| Q2 2024 |
216 |
$142M |
+$4.27M |
-$3.71M |
+$559K |
IEI, BND, VEA, BNDX, AAPL
|
13F-HR |
8/14/2024, 06:16 PM |
| Q1 2024 |
193 |
$142M |
+$11.3M |
-$10.9M |
+$404K |
IEI, BND, VEA, BNDX, MSFT
|
13F-HR |
5/10/2024, 05:57 PM |
| Q4 2023 |
196 |
$137M |
+$2.28M |
-$2.51M |
-$233K |
IEI, BND, VEA, BNDX, MSFT
|
13F-HR |
2/14/2024, 05:52 PM |
| Q3 2023 |
195 |
$124M |
+$2.67M |
-$4.05M |
-$1.38M |
IEI, BND, VEA, BNDX, AAPL
|
13F-HR |
11/9/2023, 04:10 PM |
| Q2 2023 |
193 |
$131M |
+$1.19M |
-$4.64M |
-$3.45M |
IEI, BND, VEA, BNDX, AAPL
|
Restatement |
8/25/2023, 04:25 PM |
| Q1 2023 |
201 |
$130M |
+$38.2M |
-$37.6M |
+$569K |
IEI, BND, VEA, BNDX, AAPL
|
13F-HR |
5/15/2023, 05:32 PM |
| Q4 2022 |
205 |
$125M |
+$5.63M |
-$7.08M |
-$1.45M |
IEI, AGG, EFA, BNDX, GLD
|
13F-HR |
2/13/2023, 07:09 PM |
| Q3 2022 |
200 |
$116M |
+$924K |
-$1.29M |
-$363K |
IEI, AGG, EFA, BNDX, SHV
|
13F-HR |
11/23/2022, 02:08 PM |
| Q2 2022 |
217 |
$124M |
+$5.82M |
-$2.52M |
+$3.3M |
IEI, AGG, EFA, BNDX, GLD
|
13F-HR |
8/3/2022, 02:22 PM |
| Q1 2022 |
192 |
$139M |
+$19.7M |
-$15.9M |
+$3.72M |
IEI, AGG, EFA, BNDX, UNP
|
13F-HR |
7/21/2022, 02:37 PM |
| Q4 2021 |
203 |
$143M |
$0 |
$0 |
|
IEI, AGG, EFA, BNDX, SHV
|
13F-HR |
2/14/2022, 03:30 PM |