCSH, IWN, IWO
|
13F-HR |
8/15/2022, 10:10 AM |
| Q1 2022 |
97 |
$126M |
+$30.1M |
-$27.2M |
+$2.9M |
IVE, IVW, VCSH, IWN, IWO
|
13F-HR |
5/13/2022, 10:38 AM |
| Q4 2021 |
95 |
$141M |
+$19M |
-$15.3M |
+$3.72M |
IVW, IVE, EFA, IWN, VCSH
|
13F-HR |
2/1/2022, 03:20 PM |
| Q3 2021 |
90 |
$131M |
+$3.12M |
-$1.63M |
+$1.49M |
IVW, IVE, EFA, IWN, IWO
|
13F-HR |
11/2/2021, 02:58 PM |
| Q2 2021 |
97 |
$132M |
+$23.5M |
-$13.2M |
+$10.3M |
IVW, IVE, EFA, IWO, IWN
|
13F-HR |
8/9/2021, 03:48 PM |
| Q1 2021 |
88 |
$116M |
+$23.5M |
-$15.7M |
+$7.74M |
IVW, IVE, IWN, IWO, IJJ
|
13F-HR |
5/11/2021, 10:35 AM |
| Q4 2020 |
86 |
$103M |
$0 |
$0 |
|
IVW, IVE, IWO, IWN, USMV
|
13F-HR |
2/9/2021, 02:57 PM |