Q3 2024 |
175 |
$160M |
+$22.5M |
-$15.7M |
+$6.82M |
AAPL, BIV, DVYE, VIGI, VCIT
|
13F-HR |
11/8/2024, 07:27 PM |
Q2 2024 |
159 |
$144M |
+$19.3M |
-$97.8M |
-$78.5M |
AAPL, BIV, VIGI, SPSB, DVYE
|
13F-HR |
8/9/2024, 07:45 PM |
Q1 2024 |
188 |
$216M |
+$138M |
-$9.48M |
+$129M |
BIV, SPSB, VIGI, DVYE, IGIB
|
13F-HR |
4/22/2024, 06:29 PM |
Q4 2023 |
130 |
$86.9M |
+$14.5M |
-$52.7M |
-$38.2M |
BIV, SPY, VIGI, DVYE, VCIT
|
13F-HR |
1/10/2024, 02:25 PM |
Q3 2023 |
154 |
$118M |
+$36.8M |
-$27M |
+$9.72M |
BIV, SPSB, DVYE, VIGI, IGIB
|
13F-HR |
11/16/2023, 11:13 AM |
Q2 2023 |
158 |
$111M |
+$9.88M |
-$11.1M |
-$1.27M |
BIV, SPSB, VIG, IGIB, VIGI
|
13F-HR |
11/20/2023, 06:30 PM |
Q1 2023 |
154 |
$109M |
$0 |
$0 |
|
BIV, SPSB, IGIB, VIG, VIGI
|
13F-HR |
11/20/2023, 06:29 PM |