Q3 2024 |
34 |
$200M |
+$28.3M |
-$22.2M |
+$6.11M |
SCHB, LQD, SCHD, TLH, TLT
|
13F-HR |
11/12/2024, 10:08 AM |
Q2 2024 |
31 |
$183M |
+$15M |
-$8.78M |
+$6.17M |
SCHB, LQD, SCHD, TLH, TLT
|
13F-HR |
7/26/2024, 04:57 PM |
Q1 2024 |
26 |
$176M |
+$3.93M |
-$3.55M |
+$383K |
SCHB, SCHD, LQD, TLH, TLT
|
13F-HR |
4/26/2024, 12:35 PM |
Q4 2023 |
20 |
$170M |
+$11.9M |
-$11.7M |
+$243K |
SCHB, SCHD, LQD, TLH, TLT
|
13F-HR |
2/9/2024, 03:58 PM |
Q3 2023 |
20 |
$155M |
+$6.56M |
-$3.87M |
+$2.68M |
SCHB, SCHD, LQD, TLH, TLT
|
13F-HR |
11/9/2023, 06:45 PM |
Q2 2023 |
20 |
$160M |
+$3.22M |
-$682K |
+$2.54M |
SCHB, SCHD, TLH, TLT, LQD
|
13F-HR |
8/4/2023, 05:26 PM |
Q1 2023 |
18 |
$155M |
+$1.93M |
-$964K |
+$967K |
SCHB, SCHD, TLH, TLT, LQD
|
13F-HR |
4/28/2023, 04:48 PM |
Q4 2022 |
19 |
$147M |
+$57.8M |
-$51M |
+$6.75M |
SCHB, SCHD, TLH, TLT, SCHZ
|
13F-HR |
2/6/2023, 06:38 PM |
Q3 2022 |
19 |
$135M |
+$2.49M |
-$2.71M |
-$224K |
SCHB, SCHD, USFR, SCHO, STIP
|
13F-HR |
10/24/2022, 03:51 PM |
Q2 2022 |
20 |
$141M |
+$4.17M |
-$2.37M |
+$1.81M |
SCHB, SCHD, USFR, SCHO, STIP
|
13F-HR |
8/10/2022, 04:57 PM |
Q1 2022 |
20 |
$155M |
+$65.4M |
-$32.5M |
+$32.9M |
SCHB, SCHD, USFR, SCHO, FPE
|
13F-HR |
5/5/2022, 07:21 PM |
Q4 2021 |
22 |
$151M |
$0 |
$0 |
|
SCHB, SCHD, SCHR, USFR, FPE
|
13F-HR |
2/11/2022, 04:41 PM |