Q3 2024 |
217 |
$313M |
+$82.4M |
-$33.1M |
+$49.3M |
GSLC, AAPL, IVV, JEPI, IUSB
|
13F-HR |
11/7/2024, 10:37 AM |
Q1 2024 |
190 |
$252M |
+$33.8M |
-$29.6M |
+$4.17M |
IVV, TFLO, AAPL, GSLC, JEPI
|
13F-HR |
4/29/2024, 08:50 PM |
Q4 2023 |
172 |
$234M |
+$25.3M |
-$11.9M |
+$13.4M |
IVV, AAPL, TFLO, GSLC, FVD
|
13F-HR |
1/24/2024, 06:03 PM |
Q3 2023 |
154 |
$204M |
+$27M |
-$21.8M |
+$5.22M |
IVV, AAPL, TFLO, GSLC, FVD
|
13F-HR |
10/31/2023, 09:07 PM |
Q2 2023 |
154 |
$207M |
+$7.5M |
-$5.82M |
+$1.68M |
AAPL, IVV, GSLC, FVD, IUSB
|
13F-HR |
7/21/2023, 10:43 AM |
Q1 2023 |
151 |
$195M |
+$29M |
-$20.1M |
+$8.87M |
IVV, AAPL, FVD, GSLC, IUSB
|
13F-HR |
5/10/2023, 05:21 PM |
Q4 2022 |
155 |
$176M |
$0 |
$0 |
|
IVV, AAPL, FVD, GSLC, IUSB
|
Restatement |
2/23/2023, 10:53 AM |