Q3 2024 |
95 |
$224M |
+$42.7M |
-$51.4M |
-$8.7M |
VOO, DGRO, OMFL, JEPI, IXUS
|
13F-HR |
11/12/2024, 11:20 AM |
Q2 2024 |
86 |
$226M |
+$21.8M |
-$4.44M |
+$17.3M |
VOO, FBND, IXUS, OMFL, JEPI
|
13F-HR |
7/25/2024, 04:23 PM |
Q1 2024 |
82 |
$203M |
+$8.17M |
-$3.38M |
+$4.78M |
VOO, FBND, OMFL, IXUS, JEPI
|
13F-HR |
4/17/2024, 12:28 PM |
Q4 2023 |
73 |
$189M |
+$23.9M |
-$5.61M |
+$18.3M |
VOO, FBND, OMFL, IXUS, JEPI
|
13F-HR |
2/7/2024, 03:17 PM |
Q3 2023 |
74 |
$162M |
+$45.3M |
-$31.4M |
+$13.9M |
VOO, FBND, OMFL, IXUS, JEPI
|
13F-HR |
11/21/2023, 10:28 AM |
Q2 2023 |
82 |
$148M |
+$90.2M |
-$80M |
+$10.2M |
VOO, VYM, FBND, IXUS, IUSG
|
13F-HR |
8/3/2023, 11:54 AM |
Q1 2023 |
86 |
$135M |
+$21.1M |
-$12M |
+$9.1M |
SPLG, SPAB, SPDW, VYM, SPYG
|
13F-HR |
4/26/2023, 11:08 AM |
Q4 2022 |
69 |
$119M |
$0 |
$0 |
|
SPLG, SPAB, SPDW, SPYG, DTD
|
13F-HR |
2/13/2023, 12:49 PM |