Q1 2024 |
143 |
$201M |
+$12.7M |
-$22M |
-$9.24M |
IVV, SHY, NVDA, RAAX, TLH
|
13F-HR |
5/6/2024, 05:57 PM |
Q4 2023 |
141 |
$191M |
+$20.4M |
-$26.6M |
-$6.27M |
IVV, SHY, RAAX, TLH, NVDA
|
13F-HR |
2/12/2024, 09:18 AM |
Q3 2023 |
139 |
$183M |
+$15.1M |
-$19.7M |
-$4.61M |
IVV, SHY, AAPL, RAAX, TLH
|
13F-HR |
11/2/2023, 04:20 PM |
Q2 2023 |
147 |
$194M |
+$17.9M |
-$7.66M |
+$10.2M |
IVV, SHY, AAPL, RAAX, TLH
|
13F-HR |
7/20/2023, 03:48 PM |
Q1 2023 |
152 |
$174M |
+$50.3M |
-$22.9M |
+$27.4M |
IVV, RAAX, SHY, AAPL, FVD
|
13F-HR |
4/26/2023, 07:08 PM |
Q4 2022 |
95 |
$137M |
+$11.9M |
-$7.53M |
+$4.33M |
IVV, RAAX, FVD, VO, SPTM
|
13F-HR |
1/23/2023, 09:50 AM |
Q3 2022 |
84 |
$127M |
+$14.1M |
-$22.7M |
-$8.67M |
IVV, RAAX, FVD, TSLA, VO
|
Restatement |
10/26/2022, 05:55 PM |
Q2 2022 |
94 |
$148M |
+$40.5M |
-$18.7M |
+$21.8M |
IVV, RAAX, FVD, BIV, SCHZ
|
13F-HR |
8/5/2022, 12:32 PM |
Q1 2022 |
99 |
$149M |
+$19.2M |
-$10.6M |
+$8.63M |
IVV, FVD, TSLA, VO, SPTM
|
13F-HR |
4/22/2022, 03:14 PM |
Q4 2021 |
91 |
$148M |
+$9.9M |
-$6.45M |
+$3.45M |
IVV, FVD, TSLA, VO, SPTM
|
13F-HR |
1/20/2022, 12:18 PM |
Q3 2021 |
89 |
$131M |
+$19.6M |
-$3.67M |
+$15.9M |
IVV, FVD, TSLA, VO, SPTM
|
13F-HR |
11/5/2021, 10:04 AM |
Q2 2021 |
87 |
$111M |
+$12.8M |
-$9.4M |
+$3.42M |
IVV, VO, TSLA, DGRO, UPS
|
13F-HR |
8/6/2021, 04:55 PM |
Q1 2021 |
87 |
$109M |
$0 |
$0 |
|
IVV, FVD, TSLA, SPTM, DGRO
|
13F-HR |
4/30/2021, 04:22 PM |