Q3 2024 |
112 |
$246M |
+$25.5M |
-$28M |
-$2.47M |
IVV, SPY, IJH, AAPL, GLD
|
13F-HR |
10/25/2024, 12:25 PM |
Q2 2024 |
114 |
$241M |
+$40.8M |
-$27.5M |
+$13.3M |
IVV, SPY, IJH, AAPL, VEA
|
13F-HR |
7/29/2024, 04:55 PM |
Q1 2024 |
114 |
$222M |
+$45.4M |
-$18.2M |
+$27.2M |
IVV, SPY, IJH, AAPL, VEA
|
13F-HR |
4/26/2024, 03:37 PM |
Q4 2023 |
101 |
$188M |
+$17.3M |
-$21.7M |
-$4.36M |
IVV, IEI, AAPL, VGSH, SPY
|
13F-HR |
1/29/2024, 03:04 PM |
Q3 2023 |
103 |
$175M |
+$19.9M |
-$25.2M |
-$5.25M |
IVV, IEI, VGSH, AAPL, SPY
|
13F-HR |
10/20/2023, 01:42 PM |
Q2 2023 |
95 |
$186M |
+$19M |
-$14.9M |
+$4.19M |
IEI, IVV, AAPL, VGSH, IJH
|
13F-HR |
7/19/2023, 04:54 PM |
Q1 2023 |
97 |
$173M |
+$17.7M |
-$14.5M |
+$3.25M |
IEI, IVV, UUP, VGSH, AAPL
|
13F-HR |
4/26/2023, 10:59 AM |
Q4 2022 |
106 |
$162M |
+$60.1M |
-$38.5M |
+$21.6M |
IEI, IVV, UUP, VGSH, IJH
|
13F-HR |
1/30/2023, 12:48 PM |
Q3 2022 |
96 |
$135M |
+$27M |
-$12.6M |
+$14.4M |
SHY, IVV, AAPL, SPY, UUP
|
13F-HR |
11/1/2022, 04:20 PM |
Q2 2022 |
91 |
$130M |
+$20.6M |
-$21.1M |
-$471K |
IVV, SHY, AAPL, SPY, IJH
|
13F-HR |
7/25/2022, 11:48 AM |
Q1 2022 |
106 |
$156M |
+$37M |
-$27.7M |
+$9.27M |
IVV, AAPL, SPY, MSFT, IJH
|
13F-HR |
4/28/2022, 10:57 AM |
Q4 2021 |
104 |
$154M |
$0 |
$0 |
|
IJH, IVV, AAPL, SPY, MSFT
|
13F-HR |
1/28/2022, 09:49 AM |