| Q2 2024 |
59 |
$195M |
+$8.65M |
-$705K |
+$7.94M |
IVV, FMAY, BND, NAPR, DIA
|
13F-HR |
7/22/2024, 05:52 PM |
| Q1 2024 |
58 |
$187M |
+$24.1M |
-$3.5M |
+$20.6M |
IVV, FMAY, BND, NAPR, DIA
|
13F-HR |
4/11/2024, 10:10 AM |
| Q4 2023 |
56 |
$158M |
+$6.27M |
-$6.85M |
-$579K |
IVV, FMAY, BND, NAPR, DIA
|
13F-HR |
1/11/2024, 01:47 PM |
| Q3 2023 |
62 |
$144M |
+$19.6M |
-$18.5M |
+$1.1M |
IVV, FMAY, BND, NAPR, DIA
|
13F-HR |
10/19/2023, 12:05 PM |
| Q2 2023 |
55 |
$148M |
+$38.9M |
-$46.4M |
-$7.45M |
IVV, FMAY, BND, NAPR, STEL
|
13F-HR |
7/14/2023, 10:51 AM |
| Q1 2023 |
63 |
$152M |
+$13.2M |
-$8.13M |
+$5.05M |
IVV, BND, ONEQ, STEL, ITM
|
13F-HR |
4/10/2023, 09:53 PM |
| Q4 2022 |
48 |
$145M |
+$8.08M |
-$10.7M |
-$2.64M |
IVV, BND, STEL, ONEQ, FXN
|
13F-HR |
1/23/2023, 05:41 PM |
| Q3 2022 |
47 |
$141M |
+$20.1M |
-$19.8M |
+$245K |
IVV, BND, ABTX, ONEQ, FXN
|
13F-HR |
10/13/2022, 06:59 AM |
| Q2 2022 |
43 |
$146M |
+$25.1M |
-$26.3M |
-$1.21M |
IVV, BND, ONEQ, RSP, ABTX
|
13F-HR |
7/8/2022, 06:06 PM |
| Q1 2022 |
44 |
$168M |
+$11.4M |
-$2.93M |
+$8.42M |
IVV, ONEQ, BND, RSP, ABTX
|
13F-HR |
4/14/2022, 08:04 AM |
| Q4 2021 |
41 |
$167M |
+$9.92M |
-$104K |
+$9.81M |
IVV, ONEQ, BND, RSP, PSPXXXX
|
13F-HR |
1/25/2022, 06:25 PM |
| Q3 2021 |
40 |
$148M |
+$11.4M |
-$6.27M |
+$5.09M |
IVV, ONEQ, BND, RSP, PSPXXXX
|
13F-HR |
10/7/2021, 06:19 PM |
| Q2 2021 |
40 |
$144M |
+$45.8M |
-$32.4M |
+$13.3M |
IVV, BND, ONEQ, RSP, PSPXXXX
|
13F-HR |
7/13/2021, 08:42 PM |
| Q1 2021 |
36 |
$136M |
+$3.32M |
-$2.05M |
+$1.27M |
IVV, BND, ONEQ, QQQ, XLG
|
13F-HR |
4/14/2021, 01:38 PM |
| Q4 2020 |
35 |
$130M |
$0 |
$0 |
|
IVV, BND, ONEQ, QQQ, XLG
|
13F-HR |
2/26/2021, 10:26 AM |