| Q2 2024 |
18 |
$7.47M |
+$767K |
-$17.6M |
-$16.8M |
AAPL, FBND, CGUS, VTV, IXUS
|
13F-HR |
8/14/2024, 09:55 AM |
| Q1 2024 |
18 |
$23.8M |
+$4.24M |
-$89.2M |
-$84.9M |
FBND, CGUS, VTV, AAPL, IXUS
|
13F-HR |
5/2/2024, 09:19 PM |
| Q4 2023 |
55 |
$107M |
+$35M |
-$87.7M |
-$52.6M |
FBND, VTV, AAPL, IVV, IXUS
|
13F-HR |
1/23/2024, 02:10 PM |
| Q3 2023 |
95 |
$146M |
+$6.08M |
-$6.39M |
-$316K |
AAPL, VTV, VYMI, IVV, MSFT
|
13F-HR |
10/13/2023, 10:38 AM |
| Q2 2023 |
93 |
$154M |
+$3.47M |
-$9.06M |
-$5.59M |
AAPL, VTV, VYMI, IVV, MSFT
|
13F-HR |
7/17/2023, 09:48 PM |
| Q1 2023 |
93 |
$150M |
+$2.34M |
-$1.02M |
+$1.32M |
VTV, AAPL, VYMI, IVV, MSFT
|
13F-HR |
4/20/2023, 09:39 PM |
| Q4 2022 |
88 |
$141M |
$0 |
$0 |
|
VTV, AAPL, VYMI, IVV, JPM
|
13F-HR |
1/25/2023, 08:54 AM |
| Q3 2022 |
0 |
|
|
|
|
|
13F-NT |
11/14/2022, 08:38 AM |
| Q2 2022 |
0 |
|
|
|
|
|
13F-NT |
8/8/2022, 11:58 AM |
| Q1 2022 |
0 |
|
|
|
|
|
13F-NT |
5/12/2022, 03:38 PM |
| Q4 2021 |
0 |
|
|
|
|
|
13F-NT |
1/25/2022, 01:44 PM |
| Q3 2021 |
0 |
|
|
|
|
|
13F-NT |
11/29/2021, 09:11 AM |
| Q2 2021 |
0 |
|
|
|
|
|
13F-NT |
8/25/2021, 01:57 PM |
| Q1 2021 |
0 |
|
|
|
|
|
13F-NT |
8/25/2021, 01:54 PM |
| Q4 2020 |
0 |
|
|
|
|
|
13F-NT |
8/25/2021, 01:22 PM |