| Q2 2024 |
17 |
$150M |
+$699K |
-$1.53M |
-$836K |
SPYV, IWY, BIV, SLQD, SCHO
|
Restatement |
8/8/2024, 03:31 PM |
| Q1 2024 |
19 |
$150M |
+$147M |
-$134M |
+$12.7M |
SPYV, IWY, BIV, SLQD, SCHO
|
13F-HR |
4/10/2024, 11:39 AM |
| Q4 2023 |
30 |
$137M |
+$78.7K |
-$4.21M |
-$4.13M |
IVV, IUSB, MUB, EFV, MBB
|
13F-HR |
1/18/2024, 09:07 AM |
| Q3 2023 |
30 |
$132M |
+$22.9M |
-$20M |
+$2.83M |
IVV, IUSB, MUB, EFV, MBB
|
13F-HR |
10/27/2023, 09:23 AM |
| Q2 2023 |
27 |
$134M |
+$8.02M |
-$4.2M |
+$3.82M |
IUSB, IVV, MUB, MBB, GOVT
|
13F-HR |
7/13/2023, 03:44 PM |
| Q1 2023 |
25 |
$128M |
+$94.6M |
-$82.9M |
+$11.8M |
IUSB, IVV, MUB, MBB, GOVT
|
13F-HR |
4/11/2023, 02:15 PM |
| Q4 2022 |
23 |
$115M |
+$70.7M |
-$76.6M |
-$5.84M |
IVV, SHY, SGOV, SUB, SLQD
|
13F-HR |
1/17/2023, 03:49 PM |
| Q3 2022 |
28 |
$118M |
+$85.4M |
-$86.5M |
-$1.06M |
IVV, MUB, IUSB, GOVT, ESGU
|
13F-HR |
10/13/2022, 08:02 AM |
| Q2 2022 |
20 |
$123M |
+$91.7M |
-$96.9M |
-$5.19M |
SLQD, SHY, IVV, HDV, IEI
|
13F-HR |
8/26/2022, 05:19 PM |
| Q1 2022 |
32 |
$132M |
+$21.2M |
-$16.2M |
+$4.95M |
MUB, IUSB, IVV, ESGU, GOVT
|
13F-HR |
4/19/2022, 04:49 PM |
| Q4 2021 |
34 |
$133M |
+$19.6M |
-$5.17M |
+$14.5M |
MUB, IVV, ESGU, IUSB, FALN
|
13F-HR |
2/1/2022, 06:56 PM |
| Q3 2021 |
32 |
$116M |
+$16.8M |
-$22.4M |
-$5.59M |
MUB, IUSB, ESGU, IVV, GOVT
|
13F-HR |
11/9/2021, 12:40 PM |
| Q2 2021 |
49 |
$123M |
+$17.1M |
-$13.9M |
+$3.21M |
MUB, IVV, IUSB, GOVT, ESGU
|
13F-HR |
7/14/2021, 03:45 PM |
| Q1 2021 |
47 |
$116M |
+$30.7M |
-$21.4M |
+$9.28M |
MUB, IVV, GOVT, ESGU, IUSB
|
13F-HR |
4/29/2021, 05:21 PM |
| Q4 2020 |
24 |
$106M |
$0 |
$0 |
|
MUB, IVV, GOVT, LQD, ESGU
|
13F-HR |
3/1/2021, 09:01 AM |