| Q2 2024 |
45 |
$133M |
+$13.3M |
-$1.32M |
+$12M |
JPIE, AVLV, AVUV, AVDE, RDVI
|
13F-HR |
7/17/2024, 02:19 PM |
| Q1 2024 |
43 |
$121M |
+$12.6M |
-$5.59M |
+$7.06M |
JPIE, AVLV, RDVI, AVUV, COWZ
|
13F-HR |
4/22/2024, 11:45 AM |
| Q4 2023 |
40 |
$107M |
+$29.9M |
-$22.7M |
+$7.24M |
JPIE, RDVI, AVLV, AVUS, BIV
|
13F-HR |
1/17/2024, 07:59 AM |
| Q3 2023 |
38 |
$92.8M |
+$6.49M |
-$2.35M |
+$4.14M |
BIV, SPYG, AVUS, COWZ, AVLV
|
13F-HR |
10/20/2023, 11:28 AM |
| Q2 2023 |
40 |
$91.7M |
+$298K |
-$4.59M |
-$4.29M |
SPYG, BIV, AVUS, COWZ, AVLV
|
13F-HR |
7/31/2023, 05:16 PM |
| Q1 2023 |
40 |
$90.6M |
+$13.8M |
-$18.6M |
-$4.86M |
BIV, SPYG, AVUS, COWZ, AVLV
|
13F-HR |
4/28/2023, 12:06 PM |
| Q4 2022 |
42 |
$93.4M |
+$31.9M |
-$17M |
+$14.8M |
SPYG, AVUS, DNOV, COWZ, AVLV
|
13F-HR |
1/30/2023, 08:59 PM |
| Q3 2022 |
42 |
$73.7M |
+$23.5M |
-$19.5M |
+$3.92M |
SPYG, COWZ, DGRO, AVUS, VEA
|
13F-HR |
11/14/2022, 05:10 PM |
| Q2 2022 |
47 |
$74.8M |
+$12.4M |
-$13.3M |
-$922K |
RDVY, SPYG, DGRO, VB, VO
|
13F-HR |
7/29/2022, 02:19 PM |
| Q1 2022 |
50 |
$85.1M |
+$6.96M |
-$3.13M |
+$3.83M |
RDVY, BIV, VB, DGRO, VO
|
13F-HR |
5/16/2022, 04:44 PM |
| Q4 2021 |
48 |
$87.6M |
+$8.32M |
-$7.6M |
+$712K |
RDVY, BIV, VB, DGRO, VEA
|
13F-HR |
1/18/2022, 08:45 AM |
| Q3 2021 |
50 |
$84.4M |
+$8.05M |
-$1.85M |
+$6.2M |
BIV, RDVY, VEA, AGGY, DGRO
|
13F-HR |
10/21/2021, 07:55 PM |
| Q2 2021 |
51 |
$78.3M |
+$1.02M |
-$5.63M |
-$4.61M |
BIV, DGRO, AGGY, VEA, RDVY
|
13F-HR |
7/14/2021, 02:34 PM |
| Q1 2021 |
56 |
$79.4M |
+$14.3M |
-$12.5M |
+$1.77M |
BIV, AGGY, DGRO, VEA, RDVY
|
13F-HR |
4/7/2021, 04:33 PM |
| Q4 2020 |
52 |
$76.5M |
$0 |
$0 |
|
BIV, AGGY, DGRO, VEA, AAPL
|
13F-HR |
2/19/2021, 06:12 PM |