Q4 2022 |
70 |
$184M |
+$7.93M |
-$3.37M |
+$4.56M |
IWB, QQQ, HDV, IJR, AAPL
|
13F-HR |
2/23/2023, 12:46 PM |
Q3 2022 |
74 |
$175M |
+$14.6M |
-$5.35M |
+$9.26M |
IWB, QQQ, HDV, IJR, AAPL
|
13F-HR |
10/27/2022, 12:41 PM |
Q2 2022 |
68 |
$166M |
+$11M |
-$6.52M |
+$4.47M |
IWB, QQQ, IJR, TIP, HDV
|
13F-HR |
7/18/2022, 03:19 PM |
Q1 2022 |
72 |
$193M |
+$6.67M |
-$3.92M |
+$2.74M |
IWB, QQQ, IJR, AAPL, HDV
|
13F-HR |
4/14/2022, 02:57 PM |
Q4 2021 |
72 |
$202M |
+$13.2M |
-$7.24M |
+$5.99M |
IWB, QQQ, IJR, AAPL, DGRO
|
13F-HR |
1/18/2022, 04:55 PM |
Q3 2021 |
67 |
$187M |
+$7.16M |
-$4.31M |
+$2.85M |
IWB, QQQ, IJR, AAPL, IEFA
|
13F-HR |
10/12/2021, 06:19 PM |
Q2 2021 |
68 |
$191M |
+$9.61M |
-$5.42M |
+$4.19M |
QQQ, IWB, IJR, AAPL, DGRO
|
13F-HR |
7/6/2021, 03:00 PM |
Q1 2021 |
64 |
$176M |
+$2.34M |
-$2.7M |
-$356K |
QQQ, IWB, IJR, AAPL, DGRO
|
13F-HR |
4/7/2021, 03:16 PM |
Q4 2020 |
64 |
$174M |
$0 |
$0 |
|
QQQ, IWB, IJR, AAPL, DGRO
|
13F-HR |
2/22/2021, 03:04 PM |