| Q2 2024 |
177 |
$456M |
+$40.6M |
-$28.9M |
+$11.7M |
JEPI, VCIT, VTV, JEPQ, TLT
|
13F-HR |
7/24/2024, 04:21 PM |
| Q1 2024 |
182 |
$450M |
+$48.7M |
-$52M |
-$3.31M |
JEPI, VCIT, VTV, JEPQ, TLT
|
13F-HR |
5/9/2024, 08:29 AM |
| Q4 2023 |
186 |
$430M |
+$134M |
-$58.3M |
+$75.5M |
JEPI, VTV, VCIT, JEPQ, TLT
|
13F-HR |
2/7/2024, 11:07 AM |
| Q3 2023 |
122 |
$332M |
+$62.8M |
-$64.5M |
-$1.66M |
JEPI, VCIT, VTV, MUB, TLT
|
13F-HR |
11/8/2023, 04:02 PM |
| Q2 2023 |
115 |
$345M |
+$40.2M |
-$27.7M |
+$12.6M |
JEPI, VCIT, JPST, VTV, MUB
|
13F-HR |
8/8/2023, 02:49 PM |
| Q1 2023 |
111 |
$327M |
+$58.9M |
-$40.9M |
+$18M |
JEPI, VCIT, JPST, VTV, MUB
|
13F-HR |
5/5/2023, 03:19 PM |
| Q4 2022 |
129 |
$304M |
+$96.6M |
-$25.1M |
+$71.4M |
JEPI, VCIT, VTV, FHLC, JPST
|
13F-HR |
2/6/2023, 05:39 PM |
| Q3 2022 |
115 |
$218M |
+$61.2M |
-$35.7M |
+$25.5M |
FHLC, JEPI, VCIT, VTV, JPST
|
13F-HR |
11/8/2022, 02:27 PM |
| Q2 2022 |
130 |
$206M |
+$41.1M |
-$34.1M |
+$7M |
JEPI, FHLC, VTV, QUAL, XLF
|
13F-HR |
8/5/2022, 02:05 PM |
| Q1 2022 |
147 |
$235M |
+$67.4M |
-$72.6M |
-$5.19M |
FHLC, XLY, VTV, BBN, XLF
|
13F-HR |
5/10/2022, 04:07 PM |
| Q4 2021 |
165 |
$247M |
+$107M |
-$27.6M |
+$79.3M |
FNDF, SPY, BBN, VTV, FHLC
|
Restatement |
4/14/2022, 08:46 PM |
| Q3 2021 |
127 |
$159M |
+$19.8M |
-$43.2M |
-$23.4M |
BBN, SPY, FNDF, XSOE, ARKK
|
13F-HR |
11/1/2021, 05:29 PM |
| Q2 2021 |
157 |
$186M |
+$49.6M |
-$35.8M |
+$13.8M |
BBN, SPY, FNDF, ARKK, XSOE
|
13F-HR |
8/5/2021, 11:58 AM |
| Q1 2021 |
134 |
$163M |
+$56.7M |
-$37.3M |
+$19.5M |
BBN, SPY, ARKK, IYG, XSOE
|
13F-HR |
5/7/2021, 04:04 PM |
| Q4 2020 |
551 |
$141M |
$0 |
$0 |
|
BBN, SPY, ARKK, SCHD, AAPL
|
13F-HR |
2/12/2021, 02:21 PM |