| Q2 2024 |
182 |
$308M |
+$42M |
-$22.1M |
+$19.9M |
IVV, IVW, VTI, IUSB, QUAL
|
13F-HR |
8/13/2024, 10:01 AM |
| Q1 2024 |
169 |
$284M |
$0 |
$0 |
|
IVV, VTI, IUSB, SPY, QUAL
|
13F-HR |
5/15/2024, 02:11 PM |
| Q2 2023 |
209 |
$316M |
+$25.1M |
-$17.1M |
+$8.03M |
IVV, IUSB, QUAL, SHY, EFG
|
13F-HR |
8/14/2023, 03:23 PM |
| Q1 2023 |
190 |
$299M |
+$149M |
-$10.5M |
+$138M |
IVV, IUSB, QUAL, SHY, SPY
|
13F-HR |
5/15/2023, 08:53 PM |
| Q4 2022 |
117 |
$157M |
+$31.4M |
-$13.9M |
+$17.5M |
IVV, ESGU, IUSB, EFV, MBB
|
13F-HR |
2/15/2023, 11:34 AM |
| Q3 2022 |
96 |
$123M |
|
|
|
ESGU, IUSB, GOVT, SHY, EFV
|
13F-HR |
11/16/2022, 04:12 PM |