Q2 2024 |
221 |
$210M |
+$21.2M |
-$18.8M |
+$2.4M |
BND, GVI, GUNR, VTV, VUG
|
13F-HR |
7/24/2024, 03:43 PM |
Q1 2024 |
233 |
$210M |
+$16.3M |
-$12.9M |
+$3.41M |
BND, GVI, VUG, GUNR, EFA
|
Restatement |
4/19/2024, 12:42 PM |
Q4 2023 |
237 |
$205M |
+$56.1M |
-$18M |
+$38.1M |
BND, GVI, HBNC, GUNR, VUG
|
13F-HR |
1/16/2024, 04:38 PM |
Q3 2023 |
232 |
$156M |
+$12.2M |
-$7.95M |
+$4.28M |
GVI, BND, HBNC, PFE, EFA
|
13F-HR |
10/24/2023, 02:29 PM |
Q2 2023 |
224 |
$157M |
+$10M |
-$5.89M |
+$4.13M |
GVI, BND, HBNC, PFE, EFA
|
13F-HR |
8/3/2023, 09:00 AM |
Q1 2023 |
174 |
$157M |
+$1.18M |
-$9.7M |
-$8.52M |
GVI, BND, HBNC, PFE, SDY
|
13F-HR |
5/5/2023, 08:56 AM |
Q4 2022 |
201 |
$178M |
|
|
|
GVI, BND, HBNC, PFE, IVV
|
13F-HR |
2/9/2023, 03:07 PM |
Q3 2020 |
244 |
$70.5M |
+$2.68M |
-$1.05M |
+$1.63M |
HBNC, PFE, IVV, VTI, MSFT
|
13F-HR |
11/12/2020, 10:48 AM |
Q2 2020 |
243 |
$93.1M |
+$30.6M |
-$9.41M |
+$21.2M |
HBNC, PFE, IVV, VTI, MSFT
|
13F-HR |
8/10/2020, 03:47 PM |
Q1 2020 |
260 |
$64.7M |
+$3.8M |
-$12.3M |
-$8.45M |
HBNC, PFE, MSFT, VTI, IVV
|
13F-HR |
4/20/2020, 03:26 PM |
Q4 2019 |
268 |
$99.5M |
|
|
|
PFE, IVV, VTI, MMM, MSFT
|
13F-HR |
2/11/2020, 02:06 PM |