Q3 2024 |
50 |
$115M |
+$16.5M |
-$52.3M |
-$35.8M |
PSFF, SPLG, IVV, IUSB, VEA
|
13F-HR |
10/21/2024, 12:01 PM |
Q2 2024 |
148 |
$146M |
+$25.2M |
-$13.5M |
+$11.7M |
PSFF, SPLG, IVV, IUSB, QUAL
|
13F-HR |
7/31/2024, 12:25 PM |
Q1 2024 |
143 |
$133M |
+$23.5M |
-$11.5M |
+$12M |
PSFF, IVV, SPLG, IUSB, QUAL
|
13F-HR |
5/14/2024, 01:10 PM |
Q4 2023 |
109 |
$115M |
+$13.2M |
-$15.9M |
-$2.77M |
PSFF, IVV, SPLG, QUAL, IUSB
|
13F-HR |
2/14/2024, 03:35 PM |
Q3 2023 |
101 |
$109M |
+$13.7M |
-$13.2M |
+$532K |
PSFF, SPLG, IVV, IUSB, QUAL
|
13F-HR |
11/15/2023, 02:56 PM |
Q2 2023 |
100 |
$112M |
+$22.3M |
-$9.62M |
+$12.7M |
PSFF, IVV, SPLG, QUAL, IUSB
|
13F-HR |
8/14/2023, 01:20 PM |
Q1 2023 |
78 |
$96.2M |
+$2.49M |
-$4.71M |
-$2.21M |
PSFF, IVV, SPLG, ESGU, IUSB
|
13F-HR |
6/7/2023, 11:59 AM |
Q4 2022 |
79 |
$96.1M |
+$7.89M |
-$8.38M |
-$485K |
PSFF, IVV, SPLG, ESGU, IUSB
|
13F-HR |
1/20/2023, 04:31 PM |
Q3 2022 |
83 |
$92M |
+$15.3M |
-$9.31M |
+$5.96M |
PSFF, ESGU, IVV, SPLG, IUSB
|
13F-HR |
11/4/2022, 12:29 PM |
Q2 2022 |
72 |
$91.3M |
+$6.03M |
-$21.1M |
-$15.1M |
PSFF, ESGU, IVV, SPLG, GOVT
|
13F-HR |
8/11/2022, 04:05 PM |
Q1 2022 |
87 |
$110M |
+$17.2M |
-$6.04M |
+$11.2M |
PSFF, ESGU, IVV, SPLG, EFV
|
13F-HR |
5/10/2022, 04:42 PM |
Q4 2021 |
81 |
$104M |
$0 |
$0 |
|
PSFF, ESGU, IVV, SPLG, EFV
|
13F-HR |
2/11/2022, 12:12 PM |