| Q2 2024 |
73 |
$172M |
+$16.8M |
-$2.33M |
+$14.5M |
BBN, IDV, EMXC, NVDA, JEPI
|
13F-HR |
7/19/2024, 07:46 PM |
| Q1 2024 |
69 |
$161M |
+$9.59M |
-$3.34M |
+$6.24M |
BBN, IDV, EMXC, JEPI, NAD
|
13F-HR |
4/22/2024, 09:52 AM |
| Q4 2023 |
66 |
$147M |
+$7.74M |
-$3.19M |
+$4.55M |
BBN, IDV, EMXC, JEPI, NAD
|
13F-HR |
1/30/2024, 11:04 AM |
| Q3 2023 |
65 |
$130M |
+$31.1M |
-$24.3M |
+$6.79M |
BBN, IDV, EMXC, JEPI, NBB
|
13F-HR |
10/30/2023, 09:33 AM |
| Q2 2023 |
67 |
$130M |
+$2.76M |
-$409K |
+$2.35M |
BBN, VEA, JEPI, EMXC, NBB
|
13F-HR |
7/18/2023, 04:45 PM |
| Q1 2023 |
66 |
$122M |
+$23M |
-$2.83M |
+$20.2M |
BBN, VEA, JEPI, EMXC, NBB
|
13F-HR |
5/4/2023, 04:44 PM |
| Q4 2022 |
61 |
$95.4M |
+$11.1M |
-$8.03M |
+$3.04M |
BBN, VEA, JEPI, EMXC, NBB
|
13F-HR |
1/25/2023, 02:50 PM |
| Q3 2022 |
58 |
$86.6M |
+$6.16M |
-$2.94M |
+$3.22M |
BBN, VEA, NEA, VWO, JEPI
|
13F-HR |
11/14/2022, 01:26 PM |
| Q2 2022 |
62 |
$92.9M |
+$13.5M |
-$9.7M |
+$3.81M |
BBN, VEA, NEA, VWO, JEPI
|
13F-HR |
8/12/2022, 11:52 AM |
| Q1 2022 |
64 |
$104M |
+$25.3M |
-$9.3M |
+$16M |
BBN, VEA, JEPI, NEA, VWO
|
13F-HR |
5/16/2022, 03:45 PM |
| Q4 2021 |
61 |
$95.8M |
$0 |
$0 |
|
BBN, JEPI, VEA, NEA, VWO
|
13F-HR |
2/14/2022, 08:50 PM |