Q3 2024 |
53 |
$175M |
+$14.6M |
-$8.85M |
+$5.73M |
SPLG, VCIT, UCON, PYLD, VO
|
13F-HR |
10/24/2024, 02:06 PM |
Q2 2024 |
53 |
$161M |
+$15.9M |
-$5.38M |
+$10.5M |
SPLG, VCIT, UCON, PYLD, VO
|
13F-HR |
8/6/2024, 09:15 PM |
Q1 2024 |
48 |
$151M |
+$25M |
-$13.2M |
+$11.8M |
SPLG, VCIT, UCON, VO, AVUV
|
13F-HR |
4/29/2024, 11:41 AM |
Q4 2023 |
41 |
$133M |
+$18.3M |
-$17M |
+$1.29M |
SPLG, VCIT, UCON, VO, AVUV
|
13F-HR |
1/25/2024, 11:23 AM |
Q3 2023 |
52 |
$122M |
+$24.6M |
-$25.5M |
-$850K |
SPLG, VCIT, UCON, VO, JEPI
|
13F-HR |
10/27/2023, 12:20 PM |
Q2 2023 |
50 |
$127M |
+$14.3M |
-$9.59M |
+$4.74M |
SPLG, JPST, VO, JEPI, AVUV
|
13F-HR |
8/3/2023, 09:02 PM |
Q1 2023 |
50 |
$119M |
+$17.2M |
-$12.3M |
+$4.93M |
JEPI, SPLG, JPST, DVY, VO
|
13F-HR |
5/1/2023, 05:53 PM |
Q4 2022 |
50 |
$111M |
+$10.1M |
-$9.41M |
+$723K |
JEPI, JPST, SPLG, DVY, VO
|
13F-HR |
2/9/2023, 10:52 AM |
Q3 2022 |
45 |
$105M |
+$20.4M |
-$11.3M |
+$9.13M |
JEPI, JPST, SPLG, DVY, VO
|
13F-HR |
11/14/2022, 10:19 AM |
Q2 2022 |
47 |
$101M |
+$33.7M |
-$45.6M |
-$11.9M |
JPST, SPLG, JEPI, DVY, VO
|
13F-HR |
7/20/2022, 02:51 PM |
Q1 2022 |
56 |
$128M |
+$41M |
-$29.1M |
+$11.9M |
SPLG, VO, HYS, PFF, JEPI
|
13F-HR |
5/2/2022, 01:13 PM |
Q4 2021 |
52 |
$122M |
$0 |
$0 |
|
SPLG, SPYG, VO, JPST, VHT
|
13F-HR |
2/16/2022, 01:52 PM |