Q3 2024 |
50 |
$172M |
+$10.5M |
-$380K |
+$10.1M |
QQQ, MOAT, BIV, USMV, SPGP
|
13F-HR |
10/10/2024, 02:22 PM |
Q2 2024 |
45 |
$154M |
+$1.18M |
-$925K |
+$252K |
QQQ, MOAT, BIV, USMV, SPGP
|
13F-HR |
7/23/2024, 04:20 PM |
Q1 2024 |
45 |
$153M |
+$29.5M |
-$12.8M |
+$16.6M |
QQQ, MOAT, BIV, USMV, SPGP
|
13F-HR |
5/1/2024, 01:46 PM |
Q4 2023 |
38 |
$130M |
+$17.5M |
-$10.2M |
+$7.25M |
QQQ, MOAT, USMV, BIV, BND
|
13F-HR |
2/2/2024, 04:05 PM |
Q3 2023 |
29 |
$114M |
+$1.59M |
-$3.35M |
-$1.76M |
QQQ, MOAT, BIV, USMV, BSV
|
13F-HR |
10/30/2023, 01:26 PM |
Q2 2023 |
29 |
$120M |
+$9.8M |
-$684K |
+$9.12M |
QQQ, MOAT, BIV, USMV, BSV
|
13F-HR |
7/19/2023, 12:56 PM |
Q1 2023 |
29 |
$107M |
+$5.18M |
-$4.57M |
+$606K |
QQQ, MOAT, USMV, BIV, BSV
|
13F-HR |
5/4/2023, 02:51 PM |
Q4 2022 |
32 |
$102M |
+$3.92M |
-$2.86M |
+$1.06M |
USMV, MOAT, QQQ, VYM, BSV
|
13F-HR |
1/24/2023, 09:25 AM |
Q3 2022 |
27 |
$95.4M |
+$6.28M |
-$6.71M |
-$433K |
QQQ, USMV, MOAT, BIV, BSV
|
13F-HR |
11/3/2022, 04:21 PM |
Q2 2022 |
77 |
$101M |
+$5.42M |
-$91.2K |
+$5.33M |
USMV, MOAT, QQQ, BIV, BSV
|
13F-HR |
7/21/2022, 12:42 PM |
Q1 2022 |
24 |
$108M |
+$2.71M |
-$2.58M |
+$131K |
QQQ, USMV, MOAT, BIV, VYM
|
13F-HR |
4/21/2022, 11:33 AM |
Q4 2021 |
26 |
$113M |
$0 |
$0 |
|
QQQ, USMV, MOAT, BIV, VYM
|
13F-HR |
2/2/2022, 03:14 PM |