Q2 2024 |
88 |
$125M |
+$19.5M |
-$10.6M |
+$8.88M |
IVV, IUSB, IBIT, DFAC, QUAL
|
13F-HR |
8/13/2024, 01:29 PM |
Q1 2024 |
91 |
$116M |
+$19.7M |
-$9.74M |
+$9.96M |
IVV, IUSB, DFAC, DCOR, EFV
|
13F-HR |
5/14/2024, 02:05 PM |
Q4 2023 |
79 |
$98.2M |
+$9.43M |
-$13M |
-$3.58M |
IVV, IUSB, DFAC, DCOR, QUAL
|
13F-HR |
2/13/2024, 05:45 PM |
Q3 2023 |
88 |
$92.5M |
+$13.3M |
-$23.9M |
-$10.6M |
IVV, DFAC, IUSB, EFV, QUAL
|
13F-HR |
11/13/2023, 06:38 PM |
Q2 2023 |
77 |
$107M |
+$18.7M |
-$12.6M |
+$6.08M |
IUSB, IVV, DFAC, MBB, GOVT
|
13F-HR |
8/11/2023, 01:29 PM |
Q1 2023 |
73 |
$101M |
+$20.3M |
-$7.04M |
+$13.3M |
IUSB, IVV, ESGU, MBB, MSFT
|
13F-HR |
5/15/2023, 04:02 PM |
Q4 2022 |
66 |
$86.9M |
+$12.1M |
-$11.4M |
+$703K |
IVV, IUSB, ESGU, GOVT, MBB
|
13F-HR |
2/10/2023, 12:55 PM |
Q3 2022 |
68 |
$90.4M |
+$31.4M |
-$20.1M |
+$11.3M |
IVV, GOVT, ESGU, IUSB, GOOGL
|
13F-HR |
11/14/2022, 10:11 AM |
Q2 2022 |
62 |
$98.8M |
+$5.54M |
-$3.56M |
+$1.97M |
GOVT, ESGU, SCHJ, SPLG, MBB
|
13F-HR |
8/12/2022, 06:41 PM |
Q1 2022 |
58 |
$106M |
+$5.35M |
-$968K |
+$4.38M |
GOVT, ESGU, SPLG, MBB, FALN
|
13F-HR |
5/13/2022, 08:20 PM |
Q4 2021 |
58 |
$116M |
+$11.2M |
-$4.49M |
+$6.74M |
GOVT, ESGU, SCHJ, SPLG, MBB
|
13F-HR |
2/11/2022, 03:05 PM |
Q3 2021 |
58 |
$104M |
+$13.5M |
-$10.7M |
+$2.81M |
ESGU, GOVT, SPLG, SCHJ, MBB
|
13F-HR |
11/12/2021, 03:34 PM |
Q2 2021 |
60 |
$102M |
+$4.27M |
-$776K |
+$3.5M |
GOVT, SCHJ, MBB, ESGU, GOOGL
|
13F-HR |
8/13/2021, 03:45 PM |
Q1 2021 |
58 |
$93.7M |
+$31.5M |
-$57.7M |
-$26.2M |
GOVT, SCHJ, MBB, ESGU, GOOGL
|
13F-HR |
5/7/2021, 02:28 PM |
Q4 2020 |
48 |
$117M |
+$52.4M |
-$20.7M |
+$31.7M |
GOVT, IGSB, SPIB, ESGU, SPLB
|
13F-HR |
2/3/2021, 05:20 PM |
Q3 2020 |
53 |
$104M |
+$6.36M |
-$2.34M |
+$4.02M |
GOVT, NEAR, IVV, IGIB, MBB
|
13F-HR |
11/5/2020, 02:20 PM |
Q2 2020 |
50 |
$96.4M |
+$7.35M |
-$4.87M |
+$2.48M |
GOVT, NEAR, IGIB, IVV, MBB
|
13F-HR |
7/8/2020, 04:50 PM |
Q1 2020 |
42 |
$83.3M |
+$14M |
-$9.16M |
+$4.84M |
GOVT, NEAR, IVV, IGIB, MBB
|
13F-HR |
5/5/2020, 01:15 PM |
Q4 2019 |
47 |
$98.6M |
|
|
|
GOVT, NEAR, IVV, ITOT, MBB
|
13F-HR |
2/11/2020, 08:33 PM |