| Q2 2024 |
69 |
$101M |
+$39M |
-$6.42M |
+$32.5M |
VOOG, SGOV, BILS, SPDW, RWK
|
13F-HR |
8/7/2024, 04:40 PM |
| Q1 2024 |
60 |
$69.5M |
+$7.39M |
-$2M |
+$5.39M |
SPDW, RWK, SGOV, MOAT, EMXC
|
13F-HR |
5/7/2024, 04:32 PM |
| Q4 2023 |
56 |
$60.6M |
+$12.1M |
-$8.48M |
+$3.58M |
SPDW, RWK, SGOV, MOAT, VONE
|
13F-HR |
2/13/2024, 09:01 AM |
| Q3 2023 |
57 |
$52.6M |
+$4.7M |
-$4.28M |
+$419K |
SPDW, PHDG, SGOV, RWK, MOAT
|
13F-HR |
11/13/2023, 02:55 PM |
| Q2 2023 |
61 |
$53.9M |
+$11.3M |
-$20.4M |
-$9.14M |
SPDW, PHDG, RWK, SGOV, MOAT
|
13F-HR |
8/2/2023, 03:15 PM |
| Q1 2023 |
70 |
$61.8M |
+$14.5M |
-$29.7M |
-$15.2M |
SPDW, IVE, PHDG, VO, MOAT
|
13F-HR |
5/15/2023, 06:05 PM |
| Q4 2022 |
62 |
$75.7M |
+$11M |
-$14.4M |
-$3.4M |
VO, IVE, SPDW, IJR, FLTR
|
13F-HR |
2/8/2023, 07:58 AM |
| Q3 2022 |
55 |
$74.4M |
+$3.03M |
-$18M |
-$15M |
FLTR, VO, IVE, TIP, VGIT
|
13F-HR |
11/1/2022, 09:12 AM |
| Q2 2022 |
62 |
$94.4M |
+$9.26M |
-$9.3M |
-$40.7K |
VGIT, TIP, FLTR, VO, IVE
|
13F-HR |
7/27/2022, 02:05 PM |
| Q1 2022 |
69 |
$106M |
+$16.3M |
-$10.1M |
+$6.22M |
VGIT, IVE, VO, LQD, SPDW
|
13F-HR |
5/5/2022, 08:47 AM |
| Q4 2021 |
57 |
$101M |
$0 |
$0 |
|
VGIT, LQD, IVE, SPDW, VO
|
13F-HR |
2/2/2022, 12:20 PM |