| Q2 2024 |
37 |
$264M |
+$49.9M |
-$33.3M |
+$16.6M |
JCPB, VGSH, SCHD, BND, IAU
|
13F-HR |
8/12/2024, 03:09 PM |
| Q1 2024 |
38 |
$246M |
+$73M |
-$24.1M |
+$48.9M |
JCPB, VGSH, SCHD, JMUB, IAU
|
13F-HR |
4/23/2024, 03:47 PM |
| Q4 2023 |
32 |
$192M |
+$51.5M |
-$11.1M |
+$40.4M |
JCPB, SCHD, SPTL, IAU, SCHG
|
13F-HR |
2/6/2024, 01:16 PM |
| Q3 2023 |
30 |
$141M |
+$13M |
-$25.1M |
-$12.1M |
JCPB, SPTL, SCHD, JMUB, MSFT
|
13F-HR |
10/16/2023, 10:58 AM |
| Q2 2023 |
34 |
$159M |
+$17.8M |
-$3.65M |
+$14.2M |
JCPB, SCHD, SPTL, JMUB, TLT
|
13F-HR |
7/26/2023, 05:40 PM |
| Q1 2023 |
33 |
$143M |
+$8.06M |
-$5.85M |
+$2.21M |
JCPB, SCHD, SPTL, JMUB, TLT
|
13F-HR |
5/5/2023, 02:09 PM |
| Q4 2022 |
36 |
$139M |
+$37.2M |
-$33.5M |
+$3.71M |
JCPB, SCHD, SPTL, JMUB, TLT
|
13F-HR |
2/14/2023, 07:13 PM |
| Q3 2022 |
38 |
$120M |
+$32.3M |
-$14.4M |
+$18M |
SCHD, SPTL, JCPB, IAU, COM
|
13F-HR |
2/14/2023, 07:11 PM |
| Q2 2022 |
35 |
$101M |
+$15.7M |
-$13.2M |
+$2.46M |
SCHD, SPTL, COM, SCHP, IAU
|
13F-HR |
2/14/2023, 07:09 PM |
| Q1 2022 |
35 |
$119M |
+$8.88M |
-$15.5M |
-$6.63M |
SCHD, SPTL, COM, VTEB, SCHP
|
13F-HR |
2/14/2023, 07:06 PM |
| Q4 2021 |
37 |
$129M |
+$15.7M |
-$119M |
-$103M |
SCHD, SCHP, SPTL, COM, VTEB
|
13F-HR |
2/14/2023, 07:04 PM |
| Q3 2021 |
33 |
$108M |
+$12.1M |
-$19.5M |
-$7.35M |
SCHD, SPTL, SCHP, VTEB, MSFT
|
13F-HR |
2/14/2023, 07:02 PM |
| Q2 2021 |
33 |
$124M |
+$17.8M |
-$27.6M |
-$9.79M |
SCHD, SPTL, IAU, SCHP, COM
|
13F-HR |
2/14/2023, 07:00 PM |
| Q1 2021 |
34 |
$108M |
+$14.3M |
-$5.6M |
+$8.67M |
SCHD, IAU, SPTL, SCHP, VTEB
|
13F-HR |
2/14/2023, 06:58 PM |
| Q4 2020 |
32 |
$99.2M |
$0 |
$0 |
|
SCHD, IAU, SPTL, SCHP, VTEB
|
13F-HR |
2/14/2023, 06:56 PM |