Q3 2024 |
26 |
$12.6M |
+$1.42M |
-$151K |
+$1.27M |
VOO, VYM, VXUS, VB, QAI
|
13F-HR |
11/14/2024, 10:30 AM |
Q2 2024 |
25 |
$10.7M |
+$349K |
-$364K |
-$15.7K |
VOO, VYM, VXUS, QAI, VB
|
13F-HR |
8/14/2024, 05:02 PM |
Q1 2024 |
21 |
$10.7M |
+$8.68M |
-$2.06M |
+$6.61M |
VOO, VYM, VXUS, VB, QAI
|
13F-HR |
5/15/2024, 07:01 PM |
Q3 2023 |
27 |
$3.9M |
+$673K |
-$700K |
-$26.1K |
QAI, GRES, VIG, SPHD, VYMI
|
13F-HR |
11/14/2023, 07:02 PM |
Q2 2023 |
32 |
$3.96M |
+$28.9K |
$0 |
+$28.9K |
QAI, GRES, QUAL, VIG, IEI
|
13F-HR |
8/14/2023, 09:16 PM |
Q1 2023 |
31 |
$3.9M |
+$55.6K |
-$73.6K |
-$18K |
QAI, GRES, QUAL, VIG, IEI
|
13F-HR |
5/15/2023, 08:34 PM |
Q4 2022 |
32 |
$3.84M |
+$6.33K |
-$125 |
+$6.2K |
QAI, GRES, QUAL, VIG, IEI
|
13F-HR |
2/13/2023, 03:29 PM |
Q3 2022 |
32 |
$3.57M |
+$8.51K |
$0 |
+$8.51K |
QAI, GRES, QUAL, VIG, IEI
|
13F-HR |
11/14/2022, 08:03 PM |
Q2 2022 |
32 |
$2.1M |
+$15.9K |
$0 |
+$15.9K |
GRES, QUAL, VIG, IEI, SPHD
|
13F-HR |
8/15/2022, 11:31 AM |
Q1 2022 |
30 |
$4.17M |
+$20.3K |
-$158K |
-$138K |
QAI, GRES, QUAL, VIG, IEI
|
13F-HR |
5/16/2022, 06:45 PM |
Q4 2021 |
31 |
$4.38M |
+$7.32K |
$0 |
+$7.32K |
QAI, GRES, QUAL, VIG, MUB
|
13F-HR |
2/14/2022, 10:01 AM |
Q3 2021 |
30 |
$4.35M |
+$361K |
-$818K |
-$457K |
QAI, GRES, QUAL, MRNA, VIG
|
13F-HR |
11/15/2021, 05:34 PM |
Q1 2021 |
27 |
$4.61M |
+$36K |
-$114K |
-$78K |
QAI, GRES, MUB, QLTA, QUAL
|
13F-HR |
5/17/2021, 12:31 PM |
Q4 2020 |
29 |
$4.08M |
$0 |
$0 |
|
QAI, MUB, QLTA, QUAL, MBB
|
13F-HR |
2/16/2021, 04:29 PM |
Q2 2019 |
31 |
$4.25M |
$0 |
$0 |
|
QAI, GRES, MUB, QLTA, MBB
|
13F-HR |
8/16/2021, 03:52 PM |