| Q4 2023 |
461 |
$186M |
+$19.9M |
-$12.9M |
+$7.03M |
IVV, SPY, AAPL, IUSB, MSFT
|
13F-HR |
2/6/2024, 02:37 PM |
| Q3 2023 |
472 |
$163M |
+$20.6M |
-$23M |
-$2.5M |
IVV, SPY, AAPL, IUSB, QUAL
|
13F-HR |
11/13/2023, 12:51 PM |
| Q2 2023 |
148 |
$170M |
+$25.6M |
-$20.8M |
+$4.73M |
IVV, NVDA, SPY, AAPL, IUSB
|
13F-HR |
7/24/2023, 03:29 PM |
| Q1 2023 |
133 |
$150M |
+$30.8M |
-$17.5M |
+$13.3M |
IVV, NVDA, SPY, ESGU, AAPL
|
13F-HR |
4/26/2023, 07:34 PM |
| Q4 2022 |
119 |
$123M |
+$52M |
-$9.96M |
+$42.1M |
IVV, ESGU, NVDA, IUSB, AAPL
|
13F-HR |
2/2/2023, 09:58 AM |
| Q3 2022 |
52 |
$76.6M |
+$8.71M |
-$2.91M |
+$5.79M |
IVV, ESGU, IUSB, EFV, EFG
|
13F-HR |
10/20/2022, 06:43 PM |
| Q2 2022 |
56 |
$76.2M |
+$10.5M |
-$8.94M |
+$1.56M |
IVV, ESGU, EFV, IUSB, IWF
|
13F-HR |
7/15/2022, 05:52 PM |
| Q1 2022 |
62 |
$87.4M |
+$16.2M |
-$13.8M |
+$2.38M |
IVV, ESGU, EFV, IUSB, IWF
|
13F-HR |
5/9/2022, 06:27 PM |
| Q4 2021 |
75 |
$88.4M |
$0 |
$0 |
|
IVV, ESGU, SPY, AAPL, IWF
|
13F-HR |
5/2/2022, 05:11 PM |