| Q2 2024 |
87 |
$61.6M |
+$4.15M |
-$4.02M |
+$123K |
IVV, MSFT, NVDA, IVE, VTV
|
13F-HR |
8/14/2024, 11:47 AM |
| Q1 2024 |
86 |
$62.2M |
+$8.09M |
-$11.7M |
-$3.62M |
IVV, MSFT, IVE, VTV, SPYD
|
13F-HR |
5/9/2024, 03:06 PM |
| Q4 2023 |
79 |
$60.4M |
+$11.5M |
-$10.9M |
+$564K |
IVV, SGOV, SPYD, IVE, VTV
|
13F-HR |
2/12/2024, 12:28 PM |
| Q3 2023 |
73 |
$54.8M |
+$3.72M |
-$4.4M |
-$678K |
IVV, SPYD, IVE, MSFT, VTV
|
13F-HR |
10/30/2023, 11:38 AM |
| Q2 2023 |
77 |
$57.2M |
+$8.15M |
-$3.76M |
+$4.4M |
IVV, SPYD, IVE, MSFT, VTV
|
13F-HR |
8/14/2023, 09:39 AM |
| Q1 2023 |
70 |
$50.3M |
+$10.7M |
-$6.97M |
+$3.77M |
IVV, SPYD, IVE, MSFT, VTV
|
13F-HR |
5/10/2023, 10:07 AM |
| Q4 2022 |
65 |
$45.3M |
$0 |
$0 |
|
SPYD, IVV, IVE, EMNT, MSFT
|
13F-HR |
2/13/2023, 05:06 PM |