| Q2 2024 |
124 |
$383M |
+$24.3M |
-$19.2M |
+$5.11M |
VTI, IVV, IBTE, IVW, VEU
|
13F-HR |
8/14/2024, 06:24 PM |
| Q1 2024 |
112 |
$379M |
+$196M |
-$145M |
+$51.3M |
VTI, IBTE, IVV, VEU, QUAL
|
13F-HR |
5/15/2024, 10:50 AM |
| Q4 2023 |
159 |
$316M |
+$183M |
-$3.75M |
+$179M |
AAPL, IBTE, QUAL, JPM, IBTF
|
13F-HR |
1/30/2024, 04:31 PM |
| Q3 2023 |
46 |
$127M |
+$51.7M |
-$43.1M |
+$8.55M |
IBTE, AAPL, COP, IBTF, QQQ
|
13F-HR |
10/23/2023, 01:19 PM |
| Q2 2023 |
40 |
$122M |
+$39.3M |
-$32.8M |
+$6.49M |
IBTE, QQQ, SPTL, QUAL, IBHE
|
13F-HR |
7/20/2023, 02:57 PM |
| Q1 2023 |
45 |
$111M |
+$39.7M |
-$99.8M |
-$60M |
IBTE, AAPL, COP, IBDP, IBHE
|
Restatement |
5/5/2023, 02:57 PM |
| Q4 2022 |
120 |
$171M |
+$110M |
-$134M |
-$24.1M |
IBTE, COP, JPM, MRK, MPC
|
13F-HR |
2/13/2023, 10:37 AM |
| Q3 2022 |
84 |
$192M |
+$63M |
-$95.5M |
-$32.5M |
VTI, IVV, COP, VEU, AAPL
|
13F-HR |
11/3/2022, 10:48 AM |
| Q2 2022 |
79 |
$219M |
$0 |
$0 |
|
VTI, VEU, IVV, AAPL, MBB
|
13F-HR |
8/12/2022, 12:23 PM |
| Q1 2022 |
90 |
$199M |
+$59.8M |
-$105M |
-$45.5M |
VTI, IVV, AAPL, VEU, COP
|
13F-HR |
8/19/2022, 02:38 PM |
| Q4 2021 |
123 |
$260M |
$0 |
$0 |
|
VTI, VEU, IVV, AAPL, MBB
|
13F-HR |
2/4/2022, 02:54 PM |