Q2 2024 |
421 |
$1.08B |
+$134M |
-$21M |
+$113M |
JAAA, QUAL, JQUA, VTI, VOO
|
13F-HR |
7/31/2024, 11:05 AM |
Q1 2024 |
408 |
$962M |
+$61.5M |
-$28.8M |
+$32.7M |
JAAA, QUAL, JQUA, VTI, VOO
|
13F-HR |
4/23/2024, 02:32 PM |
Q4 2023 |
353 |
$860M |
+$89.4M |
-$22.7M |
+$66.7M |
JAAA, QUAL, JQUA, VTI, VOO
|
13F-HR |
2/1/2024, 03:42 PM |
Q3 2023 |
363 |
$727M |
+$69.9M |
-$9.28M |
+$60.7M |
JAAA, QUAL, JQUA, VTI, VOO
|
13F-HR |
10/25/2023, 01:03 PM |
Q2 2023 |
356 |
$702M |
+$47.3M |
-$25M |
+$22.3M |
JAAA, QUAL, VTI, JQUA, VOO
|
13F-HR |
7/24/2023, 12:46 PM |
Q1 2023 |
333 |
$620M |
+$178M |
-$15.3M |
+$163M |
QUAL, JAAA, VTI, JQUA, VOO
|
13F-HR |
4/25/2023, 11:44 AM |
Q4 2022 |
295 |
$440M |
+$105M |
-$50.4M |
+$54.7M |
QUAL, VTI, JAAA, JQUA, VOO
|
13F-HR |
2/1/2023, 02:09 PM |
Q3 2022 |
373 |
$376M |
+$43.2M |
-$96.7M |
-$53.5M |
QUAL, VTI, VOO, QUS, IQLT
|
13F-HR |
10/31/2022, 02:00 PM |
Q2 2022 |
603 |
$564M |
+$67M |
-$49.5M |
+$17.5M |
QUAL, VOO, VTI, QUS, IQLT
|
Restatement |
8/25/2022, 01:42 PM |
Q1 2022 |
611 |
$639M |
+$60M |
-$92.8M |
-$32.8M |
QUAL, VOO, QUS, IQLT, GBDC
|
Restatement |
8/25/2022, 01:25 PM |
Q4 2021 |
681 |
$831M |
+$145M |
-$22.5M |
+$122M |
QUAL, ARLP, VOO, QUS, GBDC
|
13F-HR |
2/2/2022, 03:40 PM |
Q3 2021 |
574 |
$687M |
+$106M |
-$41M |
+$65.1M |
QUAL, ARLP, VOO, QUS, GBDC
|
13F-HR |
11/1/2021, 11:27 AM |
Q2 2021 |
523 |
$604M |
+$131M |
-$22.8M |
+$108M |
QUAL, ARLP, VOO, QUS, GBDC
|
13F-HR |
7/22/2021, 03:33 PM |
Q1 2021 |
460 |
$469M |
+$193M |
-$45.5M |
+$147M |
QUAL, VOO, ARLP, QUS, GBDC
|
13F-HR |
5/10/2021, 11:46 AM |
Q4 2020 |
267 |
$305M |
|
|
|
QUAL, VOO, ARLP, QUS, GBDC
|
Restatement |
3/1/2021, 11:16 AM |