| Q2 2024 |
185 |
$314M |
+$44.5M |
-$30.3M |
+$14.2M |
BND, SCHX, VIG, VTI, QQQE
|
13F-HR |
7/12/2024, 02:38 PM |
| Q1 2024 |
179 |
$301M |
+$58.5M |
-$36.2M |
+$22.3M |
BND, SCHX, VIG, QQQE, EMXC
|
13F-HR |
4/25/2024, 12:21 PM |
| Q4 2023 |
167 |
$270M |
+$33.7M |
-$33.9M |
-$118K |
BND, SCHX, JEPI, QQQE, SHY
|
13F-HR |
1/26/2024, 05:26 PM |
| Q3 2023 |
163 |
$253M |
+$30.6M |
-$21.1M |
+$9.54M |
BND, VEA, JEPI, EEMV, SHY
|
13F-HR |
11/6/2023, 06:01 PM |
| Q2 2023 |
175 |
$251M |
+$27.9M |
-$12.8M |
+$15.1M |
BND, VEA, MGK, EEMV, JEPI
|
13F-HR |
7/14/2023, 05:38 PM |
| Q1 2023 |
169 |
$227M |
+$55.8M |
-$28.3M |
+$27.5M |
BND, VEA, EEMV, JEPI, MGK
|
13F-HR |
4/19/2023, 08:27 PM |
| Q4 2022 |
164 |
$190M |
$0 |
$0 |
|
VEA, VYM, BND, JEPI, EEMV
|
13F-HR |
2/13/2023, 04:30 PM |