Q2 2024 |
41 |
$206M |
+$11.4M |
-$1.5M |
+$9.89M |
VNQ, SCHP, IEF, DFAC, ESGV
|
13F-HR |
8/1/2024, 06:49 PM |
Q1 2024 |
41 |
$197M |
+$10.7M |
-$6.23M |
+$4.52M |
VNQ, SCHP, IEF, DFAC, VTI
|
13F-HR |
4/18/2024, 12:16 PM |
Q4 2023 |
43 |
$189M |
+$8.08M |
-$19.2M |
-$11.1M |
VNQ, SCHP, IEF, DFAC, VTI
|
13F-HR |
1/22/2024, 08:55 AM |
Q3 2023 |
37 |
$171M |
+$35.9M |
-$3.36M |
+$32.5M |
VNQ, SCHP, IEF, DFAC, VTI
|
13F-HR |
10/25/2023, 09:05 AM |
Q2 2023 |
35 |
$148M |
+$23.3M |
-$310K |
+$22.9M |
VNQ, SCHP, IEF, VTI, VEA
|
13F-HR |
7/13/2023, 02:02 PM |
Q1 2023 |
31 |
$124M |
+$9.34M |
-$3.91M |
+$5.43M |
VNQ, SCHP, IEF, VTI, VEA
|
13F-HR |
4/20/2023, 12:38 PM |
Q4 2022 |
30 |
$115M |
+$13.1M |
-$2.71M |
+$10.3M |
VNQ, SCHP, IEF, VTI, VEA
|
Restatement |
6/13/2023, 03:59 PM |
Q3 2022 |
25 |
$102M |
+$4.7M |
-$1.39M |
+$3.32M |
VNQ, SCHP, IEF, VTI, VEA
|
13F-HR |
10/17/2022, 06:00 PM |
Q2 2022 |
26 |
$110M |
+$17.9M |
-$21.5M |
-$3.56M |
VNQ, SCHP, IEF, VTI, VEA
|
13F-HR |
7/12/2022, 10:33 AM |
Q1 2022 |
26 |
$130M |
+$18.8M |
-$14.4M |
+$4.41M |
VNQ, IEF, TIP, SCHP, VTI
|
13F-HR |
4/29/2022, 03:19 PM |
Q4 2021 |
24 |
$134M |
$0 |
$0 |
|
VNQ, TIP, IEF, VTI, SPXL
|
13F-HR |
2/2/2022, 06:09 PM |