Q3 2024 |
157 |
$234M |
+$40.2M |
-$6.14M |
+$34.1M |
EQWL, ESGD, IEI, SCHZ, SCHB
|
13F-HR |
11/4/2024, 04:38 PM |
Q2 2024 |
147 |
$187M |
+$7.73M |
-$2.69M |
+$5.05M |
IEI, SCHZ, EQWL, NDSN, SCHB
|
13F-HR |
7/12/2024, 02:34 PM |
Q1 2024 |
142 |
$184M |
+$6.17M |
-$4.27M |
+$1.9M |
IEI, NDSN, SCHZ, EQWL, VB
|
13F-HR |
4/26/2024, 12:29 PM |
Q4 2023 |
143 |
$176M |
+$8.13M |
-$3.07M |
+$5.06M |
IEI, NDSN, SCHZ, ACN, ESGD
|
13F-HR |
1/10/2024, 02:54 PM |
Q3 2023 |
127 |
$155M |
+$9.5M |
-$8.03M |
+$1.47M |
IEI, SCHZ, NDSN, ACN, ESGD
|
13F-HR |
10/13/2023, 10:24 AM |
Q2 2023 |
127 |
$161M |
+$3.61M |
-$3.88M |
-$271K |
IEI, NDSN, SCHZ, JCPB, ACN
|
13F-HR |
7/14/2023, 05:37 PM |
Q1 2023 |
127 |
$157M |
+$18.1M |
-$6.54M |
+$11.5M |
IEI, JCPB, SCHZ, NDSN, ACN
|
13F-HR |
4/11/2023, 03:29 PM |
Q4 2022 |
123 |
$140M |
+$13.5M |
-$2.92M |
+$10.6M |
IEI, NDSN, SCHZ, ACN, ESGD
|
13F-HR |
1/17/2023, 09:36 PM |
Q3 2022 |
111 |
$121M |
+$14.9M |
-$2.32M |
+$12.6M |
NDSN, SCHZ, ACN, ESGD, VB
|
13F-HR |
10/18/2022, 06:50 PM |
Q2 2022 |
106 |
$114M |
+$10.1M |
-$5.81M |
+$4.31M |
ACN, SCHZ, ESGD, VB, SCHB
|
13F-HR |
7/15/2022, 05:53 PM |
Q1 2022 |
106 |
$125M |
+$7.29M |
-$3.28M |
+$4M |
ACN, ESGD, VB, SCHB, LSST
|
13F-HR |
4/25/2022, 05:48 PM |
Q4 2021 |
112 |
$133M |
+$10.5M |
-$6.29M |
+$4.19M |
ACN, ESGD, VB, SCHB, LSST
|
13F-HR |
1/21/2022, 07:09 PM |
Q3 2021 |
104 |
$120M |
+$2.76M |
-$2.32M |
+$445K |
ACN, SCHB, ESGD, VB, SCHZ
|
13F-HR |
10/12/2021, 09:51 PM |
Q2 2021 |
107 |
$121M |
+$7.87M |
-$945K |
+$6.92M |
SCHB, ESGD, ACN, VB, SCHZ
|
13F-HR |
7/29/2021, 09:49 PM |
Q1 2021 |
97 |
$108M |
+$17.9M |
-$1.07M |
+$16.8M |
SCHB, ACN, ESGD, VB, SCHZ
|
13F-HR |
4/30/2021, 09:45 AM |
Q4 2020 |
91 |
$87.6M |
$0 |
$0 |
|
ACN, SCHB, SCHZ, NDSN, UNH
|
13F-HR |
2/4/2021, 03:09 PM |