| Q2 2023 |
35 |
$144M |
+$6.17M |
-$2.81M |
+$3.35M |
MOAT, SPLG, SHV, TDVG, SPY
|
13F-HR |
8/8/2023, 01:22 PM |
| Q1 2023 |
34 |
$135M |
+$21.9M |
-$10.4M |
+$11.5M |
MOAT, SPLG, SHV, TDVG, SPY
|
13F-HR |
5/4/2023, 04:11 PM |
| Q4 2022 |
30 |
$118M |
+$28M |
-$6.48M |
+$21.5M |
MOAT, SPLG, TDVG, SPY, SHV
|
13F-HR |
1/31/2023, 11:21 AM |
| Q3 2022 |
28 |
$88.6M |
+$9.93M |
-$30.4M |
-$20.5M |
SPLG, MOAT, SPY, SHV, SLY
|
13F-HR |
11/10/2022, 09:59 AM |
| Q2 2022 |
31 |
$119M |
+$17.1M |
-$14.2M |
+$2.84M |
SPLG, SHV, SPY, MOAT, SHY
|
13F-HR |
8/15/2022, 12:24 PM |
| Q1 2022 |
30 |
$131M |
+$11.7M |
-$30.4M |
-$18.7M |
SPLG, SPY, MOAT, SHV, SHY
|
13F-HR |
5/25/2022, 04:35 PM |
| Q4 2021 |
32 |
$154M |
+$2.12M |
-$4.97M |
-$2.85M |
SPY, SPLG, MOAT, QUS, SHY
|
13F-HR |
1/20/2022, 11:14 AM |
| Q3 2021 |
32 |
$157M |
+$2.73M |
-$15.5M |
-$12.8M |
SPY, SPLG, MOAT, QUS, SHY
|
13F-HR |
11/3/2021, 01:21 PM |
| Q2 2021 |
32 |
$166M |
+$2.51M |
-$3.03M |
-$527K |
SPY, SPLG, MOAT, QUS, SPAB
|
13F-HR |
8/13/2021, 11:48 AM |
| Q1 2021 |
30 |
$160M |
+$11.5M |
-$8.63M |
+$2.92M |
SPY, SPLG, MOAT, QUS, SPAB
|
13F-HR |
5/17/2021, 07:29 AM |
| Q4 2020 |
22 |
$144M |
+$3.41M |
-$13.1M |
-$9.66M |
SPY, SPLG, SPAB, QUS, MOAT
|
13F-HR |
2/11/2021, 05:50 PM |
| Q3 2020 |
21 |
$142M |
+$20.9M |
-$6.66M |
+$14.2M |
SPY, SPLG, SPAB, QUS, SHV
|
13F-HR |
11/13/2020, 12:45 PM |
| Q2 2020 |
20 |
$121M |
+$23.7M |
-$27.2M |
-$3.46M |
SPY, SPLG, SHV, QUS, SHY
|
13F-HR |
8/13/2020, 06:38 PM |
| Q1 2020 |
16 |
$108M |
+$29.2M |
-$43.1M |
-$13.9M |
SPY, SPTM, SPLG, SHV, SHY
|
13F-HR |
5/14/2020, 05:01 PM |
| Q4 2019 |
17 |
$152M |
|
|
|
SPTM, SPY, SHV, SHY, QUAL
|
13F-HR |
2/13/2020, 10:28 AM |